2011-11-14T16:01:48-06:00 2010-12-31 BLACKMAN KALLICK LLP 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2010-01-01 363156154 HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC HOLO 8479674800 9603 WOODS DRIVE SKOKIE IL 60077 DAVID HAFFT 8479674800 2011-11-14 1 LU ANN TRAPP 3122071040 2011-11-14 2010 2016-02-24 21:20:13Z FRITZIE FRITZSHALL 9603 WOODS DRIVE SKOKIE IL 60077 16727554 0 X WWW.ILHOLOCAUSTMUSEUM.ORG X 1981 IL TO RECORD, REMEMBER, AND EDUCATE THE PUBLIC ABOUT THE HOLOCAUST. 62 62 34 350 37244 -18531 3639045 3674423 588123 624243 685157 986200 651710 1525802 5564035 6810668 10581 26655 0 0 2036672 2217111 0 0 903667 6342066 5334517 8389319 7578283 -2825284 -767615 64756076 62461033 33444556 32590691 31311520 29870342 X THE ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER IS DEDICATED TO PRESERVING THE LEGACY OF THE HOLOCAUST BY HONORING THE MEMORIES OF THOSE WHO WERE LOST AND BY TEACHING UNIVERSAL LESSONS THAT COMBAT HATRED, PREJUDICE AND INDIFFERENCE. THE MUSEUM FULFILLS ITS MISSION THROUGH THE EXHIBITION, PRESERVATION AND INTERPRETATION OF ITS COLLECTIONS AND THROUGH EDUCATION PROGRAMS AND INITIATIVES THAT FOSTER THE PROMOTION OF HUMAN RIGHTS AND THE ELIMINATION OF GENOCIDE. 0 0 4954931 396732 THE ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER IS A PROJECT OF THE HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS. THE MUSEUM CONTAINS THE LARGEST COLLECTION IN THE MIDWEST OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS OF THE HOLOCAUST IN THE MIDWEST. THE MUSEUM, WHICH OPENED ITS DOORS TO THE PUBLIC ON APRIL 19, 2009, IS DEDICATED TO PRESERVING THE MEMORIES OF THOSE LOST IN THE HOLOCAUST AND TEACHING CURRENT GENERATIONS ABOUT THE NEED TO FIGHT HATRED, INDIFFERENCE AND GENOCIDE IN TODAY'S WORLD. 825793 26655 195332 THE FOUNDATION FACILITATES SEMINARS, SYMPOSIA, AND COLLEGE LEVEL COURSES REGARDING HOLOCAUST EDUCATION. THROUGH ITS SPEAKERS BUREAU. SURVIVORS AND LIBERATORS OF THE HOLOCAUST ARE AVAILABLE TO ADDRESS AUDIENCES REGARDING THE HOLOCAUST. THE MUSEUM OFFERS A WIDE ARRAY OF PUBLIC PROGRAMS INCLUDING COMMEMORATIONS, GUEST SPEAKERS, CONCERTS, AND FAMILY PROGRAMS. DOCENT-LED AND SELF-GUIDED TOURS ARE AVAILABLE TO SCHOOLS, UNIVERSITIES, AND THE GENERAL PUBLIC. 441362 32179 THE MUSEUM HAS FIVE EXHIBITION SPACES. THE ZEV AND SHIFRA KARKOMI PERMANENT EXHIBITION TELLS THE STORY OF THE HOLOCAUST THROUGH THE OBJECTS AND VOICES OF CHICAGOLAND SURVIVORS. FROM PRE-WAR GERMAN LIFE THROUGH THE CONCENTRATION CAMPS TO EVENTUAL LIBERATION, MORE THAN 500 DOCUMENTS, PHOTOGRAPHS, AND ARTIFACTS, INCLUDING A GERMAN RAIL CAR OF THE TYPE USED IN NAZI DEPORTATION PROGRAMS, ILLUSTRATE THE NARRATIVE OF THE HOLOCAUST. THIS EXHIBITION HIGHLIGHTS ARTIFACTS FROM THE NEARLY 14,000 PIECE COLLECTION THE MUSEUM STEWARDS. THE MILLER FAMILY YOUTH EXHIBITION IS A STATE-OF-THE-ART, INTERACTIVE EXHIBIT THAT HELPS YOUNGER VISITORS IDENTIFY WHO THEY ARE AS INDIVIDUALS AND LEARN HOW TO MAKE THE DIFFICULT DECISIONS THAT LEAD TO BEING AN "UPSTANDER" RATHER THAN A BYSTANDER.THE LEGACY OF ABSENCE GALLERY FEATURES WORKS BY INTERNATIONAL ARTISTS ADDRESSING THEMES OF ABSENCE AND LOSS IN THE CONTEXT OF THE HOLOCAUST AND OTHER GENOCIDES. THE ROOM OF REMEMBRANCE PAYS SPECIAL HOMAGE TO THE SIX MILLION JEWS MURDERED DURING THE HOLOCAUST WHILE THE PRITZKER HALL OF REFLECTION PROVIDES A CONTEMPLATIVE SPACE FOR VISITORS COMPLETING THEIR JOURNEY THROUGH THE MUSEUM. 6222086 1 1 0 1 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 35 0 34 1 1 1 0 0 0 0 1 1 0 0 0 0 X 62 62 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X KEITH KIJEK 8479674866 9603 WOODS DRIVE SKOKIE IL 60077 SAMUEL R HARRIS 1.00 X X 0 0 0 FRITZIE FRITZSHALL 1.00 X X 0 0 0 HOWARD SWIBEL 1.00 X X 0 0 0 AARON ELSTER 1.00 X X 0 0 0 BARBARA STEINER 1.00 X X 0 0 0 RALPH REHBOCK 1.00 X X 0 0 0 HARVEY SALTZMAN 1.00 X X 0 0 0 LIZ XILAS 1.00 X X 0 0 0 DAVID HAFFT 1.00 X X 0 0 0 HOWARD ACKERMAN 1.00 X 0 0 0 JUDGE GERALD BENDER 1.00 X 0 0 0 JUDGE MICHAEL BENDER 1.00 X 0 0 0 NATHAN BRILL 1.00 X 0 0 0 ANDREA GOODMAN 1.00 X 0 0 0 JAMES GOODMAN 1.00 X 0 0 0 MITCH GREENBERG 1.00 X 0 0 0 DOVIE HORVITZ 1.00 X 0 0 0 BETH KIBORT 1.00 X 0 0 0 HARLEY KORMAN 1.00 X 0 0 0 AL LACHMAN 1.00 X 0 0 0 ABBEY ROMANEK 1.00 X 0 0 0 MICHAEL RUBENSTEIN 1.00 X 0 0 0 RICK SALOMON 1.00 X 0 0 0 RICK STRUSINER 1.00 X 0 0 0 RANDY WINTERS 1.00 X 0 0 0 JOHANNA BRAININ 1.00 X 0 0 0 SIMONA CITRON 1.00 X 0 0 0 ROBERT EISENSTADT 1.00 X 0 0 0 DAVID FIGMAN 1.00 X 0 0 0 HELGA FRANKS 1.00 X 0 0 0 SCOTT GENDELL 1.00 X 0 0 0 GEORGE GIDDENS 1.00 X 0 0 0 DAVID GOLDER 1.00 X 0 0 0 ROSALIE HAR-EL 1.00 X 0 0 0 DEDE HARRIS 1.00 X 0 0 0 JEFFREY HECHTMAN 1.00 X 0 0 0 LARRY HEIMLICH 1.00 X 0 0 0 MICHAEL HEIMLICH 1.00 X 0 0 0 DIANE ISRAEL 1.00 X 0 0 0 HENRY JELEN 1.00 X 0 0 0 PETER KADENS 1.00 X 0 0 0 CALVIN KANTER 1.00 X 0 0 0 IDA KERSZ 1.00 X 0 0 0 RICHARD KORENGOLD 1.00 X 0 0 0 EILEEN KUGMAN 1.00 X 0 0 0 ELLIOT LEFKOVITZ 1.00 X 0 0 0 DAVE LUNDY 1.00 X 0 0 0 MICHAEL MARCOVICI 1.00 X 0 0 0 JEFFRY PFEFFER 1.00 X 0 0 0 MARV ROTTER 1.00 X 0 0 0 ADAM SCHECTER 1.00 X 0 0 0 BERNIE SCHUTZ 1.00 X 0 0 0 LILO SHARON 1.00 X 0 0 0 BECKY SHIFFMAN 1.00 X 0 0 0 SARI SHUMAN 1.00 X 0 0 0 LIZA SILBERT 1.00 X 0 0 0 JULIE SMOLYANSKY 1.00 X 0 0 0 LEON STEIN 1.00 X 0 0 0 EVA THALHEIMER 1.00 X 0 0 0 HELEN WEISMAN 1.00 X 0 0 0 OLGA WEISS 1.00 X 0 0 0 ADELE ZAVEDUK 1.00 X 0 0 0 RICHARD S HIRSCHHAUT 40.00 X 282500 0 103640 PATRICIA WHITE 40.00 X 152125 0 5024 EVETTE L SIMON 40.00 X 104500 0 4970 KENNETH COOPER 40.00 X 114500 0 4636 NOREEN B BRAND 40.00 X 107500 0 4970 761125 0 123240 5 0 1 0 LEVY SECURITY CORPORATION 6070 EAGLE WAY CHICAGO IL 60678 BUILDING SECURITY 433794 EXPLUS INCORPORATED 44156 MERCURE CIRCLE DULLES VA 20166 PERMANENT EXHIBITION FABRICATION 229640 TRIANGLE PRINTERS 3737 CHASE AVENUE SKOKIE IL 60076 PRINTING 180706 ARAMARK B&I GROUP 9603 WOODS DRIVE SKOKIE IL 60077 CAFE OPERATIONS 149028 BULLEY & ANDREWS 75 REMITTANCE DRIVE SUITE 1709 CHICAGO IL 60622 GENERAL CONTRACTOR 129091 12 293139 456892 200000 2724392 35894 3674423 ADMISSIONS INCOME 611710 461028 461028 OTHER PROGRAMS 611710 114160 114160 SPEAKER INCOME 611710 49055 49055 624243 603652 603652 9462413 9079865 382548 382548 382548 1543063 456892 500387 1042676 1042676 600400 187160 413240 413240 219360 149474 69886 37244 32642 6810668 624243 37244 2474758 26655 26655 386140 231684 77228 77228 1683425 1264269 54763 364393 147546 107607 8350 31589 3658 3658 45500 45500 40000 40000 13258 13258 55087 55087 51445 51445 66717 66717 1105630 1035876 69754 20299 8836 7147 4316 19053 5431 13622 1189269 1189269 1539847 1539847 225119 153664 45253 26202 MUSEUM OPERATIONS 318627 220636 9675 88316 EDUCATION 244464 244464 MISCELLANEOUS EXPENSE 178756 43316 8536 126904 BANK CHARGES AND LETTER 95786 95786 122002 32370 89632 7578283 6222086 452530 903667 282175 238817 820682 519325 6497012 4861997 17470 687890 711124 70305 85185 524604 451683 47446579 2836399 45873331 44610180 9718586 10689003 17200 17200 264291 259049 64756076 62461033 2015116 689545 26342 28421237 28423698 970000 982226 2038203 2468880 33444556 32590691 X 23315404 24850265 6746614 5015077 1249502 5000 31311520 29870342 64756076 62461033 X -767615 -673563 X 0 1 1 X 0 X 5798445 9365629 6672420 3639045 3674423 29149962 5798445 9365629 6672420 3639045 3674423 29149962 6609650 22540312 384387 484411 769220 571442 603652 2813112 31963074 7981817 0.70520 0.71650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 40000 40000 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: A RETAINER FOR A LAW FIRM WHICH ASSISTED THE ORGANIZATION IN SECURING GRANTS FROM THE STATE. THE LAW FIRM MAINTAINS CONTACT WITH THE STATE LEGISLATURE CONCERNING BOTH CURRENT AND POSSIBLE FUTURE GRANTS FROM THE STATE. X X X 0 1268010 1263010 5000 2390395 5000 12271 1139656 1268010 2386902 2573 920 2390395 0.00000 1.00000 0.00000 0 0 45993803 2401054 43592749 1452776 435345 1017431 44610180 DEFERRED COMPENSATION 357081 INTEREST RATE SWAP MARKED TO MARKET 2111799 2468880 6810668 7578283 -767615 -106485 -567078 -673563 -1441178 7661421 -106485 120217 837021 850753 6810668 0 6810668 8535521 120217 837021 957238 7578283 0 7578283 PART III, LINE 1A: THE VALUE OF THE FOUNDATION'S COLLECTION IS NOT INCLUDED IN THE FINANCIAL STATEMENTS. THE COST OF OBJECTS PURCHASED IS REPORTED AS OTHER CHANGES IN NET ASSETS IN THE STATEMENTS OF ACTIVITIES. THE FOUNDATION'S POLICY IS TO MAINTAIN AND CONTINUE TO ACQUIRE MATERIAL EVIDENCE, ART AND ARTIFACTS OF VICTIMS AND SURVIVORS OF THE HOLOCAUST (PRINCIPALLY 1933 TO 1945). FROM TIME TO TIME, OBJECTS MAY BE SOLD IN ACCORDANCE WITH THE FOUNDATION'S COLLECTION MANAGEMENT POLICY. DEACCESSION, THE PROCESS USED TO PERMANENTLY REMOVE AN OBJECT FROM THE FOUNDATION'S COLLECTION, MAY RESULT ONLY IF CERTAIN CONDITIONS HAVE BEEN MET. ALL PROCEEDS REALIZED FROM DEACCESSIONS ARE ALLOCATED TO PURCHASE OTHER OBJECTS FOR THE FOUNDATION'S COLLECTION. PART III, LINE 4: THE MUSEUM CONTAINS THE LARGEST MIDWEST COLLECTION OF MEMORABILIA DONATED BY SURVIVORS AND LIBERATORS OF THE HOLOCAUST AND IS OPEN TO THE GENERAL PUBLIC. THAT COLLECTION FACILIATES THE MUSEUM'S PRIMARY MISSION OF REMEMBRANCE AND EDUCATION ABOUT THE HOLOCAUST. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE LONG TERM ANNUAL SUPPORT FOR THE MUSEUM AND ITS MISSION. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE FOUNDATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS. THE FOUNDATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE FOUNDATION IS NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR FEDERAL, STATE OR LOCAL INCOME TAXES FOR PERIODS BEFORE 2007. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED GAIN ON INTEREST RATE SWAP -567,078. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 687,547. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 149,474. PART XIII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSE 687,547. COST OF GOODS SOLD RELATED TO SALES OF INVENTORY 149,474. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TRAINING TEACHERS ABOUT THE HOLOCAUST 64228 0 0 0 64228 0 64228 0 0 0 0 0 0 DINNER 1999955 456892 1543063 273407 226980 1999955 456892 1543063 273407 226980 500387 1042676 600400 70378 116782 1 0.10000 600400 70378 116782 187160 413240 IL 1 0 1 0 0.00000 1.00000 KEITH KIJEK 9603 WOODS AVENUE SKOKIE IL 60077 0 JESSICA LINDHOLM 6700 OVERALL SUPERVISION AND MANAGEMENT OF EVENT X 0 1 X PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE AMOUNTS GIVEN ARE FOR REIMBURSEMENTS AND FOR PROVIDING BUSINESS SERVICES TO THE MUSEUM. IN ORDER TO BE REIMBURSED, THE EDUCATIONAL INSTITUTIONS MUST PROVIDE A COPY OF THEIR PAYMENT. X X 0 1 0 0 0 0 0 0 0 RICHARD S HIRSCHHAUT 222500 0 60000 0 0 0 85299 0 18341 0 386140 0 0 0 PATRICIA WHITE 122125 0 30000 0 0 0 0 0 5024 0 157149 0 0 0 PART I, LINE 4B EXECUTIVE DIRECTOR, RICHARD S. HIRSCHHAUT, ACCRUED A DEFERRED COMPENSATION BENEFIT OF $85,299. VILLAGE OF MORTON GROVE 366006007 619271AA7 2006-12-20 28500000 ACQUISITION, CONSTRUCTION, AND EQUIPPING OF MUSEUM 0 0 0 28500000 217371 28500000 2009 0 0 0 0 0 0 0 0 0 0.00000 0.01500 0.01500 0 0 0 0 0 0 0 HARVEY SALTZMAN BOARD MEMBER 180706 ORGANIZATION PURCHASES PRINTING SERVICES FROM TRIANGLE PRINTERS, A BUSINESS OWNED BY HARVEY SALTZMAN. THE TRANSACTION WAS AT ARMS LENGTH AND PRICING IS AT OR BELOW PRICING OBTAINED FROM OTHER PRINTERS UTILIZED BY THE ORGANIZATION. 0 X 2 X 3 35894 NYSE X 69 1 0 1 0 NON REPORTING OF REVENUE: PART I, LINE 33: A ZERO AMOUNT WAS REPORTED ON FORM 990, PART VIII, STATEMENT OF REVENUE, LINE G, RELATED TO THE NON-CASH DONATIONS OF ART AND HISTORICAL ARTIFACTS BECAUSE THE MUSEUM DID NOT CAPITALIZE ITS COLLECTIONS, AS ALLOWED UNDER SFAS 116. FORM 990, PART VI, SECTION A, LINE 2 SAMUEL HARRIS, PRESIDENT EMERITUS DAVID HAFFT, TREASURER RELATIONSHIP: UNCLE - NEPHEW SAMUEL HARRIS, PRESIDENT EMERITUS DEDE HARRIS, DIRECTOR RELATIONSHIP: HUSBAND - WIFE FRITZIE FRITZSHALL, PRESIDENT EILEEN KUGMAN, DIRECTOR RELATIONSHIP: AUNT - NIECE DAVID HAFFT, TREASURER DEDE HARRIS, DIRECTOR RELATIONSHIP: NEPHEW - AUNT JUDGE GERALD BENDER, VICE PRESIDENT JUDGE MICHAEL BENDER, EXECUTIVE COMMITTEE RELATIONSHIP: FATHER - SON LARRY HEIMLICH, DIRECTOR MICHAEL HEIMLICH, DIRECTOR RELATIONSHIP: FATHER - SON DEDE HARRIS, DIRECTOR CALVIN KANTER, DIRECTOR RELATIONSHIP: IN LAWS FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION SHALL HAVE A BOARD OF TRUSTEES WHICH SHALL HAVE THE AUTHORITY AND POWER TO: (I) ESTABLISH INVESTMENT POLICY AND GUIDELINES FOR THE CORPORATION; (II) REVIEW AND EITHER APPROVE OR REJECT THE ANNUAL BUDGET PROPOSED BY THE BOARD OF DIRECTORS; (III) REVIEW THE QUARTERLY OPERATING RESULTS (IV) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATIONS OF THE BOARD REGARDING PROPOSALS FOR BUDGETARY EXCEPTIONS AND CAPITAL PROJECTS FOR ANY SINGLE ITEM IN EXCESS OF $500,000 OR ANY SERIES OF RELATED ITEMS AGGREGATING IN EXCESS OF $500,000; AND (V) REVIEW AND EITHER APPROVE OR REJECT THE RECOMMENDATION BY THE BOARD OF DIRECTORS FOR THE HIRING OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. ALL VOTING MEMBERS OF THE GOVERNING BODY ARE SENT A COPY OF THE FORM 990 PRIOR TO FILING THE RETURN. FINAL APPROVAL IS GIVEN BY THE BUDGET COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE FORMS ARE REVIEWED BY THE EXECUTIVE COMMITTEE FOR POSSIBLE CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE EXECUTIVE DIRECTOR SALARY UPON HIRE AND ALSO REVIEWS AND APPROVES HIS COMPENSATION ON AN ANNUAL BASIS. A SALARY SURVEY IS USED TO ANALYZE THE MARKET VALUE OF COMPARABLE POSITIONS WITH SIMILAR ORGANIZATIONS. THE SAME COMPENSATION REVIEW PROCESS IS UTILIZED FOR ALL DEPARTMENT HEADS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES OR AVAILABLE UPON WRITTEN REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -106,485. UNREALIZED GAIN ON INTEREST RATE SWAP -567,078. TOTAL TO FORM 990, PART XI, LINE 5: -673,563.