THE ALBERT B & AUDREY G RATNER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE ALBERT B & AUDREY G RATNER FAMILY FOUNDATION (EIN 23-7218805)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2019-12-13
- IRS object ID
- 201903479349100305
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-13T14:55:33-06:00 | ReturnTs |
| Tax Period End | 2019-07-31 | 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 | 2018-08-01 | 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 | 4403453686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD NO 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 | 4403453686 | PhoneNum |
| Signature | 2019-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01207891 | PTIN |
| Phone | 4403453686 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,905,200 | 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 | $2,013,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $48,656 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48,656 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,751,362 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,043,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,033,198 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,813,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,081,854 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,307 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,307 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,234,312 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,234,312 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,269,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,258,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,543,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,081,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $82,891 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,905,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,905,200 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,279,074 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,361,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,905,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,905,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,361,965 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,905,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,361,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,905,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,361,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,905,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,361,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,543,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,905,200 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,905,200 | 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 |
| Sold | 2018-12-10 | SoldDt |
| Gross Sales Price | $5,043,636 | GrossSalesPriceAmt |
| Cost Or Other Basis | $10,438 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,033,198 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,033,198 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,033,198 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $304,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,861,428 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106302 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,893,296 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015010 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $93,995 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,434,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038607 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,881,362 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041997 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $540,545 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,870,464 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.288990 | DistributionYr5Rt |
| Total Distribution | 0.490906 | TotalDistributionRt |
| Average Distribution | 0.098181 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,425,445 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $336,314 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50,819 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $387,133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,258,619 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $50,819 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,819 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,819 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $43,219 | 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 | 4403453686 | 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 | $1,166,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,310,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,477,609 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,477,609 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,425,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,272 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,272 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,819 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,819 | TotalTaxAmt |
| Distributable Before Adj | $120,453 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,453 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,453 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,258,619 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,258,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $50,819 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,207,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $454,637 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $168,668 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $623,305 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,258,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,138,166 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,761,471 | 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 | $454,637 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,306,834 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $168,668 | ExcessFromYear1Amt |
| Excess From Current Year | $2,138,166 | 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 (160 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AIDS TASKFORCE OF GREATER CLEVELAND INC | ||||||||
| 2920 EUCLID AVENUE | CLEVELAND | OH | 441152413 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC | ||||||||
| 225 N MICHIGAN AVENUE | CHICAGO | IL | 606017562 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 731231718 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| 165 E 56TH ST | NEW YORK | NY | 100222709 | N/A | PC | 2019 ANNUAL CAMPAIGN | $10,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| AMUDIM COMMUNITY RESOURCES INC | ||||||||
| 11 BROADWAY STE 1076 | NEW YORK | NY | 100041303 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 | |
| AMUDIM COMMUNITY RESOURCES INC | ||||||||
| 11 BROADWAY STE 1076 | NEW YORK | NY | 100041303 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 | |
| ARMY HISTORICAL FOUNDATION INC | ||||||||
| 2425 WILSON BLVD | ARLINGTON | VA | 222013876 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND | ||||||||
| 4614 PROSPECT AVENUE STE 410 | CLEVELAND | OH | 44103 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE | ||||||||
| 1779 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200362109 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 | |
| CHAMAH | ||||||||
| 473 EMPIRE BLVD | BROOKLYN | NY | 112253217 | N/A | PC | GENERAL & UNRESTRICTED | $6,000 | |
| CITY MISSION | ||||||||
| 5310 CARNEGIE AVENUE | CLEVELAND | OH | 441034360 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| CITY MUSIC CLEVELAND | ||||||||
| 2865 FAIRFAX RD | CLEVELAND HTS | OH | 441184013 | N/A | PC | VERDI PERFORMANCE SUPPORT | $5,000 | |
| CLEVELAND BOTANICAL GARDEN | ||||||||
| 11030 EAST BLVD | CLEVELAND | OH | 441061706 | N/A | PC | ANNUAL FUND | $5,500 | |
| CLEVELAND BOTANICAL GARDEN | ||||||||
| 11030 EAST BLVD | CLEVELAND | OH | 441061706 | N/A | PC | ANNUAL FUND | $5,500 | |
| CLEVELAND FOUNDATION | ||||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | N/A | PC | SAY YES TO CLEVELAND SCHOLARSHIP PROGRAM | $50,000 | |
| CLEVELAND HEARING AND SPEECH CENTER | ||||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| CLEVELAND HILLEL FOUNDATION INC | ||||||||
| 11303 EUCLID AVENUE | CLEVELAND | OH | 441061765 | N/A | PC | GENERAL & UNRESTRICTED | $7,500 | |
| CLEVELAND HUNGARIAN DEVELOPMENT PANEL | ||||||||
| PO BOX 23234 | CHAGRIN FALLS | OH | 440230234 | N/A | PC | PAPRIKA 2019 | $5,000 | |
| CLEVELAND INSTITUTE OF ART | ||||||||
| 11610 EUCLID AVENUE | CLEVELAND | OH | 441064349 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BLVD | CLEVELAND | OH | 441061705 | N/A | PC | 2018 ANNUAL FUND | $50,000 | |
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BLVD | CLEVELAND | OH | 441061705 | N/A | PC | ANNUAL FUND | $3,000 | |
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BLVD | CLEVELAND | OH | 441061705 | N/A | PC | ANNUAL FUND | $7,000 | |
| CLEVELAND INTERNATIONAL FILM FESTIVAL INC | ||||||||
| 2510 MARKET AVENUE | CLEVELAND | OH | 441133434 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 | |
| CLEVELAND MARSHALL LAW ALUMNI ASSOCIATION | ||||||||
| 2121 EUCLID AVENUE 121 | CLEVELAND | OH | 441152214 | N/A | PC | MAX RATNER ENDOWED SCHOLARSHIP FUND | $4,000 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BLVD | CLEVELAND | OH | 441061711 | N/A | PC | ANNUAL FUND | $20,000 | |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| CLEVELAND PLAY HOUSE | ||||||||
| 1901 E 13TH ST STE 200 | CLEVELAND | OH | 441143542 | N/A | PC | ANNUAL GALA COPACABANA | $3,500 | |
| CLEVELAND PUBLIC LIBRARY FOUNDATION | ||||||||
| 325 SUPERIOR AVE E | CLEVELAND | OH | 441141205 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| CLEVELAND RAPE CRISIS CENTER | ||||||||
| 1228 EUCLID AVE STE 200 | CLEVELAND | OH | 441151827 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| CLEVELAND SCHOOL OF THE ARTS BOARD OF TRUSTEES | ||||||||
| PO BOX 18265 | CLEVELAND | OH | 441180265 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| CLEVELAND SOCIETY FOR THE BLIND | ||||||||
| 1909 E 101ST ST | CEVELAND | OH | 441064110 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| CLEVELAND STATE UNIVERSITY FOUNDATION | ||||||||
| 2121 EUCLID AVENUE 501 | CLEVELAND | OH | 44115 | N/A | PC | CENTER FOR POPULATION DYNAMICS/GOODMAN COLLEGE | $75,000 | |
| CLEVELAND YENTAS | ||||||||
| PO BOX 28 | AKRON | OH | 443090028 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| COALITION TO SALUTE AMERICAS HEROES FOUNDATION | ||||||||
| 552 FORT EVANS ROAD SUITE 300 | LEESBURG | VA | 20176 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| COAR PEACE MISSION | ||||||||
| 28700 EUCLID AVENUE | WICKLIFFE | OH | 440922527 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | |
| COLONIAL WILLIAMSBURG FOUNDATION | ||||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 231871776 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| CONGREGATION KOL ARYEH OF LAKEWOOD | ||||||||
| 521 HOPE CHAPEL ROAD | LAKEWOOD | NJ | 087011559 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| CONSORTIUM OF AFRICAN AMERICAN ORGANIZATIONS | ||||||||
| 2930 PROSPECT AVENUE STE 207 | CLEVELAND | OH | 441152608 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| COUNCIL GARDENS | ||||||||
| 2501 NORTH TAYLOR ROAD | CLEVELAND | OH | 441181391 | N/A | GENERAL & UNRESTRICTED | $100 | ||
| CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION | ||||||||
| 2111 SNOW ROAD | CLEVELAND | OH | 441342728 | N/A | PC | SARI FELDMAN HONORARY FUND OF THE CUYAHOGA COUNTY | $10,000 | |
| DALLAS HOLOCAUST MUSEUM | ||||||||
| 300 N HOUSTON ST | DALLAS | TX | 752022006 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 | |
| DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER | ||||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| EARLY CHILDHOOD ENRICHMENT CENTER INC | ||||||||
| 19824 SUSSEX ROAD | SHAKER HEIGHTS | OH | 441224917 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| EASTER SEAL SOCIETY OF NORTHEAST OHIO | ||||||||
| 2173 N RIDGE RD E STE G | LORAIN | OH | 440553400 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| ELIE WIESEL FOUNDATION FOR HUMANITY INC | ||||||||
| 555 MADISON AVENUE 20TH FL | NEW YORK | NY | 100223301 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| EMMANUEL BAPTIST CHURCH INC | ||||||||
| 7901 QUINCY AVENUE | CLEVELAND | OH | 441042135 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| EZER MIZION INC | ||||||||
| 5225 NEW UTRECHT AVENUE 3RD FL | BROOKLYN | NY | 11219 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| FISHER HOUSE OF GREATER CLEVELAND INC | ||||||||
| PO BOX 1852 | CLEVELAND | OH | 441060052 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | ||||||||
| 11200 SW 8TH ST MARC 531 | MIAMI | FL | 33199 | N/A | PC | IRV ZELDMAN SCHOLARSHIP | $5,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 3615 SUPERIOR AVENUE E STE 3013A | CLEVELAND | OH | 441144131 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 3615 SUPERIOR AVENUE E STE 3013A | CLEVELAND | OH | 441144131 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| GATHERING PLACE | ||||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 441225811 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| GETTING BACK UP | ||||||||
| 2720 HORSESHOE BLVD | WESTLAKE | OH | 441453627 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| GETTING BACK UP | ||||||||
| 2720 HORSESHOE BLVD | WESTLAKE | OH | 441453627 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| GLOBAL AMBASSADORS LANGUAGE ACADEMY | ||||||||
| 13442 LORAIN AVE | CLEVELAND | OH | 441113432 | N/A | PC | GENERAL & UNRESTRICTED | $25,000 | |
| GREATER CLEVELAND FOOD BANK INC | ||||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 441103800 | N/A | PC | HARVEST FOR HUNGER CAMPAIGN | $50,000 | |
| GROSS SCHECHTER DAY SCHOOL | ||||||||
| 27601 FAIRMOUNT BLVD | PEPPER PIKE | OH | 441244614 | N/A | PC | ANNUAL FUND | $2,500 | |
| GROSS SCHECHTER DAY SCHOOL | ||||||||
| 27601 FAIRMOUNT BLVD | PEPPER PIKE | OH | 441244614 | N/A | PC | ANNUAL FUND | $2,500 | |
| GROW DAT YOUTH FARM | ||||||||
| 1 PALM DRIVE | NEW ORLEANS | LA | 701244608 | N/A | PC | GIVE NOLA DAY | $500 | |
| GUIDING EYES FOR THE BLIND INC | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HTS | NY | 105983411 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| HABITAT FOR HUMANITY INTERNATIONAL INC | ||||||||
| 2110 WEST 110TH 2ND FL | CLEVELAND | OH | 441023510 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| HAWKEN SCHOOL | ||||||||
| PO BOX 8002 | GATES MILLS | OH | 440408002 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 | |
| HEARING HEALTH FOUNDATION | ||||||||
| 363 SEVENTH AVE 10TH FLOOR | NEW YORK | NY | 100013904 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| HEBREW ACADEMY OF CLEVELAND | ||||||||
| 1860 S TAYLOR ROAD | CLEVELAND HTS | OH | 441185300 | N/A | PC | GENERAL & UNRESTRICTED | $40,000 | |
| HELP MALAWI | ||||||||
| 950 MAIN AVE STE 190 | CLEVELAND | OH | 44113 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| HOLDEN ARBORETUM | ||||||||
| 9500 SPERRY ROAD | KIRTLAND | OH | 440945149 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC | ||||||||
| 9603 WOODS DRIVE | SKOKIE | IL | 60077 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| HUNGER NETWORK OF GREATER CLEVELAND | ||||||||
| 614 W SUPERIOR AVE STE 744 | CLEVELAND | OH | 441131306 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| IDEASTREAM | ||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| INDEPENDENT MONTEFIORE SHELTER HOMEHEBREW SHELTER HOME | ||||||||
| 3659 SOUTH GREEN ROAD | BEACHWOOD | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| INTERNATIONAL ASSOCIATION OF JEWISH GENEALOGICAL SOCIETIES INC | ||||||||
| 1800 BEN FRANKLIN DRIVE NO A1002 | SARASOTA | FL | 342362366 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| ISRAEL GUIDE DOG CENTER FOR THE BLIND | ||||||||
| 968 EASTON RD STE H | WARRINGTON | PA | 189761875 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| JBI INTERNATIONAL INC | ||||||||
| 110 EAST 30TH STREET | NEW YORK | NY | 100167393 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| JEWISH FAMILY & CHILDRENS SERVICES | ||||||||
| 2150 POST ST | SAN FRANCISCO | CA | 941153508 | N/A | GENERAL & UNRESTRICTED | $250 | ||
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 35701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | N/A | PC | COMMUNITY SECURITY INITIATIVE AND STEPHEN H. HOFFMAN SCHOLARSHIP FUND | $30,000 | |
| JEWISH LEARNING CONNECTION INC | ||||||||
| 2195 S GREEN ROAD | CLEVELAND | OH | 441213313 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 | |
| JEWISH LEARNING CONNECTION INC | ||||||||
| 2195 S GREEN ROAD | CLEVELAND | OH | 441213313 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| JOHN CARROLL UNIVERSITY | ||||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HTS | OH | 441184538 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 100 NORTH CHARLES STREET STE 401-A | BALTIMORE | MD | 21201 | N/A | PC | DR. DAVID S. ZEE, MD PROFESSORSHIP | $5,000 | |
| JOSEPH & FLORENCE MANDEL JEWISH DAY SCHOOL | ||||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 441227116 | N/A | PC | CAPITAL CAMPAIGN FOR RENOVATION | $50,000 | |
| KENT STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 5190 | KENT | OH | 442420001 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| KOLLEL YCM | ||||||||
| 2573 LARCHMONT ROAD | BEACHWOOD | OH | 441221515 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| KYM SELLERS FOUNDATION | ||||||||
| 13815 KINSMAN ROAD | CLEVELAND | OH | 441204417 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 | |
| LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDATION | ||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | N/A | PC | GENERAL & UNRESTRICTED | $6,500 | |
| LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDATION | ||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | N/A | PC | ANNUAL FUNMD | $6,500 | |
| LEONARD AND SUSAN FUCHS MIZRACHI SCHOOL | ||||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 | |
| LIBERIA ECONOMIC DEVELOPMENT INITIATIVE CORPORATION | ||||||||
| PO BOX 14037 | CLEVELAND | OH | 441140037 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| LITERACY COOPERATIVE OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 441151819 | N/A | PC | CLE-BEE CORPORATE SPELLING BEE | $1,000 | |
| LOYOLA UNIVERSITY OF CHICAGO | ||||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | N/A | PC | ANNUAL FUND | $5,000 | |
| LOYOLA UNIVERSITY OF CHICAGO | ||||||||
| 820 M MICHIGAN AVE | CHICAGO | IL | 60611 | N/A | PC | ANNUAL FUND | $5,000 | |
| MALACHI HOUSE INC | ||||||||
| 2810 CLINTON AVE | CLEVELAND | OH | 441132939 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | N/A | PC | MALTZ HERITAGE AWARD DINNER | $22,500 | |
| MARCH OF DIMES FOUNDATION | ||||||||
| 5425 WARNER ROAD STE 10 | CLEVELAND | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| MATAN B SAYSER INC | ||||||||
| 1928 JANETTE AVE | CLEVELAND HTS | OH | 441182220 | N/A | GENERAL & UNRESTRICTED | $15,000 | ||
| METROHEALTH FOUNDATION INC | ||||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 441091998 | N/A | PC | FOR ALL OF US CAMPAIGN | $10,000 | |
| MICHIGAN STATE UNIVERSITY | ||||||||
| SPARTAN WAY 535 CHESTNUT ROAD RM | EAST LANSING | MI | 488241005 | N/A | PC | GENERAL & UNRESTRICTED | $50,000 | 300 |
| MONTEFIORE FOUNDATION | ||||||||
| 1 DAVID N MEYERS PKY | BEACHWOOD | OH | 44122 | N/A | PC | SHINING STAR CLE 2018 | $4,000 | |
| MOTHERS AGAINST DRUNK DRIVING | ||||||||
| 511 E JOHN CARPENTER FREEWAY STE 70 | IRVING | TX | 75062 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC | ||||||||
| 375 KINGS HWY N | CHERRY HILL | NJ | 080341013 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| MUSICAL THEATER PROJECT | ||||||||
| 5755 GRANGER ROAD STE 830 | INDEPENDENCE | OH | 441311460 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| MUSSAR INSTITUTE | ||||||||
| 1025 GATEWAY BLVD STE 303 318 | BOYNTON BEACH | FL | 334268348 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND INC | ||||||||
| 901 E ST NW STE 100 | WASHINGTON | DC | 200042025 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| NEAR WEST THEATRE | ||||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 441023018 | N/A | PC | GENERAL & UNRESTRICTED | $2,500 | |
| NEGEV FOUNDATION | ||||||||
| 2121 S GREEN RD STE 210 | SOUTH EUCLID | OH | 441213318 | N/A | PC | GENERAL & UNRESTRICTED | $3,000 | |
| NF FORWARD | ||||||||
| 1074 WOODWARD AVE | DETROIT | MI | 482261906 | N/A | PC | ANNUAL BENEFIT | $13,000 | |
| NORTH COAST COMMUNITY HOMES INC | ||||||||
| 14221 BROADWAY AVE | CLEVELAND | OH | 441251953 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| NORTHERN OHIO BRANCH OF THE ORTON DYSLEXIA SOCIETY | ||||||||
| 15514 DETROIT AVE | LAKEWOOD | OH | 441073832 | N/A | PC | GENERAL & UNRESTRICTED | $3,000 | |
| NORTHERN OHIO CHILDRENS PERFORMING MUSIC FOUNDATION INC | ||||||||
| 3600 BIDDULPH AVE STE A | CLEVELAND | OH | 44109 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| OFEQ INSTITUTE INC | ||||||||
| 28772 JOHNSON DRIVE | WICKLIFFE | OH | 440922652 | N/A | PC | GENERAL & UNRESTRICTED | $12,500 | |
| OHIO CANCER RESEARCH ASSOCIATES | ||||||||
| 85 E GAY ST STE 700 | COLUMBUS | OH | 432153118 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| OLIVET INSTITUTIONAL BAPTIST CHURCH | ||||||||
| 8712-14 QUINCY AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| OPEN BOOKS LTD | ||||||||
| 651 W LAKE ST | CHICAGO | IL | 606611012 | N/A | GENERAL & UNRESTRICTED | $10,000 | ||
| PARK SYNAGOGUE | ||||||||
| 27500 SHAKER BOULEVARD | CLEVELAND | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| PARK SYNAGOGUE | ||||||||
| 27500 SHAKER BOULEVARD | CLEVELAND | OH | 44124 | N/A | PC | CROWN SOCIETY | $50,000 | |
| PARK SYNAGOGUE | ||||||||
| 27500 SHAKER BOULEVARD | CLEVELAND | OH | 44124 | N/A | PC | PARK150 | $10,000 | |
| PIANO INTERNATIONAL ASSOCIATION OF NORTHERN OHIO | ||||||||
| 20600 CHAGRIN BLVD STE 1110 | SHAKER HEIGHTS | OH | 44122 | N/A | PC | ENCORE GALA | $2,240 | |
| PLANETARY STUDIES FOUNDATION LTD | ||||||||
| 10 WINTERWOOD LN STE B | GALENA | IL | 610369283 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| PLAYHOUSE SQUARE FOUNDATION | ||||||||
| 1501 EUCLID AVE SUITE 200 | CLEVELAND | OH | 441152108 | N/A | ANNUAL FUND | $2,200 | ||
| PLAYHOUSE SQUARE FOUNDATION | ||||||||
| 1501 EUCLID AVE SUITE 200 | CLEVELAND | OH | 441152108 | N/A | PC | GENERAL & UNRESTRICTED | $2,200 | |
| PM FOUNDATION INC | ||||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 441023353 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| PROVIDENCE HOUSE INC | ||||||||
| 2050 W 32ND ST | CLEVELAND | OH | 441134018 | N/A | PC | GENERAL & UNRESTRICTED | $500 | |
| REACHING HEIGHTS CLEVELAND HEIGHTS - UNIVERSITY HEIGHTS PUBLIC SCHOOLS | ||||||||
| 2843 WASHINGTON BLVD | CLEVELAND HTS | OH | 441182009 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| ROCK AND ROLL HALL OF FAME AND MUSEUM INC | ||||||||
| 1100 ROCK AND ROLL BLVD | CLEVELAND | OH | 441141023 | N/A | PC | ANNUAL FUND | $20,000 | |
| ROCKY RIVER UNITED METHODIST CHURCH | ||||||||
| 19414 DETROIT ROAD | ROCKY RIVER | OH | 44116 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| SCULPTURE CENTER | ||||||||
| 1834 E 123RD ST | CLEVELAND | OH | 441061910 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| SERENITY-COVENANT HOUSE | ||||||||
| 3685 LEE ROAD | SHAKER HEIGHTS | OH | 441205108 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| SHABBOS PROJECT CLEVELAND INC | ||||||||
| 23534 RAANCH RD | BEACHWOOD | OH | 441221528 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| SHAKER LAKES REGIONAL NATURE CENTER | ||||||||
| 2600 S PARK BLVD | CLEVELAND | OH | 441201668 | N/A | PC | HIKE AND RUN RACE EVENT | $5,000 | |
| SHOES AND CLOTHES FOR KIDS INC | ||||||||
| 3500 LORAIN AVE STE 301 | CLEVELAND | OH | 441133726 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| SMITHSONIAN INSTITUTION | ||||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY | ||||||||
| PO BOX 96832 | WASHINGTON | DC | 20090 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| SOLOMON SCHECHTER SCHOOL OF MANHATTAN | ||||||||
| 805 COLUMBUS AVENUE | NEW YORK | NY | 100255966 | N/A | PC | GENERAL & UNRESTRICTED | $5,000 | |
| SPECIAL OLYMPICS OHIO INC | ||||||||
| 3303 WINCHESTER PIKE | COLUMBUS | OH | 432325565 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| ST IGNATIUS HIGH SCHOOL OF CLEVELAND | ||||||||
| 1911 W 30TH STREET | CLEVELAND | OH | 441133401 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| ST JOSEPH ACADEMY | ||||||||
| 3470 ROCKY RIVER DRIVE | CLEVELAND | OH | 441112937 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 381053678 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| ST VINCENT CHARITY DEVELOPMENT FOUNDATION | ||||||||
| 6935 TREELINE DR STE J | BRECKSVILLE | OH | 441413375 | N/A | PC | GENERAL & UNRESTRICTED | $10,000 | |
| YESH TIKVAH | ||||||||
| C/O S KAPLAN 3238 BELVOIR BLVD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| THE CLEVELAND ANIMAL PROTECTIVE LEAGUE | ||||||||
| 1729 WILLEY AVE | CLEVELAND | OH | 441134302 | N/A | PC | GENERAL & UNRESTRICTED | $100 | |
| THE MUSICAL ARTS ASSOCIATION | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL OPERATING FUND | $1,000,000 | |
| THE RATNER SCHOOL | ||||||||
| 27575 SHAKER BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | GENERAL & UNRESTRICTED | $44,000 | |
| THE RATNER SCHOOL | ||||||||
| 27575 SHAKER BLVD | PEPPER PIKE | OH | 44124 | N/A | PC | FUND A NEED | $10,000 | |
| THE SALVATION ARMY - GREATER CLEVELAND | ||||||||
| PO BOX 6538 | CLEVELAND | OH | 441011538 | N/A | PC | CAPITAL CAMPAIGN | $20,000 | |
| TIGER HAVEN | ||||||||
| 237 HARVEY ROAD | KINGSTON | TN | 377635448 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| TORAH HIGH OF CLEVELAND | ||||||||
| 3596 SEVERN RD | CLEVELAND | OH | 441181948 | N/A | PC | GENERAL & UNRESTRICTED | $200 | |
| TORAH RELIEF SOCIETY INC | ||||||||
| 1540 ROUTE 202 STE 2 | POMONA | NY | 109702922 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | ||||||||
| 120 BROADWAY STE 1540 | NEW YORK | NY | 10271 | N/A | PC | GENERAL & UNRESTRICTED | $372 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 441151854 | N/A | PC | GENERAL & UNRESTRICTED | $105,000 | |
| UNIVERSITY CIRCLE UNITED METHODIST CHURCH | ||||||||
| 1919 E 107TH STREET | CLEVELAND | OH | 44106 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1305 WEST GREEN STREET MC-386 | URBANA | IL | 61801 | N/A | PC | GRACE SIMS HOLT FUND | $500 | |
| URSULINE SISTERS OF CLEVELAND | ||||||||
| 2600 LANDER ROAD | PEPPER PIKE | OH | 441244396 | N/A | PC | GENERAL & UNRESTRICTED | $12,500 | |
| URSULINE SISTERS OF CLEVELAND | ||||||||
| 2600 LANDER ROAD | PEPPER PIKE | OH | 441244396 | N/A | PC | GENERAL & UNRESTRICTED | $12,500 | |
| VALUES IN ACTION FOUNDATION | ||||||||
| 6700 BETA DRIVE STE 120 | MAYFIELD | OH | 44143 | N/A | PC | 2019 CELEBRATION OF GOODNESS | $10,000 | |
| WEST SIDE ECUMENICAL MINISTRY | ||||||||
| 5209 DETROIT AVE | CLEVELAND | OH | 44102 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| WISCONSIN INSTITUTE FOR TORAH STUDY | ||||||||
| 3288 N LAKE DRIVE | MILWAUKEE | WI | 532113124 | N/A | PC | GENERAL & UNRESTRICTED | $300 | |
| WORKMENS CIRCLE EDUCATIONAL CENTER | ||||||||
| 3833 NORTHWOOD RD | UNIVERSITY HTS | OH | 441183739 | N/A | PC | GENERAL & UNRESTRICTED | $1,500 | |
| YAVNE TEACHERS COLLEGE FOR WOMEN | ||||||||
| 2602 BISHOP ROAD | WICKLIFFE | OH | 440922642 | N/A | PC | GENERAL & UNRESTRICTED | $1,000 | |
| YOUTH OPPORTUNITIES UNLIMITED | ||||||||
| 1361 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL & UNRESTRICTED | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,234,312 | 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 | $48,656 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,751,362 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,800,018 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,800,018 | 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 | $1,107,260 | Yes (X) | Yes (X) |
| AUDREY RATNER | |||||||
| 2 | 3401 TUTTLE ROAD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | $905,940 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 44,000 SHARES FOREST CITY REALTY TRUST CL A COM | $1,107,260 | 2018-11-06 |
| 2 | 36,000 SHARES FOREST CITY REALTY TRUST CL A COM | $905,940 | 2018-11-06 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SECRETARY OF STATE FILING FEES | $200 | $0 | $200 |
| ADMINISTRATIVE FEES | $24,107 | $0 | $24,107 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF ESTIMATED TAX FOR 2019 | $7,600 | $0 | $0 |
| 990-PF EXCISE TAX DUE FOR 2018 | $3,764 | $0 | $0 |