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Nonprofiteer
← ROBERT U AND ROBERTA GOLDMAN FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by ROBERT U AND ROBERTA GOLDMAN FAMILY FOUNDATION.

Totals

Total revenue
$177,349
Total expenses
$289,416
Contributions and grants received
$198,348
Grants paid
$277,000
Program service revenue
$0
Investment income
-$20,999
Other revenue
$0
Total assets, end of year
$2,448,797
Total liabilities, end of year
$3,590
Net assets or fund balances, end of year
$2,445,207
Program services expenses (Part IX)
$277,000
Management and general expenses
$12,416
Fundraising expenses
$0
Program service expenses (Part III)
$277,000

Program services were 95.7% 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.

  • 1f · All other contributions, gifts and grants

    $198,348

  • 1g · Noncash contributions included above

    $198,348

  • 3 · Investment income

    total $18,978 · excluded $18,978

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

    securities $39,977

  • 7c · Gain or loss

    securities -$39,977

  • 7d · Net gain or loss

    total -$39,977 · excluded -$39,977

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $277,000 · program services $277,000

  • 11c · Fees: accounting

    total $3,590 · management and general $3,590

  • 11f · Fees: investment management

    total $8,816 · management and general $8,816

  • 24a · Other expenses: FILING FEES

    total $10 · management and general $10

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $2,287,344 · end of year $2,448,797

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,550 · end of year $3,590

  • 27 · Net assets without donor restrictions

    beginning of year $2,283,794 · end of year $2,445,207

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

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

  • THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS ALL OF WHICH ARE EXEMPT UNDER IRC SECTION 501(C)(3) AND MEET THE SPECIFIC PURPOSE OF THE FOUNDATION AND THE JEWISH FEDERATION OF METROPOLITAN CHICAGO.

    Expenses $277,000 · Grants $277,000

As filed on the 2023 return.

Listed in Part VII

  • David S Rosen

    TREASURER AND ASSISTANT SECRETARY

    Total calculated
    $524,437
    From this org
    $0
    From related orgs
    $444,304
    Other
    $80,133
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,723 related
    Bonus
    $0
    Other
    $0 + $35,581 related
    Deferred
    $0 + $61,139 related
    Nontaxable benefits
    $0 + $19,770 related
    Filer's total
    $0 + $525,213 related

  • Robert U Goldman

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • Roberta Goldman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • Maury Fertig

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.3

  • Lou Harrison

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.3

  • James A Pinkston

    ASSISTANT TREASURER

    Total calculated
    $352,592
    From this org
    $0
    From related orgs
    $304,536
    Other
    $48,056
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,374 related
    Bonus
    $0
    Other
    $0 + $162 related
    Deferred
    $0 + $29,062 related
    Nontaxable benefits
    $0 + $19,977 related
    Filer's total
    $0 + $353,575 related

  • Peter Chiswick

    ASSISTANT TREASURER

    Total calculated
    $271,588
    From this org
    $0
    From related orgs
    $233,080
    Other
    $38,508
    Hours/week
    0.3 + 49.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,930 related
    Bonus
    $0
    Other
    $0 + $6,150 related
    Deferred
    $0 + $30,077 related
    Nontaxable benefits
    $0 + $9,148 related
    Filer's total
    $0 + $272,305 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)

PART I, LINE 4B
DAVID ROSEN: THE JEWISH FEDERATION HAS AN AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR THAT BEGAN IN 2018 AND WILL END IN 2028. IN 2017, THE JEWISH FEDERATION ENTERED INTO A SECOND AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 THAT BEGAN IN 2022 AND WILL END IN 2032. IN TOTAL, DAVID S. ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2023.

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

The 10 largest by cash amount. The API serves every itemized grant.

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

    REAL ESTATE · IL

  • JFMC POOLED ENDOWMENT PORTFOLIO LLC

    SEE SCH. R, PART VII · IL

Related corporations and trusts

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

  • CHARITABLE REMAINDER UNITRUSTS (18)

    T · CHARITABLE TRUST · IL

  • CHARITABLE REMAINDER ANNUITY TRUSTS (2)

    T · CHARITABLE TRUST · IL

Provenance

Return type
form_990
Tax year
2023
Filed
27 March 2025
IRS schema version
2023v6.0
Source object
202500919349301900

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