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← SWARTZBERG ZOLLER FAMILY FOUNDATION

Form 990 for tax year 2024

Filed by SWARTZBERG ZOLLER FAMILY FOUNDATION.

Totals

Total revenue
$873,915
Total expenses
$311,513
Contributions and grants received
$0
Grants paid
$287,600
Program service revenue
$0
Investment income
$873,915
Other revenue
$0
Total assets, end of year
$6,612,768
Total liabilities, end of year
$48,053
Net assets or fund balances, end of year
$6,564,715
Program services expenses (Part IX)
$287,600
Management and general expenses
$23,913
Fundraising expenses
$0
Program service expenses (Part III)
$287,600

Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $47,436 · excluded $47,436

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $4,430,611

  • 7b · Less cost or other basis and sales expenses

    securities $3,604,132

  • 7c · Gain or loss

    securities $826,479 · other assets $0

  • 7d · Net gain or loss

    total $826,479 · excluded $826,479

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $287,600 · program services $287,600

  • 11c · Fees: accounting

    total $4,054 · management and general $4,054

  • 11f · Fees: investment management

    total $19,849 · management and general $19,849

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: FILING FEES

    total $10 · management and general $10

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $6,402,222 · end of year $6,612,768

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,020 · end of year $4,053

  • 18 · Grants payable

    beginning of year $37,000 · end of year $44,000

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $6,361,202 · end of year $6,564,715

Mission and programs · 2024

Mission

THE FOUNDATION IS ORGANIZED TO FOSTER, PROMOTE, SUPPORT, DEVELOP, ENCOURAGE AND MAINTAIN THE BROAD CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSE OR FUNCTIONS OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO CHARTER AND THE BY-LAWS OF THE FOUNDATION.

  • THE FOUNDATION MAKES GRANTS TO CHARITABLE ORGANIZATIONS WHICH ARE TAX EXEMPT UNDER IRC SECTION 501(C)(3) AND MEET THE GUIDELINES OF THE CHARTER OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO AND THE BY-LAWS OF THE FOUNDATION.

    Expenses $287,600 · Grants $287,600

As filed on the 2024 return.

Listed in Part VII

  • Daniel Zoller

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • Eric Devir

    VICE PRESIDENT

    Total calculated
    $170,314
    From this org
    $0
    From related orgs
    $139,144
    Other
    $31,170
    Hours/week
    0.3 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,466 related
    Bonus
    $0
    Other
    $0 + $678 related
    Deferred
    $0 + $13,882 related
    Nontaxable benefits
    $0 + $17,288 related
    Filer's total
    $0 + $170,314 related

  • Lonnie Nasatir

    TREASURER

    Total calculated
    $668,514
    From this org
    $0
    From related orgs
    $591,253
    Other
    $77,261
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $554,857 related
    Bonus
    $0
    Other
    $0 + $36,396 related
    Deferred
    $0 + $55,810 related
    Nontaxable benefits
    $0 + $21,451 related
    Filer's total
    $0 + $668,514 related

  • Max Robert Schrayer II

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.3

  • Michael Zoller

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • Claire Peaceman

    ASSISTANT SECRETARY

    Total calculated
    $84,259
    From this org
    $0
    From related orgs
    $69,331
    Other
    $14,928
    Hours/week
    0.3 + 39.7 related

  • James A Pinkston

    ASSISTANT TREASURER

    Total calculated
    $365,057
    From this org
    $0
    From related orgs
    $308,582
    Other
    $56,475
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $308,417 related
    Bonus
    $0
    Other
    $0 + $165 related
    Deferred
    $0 + $34,754 related
    Nontaxable benefits
    $0 + $21,721 related
    Filer's total
    $0 + $365,057 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
LONNIE NASATIR: IN 2023, JUF ENTERED INTO AN AGREEMENT WITH LONNIE NASATIR WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR FOR 5 YEARS BEGINNING IN 2028, FOLLOWING THE COMPLETION OF A FIVE-YEAR VESTING PERIOD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 255 REVERE DRIVE LP

    N/A · REAL ESTATE · IL

    Directly controlled by NA

  • JFMC POOLED ENDOWMENT PORTFOLIO LLC

    N/A · SEE SCH. R, PART VII · IL

    Directly controlled by NA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (17)

    Trust · CHARITABLE TRUST · IL

    Directly controlled by JEWISH FEDERATION OF METROPOLITAN CHICAGO

  • CHARITABLE REMAINDER ANNUITY TRUSTS (2)

    Trust · CHARITABLE TRUST · IL

    Directly controlled by JEWISH FEDERATION OF METROPOLITAN CHICAGO

Provenance

Return type
form_990
Tax year
2024
Filed
23 April 2026
IRS schema version
2024v5.1
Source object
202601139349300035

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