JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND (EIN 83-0987549)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-07
- IRS object ID
- 202433129349100038
- Schema version
- 2023v5.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-07T09:18:34-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141117 | 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 | 830987549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH AND FLORENCE MANDEL FAMILY- | BusinessNameLine1Txt |
| Business Name Line2 | PENNI M AND STEPHEN J WEINBERG FAMILY FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRADLEY S SMITH | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2168756500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAVONDA D NAPKA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2168756500 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUIS E VELAZQUEZ | PreparerPersonNm |
| PTIN | P01272244 | PTIN |
| Phone | 2168756500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $109,829,738 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $774,393 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $774,393 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $774,393 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,447,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,447,431 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,447,431 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,407,479 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,043,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,407,479 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$157,684 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$274,064 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$274,064 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,471,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,355,239 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,947,760 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $357,526 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $357,526 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $357,526 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $327,850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,676 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,676 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,013,297 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,013,297 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,013,297 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,698,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,378,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,378,499 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,904,571 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,201,571 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,603,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,378,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,378,499 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,201,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,131,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,976,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $342,524 | CashBOYAmt |
| Cash EOY | $404,869 | CashEOYAmt |
| Cash EOYFMV | $404,869 | CashEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $158,508,410 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $160,910,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $109,424,869 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $158,850,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,315,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,829,738 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $3,894,286 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,703,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,894,286 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,703,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $154,956,648 | RetainedEarningBOYAmt |
| Retained Earning EOY | $156,612,033 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $154,956,648 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $156,612,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $158,850,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $161,315,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $154,956,648 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,131,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,288,011 | OtherIncreasesAmt |
| Subtotal | $166,113,034 | SubtotalAmt |
| Other Decreases | $9,501,001 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $156,612,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|
| PIMCO SHORT-TERM FUND INST | $1,609,064 | $1,621,999 | -$10,925 | -$12,935 | |
| PIMCO SHORT-TERM FUND INST | $577,021 | $595,062 | -$12,817 | -$18,041 | |
| SEC 1256 S/T CAPITAL GAIN(LOSS) | $100,422 | -$100,422 | -$100,422 | ||
| SEC 1256 L/T CAPITAL GAIN(LOSS) | $150,634 | -$150,634 | -$150,634 | ||
| SEC 1231/1250 GAIN(LOSS) | $284,569 | $284,569 | $284,569 | ||
| SHORT TERM CAPITAL GAIN FROM PARTNERSHIP | $629,393 | $629,393 | $629,393 | 2023-12-31 | |
| LONG TERM CAPITAL GAIN FROM PARTNERSHIP | $4,754,207 | $4,754,207 | $4,754,207 | 2023-12-31 | |
| FIDELITY SHORT TERM FUND | $6,189,565 | $6,175,510 | $14,108 | $14,055 | 2023-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,407,479 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $69,177 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $69,177 | SubtotalAmt |
| Tax Based On Investment Income | $69,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $150,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $80,823 | OverpaymentAmt |
| Applied To ES Tax | $80,823 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY S SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168756500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PARKWOOD LLC 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| PENNI M WEINBERG | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| PAMELA M KAHN | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JENNIFER W DINNER | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| STEPHANIE MILLER | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MARK A MADEJA | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | ASSISTANT SECRETARY | 1.0 | $0 | $0 | $0 |
| LAVONDA D NAPKA | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | SECRETARY | 1.0 | $0 | $0 | $0 |
| BRADLEY S SMITH | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | PRESIDENT | 0.5 | $0 | $0 | $0 |
| BRADLEY S SMITH | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TREASURER | 0.5 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,370,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $97,346,128 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $101,716,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $59,290,270 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $101,716,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,525,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $100,190,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,009,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,009,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $69,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $69,177 | TotalTaxAmt |
| Distributable Before Adj | $4,940,344 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,940,344 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,940,344 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,201,571 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,201,571 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,940,344 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,056,206 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,201,571 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,056,206 | AppliedToYear1Amt |
| Applied To Current Year | $145,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $4,794,979 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRADLEY S SMITH PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168756500 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION FORM IS USED. THE FOLLOWING INFORMATION SHOULD ACCOMPANY ANY REQUEST: 1) DESCRIPTION OF PROJECT AND JUSTIFICATION FOR GRANT. 2) AMOUNT OF GRANT REQUESTED AND TERM OF GRANT. 3) PERTINENT FINANCIAL INFORMATION. 4) IRS EXEMPTION STATUS INCLUDING COPY OF EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (181 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 12Tribe Films Foundation | ||||||||
| 11 Riverside Drive | apt 4NW | New York | NY | 10023 | PUBLIC CHARITY | PAID | GENERAL | $1,500 |
| Aish Hatorah of Cleveland | ||||||||
| 14077 Cedar Road | Suite 7 | Cleveland | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $50,000 |
| American Cancer Society - Cleveland | ||||||||
| North Regional Office | 10501 Euclid Avenue | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $500 |
| American Friends of Magen David Adom | ||||||||
| 20 W 36th Street | Suite 1100 | New York | NY | 10018 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| American Friends of Shalva Israel Inc | ||||||||
| 315 FIFTH AVENUE 6TH FL | NEW YORK | NY | 10016 | PUBLIC CHARITY | PAID | GENERAL | $61,725 | |
| American Friends of Shalva Israel Inc | ||||||||
| 315 FIFTH AVENUE 6TH FL | NEW YORK | NY | 10016 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| American Friends of Shalva Israel Inc | ||||||||
| 315 FIFTH AVENUE 6TH FL | NEW YORK | NY | 10016 | PUBLIC CHARITY | PAID | GENERAL | $100,000 | |
| American Jewish Committee | ||||||||
| 1422 Euclid Avenue | Suite 904 | Cleveland | OH | 44115 | PUBLIC CHARITY | PAID | GENERAL | $3,000 |
| American Jewish Committee | ||||||||
| 1422 Euclid Avenue | Suite 904 | Cleveland | OH | 44115 | PUBLIC CHARITY | PAID | GENERAL | $2,000 |
| Bellefaire Jewish Children's Bureau | ||||||||
| 22001 Fairmount Boulevard | Shaker Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $37,000 | |
| Benedictine School for Exceptional Children Founda | ||||||||
| 14299 Benedictine Lane | Rigley | MD | 21660 | PUBLIC CHARITY | PAID | GENERAL | $300 | |
| Bikur Cholim of Cleveland | ||||||||
| 1845 South Taylor Road | Cleveland Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $13,200 | |
| Birthright Israel Foundation | ||||||||
| 711 3rd Avenue | 10th Floor | New York | NY | 10017 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| Bluecoats Inc | ||||||||
| 23300 Mercantile Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| B'nai Emunah-Chabad Inc | ||||||||
| 4315 Murray Ave | Pittsburg | PA | 15217 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $2,000 | |
| Central Fund of Israel | ||||||||
| 461 Central Ave | Cedearhurst | NY | 11516 | PUBLIC CHARITY | PAID | GENERAL | $18,000 | |
| Central Fund of Israel | ||||||||
| 461 Central Ave | Cedearhurst | NY | 11516 | PUBLIC CHARITY | PAID | GENERAL | $50,000 | |
| Central Fund of Israel | ||||||||
| 461 Central Ave | Cedearhurst | NY | 11516 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Central Fund of Israel | ||||||||
| 461 Central Ave | Cedearhurst | NY | 11516 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Chabad at Case Western Reserve University | ||||||||
| 1524 E 115th St | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $3,600 | |
| Chabad at Case Western Reserve University | ||||||||
| 1524 E 115th St | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Chabad at Case Western Reserve University | ||||||||
| 1524 E 115th St | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $800 | |
| Chabad Center for Jewish Life at Indiana Universit | ||||||||
| 1037 Golf Lane | Indianapolis | IN | 46260 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Chabad Center for Jewish Life at Indiana Universit | ||||||||
| 1037 Golf Lane | Indianapolis | IN | 46260 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $50,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $3,600 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $45,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $45,000 | |
| Chagrin Valley PHA Horse Shows Inc | ||||||||
| PO Box 23552 | Chagrin Falls | OH | 44023 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Cleveland Chesed Center | ||||||||
| 1898 S Taylor Road | Cleveland Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $9,000 | |
| Cleveland Chesed Center | ||||||||
| 1898 S Taylor Road | Cleveland Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $7,200 | |
| Cleveland Chesed Center | ||||||||
| 1898 S Taylor Road | Cleveland Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $2,750 | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 441965066 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 441965066 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Cleveland Community Mikvah Inc | ||||||||
| 2588 S Green Rd | University Heights | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Cleveland Jewish Publication Company Foundation | ||||||||
| 23880 Commerce Park | Suite 1 | beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $666 |
| Cleveland Jewish Publication Company Foundation | ||||||||
| 23880 Commerce Park | Suite 1 | beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $667 |
| Cleveland Jewish Publication Company Foundation | ||||||||
| 23880 Commerce Park | Suite 1 | beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $667 |
| Cleveland Police Foundation | ||||||||
| 2301 PAYNE AVE STE 201 | Cleveland | OH | 44114 | PUBLIC CHARITY | PAID | GENERAL | $15,000 | |
| Crohn's & Colitis Foundation Inc | ||||||||
| Norhteast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $834 |
| Crohn's & Colitis Foundation Inc | ||||||||
| Norhteast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $834 |
| Crohn's & Colitis Foundation Inc | ||||||||
| Norhteast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $1,500 |
| Crohn's & Colitis Foundation Inc | ||||||||
| Norhteast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $834 |
| Department of Veteran Affairs Medical Center | ||||||||
| 7305 N Military Trail | West Palm Beach | FL | 33410 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Emergency Volunteers Project | ||||||||
| 1 Citizens Drive | Riverside | RI | 02915 | PUBLIC CHARITY | PAID | GENERAL | $3,600 | |
| Exposher | ||||||||
| 7056 Archibald Ave Ste102-314 | Corona | CA | 92882 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Fairmount Temple | ||||||||
| 23727 Fairmount Boulevard | Beachwood | OH | 441222296 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Fairmount Temple | ||||||||
| 23727 Fairmount Boulevard | Beachwood | OH | 441222296 | PUBLIC CHARITY | PAID | GENERAL | $12,000 | |
| Fairmount Temple | ||||||||
| 23727 Fairmount Boulevard | Beachwood | OH | 441222296 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Fairmount Temple | ||||||||
| 23727 Fairmount Boulevard | Beachwood | OH | 441222296 | PUBLIC CHARITY | PAID | GENERAL | $12,000 | |
| Fernando Pullum Community Arts Center | ||||||||
| 3351 West 43rd Street | Los Angeles | CA | 90008 | PUBLIC CHARITY | PAID | GENERAL | $15,000 | |
| Florida Atlantic University Foundation Inc | ||||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Forever Childrens Home | ||||||||
| PO Box 24923 | Lyndhurst | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Friends of Ir David Inc | ||||||||
| 575 Lexington Avenue | 4th Floor | New York | NY | 10022 | PUBLIC CHARITY | PAID | GENERAL | $750,000 |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | GENERAL | $3,333 | |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | GENERAL | $3,333 | |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | GENERAL | $3,340 | |
| Friends of Yom Kippur War Center | ||||||||
| 6 West 18th Street | Suite 2D | New York | NY | 10011 | PUBLIC CHARITY | PAID | GENERAL | $2,500 |
| Friendship Circle of Cleveland | ||||||||
| 27900 Gates Mills Blvd | Pepper Pike | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Friendship Circle of Cleveland | ||||||||
| 27900 Gates Mills Blvd | Pepper Pike | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $120,000 | |
| Friendship Circle of Cleveland | ||||||||
| 27900 Gates Mills Blvd | Pepper Pike | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $7,500 | |
| Furry Friends Adoption Clinic & Ranch | ||||||||
| 100 Capital Street | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Ginn Foundation | ||||||||
| 2103 Green Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Givat Haviva Educational Foundation | ||||||||
| 500 7th Avenue | 8th Floor | New York | NY | 10018 | PUBLIC CHARITY | PAID | GENERAL | $1,800 |
| Greater Cleveland Food Bank Inc | ||||||||
| 13815 COIT ROAD | Cleveland | OH | 44110 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Gross Schechter Day School | ||||||||
| 27601 Fairmount Blvd | Pepper Pike | OH | 441244614 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Gush Etzion Foundation | ||||||||
| 867 Boylston St | 5th Floor 1342 | Boston | MA | 02116 | PUBLIC CHARITY | PAID | GENERAL | $36,000 |
| Hands on Tzedakah Inc | ||||||||
| 2901 Clint Moore Rd | 318 | Boca Raton | FL | 33496 | PUBLIC CHARITY | PAID | GENERAL | $1,800 |
| Hebrew Academy of Cleveland | ||||||||
| 1800 Warrensville Center Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $6,000 | |
| Hebrew Academy of Cleveland | ||||||||
| 1800 Warrensville Center Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $2,750 | |
| Hillel at Kent State University | ||||||||
| 613 East Summit Street | Kent | OH | 44240 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Hillel the Foundation for Jewish Campus Life | ||||||||
| 800 Eighth Street | NW Washington | DC | 200013724 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Independent Montefiore Hebrew Shelter Home | ||||||||
| 25201 Chagrin Boulevard | Suite 300 | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $2,500 |
| Independent Montefiore Hebrew Shelter Home | ||||||||
| 25201 Chagrin Boulevard | Suite 300 | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $2,500 |
| Israel Collaboration Network | ||||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Israel Tennis & Education Centers Foundation (DBA) | ||||||||
| 3275 West Hillsboro Blvd | Ste 102 | Deerfield Beach | FL | 33442 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Israel Tennis & Education Centers Foundation (DBA) | ||||||||
| 3275 West Hillsboro Blvd | Ste 102 | Deerfield Beach | FL | 33442 | PUBLIC CHARITY | PAID | GENERAL | $2,500 |
| Israel Tennis & Education Centers Foundation (DBA) | ||||||||
| 3275 West Hillsboro Blvd | Ste 102 | Deerfield Beach | FL | 33442 | PUBLIC CHARITY | PAID | GENERAL | $500 |
| Jewish Family Experience | ||||||||
| 2200 S Green Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Jewish Family Service Association of Cleveland Ohi | ||||||||
| 29125 Chagrin Blvd | Pepper Pike | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $3,600 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $92,108 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $50,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $600 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $45,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $33,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $100,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $12,500 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $82,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $18,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $7,500 | |
| Jewish Federation of Palm Beach County | ||||||||
| Jack Joseph and Morton Mandel Buil | 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | PUBLIC CHARITY | PAID | GENERAL | $100,000 |
| Jewish Federation of Palm Beach County | ||||||||
| Jack Joseph and Morton Mandel Buil | 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | PUBLIC CHARITY | PAID | GENERAL | $25,000 |
| Jewish Federation of Palm Beach County | ||||||||
| Jack Joseph and Morton Mandel Buil | 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | PUBLIC CHARITY | PAID | GENERAL | $100,000 |
| Jewish Federation of Palm Beach County | ||||||||
| Jack Joseph and Morton Mandel Buil | 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | PUBLIC CHARITY | PAID | GENERAL | $500 |
| Jewish Foundation for the Righteous | ||||||||
| 80 Main Street | Suite 380 | West Orange | NJ | 07052 | PUBLIC CHARITY | PAID | GENERAL | $1,800 |
| Jewish Learning Connection | ||||||||
| 2195 S Green Road | South Euclid | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Jewish Learning Connection | ||||||||
| 2195 S Green Road | South Euclid | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Jewish National Fund | ||||||||
| 42 East 69th St | New York | NY | 10021 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Jewish National Fund | ||||||||
| 42 East 69th St | New York | NY | 10021 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Johannesburg Jewish Helping Hand - US | ||||||||
| 200 W Madison St | Ste 3000 | Chicago | IL | 60606 | PUBLIC CHARITY | PAID | GENERAL | $1,800 |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $64,286 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $8,500 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $27,500 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $13,200 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $350,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $250 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $33,000 | |
| Jupiter Medical Center Foundation Inc | ||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $2,000 | |
| Jupiter Medical Center Foundation Inc | ||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Jupiter Medical Center Foundation Inc | ||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Jupiter Medical Center Foundation Inc | ||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Jupiter Medical Center Foundation Inc | ||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Keren Menachem | ||||||||
| 3750 Shannon Road | Cleveland Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $36,000 | |
| Kollel Le Mechanchim - Yad Chaim Mordechai | ||||||||
| 2573 Larchmont Drive | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Leonard and Susan Fuchs Mizrachi School | ||||||||
| 26600 Shaker Blvd | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $20,000 | |
| Leonard and Susan Fuchs Mizrachi School | ||||||||
| 26600 Shaker Blvd | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Maltz Jupiter Theatre Inc | ||||||||
| 1001 E Indiantown Road | Jupiter | FL | 33477 | PUBLIC CHARITY | PAID | GENERAL | $3,000 | |
| Maltz Jupiter Theatre Inc | ||||||||
| 1001 E Indiantown Road | Jupiter | FL | 33477 | PUBLIC CHARITY | PAID | GENERAL | $4,000 | |
| Maltz Jupiter Theatre Inc | ||||||||
| 1001 E Indiantown Road | Jupiter | FL | 33477 | PUBLIC CHARITY | PAID | GENERAL | $3,000 | |
| Maltz Jupiter Theatre Inc | ||||||||
| 1001 E Indiantown Road | Jupiter | FL | 33477 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Maltz Jupiter Theatre Inc | ||||||||
| 1001 E Indiantown Road | Jupiter | FL | 33477 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Maltz Jupiter Theatre Inc | ||||||||
| 1001 E Indiantown Road | Jupiter | FL | 33477 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Maltz Museum of Jewish Heritage | ||||||||
| 2929 Richmond Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,360 | |
| Maltz Museum of Jewish Heritage | ||||||||
| 2929 Richmond Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| MedWorks | ||||||||
| 1950 Richmond Road TR 205 | Lyndhurst | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $1,500 | |
| Memorial Sloan-Kettering Cancer Center | ||||||||
| PO Box 27432 | New York | NY | 100877432 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Menorah Park Foundation | ||||||||
| 27100 Cedar Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $4,000 | |
| Menorah Park Foundation | ||||||||
| 27100 Cedar Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $12,500 | |
| Menorah Park Foundation | ||||||||
| 27100 Cedar Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Milestones Autism Resources | ||||||||
| 4853 Galaxy Parkway | Suite A | Warrensville Heights | OH | 44128 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Milwaukee Jewish Federation | ||||||||
| 1360 N Prospect Ave | Milwaukee | WI | 53202 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Moreland Hills Police and Employees Foundation | ||||||||
| 4350 Som Center Road | Moreland Hills | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Moreland Hills Police and Employees Foundation | ||||||||
| 4350 Som Center Road | Moreland Hills | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Negev Foundation The | ||||||||
| 2121 South Green Road | Suite 210 | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| Negev Foundation The | ||||||||
| 2121 South Green Road | Suite 210 | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Ohio State University Foundation | ||||||||
| PO Box 710811 | Columbus | OH | 43271 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| ORT America Inc | ||||||||
| Northeast Ohio Region | 24100 Chagrin Blvd 300 | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| ORT America Inc | ||||||||
| Northeast Ohio Region | 24100 Chagrin Blvd 300 | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,800 |
| P E F Israel Endowment Funds Inc | ||||||||
| 630 3rd Avenue | New York | NY | 10017 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Partners in Torah of Cleveland Inc | ||||||||
| 14455 East Carroll Blvd | University Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Piano Cleveland | ||||||||
| 20600 Chagrin Boulevard | Suite 610 | Shaker Heights | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| Piano Cleveland | ||||||||
| 20600 Chagrin Boulevard | Suite 610 | Shaker Heights | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $3,000 |
| Piano Cleveland | ||||||||
| 20600 Chagrin Boulevard | Suite 610 | Shaker Heights | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $25,000 |
| Planned Parenthood Federation of America | ||||||||
| 123 William St | 10th Floor | New York | NY | 10038 | PUBLIC CHARITY | PAID | GENERAL | $200 |
| Playhouse Square Foundation | ||||||||
| 1501 Euclid Avenue | Suite 200 | Cleveland | OH | 44115 | PUBLIC CHARITY | PAID | GENERAL | $5,500 |
| Scripps Research Institute The | ||||||||
| 130 Scripps Way | 482 | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| Southern Methodist University | ||||||||
| PO Box 750100 | Dallas | TX | 75275 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| US Holocaust Memorial Museum | ||||||||
| 100 Raoul Wallenberg Place | SW Washington | DC | 200242150 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Union of Orthodox Jewish Congregations of America | ||||||||
| 2200 South Green Road | University Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $50,000 | |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $500 |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $500,000 |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $12,500 |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $1,800 |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $6,000 | |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $3,000 | |
| Victory Gallop | ||||||||
| 1745 N Hametown Rd | Akron | OH | 44333 | PUBLIC CHARITY | PAID | GENERAL | $20,000 | |
| Washington Institute for Near East Policy | ||||||||
| 1111 19th Street NW | Suite 500 | Washington | DC | 20036 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| Winning Round Foundation Inc | ||||||||
| 6907 Briarlake Circle | Palm Beach Gardens | FL | 33418 | PUBLIC CHARITY | PAID | GENERAL | $1,500 | |
| Weinberg Family Fund | ||||||||
| 25703 Science Park Drive | Beachwood | OH | 44122 | General | $1,800,000 | |||
| Chester Capital | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $80 | |||
| FIO PE | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $296 | |||
| FIO RE | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $40 | |||
| Foundation Investments of Ohio | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $1,019 | |||
| Lakeside Partners I | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $185 | |||
| Simon Charitable Private | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $14 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,201,571 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| American Friends of Shalva Israel Inc | ||||||
| 315 FIFTH AVENUE 6TH FL | NEW YORK | NY | 10016 | Project Support | $100,000 | |
| American Friends of Shalva Israel Inc | ||||||
| 315 FIFTH AVENUE 6TH FL | NEW YORK | NY | 10016 | Project Support | $100,000 | |
| Chabad Jewish Center of Solon | ||||||
| 5570 Harper Road | Solon | OH | 44139 | Project Support | $45,000 | |
| Chabad Jewish Center of Solon | ||||||
| 5570 Harper Road | Solon | OH | 44139 | Project Support | $45,000 | |
| Friends of Ir David Inc | ||||||
| 575 Lexington Avenue | New York | NY | 10022 | Project Support | $750,000 | 4th Floor |
| Friends of Ir David Inc | ||||||
| 575 Lexington Avenue | New York | NY | 10022 | Project Support | $750,000 | 4th Floor |
| Friends of Ir David Inc | ||||||
| 575 Lexington Avenue | New York | NY | 10022 | Project Support | $750,000 | 4th Floor |
| Jewish Family Experience | ||||||
| 2200 S Green Road | Cleveland | OH | 44121 | General Operating Support | $500 | |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $500,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Ohio State University Foundation | ||||||
| PO Box 710811 | Columbus | OH | 43271 | Project Support | $25,000 | |
| University Hospitals Health System | ||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | Capital Campaign | $12,500 | MCCO 5062 |
| University Hospitals Health System | ||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | Capital Campaign | $12,500 | MCCO 5062 |
| University Hospitals Health System | ||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | Capital Campaign | $12,500 | MCCO 5062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,703,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $774,393 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,447,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,407,479 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,471,619 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,471,619 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHESTER CAPITAL | $6,772,798 | $6,772,798 |
| EUCLID PARTNERS | $82,953 | $82,953 |
| FOUNDATION INVESTMENTS OF OHIO | $68,736,913 | $38,595,321 |
| LAKESIDE PARTNERS I | $1,903,982 | $1,903,982 |
| SIMON CHARITABLE PRIVATE | $57,910,356 | $46,785,782 |
| FIO P.E. | $19,951,559 | $11,229,666 |
| FIO R.E. | $3,027,026 | $1,529,790 |
| PIMCO SHORT-TERM | $0 | $0 |
| VANGUARD SHORT-TERM | $2,524,577 | $2,524,577 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES | $12,402 |
| UNREALIZED GAINS/LOSSES | $9,368,575 |
| TAX-EXEMPT INCOME | $120,024 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PSHIP PORTFOLIO DEDUCTIONS | $541,905 | $541,905 | $541,905 |
| TRUSTEE FEES | $610,642 | $610,642 | $610,642 |
| MISCELLANEOUS EXPENSES | $142,189 | $142,189 | $142,189 |
| OTHER PARTNERSHIP DEDUCTIONS | $718,561 | $718,561 | $718,561 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME (LOSS) FROM PARTNERSHIPS | $40,166 | $40,166 | $40,166 |
| OTHER INCOME (LOSS) FROM PARTNERSHIPS | $133,002 | $133,002 | $133,002 |
| RENTAL INCOME (LOSS) FROM PARTNERSHIPS | -$416,451 | -$416,451 | -$416,451 |
| OTHER PORTFOLIO INCOME FROM PARTNERSHIPS | $67,907 | $67,907 | $67,907 |
| ROYALTY INCOME (LOSS) FROM PARTNERSHIPS | $17,692 | $17,692 | $17,692 |
| ADJUST FOR UBTI - NOT TAXABLE | -$116,380 | -$116,380 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCES | Desc |
| Amt | $17,288,011 | Amt |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | AVG FMV FOUNDATION INVESTMENTS OF OHIO 70,658,652 DISCOUNTED VALUE - FOUNDATION INVESTMENTS OF OHIO -39,714,223 AVG FMV OF SIMON CHARITABLE PRIVATE LLC 57,429,212 DISCOUNTED VALUE - SIMON CHARITABLE PRIVATE LLC -38,001,973 AVG FMV OF FIO P.E. LLC 17,222,496 DISCOUNTED VALUE - FIO P.E. LLC -9,588,414 AVG FMV OF FIO R.E. LLC 2,570,844 DISCOUNTED VALUE - FIO R.E. LLC -1,286,324 FIO, SCP, FIO P.E. AND FIO R.E. DISCOUNTED FOR ILLIQUIDITY, RESTRICTIONS AND A LACK OF MARKETABILITY BASED ON VALUATIONS. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL & STATE UBTI TAXES | $327,850 | $7,676 | $7,676 |
| STATE FILING FEES |