JEWISH UNITED FUND OF METROPOLITAN CHICAGO: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JEWISH UNITED FUND OF METROPOLITAN CHICAGO (EIN 36-2167034)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-12
IRS object ID: 202301329349304215
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-12T13:08:07-05:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	420714325	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	RSM US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	30 S Wacker Drive Ste 3300	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	362167034	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Jewish United Fund of Metropolitan	BusinessNameLine1Txt
Business Name Line2	Chicago	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JEWI	BusinessNameControlTxt
Phone	3123574790	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 South Wells 4049	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	James A Pinkston	PersonNm
Person Title	VP of Accounting	PersonTitleTxt
Phone	3123574790	PhoneNum
Signature	2023-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	James	PersonFirstNm
Person Last	Pinkston	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Rebekuh Eley	PreparerPersonNm
PTIN	P01247672	PTIN
Phone	3126343400	PhoneNum
Preparation	2023-05-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Lonnie Nasatir	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 South Wells 4049	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$118,936,495	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.JUF.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1949	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services.	ActivityOrMissionDesc
Voting Members Governing Body	87	VotingMembersGoverningBodyCnt
Voting Members Independent	86	VotingMembersIndependentCnt
Total Employee	564	TotalEmployeeCnt
Total Volunteers	8093	TotalVolunteersCnt
Total Gross UBI	$823,106	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$105,882,435	PYContributionsGrantsAmt
CY Contributions Grants	$104,390,884	CYContributionsGrantsAmt
PY Program Service Revenue	$3,698,581	PYProgramServiceRevenueAmt
CY Program Service Revenue	$4,209,640	CYProgramServiceRevenueAmt
PY Investment Income	$6,912,665	PYInvestmentIncomeAmt
CY Investment Income	$10,246,701	CYInvestmentIncomeAmt
PY Other Revenue	-$211,598	PYOtherRevenueAmt
CY Other Revenue	-$305,230	CYOtherRevenueAmt
PY Total Revenue	$116,282,083	PYTotalRevenueAmt
CY Total Revenue	$118,541,995	CYTotalRevenueAmt
PY Grants And Similar Paid	$86,577,569	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$91,322,869	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$14,354,778	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$15,067,036	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$43,565	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$25,421	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$7,005,398	CYTotalFundraisingExpenseAmt
PY Other Expenses	$7,554,330	PYOtherExpensesAmt
CY Other Expenses	$8,560,650	CYOtherExpensesAmt
PY Total Expenses	$108,530,242	PYTotalExpensesAmt
CY Total Expenses	$114,975,976	CYTotalExpensesAmt
PY Revenues Less Expenses	$7,751,841	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$3,566,019	CYRevenuesLessExpensesAmt
Total Assets BOY	$243,180,616	TotalAssetsBOYAmt
Total Assets EOY	$219,478,167	TotalAssetsEOYAmt
Total Liabilities BOY	$78,214,264	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$68,639,845	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$164,966,352	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$150,838,322	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
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.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$46,334,299	ExpenseAmt
Grant	$46,127,433	GrantAmt
Revenue	$986,083	RevenueAmt
Desc	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 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:Prolonged isolation, uncertainty and financial stress have taken a toll on mental health across our community. Last year, JUF deployed an additional $2.2 million to ramp up mental health programs for people who were in crisis, struggling with anxiety, depression and addiction. In FY22, thousands more needed help. According to the most recent Chicago Jewish Population Study, mental health care is the greatest single health service need in our local community, with 1 in 4 local Jewish households requiring mental health assistance. The need is particularly stark among people ages 22-39, with nearly half (45%) of young couples and 1 in 3 (36%) young singles requiring mental health care. At the beginning of the fiscal year, there were 200 people on the waitlist for JCFS counseling services and there was a two-month wait for a counseling appointment at CJE SeniorLife.With JUF's support, our agencies stepped up to meet this growing need: - 36,000 people got mental health support from JUF agencies across the community in 2021- a 65% increase over 2020. - JCFS Chicago doubled respite services for families of people with disabilities.- 5,800 professionals throughout the community got training to ensure they could offer appropriate resources and referrals to meet community members' mental health needs.- 800 JCC staff, Jewish preschool and day school teachers got coaching to better serve children's mental health needs and to assist with their own self-care.- Historically, in a typical year, JCC would provide mental health supports to 15% of its campers; in summer 2021, half of its campers required this assistance. With JUF's support, Jewish institutions have added mental health facets to their programming:- Hundreds of young adults got support at one of Chicago's four Base centers- including individualized care, referrals to additional resources and programming to foster emotional resilience through a Jewish lens- to complement connections to community. - Scores of young professionals benefited from additional mental health and employment support through a joint initiative of JUF's Young Leadership Division and JCFS Chicago.- Hundreds of adults of all ages participated in weekly mindfulness programs with OROT.Security:Live Secure Chicago was launched in FY 21-22 to extend JUF's security support across our entire community, with the goal of ensuring that no Jewish institution's security choices are compromised by limited resources and that every member of our community can safely and proudly participate in Jewish life.- To date, 100 Jewish groups have been assisted by JUF in procuring government funds to strengthen their security, including $20 million in federal and $6 million in state security grants. Our goal is to expand JUF's grant writing capacity to fully serve upwards of 300 Jewish organizations, enabling them to apply for- and win- more federal and state grants.- 88 Chicagoland Jewish groups have received $1.6 million in JUF matching grants in the last three years, which leveraged an additional $2.3 million in matching funds, resulting in nearly $4 million of new or improved physical security protecting 37,000 people. Our goal is to establish annual rounds of security grants to extend protection to all local Jewish schools, synagogues, camps and other institutions, ensuring that each facility can rely upon predictable funding cycles to update security plans- and the equipment to back them up. - JUF estimates that our community now spends $5 million annually on security at facilities and events. Our goal is to raise nearly $1 million more annually to extend protection to all local Jewish institutions. - JUF has conducted 250 security audits of local Jewish institutions to date and facilitated over 50 institutional security plans to help protect community members of all ages. Our goal is for every Jewish facility and program in the Chicago metropolitan area to have access to JUF's security expertise and technical assistance to ensure their safety. - In partnership with law enforcement agencies, to date JUF has hosted 20+ community security seminars and dozens of scenario trainings for organizational leaders. Our goal is to offer these seminars and training sessions to more organizations and more people, including staff, faculty and volunteers.- JUF has relationships with 24 federal, state, county, and local law enforcement agencies to ensure our community's access to top officials, security information and resources. Those relationships- and the expertise of those officers- are strengthened via JUF-sponsored Security Seminars in Israel. As part of expanded security operations, our goal is to hold these seminars more frequently. Community Engagement in Jewish Life:In 2021, JUF connected young families to Jewish identity and community:- 11,000 local children get free, monthly Jewish books through PJ Library & PJ Our Way. - 8,000 young families participated in programs and events through JUF and its agencies last year- 1 in 5 of them for the first time.- JUF and its agencies hosted 300 events for young families throughout the yearDynamic, JUF-supported programs engaged teens, college students & young adults in Jewish life:- 7,400 teens engaged Jewishly through programs run by JUF and JUF-supported agencies- an 87% increase over 2020. - 5,500 young adults engaged in programs provided by JUF and its agencies in 2021- half of them for the first time. - 2,300 (36%) of all Jewish college students in Illinois participated in Hillel in 2021.- 1,500 college students attended 54 pre-Israel programs and events held on 16 college campuses across Illinois- 1,200 youth received $1 million in scholarships and vouchers for Jewish summer camp.JUF continued to make Jewish education more affordable: - 4,300 individuals received $45.6 million in scholarships & tuition assistance in 2021 to help them afford Jewish preschool, day school, graduate and undergraduate programs.- 3,500 local Jewish Day School students- 76% of those enrolled- received scholarships and/or tuition assistance from JUF-supported day schools, which totaled $43.8 million in 2021.- 500+ preschoolers- 1 in 5 of those enrolled- received $1 million in scholarships and subsidies from JUF and JCC to help make their early childhood education possible. JUF continued to engage community members of all ages:- 48,000 community members attended outreach & education programs through JUF agencies in 2021, from support groups and workshops to genetic education and Jewish enrichment. - 22,000 adults attended 275 local Jewish programs provided by JUF and JCC Chicago.- 9,300 older adults participated in programming across JUF agencies.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$45,605,637	ExpenseAmt
Grant	$45,195,436	GrantAmt
Revenue	$350,356	RevenueAmt
Desc	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.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,844,210	ExpenseAmt
Desc	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.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	RevenueRevenueAmt	DescDesc
$619,884	$36,049	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.
$3,294,563	$2,014,046	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.

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$3,914,447	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$2,050,095	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$97,698,593	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	Yes (1)	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	Yes (1)	ForeignOfficeInd
Foreign Activities	Yes (1)	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (1)	ProfessionalFundraisingInd
Fundraising Activities	Yes (1)	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (1)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (1)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	35	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	564	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (1)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (1)	Form990TFiledInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	87	GoverningBodyVotingMembersCnt
Independent Voting Member	86	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (1)	MembersOrStockholdersInd
Election Of Board Members	Yes (1)	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd
Other	Yes (X)	OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	James A Pinkston	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3123574790	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 South Wells Ste 4049	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (107 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Pam F Szokol
Board Chair	10.00	10.00	Yes (X)	Yes (X)	$0	$0	$0
Wendy C Abrams
Vice Chair	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
Carey Cooper
Vice Chair	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
Jordan T Goodman
Vice Chair	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Dana Westreich Hirt
Vice Chair	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Deborah Schrayer Karmin
Vice Chair	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Jane Cadden Lederman
Vice Chair	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
Jennifer Leemis
Vice Chair	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
Steven N Miller
Vice Chair	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
David Rosenbaum
Vice Chair	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Gail L Rudo
Vice Chair	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Kim Shwachman
Vice Chair	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
Marc Spellman
Vice Chair	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
Bruce Taylor
Vice Chair	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Cindy Kaplan
Treasurer	5.00	5.00	Yes (X)	Yes (X)	$0	$0	$0
Lindsey P Markus
Assistant Treasurer	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Peter B Bensinger Jr
Secretary	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Jeremy Amster
Assistant Secretary	0.50	0.50	Yes (X)	Yes (X)	$0	$0	$0
Katie Berger
Director	0.50	0.50	Yes (X)		$0	$0	$0
Wendy Berger
Director	5.00	5.00	Yes (X)		$0	$0	$0
Debbie L Berman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Marc Berman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Marc S Brenner
Director	0.50	0.50	Yes (X)		$0	$0	$0
David T Brown
Director	0.50	0.50	Yes (X)		$0	$0	$0
Karen Budin
Director	0.50	0.50	Yes (X)		$0	$0	$0
Susan Spier Chapman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Caroline Davidson
Director	0.50	0.50	Yes (X)		$0	$0	$0
Maury Fertig
Director	0.50	0.50	Yes (X)		$0	$0	$0
Linda Schottenstein Fisher
Director	0.50	0.50	Yes (X)		$0	$0	$0
Michael T Fishman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Jason Friedman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Andrew Glick
Director	0.50	0.50	Yes (X)		$0	$0	$0
David Golder
Director	0.50	0.50	Yes (X)		$0	$0	$0
Craig Goldsmith
Director	0.50	0.50	Yes (X)		$0	$0	$0
Steven M Greenbaum
Director	0.50	0.50	Yes (X)		$0	$0	$0
Andrew L Hananel
Director	0.50	0.50	Yes (X)		$0	$0	$0
King W Harris
Director	0.50	0.50	Yes (X)		$0	$0	$0
David J Hartman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Rabbi Sidney M Helbraun
Director	0.50	0.50	Yes (X)		$0	$0	$0
Andrew S Hochberg
Director	0.50	0.50	Yes (X)		$0	$0	$0
Susan Insoft
Director	0.50	0.50	Yes (X)		$0	$0	$0
Lisa Jericho
Director	0.50	0.50	Yes (X)		$0	$0	$0
Cathy Kahn
Director	0.50	0.50	Yes (X)		$0	$0	$0
Mitch Kaufman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Linda Kellough
Director	0.50	0.50	Yes (X)		$0	$0	$0
Ari Klein
Director	0.50	0.50	Yes (X)		$0	$0	$0
Ann-Louise Kleper
Director	0.50	0.50	Yes (X)		$0	$0	$0
Steven H Lavin
Director	0.50	0.50	Yes (X)		$0	$0	$0
Brian J Levinson
Director	0.50	0.50	Yes (X)		$0	$0	$0
Laurie Lustbader
Director	0.50	0.50	Yes (X)		$0	$0	$0
Yosef Meystel
Director	0.50	0.50	Yes (X)		$0	$0	$0
Lee I Miller
Director	0.50	0.50	Yes (X)		$0	$0	$0
David Nankin
Director	0.50	0.50	Yes (X)		$0	$0	$0
Michael Oxman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Ross S Pearlstein
Director	0.50	0.50	Yes (X)		$0	$0	$0
Sanford E Perl
Director	0.50	0.50	Yes (X)		$0	$0	$0
Daniel J Perlman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Theodore F Perlman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Brandon C Prosansky
Director	0.50	0.50	Yes (X)		$0	$0	$0
Shari Greco Reiches
Director	0.50	0.50	Yes (X)		$0	$0	$0
Elliott Robinson
Director	0.50	0.50	Yes (X)		$0	$0	$0
Avi Rothner
Director	0.50	0.50	Yes (X)		$0	$0	$0
Eric A Rothner
Director	0.50	0.50	Yes (X)		$0	$0	$0
Rabbi Marc Rudolph
Director	0.50	0.50	Yes (X)		$0	$0	$0
Susan Sacks
Director	0.50	0.50	Yes (X)		$0	$0	$0
Charlene K Sales
Director	0.50	0.50	Yes (X)		$0	$0	$0
James Sarnoff
Director	0.50	0.50	Yes (X)		$0	$0	$0
Julie Dann Schneider
Director	0.50	0.50	Yes (X)		$0	$0	$0
Max Schrayer
Director	0.50	0.50	Yes (X)		$0	$0	$0
Harry J Seigle
Director	0.50	0.50	Yes (X)		$0	$0	$0
Midge Perlman Shafton
Director	0.50	0.50	Yes (X)		$0	$0	$0
Devra Resnick Shutan
Director	0.50	0.50	Yes (X)		$0	$0	$0
Morris Silverman
Director	0.50	0.50	Yes (X)		$0	$0	$0
Bill Silverstein
Director	0.50	0.50	Yes (X)		$0	$0	$0
Shari Slavin
Director	0.50	0.50	Yes (X)		$0	$0	$0
Judy L Smith
Director	0.50	0.50	Yes (X)		$0	$0	$0
Sara Crown Star
Director	0.50	0.50	Yes (X)		$0	$0	$0
Phyllis Tabachnick
Director	0.50	0.50	Yes (X)		$0	$0	$0
Deborah Winick
Director	0.50	0.50	Yes (X)		$0	$0	$0
Joseph Wolf
Director	0.50	0.50	Yes (X)		$0	$0	$0
Andrea R Yablon
Director	0.50	0.50	Yes (X)		$0	$0	$0
Michael H Zaransky
Director	0.50	0.50	Yes (X)		$0	$0	$0
Logan Booth
Ex-Officio	0.50	0.50	Yes (X)		$0	$0	$0
Carla Fishman
Ex-Officio	0.50	0.50	Yes (X)		$0	$0	$0
Hilary Greenberg
Ex-Officio	0.50	0.50	Yes (X)		$0	$0	$0
Danielle Pearl
Ex-Officio	0.50	0.50	Yes (X)		$0	$0	$0
Robyn Tavel
Ex-Officio	0.50	0.50	Yes (X)		$0	$0	$0
Dr Steven B Nasatir PhD
Executive Vice Chairman	6.00	32.00		Yes (X)	$43,209	$465,138	$16,124
David S Rosen
Senior Vice President - Endowments	0.00	50.00		Yes (X)	$0	$423,355	$47,244
Lonnie Nasatir
President	25.00	25.00		Yes (X)	$202,551	$247,562	$31,655
Jay Tcath
Executive Vice President	25.00	25.00		Yes (X)	$192,691	$151,400	$103,418
David S Rubovits PhD
Chief Operating Officer	50.00	0.00		Yes (X)	$301,144	$0	$94,033
Boaz Blumovitz
Chief Financial Officer	22.50	27.50		Yes (X)	$186,822	$152,854	$25,117
James Rosenberg
Chief of Staff	50.00	0.00		Yes (X)	$277,094	$0	$66,801
James A Pinkston
Vice President - Accounting	20.00	30.00		Yes (X)	$219,924	$73,308	$36,845
Deborah Covington
Senior VP, Planning & Allocations	40.00	10.00		Yes (X)	$208,208	$0	$126,913
Robert Schuckman
Vice President - General Council	10.00	40.00		Yes (X)	$45,005	$180,020	$43,434
David Prystowsky
Vice President - Campaign	50.00	0.00		Yes (X)	$256,728	$0	$44,669
Peter Chiswick
Sr Assoc V.P. & Dir, JUF Invest.	25.00	25.00		Yes (X)	$222,096	$0	$57,766
Audra P Berg
VP, Leadership Eng. & Board Rel.	8.50	41.50		Yes (X)	$178,879	$0	$35,756
Tracy More
V.P. Cmty. Outreach & Eng. Officer	0.00	50.00		Yes (X)	$0	$186,764	$13,792
Rabbi Louis A Lazovsky
Vice President - Human Resources	40.00	10.00			$260,608	$28,957	$67,260	Yes (X)
Joy Schwartz
Vice President - Communications	50.00	0.00			$302,463	$0	$33,476		Yes (X)
Shirley Dvorin
Vice President - Human Resources	50.00	0.00			$209,345	$0	$73,604		Yes (X)
Daniel Goldwin
Exec. Director, Public Affairs	25.00	25.00			$122,193	$121,219	$21,881		Yes (X)
Stuart Spector
Vice President - Campaign Operations	50.00	0.00			$207,647	$0	$49,984		Yes (X)
Kedar Potdar
Vice President - Technology	50.00	0.00			$212,358	$0	$22,154		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$3,648,965	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$2,030,577	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,011,926	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	16	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Mittera Wisconsin LLC
555 Beichl Avenue	Beaver Dam	WI	53916	Publication Services	$321,394
VRP Consulting
268 Bush Street 3836	San Francisco	CA	94104	Technology Consulting	$272,527
RSM US LLP
30 South Wacker Drive	Chicago	IL	60606	Auditing Services	$268,050
ennVee TechnoGroup Inc
2616 Rutland Road	Naperville	IL	60564	Technology Consulting	$257,561
Central Park Speakers LLC
1658 N Milwaukee Ave	Chicago	IL	60647	Speakers' Agency	$153,687

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	9	CntrctRcvdGreaterThan100KCnt
Related Organizations	$17,765,000	RelatedOrganizationsAmt
All Other Contributions	$86,625,884	AllOtherContributionsAmt
Noncash Contributions	$4,875,951	NoncashContributionsAmt
Total Contributions	$104,390,884	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
Service Fees	561000	$1,943,955	$1,943,955
Program Fees	561000	$1,442,579	$1,442,579
Magazine Advertising	541800	$823,106		$823,106

Field	Value	IRS element (for citing)
Total Program Service Revenue	$4,209,640	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$156,127	TotalRevenueColumnAmt
Exclusion	$156,127	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$10,090,574	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$10,090,574	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$10,090,574	TotalRevenueColumnAmt
Exclusion	$10,090,574	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$89,270	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$394,500	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$305,230	TotalRevenueColumnAmt
Exclusion	-$305,230	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$118,541,995	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,386,534	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$823,106	UnrelatedBusinessRevenueAmt
Exclusion	$9,941,471	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$91,322,869	TotalAmt
Program Services	$91,322,869	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$2,644,431	TotalAmt
Program Services	$684,267	ProgramServicesAmt
Management And General	$1,092,114	ManagementAndGeneralAmt
Fundraising	$868,050	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$117,935	TotalAmt
Management And General	$117,935	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,659,582	TotalAmt
Program Services	$2,499,492	ProgramServicesAmt
Management And General	$3,989,276	ManagementAndGeneralAmt
Fundraising	$3,170,814	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$661,272	TotalAmt
Program Services	$170,994	ProgramServicesAmt
Management And General	$272,899	ManagementAndGeneralAmt
Fundraising	$217,379	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,190,290	TotalAmt
Program Services	$307,790	ProgramServicesAmt
Management And General	$491,218	ManagementAndGeneralAmt
Fundraising	$391,282	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$793,526	TotalAmt
Program Services	$205,193	ProgramServicesAmt
Management And General	$327,478	ManagementAndGeneralAmt
Fundraising	$260,855	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$644,044	TotalAmt
Program Services	$623,979	ProgramServicesAmt
Management And General	$20,065	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$107,882	TotalAmt
Management And General	$107,882	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$20,365	TotalAmt
Management And General	$20,365	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$25,421	TotalAmt
Fundraising	$25,421	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$458,885	TotalAmt
Program Services	$113,776	ProgramServicesAmt
Management And General	$324,006	ManagementAndGeneralAmt
Fundraising	$21,103	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$22,806	TotalAmt
Program Services	$11,734	ProgramServicesAmt
Fundraising	$11,072	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$749,708	TotalAmt
Program Services	$297,183	ProgramServicesAmt
Management And General	$76,139	ManagementAndGeneralAmt
Fundraising	$376,386	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,786,500	TotalAmt
Program Services	$151,706	ProgramServicesAmt
Management And General	$1,437,333	ManagementAndGeneralAmt
Fundraising	$197,461	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$2,091,545	TotalAmt
Program Services	$376,337	ProgramServicesAmt
Management And General	$1,198,341	ManagementAndGeneralAmt
Fundraising	$516,867	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$148,255	TotalAmt
Program Services	$79,767	ProgramServicesAmt
Management And General	$40,911	ManagementAndGeneralAmt
Fundraising	$27,577	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$87,302	TotalAmt
Program Services	$15,837	ProgramServicesAmt
Management And General	$53,493	ManagementAndGeneralAmt
Fundraising	$17,972	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$193,445	TotalAmt
Program Services	$69,901	ProgramServicesAmt
Management And General	$123,544	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$590,232	TotalAmt
Program Services	$79,930	ProgramServicesAmt
Management And General	$356,655	ManagementAndGeneralAmt
Fundraising	$153,647	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$99,500	TotalAmt
Management And General	$99,500	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Events-Before Income	$651,638	$4,745	$3,596	$643,297
Credit Card Fees	$340,313	$340,313
Missions-Before Income	$227,273	$227,273
Temporary Help	$118,955	$25,212	$42,914	$50,829

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$222,002	TotalAmt
Program Services	$90,295	ProgramServicesAmt
Management And General	$76,321	ManagementAndGeneralAmt
Fundraising	$55,386	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$114,975,976	TotalAmt
Program Services	$97,698,593	ProgramServicesAmt
Management And General	$10,271,985	ManagementAndGeneralAmt
Fundraising	$7,005,398	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$8,672,125	BOYAmt
EOY	$7,463,414	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$32,837,929	BOYAmt
EOY	$35,463,889	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$482,445	BOYAmt
EOY	$598,750	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$569,796	BOYAmt
EOY	$525,344	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$4,016,664	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,803,869	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,618,420	BOYAmt
EOY	$2,212,795	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$166,332,046	BOYAmt
EOY	$148,273,646	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$32,667,855	BOYAmt
EOY	$24,940,329	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$243,180,616	BOYAmt
EOY	$219,478,167	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,151,808	BOYAmt
EOY	$3,663,258	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$9,815,911	BOYAmt
EOY	$8,186,431	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,805,546	BOYAmt
EOY	$7,710,477	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$63,440,999	BOYAmt
EOY	$49,079,679	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$78,214,264	BOYAmt
EOY	$68,639,845	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$148,821,880	BOYAmt
EOY	$134,351,032	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,144,472	BOYAmt
EOY	$16,487,290	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$164,966,352	BOYAmt
EOY	$150,838,322	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$243,180,616	BOYAmt
EOY	$219,478,167	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$3,566,019	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$23,629,192	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,935,143	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$127,924,342	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$97,348,743	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$88,164,933	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$127,529,776	CurrentTaxYearMinus1YearAmt
Current Tax Year	$104,390,884	CurrentTaxYearAmt
Total	$545,358,678	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$127,924,342	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$97,348,743	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$88,164,933	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$127,529,776	CurrentTaxYearMinus1YearAmt
Current Tax Year	$104,390,884	CurrentTaxYearAmt
Total	$545,358,678	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$33,204,830	SubstantialContributorsTotAmt
Public Support Total170	$512,153,848	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,863	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$381,777	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$589,370	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$259,050	CurrentTaxYearMinus1YearAmt
Current Tax Year	$156,127	CurrentTaxYearAmt
Total	$1,412,187	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$546,770,865	TotalSupportAmt
Gross Receipts Rltd Activities	$28,832,182	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.93670	PublicSupportCY170Pct
Public Support PY170	0.93280	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Part II, Short Year Explanation:	FormAndLineReferenceDesc
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 (d) 2020 along with the current fiscal year amounts.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Volunteers	Yes (1)	VolunteersInd
Paid Staff Or Management	Yes (1)	PaidStaffOrManagementInd
Media Advertisements	0	MediaAdvertisementsInd
Mailings Members	0	MailingsMembersInd
Publications Or Broadcast	0	PublicationsOrBroadcastInd
Grants Other Organizations	0	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (1)	DirectContactLegislatorsInd
Direct Contact Legislators	$9,600	DirectContactLegislatorsAmt
Rallies Demonstrations	0	RalliesDemonstrationsInd
Other Activities	0	OtherActivitiesInd
Total Lobbying Expenditures	$9,600	TotalLobbyingExpendituresAmt
Not Described Section501c3	0	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part II-B, Line 1:	FormAndLineReferenceDesc
Explanation	The JCRC participated in the following legislative activities in fiscal year 2022: 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.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$160,809,154	BeginningYearBalanceAmt
Contributions	$3,817,361	ContributionsAmt
Investment Earnings Or Losses	-$13,483,303	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,238,601	OtherExpendituresAmt
End Year Balance	$143,904,611	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$135,168,573	BeginningYearBalanceAmt
Contributions	$1,230,488	ContributionsAmt
Investment Earnings Or Losses	$31,677,723	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,267,630	OtherExpendituresAmt
End Year Balance	$160,809,154	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$128,666,527	BeginningYearBalanceAmt
Contributions	$133,716	ContributionsAmt
Investment Earnings Or Losses	$15,416,091	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,283,619	OtherExpendituresAmt
End Year Balance	$136,932,715	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$125,853,578	BeginningYearBalanceAmt
Contributions	$14,502,889	ContributionsAmt
Investment Earnings Or Losses	-$2,811,081	InvestmentEarningsOrLossesAmt
Other Expenditures	$8,878,859	OtherExpendituresAmt
End Year Balance	$128,666,527	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$70,657,506	BeginningYearBalanceAmt
Contributions	$50,484,460	ContributionsAmt
Investment Earnings Or Losses	$11,600,319	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,888,707	OtherExpendituresAmt
End Year Balance	$125,853,578	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.89902	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.08394	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.01704	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (1)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (1)	RelatedOrgListSchRInd

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,931,008	OtherCostOrOtherBasisAmt
Depreciation	$1,755,739	DepreciationAmt
Book Value	$2,175,269	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$85,656	OtherCostOrOtherBasisAmt
Depreciation	$48,130	DepreciationAmt
Book Value	$37,526	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,212,795	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Investment in Life Insurance Policies	$4,293,758	F
Other Investments	$112,778	F
JFMC Pooled Endowment Portfolio, LLC	$143,867,110	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$148,273,646	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDesc	Book ValueBookValueAmt
Due from Participating Employers for Pension Benefits	$24,592,056
Due from JFMC Facilities Corporation	$348,273

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$24,940,329	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDesc	AmtAmt
Liability for Pension Benefits	$47,787,143
Due to Jewish Federation of Metropolitan Chicago	$437,929
Insurance Pool Reserve	$854,607

Field	Value	IRS element (for citing)
Total Liability	$49,079,679	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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, 2022, 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 2019.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Israel	RegionTxt
Offices	1	OfficesCnt
Employee	4	EmployeeCnt
Type Of Activities Conducted	Program Services	TypeOfActivitiesConductedTxt
Specific Services Provided	Oversight and monitoring of overseas allocation.	SpecificServicesProvidedTxt
Region Total Expenditures	$718,790	RegionTotalExpendituresAmt

Field	Value	IRS element (for citing)
Subtotal Offices	1	SubtotalOfficesCnt
Subtotal Employees	4	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	1	TotalOfficeCnt
Total Employee	4	TotalEmployeeCnt
Subtotal Spent	$718,790	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$718,790	TotalSpentAmt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part III Accounting Method:	FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
Agrmt Prof Fundraising Acty	Yes (1)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Siegel Marketing Group	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1845 N Farwell Ave Suite 300	AddressLine1Txt
City	Milwaukee	CityNm
State Abbreviation	WI	StateAbbreviationCd
ZIP	53202	ZIPCd

Field	Value	IRS element (for citing)
Activity	Phone solicitation	ActivityTxt
Fundraiser Control Of Funds	0	FundraiserControlOfFundsInd
Gross Receipts	$128,786	GrossReceiptsAmt
Retained By Contractor	$25,421	RetainedByContractorAmt
Net To Organization	$103,365	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$128,786	TotalGrossReceiptsAmt
Total Retained By Contractors	$25,421	TotalRetainedByContractorsAmt
Total Net To Organization	$103,365	TotalNetToOrganizationAmt
Licensed States	IL	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	Lion Luncheon	Event1Nm
Gross Receipts Event1	$14,935	GrossReceiptsEvent1Amt
Gross Revenue Event1	$14,935	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$39,380	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$2,960	FoodAndBeverageEvent1Amt
Entertainment Event1	$15,000	EntertainmentEvent1Amt
Other Direct Expenses Event1	$8,121	OtherDirectExpensesEvent1Amt
Event2	Spring Event	Event2Nm
Gross Receipts Event2	$45,405	GrossReceiptsEvent2Amt
Gross Revenue Event2	$45,405	GrossRevenueEvent2Amt
Rent Facility Costs Event2	$90,739	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$47,849	FoodAndBeverageEvent2Amt
Entertainment Event2	$102,256	EntertainmentEvent2Amt
Other Direct Expenses Event2	$7,930	OtherDirectExpensesEvent2Amt
Other Events Total	4	OtherEventsTotalCnt
Gross Receipts Other Events	$28,930	GrossReceiptsOtherEventsAmt
Gross Revenue Other Events	$28,930	GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events	$48,644	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$1,716	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$23,594	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$6,311	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$89,270	GrossReceiptsTotalAmt
Gross Revenue Total Events	$89,270	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$178,763	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$52,525	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$140,850	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$22,362	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$394,500	DirectExpenseSummaryEventsAmt
Net Income Summary	-$305,230	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule G, Part II Fundraising Events -	FormAndLineReferenceDesc
Explanation	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 2022 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.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (26 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
Jewish Federations of North America
25 Broadway	New York	NY	10004	131624240	501(c)(3)	$45,195,436	$0	General operations and overseas grants
Jewish Federation of Metropolitan Chicago
30 S Wells Street Suite 4049	Chicago	IL	60606	362167761	501(c)(3)	$42,260,084	$0	To support a range of nonprofit organizations which address humanitarian, health and welfare needs.
Jewish Community Centers of Chicago
300 Revere Dr	Northbrook	IL	60062	362167758	501(c)(3)	$583,576	$0	EZRA and Other Programming
American Jewish Joint Distribution Committee
220 E 42nd Street	New York	NY	10017	131656634	501(c)(3)	$507,540	$0	General Operations
CJE Senior Life
3003 W Touhy Avenue	Chicago	IL	60645	362727597	501(c)(3)	$424,614	$0	General Operations
Jewish Child & Family Services
216 W Jackson Boulevard Suite 800	Chicago	IL	60606	362167757	501(c)(3)	$386,636	$0	General Operations
Mount Sinai Medical Center
1500 S Fairfield Avenue	Chicago	IL	60608	361509000	501(c)(3)	$178,247	$0	General Operations
Hebrew Theological College
7135 Carpenter Road	Skokie	IL	60077	362167095	501(c)(3)	$150,000	$0	General Operations
Jewish Federation of Palm Beach County
1 Harvard Circle Suite 100	West Palm Beach	FL	33409	590948696	501(c)(3)	$105,000	$0	General Operations
Arie Crown Hebrew Day School
4600 Main Street	Skokie	IL	60076	362129620	501(c)(3)	$100,000	$0	General Operations
Ida Crown Jewish Academy
8233 Central Park Avenue	Skokie	IL	60076	362167009	501(c)(3)	$100,000	$0	General Operations
The ARK
6450 N California Ave	Chicago	IL	60645	237164967	501(c)(3)	$59,048	$0	General Operations
Jewish Federation of South Palm Beach County
9901 Donna Klein Blvd	Boca Raton	FL	33428	591945109	501(c)(3)	$56,555	$0	General Operations
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SW	Washington	DC	20024	521309391	501(c)(3)	$50,500	$0	General Operations
American Committee for the Weizmann Institute of Science
633 Third Ave New York NY 10017	New York	NY	10017	131623886	501(c)(3)	$25,000	$0	General Operations
Chicago Chesed Fund
7045 N Ridgeway Ave	Lincolnwood	IL	60712	363641111	501(c)(3)	$25,000	$0	General Operations
Hillel Torah North Suburban Day School
7120 N Laramie Ave	Skokie	IL	60077	362436314	501(c)(3)	$25,000	$0	General Operations
Jewish National Fund
60 Revere Dr	Northbrook	IL	60062	131659627	501(c)(3)	$25,000	$0	General Operations
Maot Chitim
3710 Commercial Ave Suite 7	Northbrook	IL	60062	363398501	501(c)(3)	$20,000	$0	General Operations
Shalva
PO Box 46375	Chicago	IL	60646	363449507	501(c)(3)	$19,367	$0	General Operations
Associated Talmud Torahs
3531 Madison Street	Skokie	IL	60076	362169123	501(c)(3)	$16,800	$0	General Operations
Jewish Agency for Israel North American Council
633 Third Avenue 21st Floor	New York	NY	10017	230053483	501(c)(3)	$10,000	$0	General Operations
Northwestern Memorial Foundation
251 E Huron St	Chicago	IL	60611	363152959	501(c)(3)	$8,789	$0	General Operations
ORT America
3701 Commercial Ave Suite 13	Northbrook	IL	60062	135562424	501(c)(3)	$7,293	$0	General Operations
United Against Nuclear Iran
PO Box 1028	New York	NY	10185	262387657	501(c)(3)	$7,000	$0	General Operations
Keshet
610 Academy Dr Suite 130	Northbrook	IL	60062	363441392	501(c)(3)	$5,125	$0	General Operations

Field	Value	IRS element (for citing)
Total501c3 Org	26	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 2:	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	Yes (X)	TravelForCompanionsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (1)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (1)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (1)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dr Steven B Nasatir PhD
Executive Vice Chairman	$36,922	$397,459	$0	$0	$6,287	$67,679	$248	$2,664	$1,157	$12,449	$44,614	$480,251	$0	$0
Lonnie Nasatir
President	$192,166	$234,869	$0	$0	$10,385	$12,693	$8,272	$10,110	$6,322	$7,727	$217,145	$265,399	$0	$0
David S Rosen
Senior Vice President - Endowments	$0	$392,048	$0	$0	$0	$31,307	$0	$34,091	$0	$13,929	$0	$471,375	$0	$25,000
Jay Tcath
Executive Vice President	$190,883	$149,979	$0	$0	$1,808	$1,421	$51,575	$40,524	$6,773	$5,322	$251,039	$197,246	$0	$0
David S Rubovits PhD
Chief Operating Officer	$299,483	$0	$0	$0	$1,661	$0	$82,099	$0	$12,711	$0	$395,954	$0	$0	$0
Boaz Blumovitz
Chief Financial Officer	$186,516	$152,604	$0	$0	$306	$250	$13,814	$11,303	$427	$349	$201,063	$164,506	$0	$0
Rabbi Louis A Lazovsky
Vice President - Human Resources	$254,705	$28,301	$0	$0	$5,903	$656	$52,601	$5,845	$8,632	$959	$321,841	$35,761	$0	$0
James Rosenberg
Chief of Staff	$276,537	$0	$0	$0	$557	$0	$66,156	$0	$1,422	$0	$344,672	$0	$0	$0
Joy Schwartz
Vice President - Communications	$301,906	$0	$0	$0	$557	$0	$24,512	$0	$9,741	$0	$336,716	$0	$0	$0
Deborah Covington
Senior VP, Planning & Allocations	$207,945	$0	$0	$0	$263	$0	$119,401	$0	$7,531	$0	$335,140	$0	$0	$0
James A Pinkston
Vice President - Accounting	$219,787	$73,262	$0	$0	$137	$46	$17,387	$5,796	$10,502	$3,501	$247,813	$82,605	$0	$0
David Prystowsky
Vice President - Campaign	$256,728	$0	$0	$0	$0	$0	$32,476	$0	$12,212	$0	$301,416	$0	$0	$0
Shirley Dvorin
Vice President - Human Resources	$203,969	$0	$0	$0	$5,376	$0	$66,021	$0	$8,237	$0	$283,603	$0	$0	$0
Peter Chiswick
Sr Assoc V.P. & Dir, JUF Invest.	$214,159	$0	$0	$0	$7,937	$0	$50,894	$0	$7,556	$0	$280,546	$0	$0	$0
Robert Schuckman
Vice President - General Council	$43,253	$173,010	$0	$0	$1,752	$7,010	$7,111	$28,445	$1,707	$6,828	$53,823	$215,293	$0	$0
Daniel Goldwin
Exec. Director, Public Affairs	$122,191	$121,218	$0	$0	$2	$1	$7,145	$7,088	$3,849	$3,819	$133,187	$132,126	$0	$0
Stuart Spector
Vice President - Campaign Operations	$206,838	$0	$0	$0	$809	$0	$43,339	$0	$7,299	$0	$258,285	$0	$0	$0
Kedar Potdar
Vice President - Technology	$212,358	$0	$0	$0	$0	$0	$10,475	$0	$12,374	$0	$235,207	$0	$0	$0
Audra P Berg
VP, Leadership Eng. & Board Rel.	$178,381	$0	$0	$0	$498	$0	$24,515	$0	$11,837	$0	$215,231	$0	$0	$0
Tracy More
V.P. Cmty. Outreach & Eng. Officer	$0	$186,639	$0	$0	$0	$125	$0	$0	$0	$13,811	$0	$200,575	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Part I, Line 1a

During 2021, JUF paid travel costs for the Executive Vice Chairman's wife, who accompanied him on business trips. The cost of the travel was $583. This amount was included in the Executive Chairman's W-2 as reportable compensation. During 2021, JUF paid travel costs for the President's wife, who accompanied him on business trips. The cost of travel was $910. 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 2021, Steven Nasatir received payments totaling $108,552 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. Jay Tcath: 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 if Mr. Tcath maintains his employment at JUF.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Associated Agencies Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	See below	RelationshipDescriptionTxt
Transaction	$117,935	TransactionAmt
Transaction	See below	TransactionDesc
Sharing Of Revenues	0	SharingOfRevenuesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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: (b)	Description of Transaction: Associated Agencies, Inc. is JUF's primary broker for liability insurance. During the year ended June 30, 2022, JUF paid Associated Agencies, Inc. $117,935 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 M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	323	ContributionCnt
Noncash Contributions Rpt F990	$4,875,951	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Fair Market Value	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Column (b):	FormAndLineReferenceDesc
Explanation	Is the number of items contributed.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 2	Lonnie Nasatir, President, and Steven B. Nasatir, Executive Vice Chairman, have a family relationship. Deborah Schrayer Karmin, Director, and Max Schrayer, Director, have a family relationship. Eric Rothner, Director, and Avi Rothner, Director, have a family 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 Assistant VP of Leadership Development. 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 7,354,022. Other Non-Operating Activity -1,418,879.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (40 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Direct Controlling NADirectControllingNACd
Albert and Lucille Delighter and Marcella Winston Foundation
30 South Wells Suite 4049	Chicago	IL	60606	205488529	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Bellows Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	363864415	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
BLS Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364420871	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Bucksbaum Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364341914	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Charles & Audrey Dann Charitable Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364018189	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Chicago Center for Jewish Genetics
30 South Wells Suite 4049	Chicago	IL	60606	200120266	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Covenant Foundation
1270 Avenue of the Americas Suite 3	New York	NY	10020	363722029	Supporting Foundation	NY	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Crown Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	363330462	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Epstein Wenger Family Support Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364380168	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Glickman Foundation
30 South Wells Suite 4049	Chicago	IL	60606	363857009	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Goodman Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364018187	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Harry Seigle Foundation
31 South Wells Suite 4049	Chicago	IL	60607	873040698	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Harvey L Miller Supporting Foundation
30 South Wells Suite 4049	Chicago	IL	60606	900187252	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Helene Diamond & Jorde Nathan Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364157242	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Hillels of Illinois Endowment Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364310755	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
IGRB Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364018186	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Jewish Federation of Metropolitan Chicago
30 South Wells Suite 4049	Chicago	IL	60606	362167761	Social Welfare Institution	IL	501(c)(3)	Line 7		0	N/A
JFMC Facilities Corporation
30 South Wells Suite 4049	Chicago	IL	60606	363368912	Property Management of Related Non-Profit Organizations	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
JFMCP3 Corporation
30 South Wells Suite 4049	Chicago	IL	60606	262053862	Supporting Organization	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Karl Perl Charitable Trust
30 South Wells Suite 4049	Chicago	IL	60606	466113637	Support the Jewish United Fund	IL	501(c)(3)	Line 12a, I	Jewish United Fund of Metropolitan Chicago	Yes (1)
Lawrence E & Nancy S Glick Foundation
30 South Wells Suite 4049	Chicago	IL	60606	363662985	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Leonard and Diane Sherman Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364345181	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Manfred and Fern Steinfeld Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364244346	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Michael Reese Health Trust
150 North Wacker Drive Suite 2320	Chicago	IL	60606	362170910	Grantmaking	IL	501(c)(3)	PF	Jewish Federation of Metropolitan Chicago	Yes (1)
Prairie Minerals Foundation
30 South Wells Suite 4049	Chicago	IL	60606	320062771	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Robert L & Sylvia M Haag Foundation
30 South Wells Suite 4049	Chicago	IL	60606	300149729	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Robert U & Roberta Goldman Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	203921714	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Rose Family Supporting Foundation
30 South Wells Suite 4049	Chicago	IL	60606	205389086	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Seder Family Foundation
31 South Wells Suite 4049	Chicago	IL	60607	363988995	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Shure Charitable Trust created uw of Sidney N Shure
30 South Wells Suite 4049	Chicago	IL	60606	367681597	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Sisyphus Supporting Foundation
30 South Wells Suite 4049	Chicago	IL	60606	205944850	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Tamar & Jonathan Koschitzky Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	300149723	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
The First Spoke Foundation
30 South Wells Suite 4049	Chicago	IL	60606	200894628	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
The Harriette and Ted Perlman Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	811309979	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
The Pritzker Family Philanthropic Fund
71 S Wacker Drive Ste 4600	Chicago	IL	60606	363623264	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
The Robert and Yadelle Sklare Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364389423	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
The SwartzbergZoller Family Foundation
30 South Wells Suite 4049	Chicago	IL	60606	363864416	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Wagner Descendant's Foundation
30 South Wells Suite 4049	Chicago	IL	60606	204004517	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Weiss Memorial Hospital Foundation
30 South Wells Suite 4049	Chicago	IL	60606	364413031	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)
Z Frank Camp Apachi Supporting Foundation
30 South Wells Suite 4049	Chicago	IL	60606	363833108	Supporting Foundation	IL	501(c)(3)	Line 12a, I	Jewish Federation of Metropolitan Chicago	Yes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	JFMC Pooled Endowment Portfolio LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 S Wells Suite 4049	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
EIN	451610644	EIN
Primary Activities	See Sch. R, Part VII	PrimaryActivitiesTxt
Legal Domicile State	IL	LegalDomicileStateCd
Direct Controlling NA	N/A	DirectControllingNACd
Predominant Income Type	N/A	PredominantIncomeTypeTxt
Disproportionate Allocations	0	DisproportionateAllocationsInd
General Or Managing Partner	0	GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrusts (19)
Charitable Trust	IL	Jewish Federation of Metropolitan Chicago	T	Yes (1)
Charitable Remainder Annuity Trusts (3)
Charitable Trust	IL	Jewish Federation of Metropolitan Chicago	T	Yes (1)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (1)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (1)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (1)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (1)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (1)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Crown Family Foundation
C	$9,210,000	Cash
Albert and Lucille Delighter and Marcella Winston Foundation
C	$4,000,000	Cash
The Pritzker Family Philanthropic Fund
C	$2,250,000	Cash
Shure Charitable Trust
C	$1,550,000	Cash
Manfred and Fern Steinfeld Family Foundation
C	$455,000	Cash
Karl Perl Charitable Trust
C	$300,000	Cash