2018-04-20T08:20:14-05:00 2017-06-30 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2016-07-01 367681597 Shure Charitable Trust created uw of Sidney N Shure SHUR 3123574790 30 S Wells Street No 4049 Chicago IL 60606 David S Rosen Trustee 3123574790 2018-04-19 1 Zack Fortsch P00052725 3126343400 108.171.131.189 2018-04-19 08:35:59 CD 1591162017289034be41 2017-10-16 P 4B8E1423B9F197D509CCF13AB357181C17C415CB E8306AB20C0160E8154E0B2ED0E8D71D75EF1DFE 2016 2021-01-29 14:40:06Z Steven B Nasatir 30 S Wells Street No 4049 Chicago IL 60606 4355592 0 X N/A X 2016 IL The Shure Charitable Trust (the Trust) has been organized to be operated at all times and exclusively to support and carry out the purposes of the Jewish Federation of Metropolitan Chicago and the Jewish United Fund of Metropolitan Chicago, both of which are Illinois not-for-profit corporations organized and operated exclusively for charitable, educational or religious purposes. 3 1 0 1 0 0 0 0 0 0 0 4355592 0 0 0 4355592 0 3449985 0 0 0 0 0 0 0 0 323000 0 3772985 0 582607 0 582607 0 0 0 582607 X The Shure Charitable Trust (the Trust) has been organized to be operated at all times and exclusively to support and carry out the purposes of the Jewish Federation of Metropolitan Chicago and the Jewish United Fund of Metropolitan Chicago, both of which are Illinois not-for-profit corporations organized and operated exclusively for charitable, educational or religious purposes. 0 0 3449985 3449985 The Trust will make grants to the Jewish Federation of Metropolitan Chicago (Federation), Jewish United Fund of Metropolitan Chicago (JUF), and various other charities that meet the criteria of Federation and JUF as determined by the Trustees. 3449985 1 0 0 0 0 0 0 0 0 0 0 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 X 3 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X James A Pinkston 3123574790 30 S Wells Street No 4049 Chicago IL 60606 Barbara E Levie Trustee 0.50 0.00 X 0 0 0 David S Rosen Trustee 0.50 49.50 X 0 339337 181437 Dr Steven B Nasatir Trustee 0.50 49.50 X 0 604957 83286 0 944294 264723 0 0 1 0 0 4355592 4355592 4355592 0 0 4355592 3449985 3449985 41195 41195 20000 20000 261805 261805 3772985 3449985 323000 0 582607 0 582607 0 0 X 0 582607 0 582607 0 582607 582607 0 X 0 1 X 1 0 X X 2 Jewish Federation of Metropolitan Chicago 362167761 7 1 503588 0 Jewish United Fund of Metropolitan Chicago 362167034 7 1 1232030 0 2 1735618 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 Part IV, Section A, Line 6: The Trust makes grants to charitable organizations, all of which meet the guidelines of its Trust Agreement and the by-laws of the Jewish Federation of Metropolitan Chicago and Jewish United Fund of Metropolitan Chicago. All of these organizations are exempt under IRC Section 501(c)(3). 0 X Part X, Line 2: Shure Charitable Trust is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. Shure Charitable Trust has adopted the accounting standard on accounting for uncertainty in income taxes, which 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 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 the Jewish United Fund and various positions related to the potential sources of unrelated business taxable income (UBIT). 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. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At June 30, 2017, there were no unrecognized tax benefits identified or recorded as liabilities. Shure Charitable Trust files Form 990 in the U.S. federal jurisdiction and the State of Illinois. 1 Adler Planetarium 1300 S Lake Shore Drive Chicago IL 60605 366210902 501(c)(3) 56672 For the Far Horizons Program American Committee for Weizmann Institute of Science 633 Third Avenue 20th Floor New York NY 10017 131623886 501(c)(3) 42503 One half for the Davidson Institute of Science Education and one half for the Feinberg Graduate School American Society for Technion - Israel Inst for Technology 111 W Washington Street Suite 1220 Chicago IL 60602 130434195 501(c)(3) 85007 For the Technion Integrative Cancer Center American Friends of the Hebrew University Inc 500 N Michigan Suite 1530 Chicago IL 60611 131568923 501(c)(3) 42503 For the Faculty Recruitment Program American Heart Association 7272 Greenville Avenue Dallas TX 75231 135613797 501(c)(3) 42503 For the Empowered to Serve Program American Jewish Committee 55 E Monroe Street Suite 2930 Chicago IL 60603 135563393 501(c)(3) 28336 For General Operating Support Anti Defamation League 120 S LaSalle Suite 1150 Chicago IL 60603 131818723 501(c)(3) 56672 For the Preventing Hatred, Bullying and Cyberbullying Program Art Institute of Chicago 111 S Michigan Avenue Chicago IL 60603 362167725 501(c)(3) 113279 For Gauguin: Artist as Alchemist Arthritis Foundation 1355 Peachtree Street Suite 600 Atlanta GA 30309 581341679 501(c)(3) 28336 For General Operating Support Associated Colleges of Illinois 70 E Lake Street Suite 1418 Chicago IL 60601 362252360 501(c)(3) 28336 For General Operating Support Chicago Symphony Orchestra 220 S Michigan Avenue Chicago IL 60604 362167823 501(c)(3) 113279 For the Negaunee Music Institute Chicago Urban League 4510 S Michigan Avenue Chicago IL 60653 362225483 501(c)(3) 28336 For General Operating Support Institute for Psychoanalysis - Chicago 122 S Michigan Avenue Suite 1300 Chicago IL 60603 361263210 501(c)(3) 56672 For education and training programs Jewish Federation of Metropolitan Chicago 30 S Wells Street Chicago IL 60606 362167761 501(c)(3) 503588 For the Ta'am Yisrael Program, One Happy Camper Program, the University of Chicago Hillel, Israel Studies at the University of Chicago, Rose Shure Memorial Fund Donor Advised Fund, Northwestern University Hillel, the Israel Studies Project at Northwestern University, and the Norton & Elaine Sarnoff Center for Jewish Genetics' collaboration with the American Cancer Society "Leveraging Health Systems to Identify BRCA A Risk Populations" Jewish United Fund of Metropolitan Chicago 30 S Wells Street Chicago IL 60606 362167034 501(c)(3) 1232030 For JUF Right Start Program and for Annual Campaign Gift Lincoln Park Zoological Society 2001 N Clark Street Chicago IL 60614 362512404 501(c)(3) 85007 For the Wildlife Conservation Programs Lyric Opera of Chicago 20 N Wacker 860 Chicago IL 60606 366008929 501(c)(3) 141679 For Lyric Unlimited Menninger Clinic 12301 Main Street Houston TX 77035 371453409 501(c)(3) 28336 For General Operating Support Museum of Science and Industry 5700 South Lake Shore Drive Chicago IL 60637 362167797 501(c)(3) 56670 For Building Preservation Efforts NAACP Legal Defense and Educational Fund 40 Rector Street 5th Floor New York NY 10006 131655255 501(c)(3) 28336 For General Operating Support Planned Parenthood of Illinois 18 S Michigan Avenue 6th Floor Chicago IL 60603 362170901 501(c)(3) 28336 For General Operating Support Roger Baldwin Foundation of ACLU Inc 180 N Michigan Avenue Suite 2300 Chicago IL 60601 362682569 501(c)(3) 28336 For General Operating Support Spertus Institute for Jewish Learning and Leadership 610 S Michigan Avenue Chicago IL 60605 362662739 501(c)(3) 141860 $56,762 for General Operating Support, $56,762 for the Norman & Helen Asher Library, and $28,336 to Explore the Development of a History of Jewish Chicago Exhibit United Negro College Fund 1805 7th Street NW Washington DC 20001 131624241 501(c)(3) 28336 For General Operating Support United Way of Metropolitan Chicago 333 S Wabash Avenue Chicago IL 60604 300200478 501(c)(3) 425037 For violence prevention - $175,000 of that to Sinai for Violence Prevention Programs, $150,000 to Institute for Nonviolence Chicago, $100,000 for United Way to Use With Their Own Programming (e.g., Neighborhood Initiative) 25 0 Part I, Line 2: The Trust performs due diligence on all organizations seeking grants from the Trust and reviews grant compliance each year. 0 1 0 0 0 0 0 0 0 David S Rosen Trustee 0 322572 0 0 0 16765 0 171051 0 11163 0 521551 0 0 Dr Steven B Nasatir Trustee 0 527988 0 0 0 76969 0 63147 0 20660 0 688764 0 0 Part I, Line 4b David S. 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. 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. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. These benefits are payable to him only for as long as he lives. There are no guaranteed payment amounts and no survivor benefits at his death. In 2016, Steven Nasatir received payments of $79,320 from both supplemental non-qualified retirement plans. Form 990, Part VI, Section B, line 11b The Trustees of the Trust reviewed 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 the Trustees on an annual basis. If a Trustee 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). Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167761 Social Welfare Institution IL 501(c)(3) Line 7 N/A 0 JFMC Facilities Corporation 30 South Wells Suite 4049 Chicago IL 60606 363368912 Property Management of Related Non-Profit Organizations IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 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 0 Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago IL 60606 466113637 Support the Jewish United Fund IL 501(c)(3) Line 11 Jewish United Fund of Metropolitan Chicago 0 1261 Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018186 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Bellows Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864415 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 BLS Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420871 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Bucksbaum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364341914 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Carol Lavin Bernick Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364067510 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Charles & Audrey Dann Charitable Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018189 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Chicago Center for Jewish Genetic Disorders 30 South Wells Suite 4049 Chicago IL 60606 200120266 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Community Foundation for Jewish Education of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 363918897 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Covenant Foundation 1270 Avenue of the Americas Suite 3 New York NY 10020 363722029 Supporting Foundation NY 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 The First Spoke Foundation 30 South Wells Suite 4049 Chicago IL 60606 200894628 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Crown Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363330462 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Epstein Wenger Family Support Foundation 30 South Wells Suite 4049 Chicago IL 60606 364380168 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Glickman Foundation 30 South Wells Suite 4049 Chicago IL 60606 363857009 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Goodman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018187 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Harvey L Miller Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 900187252 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Helene Diamond & Jorde Nathan Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157242 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Hillels of Illinois Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 364310755 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 The SwartzbergZoller Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864416 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 JFMCP3 Corporation 30 South Wells Suite 4049 Chicago IL 60606 262053862 Supporting Organization IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Lawrence E & Nancy S Glick Foundation 30 South Wells Suite 4049 Chicago IL 60606 363662985 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Leonard and Diane Sherman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364345181 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Leonard Rose Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420873 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Lya and Louis Rosenblum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 311529058 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Manfred and Fern Steinfeld Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364244346 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Michael Reese Health Trust 150 North Wacker Drive Suite 2320 Chicago IL 60606 362170910 Grantmaking IL 501(c)(3) Line 12d, III-O Jewish Federation of Metropolitan Chicago 0 Prairie Minerals Foundation 30 South Wells Suite 4049 Chicago IL 60606 320062771 Supporting Foundation IL 501(c)(3) Line 11 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 11 Jewish Federation of Metropolitan Chicago 0 Ring Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 201642012 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Robert U & Roberta Goldman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 203921714 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Robert L & Sylvia M Haag Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149729 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Rose Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205389086 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Sarnoff Levin Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157233 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Seder Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363988995 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Sisyphus Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205944850 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Tamar & Jonathan Koschitzky Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149723 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 The Harriette and Ted Perlman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 811309979 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 The Robert and Yadelle Sklare Foundation 30 South Wells Suite 4049 Chicago IL 60606 364389423 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Wagner Descendant's Foundation 30 South Wells Suite 4049 Chicago IL 60606 204004517 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Weiss Memorial Hospital Foundation 30 South Wells Suite 4049 Chicago IL 60606 364413031 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 Z Frank Camp Apachi Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 363833108 Supporting Foundation IL 501(c)(3) Line 11 Jewish Federation of Metropolitan Chicago 0 255 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 AmliFacCorp JV LLC 200 W Monroe Street Suite 2200 Chicago IL 60606 383923657 Real Estate IL JFMC Facilities Corporation N/A 0 0 Charitable Remainder Unitrusts (24) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 0 Charitable Remainder Annuity Trusts (7) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 2016 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. 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.