2025-11-11T16:37:04-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2024-01-01 466113637 KARL PERL CHARITABLE TRUST KARL 3123574790 30 SOUTH WELLS STREET 4049 CHICAGO IL 60606 CLAIRE PEACEMAN TRUSTEE 3123574790 2025-11-10 1 1 DAVID LOWENTHAL P00378651 3122071040 2025-11-10 2024 2025-03-06 01:10:19Z CLAIRE PEACEMAN 30 SOUTH WELLS STREET 4049 CHICAGO IL 60606 508014 0 X N/A X 2001 MN THE KARL PERL CHARITABLE TRUST IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS, AND TO CARRY OUT THE PURPOSES OF THE JEWISH UNITED FUND OF METROPOLITAN CHICAGO. 5 2 0 2 0 0 0 0 0 0 25 15 314875 400064 314900 400079 300000 350000 0 0 0 0 0 0 0 0 0 300000 350000 14900 50079 2227973 2278052 0 0 2227973 2278052 THE KARL PERL CHARITABLE TRUST IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS, AND TO CARRY OUT THE PURPOSES OF THE JEWISH UNITED FUND OF METROPOLITAN CHICAGO. 0 0 350000 350000 THE KARL PERL CHARITABLE TRUST OWNS APPROXIMATELY 2,000 ACRES OF FARMLAND IN MINNESOTA AND EARNS INCOME FROM LEASING OF THE PROPERTY. THE NET INCOME FROM THE TRUST IS DISTRIBUTED ANNUALLY TO THE JEWISH UNITED FUND OF METROPOLITAN CHICAGO AND IS DESIGNATED TO AID JEWISH IMMIGRANTS TO THE STATE OF ISRAEL. 350000 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X PETER CHISWICK 3124442814 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 DAVID S ROSEN TRUSTEE 1.00 49.00 X 0 452292 105818 ELISSA POLAN TRUSTEE 1.00 39.00 X 0 121837 39755 BARRON S PERL TRUSTEE 10.00 0.00 X 0 0 0 SHELDON G PERL TRUSTEE 10.00 0.00 X 0 0 0 JULIE ANN SKLAVER TRUSTEE - PART YEAR 1.00 39.00 X 0 114277 38001 CLAIRE PEACEMAN TRUSTEE 1.00 39.00 X 0 69331 11792 0 757737 195366 0 0 1 0 0 15 15 507999 107935 400064 400064 400064 400079 0 0 400079 350000 350000 350000 350000 0 0 138814 205451 2757883 685282 2089159 2072601 2227973 2278052 0 0 X 2227973 2278052 2227973 2278052 2227973 2278052 50079 0 X 0 1 X 1 0 X X 1 JEWISH UNITED FUND OF METROPOLITAN CHICAGO 362167034 7 1 330000 0 1 330000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1986131 1986131 771752 685282 86470 2072601 X PART X, LINE 2: 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 CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FEDERATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FEDERATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE REPORTING PERIODS COVERED BY THESE CONSOLIDATED FINANCIAL STATEMENTS. 1 JEWISH UNITED FUND OF METROPOLITAN CHICAGO 30 SOUTH WELLS SUITE 4049 CHICAGO IL 60606 362167034 501(C)(3) 330000 0 JEWISH RESETTLEMENT FRIENDS OF THE ISRAEL DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 10165 133156445 501(C)(3) 20000 0 NATIV PROGRAM 2 0 PART I, LINE 2: THE GRANTEE MUST FOLLOW UP WITH THE ORGANIZATION WITH A REPORT THAT DETAILS THE USE OF GRANT FUNDS AWARDED TO THEM. 0 1 0 0 0 0 0 0 0 DAVID S ROSEN TRUSTEE 0 414768 0 0 0 37524 0 85133 0 21307 0 558732 0 29284 ELISSA POLAN TRUSTEE 0 121572 0 0 0 265 0 26087 0 14111 0 162035 0 0 JULIE ANN SKLAVER TRUSTEE - PART YEAR 0 114077 0 0 0 200 0 17903 0 20117 0 152297 0 0 PART I, LINE 4B DAVID ROSEN: THE JEWISH FEDERATION HAS AN AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR BEGINNING IN 2018 AND ENDING IN 2028. IN 2017, THE JEWISH FEDERATION ENTERED INTO A SECOND AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 BEGINNING IN 2022 AND ENDING IN 2032. IN TOTAL, DAVID ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2024. FORM 990, PART VI, SECTION A, LINE 2 SHELDON G. PERL AND BARRON S. PERL HAVE A FAMILY RELATIONSHIP. AN OFFICER AND TWO EMPLOYEES OF JEWISH FEDERATION OF METROPOLITAN CHICAGO SERVE AS TRUSTEES FOR KARL PERL CHARITABLE TRUST. FORM 990, PART VI, SECTION B, LINE 11B BOARD MEMBERS REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST QUESTIONNAIRE IS CIRCULATED TO ALL BOARD MEMBERS ON AN ANNUAL BASIS. THE COMPLETED QUESTIONNAIRES ARE REVIEWED AND ANY CONFLICTS ARE DISCLOSED TO THE BOARD OF DIRECTORS. IF A DIRECTOR DOES HAVE A CONFLICT OR BUSINESS RELATIONSHIP, HE OR SHE IS REQUIRED TO ABSTAIN FROM ANY VOTES RELATED TO THAT MATTER. THE CONFLICT OF INTEREST POLICY IS MONITORED THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). ALBERT AND LUCILLE DELIGHTER & MARCELLA WINSTON FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 205488529 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 BELLOWS FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 363864415 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 BLS FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 364420871 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 BUCKSBAUM FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 364341914 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 CHARLES & AUDREY DANN CHARITABLE FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 364018189 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 CHICAGO CENTER FOR JEWISH GENETIC DISORDERS 30 SOUTH WELLS STREET 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STREET SUITE 4049 CHICAGO IL 60606 362167761 HUMAN SERVICES IL 501(C)(3) LINE 7 N/A 0 JEWISH UNITED FUND OF METRO CHICAGO 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 362167034 FUNDRAISING & GRANTMAKING IL 501(C)(3) LINE 7 JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 JFMC FACILITIES CORPORATION 30 SOUTH WELLS STREET 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 0 JFMCP3 CORPORATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 262053862 SUPPORTING ORGANIZATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 LAWRENCE E & NANCY S GLICK FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 363662985 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 LEONARD AND DIANE SHERMAN FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 364345181 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 MANDEKO FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60607 992648874 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 MANFRED AND FERN STEINFELD FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 364244346 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 MICHAEL REESE HEALTH TRUST 200 WEST MADISON STREET SUITE 200 ELGIN IL 60606 362170910 GRANTMAKING IL 501(C)(3) LINE 7 JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 PRAIRIE MINERALS FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 320062771 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 ROBERT U & ROBERTA GOLDMAN FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 203921714 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 ROSE FAMILY SUPPORTING FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 205389086 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 SEDER FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 363988995 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 SHURE CHARITABLE TRUST CREATED UW OF SIDNEY N SHURE 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 367681597 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 SISYPHUS SUPPORTING FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 205944850 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 TAMAR & JONATHAN KOSCHITZKY FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 300149723 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 THE HARRIETTE AND TED PERLMAN FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 811309979 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 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 0 THE ROBERT AND YADELLE SKLARE FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 364389423 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 THE SWARTZBERGZOLLER FAMILY FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 363864416 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 WAGNER DESCENDANT'S FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 204004517 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 Z FRANK CAMP APACHI SUPPORTING FOUNDATION 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 363833108 SUPPORTING FOUNDATION IL 501(C)(3) LINE 12A, I JEWISH FEDERATION OF METROPOLITAN CHICAGO 0 JFMC POOLED ENDOWMENT PORTFOLIO LLC 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 451610644 SEE SCH. R, PART VII IL N/A 0 0 255 REVERE DRIVE LP 30 SOUTH WELLS STREET SUITE 4049 CHICAGO IL 60606 363174413 REAL ESTATE IL N/A 0 0 CHARITABLE REMAINDER UNITRUSTS (17) CHARITABLE TRUST IL N/A T 0 CHARITABLE REMAINDER ANNUITY TRUSTS (2) CHARITABLE TRUST IL N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART III, COLUMN (B), PRIMARY ACTIVITY: JFMC POOLED ENDOWMENT PORTFOLIO, LLC: TO SERVE AS AN ENDOWMENT INVESTMENT SOLUTION FOR CHARITABLE ORGANIZATIONS PURSUING JEWISH PHILANTHROPIC GOALS AND PROVIDES ACCESS TO PROFESSIONAL INVESTMENT MANAGEMENT, ADMINISTRATION, AND REPORTING FOR ITS MEMBERS.