STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

MT SINAI HEALTH CARE FOUNDATION: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MT SINAI HEALTH CARE FOUNDATION (EIN 34-1777878)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-07-14
IRS object ID
202011969349305101
Schema version
2018v3.3
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

FieldValueIRS element (for citing)
Return2020-07-14T16:22:42-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line132125 SOLON ROAD STE 200AddressLine1Txt
CitySOLONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44139ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341777878EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MT SINAI HEALTH CARE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MELANIE GAVINInCareOfNm
Business Name ControlMTSIBusinessNameControlTxt
Phone2164215500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111000 EUCLID AVE ALLEN MEM MEDAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441061714ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMITCHELL BALKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2164215500PhoneNum
Signature2020-07-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJacob CookPreparerPersonNm
PTINP01240455PTIN
Phone4402488787PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address99.13.39.123IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id34986820201965000183FederalOriginalSubmissionId
Federal Original Submission Id2020-07-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7786EE2CCB208287C6C340735A63E8801147EBFEAtSubmissionCreationDeviceId
At Submission Filing Device IdA1EEB64FDF6F48C4FCD3E72704208A60224B91BDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMITCHELL BALKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111000 EUCLID AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441061714ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$48,031,718GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MTSINAIFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionHEALTH GRANT MAKER AND SUPPORTING ORGANIZATION TO THE JEWISH FEDERATION OF CLEVELAND (THE FEDERATION).ActivityOrMissionDesc
Voting Members Governing Body28VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers32TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,227,343NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$36,855PYContributionsGrantsAmt
CY Contributions Grants$21,287CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$10,042,463PYInvestmentIncomeAmt
CY Investment Income$5,344,606CYInvestmentIncomeAmt
PY Other Revenue-$46,477PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$10,032,841PYTotalRevenueAmt
CY Total Revenue$5,365,893CYTotalRevenueAmt
PY Grants And Similar Paid$5,683,795PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,895,877CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$885,495PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$903,939CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$428,208PYOtherExpensesAmt
CY Other Expenses$473,643CYOtherExpensesAmt
PY Total Expenses$6,997,498PYTotalExpensesAmt
CY Total Expenses$7,273,459CYTotalExpensesAmt
PY Revenues Less Expenses$3,035,343PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,907,566CYRevenuesLessExpensesAmt
Total Assets BOY$154,830,031TotalAssetsBOYAmt
Total Assets EOY$151,540,157TotalAssetsEOYAmt
Total Liabilities BOY$11,939,127TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,094,973TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$142,890,904NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$141,445,184NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT THE JEWISH FEDERATION OF CLEVELAND BY ASSISTING GREATER CLEVELAND'S ORGANIZATIONS AND LEADERS TO IMPROVE THE HEALTH AND WELL BEING OF THE JEWISH AND GENERAL COMMUNITIES NOW AND FOR THE GENERATIONS TO FOLLOW.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$6,663,016ExpenseAmt
Grant$5,895,877GrantAmt
DescTO ENGAGE IN GRANT MAKING TO SUPPORT AND CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND, BY ENCOURAGING ACTIVITIES DESIGNED TO IMPROVE THE HEALTH STATUS OF THE RESIDENTS OF NORTHEASTERN OHIO.Desc
Total Program Service Expenses$6,663,016TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members28GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonMELANIE GAVINPersonNm
Phone2164215500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111000 EUCLID AVE ALLEN MEM LIBRARAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44106ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
SUSAN RATNER
CHAIR8.00.0Yes (X)Yes (X)$0$0$0
DAN A POLSTER
VICE-CHAIR2.01.8Yes (X)Yes (X)$0$0$0
IRA C KAPLAN
TREASURER4.00.8Yes (X)Yes (X)$0$0$0
JULIE ADLER RASKIND
SECRETARY2.00.0Yes (X)Yes (X)$0$0$0
KEITH LIBMAN
LIFE DIRECTOR2.01.5Yes (X)$0$0$0
TOM ABELSON MD
DIRECTOR2.00.0Yes (X)$0$0$0
DAVID F ADLER
DIRECTOR2.00.3Yes (X)$0$0$0
RICHARD J BOGOMOLNY
DIRECTOR2.00.0Yes (X)$0$0$0
RENEE CHELM
DIRECTOR2.01.7Yes (X)$0$0$0
NAN COHEN
DIRECTOR2.00.0Yes (X)$0$0$0
KENNETH G HOCHMAN
DIRECTOR2.00.2Yes (X)$0$0$0
LOUIS MALCMACHER DDS
DIRECTOR2.00.0Yes (X)$0$0$0
BELLERUTH NAPARSTEK
DIRECTOR2.00.0Yes (X)$0$0$0
KIM MEISEL PESSES
DIRECTOR2.00.9Yes (X)$0$0$0
JEFFREY L PONSKY MD
vice chair2.00.0Yes (X)Yes (X)$0$0$0
ENID B ROSENBERG
DIRECTOR2.02.0Yes (X)$0$0$0
FRED C ROTHSTEIN MD
DIRECTOR2.00.0Yes (X)$0$0$0
DONALD S SCHERZER
DIRECTOR2.00.0Yes (X)$0$0$0
WALTER S SCHWARTZ
DIRECTOR2.00.0Yes (X)$0$0$0
JEANNE K TOBIN
DIRECTOR2.01.5Yes (X)$0$0$0
MICHAEL GOLDBERG
DIRECTOR2.00.0Yes (X)$0$0$0
THOMAS W ADLER
DIRECTOR2.00.3Yes (X)$0$0$0
BETH W BRANDON
DIRECTOR2.01.7Yes (X)$0$0$0
SCOTT SIMON
DIRECTOR2.00.4Yes (X)$0$0$0
CHERYL L DAVIS
DIRECTOR2.00.6Yes (X)$0$0$0
SUSAN R HURWITZ
DIRECTOR2.01.1Yes (X)$0$0$0
JEREMY A PARIS
DIRECTOR2.00.8Yes (X)$0$0$0
BETH ROSENBERG
DIRECTOR2.00.9Yes (X)$0$0$0
MITCHELL BALK
PRESIDENT40.00.0Yes (X)$320,883$0$58,156
DAN COHN
VICE PRESIDENT40.00.0Yes (X)$110,475$0$15,635
FieldValueIRS element (for citing)
Total Reportable Comp From Org$431,358TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$73,791TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$13,297RelatedOrganizationsAmt
All Other Contributions$7,990AllOtherContributionsAmt
Total Contributions$21,287TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,496,091TotalRevenueColumnAmt
Exclusion$4,496,091ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$43,514,340SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$42,665,825SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$848,515SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$848,515TotalRevenueColumnAmt
Exclusion$848,515ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,365,893TotalRevenueColumnAmt
Exclusion$5,344,606ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,895,877TotalAmt
Program Services$5,895,877ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$529,019TotalAmt
Program Services$432,517ProgramServicesAmt
Management And General$96,502ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$266,122TotalAmt
Program Services$124,159ProgramServicesAmt
Management And General$141,963ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$10,662TotalAmt
Program Services$2,934ProgramServicesAmt
Management And General$7,728ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$54,379TotalAmt
Program Services$33,916ProgramServicesAmt
Management And General$20,463ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$43,757TotalAmt
Program Services$30,192ProgramServicesAmt
Management And General$13,565ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$25,793TotalAmt
Program Services$0ProgramServicesAmt
Management And General$25,793ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$232,860TotalAmt
Program Services$0ProgramServicesAmt
Management And General$232,860ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,591TotalAmt
Program Services$10,068ProgramServicesAmt
Management And General$4,523ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,722TotalAmt
Program Services$1,878ProgramServicesAmt
Management And General$844ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$48,170TotalAmt
Program Services$33,237ProgramServicesAmt
Management And General$14,933ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,585TotalAmt
Program Services$5,234ProgramServicesAmt
Management And General$2,351ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,415TotalAmt
Program Services$18,226ProgramServicesAmt
Management And General$8,189ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$22,239TotalAmt
Program Services$15,345ProgramServicesAmt
Management And General$6,894ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,582TotalAmt
Program Services$5,922ProgramServicesAmt
Management And General$2,660ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$832TotalAmt
Program Services$574ProgramServicesAmt
Management And General$258ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,916TotalAmt
Program Services$7,532ProgramServicesAmt
Management And General$3,384ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
ANNUAL MEETING$41,173$28,409$12,764
LEAD$12,143$8,379$3,764
BOARD EXPENSE$7,133$7,133
MEMBERSHIP/PUBLICATIONS$6,564$4,529$2,035

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$5,925TotalAmt
Program Services$4,088ProgramServicesAmt
Management And General$1,837ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,273,459TotalAmt
Program Services$6,663,016ProgramServicesAmt
Management And General$610,443ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$995,392BOYAmt
EOY$576,512EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,967,872BOYAmt
EOY$1,939,362EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$482,645BOYAmt
EOY$4,097EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$164,589LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$161,410LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,011BOYAmt
EOY$3,179EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$105,618,223BOYAmt
EOY$101,925,818EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$45,555,983BOYAmt
EOY$46,882,442EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$205,905BOYAmt
EOY$208,747EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$154,830,031BOYAmt
EOY$151,540,157EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$225,313BOYAmt
EOY$262,501EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$11,713,814BOYAmt
EOY$9,832,472EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,939,127BOYAmt
EOY$10,094,973EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,354,476BOYAmt
EOY$67,224,235EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$68,317,324BOYAmt
EOY$68,001,845EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,219,104BOYAmt
EOY$6,219,104EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$142,890,904BOYAmt
EOY$141,445,184EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,830,031BOYAmt
EOY$151,540,157EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,907,566ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$461,846NetUnrlzdGainsLossesInvstAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF CLEVELANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN340714445EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$2,118,608SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$2,118,608SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (true)SupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART IV, LINE 6:FormAndLineReferenceDesc
ExplanationGRANTS EACH LESS THAN OR EQUAL TO $5,000 WERE MADE TO OTHER SECTION 501(C)(3) ORGANIZATIONS CLASSIFIED AS PUBLIC CHARITIES WHICH CARRY OUT THE CHARITABLE PURPOSES OF THE FEDERATION IN ACCORDANCE WITH THE REQUIREMENTS OF SECTIONS 509(A)(3)(A), SUCH GRANTS ARE IN FURTHERANCE OF THE FEDERATION'S CHARITABLE PURPOSE AND CONSTITUTE PERFORMING THE FUNCTION OF THE FEDERATION BY SUPPLEMENTING AND ENHANCING THE FEDERATION'S GRANT MAKING PROGRAM. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 ARE INCLUDED ON SCHEDULE I.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$0LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$0GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$0CurrentYearMinus2Amt
Current Year Minus1$0CurrentYearMinus1Amt
Current Year$0CurrentYearAmt
Total$0TotalAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,378,573BeginningYearBalanceAmt
Investment Earnings Or Losses$551,996InvestmentEarningsOrLossesAmt
Other Expenditures$193,631OtherExpendituresAmt
End Year Balance$14,736,938EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,580,968BeginningYearBalanceAmt
Investment Earnings Or Losses$1,284,794InvestmentEarningsOrLossesAmt
Other Expenditures$487,189OtherExpendituresAmt
End Year Balance$14,378,573EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,188,382BeginningYearBalanceAmt
Investment Earnings Or Losses$1,708,751InvestmentEarningsOrLossesAmt
Other Expenditures$316,165OtherExpendituresAmt
End Year Balance$13,580,968EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,761,505BeginningYearBalanceAmt
Contributions$20ContributionsAmt
Investment Earnings Or Losses-$528,592InvestmentEarningsOrLossesAmt
Other Expenditures$44,551OtherExpendituresAmt
End Year Balance$12,188,382EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,819,270BeginningYearBalanceAmt
Investment Earnings Or Losses$192,307InvestmentEarningsOrLossesAmt
Other Expenditures$250,072OtherExpendituresAmt
End Year Balance$12,761,505EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.42200PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.57800TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
LandLandGrp
BuildingsBuildingsGrp
Leasehold ImprovementsLeaseholdImprovementsGrp
EquipmentEquipmentGrp

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$164,589OtherCostOrOtherBasisAmt
Depreciation$161,410DepreciationAmt
Book Value$3,179BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,179TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (20 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
NEW BOSTON FUND$52,093F
TWIN HAVEN-$1,763F
TWIN HAVEN IV$990,751F
KAYNE ANDERSON ENERGY$930,105F
KAYNE ANDERSON PRIVATE ENERGY$4,039,378F
MARATHON CREDIT$1,636,308F
ISRAEL BONDS$2,462,676F
JCF-MAP$20,890,633F
OHIO ISRAEL BRIDGE FUND$103,087F
MONARCH TEACHING TEC.$890F
CLEVELAND FEDERATION PE I, LLC$3,788,405F
BENE. INT. IN PERPETUAL TRUST$1,274,126F
LONG WHARF$3,464,893F
SILVER POINT CREDIT$3,433,305F
HIG$193,097F
CARLYLE$109,356F
CLEVELAND FEDERATION PE II LLC$116,995F
HARRISON$3,007,552F
HARBOUR VEST$239,825F
RIVERSIDE$150,730F
FieldValueIRS element (for citing)
Total Book Value Securities$46,882,442TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt
Total Liability$0TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,594,879TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$461,846NetUnrealizedGainsInvstAmt
Revenue Not Reported$461,846RevenueNotReportedAmt
Revenue Subtotal$5,133,033RevenueSubtotalAmt
Investment Expenses Not Incld$232,860InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$232,860RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,365,893TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,040,599TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$7,040,599ExpensesSubtotalAmt
Investment Expenses Not Incld2$232,860InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$232,860ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,273,459TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FOUNDATION'S ENDOWMENT FUNDS ARE ESTABLISHED FOR A VARIETY OF PURPOSES PRIMARILY RELATED TO THE ADVANCEMENT OF HEALTH AND MEDICINE.
PART X, LINE 2:The Internal Revenue Service (IRS) has ruled that the Foundation is described in Section 501(c)(3) of the Code and is, therefore, not subject to tax under present federal income tax laws, except on unrelated business income, if any. The Foundation has been classified by the IRS as a non-private foundation within the meaning of Section 509(a) and does qualify for deductible contributions as provided in Section 170(a). The Foundations income tax filings are subject to audit by various taxing authorities. In evaluating the Foundations activities, the Foundation believes its position of tax-exempt status is current based on current facts and circumstances. It is the policy of the Foundation to include in administrative and general expenses penalties and interest assessed by income taxing authorities. There are no penalties or interest from taxing authorities for the years ended June 30, 2019 and 2018. The Foundations unrelated business income is primarily derived from investment partnerships that generate income which is subject to federal and state tax. For the years ended June 30, 2019 and 2018, no unrelated business income taxes were paid due to the unrelated activities generating losses.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the CaribbeanInvestments$1,876,133
Middle East and North AfricaInvestments$2,462,676
FieldValueIRS element (for citing)
Subtotal Spent$4,338,809SubtotalSpentAmt
Total Spent$4,338,809TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (47 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Jewish Federation of Cleveland
25701 Science Park Dr3102a Mandel BuildingBeachwoodOH44122340714445501 (c) 3$2,118,608SEE PART IV
Health Policy Institute of Ohio
10 West Broad StSuite 1050ColumbusOH43215300186863501 (c) 3$300,000SEE PART IV
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106341018992501 (c) 3$410,000SEE PART IV
OhioGuidestone
434 Eastland RoadBereaOH44017340720558501 (c) 3$175,000SEE PART IV
Community Initiatives (fiscal agent)
1000 Broadway Suite 480OaklandCA94607943255070501 (c) 3$150,000SEE PART IV
The Mandel Jewish Comm Center of Cleveland
26001 S Woodland RdBeachwoodOH44122340714439501 (c) 3$150,000SEE PART IV
Environmental Health Watch (EHW)
5802 Detroit AveSuite 1UPClevelandOH44102341443935501 (c) 3$127,050SEE PART IV
MobileMed 1 Inc (dba MedWorks)
1950 Richmond RdTR205ClevelandOH44124263858369501 (c) 3$125,000SEE PART IV
InMotion
4829 Galaxy ParkwaySuite MClevelandOH44128464102770501 (c) 3$100,000SEE PART IV
Providence House Inc
2050 W 32nd StreetClevelandOH44113341336325501 (c) 3$110,000SEE PART IV
The Center for Community Solutions
1501 Euclid AveSuite 310ClevelandOH441151208340714723501 (c) 3$100,000SEE PART IV
YWCA Greater Cleveland
4019 Prospect AvenueClevelandOH44103340714800501 (c) 3$120,000SEE PART IV
Enterprise Community Partners Inc
1360 E 9th StSuite 510ClevelandOH44114521231931501 (c) 3$92,000SEE PART IV
Neighborhood Family Practice
4115 Bridge AveSuite 300ClevelandOH44113341300581501 (c) 3$76,411SEE PART IV
Birthing Beautiful Communities
1921 E 66th StreetClevelandOH44103474453278501 (c) 3$50,000SEE PART IV
Care Alliance Health Center
1530 St Clair AvenueClevelandOH44114341748776501 (c) 3$50,000SEE PART IV
Greater Cleveland Neighborhood Centers Assn
1814 East 40th StSuite 4DClevelandOH441033530340714688501 (c) 3$50,000SEE PART IV
Milestones Autism Resources
4853 Galaxy ParkwaySuite AClevelandOH44128200721205501 (c) 3$50,000SEE PART IV
Old Brooklyn Community Development Corp
2339 Broadview RoadClevelandOH44109341177633501 (c) 3$49,820SEE PART IV
Agudath Israel of Ohio (Gesher)
1481 Warrensville Ctr RdS EuclidOH44121821922429501 (c) 3$45,335SEE PART IV
MetroHealth System
2500 MetroHealth DriveClevelandOH44109346607695501 (c) 3$41,413SEE PART IV
Mental Health&Addiction Advocacy Coalition
4500 Euclid AvenueClevelandOH44103463402346501 (c) 3$40,000SEE PART IV
UHCAN Ohio (Univ Health Care Access Network)
360 S 3rd StreetColumbusOH43215311542417501 (c) 3$40,000SEE PART IV
University Settlement Inc
4800 Broadway AveClevelandOH441271012340714776501 (c) 3$40,000SEE PART IV
Bikur Cholim of Cleveland
1845 S Taylor RdCleveland HtsOH44118341809885501 (c) 3$49,000SEE PART IV
Hebrew Academy of Cleveland
1860 South Taylor RoadClevelandOH44118340714428501 (c) 3$38,549SEE PART IV
Cuyahoga County Public Library
2111 Snow RoadSuite 130ClevelandOH441342728346000819501 (c) 3$38,453SEE PART IV
Burten Bell Carr Development Inc
7201 Kinsman RdSuite 104ClevelandOH44104341657533501 (c) 3$35,000SEE PART IV
ideastream
1375 Euclid AveClevelandOH441151835341943865501 (c) 3$30,000SEE PART IV
Children's Defense Fund-Ohio
395 E Broad StSuite 330ColumbusOH432153844520895622501 (c) 3$27,880SEE PART IV
Front Steps Housing and Services
1545 West 25th StreetClevelandOH44113341424555501 (c) 3$25,000SEE PART IV
Lifebanc
4775 Richmond RoadClevelandOH441285919341525159501 (c) 3$20,000SEE PART IV
Naaleh Cleveland
23980 Chagrin BoulevardSuite 120BeachwoodOH44122822610258501 (c) 3$19,600SEE PART IV
Community Assessment & Treatment Services Inc
8411 Broadway AvePO Box 27470ClevelandOH44127341651217501 (c) 3$15,000SEE PART IV
Cleveland Minority Organ&Tissue Transplant Educa
11717 Euclid AvePO Box 12220ClevelandOH441120220341900839501 (c) 3$12,702SEE PART IV
Cleveland Hillel Foundation
11303 Euclid AvenueSuite 204ClevelandOH44106341187022501 (c) 3$12,500SEE PART IV
Grantmakers In Health
1100 Connecticut AveNW Suite 1200WashingtonDC20036133206571501 (c) 3$12,500SEE PART IV
Philanthropy Ohio
500 S Front StSuite 900ColumbusOH432157628311111842501 (c) 3$22,500SEE PART IV
Eliza Bryant Village
7201 Wade Park AvenueSuite 310ClevelandOH44103340715816501 (c) 3$10,000SEE PART IV
The City Club of Cleveland
850 Euclid AveClevelandOH44114340144897501 (c) 3$10,000SEE PART IV
The Ohio University Foundation
PO Box 869AthensOH45701316402269501 (c) 3$10,000SEE PART IV
Thea Bowman Center
11901 Oakfield AvenueClevelandOH44105522157682501 (c) 3$10,000SEE PART IV
Towards Employment
1255 Euclid AveSuite 300ClevelandOH441151807341578831501 (c) 3$10,000SEE PART IV
United Labor Agency Inc
737 Bolivar RoadClevelandOH44115237180005501 (c) 3$10,000SEE PART IV
United Way of Greater Cleveland
1331 Euclid AveClevelandOH44115346516654501 (c) 3$10,000SEE PART IV
University Hospitals Cleveland Medical Ctr
11100 Euclid AvenueClevelandOH44106340714775501 (c) 3$8,566SEE PART IV
Collaboration Station
4616 Prospect AveSuite 325ClevelandOH44109020574567501 (c) 3$6,000SEE PART IV
FieldValueIRS element (for citing)
Total501c3 Org47Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I Description of Procedure for Monitoring Use of FundsGRANT MONITORING BY FOUNDATION STAFF, PERIODIC SITE VISITS, ANNUAL OR SEMI-ANNUAL REPORTS SENT BY GRANTEES, REVIEW OF MAJOR PROJECTS BY BOARD LEVEL COMMITTEE.
PART II- PURPOSE OF GRANTS OR ASSISTANCE:Page 1: 1. 2019 Campaign for Jewish Needs for Health Services; "Lead" Grant for Jewish Community Security Expansion; In Honor of Steve Hoffman 2. Improving the Health and Well-being of Ohioans through Informed Policy Decisions 3. First Year Cleveland Initiative to Address Infant Mortality (Fiscal Agent: Case Western Reserve University); Applied Research to Prevent Childhood Lead Poisoning; School of Dental Medicine: To Create a Named Craniofacial Orthodontic Fellowship; School of Medicine: Hebrew University of Jerusalem Senior Scientist Exchange Program 4. ACEs Screening and Child-Parent Psychotherapy Expansion Project 5. Groundwork Ohio Policy Associate 6. Capacity Building through Technology 7. Capacity Building and Strengthening for Safe and Healthy Housing 8. Service Expansion through Medworks Clinics, Medworks Outreach, and Medworks Cares 9. Creation of a National Replicable Model to Optimize Outcomes for People with Parkinson's Disease 10. East Side Program Expansion; CARF Reaccreditation 11. AIDS Funding Collaborative Funding Partner Membership (Fiscal Agent: Center for Community Solutions) 12. Support for Trauma-Informed Early Learning Page 2: 1. Enterprise Lead Poisoning Prevention Initiative 2. Neighborhood Family Practice Expansion Project 3. esCentral Interventions: Race, Stress, and Infant Mortality in the Central Neighborhood 4. Advancing the Patient-Centered Medical Home Model 5. Iconnect Virtual Senior Center 6. Meeting the Growing Need for Autism-Related Services: Building Capacity 7. Old Brooklyn Health in Action 8. Women and Senior Health Access Project 9. MetroHealth Food is Medicine Program 10. Strategic Growth to Increase Impact and Influence Across Ohio 11. General Operating Support 12. Senior Choice Initiative Page 3: 1. Establishing First-Ever Professional Office - Challenge Grant; Bikur Cholim Dinner Honoring the Mt. Sinai Health Care Foundation (Feb 26, 2019) 2. Behavioral Interventionists: Year Three 3. Baby Club Expansion 4. Healthy Food Access Initiative 5. Be Well: Program Support 2019-2021 6. Ohio Children's Budget Coalition 7. Intensive Outpatient Program (IOP) for Chronically Homeless with Addiction(s) 8. iHacia la Salud! 9. Pilot Community Mental Health Project with JFSA/Jewish Federation 10. Consultant to Rewrite HIPAA Policies and Procedures 11. Healthy Teens, Healthy Tomorrow: Teen Summit Program 12. Summer Internship Program - Health and Human Services Page 4: 1. 2018 Funding Partner Program 2. 2019 Annual Membership; 2019 Health Initiative 3. Strategic Planning Support 4. Friday Forum featuring Nadine Burke-Harris, M.D. (March 21, 2019) 5. The Heritage College of Osteopathic Medicine (Cleveland Campus): Aspiring Doctors Pre-College Program 6. Outreach and Healthy Living Programs for the Elderly 7. Strengthen and Build Case Management Capacity to Provide Trauma-Informed Care to Participants 8. Senior Voice! Speakers Bureau - Coalition Advocating for Senior Health Issues 9. Lead Safe Home Summit 10. 9th Annual Neurosciences Research Day and Garson Lecture (April 17-18, 2018) 11. Stop-Gap Funding for Meals on Wheels in the Urban Community

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMITCHELL BALKPersonNm
TitlePRESIDENTTitleTxt
Base Compensation Filing Org$304,883BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$16,000BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$40,891DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$17,265NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$379,039TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line Referencepart I, line 4b:FormAndLineReferenceDesc
ExplanationMITCHELL BALK HAS $16,500 CONTRIBUTED BY THE FOUNDATION INTO HIS DEFFERED COMPENSATION ACCOUNT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7A:DIRECTORS ARE APPOINTED BY JEWISH FEDERATION BOARD CHAIR.
FORM 990, PART VI, SECTION A, LINE 7B:BOARD CHAIR OF JEWISH FEDERATION, SUPPORTED ORGANIZATION, HAS THE POWER TO APPOINT DIRECTORS TO THE FOUNDATION'S BOARD.
FORM 990, PART VI, SECTION B, LINE 11:DRAFT OF TAX RETURN GIVEN TO BOARD CHAIR AND TREASURER OF THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. CFO OF SUPPORTED ORGANIZATION ALSO REVIEWS TAX RETURN PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C:CONFLICT OF INTEREST STATEMENTS ARE COMPLETED AND SIGNED ANNUALLY. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED CAREFULLY BY THE BOARD AND THOSE MEMBERS WITH CONFLICT OF INTERESTS DO NOT VOTE ON MATTERS WHERE CONFLICT OF INTEREST EXISTS.
FORM 990, PART VI, SECTION B, LINE 15A:COMPENSATION PACKAGE FOR THE PRESIDENT IS REVIEWED AND APPROVED BY THE BOARD EXECUTIVE COMMITTEE ANNUALLY. THE PRESIDENT IS NOT PRESENT WHEN THE EXECUTIVE COMMITTEE APPROVES HIS COMPENSATION. THE EXECUTIVE COMMITTEE RELIES ON COMPARABLE DATA (COUNCIL ON FOUNDATIONS ANNUAL COMPENSATION SURVEY) AND THE MINUTES OF THEIR MEETING ARE TIMELY DOCUMENTED.
FORM 990, PART VI, SECTION B, LINE 15B:THE VP'S COMPENSATION IS DETERMINED BY LOOKING AT THE COMPARABILITY DATA FROM THE COUNCIL ON FOUNDATIONS ANNUAL SALARY SURVEY IN WHICH WE PARTICIPATE AS WELL AS IRS DATA FORM LIKE FOUNDATIONS IN THE REGION.
FORM 990, PART VI, SECTION C, LINE 19:THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (49 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DRIVECLEVELANDOH44122340714445SEE PART VIIOH501(C)(3)7NAfalse
JOANN AND THOMAS ADLER FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341858749SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
mildred & martin becker family fdn
25701 SCIENCE PARK DRIVECLEVELANDOH44122341711965SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
THE SEMI J & RUTH W BEGUN FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341594565SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
CHELM FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122300226826SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
CLEVELAND HEBREW SCHOOLS EDUCATIONAL FDN
25701 SCIENCE PARK DRIVECLEVELANDOH44122340714599SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
ELLEN E & VICTOR J COHN SUPPORTING FDN
25701 SCIENCE PARK DRIVECLEVELANDOH44122311606939SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
COMMISSION ON CEMETERY PRESERVATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341771506SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
FEDERATION HOLDINGS INC
25701 SCIENCE PARK DRIVECLEVELANDOH44122237133908SEE PART VIIOH501(C)(2)N/ASEE PART VIIfalse
FGI FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341916912SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
RINA & SAMUEL M FRANKEL FAMILY FOUNDATI
25701 SCIENCE PARK DRIVECLEVELANDOH44122311502121SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
PEGGY AND JOHN GARSON FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341916905SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
ROBERT AND SUSAN R HURWITZ FAMILY FOUND
25701 SCIENCE PARK DRIVECLEVELANDOH44122341916908SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
THE IMMERMAN FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341533181SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
JEWISH COMMUNITY HOUSING INC
25701 SCIENCE PARK DRIVECLEVELANDOH44122341276120SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MADAV XVII FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341827879SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MADAV IX FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341638258SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MADAV XVIII FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341827878SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MALTZ FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122311566163SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MANDEL SPPRTING FDTNS- MORTON & BARBARA
25701 SCIENCE PARK DRIVECLEVELANDOH44122341350570SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MEISEL FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122311583883SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MANDEL SUPPORTING FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341350566SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
ALEX & ANNE MILLER FAMILY CHARITABLE FUN
25701 SCIENCE PARK DRIVECLEVELANDOH44122311204735SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE
25701 SCIENCE PARK DRIVECLEVELANDOH44122341806783SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
DAVID AND INEZ MYERS FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122346560945SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
EILEEN AND MYRON NICKMAN FAMILY SUPPORTI
25701 SCIENCE PARK DRIVECLEVELANDOH44122341916911SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
PHYLLIS & DEBRA ANN NOVEMBER CHILDREN'S
25701 SCIENCE PARK DRIVECLEVELANDOH44122311566156SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
OSTARA
25701 SCIENCE PARK DRIVECLEVELANDOH44122311606934SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
THE HARRY RATNER HUMAN SERVICES FUND
25701 SCIENCE PARK DRIVECLEVELANDOH44122341360076SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
THE RIMON XLI FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341916913SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
ROBERT S & SYLVIA K REITMAN FAMILY FOU
25701 SCIENCE PARK DRIVECLEVELANDOH44122311502117SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
DAVID AND ENID ROSENBERG FAMILY FOUNDATI
25701 SCIENCE PARK DRIVECLEVELANDOH44122371777614SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
SCHOLNICK FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122611749334SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
NATHAN & FANNYE SHAFRAN FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341458950SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
LAWRENCE C SHERMAN FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341806781SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MICHAEL & ANITA SIEGAL FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341832962SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
LAURA & ALVIN SIEGAL CLG JUD STDIES ED F
25701 SCIENCE PARK DRIVECLEVELANDOH44122340946903SEE PART VIIOH501(C)(3)7SEE PART VIIfalse
NORMA AND ERNIE SIEGLER FAMILY FOUNDATIO
25701 SCIENCE PARK DRIVECLEVELANDOH44122341546349SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
ROBERT AND EILEEN SILL FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122464104662SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
SIMON FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341808584SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
NAOMI G & EDWIN Z SINGER FAMILY FUND
25701 SCIENCE PARK DRIVECLEVELANDOH44122341638257SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
IRVING I STONE SUPPORT FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341476465SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
NINA & NORMAN WAIN FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122311502119SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
STANLEY & SALLY HARRIS WETHEIM FAM FDN
25701 SCIENCE PARK DRIVECLEVELANDOH44122300884987SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
WOLF FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341638259SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
BENNETT & DONNA YANOWITZ FAMILY FDN
25701 SCIENCE PARK DRIVECLEVELANDOH44122341562999SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
DAN AND ELLEN ZELMAN FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122383876650SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
ZILBER FAMILY FOUNDATION
25701 SCIENCE PARK DRIVECLEVELANDOH44122341711966SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse
MANDEL SPPRTING FDTNS- JOSEPH C AND FLO
25701 SCIENCE PARK DRIVECLEVELANDOH44122341350568SEE PART VIIOH501(C)(3)12A TYPE 1SEE PART VIIfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
CLEVELAND FEDERATION PE I LLC
25701 SCIENCE PARK DRIVECLEVELANDOH441227302463664554INVESTMENTSOHSEE PART VIIEXCLUDED FROM TAX$139,214$3,788,403false-$9,323false0.15000
CLEVELAND FEDERATION PE II LLC
25701 SCIENCE PARK DRIVECLEVELANDOH44122833457838INVESTMENTSOHSEE PART VIIEXCLUDED FROM TAX$0$116,996false$0false0.12500
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART II:NAME OR RELATED TAX-EXEMPT ORGANIZATION: JEWISH FEDERATION OF CLEVELAND PRIMARY ACTIVITY: GRANTS & ALLOCATIONS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES NAME OR RELATED TAX-EXEMPT ORGANIZATION: JOANN AND THOMAS ADLER FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MILDRED & MARTIN BECKER FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE SEMI J. & RUTH W. BEGUN FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE SEMI J. & RUTH W. BEGUN FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: CHELM FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: CLEVELAND HEBREW SCHOOLS EDUCATIONAL FDTN PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING THE PROMOTION OF QUALITY JEWISH EDUCATION. DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ELLEN E. & VICTOR J. COHN SUPPORTING FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: COMMISSION ON CEMETERY PRESERVATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING PRESERVATION OF JEWISH CEMETERIES. DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: FEDERATION HOLDINGS, INC. PRIMARY ACTIVITY: HOLDS LEGAL TITLE TO DONATED REAL ESTATE DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: FGI FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: RINA & SAMUEL M. FRANKEL FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: PEGGY AND JOHN GARSON FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ROBERT AND SUSAN R. HURWITZ FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE IMMERMAN FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: JEWISH COMMUNITY HOUSING INC. PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING PROVIDING SERVICES FOR SENIOR CITIZENS AND THE DISABLED DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MADAV XII FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MADAV IX FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MADAV XVIII FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MALTZ FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MANDEL SPPRTING FDNTS- MORTON L. AND BARBARA MANDEL FUND PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MEISEL FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MANDEL SUPPORTING FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ALEX & ANNE MILLER FAMILY CHARITABLE FUND PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: DAVID AND INEZ MYERS FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: EILEEN AND MYRON NICKMAN FAMILY SUPPORTING FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: PHYLLIS & DEBRA ANN NOVEMBER CHILDREN'S FUND PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: OSTARA PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE HARRY RATNER HUMAN SERVICES FUND PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING ASSISTING THE INDIGENT AND HOLOCAUST SURVIVORS WITH MEDICAL AND BASIC FAMILY NEEDS DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: THE RIMON XLI FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: ROBERT S. & SYLVIA K. REITMAN FAMILY PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: DAVID AND ENID ROSENBERG FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: SCHOLNICK FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: NATHAN & FANNYE SHAFRAN FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: LAWRENCE C. SHERMAN FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: MICHAEL & ANITA SIEGAL FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: LAURA & ALVIN SIEGAL CLG JUD STDIES ED FDTN PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING THE PROMOTION OF QUALITY LIFE-LING JEWISH LEARNING OPPORTUNITIES DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OR RELATED TAX-EXEMPT ORGANIZATION: NORMA AND ERNIE SIEGLER FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION NAME OR RELATED TAX-EXEMPT ORGANIZATION: ROBERT AND EILEEN STILL FAMILY FOUNDATION PRIMARY ACTIVITY: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION DIRECT CONTRO
SCHEDULE R, PART III:NAME OR RELATED PARTNERSHIP: CLEVELAND FEDERATION PE I, LLC EIN: 46-3664554 ADDRESS: 25701 SCIENCE PARK DRIVE CLEVELAND, OH 44122-7302 DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND NAME OF RELATED PARTNERSHIP: CLEVELAND FEDERATION PE II LLC EIN: 83-3457838 ADDRESS: 25701 SCIENCE PARK DRIVE CLEVELAND, OH 44122-7302 DIRECT CONTROLLING ENTITY: JEWISH FEDERATION OF CLEVELAND