The Swartzbergzoller Family Foundation

CHICAGO, IL EIN: 36-3864416

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.4M

+4.7% YoY

Annual Giving

$343K

+6.4% YoY

Grant Count

8

+33.3% YoY

Avg Grant Size

$43K

-20.2% YoY

About The Swartzbergzoller Family Foundation

Based on IRS filings

The Swartzbergzoller Family Foundation is a nonprofit organization, based in CHICAGO, IL. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 8 grants totaling $343K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AustinCHICAGOChicagoHIGHLAND PARKLos AngelesNEW YORKNEW YORK CITYNew YorkSANTA FESanta Fe

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$133K$265K$398K$530K201920202021202220232024
Metric202420232022
Total Assets$6,402,222$6,116,401$5,975,524
Revenue$-71,153$139,253$482,102
Expenses$376,474$360,526$317,061
Qualifying Distributions
Net Investment Income$-71,153$139,253$482,102
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$106K$212K$318K$423K5 grants20196 grants20205 grants20215 grants20226 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

JEWISH UNITED FUND OF ME…$125KJEWISH FEDERATION OF MET…$75KCJE SENIORLIFE$65KUNION FOR REFORM JUDAISM$40KANN & ROBERT H LURIE CHI…$10KJAC EDUCATION FOUNDATION$10KNEW MEXICO SCHOOL FOR TH…$10KFRIENDS OF THE ISRAEL DE…$8K

Grant Size Distribution

30 grants across all recorded years

15<$50K7$50–100K8$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jewish United Fund of Metropolitan Chicago ($125,000), Jewish Federation of Metropolitan Chicago ($75,000), Cje Seniorlife ($65,000).

RecipientPurposeAmount
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO CHICAGO, ILGENERAL OPERATING SUPPORT$10,000
CJE SENIORLIFE CHICAGO, ILGENERAL OPERATING SUPPORT$65,000
FRIENDS OF THE ISRAEL DEFENSE FORCES NEW YORK, NYGENERAL OPERATING SUPPORT$8,000
JAC EDUCATION FOUNDATION HIGHLAND PARK, ILGENERAL OPERATING SUPPORT$10,000
JEWISH FEDERATION OF METROPOLITAN CHICAGO CHICAGO, ILGENERAL OPERATING SUPPORT$75,000
JEWISH UNITED FUND OF METROPOLITAN CHICAGO CHICAGO, ILGENERAL OPERATING SUPPORT$125,000
NEW MEXICO SCHOOL FOR THE ARTS SANTA FE, NMGENERAL OPERATING SUPPORT$10,000
UNION FOR REFORM JUDAISM NEW YORK CITY, NYGENERAL OPERATING SUPPORT$40,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LONNIE NASATIRTREASURER0.3
ERIC DEVIRVP & ASSISTANT SECRETARY0.3
MAX ROBERT SCHRAYERSECRETARY0.3
DANIEL ZOLLERPRESIDENT0.3
MICHAEL ZOLLERVICE PRESIDENT0.3
JAMES A PINKSTONASSISTANT TREASURER0.3

Frequently Asked Questions

How large is The Swartzbergzoller Family Foundation?

As of 2024, The Swartzbergzoller Family Foundation holds $6.4M in total assets with $-71,153 in annual revenue. It awarded 8 grants totaling $343K in 2024.

Where does The Swartzbergzoller Family Foundation operate?

The Swartzbergzoller Family Foundation has awarded grants in California, Illinois, New Mexico, New York, Texas.

What size grants does The Swartzbergzoller Family Foundation award?

In 2024, The Swartzbergzoller Family Foundation awarded 8 grants totaling $343K — an average of about $43K per grant, based on its IRS Form 990 filings.

What is The Swartzbergzoller Family Foundation's EIN?

The Swartzbergzoller Family Foundation's EIN (Employer Identification Number) is 36-3864416. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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