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Lya and Louis Rosenblum Family: Form 990EZ, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
Lya and Louis Rosenblum Family (EIN 31-1529058)
Tax period
2018-07-01 to 2019-06-12
Filed
2020-07-02
IRS object ID
202031849349200603
Schema version
2018v3.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-02T07:22:20-05:00ReturnTs
Tax Period End2019-06-12TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S Wacker Drive Ste 800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311529058EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Lya and Louis Rosenblum FamilyBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLYAABusinessNameControlTxt
Phone3123574790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells Street No 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPeter ChiswickPersonNm
Person TitleAssistant SecretaryPersonTitleTxt
Phone3123574790PhoneNum
Signature2020-06-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address73.8.113.85IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-26IPDt
IP Tm13:15:55IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id26672702914E5EE26F48E546FB914E7C8585E092AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$3,614GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$484InvestmentIncomeAmt
Sale Of Assets Gross$3,130SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$3,130GainOrLossFromSaleOfAssetsAmt
Total Revenue$3,614TotalRevenueAmt
Grants And Similar Amounts Paid$177,500GrantsAndSimilarAmountsPaidAmt
Fees And Other Pymt To Ind Cntrct$2,994FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$18OtherExpensesTotalAmt
Total Expenses$180,512TotalExpensesAmt
Excess Or Deficit For Year-$176,898ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$194,649NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$17,751OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$197,199BOYAmt
EOY$0EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$197,199BOYAmt
EOY$0EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,550BOYAmt
EOY$0EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$194,649BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeThe Foundation is exclusively organized to foster, promote, support, develop, encourage, and maintain the specific charitable, educational or religious purpose or function of, or as authorized by the charter of, the Jewish Federation Of Metropolitan Chicago and the by-laws of the Foundation.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomThe Foundation makes grants to organizations all of which are tax exempt under the IRC Section 501(c)(3) and meet the specific purpose of the Foundation and the Jewish Federation of Metropolitan Chicago.DescriptionProgramSrvcAccomTxt
Grants And Allocations$177,500GrantsAndAllocationsAmt
Program Service Expenses$177,500ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$177,500TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dr Louis Rosenblum
President0.25$0$0$0
Rose Jagust
Secretary0.25$0$0$0
Eric Devir
Treasurer0.25$0$0$0
James A Pinkston
Assistant Treasurer0.25$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peter ChiswickBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells Street Suite 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606065056ZIPCd
FieldValueIRS element (for citing)
Phone3124442814PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Metropolitan ChicagoBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN362167761EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing Doc0ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgYes (1)OrganizationChangeSuprtOrgInd
Supported Org Class DesignatedYes (1)SupportedOrgClassDesignatedInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule A, Part I, Line 12gMonetary support to supported organizations designated by charitable class or purpose is reported in detail below. 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). 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. The Foundation supports the charitable purpose of the Federation by making grants to charitable organizations that operate exclusively to perform the functions or to carry out the purposes of the Federation.
Schedule A, Part IV, Lines 5a and 5b:Grants made by the Foundation to charitable organizations greater than $5,000 are listed below. 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). Grants to organizations greater than $5,000: Alzheimer's Disease & Related Disorders Assn. - $10,000 American Civil Liberties Union Foundation - $25,000 American Friends of the Israel Union for Environmental Defense - $10,000 Bend the Arc - A Jewish Partnership for Justice - $10,000 Crossroads Fund - $10,000 Institute for Psychoanalysis - Chicago - $10,000 Jewish Council on Urban Affairs - $25,000 Jewish United Fund of Metropolitan Chicago - $25,000 North Suburban Synagogue Beth El - $10,000 Urban Gateways - $10,000

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidCashAssetsDistriOrExpnssPaidDesc
Distribution2019-06-12DistributionDt
Fair Market Value Of Asset$7,079FairMarketValueOfAssetAmt
Method Of FMV DeterminationCashMethodOfFMVDeterminationTxt
EIN362167761EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish Federation of Metropolitan ChicagoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells Street Suite 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
IRC Section501(c)(3)IRCSectionTxt
FieldValueIRS element (for citing)
Director Of SuccessorYes (1)DirectorOfSuccessorInd
Employee Of SuccessorYes (1)EmployeeOfSuccessorInd
Owner Of Successor0OwnerOfSuccessorInd
Receive Compensation0ReceiveCompensationInd
Assets DistributedYes (1)AssetsDistributedInd
Required To Notify AGYes (1)RequiredToNotifyAGInd
Attorney General NotifiedYes (1)AttorneyGeneralNotifiedInd
Liabilities PaidYes (1)LiabilitiesPaidInd
Bonds Outstanding0BondsOutstandingInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 2e:Person(s) Involved: Rose Jagust, SecretaryEric Devir, TreasurerJames A. Pinkston, Assistant Treasurer
Part I, Line 2e:Explanation of Involvement: James A. Pinkston is a board members and employee of Jewish Federation of Metropolitan Chicago. Rose Jagust and Eric Devir are employees of Jewish Federation of Metropolitan Chicago.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: Interest and Dividends. Amount: 484.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Filing Fees. Amount: 10. Description: Miscellaneous Expense. Amount: 8. Total to Form 990-EZ, line 16: 18.
Form 990-EZ, Part I, Line 20 - Other Changes in Net AssetsDescription: Unrealized Gains/Losses on Investments. Amount: -10,672. Description: Transfer to Jewish Federation of Metropolitan Chicago. Amount: -7,079. Total to Form 990-EZ, line 20: -17,751.
Form 990-EZ, Part II, Line 24 - Other AssetsDescription: Cemetery Plots. Beg. of Year Amount: 9,600. End of Year Amount: 0. Description: Jewish Federation of Metropolitan Chicago Pooled Investment Fund. Beg. of Year Amount: 187,599. End of Year Amount: 0.
Form 990-EZ, Part II, Line 26 - Other LiabilitiesDescription: Accounts Payable/Accrued Expenses. Beg. of Year Amount: 2,550. End of Year Amount: 0. Description: Due to Jewish Federation of Metropolitan Chicago. Beg. of Year Amount: 0. End of Year Amount: 0.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.DeclarationDesc

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