2013-05-15T15:30:46-05:00 2012-06-30 420714325 MCGLADREY LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2011-07-01 363864416 Irvin & Ruth Swartzberg Family Foundation IRVI 3123574790 30 South Wells No 4049 Chicago IL 60606 David Rosen 3123574790 2013-05-15 1 David Faje P00031371 3126343400 2011 2016-02-24 21:20:13Z Lois Zoller 30 South Wells No 4049 Chicago IL 60606 299712 0 X N/A X 1995 IL 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. 9 8 0 8 0 0 50000 100000 0 0 267645 199712 0 0 317645 299712 259000 213050 0 0 0 0 0 0 0 3528 3513 262528 216563 55117 83149 5698421 5547738 53500 3500 5644921 5544238 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. 0 0 213050 213050 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 & the by-laws of the Foundation. 213050 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 IL X Peter Chiswick 3124442814 30 S Wells Suite 4049 Chicago IL 60606 Lois Zoller 0.30 X X 0 0 0 Allan Swartzberg 0.30 X X 0 0 0 Daniel Zoller 0.30 X X 0 0 0 Michael Zoller 0.30 X 0 0 0 Thomas Horwich 0.30 X X 0 0 0 David Rosen 0.30 X 0 290817 122131 David A Sherman 0.30 X 0 0 0 Max Robert Schrayer 0.30 X 0 0 0 Neil Greenbaum 0.30 X 0 0 0 Eric Devir 0.30 X 0 41716 10439 James Pinkston 0.30 X 0 23158 2722 0 355691 135292 0 0 1 0 0 100000 100000 45885 45885 153827 0 153827 153827 153827 299712 0 0 199712 213050 213050 3500 3500 Filing Fees 13 13 216563 213050 3513 0 43229 184329 5655192 5363409 5698421 5547738 3500 3500 35000 0 15000 0 53500 3500 X 0 0 0 0 5644921 5544238 5644921 5544238 5698421 5547738 X 83149 -183832 X 0 1 1 X 0 X X X 0 0 0 Jewish Federation of Metropolitan Chicago 362167761 7 1 7000 1 7000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Jewish Federation of Metropolitan Chicago Pooled Investment Fund 5363409 F 5363409 Description of Uncertain Tax Positions Under FIN 48: Part X: Irvin & Ruth Swartzberg Family Foundation (the Foundation) is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2012 and 2011, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2009. 1 Childrens Memorial Hospital PO Box 803878 Chicago IL 60680 366025567 501(C)(3) 8000 General Operating Support Bernard Zelle Anshe Emet Day School 3751 North Broadway Street Chicago IL 60613 362166955 501(C)(3) 25000 General Operating Support California Lyme Disease Association PO Box 5658 Marysville CA 95901 680214101 501(C)(3) 10000 General Operating Support Council for Jewish Elderly 3003 W Touhy Ave Chicago IL 60645 362727597 501(C)(3) 32550 General Operating Support Hebrew Immigrant Aid Society of Chicago 216 W Jackson Blvd Suite 700 Chicago IL 60606 362167094 501(C)(3) 7000 General Operating Support Jewish Federation of Metropolitan Chicago 30 S Wells Suite 4049 Chicago IL 60606 362167761 501(C)(3) 7000 General Operating Support American Jewish Joint Distribution Committee 711 Third Ave 10th Floor New York NY 10017 131656634 501(C)(3) 15000 General Operating Support Jewish United Fund of Metropolitan Chicago 30 S Wells Suite 4049 Chicago IL 60606 362167034 501(C)(3) 100000 General Operating Support 8 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Foundation staff perform due diligence on all organizations seeking grants from the Foundation and review grant compliance each year. 0 1 0 0 0 0 0 0 0 David Rosen 0 278152 0 0 0 12665 0 114632 0 8276 0 413725 0 0 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 beginning in 2018 and lasting for ten years. Form 990, Part VI, Section A, line 2 Allan Swartzberg and Lois Zoller have a family relationship. Form 990, Part VI, Section A, line 2 Lois Zoller and Daniel Zoller have a family relationship. Form 990, Part VI, Section A, line 2 Lois Zoller and Michael Zoller have a family relationship. Form 990, Part VI, Section A, line 2 Michael Zoller and Daniel Zoller have a family relationship. Form 990, Part VI, Section A, line 2 Allan Swartzberg and Michael Zoller have a family relationship. Form 990, Part VI, Section A, line 2 Allan Swartzberg and Daniel Zoller have a family relationship. Form 990, Part VI, Section A, line 6 The by-laws stipulate that members of the Foundation are divided into two classes: the donor member and the publicly supported organization member, which is the Jewish Federation of Metropolitan Chicago. Form 990, Part VI, Section A, line 7a The Board of Directors consists of 9 total persons, 4 of whom are elected by the donor member and 5 of whom are elected by the publicly supported organization member pursuant to its established procedures. Form 990, Part VI, Section B, line 11 A board member and officer appointed by the Jewish Federation reviewed the Form 990 prior to filing. Form 990, Part VI, Section B, line 12c A conflict of interest questionnaire is circulated to all Board Members on an annual basis. This process is managed by the Foundation's Secretary who ensures all questionnaires are completed. The complete questionnaires are reviewed and any conflicts are disclosed to the Board of Directors. If a Director does have a conflict or business relationship, he or she is required to abstain from any votes related to that matter. Form 990, Part VI, Section C, line 19 Upon Request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized losses on investments: -183,832. Jewish Federation of Metropolitan Chicago 30 S Wells Suite 4049 Chicago IL 60606 362167761 Social Welfare Institution IL 501(C)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0