THE ZUSMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE ZUSMAN FAMILY FOUNDATION (EIN 61-6385654)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-19
- IRS object ID
- 202641399349100009
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-19T08:13:29-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 981059526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLE & WAXMAN TAX SERVICES | BusinessNameLine1Txt |
Preparer Foreign Address PreparerForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POB 34114 | AddressLine1Txt |
| City | JERUSALEM | CityNm |
| Country | IS | CountryCd |
| Foreign Postal | 9134402 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616385654 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZUSMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ZUSM | BusinessNameControlTxt |
| Phone | 6144040445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 DEPTFORD DRIVE | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART COLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6144040445 | PhoneNum |
| Signature | 2026-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELAZAR COLE | PreparerPersonNm |
| PTIN | P01250034 | PTIN |
| Phone | 6144502287 | PhoneNum |
| Preparation | 2026-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,873,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,043 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,043 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,043 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $61,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,777 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,777 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,430 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,430 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $89,250 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $89,250 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,820 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,375 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,375 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,102 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,102 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $18,102 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $372 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $20,477 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,524 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,524 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,373 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $20,477 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,401 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,343 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,667 | CashBOYAmt |
| Cash EOY | $61,135 | CashEOYAmt |
| Cash EOYFMV | $61,135 | CashEOYFMVAmt |
| Other Investments BOY | $1,724,583 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,812,190 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,812,190 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,765,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,873,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,873,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,765,250 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,873,325 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,765,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,873,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,765,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,873,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,765,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113,198 | OtherIncreasesAmt |
| Subtotal | $1,873,325 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,873,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN 1111 | P | $17,721 | $17,430 | $291 | $291 |
| JP MORGAN 1111 | P | $215,518 | $189,379 | $26,139 | $26,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,430 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $291 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $951 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $951 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $951 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $997 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STUART A COLE | IndividualWithBooksNm |
| Phone | 6144040445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 DEPTFORD DRIVE | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STUART COLE | ||||||||
| 2655 DEPTFORD DRIVE | BEACHWOOD | OH | 44122 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARILYN COLE | ||||||||
| 2655 DEPTFORD DRIVE | BEACHWOOD | OH | 44122 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BEACHWOOD KEHILLA | Description1Txt |
| Expenses1 | $1,266 | Expenses1Amt |
| Description2 | CLEVELAND JEWISH FEDERATION | Description2Txt |
| Expenses2 | $28,036 | Expenses2Amt |
| Description3 | COLUMBUS TORAH ACADEMY | Description3Txt |
| Expenses3 | $20,540 | Expenses3Amt |
| Description4 | JDC | Description4Txt |
| Expenses4 | $18,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,809,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,067 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,817,007 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,817,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,789,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $951 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $951 | TotalTaxAmt |
| Distributable Before Adj | $88,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,537 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,537 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,524 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,524 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,537 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,500 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,434 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $196,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,524 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $73,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $15,013 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $15,013 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $181,921 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $181,921 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $181,921 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| GREEN ROAD SYNAGOGUE | ||||||||||
| 2437 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NC | CONTRIBUTION | $18 | ||||
| BEACHWOOD KEHILLA | ||||||||||
| 25400 FAIRMOUNT BLVD | BEACHWOOD | OH | 44122 | NC | CONTRIBUTION | $1,156 | ||||
| HEBREW ACADEMY OF CLEVELAND | ||||||||||
| NEW YORK NY 10021 USA | CLEVELAND HEIGHTS | OH | 44118 | NC | CONTRIBUTION | $18 | ||||
| JEWISHNATIONALFUND USA | ||||||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NC | CONTRIBUTION | $100 | ||||
| NATIONAL ALLIANCE ON MENTAL ILLNESSES | ||||||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | CA | 22203 | NC | CONTRIBUTION | $4 | ||||
| BEACHWOOD KEHILLA | ||||||||||
| 25400 FAIRMOUNT BLVD | BEACHWOOD | OH | 44122 | NC | CONTRIBUTION | $10 | ||||
| TORAT EMET SYNAGOGUE | ||||||||||
| 2375 EAST MAIN STREET | BEXLEY | OH | 43209 | NC | CONTRIBUTION | $700 | ||||
| AMIT PURIM | ||||||||||
| 49 W 37TH STREET | NEW YORK | NY | 10018 | NC | CONTRIBUTION | $180 | ||||
| SERIOUS FUN | ||||||||||
| 230 EAST AVE SUITE 107 | NORWALK | CT | 06855 | NC | CONTRIBUTION | $120 | ||||
| AF OF ALYN HOSPITAL | ||||||||||
| 122 E 42ND STREET SUITE 1519 | NEW YORK | NY | 10168 | NC | CONTRIBUTION | $360 | ||||
| COLUMBUS TORAH ACADEMY | ||||||||||
| 181 NOE BIXBY RD | COLUMBUS | OH | 43213 | NC | CONTRIBUTION | $540 | ||||
| JDC | ||||||||||
| 3389 CO RD 2425 | STRYKER | OH | 43557 | NC | CONTRIBUTION | $18,000 | ||||
| BOCA RATON SYNAGOGUE | ||||||||||
| 7900 N MONTOYA CIR N | BOCA RATON | FL | 33430 | NC | CONTRIBUTION | $31 | ||||
| CHABAD | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NC | CONTRIBUTION | $360 | ||||
| CLEVELAND JEWISH FEDERATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NC | CONTRIBUTION | $28,036 | ||||
| BETH JACOB SYNAGOGUE | ||||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NC | CONTRIBUTION | $18 | ||||
| CLEVELAND JEWISH FEDERATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NC | CONTRIBUTION | $360 | ||||
| TORAT EMET SYNAGOGUE | ||||||||||
| 2375 EAST MAIN STREET | BEXLEY | OH | 43209 | NC | CONTRIBUTION | $125 | ||||
| AMIT PURIM | ||||||||||
| 49 W 37TH STREET | NEW YORK | NY | 10018 | NC | CONTRIBUTION | $95 | ||||
| BOCA RATON SYNAGOGUE | ||||||||||
| 7900 N MONTOYA CIR N | BOCA RATON | FL | 33430 | NC | CONTRIBUTION | $52 | ||||
| BOCA RATON SYNAGOGUE | ||||||||||
| 7900 N MONTOYA CIR N | BOCA RATON | FL | 33430 | NC | CONTRIBUTION | $31 | ||||
| BOCA RATON SYNAGOGUE | ||||||||||
| 7900 N MONTOYA CIR N | BOCA RATON | FL | 33430 | NC | CONTRIBUTION | $31 | ||||
| GREEN ROAD SYNAGOGUE | ||||||||||
| 2437 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NC | CONTRIBUTION | $800 | ||||
| THE CLUB OF BOCA POINTE | ||||||||||
| 7144 BOCA POINTE DRIVE | BOCA RATON | FL | 33433 | NC | CONTRIBUTION | $360 | ||||
| BEACHWOOD KEHILLA | ||||||||||
| 25400 FAIRMOUNT BLVD | BEACHWOOD | OH | 44122 | NC | CONTRIBUTION | $100 | ||||
| THE NE'EMAN FOUNDATION USA | ||||||||||
| 867 BOYLSTON STREET | BOSTON | MA | 02116 | NC | CONTRIBUTION | $19 | ||||
| THE CLUB OF BOCA POINTE | ||||||||||
| 7144 BOCA POINTE DRIVE | BOCA RATON | FL | 33433 | NC | CONTRIBUTION | $360 | ||||
| COLUMBUS TORAH ACADEMY | ||||||||||
| 181 NOE BIXBY RD | COLUMBUS | OH | 43213 | NC | CONTRIBUTION | $20,000 | ||||
| AHAVAS SHALOM | ||||||||||
| 2568 EAST BROAD ST | COLUMBUS | OH | 43209 | NC | CONTRIBUTION | $25 | ||||
| CHABAD | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NC | CONTRIBUTION | $36 | ||||
| UNIVERSITY OF MARYLAND HILLEL | ||||||||||
| 7612 MOWATT LN | COLLEGE PARK | MD | 20740 | NC | CONTRIBUTION | $180 | ||||
| CLEVELAND JEWISH FEDERATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NC | CONTRIBUTION | $100 | ||||
| AMIT PURIM | ||||||||||
| 49 W 37TH STREET | NEW YORK | NY | 10018 | NC | CONTRIBUTION | $12 | ||||
| JACOB BERMAN COMMUNITY CENTER | ||||||||||
| NC | CONTRIBUTION | $482 | HAGRA STREET 1 | RECHOVOT | IS | 12345 | ||||
| LEKET ISRAEL | ||||||||||
| NC | CONTRIBUTION | $36 | HAHAROSHET 14 | RAANANA | IS | 12345 | ||||
| JACOB BERMAN COMMUNITY CENTER | ||||||||||
| NC | CONTRIBUTION | $62 | HAGRA STREET 1 | RECHOVOT | IS | 12345 | ||||
| PAYPAL HDSH YSRL R | ||||||||||
| NC | CONTRIBUTION | $46 | ISRAEL | ISRAEL | IS | 12345 | ||||
| KSHER BIT SHEL | ||||||||||
| NC | CONTRIBUTION | $369 | ISRAEL | ISRAEL | IS | 12345 | ||||
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||||
| NC | CONTRIBUTION | $155 | DERECH HASADOT 6 BEIT OVED 7680000 | BEIT OVED | IS | 12345 | ||||
| JACOB BERMAN COMMUNITY CENTER | ||||||||||
| NC | CONTRIBUTION | $9 | HAGRA STREET 1 | RECHOVOT | IS | 12345 | ||||
| RDF CTE | ||||||||||
| NC | CONTRIBUTION | $10 | ISRAEL | ISRAEL | IS | 12345 | ||||
| LEKET ISRAEL | ||||||||||
| NC | CONTRIBUTION | $18 | HAHAROSHET 14 | RAANANA | IS | 12345 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,524 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,043 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $61,777 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,430 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $89,250 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $89,250 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME IS USED FOR CONTRIBUTIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CW TAX SERVICES | CategoryTxt |
| Amt | $2,375 | Amt |
| Net Investment Income | $2,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,375 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP MORGAN 1111 - EQUITIES | AT COST | $676,519 | $676,519 |
| JP MORGAN 1111 - FIXED INCOME | AT COST | $1,135,671 | $1,135,671 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $113,198 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JP MORGAN MANAGEMENT FEES | CategoryTxt |
| Amt | $18,102 | Amt |
| Net Investment Income | $18,102 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,102 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $372 | Amt |
| Net Investment Income | $372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |