2024-05-06T16:09:57-05:00 2023-06-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2022-07-01 300149729 Robert L and Sylvia M Haag Foundation ROBE 3123574790 30 South Wells Street 4049 Chicago IL 60606 David S Rosen Treasurer 3123574790 2024-05-02 1 David Rosen 999009999 1 Rebekuh Eley P01247672 3126343400 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X Phillip Haag 30 South Wells Street 4049 Chicago IL 60606 18739 0 X N/A X 2004 IL The Foundation is organized to foster, promote, support, develop, and maintain the broad, charitable, educational or religious purposes or functions as authorized by the charter of the Jewish Federation Of Metropolitan Chicago and the by-laws of the Foundation. X 5 4 0 4 0 0 0 0 0 0 110443 18739 0 0 110443 18739 25000 1453190 0 0 0 0 0 0 0 9551 8819 34551 1462009 75892 -1443270 1382922 0 4035 0 1378887 0 X The Foundation was organized to foster, promote, support, develop, and maintain the broad, charitable, educational or religious purposes or functions as authorized by the charter of the Jewish Federation of Metropolitan Chicago and the by-laws of the Foundation. 0 1 1453190 1453190 0 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. 1453190 1 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 1 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X Peter Chiswick 3124442814 30 South Wells Street Suite 4049 Chicago IL 60606 David S Rosen Treasurer 0.30 49.70 X X 0 645663 55583 Phillip Haag President 0.30 0.00 X X 0 0 0 Yvonne Haag Vice President 0.30 0.00 X X 0 0 0 Kenneth Lorch Secretary 0.30 0.00 X X 0 0 0 Richard G Edelheit Director 0.30 0.00 X 0 0 0 James A Pinkston Assistant Treasurer 0.30 49.70 X 0 301042 42157 Rose Jagust Assistant Secretary 0.30 49.70 X 0 205496 66424 0 1152201 164164 0 0 1 0 0 3406 3406 15333 0 15333 15333 15333 18739 0 0 18739 1453190 1453190 6000 6000 2804 2804 Annual Filing Fees 15 15 1462009 1453190 8819 0 0 0 0 0 0 0 0 0 0 0 0 1382922 0 0 0 0 1382922 0 4025 0 10 0 4035 0 X 1378887 0 1378887 0 1382922 0 -1443270 64383 0 X 0 1 X 1 0 X X 1 Jewish Federation of Metropolitan Chicago 362167761 7 1 1425190 0 1 1425190 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 Schedule A, Part I, Line 12g Monetary support to supported organizations designated by charitable class or purpose is reported in detail on Schedule I. 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 on Schedule I. 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). 0 X Part X, Line 2: Robert L. & Sylvia M. Haag 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, 2023, 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 2020. 1 Council for Jewish Elderly 3003 W Touhy Avenue Chicago IL 60645 362727597 501(c)(3) 10000 0 General Operating Support Israel Cancer Research Fund Inc 52 Vanderbilt Avenue No 1510 New York NY 10017 510181215 501(c)(3) 18000 0 General Operating Support Jewish Federation of Metropolitan Chicago 30 S Wells Street No 4049 Chicago IL 60606 362167761 501(c)(3) 1425190 0 General Operating Support 3 0 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 S Rosen Treasurer 0 402943 0 0 0 242720 0 39289 0 17070 0 702022 0 25000 James A Pinkston Assistant Treasurer 0 300875 0 0 0 167 0 25803 0 17319 0 344164 0 0 Rose Jagust Assistant Secretary 0 200468 0 0 0 5028 0 54884 0 12181 0 272561 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 that began in 2018 and will end in 2028. In 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 that began in 2022 and will end in 2032. David Rosen vested in this benefit in 2022 and the present value of these future benefit payments, which was $207,139 is included in his 2022 reportable compensation. This amount was not paid out in cash to David Rosen in 2022. It represents a one-time actuarially determined figure that is taxable in accordance with the Internal Revenue Code. Cash 2022-12-13 6000 Cash 362167761 Jewish Federation of Metropolitan Chicago 30 South Wells Street No 4049 Chicago IL 60606 501(c)(3) 1 1 0 0 1 1 1 1 0 Part I, Line 2e: Person(s) Involved: David S. Rosen, TreasurerJames A. Pinkston, Assistant Treasurer Rose Jagust, Assistant Secretary Part I, Line 2e: Explanation of Involvement: David S. Rosen, Rose Jagust, James A. Pinkston are employees of Jewish Federation of Metropolitan Chicago. Form 990, Part III, line 3 The Robert L. and Sylvia M. Haag Foundation dissolved during the fiscal year. Form 990, Part VI, Section A, line 2 Phillip Haag and Yvonne Haag have a family relationship. Form 990, Part VI, Section A, line 4 The Organization filed Articles of Dissolution on February 2, 2023. 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 5 total persons, 2 of whom are elected by the donor member and 3 of whom are elected by the publicly supported organization member pursuant to its established procedures. Form 990, Part VI, Section B, line 11b The voting members of the governing body reviewed the Form 990 prior to filing with the IRS. 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 that all questionnaires are completed. The completed 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 Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in Section 6104(d). Albert and Lucille Delighter and Marcella Winston Foundation 30 South Wells Suite 4049 Chicago IL 60606 205488529 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Bellows Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864415 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 BLS Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420871 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Bucksbaum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364341914 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Charles & Audrey Dann Charitable Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018189 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Chicago Center for Jewish Genetic Disorders 30 South Wells Suite 4049 Chicago IL 60606 200120266 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Covenant Foundation 1270 Avenue of the Americas Suite 3 New York NY 10020 363722029 Supporting Foundation NY 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Crown Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363330462 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Epstein Wenger Family Support Foundation 30 South Wells Suite 4049 Chicago IL 60606 364380168 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Glickman Foundation 30 South Wells Suite 4049 Chicago IL 60606 363857009 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Goodman Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018187 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Harry Seigle Foundation 30 South Wells Suite 4049 Chicago IL 60606 873040698 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Harvey L Miller Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 900187252 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Helene Diamond & Jorde Nathan Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157242 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Hillels of Illinois Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 364310755 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 IGRB Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018186 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167761 Social Welfare Institution IL 501(c)(3) Line 7 N/A 0 Jewish United Fund of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167034 Fundraising & Grantmaking IL 501(c)(3) Line 7 Jewish Federation of Metropolitan Chicago 1 JFMC Facilities Corporation 30 South Wells Suite 4049 Chicago IL 60606 363368912 Property Management of Related Non-Profit Organizations IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 JFMCP3 Corporation 30 South Wells Suite 4049 Chicago IL 60606 262053862 Supporting Organization IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago IL 60606 466113637 Support the Jewish United Fund IL 501(c)(3) Line 12a, I Jewish United Fund of Metropolitan Chicago 1 Lawrence E & Nancy S Glick Foundation 30 South Wells Suite 4049 Chicago IL 60606 363662985 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Leonard and Diane Sherman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364345181 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Manfred and Fern Steinfeld Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364244346 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Michael Reese Health Trust 150 North Wacker Drive Suite 2320 Chicago IL 60606 362170910 Grantmaking IL 501(c)(3) PF Jewish Federation of Metropolitan Chicago 1 Prairie Minerals Foundation 30 South Wells Suite 4049 Chicago IL 60606 320062771 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Robert U & Roberta Goldman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 203921714 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Rose Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205389086 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Seder Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363988995 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Shure Charitable Trust created uw of Sidney N Shure 30 South Wells Suite 4049 Chicago IL 60606 367681597 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Sisyphus Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205944850 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Tamar & Jonathan Koschitzky Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149723 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The First Spoke Foundation 30 South Wells Suite 4049 Chicago IL 60606 200894628 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Harriette and Ted Perlman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 811309979 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Pritzker Family Philanthropic Fund 71 S Wacker Drive Ste 4600 Chicago IL 60606 363623264 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Robert and Yadelle Sklare Foundation 30 South Wells Suite 4049 Chicago IL 60606 364389423 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The SwartzbergZoller Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864416 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Wagner Descendant's Foundation 30 South Wells Suite 4049 Chicago IL 60606 204004517 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Weiss Memorial Hospital Foundation 30 South Wells Suite 4049 Chicago IL 60606 364413031 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Z Frank Camp Apachi Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 363833108 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 255 Revere Drive LP 30 S Wells Suite 4049 Chicago IL 60606 363174413 Real Estate IL JFMC Facilities Corporation N/A 0 0 JFMC Pooled Endowment Portfolio LLC 30 S Wells Suite 4049 Chicago IL 60606 451610644 See Sch. R, Part VII IL Jewish Federation of Metropolitan Chicago N/A 0 0 Charitable Remainder Unitrusts (19) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 Charitable Remainder Annuity Trusts (3) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Schedule R, Part III, column (b): Primary Activity - JFMC Pooled Endowment Portfolio, LLC: To serve as an endowment investment solution for charitable organizations pursuing Jewish philanthropic goals and provides access to professional investment management, administration, and reporting for its members. Schedule R, Part IV: Identification of Related Organizations Taxable as Corporation or Trust: Split interest trusts, in order to preserve donor privacy, and in accordance with the 2022 IRS instructions for Schedule R, the organization has refrained from disclosing the details of split interest trusts and has instead reported the aggregate number of charitable remainder unitrusts and charitable remainder annuity trusts. The trusts listed are domiciled in Illinois.