2024-05-13T13:33:20-05:00 2023-06-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2022-07-01 363330462 Crown Family Foundation CROW 3123574790 30 South Wells Street 4049 Chicago IL 60606 James A Pinkston Asst Treasurer, Asst Secretary 3123574790 2024-05-10 1 James Pinkston 999009999 1 Rebekuh Eley P01247672 3126343400 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z David Sherman 30 South Wells Street 4049 Chicago IL 60606 60156743 0 X N/A X 1985 IL To support and carry out the exempt purposes of The Jewish Federation of Metropolitan Chicago and The Jewish United Fund of Metropolitan Chicago by such means as the Board of Directors of the organizations may determine. This is accomplished by providing grants to charitable religious, educational & scientific organizations. 9 8 0 9 0 0 20000000 5033223 0 0 16778033 21356171 30510 23945 36808543 26413339 35295000 46252500 0 0 0 0 0 0 0 81798 78771 35376798 46331271 1431745 -19917932 376023145 435506937 18432500 40297500 357590645 395209437 X To support and carry out the exempt purposes of The Jewish Federation of Metropolitan Chicago and The Jewish United Fund of Metropolitan Chicago by such means as the Board of Directors of the organizations may determine. This is accomplished by providing grants to charitable religious, educational & scientific organizations. 0 0 46252500 46252500 0 The Foundation made grants to organizations which are exempt under Section 501(c)(3) under the Internal Revenue Code. All organizations to which grants were made meet the criteria under which the Foundation, the Jewish United Fund of Metropolitan Chicago, and the Jewish Federation of Metropolitan Chicago were established. 46252500 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 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X James A Pinkston 3123574790 30 South Wells Street Suite 4049 Chicago IL 60606 Steven B Nasatir Vice President 0.30 37.70 X X 0 547025 34263 Newton Minow President (until 5/6/23) 0.30 0.30 X X 0 0 0 David Sherman President (as of 6/22/23) 0.30 0.30 X X 0 0 0 Lester Crown Vice President 0.30 0.30 X X 0 0 0 Sara Crown Star Vice President & Secretary 0.30 1.30 X X 0 0 0 David T Brown Vice President 0.30 0.60 X X 0 0 0 Andrew Hochberg Vice President 0.30 0.30 X X 0 0 0 A Steven Crown Vice President & Asst. Secy 0.30 0.30 X X 0 0 0 Michael Zaransky Vice President (as of 6/22/23) 0.30 0.30 X X 0 0 0 Jordan Goodman Treasurer 0.30 0.30 X X 0 0 0 Boaz Blumovitz Asst. Treasurer & Asst. Secy 0.30 49.70 X 0 349809 30241 James A Pinkston Asst. Treasurer & Asst. Secy 0.30 49.70 X 0 301042 42157 Sarah Marcus Assistant Treasurer 0.30 0.30 X 0 0 0 0 1197876 106661 0 0 1 0 0 5033223 5033223 3737892 3737892 51361683 33743404 17618279 17618279 17618279 23945 23945 23945 26413339 0 0 21380116 46252500 46252500 10670 10670 13275 13275 54826 54826 46331271 46252500 78771 0 3781094 16497762 370236244 417002227 1940950 1922877 64857 84071 376023145 435506937 18432500 40297500 18432500 40297500 X 341502525 370353679 16088120 24855758 357590645 395209437 376023145 435506937 X -19917932 57036724 500000 X 0 1 X 1 0 X X 2 Jewish Federation of Metropolitan Chicago 362167761 7 1 332500 0 Jewish United Fund of Metropolitan Chicago 362167034 7 1 16890000 0 2 17222500 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) and Jewish United Fund of Metropolitan Chicago (JUF). 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 and JUF. The Foundation supports the charitable purpose of the Federation and JUF by making grants to charitable organizations that operate exclusively to perform the functions or to carry out the purposes of the Federation and JUF. 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 Crown Family Foundation (the Foundation) is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, income from certain activities not directly related to the Foundation's tax exempt purposes, such as unrelated business income allocated from investment partnerships, is subject to taxation. 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. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to the potential sources of unrelated business taxable income. 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 Jewish United Fund of Metropolitan Chicago 30 S Wells Suite 4049 Chicago IL 60606 362167034 501(C)(3) 16890000 0 Hebrew language instruction, Bridge Tech in the Negev and Kfar Kassem, physician fellowships, Co-Tech Program, High-tech Entrepreneurship and for Hassoub garage capital project, Diversity in High-Tech in Acre and Hura, AlKavsaa program for Negev and East Jerusalem, Summer Camps in FSU, Enter High-Tech and Excel in High-Tech, The Admas program for Ethiopian Israeli STEM university students, Portland Trust for Arab high-tech employment, Aaron Institute's Center for Economic Policy for the Israeli Arab Society, Netivot Campus - capital grant, Full Stack and DevNet Courses, training in the periphery, and general operating support CRM system. Akiba Schechter - Jewish Day School 5235 S Cornell Avenue Chicago IL 60615 362600926 501(C)(3) 125000 0 General operating support America Friends of Hebrew University 199 Water Street 11th Floor New York NY 10038 131568923 501(C)(3) 750000 0 Scholarships American Friends of Bar Ilan University 160 E 56th Street New York NY 10022 464198975 501(C)(3) 750000 0 Scholarships American Friends of Magen David Adom 20 West 36th Street New York NY 10018 131790719 501(C)(3) 1000000 0 Marcus National Blood Center capital campaign match American Friends of Start Up Nation Central 40 W 57th Street 26th Floor New York NY 10019 461723968 501(C)(3) 225000 0 Start-Up Nation Policy Institute American Friends of Tel Aviv University 8 West 40th Street 8th Floor New York NY 10018 131996126 501(C)(3) 1500000 0 Scholarships and General operating support American Jewish Joint Distribution Committee 220 East 42nd Street New York NY 10017 131656634 501(C)(3) 75000 0 Interagency Task Force American Society for Technion Israel Institute of Technology 55 East 59th Street New York NY 10022 130434195 501(C)(3) 750000 0 Scholarships American Society of the University of Haifa PO Box 1437 New York NY 10018 136220819 501(C)(3) 750000 0 Scholarships Americans for Ben Gurion University 1001 Avenue of the Americas 19th Floor New York NY 10018 237270753 501(C)(3) 750000 0 Scholarships Arie Crown Hebrew Day School 4600 Main Street Skokie IL 60076 362129620 501(C)(3) 125000 0 General operating support Associated Talmud Torahs 3531 Madison Street Skokie IL 60076 362169123 501(C)(3) 450000 0 REACH Bernard Zell Anshe Emet Day School 3751 N Broadway Street Chicago IL 60613 362166955 501(C)(3) 108750 0 General operating support B'nai B'rith Youth Organization 800 8th NW Washington DC 20001 311794932 501(C)(3) 10000 0 General operating support Chicago Jewish Day School 3730 N California Avenue Chicago IL 60618 364437180 501(C)(3) 187500 0 General operating support Council for Jewish Elderly Senior Life 3003 W Toughy Avenue Chicago IL 60645 362727597 501(C)(3) 1200000 0 General operating support and home delivered meals Covenant Foundation 1270 Ave of the Americas Ste 304 New York NY 10020 363722029 501(C)(3) 5775000 0 General operating support Facing History and Ourselves 89 South Street Suite 401 Boston MA 02111 042761636 501(C)(3) 500000 0 General operating support Friends of the IDF 60 East 42nd Street New York NY 10165 133156445 501(C)(3) 300000 0 IMPACT! Funding Hillel Torah North Suburban Day School 7120 Laramie Avenue Skokie IL 60077 362436314 501(C)(3) 2125000 0 General operating support Ida Crown Jewish Academy 8233 N Central Park Avenue Skokie IL 60076 362167009 501(C)(3) 125000 0 General operating support Jerusalem Foundation 420 Lexington Ave Rm 1645 New York NY 10170 132563745 501(C)(3) 6500000 0 General operating support and Rebecca Crown Theatre Jewish Child and Family Services 4747 North 7th Street Suite 100 Phoenix AZ 85014 860096781 501(C)(3) 1500000 0 General Operating Support and JVS for the Duman Center Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167761 501(C)(3) 332500 0 The Israel Studies on Campus program, Fund for the Future, Jewish Community Fund for Adults with Disabilities Keshet 3210 Dundee Road Northbrook IL 60062 363441392 501(C)(3) 600000 0 General operating support Maot Chitim 3710 Commercial Avenue Suite 7 Northbrook IL 60062 363398501 501(C)(3) 200000 0 General operating support Matan 520 Eighth Avenue 4th Floor New York NY 10018 134174834 501(C)(3) 180000 0 General operating support National Jewish Center for Learning and Leadership 440 Park Avenue South 4th Floor New York NY 10016 237390358 501(C)(3) 23600 0 The Rabbis Without Borders Program Network of Jewish Human Service Agencies 50 Eisenhower Drivem Suite 100 Paramus NJ 07652 132752418 501(C)(3) 1000000 0 General operating support Rochelle Zell Jewish High School 1095 Lake Cook Road Deerfield IL 60015 364167962 501(C)(3) 187500 0 General operating support SHALVA PO BOX 46375 Chicago IL 60646 363449507 501(C)(3) 455000 0 General operating support Solomon Schechter Day School of Metropolitan Chicago 3210 Dundee Road Northbrook IL 60062 362493769 501(C)(3) 343750 0 General operating support The ARK 6450 N California Avenue Chicago IL 60645 237164967 501(C)(3) 400000 0 General operating support WTTW 5400 North St Louis Avenue Chicago IL 60625 362246703 501(C)(3) 25000 0 General operating support 35 0 Part I, Line 2: Before making a grant, the Crown Family Foundation requires all grant applicants to submit proposals that include full information about the organization seeking a grant, including an explanation of the organization's background, and a full description of its programs with outcome measures. Applicants also provide full fiscal information including current and projected budgets, as well as audited financial statements. Foundation staff reviews all information, often meeting with applicants' staff and consulting with other organizations that have familiarity with the applicant, after which information is presented to the program committeee for review and approval. The Foundation requires each grant recipient to provide a full report each year explaining whether outcomes were achieved, as well as financial records of how grant funds were used. As with applications, staff reviews this information, meets with grantees and collects further information if necessary. Outcomes are presented to the Program Committee and Board of Directors for review. 0 1 0 0 0 0 0 0 0 Steven B Nasatir Vice President 0 468992 0 0 0 78033 0 18449 0 16208 0 581682 0 0 Boaz Blumovitz Asst. Treasurer & Asst. Secy 0 349252 0 0 0 557 0 30241 0 776 0 380826 0 0 James A Pinkston Asst. Treasurer & Asst. Secy 0 300875 0 0 0 167 0 25803 0 17319 0 344164 0 0 Part I, Line 4b Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. Dr. Nasatir vested in the following benefits: Benefit payments from the aforementioned agreements will continue for the longer of 1) 10 years through December 2028 or 2) his lifetime. In the event of his death prior to 2029, payments will be made to Dr. Nasatir's beneficiary. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. In 2017, the Jewish Federation entered into a third agreement with Steven Nasatir which provides for annual payments of $21,000 per year, beginning in 2018, for the longer of his lifetime or ten years (through December 2027). In 2022, Steven Nasatir received payments totaling $109,776 from the three supplemental non-qualified retirement plans. Form 990, Part VI, Section A, line 2 Lester Crown, A. Steven Crown, and Sara Crown Star have a family relationship. David Brown has a business relationship with David Sherman and Andrew Hochberg. Form 990, Part VI, Section A, line 6 Members of the corporation are divided into two classes per the Bylaws: the donor members and the publicly supported organization members which are the Jewish Federation of Metropolitan Chicago and the Jewish United Fund of Metropolitan Chicago. Form 990, Part VI, Section A, line 7a The Board of Directors consists of nine persons: four appointed by the donor members, four appointed by the publicly supported organization members, and the ninth will be the person serving as the President of the Federation, or his or her designee. If the Federation ceases being a member of the Corporation, the successor will be elected by the publicly supported organization members. Form 990, Part VI, Section B, line 11b A copy of Form 990 was provided to the Board Members for their review prior to filing with the IRS. The Board Members were able to make recommendations for any changes prior to filing. The Form 990 was reviewed and approved by the Compliance Committee. Form 990, Part VI, Section B, line 12c A conflict of interest questionnaire is circulated to all Board Members (Directors) and key personnel on an annual basis. This process is managed by the Jewish Federation of Metropolitan Chicago (Federation). The completed questionnaires are reviewed by Federation management and any conflicts are disclosed to the Board of Directors. If a Director does have a conflict or business relationship with the Foundation, he or she is required to abstain from any votes related to to that matter. Form 990, Part VI, Section C, line 19 The Foundation's governing documents, conflict of interest policy and financial statements are made available to all volunteer members of the Board of Directors. With regard to the general public, the organization provides these upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part XI, line 9: Rescinded Grants 500,000. 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 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 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 1 Harry Seigle Foundation 31 South Wells Suite 4049 Chicago IL 60607 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 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 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 & Grantmaking 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 North 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 31 South Wells Suite 4049 Chicago IL 60607 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 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 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 0 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 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Jewish United Fund of Metropolitan Chicago B 16890000 Cash Portfolio, LLC: To serve as an endowment investment solution for charitable 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 A 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.