2018-05-11T10:26:08-05:00 2017-06-30 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2016-07-01 363662985 Lawrence E & Nancy S Glick Foundation LAWR 3123574790 30 South Wells Street No 4049 Chicago IL 60606 David S Rosen Assistant Secretary 3123574790 2018-05-10 1 Marek Rozowicz P01616027 3126343400 108.171.131.189 2018-05-10 14:34:45 CD P 4B8E1423B9F197D509CCF13AB357181C17C415CB C4F2DD48AE2D6D3993C7AA5ECD4472E120F718FD 2016 2021-01-29 14:40:06Z Lawrence E Glick 30 South Wells Street No 4049 Chicago IL 60606 103450 0 X N/A X 1989 IL 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. 5 4 0 6 0 0 0 0 0 0 79344 103392 0 58 79344 103450 555000 1055500 0 0 0 0 0 0 0 22849 15332 577849 1070832 -498505 -967382 4250629 3937819 1483722 1876175 2766907 2061644 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. 0 0 1055500 1055500 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. 1055500 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 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 5 4 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X Peter Chiswick 3124442814 30 South Wells Street Suite 4049 Chicago IL 60606 X Lawrence E Glick President 0.30 X X 0 0 0 Nancy S Glick Vice President 0.30 X X 0 0 0 Charles H Goodman Treasurer 0.30 0.60 X X 0 0 0 Dr Steven B Nasatir Secretary 0.30 49.70 X X 0 604957 83286 Richard Wexler Director 0.30 X 0 0 0 David S Rosen Assistant Secretary 0.30 49.70 X 0 339337 181437 James A Pinkston Assistant Treasurer 0.30 49.70 X 0 233287 20742 Boaz Blumovitz Assistant Treasurer 0.30 49.70 X 0 258982 14925 0 1436563 300390 0 0 1 0 0 2056 2056 101336 0 101336 101336 101336 58 58 58 103450 0 0 103450 1055500 1055500 4910 4910 10263 10263 Filing Fees 10 10 149 149 1070832 1055500 15332 0 152132 138930 4098497 3798889 4250629 3937819 4830 4910 1215000 1680000 263892 191265 1483722 1876175 X 0 0 0 0 2766907 2061644 2766907 2061644 4250629 3937819 -967382 262119 0 X 0 1 X 1 0 X X 1 Jewish Federation of Metropolitan Chicago 362167761 7 1 0 0 1 0 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 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. 0 Jewish Federation of Metropolitan Chicago Pooled Investment Fund 3773889 F State of Israel Bonds 25000 F 3798889 Due to Jewish Federation of Metropolitan Chicago 191265 191265 X Part X, Line 2: 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, 2017, 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 2014. 1 Jewish United Fund of Metropolitan Chicago 30 South Wells Street Suite 4049 Chicago IL 60606 362167034 501(c)(3) 1050500 General Operating Support 1 0 Part I, Line 2: Foundation staff perform due diligence on all organizations seeking grants from the Foundation and review grant compliance each year. 0 1 0 0 0 0 0 0 0 Dr Steven B Nasatir Secretary 0 527989 0 0 0 76968 0 63147 0 20660 0 688764 0 0 David S Rosen Assistant Secretary 0 322572 0 0 0 16765 0 171051 0 11163 0 521551 0 0 James A Pinkston Assistant Treasurer 0 233287 0 0 0 0 0 10716 0 10803 0 254806 0 0 Boaz Blumovitz Assistant Treasurer 0 258866 0 0 0 116 0 5229 0 10473 0 274684 0 0 Part I, Line 4b Michael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and will end in 2019. 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. 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. Form 990, Part VI, Section A, line 2 Lawrence E. 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). Form 990, Part VII, Section A: The following individuals served as honorary directors in fiscal year 2016: Andrew Glick and Jonathan Glick. 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I 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 12a, I Jewish Federation of Metropolitan Chicago 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 Leonard Rose Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420873 Supporting Foundation IL 501(c)(3) Line 12a, I 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 12a, I 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 12a, I 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) PF 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 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 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 0 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 0 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 0 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 0 Sarnoff Levin Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157233 Supporting Foundation IL 501(c)(3) Line 12a, I 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 12a, I Jewish Federation of Metropolitan Chicago 0 Shure Charitable Trust created uw of Sydney 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 0 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 0 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 0 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 0 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 0 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 0 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 0 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 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 1 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 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.