The Swartzbergzoller Family Foundation
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.
Key facts about The Swartzbergzoller Family Foundation
In short: The Swartzbergzoller Family Foundation gave $285K across 6 grants in 2025 (avg $48K), mostly in Illinois. Source: 2025 IRS Form 990.
- EIN
- 36-3864416
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $285,100
- Grants made (2025)
- 6
- Average grant
- $47,517
- Median grant
- $37,550
- Total assets
- $6,612,768
- Primary geography
- Illinois (88% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$6.6M
+3.3% YoY
Annual Giving
$285K
-16.9% YoY
Grant Count
6
-25.0% YoY
Avg Grant Size
$48K
+10.8% YoY
How The Swartzbergzoller Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
From the foundation's IRS Form 990 filings. Methodology.
About The Swartzbergzoller Family Foundation
Based on IRS filings
The Swartzbergzoller Family Foundation is a public charity, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.6M in total assets. In 2025, it awarded 6 grants totaling $285K. Net investment income was $874K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $280K (2022) to $423K (2019). In 2025 it made 6 grants totaling $285K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Jewish United Fund of Metropolitan Chicago ($125K). Together the top 6 received $285K.
Grant Size Distribution
30 grants across all recorded years
The most common grant size was under $50K: 15 grants of 30 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jewish United Fund of Metropolitan Chicago Chicago, IL | General Operating Support | $125,000 |
| CJE Seniorlife Chicago, IL | General Operating Support | $65,000 |
| Jewish Federation of Metropolitan Chicago Chicago, IL | General Operating Support | $50,100 |
| Cedars - Sinai Medical Center Los Angeles, CA | General Operating Support | $25,000 |
| Ann & Robert H Lurie Children's Hospital Chicago Chicago, IL | General Operating Support | $10,000 |
| New Mexico School for the Arts Santa Fe, NM | General Operating Support | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,612,768 | $6,402,222 | $6,116,401 |
| Revenue | $873,915 | $-71,153 | $139,253 |
| Expenses | $311,513 | $376,474 | $360,526 |
| Net Investment Income | $873,915 | $-71,153 | $139,253 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2019 (received by the IRS July 2, 2020)
- Updated Form 990 for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS April 29, 2025)
- Updated Form 990 for fiscal year 2025 (received by the IRS April 23, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
The Swartzbergzoller Family Foundation is led by Daniel Zoller, President on every filing since 2019; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Daniel Zoller
President
On filings since 2019
0.3 hrs/week
No compensation reported
Eric Devir
Vice President
Assistant Secretary → Vice President & Assistant Secretary, 2024
Vice President & Assistant Secretary → Vice President, 2025
On filings since 2019
0.3 hrs/week
No compensation reported
James A. Pinkston
Assistant Treasurer
On filings since 2019
0.3 hrs/week
No compensation reported
Max Robert Schrayer II
Secretary
Director → Secretary, 2022
On filings since 2019
0.3 hrs/week
No compensation reported
Michael Zoller
Vice President
On filings since 2019
0.3 hrs/week
No compensation reported
Lonnie Nasatir
Treasurer
On filings since 2021
0.3 hrs/week
No compensation reported
Claire Peaceman
Assistant Secretary
New on the 2025 filing
0.3 hrs/week
No compensation reported
Former officers (6)
- Former: Lois Zoller (2019–2023) — Co-Chair
- Former: Thomas Horwich (2019–2023) — Vice President
- Former: Barry Rosenthal (2021–2023) — Co-Chair
- Former: Allan Swartzberg (2019–2020) — Co-Chair
- Former: David A Sherman (2019–2020) — Director
- Former: David S Rosen (2019–2020) — Treasurer
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Swartzbergzoller Family Foundation
How much does The Swartzbergzoller Family Foundation give each year?
The Swartzbergzoller Family Foundation gave $285K across 6 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $343K across 8 grants.
What is The Swartzbergzoller Family Foundation's typical grant size?
The Swartzbergzoller Family Foundation's median grant in 2025 was $37,550, and its average grant was $47,517, across 6 grants on its 2025 IRS Form 990.
Where does The Swartzbergzoller Family Foundation give grants?
The Swartzbergzoller Family Foundation gives mostly in Illinois: 88% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The next largest state was California (9%). The most frequent recipient cities were Chicago, IL (4 grants).
Does The Swartzbergzoller Family Foundation give general operating support?
Yes: 100% of The Swartzbergzoller Family Foundation's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990.
Who are The Swartzbergzoller Family Foundation's largest grantees?
The Swartzbergzoller Family Foundation's largest 2025 grantees include Jewish United Fund of Metropolitan Chicago ($125,000), CJE Seniorlife ($65,000) and Jewish Federation of Metropolitan Chicago ($50,100), according to its 2025 IRS Form 990. Together they received 84% of its itemized 2025 grant dollars.
How large is The Swartzbergzoller Family Foundation?
The Swartzbergzoller Family Foundation reported $6.6M in total assets on its 2025 IRS Form 990. Its revenue that year was $874K.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching The Swartzbergzoller Family Foundation by hand.
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