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The Swartzbergzoller Family Foundation at a glance

· Public charity

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.

$288k
Granted FY2025still arriving
6
Grants FY2025still arriving
3
States reached
$125k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Philanthropy$1.8MHuman Services$579kHealth$163kPublic Safety & Disaster$152kEducation$152kReligion$57kInternational$36kPublic Benefit$10k
02FY2025 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • $10k–50k3 grants · $45k
  • $50k–250k3 grants · $240k
$50,100
Median grant
3
States reached
$6.6M
Total assets
Largest grants
RecipientAmount
JEWISH UNITED FUND OF METROPOLITAN CHICAGO$125,000
CJE SENIORLIFE$65,000
JEWISH FEDERATION OF METROPOLITAN CHICAGO$50,100
CEDARS - SINAI MEDICAL CENTER$25,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL CHICAGO$10,000
NEW MEXICO SCHOOL FOR THE ARTS$10,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–25, $579k) land where the poverty rate runs at 14%, against an area that typically sits at 11%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 11%Council for Jewish Elderly: $71k → 14%Council for Jewish Elderly: $70k → 14%Council for Jewish Elderly: $68k → 14%Council for Jewish Elderly: $65k → 14%CJE SENIORLIFE: $65k → 14%CJE SENIORLIFE: $65k → 14%Council for Jewish Elderly: $62k → 14%Council for Jewish Elderly: $60k → 14%CJE SeniorLife: $53k → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

95%of every dollar goes to organizations it has funded before.
$1.9M · 8 repeat orgs$109k to everyone else

Grantees it renews have grown median revenue +24% since the first grant, against 0% for those funded once.

8 repeat relationships: 5 still active in FY2025, 3 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

8
7

Total granted

$1.9M
$109k

Median revenue growth · since first grant

+24%
0%

Still filing today

100%
71%

New vs renewed · share of each year

In FY2025, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
EducationHealthInternationalPhilanthropyHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • JU
    JEWISH UNITED FUND OF METROPOLITAN CHICAGO
    9× · 2017–2025 · $1.1M · revenue +13%
  • CF
    COUNCIL FOR JEWISH ELDERLY
    9× · 2017–2025 · $579k · revenue +8%
  • CEDARS-SINAI MEDICAL CENTER
    3× · 2019–2025 · $83k · revenue +50%

Funded once

  • UF
    UNION FOR REFORM JUDAISM
    one grant, 2024 · $40k
  • AE
    ANSHE EMET SYNAGOGUE
    one grant, 2017 · $17k
  • HS
    HARVARD-WESTLAKE SCHOOL
    one grant, 2017 · $16k · revenue +21%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Bar Ilan University in Israel Inc

Biu produces students who excel in the sciences, humanities, law, engineering, business & the arts.

—
2
University of Judaism Foundation
—
3
New York University

Nyu is a private university with approximately 60,000 matriculating students in 20 schools and institutes. nyu's primary missions are education, research and scholarship, and patient care.

Education
4
Yeshiva University

The university is composed of several colleges and schools providing undergraduate, graduate, professional and post-doctoral education and training and research and clinical programs.

Education
5
Jewish Federation of Greater Atlanta Inc

The jewish federation of greater atlanta cares for, connects and strengthens our jewish community throughout greater atlanta, israel and the world.

Philanthropy
6
Rabbi Isaac Elchanan Theological Seminary

To prepare students for the rabbinate and to issue the traditional certificate of ordination in connection therewith. the seminary is authorized to confer the degree of master of hebrew literature (m.h.l.), doctor of hebrew literature…

Education
7
Thomas Jefferson University

Thomas jefferson university ("tju") is a comprehensive university with preeminence in transdisciplinary, experiential professional education, research and discovery, delivering exceptional value for the 21st century students with…

Education
8
The United States Holocaust Memorial Museum

Chartered by a unanimous act of congress, the museum is america's national institution for the documentation, study, interpretation, and education of holocaust history and serves as our country's memorial to the victims of the holocaust.…

Arts & Culture
9
Hadassah the Women's Zionist Org of America Inc

Hadassah, the women's zionist organization of america, inc., a new york not-for-profit corporation ("hwzoa") enhances the health and lives of people in israel, the united states and worldwide through education, advocacy, women's…

Community Improvement
10
Institute for Advanced Study - Louis Bamberger & Mrs Felix Fuld Foundation

The institute for advanced study (the institute) is one of the world's leading centers for theoretical research and intellectual inquiry. see schedule o.

Science & Tech
11
Jewish Community Centers of Greater Boston

To advance the aspirations of families and individuals to enrich their lives, bodies and spirits, by providing the best in contemporary programs and experiences, informed by jewish values for today's jews and the people in their lives.

Human Services
12
Jewish National Fund (Keren Kayemeth Leisrael) Inc

Jewish national fund gives all generations of jews a unique voice in building a prosperous future for the land of israel and its people.

International
How this is measured
The grantee most central to the portfolio’s shape is Jewish Federation of Metropolitan Chicago; the most unlike its peers is Lymediseaseorg. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

14 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 14 of the 16 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
14/14
Grantees still filing
10/14
Grew since first funded

Where the money sits, by cause and then by grantee

JEWISH UNITED FUND OF METROPOLITAN CHICAGO: $1,050,365 · PhilanthropyJEWISH UNITED FUND OF METROPOLITAN CHICAGOJEWISH FEDERATION OF METROPOLITAN CHICAGO: $872,100 · PhilanthropyJEWISH FEDERATION OF METROPOLITAN CHICAGOCOUNCIL FOR JEWISH ELDERLY: $579,200 · Human ServicesCOUNCIL FOR JEWISH ELD…CEDARS-SINAI MEDICAL CENTER: $82,500 · HealthAnn & Robert H Lurie Children's Hospital of Chicago: $70,000 · HealthBERNARD ZELL ANSHE EMET DAY SCHOOL: $68,000 · EducationNEW MEXICO SCHOOL FOR THE ARTS - ARTS INSTITUTE: $30,000 · EducationHARVARD-WESTLAKE SCHOOL: $16,000 · EducationJac Education Foundation: $10,000 · EducationFrancis W Parker School: $7,500 · EducationUNION FOR REFORM JUDAISM: $40,000 · OtherTHE UNIVERSITY OF TEXAS FOUNDATION INC: $30,000 · OtherANSHE EMET SYNAGOGUE: $17,430 · OtherLYMEDISEASEORG: $10,000 · OtherThe American Jewish Joint Distribution Committee Inc: $27,500 · InternationalFRIENDS OF THE ISRAEL DEFENSE FORCES: $8,000 · International
Philanthropy$1,922,465Human Services$579,200Health$152,500Education$131,500Other$97,430International$35,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetJEWISH UNITED FUND OF METROPOLITAN CHICAGO: $1,050,365 over 9y, 0.1% of budgetJEWISH FEDERATION OF METROPOLITAN CHICAGO: $872,100 over 8y, 0.1% of budgetCOUNCIL FOR JEWISH ELDERLY: $579,200 over 9y, 0.1% of budgetCEDARS-SINAI MEDICAL CENTER: $82,500 over 3y, 0.0% of budgetAnn & Robert H Lurie Children's Hospital of Chicago: $70,000 over 7y, 0.0% of budgetBERNARD ZELL ANSHE EMET DAY SCHOOL: $68,000 over 2y, 0.2% of budgetTHE UNIVERSITY OF TEXAS FOUNDATION INC: $30,000 over 2y, 0.0% of budgetNEW MEXICO SCHOOL FOR THE ARTS - ARTS INSTITUTE: $30,000 over 3y, 0.4% of budgetThe American Jewish Joint Distribution Committee Inc: $27,500 over 3y, 0.0% of budgetHARVARD-WESTLAKE SCHOOL: $16,000 over 1y, 0.0% of budgetLYMEDISEASEORG: $10,000 over 1y, 1.4% of budgetJac Education Foundation: $10,000 over 1y, 12% of budgetFRIENDS OF THE ISRAEL DEFENSE FORCES: $8,000 over 1y, 0.0% of budgetFrancis W Parker School: $7,500 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Jewish Federation of …National Philanthropi…American Online Givin…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
Jewish Federation of Metropolitan ChicagoIL15.6× affinity5 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

Open a dossier: Jewish Federation of Metropolitan Chicago · National Philanthropic Trust · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The Swartzbergzoller Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Swartzbergzoller Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    5report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to The Swartzbergzoller Family Foundation?

    Find your warmest path to The Swartzbergzoller Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 16 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Swartzbergzoller Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home