TY 2022 Form 990

- TIN:

Form990

Department of the TreasuryInternal 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)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

A For the 2021 calendar year, or tax year beginning 07-01-2022 , and ending 06-30-2023

BCheck if applicable: Address change Name change Initial return Final return/terminated Amended return Application pending

CName of organization
Jewish United Fund of Metropolitan
Chicago

Doing business as

Number and street (or P.O. box if mail is not delivered to street address)
30 South Wells 4049

Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60606

D Employer identification number

36-2167034

E Telephone number

G Gross receipts $ 118,278,326

F Name and address of principal officer:
Lonnie Nasatir
30 South Wells 4049
Chicago,IL60606

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

Website:

www.JUF.org

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. See instructions.

H(c)

Group exemption number MediumBullet

K Form of organization: Corporation Trust Association Other MediumBullet

L Year of formation: 1949

M State of legal domicile: IL

Part I

Summary

1	Briefly describe the organization’s mission or most significant activities: JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	85
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	84
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	586
6	Total number of volunteers (estimate if necessary) .............	6	10,598
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	936,541
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	104,390,884	108,811,771
9	Program service revenue (Part VIII, line 2g) .........	4,209,640	6,946,331
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	10,246,701	2,329,838
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	-305,230	-949,171
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	118,541,995	117,138,769
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	91,322,869	94,536,971
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)	15,067,036	16,803,291
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	25,421	29,972
b	Total fundraising expenses (Part IX, column (D), line 25) 7,676,161
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	8,560,650	12,789,925
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	114,975,976	124,160,159
19	Revenue less expenses. Subtract line 18 from line 12.......	3,566,019	-7,021,390
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	219,478,167	238,101,811
21	Total liabilities (Part X, line 26).............	68,639,845	83,167,987
22	Net assets or fund balances. Subtract line 21 from line 20.....	150,838,322	154,933,824

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

	Signature of officer	Date

	Type or print name and title

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

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) ..........YesNo

For Paperwork Reduction Act Notice, see the separate instructions.

Cat. No. 11282Y Form 990 (2021)

Form 990 (2021)

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..............

Briefly describe the organization’s mission: JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to over 500,000 Chicagoans of all faiths and millions of Jews in Israel and around the world, funding a network of 100+ agencies, schools, and programs.

Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ..................... Yes No

If "Yes," describe these new services on Schedule O.

Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ........................... Yes No

If "Yes," describe these changes on Schedule O.

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 $ 46,028,953 including grants of $ 45,813,725 ) (Revenue $ 1,210,559 )
	Allocations (Local) - The Jewish United Fund of Metropolitan Chicago (JUF) conducts fundraising activities by means of annual calendar year campaigns and makes allocations to Jewish Federation of Metropolitan Chicago (JF) and Jewish Federations of North America (JFNA). Through its allocation to JF, JUF supports various nonprofit organizations in the Chicago area that provide assistance to people of all faiths, including hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; multi-faceted, specialized support services for people with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for

4b	(Code: ) (Expenses $ 51,849,574 including grants of $ 48,723,246 ) (Revenue $ 2,688,386 )
	Allocations (Overseas) - Through its allocation to JFNA, JUF supports services to millions of individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT.

4c	(Code: ) (Expenses $ 2,134,329 including grants of $ ) (Revenue $ 936,541 )
	Communications and "Jewish Chicago: The JUF Magazine" works to ensure JUF/Federation maintains a strong public profile across traditional and social media, serving effectively as the voice of Chicago's Jewish community and bringing JUF's lifesaving mission to life. With average monthly circulation of 40,000 homes, Jewish Chicago is the largest circulation of any Jewish publication in Chicago and the Midwest and spotlights the breadth, depth, diversity and vitality of Chicago's Jewish community.

	(Code: ) (Expenses $ 673,046 including grants of $ ) (Revenue $ 66,478 )
	Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 43 constituent Jewish organizations active in public affairs/community relations work. JCRC educates and mobilizes the Jewish community for action through JUF and those constituent groups on internal and domestic issues ranging from Israel advocacy to combatting anti-Semitism, and works to strengthen our community's intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement take place with the media, campuses, government, foreign diplomats and religious and civic leaders.

	(Code: ) (Expenses $ 3,706,588 including grants of $ ) (Revenue $ 2,044,367 )
	Israel office and other programs: The organization maintains a small office in Israel with four employees. The Israel office expense and employee salaries are paid to Jewish Federations of North America, which is based in New York, and is the umbrella organization for all Jewish Federations in North America. The Israel office coordinates educational missions and monitors Israeli programs that are funded by JUF. JUF coordinates missions to Israel, Russia, Poland and various other countries in order to give donors the opportunity to travel with other Chicagoans to Jewish communities all over the world and see JUF dollars at work. The missions also allow individuals to visit with people who live in Israel and other countries, explore family roots and learn about worldwide Jewish culture. Missions give participants the opportunity to see first-hand what can be accomplished by the Jewish people when our energy and resources are operating at full capacity. JUF pays for certain mission travel expenses and then participants reimburse JUF for the costs. The revenue and expenses of missions are reported on the 990 on a gross basis.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ 4,379,634 including grants of $ ) (Revenue $ 2,110,845 )
4e	Total program service expenses104,392,490

Form 990 (2021)

Page 3

Part IV

Checklist of Required Schedules

Yes

Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A Click to see attachment

List of Attached Documents:

// Content

.....................

Yes

Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment

List of Attached Documents:

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...

Yes

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 Click to see attachment

List of Attached Documents:

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.............

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 Click to see attachment

List of Attached Documents:

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.........

Yes

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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III Click to see attachment

List of Attached Documents:

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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 I Click to see attachment

List of Attached Documents:

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.........................

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 II Click to see attachment

List of Attached Documents:

// Content

....

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

List of Attached Documents:

// Content

..............

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 IV Click to see attachment

List of Attached Documents:

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..............

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 V......

Yes

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.

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

List of Attached Documents:

// Content

...................

11a

Yes

Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII Click to see attachment

List of Attached Documents:

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.......

11b

Yes

Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII Click to see attachment

List of Attached Documents:

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.......

11c

Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX Click to see attachment

List of Attached Documents:

// Content

............

11d

Yes

Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

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11e

Yes

Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X Click to see attachment

List of Attached Documents:

// Content

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

List of Attached Documents:

// Content

......................

12a

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

List of Attached Documents:

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12b

Yes

Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E

14a

Did the organization maintain an office, employees, or agents outside of the United States? .....

14a

Yes

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

List of Attached Documents:

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14b

Yes

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 IV..... Click to see attachment

List of Attached Documents:

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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

List of Attached Documents:

// Content

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

List of Attached Documents:

// Content

Yes

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

List of Attached Documents:

// Content

Yes

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

List of Attached Documents:

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20a

Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....

20a

If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?

20b

Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..... Click to see attachment

List of Attached Documents:

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Yes

Form 990 (2021)

Page 4

Part IV

Checklist of Required Schedules (continued)

Yes

Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment

List of Attached Documents:

// Content

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

List of Attached Documents:

// Content

Yes

24a

Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............

24a

Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...

24b

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

Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...

24d

25a

Section 501(c)(3), 501(c)(4), and 501(c)(29) 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

List of Attached Documents:

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25a

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

List of Attached Documents:

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25b

Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II Click to see attachment

List of Attached Documents:

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...........

Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?

If "Yes," complete

Schedule L, Part III Click to see attachment

List of Attached Documents:

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.........................

Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):

A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV...................... Click to see attachment

List of Attached Documents:

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28a

Yes

A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV..... Click to see attachment

List of Attached Documents:

// Content

28b

A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................

28c

Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M.. Click to see attachment

List of Attached Documents:

// Content

Yes

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

List of Attached Documents:

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Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I

Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................

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

List of Attached Documents:

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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

List of Attached Documents:

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Yes

35a

Did the organization have a controlled entity within the meaning of section 512(b)(13)?

35a

Yes

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

List of Attached Documents:

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35b

Yes

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

List of Attached Documents:

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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 VI Click to see attachment

List of Attached Documents:

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Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............

Yes

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

Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..

Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .

Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................

Yes

Form 990 (2021)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

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 ..................

586

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.

Yes

Did the organization have unrelated business gross income of $1,000 or more during the year?...

Yes

If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...

Yes

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)? ..

If "Yes," enter the name of the foreign country: MediumBullet

See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).

Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..

Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?

If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............

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? ...

If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................

Organizations that may receive deductible contributions under section 170(c).

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? ....................

Yes

If "Yes," did the organization notify the donor of the value of the goods or services provided? .....

Yes

Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................

If "Yes," indicate the number of Forms 8282 filed during the year ....

Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?

Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..

If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................

If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................

Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........

Sponsoring organizations maintaining donor advised funds.

Did the sponsoring organization make any taxable distributions under section 4966?........

Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...

Section 501(c)(7) organizations. Enter:

Initiation fees and capital contributions included on Part VIII, line 12 ...

10a

Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities

10b

Section 501(c)(12) organizations. Enter:

Gross income from members or shareholders .........

11a

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

If "Yes," enter the amount of tax-exempt interest received or accrued during the year.

12b

Section 501(c)(29) qualified nonprofit health insurance issuers.

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

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

Enter the amount of reserves on hand ............

13c

14a

Did the organization receive any payments for indoor tanning services during the tax year?.....

14a

If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..

14b

Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.

Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.

Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.

Form 990 (2021)

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

Enter the number of voting members of the governing body at the end of the tax year

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.

Enter the number of voting members included in line 1a, above, who are independent

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? .................

Yes

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? .

Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .

Did the organization become aware during the year of a significant diversion of the organization’s assets? .

Did the organization have members or stockholders? ................

Yes

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? ....................

Yes

Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................

Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:

The governing body? .......................

Yes

Each committee with authority to act on behalf of the governing body? ............

Yes

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.......

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Yes

10a

Did the organization have local chapters, branches, or affiliates? ............

10a

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

Describe on 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

Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................

12b

Yes

Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................

12c

Yes

Did the organization have a written whistleblower policy? ...............

Yes

Did the organization have a written document retention and destruction policy? .........

Yes

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?

The organization’s CEO, Executive Director, or top management official ...........

15a

Yes

Other officers or key employees of the organization ................

15b

Yes

If "Yes" to line 15a or 15b, describe the process on 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

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

List the states with which a copy of this Form 990 is required to be filed MediumBullet

Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.

Own website Another's website Upon request Other (explain in Schedule O)

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.

State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBullet

James A Pinkston30 South Wells Ste 4049 Chicago,IL60606 (312) 357-4790

Form 990 (2021)

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.

List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."

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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the
organization and any related organizations.

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.

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.

See the instructions for the order in which to list the persons above.

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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) David Golder...................................................................... Board Chair	10.00 ................. 10.00	X	X	0	0	0
(2) Wendy C Abrams...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(3) Jeremy Amster...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(4) Carey Cooper...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(5) Michael T Fishman...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(6) Jordan T Goodman...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(7) Cindy Kaplan...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(8) Jennifer Leemis...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(9) Lee I Miller...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(10) Steven N Miller...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(11) David Rosenbaum...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(12) Gail L Rudo...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(13) Bruce Taylor...................................................................... Vice Chair	5.00 ................. 5.00	X	X	0	0	0
(14) Marc Spellman...................................................................... Treasurer	5.00 ................. 5.00	X	X	0	0	0
(15) Lindsey P Markus...................................................................... Assistant Treasurer	5.00 ................. 5.00	X	X	0	0	0
(16) Deborah Schrayer Karmin...................................................................... Secretary	5.00 ................. 5.00	X	X	0	0	0
(17) Michael Oxman...................................................................... Assistant Secretary	5.00 ................. 5.00	X	X	0	0	0

Form 990 (2021)

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/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) Peter B Bensinger Jr........................................................................ Director	0.50 .......................0.50	X					0	0	0
(19) Katie Berger........................................................................ Director	0.50 .......................0.50	X					0	0	0
(20) Wendy Berger........................................................................ Director	0.50 .......................0.50	X					0	0	0
(21) Gita Berk........................................................................ Director	0.50 .......................0.50	X					0	0	0
(22) Debbie L Berman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(23) Hannah Bloom-Hirschberg........................................................................ Director	0.50 .......................0.50	X					0	0	0
(24) Marc S Brenner........................................................................ Director	0.50 .......................0.50	X					0	0	0
(25) Bluma Broner........................................................................ Director	0.50 .......................0.50	X					0	0	0
(26) David T Brown........................................................................ Director	0.50 .......................0.50	X					0	0	0
(27) Karen Budin........................................................................ Director	0.50 .......................0.50	X					0	0	0
(28) Susan Spier Chapman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(29) Caroline Davidson........................................................................ Director	0.50 .......................0.50	X					0	0	0
(30) Maury Fertig........................................................................ Director	0.50 .......................0.50	X					0	0	0
(31) Jason Friedman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(32) Rabbi Wendi Geffen........................................................................ Director	0.50 .......................0.50	X					0	0	0
(33) Linda B Ginsburg........................................................................ Director	0.50 .......................0.50	X					0	0	0
(34) Andrew Glick........................................................................ Director	0.50 .......................0.50	X					0	0	0
(35) Craig Goldsmith........................................................................ Director	0.50 .......................0.50	X					0	0	0
(36) Steven M Greenbaum........................................................................ Director	0.50 .......................0.50	X					0	0	0
(37) Melinda Grossman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(38) Danny Gutman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(39) Andrew L Hananel........................................................................ Director	0.50 .......................0.50	X					0	0	0
(40) King W Harris........................................................................ Director	0.50 .......................0.50	X					0	0	0
(41) David J Hartman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(42) Josh B Herz........................................................................ Director	0.50 .......................0.50	X					0	0	0
(43) Susan Insoft........................................................................ Director	0.50 .......................0.50	X					0	0	0
(44) Lisa Jericho........................................................................ Director	0.50 .......................0.50	X					0	0	0
(45) Cathy Kahn........................................................................ Director	0.50 .......................0.50	X					0	0	0
(46) Linda Kellough........................................................................ Director	0.50 .......................0.50	X					0	0	0
(47) Ari Klein........................................................................ Director	0.50 .......................0.50	X					0	0	0
(48) Steven H Lavin........................................................................ Director	0.50 .......................0.50	X					0	0	0
(49) Brian J Levinson........................................................................ Director	0.50 .......................0.50	X					0	0	0
(50) Laurie Lustbader........................................................................ Director	0.50 .......................0.50	X					0	0	0
(51) Yosef Meystel........................................................................ Director	0.50 .......................0.50	X					0	0	0
(52) Nancy Mills........................................................................ Director	0.50 .......................0.50	X					0	0	0
(53) Ross S Pearlstein........................................................................ Director	0.50 .......................0.50	X					0	0	0
(54) Sanford E Perl........................................................................ Director	0.50 .......................0.50	X					0	0	0
(55) Daniel J Perlman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(56) Theodore F Perlman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(57) Brandon C Prosansky........................................................................ Director	0.50 .......................0.50	X					0	0	0
(58) Shari Greco Reiches........................................................................ Director	0.50 .......................0.50	X					0	0	0
(59) Elliott Robinson........................................................................ Director	0.50 .......................0.50	X					0	0	0
(60) Marc L Roth........................................................................ Director	0.50 .......................0.50	X					0	0	0
(61) Eric A Rothner........................................................................ Director	0.50 .......................0.50	X					0	0	0
(62) Susan Sacks........................................................................ Director	0.50 .......................0.50	X					0	0	0
(63) James Sarnoff........................................................................ Director	0.50 .......................0.50	X					0	0	0
(64) Julie Dann Schneider........................................................................ Director	0.50 .......................0.50	X					0	0	0
(65) Max Schrayer........................................................................ Director	0.50 .......................0.50	X					0	0	0
(66) Midge Perlman Shafton........................................................................ Director	0.50 .......................0.50	X					0	0	0
(67) Morris Silverman........................................................................ Director	0.50 .......................0.50	X					0	0	0
(68) Bill Silverstein........................................................................ Director	0.50 .......................0.50	X					0	0	0
(69) Judy L Smith........................................................................ Director	0.50 .......................0.50	X					0	0	0
(70) Sara Crown Star........................................................................ Director	0.50 .......................0.50	X					0	0	0
(71) Deborah Winick........................................................................ Director	0.50 .......................0.50	X					0	0	0
(72) Joseph Wolf........................................................................ Director	0.50 .......................0.50	X					0	0	0
(73) Andrea R Yablon........................................................................ Director	0.50 .......................0.50	X					0	0	0
(74) Michael H Zaransky........................................................................ Director	0.50 .......................0.50	X					0	0	0
(75) Marc Berman........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(76) Linda Schottenstein Fisher........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(77) Daniel Hochberg........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(78) Mitch Kaufman........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(79) David Nankin........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(80) Susan Rifas........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(81) Rabbi Marc Rudolph........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(82) Devra Resnick Shutan........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(83) Alissa Simon........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(84) Pam F Szokol........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(85) Lisa Wiznitzer........................................................................ Ex-Officio	0.50 .......................0.50	X					0	0	0
(86) David S Rosen........................................................................ Senior Vice President - Endowments	0.00 .......................50.00		X				0	645,663	55,583
(87) Dr Steven B Nasatir PhD........................................................................ Executive Vice Chairman	6.00 .......................32.00		X				46,497	500,528	34,263
(88) Lonnie Nasatir........................................................................ President/CEO	25.00 .......................25.00		X				211,982	259,089	38,071
(89) Jay Tcath........................................................................ Executive Vice President	25.00 .......................25.00		X				199,027	156,379	121,518
(90) David S Rubovits PhD........................................................................ Chief Operating Officer	50.00 .......................0.00		X				299,357	0	106,792
(91) Deborah Covington........................................................................ Senior VP, Planning & Allocations	40.00 .......................10.00		X				227,677	0	161,940
(92) Boaz Blumovitz........................................................................ Chief Financial Officer	22.50 .......................27.50		X				192,395	157,414	30,241
(93) Joy Schwartz........................................................................ Vice President - Communications	50.00 .......................0.00		X				324,756	0	39,678
(94) James Rosenberg........................................................................ Chief of Staff	50.00 .......................0.00		X				286,011	0	71,784
(95) David Prystowsky........................................................................ Chief Development Officer	50.00 .......................0.00		X				211,610	70,536	54,677
(96) James A Pinkston........................................................................ Vice President - Accounting	20.00 .......................30.00		X				225,781	75,260	42,157
(97) Peter Chiswick........................................................................ Sr Assoc V.P. & Dir, JUF Invest.	25.00 .......................25.00		X				230,261	0	58,661
(98) Rose Jagust........................................................................ VP, Donor Advised Funds	0.00 .......................50.00		X				0	205,496	66,424
(99) Robert Schuckman........................................................................ Vice President - General Council	10.00 .......................40.00		X				45,814	183,257	40,702
(100) Hallie Shapiro Devir........................................................................ Vice President - COE	0.00 .......................50.00		X				0	172,010	29,010
(101) Rabbi Louis A Lazovsky........................................................................ Vice President - Human Resources	40.00 .......................10.00			X			265,705	29,523	69,069
(102) Shirley Dvorin........................................................................ Vice President - Human Resources	50.00 .......................0.00				X		216,652	0	68,553
(103) Stuart Spector........................................................................ Vice President - Campaign Operations	50.00 .......................0.00				X		213,899	0	55,504
(104) Daniel Goldwin........................................................................ Exec. Director, Public Affairs	25.00 .......................25.00				X		125,750	124,748	25,273
(105) Kedar Potdar........................................................................ Vice President - Technology	50.00 .......................0.00				X		213,049	0	25,766
(106) Adina Torchman........................................................................ Assoc VP - Financial Resource Dev	40.00 .......................0.00				X		197,974	0	40,265
(107) Tracy More........................................................................ Former Vice President	0.00 .......................0.00					X	0	101,228	53,367

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	3,734,197	2,681,131	1,289,298

Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet

Yes

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 ..............

Yes

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...........................

Yes

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 ........

Section B. Independent Contractors

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
ennVee TechnoGroup Inc 2616 Rutland Road Naperville,IL60564	Technology Consulting	524,252
Greenberg Traurig LLP 77 W Wacker Drive Suite 3100 Chicago,IL60601	Legal Services	384,597
Mittera Wisconsin LLC 555 Beichl Avenue Beaver Dam,WI53916	Publication Services	337,443
AV Chicago Inc 619 W Taylor Street Chicago,IL60607	Audio Visual Services	272,527
Central Park Speakers LLC 1658 N Milwaukee Ave Chicago,IL60647	Speakers' Agency	153,687
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 16

Form 990 (2021)

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

(D)
Revenue
excluded from
tax under sections
512 - 514

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	27,175,555
e	Government grants (contributions)		1e	453,557

f	All other contributions, gifts, grants, and similar amounts not included above		1f	81,182,659

g	Noncash contributions included in lines 1a - 1f:$		1g	4,787,909

h Total. Add lines 1a-1f.......		108,811,771

		Business Code
2a	Program Fees	561000	3,813,191	3,813,191
b	Service Fees	561000	2,196,599	2,196,599
c	Magazine Advertising	541800	936,541		936,541
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		6,946,331

3 Investment income (including dividends, interest, and othersimilar amounts) ......			756,171			756,171
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		1,573,667	7a
b	Less: cost or other basis and sales expenses		0	7b
c	Gain or (loss)		1,573,667	7c
d	Net gain or (loss).........			1,573,667			1,573,667
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	190,386
b	Less: direct expenses ...		8b	1,139,557
c	Net income or (loss) from fundraising events..			-949,171			-949,171
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			117,138,769	6,009,790	936,541	1,380,667

Form 990 (2021)

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 domestic organizations and domestic governments. See Part IV, line 21 ....	94,536,971	94,536,971
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	2,861,459	750,994	1,210,554	899,911
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	182,997		182,997
7	Other salaries and wages........	10,807,056	2,836,325	4,571,979	3,398,752
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	678,909	169,256	290,691	218,962
9	Other employee benefits .......	1,387,336	345,872	594,020	447,444
10	Payroll taxes ...........	885,534	220,769	379,162	285,603
11	Fees for services (non-employees):
a	Management ......	607,824	603,603	4,221
b	Legal .........	250,661		250,661
c	Accounting ...........	12,732		12,732
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17	29,972			29,972
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	964,599	101,042	747,553	116,004
12	Advertising and promotion ....	293,087	146,728		146,359
13	Office expenses .......	782,620	321,401	73,582	387,637
14	Information technology ......	1,836,350	87,865	1,651,614	96,871
15	Royalties ..
16	Occupancy ...........	2,198,880	390,089	1,269,637	539,154
17	Travel ............	219,465	114,979	27,314	77,172
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	219,485	51,290	110,087	58,108
20	Interest ...........	394,713	280,980	113,733
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	834,544	113,059	490,563	230,922
23	Insurance ...	58,299		58,299
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	Missions-Before Income	2,841,167	2,841,167
b	Events-Before Income	674,513	37,185	1,414	635,914
c	Credit Card Fees	326,533	326,533
d	Temporary Help	70,256	21,003	247	49,006
e	All other expenses	204,197	95,379	50,448	58,370
25	Total functional expenses. Add lines 1 through 24e	124,160,159	104,392,490	12,091,508	7,676,161
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 if following SOP 98-2 (ASC 958-720).

Form 990 (2021)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

				(A) Beginning of year		(B) End of year

1	Cash–non-interest-bearing ........			7,463,414	1	14,985,041
2	Savings and temporary cash investments .........				2
3	Pledges and grants receivable, net ......			35,463,889	3	40,351,706
4	Accounts receivable, net .............			598,750	4	542,908
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			525,344	9	1,334,769
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	4,616,102
b	Less: accumulated depreciation	10b	1,993,786	2,212,795	10c	2,622,316
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			148,273,646	12	156,492,997
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			24,940,329	15	21,772,074
16	Total assets. Add lines 1 through 15 (must equal line 33)...			219,478,167	16	238,101,811

17	Accounts payable and accrued expenses .....	3,663,258	17	4,485,526
18	Grants payable ...	8,186,431	18	21,083,945
19	Deferred revenue .........	7,710,477	19	7,371,192
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			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	49,079,679	25	50,227,324
26	Total liabilities. Add lines 17 through 25..	68,639,845	26	83,167,987

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	134,351,032	27	138,446,534
28	Net assets with donor restrictions ...........	16,487,290	28	16,487,290
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	150,838,322	32	154,933,824
33	Total liabilities and net assets/fund balances ........	219,478,167	33	238,101,811

Form 990 (2021)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Total revenue (must equal Part VIII, column (A), line 12) ............

117,138,769

Total expenses (must equal Part IX, column (A), line 25) ............

124,160,159

Revenue less expenses. Subtract line 2 from line 1 ..............

-7,021,390

Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..

150,838,322

Net unrealized gains (losses) on investments ...............

9,049,116

Donated services and use of facilities .................

Investment expenses .....................

Prior period adjustments .....................

Other changes in net assets or fund balances (explain in Schedule O) ........

2,067,776

Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))

154,933,824

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Yes

Accounting method used to prepare the Form 990: Cash Accrual Other
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.

Were the organization’s financial statements compiled or reviewed by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

Were the organization’s financial statements audited by an independent accountant?

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:

Separate basis Consolidated basis Both consolidated and separate basis

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?

Yes

If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.

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?

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.

Form 990 (2021)

Additional Data

Software ID:
Software Version:

Form 990, Special Condition Description:

Special Condition Description

- TIN:

SCHEDULE A
(Form 990)

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2022

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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	97,348,743	88,164,933	127,529,776	104,390,884	108,811,771	526,246,107
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	97,348,743	88,164,933	127,529,776	104,390,884	108,811,771	526,246,107
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) ..						40,729,184
6	Public support. Subtract line 5 from line 4.						485,516,923

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
7	Amounts from line 4..	97,348,743	88,164,933	127,529,776	104,390,884	108,811,771	526,246,107
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	381,777	589,370	259,050	156,127	756,171	2,142,495
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						528,388,602

Gross receipts from related activities, etc. (see instructions) ..................

29,406,462

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 6, column (f) divided by line 11, column (f)) .........

91.890 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

93.670 %

16a

33 1/3% support test—2022. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2021. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

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) 2022

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) 2022	(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 on 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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2022 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2021 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2022 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2021 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2022. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2021. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2022

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2022

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2022

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2022

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2022 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2022	(iii) Distributable Amount for 2022
1 Distributable amount for 2022 from Section C, line 6
2 Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2022:
a From 2017.......
b From 2018.......
c From 2019.......
d From 2020.......
e From 2021.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2022 distributable amount
i Carryover from 2017 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2022 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2022 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2023. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2018.....
b Excess from 2019.....
c Excess from 2020.....
d Excess from 2021.....
e Excess from 2022.....

Schedule A (Form 990) (2022)

Schedule A (Form 990) 2022

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
Part II, Short Year Explanation:	Jewish United Fund changed from a calendar year end to a June 30 fiscal year end during 2020. Therefore, the short year 1/1/2020 - 6/30/2020 has been presented in column (c) 2020 along with the current fiscal year amounts.

Schedule A (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2022)

Schedule B (Form 990) (2022) Page 2

Name of organization Jewish United Fund of Metropolitan Chicago

Part I Contributors	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	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 3

Name of organization Jewish United Fund of Metropolitan Chicago		Employer identification number 36-2167034

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2022)

Schedule B (Form 990) (2022)

Page 4


Name of organization Jewish United Fund of Metropolitan Chicago			Employer identification number 36-2167034
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE C
(Form 990)

Department of the Treasury
Internal Revenue Service

Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet

Complete if the organization is described below. SchCMd Bullet

Attach to Form 990 or Form 990-EZ.
SchCMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet

Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet

Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet

Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet

Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet

Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet

Section 501(c)(4), (5), or (6) organizations: Complete Part III.

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I-A

Complete if the organization is exempt under section 501(c) or is a section 527 organization.

Provide a description of the organization’s direct and indirect political campaign activities in Part IV. See instructions for definition of “political campaign activities."

Political campaign activity expenditures. See instructions .................................................................... SchCMd Bullet

Volunteer hours for political campaign activities. See instructions ..................................................................

Part I-B

Complete if the organization is exempt under section 501(c)(3).

Enter the amount of any excise tax incurred by the organization under section 4955 ................................ SchCMd Bullet

Enter the amount of any excise tax incurred by organization managers under section 4955 ....................... SchCMd Bullet

If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................

Yes No

Was a correction made? ......................................................................................................................

Yes No

If "Yes," describe in Part IV.

Part I-C

Complete if the organization is exempt under section 501(c), except section 501(c)(3).

Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet

Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................ SchCMd Bullet

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

Did the filing organization file Form 1120-POL for this year? ...................................................................

Yes No

Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6

For Paperwork Reduction Act Notice, see the instructions for Form 990.

Cat. No. 50084S

Schedule C (Form 990) 2021

Page 2

Part II-A

Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).

A Check SchCMd Bullet

if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet

if the filing organization checked box A and "limited control" provisions apply.

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2018	(b) 2019	(c) 2020	(d) 2021	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

Schedule C (Form 990) 2021

Page 3

Part II-B

Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).

For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.

(a)

Yes|No

(b)

Amount

During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:

Volunteers? ...........................................................................................................

Yes

Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........

Yes

Media advertisements? ...................................................................................................

Mailings to members, legislators, or the public? .............................................................................

Publications, or published or broadcast statements? ...........................................................

Grants to other organizations for lobbying purposes? ..........................................................

Direct contact with legislators, their staffs, government officials, or a legislative body? .......................

Yes

7,615

Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................

Other activities? ...................................................................................................................

Total. Add lines 1c through 1i ....................................................................................................

7,615

Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....

If "Yes," enter the amount of any tax incurred under section 4912 ...........................................

If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................

If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................

Part III-A

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).

Yes

Were substantially all (90% or more) dues received nondeductible by members? ...............................................

Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................

Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................

Part III-B

Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."

Dues, assessments and similar amounts from members ......................................................................

Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).

Current year .............................................................................................................................

Carryover from last year ............................................................................................................

Total ...........................................................................................................................................

Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .

If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................

Taxable amount of lobbying and political expenditures. See Instructions .........................................

Part IV

Supplemental Information

Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.

Return Reference	Explanation
Part II-B, Line 1:	The JCRC participated in the following legislative activities in fiscal year 2023: Israel/International: JCRC communicated with the Illinois Congressional delegation, city, county and state legislators and federal, state, city and county executive branch officials on a variety of issues. Domestic Issues: JCRC staff and volunteers communicated with Illinois legislators and executive branch officials on various items.

Return Reference

Explanation

Part II-B, Line 1:

The JCRC participated in the following legislative activities in fiscal year 2023: Israel/International: JCRC communicated with the Illinois Congressional delegation, city, county and state legislators and federal, state, city and county executive branch officials on a variety of issues. Domestic Issues: JCRC staff and volunteers communicated with Illinois legislators and executive branch officials on various items.

Schedule C (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on 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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

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.


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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

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)? .............................

Yes No

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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB 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.

If the organization elected, as permitted under FASB 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)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

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):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

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" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	143,904,611	160,809,154	135,168,573	128,666,527	125,853,578
b	Contributions ...	3,730,121	3,817,361	1,230,488	133,716	14,502,889
c	Net investment earnings, gains, and losses	11,260,630	-13,483,303	31,677,723	15,416,091	-2,811,081
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...	6,936,869	7,238,601	7,267,630	7,283,619	8,878,859
f	Administrative expenses ....
g	End of year balance ......	151,958,493	143,904,611	160,809,154	136,932,715	128,666,527

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

90.182 %

Permanent endowment SchDMd Bullet

7.949 %

Term endowment SchDMd Bullet

1.869 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

Yes

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Yes

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" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements
d	Equipment ....	4,530,446	1,931,273	2,599,173
e	Other .....	85,656	62,513	23,143
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				2,622,316

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on 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) Investment in Life Insurance Policies	4,459,496	F
(B) Other Investments	112,508	F
(C) JFMC Pooled Endowment Portfolio, LLC	151,920,993	F
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	156,492,997

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on 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

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)Due from Participating Employers for Pension Benefits				20,375,196
(2)Due from JFMC Facilities Corporation				449,881
(3)Beneficial Interest in Charitable Trust				946,997
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				21,772,074

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	50,227,324
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) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

Part V, Line 4:

The endowment funds (which include both board designated and donor restricted funds) were established over a period of several years via bequests received from certain donors' estates. Distributions are made from these endowment funds on an annual basis and transferred to the organization's undesignated fund to support the annual campaign or certain programs. The endowment fund distributions are computed using a formal spending policy.

Part X, Line 2:

Jewish United Fund, an Illinois not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, income from certain activities not directly related to the organization's tax-exempt purpose are subject to taxation. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Jewish United Fund may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Jewish United Fund and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2023, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Forms 990 and 990-T in the U.S. federal jurisdiction and the state of Illinois. Jewish United Fund is generally no longer subject to examination by the Internal Revenue Service for years before fiscal year 2020.

Schedule D (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE F(Form 990)

Department of the Treasury
Internal Revenue Service

Statement of Activities Outside the United States

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization
Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I

General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.

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? . . . . . . . . . . . . . . . . . . . . . . . . .

Yes

For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.

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 the region	(d) Activities conducted in region (by type) (such as, 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 the region	(f) Total expenditures for and investments in the region
	Israel	1	4	Program Services	Oversight and monitoring of overseas allocation.	700,495
















3a	Sub-total ....	1	4			700,495
b	Total from continuation sheets to Part I ...	0	0			0
c	Totals (add lines 3a and 3b)	1	4			700,495

For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2022

Schedule F (Form 990) 2022

Page 2

Part II

Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on 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 noncash assistance	(h) Description of noncash assistance	(i) Method of valuation (book, FMV, appraisal, other)

2	Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......
3	Enter total number of other organizations or entities .......................

Schedule F (Form 990) 2022

Schedule F (Form 990) 2022Page 3

Part III

Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on 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 noncash assistance	(g) Description of noncash assistance	(h) Method of valuation (book, FMV, appraisal, other)

Schedule F (Form 990) 2022

Page 4

Part IV

Foreign Forms

Schedule F (Form 990) 2022

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 III Accounting Method:

Schedule F (Form 990) 2022

Additional Data

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SCHEDULE G (Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on 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 arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization
Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

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?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)		(ii) Activity	(iii) Did fundraiser have custody or control of contributions?		(iv) Gross receipts from activity	(v) Amount paid to (or retained by) fundraiser listed in col. (i)	(vi) Amount paid to (or retained by) organization
			Yes	No
	Siegel Marketing Group 1845 N Farwell Ave Suite 300 Milwaukee, WI53202	Phone solicitation		No	107,481	29,972	77,509









Total . . . . . . . . . . . . . . . . . . . .					107,481	29,972	77,509

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.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) 2022

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 YLD Big Event Fundraiser (event type)	(b) Event #2 Spring Event (event type)	(c) Other events 7 (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	58,161	54,810	77,415	190,386
2	Less: Contributions . . . .
3	Gross income (line 1 minus line 2) . . . . . .	58,161	54,810	77,415	190,386

4	Cash prizes . . . . .
5	Noncash prizes . . . .
6	Rent/facility costs . . . .	38,681	51,535	101,439	191,655
7	Food and beverages . . .	190,197	62,643	78,205	331,045
8	Entertainment . . . .	380,499	109,513	64,229	554,241
9	Other direct expenses . . .	29,601	16,540	16,475	62,616
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .				1,139,557
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .				-949,171

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) 2022

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

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? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

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

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

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 provide any additional information. See instructions.

Return Reference	Explanation
Schedule G, Part II Fundraising Events -	The gross receipts presented in line 1 are comprised solely of fees paid by attendees to attend the events and amounts received from corporate sponsors. Attendees of these events were also solicited for gifts to the 2023 Jewish United Fund annual campaign, which raised several million dollars from the Chicago Jewish community. Contributions to the annual campaign are not included on Schedule G.

Schedule G (Form 990) 2022

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public
Inspection

Name of the organization
Jewish United Fund of Metropolitan
Chicago

Employer identification number
36-2167034

Part I

General Information on Grants and Assistance

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? ........................

Yes No

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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on 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 section (if applicable)	(d) Amount of cash grant	(h) Purpose of grant or assistance
(1) Jewish Federations of North America 25 Broadway Suite 1700 New York,NY10004	13-1624240	501(c)(3)	48,723,246	Regular Campaign
(2) Jewish Federation of Metropolitan Chicago 30 S Wells Street Suite 4049 Chicago,IL60606	36-2167761	501(c)(3)	41,377,939	To support a range of nonprofit organizations which address humanitarian, health and welfare needs.
(3) Jewish Child and Family Services 230 W Monroe Street Suite 1100 Chicago,IL60606	36-2167757	501(c)(3)	767,405	HIAS and Other Programming
(4) American Jewish Joint Distribution Committee 220 E 42nd Street New York,NY10017	13-1656634	501(c)(3)	545,000	General Operations
(5) Mount Sinai Medical Center 1500 S Fairfield Avenue Chicago,IL60608	36-1509000	501(c)(3)	410,000	General Operations
(6) Jewish Community Centers of Chicago 300 Revere Drive Northbrook,IL60062	36-2167758	501(c)(3)	321,683	EZRA and Other Programming
(7) The ARK 6450 N California Ave Chicago,IL60645	23-7164967	501(c)(3)	217,926	General Operations
(8) Hebrew Theological College 7135 Carpenter Road Skokie,IL60077	36-2167095	501(c)(3)	150,000	General Operations
(9) Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach,FL33409	59-0948696	501(c)(3)	100,000	General Operations
(10) Arie Crown Hebrew Day School 4600 Main Street Skokie,IL60076	36-2129620	501(c)(3)	100,000	General Operations
(11) Ida Crown Jewish Academy 8233 Central Park Avenue Skokie,IL60076	36-2167009	501(c)(3)	100,000	General Operations
(12) Selfreliance Association 2456 W Chicago Avenue Chicago,IL60622	84-2449334	501(c)(3)	80,000	General Operations
(13) CJE Senior Life 3003 W Touhy Avenue Chicago,IL60645	36-2727597	501(c)(3)	78,627	General Operations
(14) Jewish Federation of South Palm Beach County 9901 Donna Klein Boulevard Boca Raton,FL33428	59-1945109	501(c)(3)	56,555	General Operations
(15) United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington,DC20024	52-1309391	501(c)(3)	50,500	General Operations
(16) Shalva PO Box 46375 Chicago,IL60646	36-3449507	501(c)(3)	40,703	General Operations
(17) Birthright Israel Foundation PO Box 21615 New York,NY10087	13-4092050	501(c)(3)	36,000	General Operations
(18) No Shame on U 4411 N Ravenswood Avenue Suite 300 Chicago,IL60640	47-2268140	501(c)(3)	36,000	General Operations
(19) Chicago Chesed Fund 7045 N Ridgeway Ave Lincolnwood,IL60712	36-3641111	501(c)(3)	33,000	General Operations
(20) Hillel Torah North Suburban Day School 7120 N Laramie Ave Skokie,IL60077	36-2436314	501(c)(3)	25,072	General Operations
(21) American Committee for the Weizmann Institute of Science 633 Third Ave 20th Floor New York,NY10017	13-1623886	501(c)(3)	25,000	General Operations
(22) Jewish National Fund 60 Revere Drive Northbrook,IL60062	13-1659627	501(c)(3)	25,000	General Operations
(23) American Friends of Hebrew University 199 Water Street 11th Floor New York,NY10038	13-1568923	501(c)(3)	25,000	General Operations
(24) Project Aid and Rescue 860 Hawthorne Lane Northbrook,IL60062	88-3207389	501(c)(3)	25,000	General Operations
(25) Jewish Agency for Israel North American Council 633 Third Avenue 21st Floor New York,NY10017	23-0053483	501(c)(3)	20,000	General Operations
(26) Maot Chitim 3710 Commercial Ave Suite 7 Northbrook,IL60062	36-3398501	501(c)(3)	20,000	General Operations
(27) University of Tennessee Foundation 501 McClung Tower Knoxville,TN37996	62-1844686	501(c)(3)	20,000	General Operations
(28) Associated Talmud Torahs 3531 Madison Street Skokie,IL60076	36-2169123	501(c)(3)	15,000	General Operations
(29) Northwestern Memorial Foundation 251 E Huron Street Chicago,IL60611	36-3152959	501(c)(3)	14,646	General Operations
(30) Chicago Mezuzah and Mitzvah Campaign 2757 W Pratt Boulevard Chicago,IL60645	36-4336627	501(c)(3)	10,000	General Operations
(31) Hatzalah Chicago PO Box 59816 Chicago,IL60645	27-1516477	501(c)(3)	10,000	General Operations
(32) United Against Nuclear Iran PO Box 1028 New York,NY10185	26-2387657	501(c)(3)	7,000	General Operations
(33) ORT America 3701 Commercial Ave Suite 13 Northbrook,IL60062	13-5562424	501(c)(3)	6,974	General Operations
(34) Evans Scholar Foundation 2501 Patriot Boulevard Glenview,IL60026	36-2518129	501(c)(3)	6,277	General Operations

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2022

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on 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 noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

Part I, Line 2:

Grants made by the Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund are reviewed. The Jewish United Fund also takes into account information that the grantees provide to accrediting and other funding bodies. The grants made to Jewish Community Centers of Chicago, CJE Senior Life, Ida Crown Jewish Academy, Hebrew Theological College, Associated Talmud Torahs, Jewish Child & Family Services, and Arie Crown Hebrew Day School represent pass-through grants made per the request of certain donor designated gifts. In addition to these allocations, Jewish Federation of Metropolitan Chicago also makes more significant grants to these organizations to support their general operations. Jewish United Fund of Metropolitan Chicago reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. JFNA sends the vast majority of this grant amount to nonprofit organizations in Israel and other countries. JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) each file separate Form 990s and report each specific grant in detail on their Schedule F.

Schedule I (Form 990) 2022

Additional Data

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on 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 .....

Yes

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 on Line 1a? ....

Yes

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.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on 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 ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2022

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 on 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, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1David S Rosen Senior Vice President - Endowments	(i) (ii)	0 ------------- 402,943	0 ------------- 0	0 ------------- 242,720	0 ------------- 39,289	0 ------------- 17,070	0 ------------- 702,022	0 ------------- 25,000
2Dr Steven B Nasatir PhD Executive Vice Chairman	(i) (ii)	39,864 ------------- 429,128	0 ------------- 0	6,633 ------------- 71,400	1,568 ------------- 16,881	1,378 ------------- 14,831	49,443 ------------- 532,240	0 ------------- 0
3Lonnie Nasatir President/CEO	(i) (ii)	199,519 ------------- 243,856	0 ------------- 0	12,463 ------------- 15,233	9,854 ------------- 12,043	7,714 ------------- 9,428	229,550 ------------- 280,560	0 ------------- 0
4Jay Tcath Executive Vice President	(i) (ii)	197,246 ------------- 154,980	0 ------------- 0	1,781 ------------- 1,399	60,665 ------------- 47,666	7,819 ------------- 6,144	267,511 ------------- 210,189	0 ------------- 0
5David S Rubovits PhD Chief Operating Officer	(i) (ii)	297,696 ------------- 0	0 ------------- 0	1,661 ------------- 0	93,067 ------------- 0	14,501 ------------- 0	406,925 ------------- 0	0 ------------- 0
6Deborah Covington Senior VP, Planning & Allocations	(i) (ii)	227,443 ------------- 0	0 ------------- 0	234 ------------- 0	153,718 ------------- 0	8,241 ------------- 0	389,636 ------------- 0	0 ------------- 0
7Boaz Blumovitz Chief Financial Officer	(i) (ii)	192,089 ------------- 157,164	0 ------------- 0	306 ------------- 250	16,633 ------------- 13,608	427 ------------- 349	209,455 ------------- 171,371	0 ------------- 0
8Joy Schwartz Vice President - Communications	(i) (ii)	322,693 ------------- 0	0 ------------- 0	2,063 ------------- 0	28,914 ------------- 0	11,541 ------------- 0	365,211 ------------- 0	0 ------------- 0
9Rabbi Louis A Lazovsky Vice President - Human Resources	(i) (ii)	259,837 ------------- 28,871	0 ------------- 0	5,868 ------------- 652	52,834 ------------- 5,870	10,027 ------------- 1,114	328,566 ------------- 36,507	0 ------------- 0
10James Rosenberg Chief of Staff	(i) (ii)	284,350 ------------- 0	0 ------------- 0	1,661 ------------- 0	71,087 ------------- 0	1,474 ------------- 0	358,572 ------------- 0	0 ------------- 0
11James A Pinkston Vice President - Accounting	(i) (ii)	225,655 ------------- 75,218	0 ------------- 0	126 ------------- 42	19,352 ------------- 6,451	12,989 ------------- 4,330	258,122 ------------- 86,041	0 ------------- 0
12David Prystowsky Chief Development Officer	(i) (ii)	211,610 ------------- 70,536	0 ------------- 0	0 ------------- 0	30,115 ------------- 10,038	10,907 ------------- 3,636	252,632 ------------- 84,210	0 ------------- 0
13Peter Chiswick Sr Assoc V.P. & Dir, JUF Invest.	(i) (ii)	224,395 ------------- 0	0 ------------- 0	5,866 ------------- 0	51,263 ------------- 0	8,102 ------------- 0	289,626 ------------- 0	0 ------------- 0
14Shirley Dvorin Vice President - Human Resources	(i) (ii)	211,061 ------------- 0	0 ------------- 0	5,591 ------------- 0	60,270 ------------- 0	8,956 ------------- 0	285,878 ------------- 0	0 ------------- 0
15Daniel Goldwin Exec. Director, Public Affairs	(i) (ii)	125,750 ------------- 124,748	0 ------------- 0	0 ------------- 0	8,305 ------------- 8,238	4,392 ------------- 4,357	138,447 ------------- 137,343	0 ------------- 0
16Rose Jagust VP, Donor Advised Funds	(i) (ii)	0 ------------- 200,468	0 ------------- 0	0 ------------- 5,028	0 ------------- 54,884	0 ------------- 12,181	0 ------------- 272,561	0 ------------- 0
17Robert Schuckman Vice President - General Council	(i) (ii)	44,645 ------------- 178,582	0 ------------- 0	1,169 ------------- 4,675	6,418 ------------- 25,674	1,816 ------------- 7,265	54,048 ------------- 216,196	0 ------------- 0
18Stuart Spector Vice President - Campaign Operations	(i) (ii)	213,069 ------------- 0	0 ------------- 0	830 ------------- 0	48,286 ------------- 0	7,890 ------------- 0	270,075 ------------- 0	0 ------------- 0
19Kedar Potdar Vice President - Technology	(i) (ii)	212,948 ------------- 0	0 ------------- 0	101 ------------- 0	12,161 ------------- 0	14,320 ------------- 0	239,530 ------------- 0	0 ------------- 0
20Adina Torchman Assoc VP - Financial Resource Dev	(i) (ii)	193,095 ------------- 0	0 ------------- 0	4,879 ------------- 0	33,947 ------------- 0	6,944 ------------- 0	238,865 ------------- 0	0 ------------- 0
21Hallie Shapiro Devir Vice President - COE	(i) (ii)	0 ------------- 170,865	0 ------------- 0	0 ------------- 1,145	0 ------------- 29,010	0 ------------- 545	0 ------------- 201,565	0 ------------- 0
22Tracy More Former Vice President	(i) (ii)	0 ------------- 101,228	0 ------------- 0	0 ------------- 0	0 ------------- 47,276	0 ------------- 6,099	0 ------------- 154,603	0 ------------- 0

Schedule J (Form 990) 2022

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

Part I, Line 1a

During 2022, JUF paid travel costs for the Executive Vice Chairman's wife, who accompanied him on business trips. The cost of the travel was $3,243. This amount was included in the Executive Chairman's W-2 as reportable compensation. During 2022, JUF paid travel costs for the President's wife, who accompanied him on business trips. The cost of travel was $2,989. This amount was included in the President's W-2 as reportable compensation. Social club dues are paid on behalf of appropriate employees conducting business at a private city club. The social club dues are a non-taxable benefit. No country club dues are paid by the organization.

Part I, Line 4b

Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. Dr. Nasatir vested in the following benefits: Benefit payments from the aforementioned agreements will continue for the longer of 1) 10 years through December 2028 or 2) his lifetime. In the event of his death prior to 2029, payments will be made to Dr. Nasatir's beneficiary. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. In 2017, the Jewish Federation entered into a third agreement with Steven Nasatir which provides for annual payments of $21,000 per year, beginning in 2018, for the longer of his lifetime or ten years (through December 2027). In 2022, Steven Nasatir received payments totaling $109,776 from the three supplemental non-qualified retirement plans. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year that began in 2018 and will end in 2028. In 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 that began in 2022 and will end in 2032. David Rosen vested in this benefit in 2022 and the present value of these future benefit payments, which was $207,139 is included in his 2022 reportable compensation. This amount was not paid out in cash to David Rosen in 2022. It represents a one-time actuarially determined figure that is taxable in accordance with the Internal Revenue Code. JUF has an agreement with Jay Tcath that provides for annual payments of $25,000 for 10 years commencing upon his retirement from JUF or if he is no longer employed by JUF, upon reaching age 64. In July 2018, JUF entered a split dollar life insurance agreement with Jay Tcath that will provide a death benefit of $625,000 if he maintains his employment at JUF through June 2023. In addition, JUF and Mr. Tcath entered into another agreement that will provide 15 annual payments of approximately $33,000 per year starting in 2024 and ending in 2038.

Schedule J (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule L
(Form 990)

Department of the Treasury
Internal Revenue Service

Transactions with Interested Persons

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

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I

Excess Benefit Transactions (section 501(c)(3), section 501(c)(4), and section 501(c)(29) 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	(c) Description of transaction	(d) Corrected?
1(a) Name of disqualified person	(c) Description of transaction	Yes	No

Enter the amount of tax incurred by the organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image

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?
(a) Name of interested person	(b) Relationship with organization	(c) Purpose of loan	To	From	(e) Original principal amount	(f) Balance due	Yes	No	Yes	No	Yes	No






Total ............... $

Part III

Grants or Assistance Benefiting 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) 2021

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?
(a) Name of interested person		(c) Amount of transaction	(d) Description of transaction	Yes	No
(1) Associated Agencies Inc	See below	182,997	See below		No

Part V

Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).

Return Reference	Explanation
Schedule L, Part IV: (b)	Relationship between interested persons and the organization: Max Schrayer, Director, is the principal owner and CEO of Associated Agencies, Inc.
Schedule L, Part IV: (d)	Description of Transaction: Associated Agencies, Inc. is JUF's primary broker for liability insurance. During the year ended June 30, 2023, JUF paid Associated Agencies, Inc. $182,997 for such insurance. JUF regularly receives competitive bids from other insurance companies and Mr. Schrayer does not participate in any decision-making or voting regarding the purchase of insurance.

Schedule L (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE M
(Form 990)

Department of the Treasury

Internal Revenue Service

Noncash Contributions

Complete 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 image

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I

Types of Property

	(a) Check if applicable	(b) Number of contributions or items contributed	(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g	(d) Method of determining noncash contribution amounts
1 Art—Works of art ....
2 Art—Historical treasures .
3 Art—Fractional interests ..
4 Books and publications ..
5 Clothing and household goods .......
6 Cars and other vehicles ..
7 Boats and planes ....
8 Intellectual property ...
9 Securities—Publicly traded .	X	277	4,787,909	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 ( )
26 Other ( )
27 Other ( )
28 Other ( )

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

Yes

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 isn't required to be used for exempt purposes for the entire holding period? ...................

30a

If "Yes," describe the arrangement in Part II.

Does the organization have a gift acceptance policy that requires the review of any nonstandard contributions?

32a

Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash

contributions? ..........................

32a

If "Yes," describe in Part II.

If the organization didn't 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) (2022)

Page 2

Part IISupplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Column (b):	Is the number of items contributed.

Schedule M (Form 990) (2022)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Return Reference	Explanation
Form 990, Part III, Line 4a	caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis. Because the Jewish United Fund of Metropolitan Chicago and the Jewish Federation of Metropolitan Chicago are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because JUF provides an annual, multi-million dollar allocation to the Jewish Federation, we measure and report our program and service results jointly for the combined JUF/Federation enterprise, which are summarized below: Mental Health: In the last three years, JUF has invested over $5 million in additional funds in mental health services and infrastructure, enabling our agencies to provide mental health services in record numbers. Last year, JUF agencies provided 47,000 people with an array of mental health services, including: - Direct Services: Counseling, respite, psychiatric evaluations, support groups - Prevention and Intervention: Mental health training for schools, camp counselors and staff, rabbis, agency staff and teens, technology assists for special populations. - Community Outreach and Education Expanded programs fostering mindfulness, meditation, wellness and social connections New Mental Health Projects Funded This Year: - To meet growing mental health needs among youth at Jewish summer camp, JUF is enabling JCC Chicago to add social workers at its 10 JCC Apachi Day Camp locations. - To strengthen the mental health of preschoolers who spent their formative years in the pandemic, JUF is enabling JCFS Chicago's Virginia Frank Child Development Center and the JUF Early Childhood Collaborative to team up to train teachers and coach parents of 1,800 preschoolers. - To address the local spike in mental health issues, JUF is enabling JCFS Chicago to launch a Center for Trauma and Resilience, devoted to preventing people impacted by trauma from developing more significant mental health issues while creating clinical capacity to care for those who do. - To make mental health services more accessible for low-income Jewish families in Chicago's day school community, JUF is enabling REACH and The Ark to team up place a clinician on-site at day schools without social workers, providing mental health services to 150 more children and wrap around services for their families. - To reduce behavioral problems than often accompany mental health issues in children, JUF is enabling REACH to equip local Jewish day school parents, grandparents and teachers with tools to prevent or manage challenging behavior and to reduce their own stress. - To improve mental health for parents of children with disabilities, JUF is enabling Libenu to grow its respite services for caregivers to serve 150 families per year. - To increase mental health services for older adults facing a shortage of psychologists and psychiatrists, JUF is enabling CJE SeniorLife to serve 700 more older adults. CJE will expand short-term group therapy and telehealth support groups; create an online Mental Health Toolkit; and launch initiatives to build future capacity. - To meet a variety of mental health needs, JUF is enabling Mishkan and its mental health center, Maggie's Place, to add multi-faceted mental health programming for nearly 1,000 community members, with components for expectant and new parents, children with behavioral needs and direct services for people who are struggling plus a new marketing campaign to decrease stigma and increase awareness of mental health resources. Responding to a Historic Crisis in Ukraine: When Russia invaded Ukraine in February 2022, 10 million people were displaced, making this the largest humanitarian crisis in Europe since WWII. While thousands of Ukrainian Jews were among the 6 million who fled the country, most of the 200,000 members of the Jewish community are still sheltered within Ukraine's borders. JUF provided $6.71 million in emergency funds to sustain those who have fled or are living under fire and served as a lifeline: - 5.4 million+ pounds of humanitarian aid, including food and medical equipment, was delivered - 81,000 people evacuated from danger zones - 47,000 sheltered after fleeing their homes - 20,000 received medical and mental health care - 240,000 people fed - 43,000* immigrants brought to Israel from Russia, Ukraine and Belarus - 35,000 homebound elderly supported, many of whom are Holocaust survivors JUF partner agencies on the ground in Ukraine and neighboring countries: - The Jewish Agency for Israel is providing Ukrainian Jews with food, supplies, transport and shelter to facilitate their safe passage out of Ukraine; enabling the rapid approval of aliyah for those who choose to move to Israel; and increasing security for local Jewish organizations. - The American Jewish Joint Distribution Committee is sustaining seniors and internally displaced people with food, medicine and homecare, and arranging complex medical evacuations for elderly Jews who wish to leave. - World ORT is providing cash, food and medicine to the staff, students and families at its local schools. - The Israel Trauma Coalition is training personnel in Ukraine and surrounding countries in treating severe psychological trauma and providing direct care to Ukrainians in Israel. - Chabad is providing food, medicine and safe housing for Ukrainian Jews sheltering in place plus facilitating safe passage and housing for people who choose to leave the country. - Hadassah Medical Organization is providing medical equipment and training for Ukrainian health professionals in dealing with mass casualties and trauma. - Hebrew Immigrant Aid Society is serving refugee women, girls, seniors and families with cash assistance for housing, transportation and the purchase of basic necessities. - Hillel International is providing support to its students in Ukraine and surrounding countries. - United Hatzalah is providing emergency medical services to refugees crossing into Moldova. - Nefesh B'Nefesh, in partnership with the IDF, is providing support to Ukrainian lone soldiers. - Shma Yisrael is providing its student transportation and safe housing away from the conflict. - JFNA Professional Volunteer Initiative is recruiting skilled Russian-speaking Jewish professionals to assist refugees in the countries neighboring Ukraine. - Project Kesher is evacuating Ukrainian women and children and sustaining them in host communities - JCC Krakow is providing housing, day care; toiletries and medicine in Poland and Ukraine; evacuating refugees and arranging their transport onwards; and facilitating psychological support. - The Jewish Community Vienna is providing housing, food, financial aid and medical and psychological care for Jewish refugees. - The Emergency Volunteer Project is using its fleet of mobile kitchens and volunteers to deliver hot meals to Ukrainian refugees who are being hosted by Israeli families. Engaging People in Jewish Life and Community: JUF connected young families to Jewish identity and community. - 10,000 local children got free, monthly Jewish books through PJ Library and PJ Our Way. - 8,300 young families participated in programs and events through JUF and its agencies; 1 in 3 of them for the first time. - JUF and its agencies hosted nearly 500 events for young families throughout the year. Dynamic JUF programs engaged teens, college students and young adults in Jewish life. - 6,000 teens engaged Jewishly through JUF and JUF-supported agency programs; 1 in 3 of them for the first time. - 8,500 young adults engaged in programs provided by JUF and its agencies; 43 percent of them for the first time. - 3,000 individuals, nearly half (45 percent) of all Jewish college students in Illinois, participated in Hillel. - 1,400 college students attended 52 pre-Israel programs and events held on 8 Illinois college campuses. - 1,000 youth received $800,000+ in scholarships and vouchers for Jewish summer camp. JUF made Jewish education more affordable. - 4,700 individuals received $47.8 million in scholarships and tuition assistance to help them afford Jewish preschool, day school, graduate and undergraduate programs. - 3,500 local Jewish Day School students, 74 percent of those enrolled, received scholarships and/or tuition assistance from JUF-supported day schools, which totaled $45.4 million. - Nearly 1,000 preschoolers, 1 in 5 of those enrolled, received $1.6 million in scholarships and subsidies from JUF and JCC to help make their early childhood education possible. JUF involved community members of all ages throughout the year.
Form 990, Part III, Line 4a	- 58,000 community members engaged in Jewish programs through JUF and its agencies, from parenting workshops and young family playgroups to Shabbat dinners and Israel trips. - 19,000 adults attended 300+ local Jewish programs provided by JUF and JCC Chicago. - 8,000 people volunteered 188,000 hours of their time to serve their community.
Form 990, Part VI, Section A, line 2	Lonnie Nasatir, President/CEO, and Steven B. Nasatir, Executive Vice Chairman, have a family relationship. Deborah Schrayer Karmin, Secretary, and Max Schrayer, Director, have a family relationship. Max Schrayer, Director, and Josh Herz, Director, have a business relationship.
Form 990, Part VI, Section A, line 6	Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF).
Form 990, Part VI, Section A, line 7a	The election of directors shall be held at the regular annual meeting of JUF/Federation. The Board of directors shall be identical with the Board of Directors of the Federation.
Form 990, Part VI, Section B, line 11b	A copy of the Form 990 is provided to the Board Chair and all Audit Committee members. A draft copy of the 990 was also made available to all Board members on a secure, cloud-based software portal.
Form 990, Part VI, Section B, line 12c	A conflict of interest questionnaire is circulated to all board members (directors), "officers and key employees on an annual basis. This process is managed by JUF's Associate VP, Leadership Engagement and Governance. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship with JUF, he or she is required to abstain from any votes related to that matter. The conflict of interest policy is monitored throughout the year. Additionally, we require board members, officers, and key employees to complete a Form 990 questionnaire each year.
Form 990, Part VI, Section B, line 15	JUF has a compensation committee comprised of the Board Chair, Immediate Past Board Chair, Audit Committee Chair, and Overall Planning and Allocations (Budget) Committee Chair. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JUF executives is consistent with the market, including but not limited to a Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JUF and other officers and key employees. The process for determining the compensation for officers and key employees is documented by the compensation committee's minutes.
Form 990, Part VI, Section C, line 18	The organization is a platinum-level Guidestar participant, demonstrating its commitment to transparency, and as such provides a link to GuideStar on its website for an electronic copy of the Form 990.
Form 990, Part VI, Section C, line 19	The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors and are posted on its website. With regards to the Form 990 and 990-T, the organization provides these documents upon request for the same period of disclosure as set forth in IRC Section 6104(d).
Form 990, Part XI, line 9:	Pension-Related Changes Other Than Pension Expense 3,019,751. Other Non-Operating Activity -951,975.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBullet

Attach to Form 990.
MediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

Jewish United Fund of Metropolitan
Chicago

Employer identification number

36-2167034

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(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	Yes	No
(1)Albert and Lucille Delighter and Marcella Winston Foundation 30 South Wells Suite 4049 Chicago,IL60606 20-5488529	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(2)Bellows Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-3864415	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(3)BLS Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4420871	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(4)Bucksbaum Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4341914	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(5)Charles & Audrey Dann Charitable Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4018189	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(6)Chicago Center for Jewish Genetics 30 South Wells Suite 4049 Chicago,IL60606 20-0120266	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(7)Covenant Foundation 1270 Avenue of the Americas Suite 3 New York,NY10020 36-3722029	Supporting Foundation	NY	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(8)Crown Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-3330462	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(9)Epstein Wenger Family Support Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4380168	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(10)Glickman Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-3857009	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(11)Goodman Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4018187	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(12)Harry Seigle Foundation 31 South Wells Suite 4049 Chicago,IL60607 87-3040698	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(13)Harvey L Miller Supporting Foundation 30 South Wells Suite 4049 Chicago,IL60606 90-0187252	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(14)Helene Diamond & Jorde Nathan Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4157242	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(15)Hillels of Illinois Endowment Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4310755	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(16)IGRB Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4018186	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(17)Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago,IL60606 36-2167761	Social Welfare Institution	IL	501(c)(3)	Line 7	N/A		No
(18)JFMC Facilities Corporation 30 South Wells Suite 4049 Chicago,IL60606 36-3368912	Property Management of Related Non-Profit Organizations	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(19)JFMCP3 Corporation 30 South Wells Suite 4049 Chicago,IL60606 26-2053862	Supporting Organization	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(20)Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago,IL60606 46-6113637	Support the Jewish United Fund	IL	501(c)(3)	Line 12a, I	Jewish United Fund of Metropolitan Chicago	Yes
(21)Lawrence E & Nancy S Glick Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-3662985	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(22)Leonard and Diane Sherman Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4345181	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(23)Manfred and Fern Steinfeld Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4244346	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(24)Michael Reese Health Trust 150 North Wacker Drive Suite 2320 Chicago,IL60606 36-2170910	Grantmaking	IL	501(c)(3)	PF	Jewish Federation of Metropolitan Chicago	Yes
(25)Prairie Minerals Foundation 30 South Wells Suite 4049 Chicago,IL60606 32-0062771	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(26)Robert L & Sylvia M Haag Foundation 30 South Wells Suite 4049 Chicago,IL60606 30-0149729	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(27)Robert U & Roberta Goldman Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 20-3921714	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(28)Rose Family Supporting Foundation 30 South Wells Suite 4049 Chicago,IL60606 20-5389086	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(29)Seder Family Foundation 31 South Wells Suite 4049 Chicago,IL60607 36-3988995	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(30)Shure Charitable Trust created uw of Sidney N Shure 30 South Wells Suite 4049 Chicago,IL60606 36-7681597	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(31)Sisyphus Supporting Foundation 30 South Wells Suite 4049 Chicago,IL60606 20-5944850	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(32)Tamar & Jonathan Koschitzky Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 30-0149723	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(33)The First Spoke Foundation 30 South Wells Suite 4049 Chicago,IL60606 20-0894628	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(34)The Harriette and Ted Perlman Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 81-1309979	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(35)The Pritzker Family Philanthropic Fund 71 S Wacker Drive Ste 4600 Chicago,IL60606 36-3623264	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(36)The Robert and Yadelle Sklare Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4389423	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(37)The SwartzbergZoller Family Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-3864416	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(38)Wagner Descendant's Foundation 30 South Wells Suite 4049 Chicago,IL60606 20-4004517	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(39)Weiss Memorial Hospital Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-4413031	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes
(40)Z Frank Camp Apachi Supporting Foundation 30 South Wells Suite 4049 Chicago,IL60606 36-3833108	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2021

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
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) JFMC Pooled Endowment Portfolio LLC 30 S Wells Suite 4049 Chicago,IL60606 45-1610644	See Sch. R, Part VII	IL	N/A	N/A				No			No

Part IV

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

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(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	Yes	No
(1) Charitable Remainder Unitrusts (19)	Charitable Trust	IL	Jewish Federation of Metropolitan Chicago	T				Yes
(2) Charitable Remainder Annuity Trusts (3)	Charitable Trust	IL	Jewish Federation of Metropolitan Chicago	T				Yes

Schedule R (Form 990) 2021

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

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 .....................

b Gift, grant, or capital contribution to related organization(s) ............................

Yes

c Gift, grant, or capital contribution from related organization(s) ............................

Yes

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

Yes

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

Yes

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

Yes

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

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
(1) Crown Family Foundation	C	18,892,500	Cash
(2) Albert and Lucille Delighter and Marcella Winston Foundation	C	4,300,000	Cash
(3) Shure Charitable Trust	C	1,367,500	Cash
(4) The Pritzker Family Philanthropic Fund	C	1,250,000	Cash
(5) Manfred and Fern Steinfeld Family Foundation	C	1,075,555	Cash
(6) Karl Perl Charitable Trust	C	290,000	Cash

Schedule R (Form 990) 2021

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)	(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
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2021

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) 2021

Additional Data

Software ID:
Software Version:

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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
2	Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately 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; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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) .	Yes	No
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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No
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 separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .	Yes	No