The First Spoke Foundation: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- The First Spoke Foundation (EIN 20-0894628)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-05
- IRS object ID
- 202111259349302366
- Schema version
- 2019v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-05T14:30:58-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 411944416 | 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 Suite 3300 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606063392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200894628 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The First Spoke Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | 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 | James A Pinkston | PersonNm |
| Person Title | Assistant Treasurer | PersonTitleTxt |
| Phone | 3123574790 | PhoneNum |
| Signature | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Preparation | 2021-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Rose Jagust | 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 | $816,273 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The foundation is 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 | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3 | 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 | $729,091 | PYInvestmentIncomeAmt |
| CY Investment Income | $816,273 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $729,091 | PYTotalRevenueAmt |
| CY Total Revenue | $816,273 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,272,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,566,250 | 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 | $64,924 | PYOtherExpensesAmt |
| CY Other Expenses | $61,399 | CYOtherExpensesAmt |
| PY Total Expenses | $1,336,924 | PYTotalExpensesAmt |
| CY Total Expenses | $4,627,649 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$607,833 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,811,376 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,161,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,394,193 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $973,600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,128,957 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,187,769 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,265,236 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation is organized to foster, promote, support, develop, encourage and maintain the broad charitable, educational, and/or religious purpose of the Jewish Federation of Metropolitan Chicago and the Foundation as authorized in their by-laws. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,566,250 | ExpenseAmt |
| Grant | $4,566,250 | GrantAmt |
| Desc | The Foundation makes grants to charitable organizations, all of which meet the guidelines of the by-laws of the Foundation and the charter of the Jewish Federation of Metropolitan Chicago. All of these organizations are exempt under IRC Section 501(c)(3). | Desc |
| Total Program Service Expenses | $4,566,250 | 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 | 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 | 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 | 0 | 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 | 3 | 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 (7 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 |
|---|---|---|---|---|---|---|---|
| Steven B Nasatir | |||||||
| Treasurer (See Sch. J, Part III) | 0.30 | 49.70 | Yes (X) | Yes (X) | $0 | $755,570 | $23,787 |
| Boaz Blumovitz | |||||||
| Assistant Treasurer | 0.30 | 49.70 | Yes (X) | $0 | $305,268 | $23,144 | |
| James A Pinkston | |||||||
| Assistant Treasurer | 0.30 | 49.70 | Yes (X) | $0 | $269,532 | $25,907 | |
| Rose Jagust | |||||||
| Assistant Secretary | 0.30 | 39.70 | Yes (X) | $0 | $160,943 | $74,368 | |
| Michael J Krasny | |||||||
| President | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Wendy Berger Shapiro | |||||||
| Secretary | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Adam Levine | |||||||
| Vice President | 0.30 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,491,313 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $147,206 | 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 | $48,068 | TotalRevenueColumnAmt |
| Exclusion | $48,068 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $768,205 | 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 | $768,205 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $768,205 | TotalRevenueColumnAmt |
| Exclusion | $768,205 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $816,273 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $816,273 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,566,250 | TotalAmt |
| Program Services | $4,566,250 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,600 | TotalAmt |
| Management And General | $3,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,360 | TotalAmt |
| Management And General | $51,360 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing fee | Desc |
| Total | $10 | TotalAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,429 | TotalAmt |
| Management And General | $6,429 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,627,649 | TotalAmt |
| Program Services | $4,566,250 | ProgramServicesAmt |
| Management And General | $61,399 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,294 | BOYAmt |
| EOY | $75 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,914,075 | BOYAmt |
| EOY | $12,394,118 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,161,369 | BOYAmt |
| EOY | $12,394,193 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,600 | BOYAmt |
| EOY | $3,600 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,000 | BOYAmt |
| EOY | $845,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,000 | BOYAmt |
| EOY | $280,357 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $973,600 | BOYAmt |
| EOY | $1,128,957 | 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 | $15,187,769 | BOYAmt |
| EOY | $11,265,236 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,187,769 | BOYAmt |
| EOY | $11,265,236 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,161,369 | BOYAmt |
| EOY | $12,394,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,811,376 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$301,493 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $190,336 | 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 | $835,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $835,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Jewish Federation of Metropolitan Chicago Pooled Investment Fund | Desc |
| Book Value | $12,394,118 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,394,118 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Jewish Federation of Metropolitan Chicago | Desc |
| Amt | $280,357 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $280,357 | TotalLiabilityAmt |
| 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 | The First Spoke 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, 2020, 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 2017. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Birthright Israel Foundation | ||||||||
| 33 E 33rd Street 7th Floor | New York | NY | 10016 | 134092050 | 501(c)(3) | $1,000,000 | General Operating Support | |
| Jewish Federation of Metropolitan Chicago | ||||||||
| 30 South Wells Street Suite 4049 | Chicago | IL | 60606 | 362167761 | 501(c)(3) | $835,000 | General Operating Support | |
| Chicago Community Foundation | ||||||||
| 225 N Michigan Avenue | Chicago | IL | 60601 | 363432023 | 501(c)(3) | $800,000 | General Operating Support | |
| United Way of Metropolitan Chicago | ||||||||
| 333 South Wabash Avenue Suite 30 | Chicago | IL | 60604 | 300200478 | 501(c)(3) | $250,000 | General Operating Support | |
| All Chicago Making Homelessness History | ||||||||
| 651 West Washington Boulevard No | Chicago | IL | 60661 | 364272272 | 501(c)(3) | $220,000 | General Operating Support | 504 |
| Ann & Robert H Lurie Children's Hospital of Chicago | ||||||||
| 225 E Chicago Avenue Box 282 | Chicago | IL | 60611 | 362170833 | 501(c)(3) | $200,000 | General Operating Support | |
| Harold Grinspoon Foundation | ||||||||
| 67 Hunt street No 100 | Agawam | MA | 01001 | 046685725 | 501(c)(3) | $125,000 | General Operating Support | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 4184 | New York | NY | 10163 | 261598353 | 501(c)(3) | $100,000 | General Operating Support | |
| Southern Illinois University | ||||||||
| 1235 Douglas Drive MC 6809 | Carbondale | IL | 62901 | 376033943 | 501(c)(3) | $100,000 | General Operating Support | |
| Greater Chicago Food Depository | ||||||||
| 4100 West Ann Lurie Place | Chicago | IL | 60632 | 362971864 | 501(c)(3) | $100,000 | General Operating Support | |
| Catholic Charities of the Archdiocese of Chicago | ||||||||
| 721 North LaSalle Drive | Chicago | IL | 60654 | 362170821 | 501(c)(3) | $100,000 | General Operating Support | |
| Council for Jewish Elderly | ||||||||
| 3003 West Touhy Avenue | Chicago | IL | 60645 | 362727597 | 501(c)(3) | $50,000 | General Operating Support | |
| Jewish Child and Family Services | ||||||||
| 216 West Jackson Boulevard No 800 | Chicago | IL | 60606 | 362167757 | 501(c)(3) | $50,000 | General Operating Support | |
| Lake County Community Foundation | ||||||||
| 225 North Michigan Avenue No 2200 | Chicago | IL | 60601 | 203654399 | 501(c)(3) | $50,000 | General Operating Support | |
| City Colleges of Chicago | ||||||||
| 6301 South Halsted Street | Chicago | IL | 60621 | 363157624 | 501(c)(3) | $50,000 | General Operating Support | |
| American Friends of Leket Israel | ||||||||
| PO Box 2090 | Teaneck | NJ | 07666 | 208202424 | 501(c)(3) | $50,000 | General Operating Support | |
| Northern Illinois Food Bank | ||||||||
| 273 Dearborn Court | Geneva | IL | 60134 | 363203648 | 501(c)(3) | $50,000 | General Operating Support | |
| Saint Anthony Hospital | ||||||||
| 2875 West 19th Street | Chicago | IL | 60623 | 510217097 | 501(c)(3) | $50,000 | General Operating Support | |
| Illinois Association of Free and Charitable Clinics | ||||||||
| 42 Stephen Street No 416 | Lemont | IL | 60439 | 201942444 | 501(c)(3) | $40,000 | General Operating Support | |
| Comp-U-Dopt | ||||||||
| 1602 Airline Drive | Houston | TX | 77009 | 261460311 | 501(c)(3) | $35,000 | General Operating Support | |
| Shriver Center on Poverty Law | ||||||||
| 67 East Madison Street | Chicago | IL | 60603 | 363151279 | 501(c)(3) | $30,000 | General Operating Support | |
| Metropolis Strategies | ||||||||
| 225 North Michigan Avenue Suite | Chicago | IL | 60601 | 364278088 | 501(c)(3) | $30,000 | General Operating Support | 2200 |
| Heartland Alliance for Human Needs & Human Rights | ||||||||
| 208 South LaSalle Street | Chicago | IL | 60604 | 361877640 | 501(c)(3) | $25,000 | General Operating Support | |
| MHA Labs | ||||||||
| 53 West Jackson Boulevard Suite 464 | Chicago | IL | 60604 | 464311900 | 501(c)(3) | $25,000 | General Operating Support | |
| Keshet | ||||||||
| 284 Amory Street | Jamaican Plain | MA | 02130 | 481278664 | 501(c)(3) | $25,000 | General Operating Support | |
| Jewish United Fund of Metropolitan Chicago | ||||||||
| 30 South Wells Street Suite 4049 | Chicago | IL | 60606 | 362167034 | 501(c)(3) | $25,000 | General Operating Support | |
| The ARK | ||||||||
| 117 North 1st Street | Ann Arbor | MI | 48104 | 381802396 | 501(c)(3) | $25,000 | General Operating Support | |
| Hebrew Immigrant Aid Society | ||||||||
| 216 West Jackson Boulevard No 700 | Chicago | IL | 60606 | 362167094 | 501(c)(3) | $25,000 | General Operating Support | |
| Secure Community Network Inc | ||||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | 201437733 | 501(c)(3) | $20,000 | General Operating Support | |
| Friends of United Hatzalah Inc | ||||||||
| 300 East 51st Street Ste 8g | New York | NY | 10022 | 113533002 | 501(c)(3) | $15,000 | General Operating Support | |
| Illinois Action for Children | ||||||||
| 4753 North Broadway Street Suite | Chicago | IL | 60640 | 362712912 | 501(c)(3) | $15,000 | General Operating Support | 1200 |
| NAMI Chicago | ||||||||
| 1801 West Warner Avenue Suite 202 | Chicago | IL | 60613 | 363075407 | 501(c)(3) | $15,000 | General Operating Support | |
| Health and Medicine Policy Research Group | ||||||||
| 29 East Madison Street Suite 602 | Chicago | IL | 60602 | 363143826 | 501(c)(3) | $10,000 | General Operating Support | |
| The Boulevard of Chicago Inc | ||||||||
| 3456 W Franklin Blvd | Chicago | IL | 60624 | 364075641 | 501(c)(3) | $10,000 | General Operating Support | |
| Illinois Arts Alliance Foundation | ||||||||
| 70 E Lake Street | Chicago | IL | 60601 | 363177592 | 501(c)(3) | $10,000 | General Operating Support | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 35 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven B Nasatir | ||||||||||||||
| Treasurer (See Sch. J, Part III) | $0 | $504,669 | $0 | $0 | $0 | $250,901 | $0 | $5,491 | $0 | $18,806 | $0 | $779,867 | $0 | $0 |
| Boaz Blumovitz | ||||||||||||||
| Assistant Treasurer | $0 | $304,711 | $0 | $0 | $0 | $557 | $0 | $18,464 | $0 | $5,456 | $0 | $329,188 | $0 | $0 |
| James A Pinkston | ||||||||||||||
| Assistant Treasurer | $0 | $269,532 | $0 | $0 | $0 | $0 | $0 | $15,648 | $0 | $11,035 | $0 | $296,215 | $0 | $0 |
| Rose Jagust | ||||||||||||||
| Assistant Secretary | $0 | $159,109 | $0 | $0 | $0 | $1,834 | $0 | $57,848 | $0 | $17,046 | $0 | $235,837 | $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 completed another year of continuous employment at JUF in 2019 and as a result he 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. In connection with the vesting of this benefit, the present value of these future benefit payments, which was $153,417, is included in his 2019 reportable compensation. This amount was not paid out in cash to Steven Nasatir in 2019. It represents a one-time actuarially determined figure that is taxable in accordance with the Internal Revenue Code. 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 2019, Steven Nasatir received payments totaling $105,120 from the three supplemental non-qualified retirement plans. In 2018, Steven Nasatir announced that he would be stepping down as President of JUF/Jewish Federation effective July 1, 2019 and will take on a new role as Executive Vice Chairman. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Michael Kransy and Adam Levine have a family and business 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 3 total persons, 1 of whom is elected by the donor member and 2 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 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. This process is managed by the Foundation's Secretary who ensures all questionnaires are completed. 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. |
| 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 XI, line 9: | Rescinded Grant 190,336. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (41 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 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) | |
| 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 | 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 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) | |
| Hillel Torah North Suburban Day School Endowment Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364421027 | 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 | 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) | |
| 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 N 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 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 (20) | ||||
| 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 |
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 2019 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. |
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