GRIES FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GRIES FAMILY FOUNDATION (EIN 34-1536795)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-11
- IRS object ID
- 202542549349101409
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-11T12:52:54-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341517904 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 32335 BRIGHTON PARK BLVD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32335 BRIGHTON PARK BLVD | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341536795 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GRIES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRIE | BusinessNameControlTxt |
| Phone | 2164969919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18200 S WOODLAND ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH GRIES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2164969919 | PhoneNum |
| Signature | 2025-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOYCE A GRAHAM CPA | PreparerPersonNm |
| PTIN | P00070329 | PTIN |
| Phone | 2168313868 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,920,498 | 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 | $151,180 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,010 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,010 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,689 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $966 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $966 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $237,182 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,002 | 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 |
| Accounting Fees Rev And Expnss | $5,226 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $362 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,646 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $338,521 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $338,521 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $376,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,521 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$138,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,365 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,135,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,134,500 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,057,950 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,041,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $852,183 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $852,183 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,241,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,997,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,920,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,819,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,714,851 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $421,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $282,197 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,241,060 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,997,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,241,060 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,997,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,241,060 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$138,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,494 | OtherIncreasesAmt |
| Subtotal | $2,104,569 | SubtotalAmt |
| Other Decreases | $107,521 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,997,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CISCO SYSTEMS | P | 2020-03-17 | 2024-11-05 | $64,339 | $45,448 | $18,891 | $18,891 |
| ISHARES CORE S & P | P | 2014-12-18 | 2024-12-16 | $10,979 | $3,708 | $7,271 | $7,271 |
| GLAS FUNDS | P | 2022-12-31 | 2024-12-31 | $936 | $936 | $936 | |
| BIOMOTIV FORM K-1 | P | 2022-12-31 | 2024-12-31 | $2,191 | -$2,191 | -$2,191 | |
| CAPITAL GAINS DIVIDENDS | P | $25,782 | $25,782 | $25,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,689 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,195 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,195 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,210 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,210 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,015 | OverpaymentAmt |
| Applied To ES Tax | $11,015 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | Yes (1) | 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 | SARAH L GRIES | IndividualWithBooksNm |
| Phone | 2164969919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18200 S WOODLAND ROAD | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH L GRIES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18200 S WOODLAND ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT-TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THIS FOUNDATION DONATED A TOTAL OF $338,521 TO CHARITIES BOTH WITHIN CLEVELAND OHIO AND NATIONALLY FOR THE BENEFIT OF EDUCATION, HEALTH AND THE ARTS. THE FOUR LARGEST DONATIONS INCLUDED $151,000 TO THE UNIVERSITY HOSPITALS, $53,000 TO THE SUBURBAN TEMPLE. $30,000 TO THE AMERICAN JEWISH COMMITTEE AND $11,000 TO THE MALTZ MUSEUM OF JEWISH HISTORY | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,148,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,186,274 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,186,274 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,168,480 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,424 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,424 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,195 | TotalTaxAmt |
| Distributable Before Adj | $57,229 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $57,229 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $57,229 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,521 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,521 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $57,229 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $68,966 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $104,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,218,602 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $306,783 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,179,540 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,878,045 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,521 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,229 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $281,292 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,159,337 | 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 | $68,966 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,090,371 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $104,154 | ExcessFromYear4Amt |
| Excess From Year3 | $1,218,602 | ExcessFromYear3Amt |
| Excess From Year2 | $306,783 | ExcessFromYear2Amt |
| Excess From Year1 | $1,179,540 | ExcessFromYear1Amt |
| Excess From Current Year | $281,292 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SARAH L GRIES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SARAH L GRIES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18200 S WOODLAND ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168611148 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE REVIEWED PERIODICALLY THROUGHOUT THE YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY CONFINES GRANTS TO THE GREATER CLEVELAND AREA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANTAGE CLEVELAND | |||||||
| PO BOX 43063 | CLEVELAND | OH | 44143 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $30,000 |
| BECK CENTER FOR THE PERFORMING ARTS | |||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| BOY SCOUTS OF AMERICA | |||||||
| 2241 WOODLAND AVE | CLEVELAND | OH | 44115 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| ADELBERT HALL ROOM 1B | CLEVELAND | OH | 44106 | NONE | OTHER PRIVATE UNIVER | OPERATING SUPPORT | $10,000 |
| CLEVELAND BOTANICAL GARDENHOLDEN ARB | |||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44114 | NONE | OTHER PRIVATE HOSPIT | OPERATING SUPPORT | $2,500 |
| CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| CLEVELAND INSTITUTE OF MUSIC | |||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | NONE | OTHER PUBLIC UNIVERS | OPERATING SUPPORT | $1,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $10,000 |
| CLEVELAND MUSIC SETTLEMENT | |||||||
| 11125 MAGNOLIA STREET | CLEVELAND | OH | 44106 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| CLEVELAND PLAYHOUSE | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 441152197 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| CLEVELAND SPEECH AND HEARING | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID | CLEVELAND | OH | 44115 | NONE | OTHER PUBLIC UNIVERS | OPERATING SUPPORT | $4,000 |
| CONGREGATION MISHKAN OR | |||||||
| 26000 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| DOWNTOWN CLEVELAND ALLIANCE | |||||||
| 1010 EUCLID AVE | CLEVELAND | OH | 44114 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| FRIENDS OF ISRAEL DEFENSE FORCE | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $500 |
| GREAT LAKES THEATRE FESTIVAL | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44114 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| HAWKEN SCHOOL | |||||||
| 12465 COUNTY LINE ROAD | GATES MILLS | OH | 44040 | NONE | OTHER PRIVATE SCHOOL | OPERATING SUPPORT | $5,000 |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $2,500 |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE | |||||||
| 80 WALL STREET | NEW HAVEN | CT | 065212038 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $5,000 |
| LAND STUDIO | |||||||
| 1939 W 25TH STREET | CLEVELAND | OH | 44113 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $1,000 |
| MALTZ MUSEUM OF JEWISH HERITAGE | |||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $11,000 |
| PHILANTHROPY OHIO | |||||||
| 1111 SUPERIOR AVE | CLEVELAND | OH | 44114 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $2,521 |
| PLAYHOUSE SQUARE | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $7,500 |
| SHAKER HEIGHT YOUTH | |||||||
| 17300 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $2,000 |
| SMITH COLLEGE | |||||||
| 28 LYMAN ROAD | NORTHHAMPTON | MA | 01063 | NONE | OTHER PRIVATE UNIVER | OPERATING SUPPORT | $5,000 |
| SUBURBAN TEMPLE | |||||||
| 22401 CHAGRIN BLVD | BEACHWOOD | OH | 44122 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $53,000 |
| THE DIVERSITY CENTER | |||||||
| 3645 WARRENSVILLE CENTER ROAD | CLEVELAND | OH | 44122 | NONE | OTHER PUBLIC CHARITY | LEAD CONTRIBUTION | $5,000 |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EAST BLVD | CLEVELAND | OH | 44106 | NONE | OTHER PUBLIC HOSPITA | OPERATING SUPPORT | $151,000 |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 GRANT STRET 325 | DENVER | CO | 80203 | NONE | OTHER PUBLIC UNIVERS | OPERATING SUPPORT | $1,000 |
| VOCATIONAL GUIDANCE SERVICES | |||||||
| 2239 E 55TH SRREET | CLEVELAND | OH | 44103 | NONE | OTHER PUBLIC CHARITY | OPERATING SUPPORT | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $338,521 | 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) |
|---|---|---|
| Business | 522100 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,010 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $33,337 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $966 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $50,689 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $86,002 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,002 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INTEREST DIVIDENDS FROM INVESTMENTS |
| 3 | INTEREST ON TEMPORARY CASH AND SAVINGS |
| 8 | GAIN FROM SALE OF INVESTMENTS |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SARAH L GRIES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18200 S WOODLAND ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $151,180 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | $100,608 OF EATON CORPORATION STOCK AND $50.571.60 OF MICROSOFT CORP STOCK | NoncashPropertyDesc |
| Fair Market Value | $151,180 | FairMarketValueAmt |
| Received | 2024-03-28 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING | $2,475 | $0 | $0 |
| ACCOUNTING- GLASFUNDS, LP | $0 | $0 | $0 |
| KAYNE ANDERSON REAL | $153 | $0 | $0 |
| GLASFUNDS LP | $976 | $0 | $0 |
| ACCOUNTING TITAN FUND I SP | $1,622 | $0 | $0 |
| ACCOUNTING ALT INV OPPS | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK-SEE ATTACHED | StockNm |
| EOY Book Value | $1,134,500 | EOYBookValueAmt |
| EOYFMV | $2,057,950 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS OPPORTUI | AT COST | $330,210 | $330,210 |
| BIOMOTIV | AT COST | $67,426 | $67,426 |
| TITAN FUND I SPC | AT COST | $120,442 | $120,442 |
| GLASFUNDS, LP | AT COST | $189,934 | $189,934 |
| KAYNE COMMERCIAL REAL ESTATE DEBT | AT COST | $144,171 | $144,171 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING ISSUES | Desc |
| Amt | $107,521 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,723 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BIOMOTIV, LLC | Desc |
| Revenue And Expenses Per Books | $966 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $966 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $966 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION ASSETS | $2,393 |
| CREDITS | $101 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL- GRIES INVESTMENT | $29,259 | $0 | $0 |
| ADMINISTRATIVE- GF FACTORING | $0 | $0 | $0 |
| BIOMOTIV | $876 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH L GRIES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18200 SOUTH WOODLAND ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE OF OHIO | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |