2024-05-06T16:35:14-05:00 2023-06-30 411944416 RSM US LLP 30 S Wacker Drive Suite 3300 Chicago IL 606063392 990 2022-07-01 200894628 The First Spoke Foundation FIRS 3123574790 30 South Wells Street 4049 Chicago IL 60606 James A Pinkston Assistant Treasurer 3123574790 2024-05-02 1 James Pinkston 999009999 1 Rebekuh Eley P01247672 3126343400 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Rose Jagust 30 South Wells Street 4049 Chicago IL 60606 2372693 0 X N/A X 2004 IL 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. X 3 2 0 2 0 0 4154382 2321000 0 0 326022 51693 0 0 4480404 2372693 12861250 3304997 0 0 0 0 0 0 0 35738 11897 12896988 3316894 -8416584 -944201 7771209 0 7428650 0 342559 0 X 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. 0 1 3304997 3304997 0 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). 3304997 1 1 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 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 1 0 1 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 Lonnie Nasatir Treasurer 0.30 49.70 X X 0 471072 38071 Michael J Krasny President 0.30 0.00 X X 0 0 0 Wendy Berger Shapiro Secretary 0.30 0.00 X X 0 0 0 Boaz Blumovitz Assistant Treasurer 0.30 49.70 X 0 349809 30241 James A Pinkston Assistant Treasurer 0.30 49.70 X 0 301042 42157 Rose Jagust Assistant Secretary 0.30 49.70 X 0 205496 66424 Adam Levine Vice President 0.30 0.00 X 0 0 0 0 1327419 176893 0 0 1 0 0 2321000 2321000 20278 20278 31415 0 31415 31415 31415 2372693 0 0 51693 3304997 3304997 7400 7400 4482 4482 Filing fee 15 15 3316894 3304997 11897 0 0 15 0 0 0 0 0 0 0 0 0 0 7771194 0 0 0 0 7771209 0 3650 0 7425000 0 7428650 0 X 342559 0 342559 0 7771209 0 X -944201 101110 500532 X 0 1 X 1 0 X X 1 Jewish Federation of Metropolitan Chicago 362167761 7 1 150497 0 1 150497 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X Part X, Line 2: 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, 2023, 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 2020. 1 Partnership Project PO Box 65826 Washington DC 20035 522192070 501(c)(3) 650000 0 General Operating Support Birthright Israel Foundation PO Box 21615 New York NY 10087 134092050 501(c)(3) 500000 0 General Operating Support Carbon Mapper Inc 12 S Raymond Avenue Suite B Pasadena CA 91105 853149996 501(c)(3) 500000 0 General Operating Support Secure Community Network Inc PO Box 10303 Chicago IL 60610 201437733 501(c)(3) 277500 0 General Operating Support United States Energy Foundation 301 Battery Street 5th Floor San Francisco CA 94111 831740146 501(c)(3) 250000 0 General Operating Support Jewish Federation of Metropolitan Chicago 30 South Wells Street Suite 4049 Chicago IL 60606 362167761 501(c)(3) 150497 0 General Operating Support All Chicago Making Homelessness History 651 W Washington Blvd No 504 Chicago IL 60661 364272272 501(c)(3) 100000 0 General Operating Support Everytown for Gun Safety Support Fund PO Box 4184 New York NY 10163 261598353 501(c)(3) 100000 0 General Operating Support New Venture Fund 1828 L Street NW No 300-A Washington DC 20036 205806345 501(c)(3) 100000 0 General Operating Support The Jewish Federations of North America PO Box 157 New York NY 10268 131624240 501(c)(3) 100000 0 General Operating Support Yale University PO Box 208239 New Haven CT 06520 060646973 501(c)(3) 75000 0 General Operating Support Family Christian Health Center 31 W 155th Street Harvey IL 60426 364346917 501(c)(3) 70000 0 General Operating Support Northshore University HealthSystem 1301 Central Street Evanston IL 60201 362167060 501(c)(3) 60000 0 General Operating Support Children First Fund The Chicago Public Schools Foundation 200 W Madison Street Chicago IL 60606 364094830 501(c)(3) 50000 0 General Operating Support City Colleges of Chicago Foundation 180 North Wabash Street No 200 Chicago IL 60691 363157624 501(c)(3) 50000 0 General Operating Support National-Louis University 1000 Capitol Drive Wheeling IL 60090 362167804 501(c)(3) 50000 0 General Operating Support Rockefeller Philanthropy Advisors 6 West 48th Street 10th Floor New York NY 10036 133615533 501(c)(3) 50000 0 General Operating Support University of Chicago 6054 S Drexel Avenue Chicago IL 60637 362177139 501(c)(3) 50000 0 General Operating Support Chicago Family Health Center Inc 9119 South Exchange Avenue Chicago IL 60617 362893854 501(c)(3) 25000 0 General Operating Support Chicago Cares 641 W Lake Street Chicago IL 60661 363777709 501(c)(3) 20000 0 General Operating Support Christian Community Health Center 9817 South Halsted Chicago IL 60628 363799834 501(c)(3) 20000 0 General Operating Support Beloved Community Family Wellness Center 6821 S Halsted Street Chicago IL 60621 043828358 501(c)(3) 16000 0 General Operating Support TCA Health Inc NFP 1029 E 130th Street Chicago IL 60628 362743287 501(c)(3) 16000 0 General Operating Support Enlace Chicago 2759 S Harding Avenue Chicago IL 60623 363727669 501(c)(3) 15000 0 General Operating Support CARA Program 237 S DesPlaines Chicago IL 60661 364268095 501(c)(3) 10000 0 General Operating Support 25 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 0 0 0 0 0 0 0 0 Lonnie Nasatir Treasurer 0 443375 0 0 0 27697 0 21897 0 17142 0 510111 0 0 Boaz Blumovitz Assistant Treasurer 0 349252 0 0 0 557 0 30241 0 776 0 380826 0 0 James A Pinkston Assistant Treasurer 0 300875 0 0 0 167 0 25803 0 17319 0 344164 0 0 Rose Jagust Assistant Secretary 0 200468 0 0 0 5028 0 54884 0 12181 0 272561 0 0 Cash 2023-05-15 7400 Cash 362167761 Jewish Federation of Metropolitan Chicago 30 South Wells Street No 4049 Chicago IL 60606 501(c)(3) 1 1 0 0 1 1 1 1 0 Part I, Line 2e: Person(s) Involved: Lonnie Nasatir, President/CEOBoaz Blumovitz, Assistant Treasurer James A. Pinkston, Assistant Treasurer Rose Jagust, Assistant Secretary Part I, Line 2e: Explanation of Involvement: Rose Jagust, Lonnie Nasatir, Boaz Blumovitz, and James A. Pinkston are employees of Jewish Federation of Metropolitan Chicago. Form 990, Part III, line 3 The First Spoke Foundation dissolved during the fiscal year. 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 4 The Organization filed Articles of Dissolution on May 31, 2023. 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 Grants 500,532. 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 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 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 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 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 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 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 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 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 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 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 1 Harry Seigle Foundation 30 South Wells Suite 4049 Chicago IL 60606 873040698 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 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 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 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 1 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 1 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 1 255 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 Charitable Remainder Unitrusts (19) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 Charitable Remainder Annuity Trusts (3) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule R, Part III, Column (b), Primary Activity: JFMC Pooled Endowment Portfolio, LLC: To serve as an endowment investment solution for charitable organizations pursuing Jewish philanthropic goals and provides access to professional investment management, administration, and reporting for its members. 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 2022 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.