First Analysis Institute of Integrative Studies

“Gary h kline resigned in 2020 and was replaced by sarah m linsley a retired partner of quarles & brady llp, was one of the directors and an officer of the institute, was affliated with the law firm of quarles & brady llp, which has been one of the law firms utilized for legal services by first analysis corporation, of which f. Oliver nicklin jr, who is a director and the president of the institute, is also president and the majority shareholder. Sarah m linsley is a retired partner with the firm of quarles & brady llp. Quarles & brady llp also provides legal services to the institute, and to mr. Nicklin. Claire nicklin is the daughter of f. Oliver nicklin, jr. The board of directors of the institute consists of five individuals. There are at present no board committees and therefore there are no minutes of any board committee meetings. The institute's directors were asked to review its current years form 990 before it was filed and to make suggestions with respect thereto. The institute has one member, f. Oliver nicklin jr, who as sole member, has the power to elect the institute's board of directors and to elect member(s). Also, board of directors actions as to certain types of extraordinary matters, such as mergers, consolidations, dissolution and extraordinary asset sales are subject to member(s) approval.”

“The institute has one member, f oliver nicklin jr, who as sole member, has the power to elect the institute's board of directors and to elect member(s). Also, board of directors actions as to certain types of extraordinary matters, such as mergers, consolidations, dissolution and extraordinary asset sales are subject to member(s) approval.”

“The institute has one member, f oliver nicklin jr, who as sole member, has the power to elect the institute's board of directors and to elect member(s). Also, board of directors actions as to certain types of extraordinary matters, such as mergers, consolidations, dissolution and extraordinary asset sales are subject to member(s) approval.”

“The institute has one member, f oliver nicklin jr, who as sole member, has the power to elect the institute's board of directors and to elect member(s). Also, board of directors actions as to certain types of extraordinary matters, such as mergers, consolidations, dissolution and extraordinary asset sales are subject to member(s) approval.”

“Because of the present smallness of the organization, the institute does not have committees and therefore for this question, the tax software requires a yes or no answer and an answer of no has been placed for this question.”

“The institute's directors were asked to review its current years form 990 before it was filed and to make suggestions with respect thereto.”

“Because of the present smallness of the organization, the institute has been able to informally monitor the situation as to impermissible conflicts of interest and heretofore has not had any formal monitoring as to avoiding conflicts of interest.”

“Page 6, part vi, section b policies -questions 15a and 15b-these questions are required to have a yes or no answer by the tax software, even though this question should be left blank. However it is answered no to satisfy the software requirements. Part vi section b question 16a - the organization did not participate in a joint venture in a taxable entity. The organization is a passive member of a limited liability company, first analysis venture operations in research llc, the interests in which were donated to the organization.”

“The institute will make available to interested persons copies of form 990 and financial statements upon request.”

“Because of the present smallness of the organization, the institute has been able to informally monitor the situation as to impermissible conflicts of interest and heretofore has not had formal monitoring as to avoiding conflicts of interest. The institute will make available to interested persons copies of its governing instrument, conflicts of interest policy and financial statements upon request.”

“F oliver nicklin jr - one s wacker drive suite 3900, chicago, il 60606. Jerome p wagner - 2755 lincolnwood dr, evanston, il 60201. Sarah m linsley - 155 north wacker drive ste 3200, chicago, il 60606. Claire nicklin - c/o s linsley 155 north wacker drive ste 3200, chicago, il 60606. David m jaglowski - c/o s linsley 155 north wacker drive ste 3200, chicago, il 60606.”

“Illinois tax payments: program service expenses 0. Management and general expenses 17,669. Fundraising expenses 0. Total expenses 17,669. Univ of illinois at chicago: program service expenses 15,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,000. Fundacion cultural ocho y medio: program service expenses 8,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,000. First analysis venture operations llc: program service expenses 0. Management and general expenses 6,673. Fundraising expenses 0. Total expenses 6,673. Children of abraham coalition: program service expenses 5,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,000. Temple sholom: program service expenses 2,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,000. The prayer center: program service expenses 2,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,000. Saint paul's benevolent educational missionary institute: program service expenses 2,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 2,000. Seminar materials & security: program service expenses 1,965. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,965. Filing fees: program service expenses 26. Management and general expenses 0. Fundraising expenses 0. Total expenses 26. Postage : program service expenses 9. Management and general expenses 0. Fundraising expenses 0. Total expenses 9.”

“Shares of class b common stock of first analysis corporation (book value at time of gift treated as book value in the hands of first analysis institute of integrative studies-current book value at $119.47 per share as of december 31,2024 was $8,088,119. Fair market value believed to be less.)”

“Prior to 2021 cost basis of shares sold was based on a specific idenfication method. In 2021, average cost method was used (and in future years will be used) to determine cost basis. In 2021 this resulted in a larger gain reported. In 2024 no shares were sold.”

“ROUNDING -3.”