JACK JOSEPH AND MORTON MANDEL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JACK JOSEPH AND MORTON MANDEL FOUNDATION (EIN 34-6546418)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-07-21
- IRS object ID
- 202202029349100105
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Substantial Contributors Sch
- Taxes Schedule
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-21T10:06:26-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346546418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK JOSEPH & MORTON MANDEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRADLEY S SMITH | InCareOfNm |
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 2168756500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK MADEJA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2168756500 | PhoneNum |
| Signature | 2022-07-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | MADEJA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID W PAGE | PreparerPersonNm |
| PTIN | P00642868 | PTIN |
| Phone | 2168756500 | PhoneNum |
| Preparation | 2022-05-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,587,785,798 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,900,025 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $20,167,914 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,167,914 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,167,914 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,106,855 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $275,758,137 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,106,855 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,242,988 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$17,087,020 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$17,087,020 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $185,931,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,187,749 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,080,894 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $975,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $975,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $880,195 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $880,195 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $102,731 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $102,731 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,588 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,840 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,346,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,315,210 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,930,772 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,898,205 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $1,898,205 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $18,878 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,298,690 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $204,546 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $204,546 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $83,299 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,104 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $136,047 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $135,965 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $194,446 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $194,391 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $39,397 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $39,397 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,258,585 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,228,987 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $25,228,987 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,754 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,191,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,331,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,331,738 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,779,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,953,205 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,753,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,144,955 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,331,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,331,738 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,533,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,213,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,856,011 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,300,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,936,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,936,039 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,794,967 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,487 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,794,967 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,794,967 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $42,514 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $61,049 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $61,049 | PrepaidExpensesEOYFMVAmt |
| Invst Land Cost Or Other Basis | $78,757 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $42,929 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $43,457 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $35,828 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $35,828 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,835,167,454 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,072,515,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,532,759,887 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $62,053 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,198,028 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,198,028 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,842,618,832 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,127,541,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,587,785,798 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $51,905 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $43,335 | AccountsPayableEOYAmt |
| Grants Payable BOY | $27,751,546 | GrantsPayableBOYAmt |
| Grants Payable EOY | $110,199,215 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,013,690 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $27,803,451 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,256,240 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,814,815,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,009,284,855 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,814,815,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,009,284,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,842,618,832 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,127,541,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,814,815,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,213,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $333,541,628 | OtherIncreasesAmt |
| Subtotal | $2,134,143,860 | SubtotalAmt |
| Other Decreases | $124,859,005 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,009,284,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM GAINS THROUGH PARTNERSHIPS | P | $16,601,769 | $16,601,769 | $16,601,769 | |||
| LONG-TERM GAINS THROUGH PARTNERSHIPS | P | $112,190,186 | $112,190,186 | $112,190,186 | |||
| SECTION 1231 GAINS THROUGH PARTNERSHIPS | P | $7,674,379 | $7,674,379 | $7,674,379 | |||
| SECTION 1256 GAINS THROUGH PARTNERSHIPS | P | $11,463,636 | $11,463,636 | $11,463,636 | |||
| PIMCO SHORT-TERM | P | $109,337,512 | $453,293 | $453,293 | $108,884,219 | ||
| PIMCO SHORT-TERM | P | $2,488 | -$25 | -$25 | $2,513 | 2016-04-04 | 2020-04-07 |
| SALE OF ARTWORK | D | $18,488,167 | -$3,276,383 | -$3,276,383 | $21,764,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,106,855 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,679,899 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,679,899 | SubtotalAmt |
| Tax Based On Investment Income | $1,679,899 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,672,680 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,672,680 | OriginalReturnTaxPaidAmt |
| Tax Due | $7,219 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MANDELFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADLEY S SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168756512 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRADLEY S SMITH | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | ASSISTANT SECRETARY | 1.0 | $0 | $0 | $0 |
| MARK A MADEJA | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | COO, TREASURER & SECRETARY | 20.0 | $0 | $0 | $0 |
| STEPHEN H HOFFMAN | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | CHAIRMAN | 5.0 | $0 | $0 | $0 |
| JEHUDA REINHARZ | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | CEO & PRESIDENT | 40.0 | $975,700 | $22,145 | $0 |
| MALA GARG | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ANNETTE HOCHSTEIN | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| RANDALL J KORACH | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DAN A POLSTER | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| CHARLES H RATNER | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JERRY SUE THORNTON | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| SCOTT S COWEN | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MORRIS W OFFIT | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| RENEE CHELM | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ERIKA RUDIN-LURIA | ||||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| THEODORE SASSON | |||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 441141117 | DIRECTOR OF PROGRAMS | 40.0 | $318,333 | $4,546 |
| EVA HEINSTEIN | |||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 441141117 | SR. RESEACH FELLOW | 40.0 | $113,750 | $17,850 |
| LIANA BRODSKY | |||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 441141117 | ASST. DIRECTOR | 40.0 | $109,358 | $15,084 |
| SANDRA KLUK | |||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 441141117 | PROG. ADMINISTRATOR | 40.0 | $75,000 | $2,457 |
| JULIA FERRA | |||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 441141117 | ASST. PROG. MGR | 40.0 | $57,333 | $6,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PARKWOOD TRUST COMPANY | |||||
| C/O PARKWOOD LLC 1000 LAKESIDE AVE | CLEVELAND | OH | 441141117 | INVESTMENT ADVISORY | $6,781,474 |
| STEPHEN HOFFMAN | |||||
| C/O PARKWOOD LLC 1000 LAKESIDE AVE | CLEVELAND | OH | 441141117 | CONSULTING | $485,000 |
| DANIEL PEKARSKY | |||||
| C/0 PARKWOOD LLC 1000 LAKESIDE AVE | CLEVELAND | OH | 441141117 | CONSULTING | $199,733 |
| MIRIAM BETH RAIDER-ROTH | |||||
| C/O PARKWOOD LLC 1000 LAKESIDE AVE | CLEVELAND | OH | 441141117 | CONSULTING | $103,699 |
| KATHERINE G SIMON | |||||
| C/O PARKWOOD LLC 1000 LAKESIDE AVE | CLEVELAND | OH | 441141117 | CONSULTING | $65,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,100,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,335,393,865 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,376,494,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $424,999,741 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,376,494,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,647,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,355,846,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,792,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,792,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,679,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,679,899 | TotalTaxAmt |
| Distributable Before Adj | $66,112,442 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,112,442 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,112,442 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,533,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $60,533,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,533,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,112,442 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,836,080 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,533,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,836,080 | AppliedToYear1Amt |
| Applied To Current Year | $15,697,270 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $50,415,172 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEHUDA REINHARZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168756500 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION FORM IS USED. THE FOLLOWING INFORMATION SHOULD ACCOMPANY ANY REQUEST: 1) DESCRIPTION OF PROJECT AND JUSTIFICATION FOR GRANT. 2) AMOUNT OF GRANT REQUESTED AND TERM OF GRANT. 3) PERTINENT FINANCIAL INFORMATION. 4) IRS EXEMPTION STATUS INCLUDING COPY OF EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 021381929 | NONE | PC | PROJECT SUPPORT | $789,173 | |||||
| AMERICAN COMMITTEE FOR THE WEIZMANN INST OF SCIENC | ||||||||||||
| 51 MADISON AVENUE | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| AMERICAN FRIENDS OF SHAALEI TORAH INC | ||||||||||||
| C/O SARAH B BISER 101 PARK AVENUE | NEW YORK | NY | 10178 | NONE | PC | PROJECT SUPPORT | $50,000 | |||||
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | PROJECT SUPPORT | $50,000 | |||||
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||||||||
| 545 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PC | PROJECT SUPPORT | $75,000 | SUITE 920 | ||||
| AMERICAN RED CROSS | ||||||||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 441152596 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| BIKUR CHOLIM OF CLEVELAND | ||||||||||||
| 1845 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | ||||||||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | PC | GENERAL OPERATING SUPPORT | $7,000 | |||||
| BRANDEIS UNIVERSITY | ||||||||||||
| 415 SOUTH STREET MS | WALTHAM | MA | 024542728 | NONE | PC | PROGRAM SUPPORT | $49,500 | |||||
| CASE WESTERN RESERVE UNIVERSITY | ||||||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | ENDOWMENT FUNDING; PROJECT SUPPORT | $1,030,700 | |||||
| CENTER FOR COMMUNITY SOLUTIONS | ||||||||||||
| 1501 EUCLID AVENUE SUITE 310 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| CHILDREN'S MUSEUM OF CLEVELAND | ||||||||||||
| 3813 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| CIRCLE HEALTH SERVICES | ||||||||||||
| 12201 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| THE CITY MISSION | ||||||||||||
| 5310 CARNEGIE AVENUE | CLEVELAND | OH | 44103 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |||||
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | ||||||||||||
| 1729 WILLEY AVENUE | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| CLEVELAND BOTANICAL GARDEN | ||||||||||||
| 11030 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| CLEVELAND CLINIC FOUNDATION | ||||||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 441955066 | NONE | PC | ENDOWMENT FUNDING; GENERAL OPERATING SUPPORT; CAPITAL CAMPAIGN | $5,005,000 | |||||
| CLEVELAND FOUNDATION | ||||||||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | NONE | PC | COVID-19 RAPID RESPONSE FUND SUPPORT | $1,020,000 | |||||
| CLEVELAND HEARING AND SPEECH CENTER | ||||||||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| CLEVELAND INSTITUTE OF ART | ||||||||||||
| 11610 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROGRAM SUPPORT | $112,500 | |||||
| CLEVELAND INSTITUTE OF MUSIC | ||||||||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| CLEVELAND JEWISH PUBLICATION COMPANY FOUNDATION | ||||||||||||
| 23880 COMMERCE PARK SUITE 1 | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT | $164,000 | |||||
| CLEVELAND MUSEUM OF ART | ||||||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 441061797 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | UNIVERSITY CIRCLE | ||||
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||||||
| 1 WADE OVAL | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | UNIVERSITY CIRCLE | ||||
| CLEVELAND NEIGHBORHOOD PROGRESS | ||||||||||||
| 11327 SHAKER BOULEVARD SUITE 500W | CLEVELAND | OH | 44104 | NONE | PC | GENERAL OPERATING SUPPORT | $235,000 | |||||
| CLEVELAND PUBLIC THEATRE | ||||||||||||
| 6415 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| CLEVELAND RESTORATION SOCIETY | ||||||||||||
| 3751 PROSPECT AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |||||
| CLEVELAND SIGHT CENTER | ||||||||||||
| PO BOX 1988 | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| CLEVELAND STATE UNIVERSITY | ||||||||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 441152214 | NONE | PC | PROJECT SUPPORT | $387,627 | UN 501 | ||||
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 441093132 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |||||
| COLLEGE NOW GREATER CLEVELAND | ||||||||||||
| 1500 WEST 3RD STREET SUITE 125 | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | ||||||||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | PC | PROJECT SUPPORT | $50,000 | |||||
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 441152878 | NONE | PC | PROJECT SUPPORT | $252,275 | |||||
| DIVERSITY CENTER OF NORTHEAST OHIO | ||||||||||||
| 3659 GREEN ROAD SUITE 220 | CLEVELAND | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT; PROJECT SUPPORT | $13,500 | |||||
| DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER | ||||||||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | NONE | PC | GENERAL OPERATING SUPPORT | $7,000 | |||||
| ECONOMIC GROWTH FOUNDATION | ||||||||||||
| 1240 HURON ROAD SUITE 300 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| FOUNDATION CENTER - CLEVELAND | ||||||||||||
| 6815 EUCLID AVENUE SUITE 306 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |||||
| FRIENDS OF BREAKTHROUGH | ||||||||||||
| 3615 SUPERIOR SUITE 3103A | CLEVELAND | OH | 44114 | NONE | PC | PROJECT SUPPORT | $220,846 | |||||
| FREIDNS OF RECREATION INC | ||||||||||||
| 251 ROYAL PALM WAY SUITE 400 | PALM BEACH | FL | 33480 | NONE | PC | ENDOWMENT FUNDING | $240,000 | |||||
| FRIENDS OF UNITED HATZALAH | ||||||||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | PC | PROJECT SUPPORT | $100,000 | |||||
| THE GATHERING PLACE | ||||||||||||
| 23300 COMMERCE PARK | CLEVELAND | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| GREAT LAKES SCIENCE CENTER | ||||||||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| GREATER CLEVELAND FOOD BANK INC | ||||||||||||
| 15500 SOUTH WATERLOO | CLEVELAND | OH | 44110 | NONE | PC | GENERAL OPERATING SUPPORT | $1,060,000 | |||||
| GREATER CLEVELAND VOLUNTEERS | ||||||||||||
| 4415 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441033758 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| GREATER NEW ORLEANS FOUNDATION | ||||||||||||
| 919 ST CHARLES AVENUE | NEW ORLEANS | LA | 70130 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| GROSS SCHECHTER DAY SCHOOL | ||||||||||||
| 27601 FAIRMOUNT BLVD | PEPPER PIKE | OH | 441244614 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| GROW DAT YOUTH FARM | ||||||||||||
| 1 PALM DRIVE | NEW ORLEANS | LA | 70124 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| HEBREW ACADEMY OF CLEVELAND | ||||||||||||
| 1860 SOUTH TAYLOR ROAD | CLEVELAND | OH | 44118 | NONE | PC | GENERAL OPERATING FUND; CAPITAL CAMPAIGN | $4,510,000 | |||||
| HEBREW FREE LOAN ASSOCIATION OF NORTHEAST OHIO | ||||||||||||
| 23300 CHAGRIN BOULEVARD SUITE 204 | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT | $24,500 | |||||
| HUNGER NETWORK OF GREATER CLEVELAND | ||||||||||||
| 4415 EUCLID AVENUE SUITE 100 | CLEVELAND | OH | 44103 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| IDEASTREAM | ||||||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| ISRAEL NATURE AND HERITAGE FOUNDATION OF AMERICA | ||||||||||||
| 5 COLD HILL SOUTH SUITE 270 | MENDHAM | NJ | 07945 | NONE | PC | PROJECT SUPPORT | $30,000 | |||||
| JERUSALEM FOUNDATION INC | ||||||||||||
| 420 LEXINGTON AVENUE | NEW YORK | NY | 10170 | NONE | PC | PROJECT SUPPORT | $500,000 | |||||
| JEWISH COMMUNITY CENTER OF GREATER BOSTON | ||||||||||||
| 333 NAHANTON STREET | NEWTON CENTRE | MA | 02459 | NONE | PC | PROJECT SUPPORT | $50,000 | |||||
| JEWISH COMMUNITY CENTERS ASSOCIATION | ||||||||||||
| 520 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $450,000 | |||||
| JEWISH FAMILY SERVICE ASSOCIATION | ||||||||||||
| 29125 CHAGRN BLVD | PEPPER PIKE | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT; PROJECT SUPPORT | $22,500 | |||||
| JEWISH FEDERATION OF CLEVELAND | ||||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT; PROJECT SUPPORT | $182,250 | |||||
| JEWISH FEDERATION OF DELAWARE | ||||||||||||
| 101 GARDEN OF EDEN ROAD | WILMINGTON | DE | 19803 | NONE | PC | PHILANTHROPIC FUND FUNDING | $55,000 | |||||
| JEWISH FEDERATION OF GREATER ATLANTA | ||||||||||||
| 1440 SPRING STREET NW | ATLANTA | GA | 30309 | NONE | PC | PROJECT SUPPORT | $60,000 | |||||
| JEWISH FEDERATION OF GREATER NEW ORLEANS | ||||||||||||
| 3747 W ESPLANADE AVENUE | METAIRIE | LA | 70002 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| JEWISH FEDERATION OF METROPOLITAN CHICAGO | ||||||||||||
| 30 SOUTH WELLS STREET | CHICAGO | IL | 60606 | NONE | PC | PROJECT SUPPORT | $100,000 | |||||
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | DONE | PC | PROJECT SUPPORT DEVELOPMENT | $162,500 | |||||
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | NONE | PC | PROJECT SUPPORT; FUNDING OF SPECIAL FUND IN ISRAEL TO DEAL WITH COVID-19 CRISIS | $7,850,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $150,000 | |||||
| JEWISH HOME LIFE COMMUNITIES INC | ||||||||||||
| 3150 HOWELL MILL ROAD | ATLANTA | GA | 30327 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |||||
| THE JEWISH MUSEUM | ||||||||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| JOSEPH AND FLORENCE MANDEL JEWISH DAY SCHOOL | ||||||||||||
| 26500 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| JUNIOR ACHEIVEMENT OF GREATER CLEVELAND INC | ||||||||||||
| 1422 EUCLID AVENUE SUITE 952 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| LEONARD AND SUSAN FUCHS MIZRACHI SCHOOL | ||||||||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| LUTHERAN METROPOLITAN MINISTRY | ||||||||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 441133102 | NONE | PC | GENERAL OPERATING SUPPORT; PROJECT SUPPORT | $30,000 | |||||
| MANDEL FOUNDATION - ISRAEL | ||||||||||||
| NONE | PF | ANNUAL OPERATING BUDGET | $6,881,023 | PO BOX 4556 | JERUSALEM | IS | 9104402 | |||||
| MANDEL SCHOOL FOR EDUCATIONAL LEADERSHIP | ||||||||||||
| NONE | PF | ANNUAL OPERATING SUPPORT | $17,783,250 | PO BOX 10613 | JERUSALEM | IS | 9110501 | |||||
| MAY DUGAN CENTER | ||||||||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| MEDWISH INTERNATIONAL | ||||||||||||
| PO BOX 10789 | CLEVELAND | OH | 44110 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| MIDTOWN CLEVELAND INC | ||||||||||||
| 5000 EUCLID AVENUE SUITE 100 | CLEVELAND | OH | 441033752 | NONE | PC | GENERAL OPERATING SUPPORT; PROJECT SUPPORT | $187,500 | |||||
| MONTEFIORE FOUNDATION | ||||||||||||
| ONE DAVID N MYERS PARKWAY | BEACHWOOD | OH | 441221101 | NONE | PC | GENERAL OPERATING SUPPORT | $75,000 | |||||
| MT SINAI HEALTH CARE FOUNDATION | ||||||||||||
| 11000 EUCLID AVENUE 3RD FLOOR | CLEVELAND | OH | 44106 | NONE | PC | PROJECT SUPPORT | $1,000,000 | ALLEN MEMORIAL MED LIBRARY BLDG | ||||
| MUSEUM OF CONTEMPORARY ART CLEVELAND | ||||||||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| MUSEUM OF THE AMERICAN REVOLUTION | ||||||||||||
| 101 SOUTH THIRD STREET | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | ||||||||||||
| PO BOX 15071 | NEW ORLEANS | LA | 70175 | NONE | PC | GENERAL OPERATING SUPPORT | $18,000 | |||||
| MUSIC SETTLEMENT | ||||||||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| MUSICAL ARTS ASSOCIATION | ||||||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT; CAPITAL CAMPAIGN | $1,025,000 | |||||
| NETWORK FOR RESEARCH IN JEWISH EDUCATION | ||||||||||||
| 4613 N UNIVERSITY DRIVE 348 | CORAL SPRINGS | FL | 33067 | NONE | PC | PROJECT SUPPORT | $25,000 | |||||
| NEW ORLEANS MUSEUM OF ART | ||||||||||||
| 1 COLLINS DIBOLL CIRCLE | NEW ORLEANS | LA | 70124 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| NONPROFIT FINANCE FUND | ||||||||||||
| 5 HANOVER SQUARE 9TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | PROJECT SUPPORT | $62,500 | |||||
| OHIO FOUNDATION OF INDEPENDENT COLLEGES INC | ||||||||||||
| 250 EAST BROAD STREET SUITE 1700 | COLUMBUS | OH | 432153722 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |||||
| POSSE FOUNDATION | ||||||||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| PRO BONO PUBLICO FOUNDATION | ||||||||||||
| PO BOX 531024 | NEW ORLEANS | LA | 70153 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| PUBLIC MEDIA NEW JERSEY | ||||||||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PC | PROJECT SUPPORT | $50,000 | |||||
| RAINEY INSTITUTE | ||||||||||||
| 1766 EAST 55TH STREET | CLEVELAND | OH | 44103 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||||
| RECOVERY RESOURCES | ||||||||||||
| 3950 CHESTER AVENUE | CLEVELAND | OH | 44114 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| RIP MEDICAL DEBT | ||||||||||||
| 80 THEODORE FREMD AVENUE | RYE | NY | 10580 | DONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| THE SALVATION ARMY | ||||||||||||
| 2507 EAST 22ND STREET | CLEVELAND | OH | 441153202 | NONE | PC | PROJECT SUPPORT | $65,000 | |||||
| SHOES AND CLOTHES FOR KIDS | ||||||||||||
| 3500 LORAIN AVE SUITE 301 | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| SPACE GALLERY | ||||||||||||
| 538 CONGRESS STREET | PORTLAND | ME | 04101 | NONE | PC | PROJECT SUPPORT | $10,000 | |||||
| ST GABRIEL CHURCH | ||||||||||||
| 9925 JOHNNYCAKE RIDGE ROAD | MENTOR | OH | 44060 | NONE | PC | PROJECT SUPPORT | $2,000 | |||||
| STRUGGLE TO SAVE ETHIOPIAN JEWRY INC | ||||||||||||
| 459 CPUMBUS AVENUE SUITE 316 | NEW YORK | NY | 10024 | NONE | PC | PROJECT SUPPORT | $150,000 | |||||
| THE TEMPLE - TIFERETH ISRAEL | ||||||||||||
| 26000 SHAKER BOULEVARD | BEACHWOOD | OH | 44122 | NONE | PC | PROGRAM SUPPORT | $60,000 | |||||
| TOWARDS EMPLOYMENT | ||||||||||||
| 1255 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||||
| TULANE UNIVERSITY | ||||||||||||
| 218 GIBSON HALL | NEW ORLEANS | LA | 70118 | NONE | PC | GENERAL OPERATING SUPPORT; PROJECT SUPPORT | $37,500 | |||||
| UNITED BLACK FUND OF GREATER CLEVELAND INC | ||||||||||||
| 1621 EUCLID AVENUE SUITE 1200 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| UNITED WAY OF GREATER CLEVELAND | ||||||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERTAING SUPPORT; CAPITAL CAMPAIGN | $2,162,750 | |||||
| UNIVERSITY CIRCLE INCORPORATED | ||||||||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 441061887 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | UNIVERSITY CIRCLE | ||||
| UNIVERSITY HOSPITALS HEALTH SYSTEM | ||||||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROJECT SUPPORT | $50,000 | |||||
| UNIVERSITY SETTLEMENT | ||||||||||||
| 4800 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | PC | PROJECT SUPPORT | $10,000 | |||||
| WEBER SCHOOL | ||||||||||||
| 6751 ROSWELL ROAD | ATLANTA | GA | 303282501 | NONE | PC | PROJECT SUPPORT | $15,000 | |||||
| WESTERN RESERVE FIRE MUSEUM AT CLEVELAND | ||||||||||||
| 310 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | CAPITAL CAMPAIGN | $246,500 | |||||
| YESHIVA DERECH HATORAH | ||||||||||||
| 1508 WARRENSVILLE CENTER ROAD | CLEVELAND HEIGHTS | OH | 44121 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| YOUTH OPPORTUNITIES UNLIMITED | ||||||||||||
| 1255 EUCLID AVENUE SUITE 310 | CLEVELAND | OH | 441151819 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| YWCA OF CLEVELAND | ||||||||||||
| 4019 PROSPECT AVENUE | CLEVELAND | OH | 44103 | NONE | PC | GENERAL OPERATING SUPPORT AND PROJECT SUPPORT | $102,000 | |||||
| MISCELLANEOUS CHARITIES THROUGH CHESTER CAPITAL | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $1,608 | |||||
| MISC CHARITIES THROUGH FOUNDATION INVESTMENTS | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $14,977 | |||||
| MISCELLANEOUS CHARITIES THROUGH LAKESIDE PARTNERS | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $1,960 | |||||
| MISCELLANEOUS CHARITIES THROUGH MANBRO II LP | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $562 | |||||
| MISCELLANEOUS CHARITIES THROUGH MANBRO PE II LP | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NON | PC | GENERAL | $4 | |||||
| MISCELLANEOUS CHARITIES THROUGH MANBRO PE III LP | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $1,083 | |||||
| MISCELLANEOUS CHARITIES THROUGH MANBRO PE IV LLC | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $53,775 | |||||
| MISCELLANEOUS CHARITIES THROUGH MANBRO RE I LP | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $2 | |||||
| MISCELLANEOUS CHARITIES THROUGH MANBRO RE II LP | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $152 | |||||
| MISCELLANEOUS CHARITIES THROUGH MANBRO RE III LLC | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $79 | |||||
| MISCELLANEOUS CHARITIES THROUGH MANBRO RE IV LLC | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 44114 | NONE | PC | GENERAL | $622 | |||||
| MISC CHARITIES THROUGH SIMON CHARITABLE PRIVATE | ||||||||||||
| 1000 LAKESIDE AVENUE E | CLEVELAND | OH | 441141117 | NONE | PC | GENERAL | $149 | |||||
| MISC CHARITIES THROUGH RESERVOIR CAPITAL PARTNERS | ||||||||||||
| 767 FIFTH AVENUE 33RD FLOOR | NEW YORK | NY | 10153 | NONE | PC | GENERAL | $1 | |||||
| ROLLINBUCKEYEZ FOUNDATION | ||||||||||||
| 2119 BRANDYWINE DRIVE | EUCLID | OH | 44143 | NONE | PC | PROGRAM RELATED EXPENSES | $5,000 | |||||
| FOOD DEPOT TO HEALTH | ||||||||||||
| 1051 WINSTON | SOUTH EUCLID | OH | 44121 | NONE | PC | PROGRAM RELATED EXPENSES | $5,000 | |||||
| RECESS CLEVELAND | ||||||||||||
| 2400 ORANGE AVENUE 6462 | CLEVELAND | OH | 44101 | NONE | PC | PROGRAM RELATED EXPENSES | $5,000 | |||||
| BESSIES ANGELS INC | ||||||||||||
| 17017 MILES ROAD | CLEVELAND | OH | 44128 | NONE | PC | PROGRAM RELATED EXPENSES | $5,000 | |||||
| HASANI MANAGEMENT INC | ||||||||||||
| 12207 SUMMERLAND AVENUE | CLEVELAND | OH | 44111 | NONE | PC | PROGRAM RELATED EXPENSES | $1,775 | |||||
| JULIA DE BURGOS CULTURAL ARTS CENTER | ||||||||||||
| 2800 ARCHWOOD AVENUE | CLEVELAND | OH | 44109 | NONE | PC | PROGRAM RELATED EXPENSES | $5,000 | |||||
| CYNTHIA TROTTER | ||||||||||||
| 1128 EAST 98TH STREET | CLEVELAND | OH | 44108 | NONE | I | PROGRAM RELATED EXPENSES | $2,847 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,753,990 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 021381929 | NONE | PC | CAPITAL CAMPAIGN; PROJECT SUPPORT | $3,860,147 | |||||
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | ||||||||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |||||
| CASE WESTERN RESERVE UNIVERSITY | ||||||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROJECT SUPPORT | $431,928 | |||||
| CITY CLUB OF CLEVELAND | ||||||||||||
| 850 EUCLID AVENUE | CLEVELAND | OH | 44114 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 | |||||
| CLEVELAND FOUNDATION | ||||||||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | NONE | PC | PROGRAM SUPPORT | $500,000 | |||||
| CLEVELAND JEWISH PUBLICATION COMPANY FOUNDATION | ||||||||||||
| 23880 COMMERCE PARK SUITE 1 | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT | $92,000 | |||||
| CLEVELAND MUSEUM OF ART | ||||||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 441061797 | NONE | PC | PROJECT SUPPORT | $40,000 | UNIVERSITY CIRCLE | ||||
| CLEVELAND STATE UNIVERSITY FOUNDATION | ||||||||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 441152214 | NONE | PC | PROJECT SUPPORT | $487,474 | UN 501 | ||||
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 441152878 | NONE | PC | PROJECT SUPPORT | $228,552 | |||||
| FRIENDS OF BREAKTHROUGH | ||||||||||||
| 3615 SUPERIOR SUITE 3103A | CLEVELAND | OH | 44114 | NONE | PC | PROJECT SUPPORT | $379,154 | |||||
| FRIENDS OF THE ISRAEL ANTIQUITUES AUTHORITY INC | ||||||||||||
| 51 WEST 52ND STREET 32ND FLOOR | NEW YORK | NY | 10019 | NONE | PC | CAPITAL CAMPAIGN | $1,000,000 | |||||
| GEAUGA COUNTY HUMANE SOCIETY | ||||||||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 44072 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| GREATER CLEVELAND FOOD BANK INC | ||||||||||||
| 15500 SOUTH WATERLOO | CLEVELAND | OH | 44110 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| JEWISH EDUCATION CENTER OF CLEVELAND | ||||||||||||
| 2030 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | PROJECT SUPPORT | $225,000 | |||||
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 100041010 | NONE | PC | PROJECT SUPPORT | $200,000 | |||||
| JEWISH FUNDERS NETWORK | ||||||||||||
| 150 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $150,000 | |||||
| LEGAL AID SOCIETY OF CLEVELAND | ||||||||||||
| 1223 W 6TH STREET | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| MANDEL JEWISH COMMUNITY CENTER OF CLEVELAND | ||||||||||||
| 26001 SOUTH WOODLAND ROAD | BEACHWOOD | OH | 44122 | NONE | PC | PROJECT SUPPORT | $480,000 | |||||
| MANDEL SCHOOL FOR EDUCATIONAL LEADERSHIP | ||||||||||||
| NONE | NC | ANNUAL OPERATING SUPPORT | $45,804,160 | PO BOX 10613 | JERUSALEM | IS | 9110501 | |||||
| MIDTOWN CLEVELAND INC | ||||||||||||
| 5000 EUCLID AVENUE SUITE 100 | CLEVELAND | OH | 441033752 | NONE | PC | GENERAL OPERATING SUPPORT | $200,000 | |||||
| MT SINAI HEALTH CARE FOUNDATION | ||||||||||||
| 11000 EUCLID AVENUE 3RD FLOOR | CLEVELAND | OH | 44106 | NONE | PC | PROJECT SUPPORT | $4,020,000 | |||||
| MUSICAL ARTS ASSOCIATION | ||||||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | ENDOWMENT FUNDING | $49,010,000 | |||||
| NONPROFIT FINANCE FUND | ||||||||||||
| 5 HANOVER SQUARE 9TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | PROJECT SUPPORT | $187,500 | |||||
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |||||
| UNITED JEWISH CEMETERIES | ||||||||||||
| 2749 MAYFIELD ROAD | CLEVELAND HEIGHTS | OH | 44106 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||||
| UNITED WAY OF GREATER CLEVELAND | ||||||||||||
| 1621 EUCLID AVENUE SUITE 1200 | CLEVELAND | OH | 44115 | NONE | PC | CAPITAL CAMPAIGN | $100,000 | |||||
| VOCATIONAL GUIDANCE SERVICES | ||||||||||||
| 2239 E 55TH STREET | CLEVELAND | OH | 44103 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500 | |||||
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | CAPITAL CAMPAIGN | $2,753,500 | |||||
| CYNTHIA TROTTER | ||||||||||||
| 1128 EAST 98TH STREET | CLEVELAND | OH | 44108 | NONE | I | PROGRAM RELATED EXPENSES | $4,400 | |||||
| BESSIES ANGELS INC | ||||||||||||
| 17017 MILES ROAD | CLEVELAND | OH | 44128 | NONE | PC | PROGRAM RELATED EXPENSES | $3,900 | |||||
| JULIA DE BURGOS CULTURAL ARTS CENTER | ||||||||||||
| 2800 ARCHWOOD AVENUE | CLEVELAND | OH | 44109 | NONE | PC | PROGRAM RELATED EXPENSES | $3,900 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $110,203,115 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENUE | Desc |
| Related Or Exempt Function Incm | $1,140 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,167,914 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,663,758 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $125,443,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$3,942,362 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,698,234 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,721,396 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $148,309,245 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,140 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $164,031,781 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF MORTON L MANDEL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVENUE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,900,025 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 187 PIECES OF ARTWORK | NoncashPropertyDesc |
| Fair Market Value | $21,900,025 | FairMarketValueAmt |
| Received | 2020-11-23 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 299 CREDIT FINANCE HLDGS LLC | $72,698 | $72,698 |
| ABLECO LLC | $122,497 | $122,497 |
| CHESTER CAPITAL LP | $63,281,122 | $63,281,122 |
| COLONY INVESTORS IV LP | $1,660 | $1,660 |
| COURTLAND ASSOCIATES LP | $2,026 | $2,026 |
| DEERFIELD PRIV DESIGN FD II LP | $354,693 | $354,693 |
| DELMAN ASSOCIATES LP | $22,504 | $22,504 |
| EUCLID PARTNERS I LP | $34,965,100 | $34,965,100 |
| FARALLON CAPITAL PARTNERS LP | $1,411,140 | $1,411,140 |
| FIO PE LLC | $23,847,262 | $16,901,827 |
| FIO RE LLC | $4,180,032 | $2,966,245 |
| FOUNDATION INVESTMENTS OF OHIO | $621,531,745 | $335,076,635 |
| IRONWOOD MFG FUND - SI II LP | $901,756 | $901,756 |
| LAKESIDE PARTNERS I LP | $16,054,107 | $16,054,107 |
| LANDMARK CO-INVEST PARTNERS IX | $152,894 | $152,894 |
| LONE STAR FUND III (U.S.) LP | $46,319 | $46,319 |
| MANBRO ENERGY CORPORATION | $1,000,027 | $832,028 |
| MANBRO II LP | $240,650 | $240,650 |
| MANBRO III LP | $18,665 | $18,665 |
| MANBRO PE I LP | $896,678 | $556,561 |
| MANBRO PE II LP | $3,050,743 | $1,792,362 |
| MANBRO PE III LLC | $22,306,331 | $13,353,193 |
| MANBRO PE IV LLC | $312,534,910 | $169,974,080 |
| MANBRO RE I LP | $3,883 | $2,417 |
| MANBRO RE II LP | $6,507,350 | $3,998,493 |
| MANBRO RE III LLC | $7,748,029 | $4,908,165 |
| MANBRO RE IV LLC | $34,299,430 | $19,063,224 |
| NEW CENTURY HOLDINGS XI LP | $295,496 | $295,496 |
| PE ISRAEL | $21,870,829 | $21,870,829 |
| PIMCO SHORT TERM | $101,388 | $101,388 |
| RESERVOIR CAP PTNRS (CAYMAN) | $308,803 | $308,803 |
| SCULPTOR OVERSEAS FUND LTD | $333 | $333 |
| SIMON CHARITABLE PRIVATE LLC | $870,267,063 | $798,992,956 |
| TPG PARTNERS III LP | $0 | $0 |
| VANGUARD FIXED INCOME | $24,117,021 | $24,117,021 |
| WARBURG PINCUS INT'L PARTNERS | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,588 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,840 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $52,803 | $53,303 | $53,303 |
| DEPOSITS | $9,250 | $9,250 | $9,250 |
| JCRIF LOAN FUND | $0 | $8,000,000 | $8,000,000 |
| DONATED ARTWORK TO BE SOLD | $0 | $135,475 | $135,475 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DEDUCTIBLE EXPENSES | $143,736 |
| BOOK/TAX DIFFERENCES | $124,715,269 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PORTFOLIO DEDUCTIONS | $13,333 | $13,333 | $13,333 | |
| TRUSTEE FEES | $6,781,474 | $6,781,474 | $6,781,474 | |
| OTHER DED. THRU PARTNERSHIPS | $18,434,180 | $18,434,180 | $18,434,180 | |
| MISCELLANEOUS EXPENSES | $5,942 | $5,942 | ||
| OFFICE EXPENSE | $25,339 | $24,495 | ||
| TRAINING/PROF DEVELOPMENT | $815 | $815 | ||
| INSURANCE | -$2,498 | -$2,498 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME THRU PARTNERSHIPS | -$1,424,058 | -$1,424,058 | -$1,424,058 |
| RENTAL INCOME THRU PARTNERSHIPS | -$3,298,436 | -$3,298,436 | -$3,298,436 |
| OTHER PORTFOLIO INCOME THRU PARTNERSHIPS | $381,498 | $381,498 | $381,498 |
| OTHER INCOME THRU PARTNERSHIPS | $2,720,431 | $2,720,431 | $2,720,431 |
| ROYALTY INCOME THRU PARTNERSHIPS | $256,548 | $256,548 | $256,548 |
| ADJUST FOR UBTI - NOT TAXABLE | -$15,721,396 | -$15,721,396 | |
| STATE TAX REFUNDS | $113,089 | ||
| PROGRAM SERVICE REVENUE | $1,140 | ||
| NET OIL & GAS INCOME | -$1,659 | -$1,659 | -$1,659 |
| CREDIT CARD POINTS REDEMPTION | $8,407 | ||
| LEGAL SETTLEMENT PROCEEDS | $52 | $52 | $52 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX EXEMPT INCOME | $5,204,287 |
| UNREALIZED GAIN/LOSS | $328,337,341 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| JCRIF LOAN FUND | $0 | $8,000,000 |
| INTEREST PAYABLE | $0 | $13,690 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| CONSULTING FEES | $2,074,930 | $2,060,664 |
| INDEPENDENT CONTRACTORS | $82,407 | $64,548 |
| PAYROLL SERVICES | $2,860 | $2,860 |
| OTHER PROFESSIONAL FEES | $186,298 | $187,138 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | DISCOUNTS TAKEN FOR ILLIQUIDITY, RESTRICTIONS, AND LACK OF MARKETABILITY BASED ON VALUATION. AVG FMV OF FOUNDATION INVESTMENTS OF OHIO 492,899,978 DISCOUNTED VALUE - FOUNDATION INVESTMENTS OF OHIO -277,116,370 AVG FMV OF SIMON CHARITABLE PRIVATE LLC 749,288,360 DISCOUNTED VALUE - SIMON CHARITABLE PRIVATE LLC -699,327,488 AVG FMV OF MANBRO PE I LP 1,875,565 DISCOUNTED VALUE - MANBRO PE I LP -1,197,218 AVG FMV OF MANBRO PE II LP 3,177,383 DISCOUNTED VALUE - MANBRO E II LP -1,931,600 AVG FMV OF MANBRO PE III LP 24,526,330 DISCOUNTED VALUE - MANBRO PE III LP -15,151,485 AVG FMV FIO PE LLC 1,092,372 DISCOUNTED VALUE - FIO PE LLC -774,961 AVG FMV MANBRO PE IV LLC 285,822,976 DISCOUNTED VALUE - MANBRO PE IV LLC -158,960,799 AVG FMV MANBRO RE I LP 3,467 DISCOUNTED VALUE - MANBRO RE I LP -2,238 AVG FMV MANBRO RE II LP 7,258,583 DISCOUNTED VALUE - MANBRO RE II LP -4,592,396 AVG FMV MANBRO RE III LP 7,872,251 DISCOUNTED VALUE - MANBRO RE III LP -4,951,636 AVG FMV MANBRO RE IV LLC 34,311,833 DISCO | ShortExplanationTxt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF MORTON L MANDEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVENUE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| FEDERAL & STATE UBIT TAX | $1,085,575 | |||
| FILING FEES | $3,623 | $3,623 | ||
| STATE TAXES THRU PARTNERSHIPS | $204,546 | $204,546 | $204,546 | |
| FEDERAL EXCISE TAX | $925,270 | |||
| PAYROLL TAXES | $79,676 | $79,676 |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| FOUNDATION INVESTMENTS OF OHIO LTD | ||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | 341833710 | NO TRANSFERS WERE MADE; CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING | $0 |
| SIMON CHARITABLE PRIVATE LLC | ||||||
| 1000 LAKESIDE AVE E | CLEVELAND | OH | 441141117 | 203948257 | NO TRANSFERS WERE MADE; CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |