JAMES AND SUSAN RATNER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND SUSAN RATNER FAMILY FOUNDATION (EIN 20-8004503)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202541229349102184
- Schema version
- 2024v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T13:08:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454643895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMS INVESTMENT GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD SUITE 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208004503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND SUSAN RATNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 4403453687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES RATNER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4403453687 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN MACKO | PreparerPersonNm |
| PTIN | P01296901 | PTIN |
| Phone | 4403453687 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,322,238 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $69,733 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,733 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,338 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,338 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $130,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $965,814 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $130,292 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $251,363 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $721 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,489 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,255 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $234 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,301,120 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,301,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,308,330 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,301,354 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,056,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,126,809 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $792,067 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $792,067 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,807,421 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,085,196 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,530,171 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,934,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,877,263 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,322,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,934,230 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,877,263 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,934,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,877,263 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,934,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,877,263 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,934,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,056,967 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,877,263 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,877,263 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $965,814 | GrossSalesPriceAmt |
| Cost Or Other Basis | $835,522 | CostOrOtherBasisAmt |
| Gain Or Loss | $130,292 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $130,292 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $130,292 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,407 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,407 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,407 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,378 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,378 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,971 | OverpaymentAmt |
| Applied To ES Tax | $3,971 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RMS INVESTMENT GROUP ATTN BRUCE G | IndividualWithBooksNm |
| Phone | 4403453687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD SUITE 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES RATNER | |||||||||
| RMS INVESTMENT GROUP LLC 3401 | TUTTLE ROAD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | VP/DIR | 1.00 | $0 | $0 | $0 |
| SUSAN RATNER | |||||||||
| RMS INVESTMENT GROUP LLC 3401 | TUTTLE ROAD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | PRES/DIR/SEC | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,441,773 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,403,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,845,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,845,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,788,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,407 | TotalTaxAmt |
| Distributable Before Adj | $185,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $185,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $185,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,301,354 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,301,354 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,032 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,016,895 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,233,563 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $837,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,161,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,301,354 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,115,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,276,545 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $73,032 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,203,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,016,895 | ExcessFromYear3Amt |
| Excess From Year2 | $1,233,563 | ExcessFromYear2Amt |
| Excess From Year1 | $837,696 | ExcessFromYear1Amt |
| Excess From Current Year | $1,115,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES RATNER | ContributingManagerNm |
| Contributing Manager | SUSAN RATNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU OF OHIO | ||||||
| 4506 CHESTER AVE | CLEVELAND | OH | 44103 | PC | ANNUAL FUND | $2,500 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | RICHARD H. ADLER COMMUNITY LEADERSHIP AWARD | $2,500 |
| AMERICAN JEWISH WORLD SERVICE INC | ||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | PC | ANNUAL FUND | $2,500 |
| BETHANY BAPTIST CHURCH | ||||||
| 1211 EAST 105TH | CLEVELAND | OH | 441083682 | PC | 25TH ANNIV COMMUNITY OUTREACH | $2,500 |
| BETHANY BAPTIST CHURCH | ||||||
| 1211 EAST 105TH | CLEVELAND | OH | 441083682 | PC | ANNUAL FUND | $2,500 |
| BIKUR CHOLIM OF GREATER CLEVELAND | ||||||
| 1845 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | PC | ANNUAL FUND | $1,000 |
| CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE | ||||||
| 1779 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PC | 2024 ANNUAL SUPPORT | $5,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVENUE FL3 RM 346 | CLEVELAND | OH | 44106 | PC | TRUSTEE ANNUAL FUND | $15,000 |
| CLEVELAND MUSEUM OF ART | ||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 441061797 | PC | LOBBY RENOVATION PROJECT | $100,000 |
| CLEVELAND MUSEUM OF ART | ||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 441061797 | PC | ANNUAL FUND | $25,000 |
| CLEVELAND STATE UNIVERSITY FOUNDATION INC | ||||||
| 2121 EUCLID AVENUE UN 501 | CLEVELAND | OH | 44115 | PC | 2024 HALL OF FAME | $3,000 |
| DIVERSITY CENTER OF NORTHEAST OHIO | ||||||
| 3659 GREEN ROAD STE 220 | CLEVELAND | OH | 44122 | PC | 70TH ANNUAL HUMANITARIAN AWARD | $4,000 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | ANNUAL FUND | $1,000 |
| FACING HISTORY & OURSELVES NATIONAL FNDN | ||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | PC | ANNUAL FUND | $2,500 |
| FACING HISTORY & OURSELVES NATIONAL FNDN | ||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | PC | 25TH ANNIVERSARY BENEFIT DONATIONS | $5,000 |
| FORWARD ASSOC INC | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PC | ANNUAL FUND | $1,000 |
| FRIENDS OF BEZALEL ACADEMY OF ARTS & DESIGN INC | ||||||
| 244 5THAVE STE 2734 | NEW YORK | NY | 10001 | PC | BETTY & MAX RATNER GALLERY | $25,000 |
| GREATER CLEVELAND FOOD BANK INC | ||||||
| 13815 COIT RD | CLEVELAND | OH | 441103819 | PC | ANNUAL FUND | $15,000 |
| HAMMER MUSEUM | ||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | PC | ANNUAL FUND FY2024 | $16,667 |
| HANNA PERKINS SCHOOL | ||||||
| 19910 MALVERN ROAD | SHAKER HEIGHTS | OH | 441222823 | PC | 2024 SPECIAL EVENTS DONATIONS | $2,500 |
| HANNA PERKINS SCHOOL | ||||||
| 19910 MALVERN ROAD | SHAKER HEIGHTS | OH | 441222823 | PC | ANNUAL FUND | $3,500 |
| HEBREW FREE LOAN ASSOCIATION | ||||||
| 1422 EUCLID AVE SUITE 400 | CLEVELAND | OH | 44115 | PC | ANNUAL FUND | $1,500 |
| HOPEWELL INN | ||||||
| 147 BELL STREET SUITE 303 | CHAGRIN FALLS | OH | 44022 | PC | ANNUAL FUND | $5,000 |
| HT MINISTRIES | ||||||
| PO BOX 43 | BURTON | OH | 44021 | PC | ANNUAL FUND | $10,000 |
| IDEASTREAM PUBLIC MEDIA | ||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | PC | WCPN 90.3 & WVIZ TV 25 ANNUAL FUND | $2,000 |
| ISRAEL TENNIS CENTERS FOUNDATION INC | ||||||
| 3275 W HILLSBORO BLVD SUITE 102 | DEERFIELD BEACH | FL | 33442 | PC | ANNUAL FUND | $3,000 |
| J STREET EDUCATION FUND | ||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | ANNUAL FUND | $15,000 |
| JEWISH FEDERATION OF CLEVELAND | ||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | PC | CLEVELAND STANDS WITH ISRAEL | $101,250 |
| JEWISH FEDERATION OF CLEVELAND | ||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | PC | ISRAEL @ 75 | $12,500 |
| JEWISH FEDERATION OF CLEVELAND | ||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | PC | CAMPAIGN FOR JEWISH NEEDS & THE UKRAINE EMERGENCY RELIEF FUND | $137,500 |
| KENT STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 5190 | KENT | OH | 44242 | PC | ANNUAL FUND | $1,000 |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PC | HERITAGE AWARD | $10,000 |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PC | DEGENERATE EXHIBITION | $5,000 |
| MEDISYS HEALTH FOUNDATION | ||||||
| 8900 VAN WYCK EXPY | RICHMOND HILL | NY | 11418 | PC | MEDISYS FUND | $25,000 |
| MEDWISH INTERNATIONAL | ||||||
| 1625 E 31ST ST | CLEVELAND | OH | 44114 | PC | MEDBASH 2024 | $20,000 |
| MILESTONES AUTISM RESOURCES | ||||||
| 4853 GALAXY PKWY SUITE A | WARRENSVILLE HTS | OH | 44128 | PC | REACHING FOR THE STARS | $5,000 |
| MILESTONES AUTISM RESOURCES | ||||||
| 4853 GALAXY PKWY SUITE A | WARRENSVILLE HTS | OH | 44128 | PC | ANNUAL FUND | $8,333 |
| MT SINAI HEALTH CARE FOUNDATION | ||||||
| 10501 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $350 |
| MUSICAL ARTS ASSOCIATION | ||||||
| 11001 EUCLID AVE SEVERANCE HALL | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $25,000 |
| NEW ISRAEL FUND | ||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | PC | 2024 ANNUAL SUPPORT | $50,000 |
| ORT AMERICA | ||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | PC | ORT AWARD | $2,375 |
| PARK SYNAGOGUE | ||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | 2024 ANNUAL FUND | $8,333 |
| PARK SYNAGOGUE | ||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| PARK SYNAGOGUE | ||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | ALBERT B. RATNER LIFETIME LEGACY AWARD | $16,667 |
| PARK SYNAGOGUE | ||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | 2024 / 2025 SYNAGOGUE SUPPORT | $25,400 |
| PARK SYNAGOGUE | ||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | DAVIS HALL PROJECT | $40,495 |
| PEF ISRAEL ENDOWMENT FUNDS INC | ||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | COMMANDERS FOR ISRAEL'S SECURITY | $5,000 |
| PELHAM JEWISH CENTER | ||||||
| 451 ESPLANADE | PELHAM | NY | 10803 | PC | ANNUAL FUND | $1,000 |
| PHYSICIANS FOR HUMAN RIGHTS INC | ||||||
| 256 W 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | PC | ANNUAL FUND | $10,000 |
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||
| PO BOX 933233 | CLEVELAND | OH | 441930035 | PC | THE CARE. NO MATTER WHAT. CELEBRATION | $50,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441152197 | PC | ANNUAL FUND | $25,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441152197 | PC | CENTER STAGE BENEFIT | $22,500 |
| SAVE THE CHILDREN FEDERATION INC | ||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | ANNUAL FUND | $15,000 |
| SHAKER HEIGHTS DEVELOPMENT CORP | ||||||
| 3400 LEE ROAD | SHAKER HTS | OH | 44120 | PC | ANNUAL FUND | $5,000 |
| SHAKER SCHOOLS FOUNDATION | ||||||
| 15600 PARKLAND DRIVE | SHAKER HEIGHTS | OH | 44120 | PC | ANNUAL FUND | $2,500 |
| SOUTHERN POVERTY LAW CENTER INC | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PC | ANNUAL FUND | $2,500 |
| SPARKYOUTH NYC INC | ||||||
| 444 MADISON AVENUE 6TH FL | NEW YORK | NY | 10022 | PC | 30TH ANNIVERSARY AWARDS BENEFIT | $2,500 |
| TEACH FOR AMERICA INC | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | ANNUAL FUND | $1,000 |
| TEACH FOR AMERICA INC | ||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | ANNUAL FUND | $5,000 |
| THE ELLEN P HERMANSON FOUNDATION | ||||||
| 95 ELY BROOK TO HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | PC | ANNUAL FUND | $2,500 |
| THE RATNER SCHOOL | ||||||
| 27575 SHAKER BOULEVARD | PEPPER PIKE | OH | 44124 | PC | ANNUAL FUND | $18,750 |
| THE RATNER SCHOOL | ||||||
| 27575 SHAKER BOULEVARD | PEPPER PIKE | OH | 44124 | PC | 2024 KALEIDOSCOPE FUND | $5,000 |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | BEYOND OUR WALLS FUND | $10,000 |
| ULI FOUNDATION | ||||||
| 2001 L STREET NW SUITE 200 | WASHINGTON | DC | 20036 | PC | MARTY STERN FUND & GENE KOHN FUND | $5,000 |
| UNITED JEWISH CEMETERIES | ||||||
| 2749 MAYFIELD ROAD | CLEVELAND | OH | 44106 | PC | MAYFIELD CEMETERY | $1,000 |
| UNITED WAY OF GREATER CLEVELAND | ||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | ANNUAL FUND | $50,000 |
| UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER | ||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | RAINBOW BABIES & CHILDREN'S RIDE THE RAINBOW / RAISE THE PADDLE DONATION | $10,000 |
| UNIVERSITY HOSPITALS OF CLEVELAND | ||||||
| 3605 WARRENSVILLE CENTER ROAD | BEACHWOOD | OH | 44122 | PC | ALZHEIMERS DISCOVERY @ HARRINGTON DISCOVERY INSTITUTE | $250,000 |
| VALUES-IN-ACTION FOUNDATION | ||||||
| 6700 BETA DR SUITE 120 | MAYFIELD | OH | 44143 | PC | CELEBRATION OF GOODNESS | $1,000 |
| WINGSPAN CARE GROUP | ||||||
| 22001 FAIRMOUNT BLVD | SHAKER HEIGHTS | OH | 44118 | PC | ANNUAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,301,120 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,733 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $130,292 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $251,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,363 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,085,196 | BookValueAmt |
| EOYFMV | $2,530,171 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OR LOCAL FILING FEES | $234 | $0 | $234 |
| INVESTMENT FEES | $6,255 | $6,255 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $721 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |