MT SINAI HEALTH CARE FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MT SINAI HEALTH CARE FOUNDATION (EIN 34-1777878)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202321359349307837
- Schema version
- 2021v4.2
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:10:13-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 EAST NINTH STREET SUITE 1301 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341777878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MT SINAI HEALTH CARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MELANIE GAVIN | InCareOfNm |
| Business Name Control | MTSI | BusinessNameControlTxt |
| Phone | 2164215500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 Euclid Ave 2nd Floor | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441062204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL BALK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2164215500 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MITCHELL | PersonFirstNm |
| Person Last | BALK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 2163251700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MITCHELL BALK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 Euclid Ave 2nd Floor | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441062204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $44,150,595 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MTSINAIFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | HEALTH GRANT MAKER AND SUPPORTING ORGANIZATION TO THE JEWISH FEDERATION OF CLEVELAND (THE FEDERATION). | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $18,865 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $862,403 | PYContributionsGrantsAmt |
| CY Contributions Grants | $111,903 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,029,486 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,458,530 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $29,891,889 | PYTotalRevenueAmt |
| CY Total Revenue | $5,570,433 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,047,627 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,041,217 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,146,115 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,146,397 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $428,038 | PYOtherExpensesAmt |
| CY Other Expenses | $719,383 | CYOtherExpensesAmt |
| PY Total Expenses | $7,621,780 | PYTotalExpensesAmt |
| CY Total Expenses | $8,906,997 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $22,270,109 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,336,564 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $191,747,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,402,020 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,358,445 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,591,589 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $176,389,359 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $149,810,431 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO SUPPORT THE JEWISH FEDERATION OF CLEVELAND BY ASSISTING GREATER CLEVELAND'S ORGANIZATIONS AND LEADERS TO IMPROVE THE HEALTH AND WELL BEING OF THE JEWISH AND GENERAL COMMUNITIES NOW AND FOR THE GENERATIONS TO FOLLOW. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,180,148 | ExpenseAmt |
| Grant | $7,041,217 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TO ENGAGE IN GRANT MAKING TO SUPPORT AND CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND, BY ENCOURAGING ACTIVITIES DESIGNED TO IMPROVE THE HEALTH STATUS OF THE RESIDENTS OF GREATER CLEVELAND, OH. | Desc |
| Total Program Service Expenses | $8,180,148 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE GAVIN | PersonNm |
| Phone | 2164215500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 EUCLID AVE 2ND FLOOR | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Mitchell Balk | |||||||
| President | 40.0 | 0.0 | Yes (X) | $366,954 | $0 | $65,044 | |
| Dan Cohn | |||||||
| Vice President | 40.0 | 0.0 | Yes (X) | $154,368 | $0 | $17,490 | |
| Ira C Kaplan | |||||||
| Chair | 8.0 | 0.6 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| James A Ratner | |||||||
| Vice-Chair | 2.0 | 0.8 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Beth D Rosenberg | |||||||
| Vice-Chair | 2.0 | 0.8 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Michael Goldberg | |||||||
| Treasurer | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jeremy A Paris | |||||||
| Secretary | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Thomas W Adler | |||||||
| Director | 2.0 | 0.3 | $0 | $0 | $0 | Yes (X) | |
| Richard J Bogomolny | |||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Beth W Brandon | |||||||
| Director | 2.0 | 2.1 | $0 | $0 | $0 | Yes (X) | |
| Renee Chelm | |||||||
| Director | 2.0 | 0.9 | $0 | $0 | $0 | Yes (X) | |
| Scott S Cowen | |||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Cheryl L Davis | |||||||
| Director | 2.0 | 1.1 | $0 | $0 | $0 | Yes (X) | |
| Peter Golden Jr MD | |||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| J David Heller | |||||||
| Director | 2.0 | 3.8 | $0 | $0 | $0 | Yes (X) | |
| Kenneth G Hochman | |||||||
| Director | 2.0 | 0.3 | $0 | $0 | $0 | Yes (X) | |
| Susan Hurwitz | |||||||
| Director | 2.0 | 0.6 | $0 | $0 | $0 | Yes (X) | |
| Mariely Luengo | |||||||
| Director | 2.0 | 0.7 | $0 | $0 | $0 | Yes (X) | |
| Amy Main Morgenstern | |||||||
| Director | 2.0 | 1.3 | $0 | $0 | $0 | Yes (X) | |
| Jeffrey L Ponsky MD | |||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Enid B Rosenberg | |||||||
| Director | 2.0 | 2.2 | $0 | $0 | $0 | Yes (X) | |
| Alan Rosskamm | |||||||
| Director | 2.0 | 0.3 | $0 | $0 | $0 | Yes (X) | |
| Donald S Scherzer | |||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Marcy Schwartz MD | |||||||
| Director | 2.0 | 0.8 | $0 | $0 | $0 | Yes (X) | |
| Walter S Schwartz | |||||||
| Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Scott M Simon | |||||||
| Director | 2.0 | 1.6 | $0 | $0 | $0 | Yes (X) | |
| Jeanne K Tobin | |||||||
| Director | 2.0 | 1.0 | $0 | $0 | $0 | Yes (X) | |
| Judge Dan A Polster | |||||||
| Life Director | 2.0 | 1.8 | $0 | $0 | $0 | Yes (X) | |
| Susan Ratner | |||||||
| Life Director | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $521,322 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $82,534 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $91,326 | RelatedOrganizationsAmt |
| All Other Contributions | $20,577 | AllOtherContributionsAmt |
| Total Contributions | $111,903 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,231,333 | TotalRevenueColumnAmt |
| Exclusion | $4,231,333 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,807,359 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $38,580,162 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,227,197 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,227,197 | TotalRevenueColumnAmt |
| Exclusion | $1,227,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,570,433 | TotalRevenueColumnAmt |
| Exclusion | $5,458,530 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,041,217 | TotalAmt |
| Program Services | $7,041,217 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,284 | TotalAmt |
| Program Services | $501,873 | ProgramServicesAmt |
| Management And General | $109,411 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,648 | TotalAmt |
| Program Services | $227,158 | ProgramServicesAmt |
| Management And General | $152,490 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,402 | TotalAmt |
| Program Services | $17,709 | ProgramServicesAmt |
| Management And General | $11,693 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,838 | TotalAmt |
| Program Services | $49,085 | ProgramServicesAmt |
| Management And General | $20,753 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,225 | TotalAmt |
| Program Services | $41,044 | ProgramServicesAmt |
| Management And General | $15,181 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Management And General | $37,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $263,787 | TotalAmt |
| Management And General | $263,787 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,709 | TotalAmt |
| Program Services | $69,138 | ProgramServicesAmt |
| Management And General | $25,571 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,087 | TotalAmt |
| Program Services | $794 | ProgramServicesAmt |
| Management And General | $293 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,581 | TotalAmt |
| Program Services | $52,254 | ProgramServicesAmt |
| Management And General | $19,327 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,488 | TotalAmt |
| Program Services | $27,366 | ProgramServicesAmt |
| Management And General | $10,122 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,920 | TotalAmt |
| Program Services | $29,142 | ProgramServicesAmt |
| Management And General | $10,778 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,902 | TotalAmt |
| Program Services | $5,038 | ProgramServicesAmt |
| Management And General | $1,864 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285 | TotalAmt |
| Program Services | $1,668 | ProgramServicesAmt |
| Management And General | $617 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,846 | TotalAmt |
| Program Services | $20,328 | ProgramServicesAmt |
| Management And General | $7,518 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,887 | TotalAmt |
| Program Services | $7,218 | ProgramServicesAmt |
| Management And General | $2,669 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 25TH ANNIVERSARY CELEBRATION | $59,276 | $43,271 | $16,005 | $0 |
| ANNUAL MEETING | $36,966 | $26,985 | $9,981 | $0 |
| MEMBERSHIP/PUBLICATIONS | $16,444 | $12,004 | $4,440 | $0 |
| BOARD EXPENSE | $4,814 | $0 | $4,814 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,391 | TotalAmt |
| Program Services | $6,856 | ProgramServicesAmt |
| Management And General | $2,535 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,906,997 | TotalAmt |
| Program Services | $8,180,148 | ProgramServicesAmt |
| Management And General | $726,849 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,761 | BOYAmt |
| EOY | $1,003,571 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,491,639 | BOYAmt |
| EOY | $12,483,242 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,445,761 | BOYAmt |
| EOY | $4,644,281 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $698,720 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $192,138 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,822 | BOYAmt |
| EOY | $506,582 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,865,498 | BOYAmt |
| EOY | $102,114,186 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,410,980 | BOYAmt |
| EOY | $47,233,208 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $414,343 | BOYAmt |
| EOY | $416,950 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,747,804 | BOYAmt |
| EOY | $168,402,020 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,358 | BOYAmt |
| EOY | $462,325 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,701,040 | BOYAmt |
| EOY | $7,100,251 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,812,047 | BOYAmt |
| EOY | $11,029,013 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,358,445 | BOYAmt |
| EOY | $18,591,589 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,039,033 | BOYAmt |
| EOY | $67,186,822 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,350,326 | BOYAmt |
| EOY | $82,623,609 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,389,359 | BOYAmt |
| EOY | $149,810,431 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,747,804 | BOYAmt |
| EOY | $168,402,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,336,564 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$23,242,364 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF CLEVELAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714445 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $2,525,785 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,525,785 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, LINE 6: | FormAndLineReferenceDesc |
| Explanation | GRANTS EACH LESS THAN OR EQUAL TO $5,000 WERE MADE TO OTHER SECTION 501(C)(3) ORGANIZATIONS CLASSIFIED AS PUBLIC CHARITIES WHICH CARRY OUT THE CHARITABLE PURPOSES OF THE FEDERATION IN ACCORDANCE WITH THE REQUIREMENTS OF SECTIONS 509(A)(3)(A), SUCH GRANTS ARE IN FURTHERANCE OF THE FEDERATION'S CHARITABLE PURPOSE AND CONSTITUTE PERFORMING THE FUNCTION OF THE FEDERATION BY SUPPLEMENTING AND ENHANCING THE FEDERATION'S GRANT MAKING PROGRAM. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 ARE INCLUDED ON SCHEDULE I. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $0 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $0 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $7,812,047 | BeginningBalanceAmt |
| Additions During Year | $3,216,966 | AdditionsDuringYearAmt |
| Ending Balance | $11,029,013 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,917,243 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,944,815 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $184,648 | OtherExpendituresAmt |
| End Year Balance | $16,787,780 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,620,426 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,564,657 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $267,840 | OtherExpendituresAmt |
| End Year Balance | $18,917,243 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,736,938 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $228,730 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $345,242 | OtherExpendituresAmt |
| End Year Balance | $14,620,426 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,378,573 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $551,996 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $193,631 | OtherExpendituresAmt |
| End Year Balance | $14,736,938 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,580,968 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,284,794 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $487,189 | OtherExpendituresAmt |
| End Year Balance | $14,378,573 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $373,409 | OtherCostOrOtherBasisAmt |
| Book Value | $373,409 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,325 | OtherCostOrOtherBasisAmt |
| Book Value | $7,325 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $317,986 | OtherCostOrOtherBasisAmt |
| Depreciation | $192,138 | DepreciationAmt |
| Book Value | $125,848 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $506,582 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (19 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CLEVELAND PE FUND | $7,363,771 | F |
| KAYNE ANDERSON PRIVATE ENERGY | $5,842,563 | F |
| SILVER POINT | $3,867,920 | F |
| HARBOUR VEST | $3,703,028 | F |
| HARRISON | $3,539,919 | F |
| CLEVELAND PE II | $3,302,634 | F |
| LONG WHARF | $2,557,461 | F |
| GLAS FUNDS | $2,415,047 | F |
| RIVERSIDE | $2,376,185 | F |
| ISRAEL BONDS | $2,374,497 | F |
| HIG | $2,364,216 | F |
| SILVER POINT DISTRESSED | $1,691,347 | F |
| CARLYLE | $1,625,972 | F |
| KAYNE ANDERSON ENERGY | $1,577,238 | F |
| BENE. INT. IN PERPETUAL TRUST | $1,210,591 | F |
| HIG MIDDLE MARKET | $1,040,503 | F |
| MARATHON CREDIT | $265,632 | F |
| OHIO ISRAEL BRIDGE FUND | $106,541 | F |
| TWIN HAVEN IV | $8,143 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $47,233,208 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | -$17,935,718 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$23,242,364 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$23,242,364 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,306,646 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $263,787 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $263,787 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,570,433 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,643,210 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $8,643,210 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $263,787 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $263,787 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,906,997 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART IV, LINE 2(B): | THESE ARE FUNDS THAT WERE GRANTED TO THE FOUNDATION FROM OTHER NON-PROFIT ORGANIZATIONS THAT WILL BE PAID OUT FROM THE FOUNDATION TO THE LEAD SAFE HOME FUND for which the Foundation serves as fiscal agent. THERE IS A CORRESPONDING ASSET AND LIABILITY ON THE FOUNDATION'S BOOKS FOR THIS. |
| SCHEDULE D, PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT FUNDS ARE ESTABLISHED FOR A VARIETY OF PURPOSES PRIMARILY RELATED TO THE ADVANCEMENT OF HEALTH AND MEDICINE. |
| SCHEDULE D, PART X, LINE 2: | THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE FOUNDATION IS DESCRIBED IN SECTION 501(C)(3) OF THE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT FEDERAL INCOME TAX LAWS, EXCEPT ON UNRELATED BUSINESS INCOME, IF ANY. THE FOUNDATION HAS BEEN CLASSIFIED BY THE IRS AS A NON-PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND DOES QUALIFY FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170(A). THE FOUNDATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. IN EVALUATING THE FOUNDATION'S ACTIVITIES, THE FOUNDATION BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS CURRENT BASED ON CURRENT FACTS AND CIRCUMSTANCES. IT IS THE POLICY OF THE FOUNDATION TO INCLUDE IN ADMINISTRATIVE AND GENERAL EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. THE FOUNDATION'S UNRELATED BUSINESS INCOME IS PRIMARILY DERIVED FROM INVESTMENT PARTNERSHIPS THAT GENERATE INCOME WHICH IS SUBJECT TO FEDERAL AND STATE TAX. FOR THE YEARS ENDED JUNE 30, 2022 AND 2021, NO UNRELATED BUSINESS INCOME TAXES WERE PAID DUE TO THE UNRELATED ACTIVITIES GENERATING LOSSES. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $425,913 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $425,913 | SubtotalSpentAmt |
| Total Spent | $425,913 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (54 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Jewish Federation of Cleveland | |||||||
| 25701 SCIENCE PARK DR | Beachwood | OH | 44122 | 340714445 | 501(C)(3) | $2,525,785 | SEE PART IV |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(C)(3) | $1,185,000 | SEE PART IV |
| MetroHealth System | |||||||
| 2500 MetroHealth Drive | Cleveland | OH | 44109 | 346607695 | 501(C)(3) | $300,000 | SEE PART IV |
| THE Cleveland Foundation | |||||||
| 1422 Euclid Ave | Cleveland | OH | 44115 | 340714588 | 501(C)(3) | $235,000 | SEE PART IV |
| Center for Community Solutions | |||||||
| 1300 E 9th St | Cleveland | OH | 44114 | 340714723 | 501(C)(3) | $227,000 | SEE PART IV |
| Canopy Child Advocacy Center | |||||||
| 1711 East 27thStreet | Cleveland | OH | 44114 | 843398528 | 501(C)(3) | $199,453 | SEE PART IV |
| Health Policy Institute of Ohio | |||||||
| 140 East Town Street | Columbus | OH | 43215 | 300186863 | 501(C)(3) | $150,000 | SEE PART IV |
| Jewish Federations of North America | |||||||
| 25 Broadway 17th Floor | New York | NY | 10004 | 131624240 | 501(C)(3) | $150,000 | SEE PART IV |
| Planned Parenthood of Greater Ohio | |||||||
| 206 East State Street | Columbus | OH | 43215 | 341015976 | 501(C)(3) | $150,000 | SEE PART IV |
| Senior Transportation Connection | |||||||
| 4735 West 150th St | Cleveland | OH | 44135 | 300319480 | 501(C)(3) | $123,989 | SEE PART IV |
| Journey Center for Safety and Healing | |||||||
| PO Box 5466 | Cleveland | OH | 44101 | 341278377 | 501(C)(3) | $115,565 | SEE PART IV |
| MobileMed 1 Inc (dba MedWorks) | |||||||
| 1950 Richmond RD | Cleveland | OH | 44124 | 263858369 | 501(C)(3) | $115,000 | SEE PART IV |
| University Hospitals Cleveland Medical Center | |||||||
| 11100 Euclid Ave | Cleveland | OH | 44113 | 340714775 | 501(C)(3) | $105,000 | SEE PART IV |
| Legal Aid Society of Cleveland | |||||||
| 1223 West Sixth Street | Cleveland | OH | 44113 | 340866026 | 501(C)(3) | $100,000 | SEE PART IV |
| Midwest Campers IncCamp Stone | |||||||
| 2463 S Green Road | Beachwood | OH | 44122 | 340897622 | 501(C)(3) | $100,000 | SEE PART IV |
| Providence House Inc | |||||||
| 2050 W 32nd Street | Cleveland | OH | 44113 | 341336325 | 501(C)(3) | $100,000 | SEE PART IV |
| Children's Defense Fund-Ohio | |||||||
| 395 East Broad St | Columbus | OH | 43215 | 520895622 | 501(C)(3) | $80,000 | SEE PART IV |
| Cleveland Rape Crisis Center | |||||||
| 2937 West 25th St | Cleveland | OH | 44113 | 510164315 | 501(C)(3) | $75,000 | SEE PART IV |
| Enterprise Community Partners Inc | |||||||
| 1360 E 9th St | Cleveland | OH | 44114 | 521231931 | 501(C)(3) | $75,000 | SEE PART IV |
| Preterm Cleveland | |||||||
| 12000 Shaker BLVD | Cleveland | OH | 44120 | 237314836 | 501(C)(3) | $75,000 | SEE PART IV |
| Old Brooklyn Community Development Corporation | |||||||
| 4274 Pearl Rd | Cleveland | OH | 44109 | 341177633 | 501(C)(3) | $73,665 | SEE PART IV |
| DRUG ADDICTION & MENTAL HEALTH SERVICES | |||||||
| 2012 West 25th St | Cleveland | OH | 44113 | 346000817 | 501(C)(3) | $72,500 | SEE PART IV |
| Milestones Autism Resources | |||||||
| 4853 GalaxyParkway | Warrensville | OH | 44128 | 200721205 | 501(C)(3) | $65,000 | SEE PART IV |
| Birthing Beautiful Communities | |||||||
| 1464 East 105th St | Cleveland | OH | 44106 | 474453278 | 501(C)(3) | $60,000 | SEE PART IV |
| Western Reserve Land Conservancy | |||||||
| 812 Huron Rd East | Cleveland | OH | 44115 | 341571233 | 501(C)(3) | $60,000 | SEE PART IV |
| Naaleh Cleveland | |||||||
| 5010 Mayfield Rd | Lyndhurst | OH | 44124 | 822610258 | 501(C)(3) | $57,125 | SEE PART IV |
| LEAP (Linking Emply Abilities & Potential) | |||||||
| 2545 Lorain Avenue | Cleveland | OH | 44113 | 341369608 | 501(C)(3) | $52,500 | SEE PART IV |
| Hunger Network of Greater Cleveland | |||||||
| 4415 Euclid Ave | Cleveland | OH | 44103 | 341810545 | 501(C)(3) | $50,000 | SEE PART IV |
| UHCAN Ohio (Univ Health Care Access Network) | |||||||
| 360 S 3rd Street | Columbus | OH | 43215 | 311542417 | 501(C)(3) | $50,000 | SEE PART IV |
| InMotion | |||||||
| 23905 Mercantile Rd | Beachwood | OH | 44122 | 464102770 | 501(C)(3) | $37,500 | SEE PART IV |
| NARAL Pro-Choice Ohio Foundation | |||||||
| 11811 Shaker BLVD | Cleveland | OH | 44120 | 311212322 | 501(C)(3) | $30,000 | SEE PART IV |
| Cleveland Hillel Foundation | |||||||
| 11303 Euclid Avenue | Cleveland | OH | 44106 | 341187022 | 501(C)(3) | $26,000 | SEE PART IV |
| Ohio State University Foundation | |||||||
| 14 East 15th Ave | Columbus | OH | 43201 | 311145986 | 501(C)(3) | $25,023 | SEE PART IV |
| LifeAct (formerly Suicide Prevention Edu Allince) | |||||||
| 210 Bell Street | Chagrin Falls | OH | 44022 | 341724365 | 501(C)(3) | $22,050 | SEE PART IV |
| American Cancer Society - North Central Region | |||||||
| 10501 Euclid Avenue | Cleveland | OH | 44106 | 131788491 | 501(C)(3) | $20,000 | SEE PART IV |
| East Mount Zion Baptist Church | |||||||
| 9990 Euclid Avenue | Cleveland | OH | 44106 | 341432055 | 501(C)(3) | $20,000 | SEE PART IV |
| Fuchs Mizrachi School | |||||||
| 26600 Shaker BLVD | Cleveland | OH | 44118 | 341400924 | 501(C)(3) | $20,000 | SEE PART IV |
| Goods Bank NEO | |||||||
| 7550 Bittern Ave | Cleveland | OH | 44103 | 872227026 | 501(C)(3) | $20,000 | SEE PART IV |
| Great Lakes Science Center | |||||||
| 601 Erieside Avenue | Cleveland | OH | 44114 | 311258416 | 501(C)(3) | $20,000 | SEE PART IV |
| Lutheran Metropolitan Ministry | |||||||
| 4515 Superior Avenue | Cleveland | OH | 44103 | 341043756 | 501(C)(3) | $20,000 | SEE PART IV |
| Virginia Organizing Inc | |||||||
| 703 Concord Ave | Charlottesville | VA | 22903 | 541674992 | 501(C)(3) | $20,000 | SEE PART IV |
| West 117 Foundation Inc | |||||||
| PO Box 6236 | Rocky River | OH | 44116 | 851077305 | 501(C)(3) | $20,000 | SEE PART IV |
| Bikur Cholim of Cleveland | |||||||
| 1845 S Taylor Road | Cleveland | OH | 44118 | 341809885 | 501(C)(3) | $18,500 | SEE PART IV |
| Literacy Cooperative | |||||||
| 1422 Euclid Ave | Cleveland | OH | 44115 | 900453660 | 501(C)(3) | $16,000 | SEE PART IV |
| Ohio End of Life Options | |||||||
| PO Box 221151 | Beachwood | OH | 44122 | 475604303 | 501(C)(3) | $15,000 | SEE PART IV |
| United Black Fund | |||||||
| 1621 Euclid Ave | Cleveland | OH | 44115 | 341366892 | 501(C)(3) | $14,700 | SEE PART IV |
| Grantmakers In Health | |||||||
| 1100 Connecticut Ave | Washington | DC | 20036 | 133206571 | 501(C)(3) | $11,500 | SEE PART IV |
| Cleveland Jewish News Foundation | |||||||
| 23880 Commerce ParK | Beachwood | OH | 44122 | 204136425 | 501(C)(3) | $10,000 | SEE PART IV |
| Famicos Foundation | |||||||
| 1325 Ansel Road | Cleveland | OH | 44106 | 341053534 | 501(C)(3) | $10,000 | SEE PART IV |
| Ohio University Foundation | |||||||
| H4180 Warsville Rd | Warrensville | OH | 44122 | 316402269 | 501(C)(3) | $10,000 | SEE PART IV |
| Starting Point | |||||||
| 4600 Euclid Ave | Cleveland | OH | 44103 | 341650004 | 501(C)(3) | $10,000 | SEE PART IV |
| Suite 1300 Services Inc | |||||||
| 5000 Euclid Ave | Cleveland | OH | 44103 | 300096415 | 501(C)(3) | $10,000 | SEE PART IV |
| Project Hope of Cleveland Inc | |||||||
| 10932 St Clair Ave | Cleveland | OH | 44108 | 800241946 | 501(C)(3) | $8,050 | SEE PART IV |
| East Cleveland City Schools | |||||||
| 1843 Stanwood Road | Cleveland | OH | 44112 | 346000888 | 501(C)(3) | $7,186 | SEE PART IV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 54 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH I, PART I DESCRIPTION OF PROCEDURE FOR MONITORING USE OF FUNDS | FormAndLineReferenceDesc |
| Explanation | GRANT MONITORING BY FOUNDATION STAFF, PERIODIC SITE VISITS, ANNUAL OR SEMI ANNUAL REPORTS SENT BY GRANTEES, REVIEW OF MAJOR PROJECTS BY BOARD LEVEL COMMITTEE. PART II- PURPOSE OF GRANTS OR ASSISTANCE: PAGE 1: 1. 2022 CAMPAIGN FOR JEWISH NEEDS AND MENORAH PARK STRATEGIC INTERVENTIONS 2. $10 MILLION CHALLENGE GRANT FOR A NEW MEDICAL SCHOOL ON THE CLEVELAND CLINIC CAMPUS, FIRST YEAR CLEVELAND GENERAL OPERATING SUPPORT, CLEVELAND BRAIN HEALTH INITIATIVE, DATA TO PROMOTE A LEAD SAFE CLEVELAND AND SCIENTIFIC ENRICHMENT OPPORTUNITY/YOUTH ENJOY SCIENCE PROGRAM (SEO/YES) 2022 3. MT SINAI-INITIATED METROHEALTH NURSE-FAMILY PARTNERSHIP PROGRAM 4. THE INTEGRATED HEALTH INITIATIVE: A COLLABORATIVE APPROACH TO IMPROVING OUTCOMES FOR CMSD SCHOLARS, IMMIGRANT HEALTH AND HUMAN SERVICES (2022), NONPROFIT LANDSCAPE ASSESSMENT: FUNDERS COLLABORATIVE ON COVID RECOVERY NONPROFIT RESILIENCY EFFORTS AND CUYAHOGA COUNTY/INVEST IN CHILDREN UNIVERSAL PREKINDERGARTEN SPECIAL NEEDS SERVICES (FISCAL AGENT: CLEVELAND FOUNDATION) 5. GREATER CLEVELAND AMERICAN RESCUE PLAN ACT (ARPA) COUNCIL, THE CENTER FOR MEDICAID POLICY, AIDS FUNDING COLLABORATIVE - FUNDING PARTNER MEMBERSHIP AND SAFE BABIES COURT TEAM RACIAL EQUITY PLANNING (FISCAL AGENT) 6. BRIDGE FUNDING: MENTAL HEALTH SUPPORT FOR CANOPY CHILD ADVOCACY CENTER 7. IMPROVING THE HEALTH AND WELL-BEING OF OHIOANS THROUGH INFORMED POLICY DECISIONS: GENERAL OPERATING SUPPORT (2022-2024) 8. JFNA'S STRATEGIC HEALTH RESOURCE CENTER: GENERAL OPERATING SUPPORT (2022-2023) 9. HOLDING THE LINE IN OHIO: THE ABORTION ACCESS PROJECT 10. OPERATIONS SUPPORT 11. IMPACT AND ADVOCACY FOR DOMESTIC VIOLENCE AND CHILD ABUSE SERVICES 12. GENERAL OPERATING SUPPORT PAGE 2: 1. COVID-19 CLINICAL TRIAL, HARRINGTON DISCOVERY INSTITUTE AND ANTIFRAGILITY INITIATIVE 2. IMPROVING COMMUNITY HEALTH THROUGH SAFE AND STABLE HOUSING: GROWTH OF LEGAL AIDAS HOUSING ADVOCACY 3. MEDICAL CAMPUS AT CAMP STONE 4. EAST SIDE PROGRAM EXPANSION 5. CENTERING COMMUNITY VOICE AND EQUITY IN POLICY TO IMPROVE CHILDREN'S HEALTH & WELLBEING (GENERAL OPERATING) 6. GOVERNMENT AFFAIRS CAPACITY-BUILDING 7. LEAD POISONING PREVENTION INITIATIVE 8. REBUILDING PHILANTHROPIC CAPACITY FOR ORGANIZATIONAL SUSTAINABILITY 9. HEALTHY CLEVELAND: OLD BROOKLYN COMMUNITY DEVELOPMENT CORPORATION CHNA EXPANSION 10. CHILD PARENT PSYCHOTHERAPY TRAINING 11. INCREASING COMMUNITY ENGAGEMENT, ORGANIZATIONAL CAPACITY, AND LONG-TERM SUSTAINABILITY TO PLANFULLY ADVANCE MILESTONES AUTISM RESOURCES INTO ITS NEXT PHASE 12. EXPANDING DEVELOPMENT CAPACITY TO FURTHER PROGRAMMATIC ADVANCEMENTS IN REDUCING MATERNAL AND INFANT MORTALITY PAGE 3: 1. CLEVELAND TREE COALITION 2. NAALEH COUNSELING SOLUTIONS 3. HOSPITAL2HOME - YEAR 2 4. NUTRITION PROMOTION FOOD PANTRY INITIATIVE 5. GENERAL OPERATING SUPPORT 6. CLEVELAND TREE COALITION INMOTION - STRATEGIC PLANNING 7. PATIENTS TO ADVOCATES 8. SUMMER INTERNSHIP PROGRAM - HEALTH AND HUMAN SERVICES 9. PRODUCE PERKS 10. TESTING THE EFFICACY OF LIFEACT'S HIGH SCHOOL SUICIDE PREVENTION PROGRAM 11. CANCER RESEARCH IN CUYAHOGA COUNTY 12. LIFELINE OUTREACH PROGRAM PAGE 4: 1. HIGH SCHOOL AND COMMUNITY MENTAL HEALTH PROGRAM 2. START-UP FUNDING FOR GOODS BANK NEO 3. VACCINE OUTREACH PROJECT 4. THE HEALTH DORM: SHELTER DE-CONCENTRATION & ISOLATION RESPONSE TO INFECTIOUS DISEASE 5. SCALING CLEVELAND'S HEALTHY HOUSING EFFORTS THROUGH FEDERAL POLICY CHANGE 6. LGBTQ+ YOUTH SPORTS LEAGUE 7. VAX-A-NATION CLE JEWISH COMMUNITY VACCINATION COMMUNICATIONS 8. PRESIDENTIAL GRANT 9. SUPPORT FOR BRANDING, DIGITAL STRATEGY, AND VOLUNTEER ENGAGEMENT CONSULTANT 10. NAACP EQUITY, DIVERSITY, AND INCLUSION ROUNDTABLE BANNER SPONSORSHIP 11. 2021 FUNDING PARTNER PROGRAM 12. 2022 SUPPORT OF HEALTH NEWS COVERAGE IN THE CLEVELAND JEWISH NEWS (26 WEEKS) PAGE 5: 1. GLENVILLE GATEWAY 105 FARMERS' MARKET 2. HERITAGE COLLEGE OF OSTEOPATHIC MEDICINE 3. STRATEGIC PLANNING SUPPORT 4. PRODUCE PERKS PILOT PROGRAM AT THE WEST SIDE MARKET 5. GENERAL PROGRAM SUPPORT (2022) 6. HEALTH ADVOCATES FOR NUTRITION AND GREATER EXERCISE (ECHANGE) | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mitchell Balk | ||||||||||||||
| President | $346,954 | $0 | $20,000 | $0 | $0 | $0 | $42,886 | $0 | $22,158 | $0 | $431,998 | $0 | $20,000 | $0 |
| Dan Cohn | ||||||||||||||
| Vice President | $146,868 | $0 | $7,500 | $0 | $0 | $0 | $11,749 | $0 | $5,741 | $0 | $171,858 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART I, LINE 4B: | FormAndLineReferenceDesc |
| Explanation | MITCHELL BALK HAS $16,500 CONTRIBUTED BY THE FOUNDATION INTO HIS DEFFERED COMPENSATION ACCOUNT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2: | JEFFREY PONSKY AND MICHAEL GOLDBERG HAVE A FAMILY RELATIONSHIP. JAMES RATNER, SUSAN RATNER, AND JEREMY PARIS HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A: | DIRECTORS ARE APPOINTED BY JEWISH FEDERATION BOARD CHAIR. |
| FORM 990, PART VI, SECTION A, LINE 7B: | BOARD CHAIR OF JEWISH FEDERATION, SUPPORTED ORGANIZATION, HAS THE POWER TO APPOINT DIRECTORS TO THE FOUNDATION'S BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11: | DRAFT OF TAX RETURN GIVEN TO BOARD CHAIR AND TREASURER OF THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. CFO OF SUPPORTED ORGANIZATION ALSO REVIEWS TAX RETURN PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C: | CONFLICT OF INTEREST STATEMENTS ARE COMPLETED AND SIGNED ANNUALLY. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED CAREFULLY BY THE BOARD AND THOSE MEMBERS WITH CONFLICT OF INTERESTS DO NOT VOTE ON MATTERS WHERE CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15A: | COMPENSATION PACKAGE FOR THE PRESIDENT IS REVIEWED AND APPROVED BY THE BOARD EXECUTIVE COMMITTEE ANNUALLY. THE PRESIDENT IS NOT PRESENT WHEN THE EXECUTIVE COMMITTEE APPROVES HIS COMPENSATION. THE EXECUTIVE COMMITTEE RELIES ON COMPARABLE DATA (COUNCIL ON FOUNDATIONS ANNUAL COMPENSATION SURVEY) AND THE MINUTES OF THEIR MEETING ARE TIMELY DOCUMENTED. |
| FORM 990, PART VI, SECTION B, LINE 15B: | THE VP'S COMPENSATION IS DETERMINED BY LOOKING AT THE COMPARABILITY DATA FROM THE COUNCIL ON FOUNDATIONS ANNUAL SALARY SURVEY IN WHICH WE PARTICIPATE AS WELL AS IRS DATA FROM LIKE FOUNDATIONS IN THE REGION. |
| FORM 990, PART VI, SECTION C, LINE 19: | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (51 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF CLEVELAND | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 340714445 | SEE PART VII | OH | 501(c)(3) | 7 | NA | false |
| JOANN AND THOMAS ADLER FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341858749 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| MILDRED & MARTIN BECKER FAMILY FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341711965 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| THE SEMI J & RUTH W BEGUN FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341594565 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| CHELM FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 300226826 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| CLEVELAND HEBREW SCHOOLS EDUCATIONAL FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 340714599 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| ELLEN E & VICTOR J COHN SUPPORTING FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311606939 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| COMMISSION ON CEMETERY PRESERVATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341771506 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| FEDERATION HOLDINGS INC | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 237133908 | SEE PART VII | OH | 501(c)(3) | N/A | SEE PART VII | false |
| IRVING B FINE FAMILY FOUNDATION | ||||||||||
| 25702 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 863861172 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| FGI FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916912 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| RINA & SAMUEL M FRANKEL FAMILY FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311502121 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| PEGGY AND JOHN GARSON FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916905 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| J DAVID AND REBECCA HELLER FAMILY FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 364954283 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| ROBERT AND SUSAN R HURWITZ FAMILY FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916908 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| THE IMMERMAN FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341533181 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| JEWISH COMMUNITY HOUSING INC | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341276120 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| MADAV IX FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341638258 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| MADAV XVII FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341827879 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| MADAV XVIII FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341827878 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| MALTZ FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311566163 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| JACK JOSEPH & MORTON MANDEL SUPPORTING | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341350566 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| MEISEL & PESSES FAMILY FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311583883 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| ALEX & ANNE MILLER FAMILY CHARITABLE FUN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311204735 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341806783 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAVID AND INEZ MYERS FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 346560945 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| EILEEN AND MYRON NICKMAN FAMILY SUPPORTI | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916911 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| PHYLLIS & DEBRA ANN NOVEMBER CHILDREN'S | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311566156 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| OSTARA | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311606934 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| THE HARRY RATNER HUMAN SERVICES FUND | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341360076 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| THE RIMON XLI FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916913 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| ROBERT S & SYLVIA K REITMAN FAMILY FOU | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311502117 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAVID AND ENID ROSENBERG FAMILY FOUNDATI | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 371777614 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| SCHOLNICK FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 611749334 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| NATHAN & FANNYE SHAFRAN FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341458950 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| LAWRENCE C SHERMAN FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341806781 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| MICHAEL & ANITA SIEGAL FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341832962 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| LAURA & ALVIN SIEGAL CLG JUD STDIES ED F | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 340946903 | SEE PART VII | OH | 501(c)(3) | 7 | SEE PART VII | false |
| NORMA AND ERNIE SIEGLER FAMILY FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341546349 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| ROBERT AND EILEEN SILL FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 464104662 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| SIMON FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341808584 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| LIPMAN STEIGER FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 880682344 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| NAOMI G & EDWIN Z SINGER FAMILY FUND | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341638257 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| IRVING I STONE SUPPORT FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341476465 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| NINA & NORMAN WAIN FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311502119 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| STANLEY E AND SALLY HARRIS WERTHEIM FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 300884987 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| WOLF FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341638259 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| BENNETT & DONNA YANOWITZ FAMILY FOUNDATI | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341562999 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAN AND ELLEN ZELMAN FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 383876650 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAVID AND IVY ZELMAN FAMILY FOUNDATION | ||||||||||
| 25702 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 871854300 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
| ZILBER FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341711966 | SEE PART VII | OH | 501(c)(3) | 12A TYPE 1 | SEE PART VII | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLEVELAND FEDERATION PE I LLC | ||||||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 463664554 | INVESTMENTS | OH | SEE PART VII | EXCLUDED FROM TAX | $524,883 | $3,558,886 | false | -$1,942 | false | 0.15000 |
| CLEVELAND FEDERATION PE II LLC | ||||||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 833457838 | INVESTMENTS | OH | SEE PART VII | EXCLUDED FROM TAX | $123,077 | $2,900,443 | false | -$9,520 | false | 0.12500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE R, PART II: | NAME OR RELATED TAX-EXEMPT ORGANIZATION: JEWISH FEDERATION OF CLEVELAND PRIMARY ACTIVITY: GRANTS & ALLOCATIONS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES NAME OR RELATED TAX-EXEMPT ORGANIZATION: JOANN AND THOMAS ADLER FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MILDRED & MARTIN BECKER FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE SEMI J. & RUTH W. BEGUN FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: CHELM FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: CLEVELAND HEBREW SCHOOLS EDUCATIONAL FDTN PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING THE PROMOTION OF QUALITY JEWISH EDUCATION. DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ELLEN E. & VICTOR J. COHN SUPPORTING FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: COMMISSION ON CEMETERY PRESERVATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING PRESERVATION OF JEWISH CEMETERIES. DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: FEDERATION HOLDINGS, INC. PRIMARY ACTIVITY: HOLDS LEGAL TITLE TO DONATED REAL ESTATE DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: IRVING B. FINE FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: FGI FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: RINA & SAMUEL M. FRANKEL FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: PEGGY AND JOHN GARSON FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: J. DAVID AND REBECCA HELLER FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ROBERT AND SUSAN R. HURWITZ FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE IMMERMAN FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: JEWISH COMMUNITY HOUSING INC. PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING PROVIDING SERVICES FOR SENIOR CITIZENS AND THE DISABLED DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MADAV IX FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MADAV XVII FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MADAV XVIII FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MALTZ FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: JACK, JOSEPH & MORTON MANDEL SUPPORTING FDN PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MEISEL FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ALEX & ANNE MILLER FAMILY CHARITABLE FUND PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: DAVID AND INEZ MYERS FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: EILEEN AND MYRON NICKMAN FAMILY SUPPORTING FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: PHYLLIS & DEBRA ANN NOVEMBER CHILDREN'S FUND PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: OSTARA PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE HARRY RATNER HUMAN SERVICES FUND PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING ASSISTING THE INDIGENT AND HOLOCAUST SURVIVORS WITH MEDICAL AND BASIC FAMILY NEEDS DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE RIMON XLI FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ROBERT S. & SYLVIA K. REITMAN FAMILY PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: DAVID AND ENID ROSENBERG FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: SCHOLNICK FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: NATHAN & FANNYE SHAFRAN FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: LAWRENCE C. SHERMAN FAMILY FOUNDATION. PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MICHAEL & ANITA SIEGAL FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: LAURA & ALVIN SIEGAL CLG JUD STDIES ED FDTN PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING THE PROMOTION OF QUALITY LIFE-LING JEWISH LEARNING OPPORTUNITIES DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: NORMA AND ERNIE SIEGLER FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ROBERT AND EILEEN SILL FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCA |
| SCHEDULE R, PART III: | NAME OR RELATED PARTNERSHIP: CLEVELAND FEDERATION PE I, LLC EIN: 46-3664554 ADDRESS: 25701 SCIENCE PARK DRIVE CLEVELAND, OH 44122-7302 DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OF RELATED PARTNERSHIP: CLEVELAND FEDERATION PE II LLC EIN: 83-3457838 ADDRESS: 25701 SCIENCE PARK DRIVE CLEVELAND, OH 44122-7302 DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND |