ALBERT RATNER FAMILY FOUNDATION NO 1: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT RATNER FAMILY FOUNDATION NO 1 (EIN 82-2436524)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-09
- IRS object ID
- 202441309349102804
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-09T13:36:34-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454643895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMS INVESTMENT GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD SUITE 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 822436524 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABR FAMILY FOUNDATION NO 1 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABRF | BusinessNameControlTxt |
| Phone | 4403453687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE RD 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT RATNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4403453687 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | RATNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL PAPADELIS | PreparerPersonNm |
| PTIN | P01279367 | PTIN |
| Phone | 4403453687 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,657,282 | 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 | $110,764 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $110,764 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,553 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,553 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,991 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,702,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $108,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $181 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $881 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,941,369 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,941,369 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,942,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,941,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,833,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,136 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $256,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,276 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $3,235,446 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,526,943 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,526,006 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,492,143 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,658,219 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,657,282 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,492,143 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,658,219 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,492,143 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,658,219 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,492,143 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,658,219 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,492,143 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,833,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,658,219 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,658,219 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,207,411 | $1,210,462 | -$3,051 | -$3,051 |
| PUBLICLY TRADED SECURITIES | P | $495,100 | $498,040 | -$2,940 | -$2,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,991 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,586 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,586 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | 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 | $960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $626 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE GEIER RMS INVESTMENT GROUP L | IndividualWithBooksNm |
| Phone | 4403453687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD SUITE 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT RATNER | ||||||||
| RMS INV GP 3401 TUTTLE RD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| AUDREY RATNER | ||||||||
| RMS INV GP 3401 TUTTLE RD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | VICE PRESIDENT | 1.00 | $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 |
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 | $1,769,732 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,535 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $750,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,665,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,665,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,625,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,264 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,264 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,586 | TotalTaxAmt |
| Distributable Before Adj | $129,678 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,678 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,678 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,941,569 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,941,569 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,678 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $224,130 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $269,232 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $865,804 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,359,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,941,569 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,678 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,811,891 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,171,057 | 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 | $3,171,057 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $224,130 | ExcessFromYear3Amt |
| Excess From Year2 | $269,232 | ExcessFromYear2Amt |
| Excess From Year1 | $865,804 | ExcessFromYear1Amt |
| Excess From Current Year | $1,811,891 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | ANNUAL FUND | $10,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND | |||||||
| 14837 DETROIT AVE 292 | CLEVELAND | OH | 44102 | PC | ANNUAL FUND | $100 | |
| BIKUR CHOLIM OF GREATER CLEVELAND | |||||||
| 1845 SOUTH TAYLOR ROAD | CLEVELAND | OH | 44118 | PC | MM2023 | $18,000 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE FL3 RM 346 | CLEVELAND | OH | 44106 | PC | BARBARA R. SNYDER SCHOLARSHIP FUND | $20,000 | |
| CHABAD OF DOWNTOWN CLEVELAND | |||||||
| 1111 SUPERIOR AVE STE 1320 | CLEVELAND | OH | 44114 | PC | ANNUAL FUND | $10,000 | |
| CLEVELAND CHESED CENTER | |||||||
| 1898 S TAYLOR ROAD | CLEVELAND HTS | OH | 44118 | PC | ANNUAL FUND | $5,000 | |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | PC | THE RATNER FAMILY HYPERTROPHIC CARDIOMYOPATHY FUND | $250,000 | |
| CLEVELAND COUNCIL ON WORLD AFFAIRS | |||||||
| 812 HURON RD E STE620 | CLEVELAND | OH | 44115 | PC | 2023 CENTENNIAL GLOBAL IMPACT AWARDS | $5,800 | |
| CLEVELAND FOUNDATION | |||||||
| 6601 EUCLID AVE | CLEVELAND | OH | 44103 | PC | SAY YES TO CLEVELAND SCHOLARSHIP CAMPAIGN | $50,000 | |
| CLEVELAND HOUSING NETWORK INC | |||||||
| 2999 PAYNE AVE SUITE 134 | CLEVELAND | OH | 44114 | PC | ANNUAL FUND | $100 | |
| CLEVELAND INSTITUTE OF ART | |||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $1,000 | |
| CLEVELAND INSTITUTE OF MUSIC | |||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $10,000 | |
| CLEVELAND JAZZ ORCHESTRA | |||||||
| 2525 E ROYALTON ROAD UNIT 470218 | BROADVIEW HEIGHTS | OH | 44147 | PC | ANNUAL FUND | $1,000 | |
| CLEVELAND JEWISH SACRED SOCIETY | |||||||
| 23916 WENDOVER DR | BEACHWOOD | OH | 44122 | PC | ANNUAL FUND | $250 | |
| CLEVELAND YENTAS | |||||||
| PO BOX 331 | GATES MILLS | OH | 44040 | PC | ANNUAL FUND | $1,000 | |
| CLEVELAND ZOOLOGICAL SOCIETY | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | PC | PRIMATE FOREST | $25,000 | |
| CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | PC | ANNUAL FUND | $5,000 | |
| EASTER SEALS OF NORTHERN OHIO INC | |||||||
| 155 KEN MAR INDUSTRIAL PKWY | BROADVIEW HTS | OH | 44147 | PC | ANNUAL FUND | $100 | |
| ELIE WIESEL FOUNDATION FOR HUMANITY | |||||||
| 555 MADISON AVE STE 1301 | NEW YORK | NY | 10022 | PC | ANNUAL FUND | $250 | |
| FIRST LADY'S CHARITABLE FOUNDATION | |||||||
| PO BOX 340734 | COLUMBUS | OH | 43234 | PC | ANNUAL FUND | $24,250 | |
| FRIENDSHIP CIRCLE OF CLEVELAND | |||||||
| 27900 GATES MILLS BLVD | PEPPER PIKE | OH | 44124 | PC | ANNUAL FUND | $20,000 | |
| FUCHS MIZRACHI SCHOOL | |||||||
| 26600 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | PC | APL:ASC 2023 | $10,000 | |
| GREATER CLEVELAND FOOD BANK INC | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | PC | ANNUAL FUND | $10,000 | |
| GROSS SCHECHTER DAY SCHOOL | |||||||
| 27601 FAIRMOUNT BLVD | PEPPER PIKE | OH | 44124 | PC | ANNUAL FUND | $2,500 | |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | PC | ANNUAL FUND | $100 | |
| HEARING HEALTH FOUNDATION | |||||||
| 575 EIGHT AVE 1201 | NEW YORK | NY | 10018 | PC | ANNUAL FUND | $500 | |
| HEBREW ACADEMY OF CLEVELAND | |||||||
| 1860 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | PC | SCHOLARSHIP FUND CAMPAIGN | $25,000 | |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 23300 CHAGRIN BLVD SUITE 204 | BEACHWOOD | OH | 44122 | PC | THE COST BURDEN EVENT | $15,000 | |
| INDEPENDENT MONTEFIORE SHELTER | |||||||
| 29125 CHAGRIN BLVD | BEACHWOOD | OH | 44122 | PC | ANNUAL FUND | $500 | |
| ISRAEL PARASPORTS CENTER | |||||||
| 1 NORTHFIELD PLAZA STE 300 | NORTHFIELD | IL | 60093 | PC | ANNUAL FUND | $4,500 | |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | PC | TURKEY/SYRIA EARTHQUAKE RELIEF FUND | $10,000 | |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | PC | CAMPAIGN FOR JEWISH NEEDS | $440,000 | |
| JEWISH FEDERATION OF GREATER WASHINGTON | |||||||
| 6101 EXECUTIVE BLVD SUITE 100 | NORTH BETHESDA | MD | 20852 | PC | TURKEY/SYRIA EARTHQUAKE RELIEF FUND | $5,000 | |
| JEWISH LEARNING CONNECTION | |||||||
| 2195 S GREEN RD | SOUTH EUCLID | OH | 44121 | PC | ANNUAL FUND | $10,000 | |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||
| 3080 BROADWAY | NEW YORK | NY | 100274649 | PC | ANNUAL FUND | $5,000 | |
| JEWISHCOLORADO | |||||||
| 300 S DAHLIA ST | DENVER | CO | 80246 | PC | TURKEY/SYRIA EARTHQUAKE RELIEF FUND | $5,000 | |
| JOHN CARROLL UNIVERSITY | |||||||
| ADVANCEMENT SERVICES 1 JOHN CARROLL | UNIVERSITY HEIGHTS | OH | 44118 | PC | ANNUAL FUND | $1,000 | BOULEVARD |
| KOL ISRAEL FOUNDATION INC | |||||||
| 3681 S GREEN RD SUITE 306 | BEACHWOOD | OH | 44122 | PC | ANNUAL FUND | $25,000 | |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | PC | ANNUAL FUND | $100 | |
| MENORAH PARK FOUNDATION | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | PC | SHINING STAR CLE 2023 | $4,764 | |
| MICHIGAN STATE UNIVERSITY FOUNDATION | |||||||
| 535 CHESTNUT RD RM 300 | EAST LANSING | MI | 48824 | PC | ANNUAL FUND | $15,000 | |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE SEVERANCE HALL | CLEVELAND | OH | 44106 | PC | CLEVELAND ORCHESTRA ($119,500) AND TOUR TO ISRAEL ($100,000) | $219,500 | |
| NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND | |||||||
| 444 E STREET NW | WASHINGTON | DC | 20001 | PC | ANNUAL FUND | $250 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10017 | PC | ANNUAL FUND | $250 | |
| NEGEV FOUNDATION | |||||||
| 2121 S GREEN ROAD 210 | CLEVELAND | OH | 44121 | PC | ANNUAL FUND | $7,500 | |
| NORTHERN OHIO INTERNATIONAL DYSLEXIA ASSOCIATION | |||||||
| PO BOX 172 | RICHFIELD | OH | 44286 | PC | ANNUAL FUND | $3,000 | |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | ENSURING OUR FUTURE TOGETHER CAMPAIGN | $500,000 | |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441152197 | PC | ANNUAL FUND | $2,200 | |
| ROCK AND ROLL HALL OF FAME MUSEUM INC | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | PC | EXPANSION PROJECT AND THE MUSEUM 2.0 REDESIGN CAMPAIGN | $83,333 | |
| SAM ELIMU CHARITY | |||||||
| 1001 CHESTNUT ST SUITE 101 | PHILADELPHIA | PA | 19107 | PC | ANNUAL FUND | $5,000 | |
| SEMACH SEDEK RIAS SYNAGOGUE | |||||||
| 2004 S GREEN ROAD | CLEVELAND | OH | 44121 | PC | CLEVELAND KOSHER FOOD PANTRY | $10,000 | |
| TWO FOUNDATION | |||||||
| 8578 EAST WASHINGTON ST | CHAGRIN FALLS | OH | 44023 | PC | SHINE ON HARVEST MOON BENEFIT | $1,000 | |
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | |||||||
| 3080 BROADWAY SUITE B208 | NEW YORK | NY | 10027 | PC | ANNUAL FUND | $372 | |
| UNITED WAY OF GREATER CLEVELAND | |||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | 2023 ANNUAL CAMPAIGN | $55,000 | |
| VALUES-IN-ACTION FOUNDATION | |||||||
| 6700 BETA DR SUITE 120 | MAYFIELD | OH | 44143 | PC | ANNUAL FUND | $5,000 | |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 441061777 | PC | ANNUAL FUND | $100 | |
| WISCONSIN INSTITUTE FOR TORAH STUDY | |||||||
| 3288 N LAKE DR | MILWAUKEE | WI | 53211 | PC | ANNUAL FUND | $300 | |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | PC | ANNUAL FUND | $1,000 | |
| YAVNE TEACHERS COLLEGE FOR WOMEN | |||||||
| 2602 BISHOP ROAD | WICKLIFFE | OH | 44092 | PC | ANNUAL FUND | $1,000 | |
| YESHIVA CHAYEI OLAM | |||||||
| 14 EAST 11TH STREET | LAKEWOOD | NJ | 08701 | PC | ANNUAL FUND | $500 | |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| 1228 EUCLID AVENUE STE 200 | CLEVELAND | OH | 44115 | PC | ANNUAL FUND | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,941,369 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,764 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,991 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,326 | TotalIncomeProducingActyAmt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL BANCORP | FMV | $750,000 | $750,000 |
| RAYMOND JAMES | FMV | $776,943 | $776,006 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $200 | $0 | $200 |
| INVESTMENT FEES | $181 | $181 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |