LAWRENCE E AND NANCY S GLICK FOUNDATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: LAWRENCE E AND NANCY S GLICK FOUNDATION (EIN 36-3662985)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-16
IRS object ID: 202221369349314817
Schema version: 2020v4.2
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 D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-16T16:56:52-05:00	ReturnTs
Tax Period End	2021-06-30	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	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	363662985	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Lawrence E & Nancy S Glick Foundation	BusinessNameLine1Txt

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

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 South Wells Street No 4049	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	David S Rosen	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	3123574790	PhoneNum
Signature	2022-05-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	David	PersonFirstNm
Person Last	Rosen	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	2022-05-05	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Nancy S Glick	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	30 South Wells Street No 4049	AddressLine1Txt
City	Chicago	CityNm
State Abbreviation	IL	StateAbbreviationCd
ZIP	60606	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$141,361	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1989	FormationYr
Legal Domicile State	IL	LegalDomicileStateCd
Activity Or Mission	The Foundation was organized to foster, promote, support, develop, encourage and maintain the broad charitable, educational, and/or religious purposes of The Jewish Federation of Metropolitan Chicago and the foundation as authorized in their by-laws.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	2	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	2	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$149,876	PYInvestmentIncomeAmt
CY Investment Income	$141,361	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$149,876	PYTotalRevenueAmt
CY Total Revenue	$141,361	CYTotalRevenueAmt
PY Grants And Similar Paid	$325,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$375,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$15,742	PYOtherExpensesAmt
CY Other Expenses	$16,545	CYOtherExpensesAmt
PY Total Expenses	$340,742	PYTotalExpensesAmt
CY Total Expenses	$391,545	CYTotalExpensesAmt
PY Revenues Less Expenses	-$190,866	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$250,184	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,606,505	TotalAssetsBOYAmt
Total Assets EOY	$2,816,438	TotalAssetsEOYAmt
Total Liabilities BOY	$852,834	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$870,050	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,753,671	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,946,388	NetAssetsOrFundBalancesEOYAmt
Mission	The Foundation was organized to foster, promote, support, develop, encourage and maintain the specific charitable, educational, or religious purposes or functions, or as authorized in the charter of the Jewish Federation of Metropolitan Chicago.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$375,000	ExpenseAmt
Grant	$375,000	GrantAmt
Desc	The Foundation makes grants to charitable organizations, all of which are tax-exempt under the IRC Section 501(c)(3) and meet the guidelines of its by-laws and those of the Jewish Federation of Metropolitan Chicago.	Desc
Total Program Service Expenses	$375,000	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	0	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	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	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	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	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	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	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	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	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
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	5	GoverningBodyVotingMembersCnt
Independent Voting Member	2	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	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Peter Chiswick	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3124442814	PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (8 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
Dr Steven B Nasatir
Vice President (See Sch J, Part III)	0.30	37.70	Yes (X)	Yes (X)	$0	$505,244	$15,794
David S Rosen
Treasurer	0.30	49.70	Yes (X)	Yes (X)	$0	$408,789	$37,679
Nancy S Glick
Vice President	0.30		Yes (X)	Yes (X)	$0	$0	$0
Andrew Glick
President	0.30		Yes (X)	Yes (X)	$0	$0	$0
Rose Jagust
Secretary	0.30	39.70	Yes (X)	Yes (X)	$0	$175,055	$55,681
James A Pinkston
Assistant Treasurer	0.30	49.70		Yes (X)	$0	$284,099	$30,857
Jonathan Glick
Vice President	0.30			Yes (X)	$0	$0	$0
Peter Chiswick
Assistant Treasurer	0.30	49.70		Yes (X)	$0	$214,973	$54,126

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,588,160	TotReportableCompRltdOrgAmt
Total Other Compensation	$194,137	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,391	TotalRevenueColumnAmt
Exclusion	$3,391	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$137,970	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	$137,970	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$137,970	TotalRevenueColumnAmt
Exclusion	$137,970	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$141,361	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$141,361	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$375,000	TotalAmt
Program Services	$375,000	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$5,050	TotalAmt
Management And General	$5,050	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$11,485	TotalAmt
Management And General	$11,485	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	Filing Fees	Desc
Total	$10	TotalAmt
Management And General	$10	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$391,545	TotalAmt
Program Services	$375,000	ProgramServicesAmt
Management And General	$16,545	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$114,312	BOYAmt
EOY	$129,325	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$2,492,193	BOYAmt
EOY	$2,687,113	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,606,505	BOYAmt
EOY	$2,816,438	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$5,050	BOYAmt
EOY	$5,050	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$800,000	BOYAmt
EOY	$865,000	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$47,784	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$852,834	BOYAmt
EOY	$870,050	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$1,753,671	BOYAmt
EOY	$1,946,388	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,753,671	BOYAmt
EOY	$1,946,388	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,606,505	BOYAmt
EOY	$2,816,438	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$250,184	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$442,901	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	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)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
Supported Organizations	1	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	Jewish Federation of Metropolitan Chicago	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
EIN	362167761	EIN
Organization Type	7	OrganizationTypeCd
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Support	$0	SupportAmt
Other Support	$0	OtherSupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	0	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	0	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	0	SupportedOrgSectionC456Ind
Supported Org Not Organized US	0	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	Yes (1)	OrganizationChangeSuprtOrgInd
Supported Org Class Designated	Yes (1)	SupportedOrgClassDesignatedInd
Support Non Supported Org	0	SupportNonSupportedOrgInd
Payment Substantial Contribtr	0	PaymentSubstantialContribtrInd
Loan Disqualified Person	0	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	0	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	0	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	0	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	0	ExcessBusinessHoldingsRulesInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (1)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	0	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule A, Part I, Line 12g	Monetary support to supported organizations designated by charitable class or purpose is reported in detail on Schedule I. See Schedule A narratives for additional details.
Schedule A, Part IV, Line 1:	The Foundation is a supporting organization of Jewish Federation of Metropolitan Chicago (the Federation). The Foundation operates exclusively to foster, support, develop and maintain charitable activities and vital human and educational services by supporting and carrying out the broad charitable, educational, or religious purposes or functions of the Federation. The Foundation supports the charitable purpose of the Federation by making grants to charitable organizations that operate exclusively to perform the functions or to carry out the purposes of the Federation.
Schedule A, Part IV, Lines 5a and 5b:	Grants made by the Foundation to charitable organizations greater than $5,000 are listed on Schedule I. These supported organizations are designated by class or charitable purpose and support the charitable purposes of the Federation. All these organizations meet the guidelines of the by-laws of the Foundation and the charter of the Federation and are exempt under IRC Section 501(c)(3).

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Jewish Federation of Metropolitan Chicago Pooled Investment Fund	$2,662,113	F
State of Israel Bonds	$25,000	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$2,687,113	TotalBookValueSecuritiesAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part X, Line 2:	FormAndLineReferenceDesc
Explanation	Lawrence E. & Nancy S. Glick Foundation (the Foundation) is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. 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, the Foundation 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. 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, 2021, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2018.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
Jewish United Fund of Metropolitan Chicago
30 S Wells Street Suite 4049	Chicago	IL	60606	362167034	501(c)(3)	$325,000	General Operating Support
Jewish Child and Family Services
216 West Jackson boulevard	Chicago	IL	60606	362167757	501(c)(3)	$50,000	General Operating Support

Field	Value	IRS element (for citing)
Total501c3 Org	2	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	Foundation staff perform due diligence on all organizations seeking grants from the foundation and review grant compliance each year.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
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 (5 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
Vice President (See Sch J, Part III)	$0	$427,182	$0	$0	$0	$78,062	$0	$0	$0	$16,215	$0	$521,459	$0	$0
David S Rosen
Treasurer	$0	$377,492	$0	$0	$0	$31,297	$0	$25,548	$0	$12,907	$0	$447,244	$0	$25,000
James A Pinkston
Assistant Treasurer	$0	$281,599	$0	$0	$0	$2,500	$0	$19,086	$0	$12,547	$0	$315,732	$0	$0
Peter Chiswick
Assistant Treasurer	$0	$209,626	$0	$0	$0	$5,347	$0	$47,294	$0	$7,507	$0	$269,774	$0	$0
Rose Jagust
Secretary	$0	$170,823	$0	$0	$0	$4,232	$0	$43,084	$0	$13,152	$0	$231,291	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 4b	FormAndLineReferenceDesc
Explanation	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 2020, Steven Nasatir received payments totaling $106,428 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 beginning in 2022 and ending in 2032. This benefit is contingent on David Rosen maintaining his employment at JUF through January 1, 2022.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part VI, Section A, line 2	Andrew Glick and Nancy S. Glick have a family relationship.
Form 990, Part VI, Section A, line 6	The by-laws stipulate that members of the Foundation are divided into two classes: the donor member and the publicly supported organization member, which is the Jewish Federation of Metropolitan Chicago.
Form 990, Part VI, Section A, line 7a	The Board of Directors consists of 5 total persons, 2 of whom are elected by the donor member and 3 of whom are elected by the publicly supported organization member pursuant to its established procedures.
Form 990, Part VI, Section B, line 11b	The voting members of the governing body reviewed 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. This process is managed by the Foundation's Secretary who ensures all questionnaires are completed. The complete 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.
Form 990, Part VI, Section C, line 19	Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).

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
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)
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 Genetic Disorders
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 Supporting 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)
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)
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
Jewish United Fund of Metropolitan Chicago
30 South Wells Suite 4049	Chicago	IL	60606	362167034	Fundraising & Grantmaking	IL	501(c)(3)	Line 7	Jewish Federation of Metropolitan Chicago	Yes (1)
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)
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)
Ring Family Supporting Foundation
30 South Wells Suite 4049	Chicago	IL	60606	201642012	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
30 South Wells Suite 4049	Chicago	IL	60606	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Disproportionate AllocationsDisproportionateAllocationsInd	General Or Managing PartnerGeneralOrManagingPartnerInd
255 Revere Drive LP
30 S Wells Suite 4049	Chicago	IL	60606	363174413	Real Estate	IL	JFMC Facilities Corporation	N/A	0	0
JFMC Pooled Endowment Portfolio LLC
30 S Wells Suite 4049	Chicago	IL	60606	451610644	See Sch. R, Part VII	IL	Jewish Federation of Metropolitan Chicago	N/A	0	0

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	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	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	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

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

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$325,000	InvolvedAmt
Method Of Amount Determination	Cash	MethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

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.

Schedule R, Part IV:

Identification of Related Organizations Taxable as Corporation or Trust: Split interest trusts, in order to preserve donor privacy, and in accordance with the 2020 IRS instructions for Schedule R, the organization has refrained from disclosing the details of split interest trusts and has instead reported the aggregate number of charitable remainder unitrusts and charitable remainder annuity trusts. The trusts listed are domiciled in Illinois.