THE ALBERT B & AUDREY G RATNER FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ALBERT B & AUDREY G RATNER FAMILY FOUNDATION (EIN 23-7218805)
- Tax period
- 2021-08-01 to 2022-07-31
- Filed
- 2022-12-09
- IRS object ID
- 202233439349100703
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-12-09T12:51:55-06:00 | ReturnTs |
| Tax Period End | 2022-07-31 | 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 | 2021-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237218805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALBERT B & AUDREY G RATNER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | 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 | ALBERT B RATNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4403453687 | PhoneNum |
| Signature | 2022-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALBERT | PersonFirstNm |
| Person Last | RATNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WEI ZHOU | PreparerPersonNm |
| PTIN | P01278676 | PTIN |
| Phone | 4403453686 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,047,160 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,967,086 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $900 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $900 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $423,266 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $410,868 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,949,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,768 | 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 |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,264,563 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,264,563 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,264,663 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,264,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $684,518 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $411,768 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $359,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $798,910 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $798,910 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $245,595 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $248,250 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $359,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,044,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,047,160 | 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 | $359,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,044,505 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $359,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,505 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $359,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,044,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $359,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $684,518 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,044,505 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,505 | 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 | $423,266 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,398 | CostOrOtherBasisAmt |
| Gain Or Loss | $410,868 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $410,868 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $410,868 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,724 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,724 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,724 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $294 | 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 | $294 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,430 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RMS INVESTMENT GROUP ATTNBRUCE GE | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|
| ALBERT B RATNER | |||||||||
| RMS INVESTMENT GROUP 3401 TUTTLE RD | STE 350 | SHAKER HEIGHTS | OH | 44122 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| AUDREY G RATNER | |||||||||
| RMS INVESTMENT GROUP 3401 TUTTLE RD | STE 350 | SHAKER HEIGHTS | OH | 44122 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRIAN RATNER | |||||||||
| RMS INVESTMENT GROUP 3401 TUTTLE RD | STE 350 | SHAKER HEIGHTS | OH | 44122 | TRUSTEE/TREASURER | 1.00 | $0 | $0 | $0 |
| DEBORAH RATNER SALZBERG | |||||||||
| RMS INVESTMENT GROUP 3401 TUTTLE RD | STE 350 | SHAKER HEIGHTS | OH | 44122 | SECRETARY/TRUSTEE | 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 | $234,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $446,709 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $681,699 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $681,699 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $671,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,724 | TotalTaxAmt |
| Distributable Before Adj | $27,850 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,850 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,850 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,264,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,264,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,850 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $168,668 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,138,166 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,172,416 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $691,582 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,170,832 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,264,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,850 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,236,813 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,407,645 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,407,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $168,668 | ExcessFromYear4Amt |
| Excess From Year3 | $2,138,166 | ExcessFromYear3Amt |
| Excess From Year2 | $1,172,416 | ExcessFromYear2Amt |
| Excess From Year1 | $691,582 | ExcessFromYear1Amt |
| Excess From Current Year | $1,236,813 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALBERT B RATNER | ContributingManagerNm |
| Contributing Manager | AUDREY G RATNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AM FRIENDS OF ISRAEL SPORTS CENTER FOR DISABLED | |||||||
| 1 NORTHFIELD PLAZA STE 300 | NORTHFIELD | IL | 60093 | N/A | PC | ANNUAL FUND | $5,000 |
| AMERICAN FRIENDS OF RABBANICAL COLLEGE TELZSTONE | |||||||
| 510 SECOND ST | LAKEWOOD | NJ | 08701 | N/A | PC | ANNUAL FUND | $8,000 |
| AMERICAN JEWISH COMMITTEEE | |||||||
| 165 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | 2021 AJC ADLER AWARD EVENT | $10,000 |
| AMERICAN SOCIETY FOR YAD VASHEM INC | |||||||
| 500 FIFTH AVENUE FLOOR 42 | NEW YORK | NY | 10010 | N/A | PC | ANNUAL FUND | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | ANNUAL FUND | $3,000 |
| BOY SCOUTS OF AMERICA-LAKE ERIE COUNCIL | |||||||
| PO BOX 93388 | CLEVELAND | OH | 441025388 | N/A | PC | LAKE ERIE CONCIL | $1,500 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE FL3 RM 346 | CLEVELAND | OH | 44106 | N/A | PC | BARBARA R. SNYDER SCHOLARSHIP FUND | $20,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE FL3 RM 346 | CLEVELAND | OH | 44106 | N/A | PC | LAURA& ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES | $6,500 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE FL3 RM 346 | CLEVELAND | OH | 44106 | N/A | PC | BARBARA R. SNYDER SCHOLARSHIP FUND | $20,000 |
| CENTER FOR FAMILIES & CHILDREN | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PC | ANNUAL FUND | $1,000 |
| CHABAD OF DOWNTOWN | |||||||
| 1111 SUPERIOR AVE STE 1320 | CLEVELAND | OH | 44114 | N/A | PC | TO SUPPORT THE YOUNG ADULT COMMUNITY | $10,000 |
| CHABAD OF DOWNTOWN | |||||||
| 1111 SUPERIOR AVE STE 1320 | CLEVELAND | OH | 44114 | N/A | PC | ANNUAL FUND | $10,000 |
| CHAMAH | |||||||
| 420 LEXINGTON AVE 300 | NEW YORK | NY | 10170 | N/A | PC | FUND FOR ROOM AT DAY CARE CENTER IN KIRYAT | $20,000 |
| CLEVELAND BOTANICAL GARDEN | |||||||
| 11030 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | ANNUAL FUND | $5,500 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | N/A | PC | VELOSANO | $500 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | N/A | PC | RATNER FAMILY HYPERTROPHIC CARDIOMYOPATHY FUND | $250,000 |
| CLEVELAND COUNCIL ON WORLD AFFAIRS | |||||||
| 812 HURON RD 620 | CLEVELAND | OH | 44115 | N/A | PC | ANNUAL GLOBAL IMPACT AWARD EVENT | $5,000 |
| CLEVELAND FOOD BANK INC | |||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PC | ANNUAL FUND | $50,000 |
| CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | N/A | PC | FRIENDS OF THE BAIL PROJECT-CLEVELAND | $25,000 |
| CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | N/A | PC | SAY YES TO CLEVELAND SCHOLARSHIP CAMPAIGN | $50,000 |
| CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | N/A | PC | CUYAHOGA COUNTY IMMIGRATION LEGAL SERVICES FUND | $50,000 |
| CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | N/A | PC | SAY YES TO CLEVELAND SCHOLARSHIP PROGRAM | $50,000 |
| CLEVELAND HILLEL FOUNDATION INC | |||||||
| 11303 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | ANNUAL FUND | $7,500 |
| CLEVELAND INSTITUTE OF ART | |||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | ANNUAL FUND | $1,000 |
| CLEVELAND INSTITUTE OF MUSIC | |||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | PC | CENTURY CIRCLE CAMPAIGN | $50,000 |
| CLEVELAND JAZZ ORCHESTRA | |||||||
| 2525 E ROYALTON ROAD UNIT 470218 | BROADVIEW HEIGHTS | OH | 44147 | N/A | PC | ANNUAL FUND | $1,000 |
| CLEVELAND MARSHALL COLLEGE OF LAW | |||||||
| 2121 EUCLID AVENUE STE 121 | CLEVELAND | OH | 44115 | N/A | PC | MAX RATNER ENDOWED SCHOLARSHIP FUND | $2,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DRIVE UNIVERSITY CIRCLE | CLEVELAND | OH | 441061767 | N/A | PC | ANNUAL FUND | $5,000 |
| CLEVELAND PLAY HOUSE | |||||||
| 1901 E 13TH STREET SUITE 200 | CLEVELAND | OH | 44114 | N/A | PC | ANNUAL FUND | $1,000 |
| CLEVELAND POLICE FOUNDATION | |||||||
| 2301 PAYNE AVE SUITE 201 | CLEVELAND | OH | 44114 | N/A | PC | ANNUAL FUND | $25,000 |
| CLEVELAND POPS ORCHESTRA | |||||||
| 24000 MERCANTILE BLVD | BEACHWOOD | OH | 44122 | N/A | PC | ANNUAL FUND | $1,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 WEST 25TH STREET 2ND FLOOR | CLEVELAND | OH | 44113 | N/A | PC | ANNUAL FUND | $1,000 |
| CLEVELAND STATE UNIVERSITY FOUNDATION INC | |||||||
| 2121 EUCLID AVENUE NO UN 501 | CLEVELAND | OH | 44115 | N/A | PC | CSU GIVING DAY IHO HARLAN M. SANDS BIRTHDAY | $5,000 |
| CLEVELAND STATE UNIVERSITY FOUNDATION INC | |||||||
| 2121 EUCLID AVENUE NO UN 501 | CLEVELAND | OH | 44115 | N/A | PC | CENTER FOR POPULATION DYNAMICS | $25,000 |
| CLEVELAND STATE UNIVERSITY FOUNDATION INC | |||||||
| 2121 EUCLID AVENUE NO UN 501 | CLEVELAND | OH | 44115 | N/A | PC | RADIANCE EVENT IHO NANCY MCCANN (NOT ATTENDING) | $5,000 |
| CLEVELAND YENTAS | |||||||
| PO BOX 331 | GATES MILLS | OH | 44040 | N/A | PC | ANNUAL FUND | $1,000 |
| CLEVELAND ZOOLOGICAL SOCIETY | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | N/A | PC | PRIMATE FOREST | $25,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | N/A | PC | ANNUAL FUND | $10,000 |
| FRIENDS OF HORSESHOE LAKE | |||||||
| PO BOX 201252 | SHAKER HEIGHT | OH | 441205200 | N/A | PC | ANNUAL FUND | $5,000 |
| FRIENDSHIP CIRCLE OF CLEVELAND | |||||||
| 27900 GATES MILLS BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | ANNUAL FUND | $13,000 |
| GLOBAL CLEVELAND | |||||||
| 1422 EUCLID AVE 1652 | CLEVELAND | OH | 44115 | N/A | PC | FOR WORK WITH AFGHAN REFUGEES | $25,000 |
| GROSS SCHECHTER DAY SCHOOL | |||||||
| 27601 FAIRMOUNT BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | ANNUAL FUND | $2,500 |
| HANDS TOGETHER INC | |||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PC | ANNUAL FUND | $2,000 |
| HAWKEN SCHOOL | |||||||
| COUNTY LINE ROAD PO BOX 8002 | GATES MILLS | OH | 440408002 | N/A | PC | ANNUAL FUND | $2,000 |
| HEBREW ACADEMY OF CLEVELAND | |||||||
| 1860 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | SCHOLARSHIP FUND CAMPAIGN | $40,000 |
| HEBREW ACADEMY OF CLEVELAND | |||||||
| 1860 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | PC | SCHOLARSHIP FUND | $40,000 |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 23300 CHAGRIN BLVD SUITE 204 | BEACHWOOD | OH | 44122 | N/A | PC | THE COST BURDEN EVENT (NOT ATTENDING) | $20,000 |
| HUNGER NETWORK OF GREATER CLEVELAND | |||||||
| 4415 EUCLID AVE STE 110 | CLEVELAND | OH | 44103 | N/A | PC | ANNUAL FUND | $1,000 |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | N/A | PC | STEPHEN H. HOFFMAN SCHOLARSHIP FUND | $20,000 |
| JOHN HOPKINS UNIVERSITY | |||||||
| 550 N BROADWAY SUITE 731 | BALTIMORE | MD | 21205 | N/A | PC | DAVID S. ZEE, M.D. PROFESSORSHIP ENDOWMENT | $5,000 |
| KARAMU HOUSE INC | |||||||
| 2355 EAST 89TH STREET | CLEVELAND | OH | 44106 | N/A | PC | SECOND LINE EVENT | $3,890 |
| KETTERING HEALTH NETWORK | |||||||
| 3535 SOUTHERN BLVD | DAYTON | OH | 45429 | N/A | PC | IN HONOR OF DR. THOMAS J. GRAHAM | $5,000 |
| LOYOLA UNIVERSITY CHICAGO | |||||||
| GIFT PROCESSING - PO BOX 4336 | CAROL STREAM | IL | 601224336 | N/A | PC | ANNUAL FUND | $5,000 |
| MALTZ MUSEUM OF JEWISH HERITAGE | |||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | N/A | PC | 2022 MALTZ HERITAGE AWARDS EVENT | $24,000 |
| MENORAH PARK FOUNDATION | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | N/A | PC | SHINING STAR CLE (NOT ATTENDING) | $5,000 |
| METROPOLITAN HEALTH FOUNDATION INC | |||||||
| 2500 METROHEALTH DRIVE K151 | CLEVELAND | OH | 44109 | N/A | PC | FOR ALL OF US CAMPAIGN | $5,000 |
| MILESTONES ORGANIZATION | |||||||
| 4853 GALAXY PKWY SUITE A | WARRENSVILLE HTS | OH | 44128 | N/A | PC | ANNUAL FUND | $25,000 |
| MILESTONES ORGANIZATION | |||||||
| 4853 GALAXY PKWY SUITE A | WARRENSVILLE HTS | OH | 44128 | N/A | PC | 2022 ANNUAL FUND | $25,000 |
| MONTEFIORE FOUNDATION | |||||||
| ONE DAVID N MYERS PARKWAY | BEACHWOOD | OH | 441221101 | N/A | PC | ANNUAL FUND | $10,000 |
| NAALEH CLEVELAND | |||||||
| 23980 CHAGRIN BLVD STE 203 | BEACHWWOD | OH | 44122 | N/A | PC | ANNUAL FUND | $1,000 |
| NORTHERN OHIO INTERNATIONAL DYSLEXIA ASSOCIATION | |||||||
| PO BOX 172 | RICHFIELD | OH | 44286 | N/A | PC | ANNUAL FUND | $3,000 |
| OFEQ INSTITUTE INC | |||||||
| 28772 JOHNSON DR | WICKLIFFE | OH | 44092 | N/A | PC | ANNUAL FUND | $12,500 |
| OKINAWA INSTITUTE OF SCIENCE AND TECH FND | |||||||
| 1 BRIDGE ST | IRVINGTON | NY | 10533 | N/A | PC | ANNUAL FUND | $25,000 |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | CROWN SOCIETY | $50,000 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441152197 | N/A | PC | DONOR CIRCLE | $2,200 |
| ROCK AND ROLL HALL OF FAME MUSEUM INC | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | N/A | PC | 2021 INDUCTION CEREMONY | $21,875 |
| SAM ELIMU CHARITY | |||||||
| 1001 CHESTNUT ST SUITE 101 | PHILADELPHIA | PA | 19107 | N/A | PC | ANNUAL FUND | $10,000 |
| ST IGNATIUS HIGH SCHOOL | |||||||
| 1911 WEST 30TH STREET | CLEVELAND | OH | 44113 | N/A | PC | ANNUAL FUND | $1,000 |
| ST JOSEPH'S ACADEMY | |||||||
| 3470 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | N/A | PC | ANNUAL FUND | $1,000 |
| ST JUDES CHILDREN RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | ANNUAL FUND | $1,000 |
| ST VINCENT CHARITY HOSPITAL DEVELOPMENT FUND | |||||||
| 2351 EAST 22ND STREET | CLEVELAND | OH | 44115 | N/A | PC | ANNUAL FUND | $5,000 |
| THE BAIL PROJECT | |||||||
| PO BOX 750 | VENICE | CA | 90294 | N/A | PC | BAIL ASSISTANCE IN CUYAHOGA COUNTY JAIL | $25,000 |
| THE LILLIAN & BETTY RATNER SCHOOL | |||||||
| 27575 SHAKER BOULEVARD | PEPPER PIKE | OH | 44124 | N/A | PC | 2022 GALA | $9,098 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | N/A | PC | 2022 OHIO EVENT (NOT ATTENDING) | $25,000 |
| UNIVERSITY CIRCLE INC | |||||||
| 10831 MAGNOLIA DR | CLEVELAND | OH | 44106 | N/A | PC | ANNUAL FUND | $10,000 |
| WORLD JEWISH CONGRESS | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | N/A | PC | ANNUAL FUND | $1,000 |
| YAVNE TEACHERS COLLEGE FOR WOMEN | |||||||
| 2602 BISHOP ROAD | WICKLIFFE | OH | 44092 | N/A | PC | ANNUAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,264,563 | 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 | $900 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$17,905 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$17,905 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ALBERT RATNER | |||||||
| 1 | 3401 TUTTLE ROAD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | $1,279,420 | Yes (X) | |
| AUDREY RATNER | |||||||
| 2 | 3401 TUTTLE ROAD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | $687,666 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 8400 SHARES OF HYATT STOCK | NoncashPropertyDesc |
| Fair Market Value | $687,666 | FairMarketValueAmt |
| Received | 2022-06-15 | ReceivedDt |
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 | $245,595 | BookValueAmt |
| EOYFMV | $248,250 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECRETARY OF STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |