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← SWARTZBERG ZOLLER FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by SWARTZBERG ZOLLER FAMILY FOUNDATION.

Totals

Total revenue
$139,253
Total expenses
$360,526
Contributions and grants received
$0
Grants paid
$336,000
Program service revenue
$0
Investment income
$139,253
Other revenue
$0
Total assets, end of year
$6,116,401
Total liabilities, end of year
$13,975
Net assets or fund balances, end of year
$6,102,426
Program services expenses (Part IX)
$336,000
Management and general expenses
$24,526
Fundraising expenses
$0
Program service expenses (Part III)
$336,000

Program services were 93.2% 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.

  • 3 · Investment income

    total $29,982 · excluded $29,982

  • 7a · Gross sales of assets other than inventory

    securities $109,271

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

    securities $0

  • 7c · Gain or loss

    securities $109,271

  • 7d · Net gain or loss

    total $109,271 · excluded $109,271

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $336,000 · program services $336,000

  • 11c · Fees: accounting

    total $3,975 · management and general $3,975

  • 11f · Fees: investment management

    total $20,541 · management and general $20,541

  • 24a · Other expenses: Filing Fees

    total $10 · management and general $10

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $5,975,524 · end of year $6,116,401

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,925 · end of year $3,975

  • 18 · Grants payable

    beginning of year $20,000 · end of year $10,000

  • 27 · Net assets without donor restrictions

    beginning of year $5,951,599 · end of year $6,102,426

Mission and programs · 2022

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 the 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 $336,000 · Grants $336,000

As filed on the 2022 return.

Listed in Part VII

  • Lonnie Nasatir

    Treasurer

    Total calculated
    $509,143
    From this org
    $0
    From related orgs
    $471,072
    Other
    $38,071
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $443,375 related
    Bonus
    $0
    Other
    $0 + $27,697 related
    Deferred
    $0 + $21,897 related
    Nontaxable benefits
    $0 + $17,142 related
    Filer's total
    $0 + $510,111 related

  • James A Pinkston

    Assistant Treasurer

    Total calculated
    $343,199
    From this org
    $0
    From related orgs
    $301,042
    Other
    $42,157
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,875 related
    Bonus
    $0
    Other
    $0 + $167 related
    Deferred
    $0 + $25,803 related
    Nontaxable benefits
    $0 + $17,319 related
    Filer's total
    $0 + $344,164 related

  • Eric Devir

    Assistant Secretary

    Total calculated
    $117,689
    From this org
    $0
    From related orgs
    $97,458
    Other
    $20,231
    Hours/week
    0.3 + 39.7 related

  • Max Robert Schrayer

    Secretary

    Total calculated
    $0
    Hours/week
    0.3

  • Lois Zoller

    Co-Chair

    Total calculated
    $0
    Hours/week
    0.3

  • Barry Rosenthal

    Co-Chair (until 7/15/22)

    Total calculated
    $0
    Hours/week
    0.3

  • Daniel Zoller

    President

    Total calculated
    $0
    Hours/week
    0.3

  • Thomas Horwich

    Vice President (until 11/1/22)

    Total calculated
    $0
    Hours/week
    0.3

  • Michael Zoller

    Vice President

    Total calculated
    $0
    Hours/week
    0.3

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 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

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

    0 · Real Estate · IL

    Directly controlled by JFMC Facilities Corporation

  • JFMC Pooled Endowment Portfolio LLC

    0 · See Sch. R, Part VII · IL

    Directly controlled by Jewish Federation of Metropolitan Chicago

Related corporations and trusts

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

  • Charitable Remainder Unitrusts (19)

    T · Charitable Trust · IL · controlled entity

    Directly controlled by Jewish Federation of Metropolitan Chicago

  • Charitable Remainder Annuity Trusts (3)

    T · Charitable Trust · IL · controlled entity

    Directly controlled by Jewish Federation of Metropolitan Chicago

Provenance

Return type
form_990
Tax year
2022
Filed
2 May 2024
IRS schema version
2022v5.0
Source object
202421279349303492

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