MT SINAI HEALTH CARE FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MT SINAI HEALTH CARE FOUNDATION (EIN 34-1777878)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201911359349308926
- Schema version
- 2017v2.3
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T14:00:42-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32125 SOLON ROAD STE 200 | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341777878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MT SINAI HEALTH CARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MELANIE GAVIN | InCareOfNm |
| Business Name Control | MTSI | BusinessNameControlTxt |
| Phone | 2164215500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 EUCLID AVE ALLEN MEM MED | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441061714 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL BALK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2164215500 | PhoneNum |
| Signature | 2019-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4402488787 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 4.59.41.210 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34986820191355000029 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C7166AD04682B9F8980E46456EAB50843D73DF7E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C7166AD04682B9F8980E46456EAB50843D73DF7E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MITCHELL BALK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 EUCLID AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441061714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,600,978 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MTSINAIFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | HEALTH GRANT MAKER AND SUPPORTING ORGANIZATION TO THE JEWISH FEDERATION OF CLEVELAND (THE FEDERATION). | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $158,537 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,872 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,373 | PYContributionsGrantsAmt |
| CY Contributions Grants | $36,855 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,587,420 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,042,463 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$148,325 | PYOtherRevenueAmt |
| CY Other Revenue | -$46,477 | CYOtherRevenueAmt |
| PY Total Revenue | $4,454,468 | PYTotalRevenueAmt |
| CY Total Revenue | $10,032,841 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,311,922 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,683,795 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $776,681 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $885,495 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $375,044 | PYOtherExpensesAmt |
| CY Other Expenses | $428,208 | CYOtherExpensesAmt |
| PY Total Expenses | $7,463,647 | PYTotalExpensesAmt |
| CY Total Expenses | $6,997,498 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,009,179 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,035,343 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $147,940,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,830,031 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,479,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,939,127 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $135,460,961 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $142,890,904 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $6,469,120 | ExpenseAmt |
| Grant | $5,683,795 | GrantAmt |
| Desc | TO 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 | $6,469,120 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELANIE GAVIN | PersonNm |
| Phone | 2164215500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 EUCLID AVE ALLEN MEM LIBRAR | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| SUSAN RATNER | |||||||
| CHAIR | 8.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN A POLSTER | |||||||
| VICE-CHAIR | 2.0 | 2.2 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| IRA C KAPLAN | |||||||
| TREASURER | 4.0 | 1.1 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JULIE ADLER RASKIND | |||||||
| SECRETARY | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VICTOR GELB | |||||||
| LIFE DIRECTOR (UNTIL 5/21/18) | 2.0 | 0.7 | Yes (X) | $0 | $0 | $0 | |
| KEITH LIBMAN | |||||||
| LIFE DIRECTOR | 2.0 | 2.1 | Yes (X) | $0 | $0 | $0 | |
| TOM ABELSON MD | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DAVID F ADLER | |||||||
| DIRECTOR | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD J BOGOMOLNY | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RENEE CHELM | |||||||
| DIRECTOR | 2.0 | 2.9 | Yes (X) | $0 | $0 | $0 | |
| NAN COHEN | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KENNETH G HOCHMAN | |||||||
| DIRECTOR | 2.0 | 0.7 | Yes (X) | $0 | $0 | $0 | |
| LOUIS MALCMACHER DDS | |||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| BELLERUTH NAPARSTEK | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| KIM MEISEL PESSES | |||||||
| DIRECTOR | 2.0 | 0.9 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY L PONSKY MD | |||||||
| vice chair | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ENID B ROSENBERG | |||||||
| DIRECTOR | 2.0 | 1.8 | Yes (X) | $0 | $0 | $0 | |
| FRED C ROTHSTEIN MD | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DONALD S SCHERZER | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WALTER S SCHWARTZ | |||||||
| DIRECTOR | 2.0 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| JEANNE K TOBIN | |||||||
| DIRECTOR | 2.0 | 2.6 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL GOLDBERG | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| THOMAS W ADLER | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BETH W BRANDON | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SIMON | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CHERYL L DAVIS | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SUSAN R HURWITZ | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEREMY A PARIS | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BETH ROSENBERG | |||||||
| DIRECTOR | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL BALK | |||||||
| PRESIDENT | 40.0 | 0.0 | Yes (X) | $310,394 | $0 | $57,996 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $310,394 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $57,996 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $12,917 | RelatedOrganizationsAmt |
| All Other Contributions | $23,938 | AllOtherContributionsAmt |
| Total Contributions | $36,855 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,222,758 | TotalRevenueColumnAmt |
| Exclusion | $4,222,758 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,387,842 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,568,137 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,819,705 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,819,705 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $489,692 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,330,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$46,477 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$331,155 | UnrelatedBusinessRevenueAmt |
| Exclusion | $284,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$46,477 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,032,841 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $158,537 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,837,449 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,683,795 | TotalAmt |
| Program Services | $5,683,795 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,189 | TotalAmt |
| Program Services | $280,642 | ProgramServicesAmt |
| Management And General | $93,547 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,231 | TotalAmt |
| Program Services | $260,769 | ProgramServicesAmt |
| Management And General | $134,462 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,595 | TotalAmt |
| Program Services | $3,982 | ProgramServicesAmt |
| Management And General | $4,613 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,722 | TotalAmt |
| Program Services | $45,223 | ProgramServicesAmt |
| Management And General | $20,499 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,758 | TotalAmt |
| Program Services | $29,231 | ProgramServicesAmt |
| Management And General | $12,527 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,628 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $15,628 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,705 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $169,705 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,984 | TotalAmt |
| Program Services | $7,689 | ProgramServicesAmt |
| Management And General | $3,295 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,333 | TotalAmt |
| Program Services | $5,133 | ProgramServicesAmt |
| Management And General | $2,200 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,549 | TotalAmt |
| Program Services | $35,384 | ProgramServicesAmt |
| Management And General | $15,165 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,436 | TotalAmt |
| Program Services | $3,105 | ProgramServicesAmt |
| Management And General | $1,331 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,694 | TotalAmt |
| Program Services | $19,386 | ProgramServicesAmt |
| Management And General | $8,308 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,038 | TotalAmt |
| Program Services | $12,627 | ProgramServicesAmt |
| Management And General | $5,411 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,498 | TotalAmt |
| Program Services | $5,949 | ProgramServicesAmt |
| Management And General | $2,549 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824 | TotalAmt |
| Program Services | $577 | ProgramServicesAmt |
| Management And General | $247 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,096 | TotalAmt |
| Program Services | $7,767 | ProgramServicesAmt |
| Management And General | $3,329 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ANNUAL MEETING | $84,821 | $59,375 | $25,446 |
| BOARD EXPENSE | $6,478 | $6,478 | |
| MEMBERSHIP/PUBLICATIONS | $5,940 | $4,158 | $1,782 |
| MEALS/ENTERTAINMENT/GIFTS | $3,726 | $2,608 | $1,118 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,458 | TotalAmt |
| Program Services | $1,720 | ProgramServicesAmt |
| Management And General | $738 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,997,498 | TotalAmt |
| Program Services | $6,469,120 | ProgramServicesAmt |
| Management And General | $528,378 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,954 | BOYAmt |
| EOY | $995,392 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,995,838 | BOYAmt |
| EOY | $1,967,872 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,458 | BOYAmt |
| EOY | $482,645 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,589 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $160,578 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827 | BOYAmt |
| EOY | $4,011 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,407,093 | BOYAmt |
| EOY | $105,618,223 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,552,634 | BOYAmt |
| EOY | $45,555,983 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,057 | BOYAmt |
| EOY | $205,905 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,940,861 | BOYAmt |
| EOY | $154,830,031 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,093 | BOYAmt |
| EOY | $225,313 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,269,807 | BOYAmt |
| EOY | $11,713,814 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,479,900 | BOYAmt |
| EOY | $11,939,127 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,210,050 | BOYAmt |
| EOY | $68,354,476 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,060,197 | BOYAmt |
| EOY | $68,317,324 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,190,714 | BOYAmt |
| EOY | $6,219,104 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,460,961 | BOYAmt |
| EOY | $142,890,904 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,940,861 | BOYAmt |
| EOY | $154,830,031 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,035,343 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,846,071 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$451,471 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF CLEVELAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714445 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $1,981,987 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,981,987 | SupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (true) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, LINE 6: | FormAndLineReferenceDesc |
| Explanation | GRANTS 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
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $0 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $0 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,580,968 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,284,794 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $487,189 | OtherExpendituresAmt |
| End Year Balance | $14,378,573 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,188,382 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,708,751 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $316,165 | OtherExpendituresAmt |
| End Year Balance | $13,580,968 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,761,505 | BeginningYearBalanceAmt |
| Contributions | $20 | ContributionsAmt |
| Investment Earnings Or Losses | -$528,592 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $44,551 | OtherExpendituresAmt |
| End Year Balance | $12,188,382 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,819,270 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $192,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250,072 | OtherExpendituresAmt |
| End Year Balance | $12,761,505 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,036,293 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,050,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $267,891 | OtherExpendituresAmt |
| End Year Balance | $12,819,260 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.34180 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.65820 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $164,589 | OtherCostOrOtherBasisAmt |
| Depreciation | $160,578 | DepreciationAmt |
| Book Value | $4,011 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,011 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (17 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NEW BOSTON FUND | $128,200 | F |
| TWIN HAVEN | $188,079 | F |
| TWIN HAVEN IV | $1,891,178 | F |
| KAYNE ANDERSON ENERGY | $1,795,257 | F |
| KAYNE ANDERSON PRIVATE ENERGY | $3,517,870 | F |
| MARATHON CREDIT | $2,124,650 | F |
| COPPER ROCK | $3,313,264 | F |
| ISRAEL BONDS | $2,427,918 | F |
| JCF-MAP | $20,483,594 | F |
| OHIO ISRAEL BRIDGE FUND | $125,642 | F |
| MONARCH TEACHING TEC. | $890 | F |
| CLEVELAND FEDERATION PE I, LLC | $2,767,520 | F |
| BENE. INT. IN PERPETUAL TRUST | $1,305,006 | F |
| LONG WHARF | $3,156,429 | F |
| SILVER POINT CREDIT | $2,403,225 | F |
| HIG | -$5,846 | F |
| CARLYLE | -$66,893 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $45,555,983 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,257,736 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,846,071 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,846,071 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,411,665 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $169,705 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $451,471 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $621,176 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,032,841 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,827,793 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $6,827,793 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $169,705 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $169,705 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,997,498 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2018 and 2017. 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, 2018 and 2017, no unrelated business income taxes were paid due to the unrelated activities generating losses. Taxes receivable totaled $18,568 as of June 30, 2018 and is recorded within the statements of financial position. |
| PART XI, LINE 4B- OTHER ADJUSTMENTS: | PARTNERSHIP GAIN 451,471 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Central America and the Caribbean | Investments | $2,124,649 |
| Middle East and North Africa | Investments | $2,427,919 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $4,552,568 | SubtotalSpentAmt |
| Total Spent | $4,552,568 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (66 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| HandsOn Northeast Ohio | ||||||||
| 3615 Superior Ave | 3102a | Cleveland | OH | 44114 | 141993984 | 501 (c) 3 | $7,500 | SEE PART IV |
| Grantmakers In Health | ||||||||
| 1100 Connecticut Ave | NW Ste 1200 | Washington | DC | 20036 | 133206571 | 501 (c) 3 | $8,500 | SEE PART IV |
| Bike Cleveland | ||||||||
| PO Box 609718 | Cleveland | OH | 44109 | 452556898 | 501 (c) 3 | $10,000 | SEE PART IV | |
| Care Alliance Health Center | ||||||||
| 1530 St Clair Avenue | Cleveland | OH | 44114 | 341748776 | 501 (c) 3 | $10,000 | SEE PART IV | |
| The Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501 (c) 3 | $10,000 | SEE PART IV | |
| Cleveland Development Foundation | ||||||||
| 1240 Huron Rd Ste 400 | Cleveland | OH | 44115 | 346528498 | 501 (c) 3 | $10,000 | SEE PART IV | |
| Cuyahoga Community College | ||||||||
| 700 Carnegie Avenue | Cleveland | OH | 44115 | 237320719 | 501 (c) 3 | $10,000 | SEE PART IV | |
| Legal Aid Society of Columbus | ||||||||
| 1108 City Park Avenue | Columbus | OH | 43206 | 314416407 | 501 (c) 3 | $10,000 | SEE PART IV | |
| Philanthropy Ohio | ||||||||
| 500 S Front St Ste 900 | Columbus | OH | 43215 | 311111842 | 501 (c) 3 | $10,000 | SEE PART IV | |
| United Cerebral Palsy Association | ||||||||
| 10011 Euclid Avenue | Cleveland | OH | 44106 | 340753561 | 501 (c) 3 | $10,000 | SEE PART IV | |
| United Way of Greater Cleveland | ||||||||
| 1331 Euclid Ave | Cleveland | OH | 44115 | 346516654 | 501 (c) 3 | $10,000 | SEE PART IV | |
| University Hospitals Cleveland Medical Ctr | ||||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | 340714775 | 501 (c) 3 | $10,000 | SEE PART IV | |
| University Settlement Inc | ||||||||
| 4800 Broadway Avenue | Cleveland | OH | 44127 | 340714776 | 501 (c) 3 | $10,000 | SEE PART IV | |
| Cleveland Minority Organ&Tissue Transplant Prgm | ||||||||
| 11717 Euclid Ave | PO Box 12220 | Cleveland | OH | 44112 | 341900839 | 501 (c) 3 | $11,396 | SEE PART IV |
| Philanthropy Ohio | ||||||||
| 500 S Front St Ste 900 | Columbus | OH | 43215 | 311111842 | 501 (c) 3 | $12,500 | SEE PART IV | |
| Cleveland Public Theatre | ||||||||
| 6415 Detroit Avenue | Cleveland | OH | 44102 | 341359225 | 501 (c) 3 | $15,000 | SEE PART IV | |
| Thea Bowman Center | ||||||||
| 11901 Oakfield Avenue | Cleveland | OH | 44105 | 522157682 | 501 (c) 3 | $15,000 | SEE PART IV | |
| University Circle Incorporated | ||||||||
| 10831 Magnolia Drive | Cleveland | OH | 44106 | 340823464 | 501 (c) 3 | $16,950 | SEE PART IV | |
| Health Policy Institute of Ohio | ||||||||
| 10 W Broad St Ste 1050 | Columbus | OH | 43215 | 300186863 | 501 (c) 3 | $18,000 | SEE PART IV | |
| Naaleh Cleveland | ||||||||
| 23980 Chagrin Boulevard | Beachwood | OH | 44122 | 822610258 | 501 (c) 3 | $18,000 | SEE PART IV | |
| Atideinu | ||||||||
| 3695 Severn Road | Cleveland | OH | 44118 | 472077625 | 501 (c) 3 | $20,000 | SEE PART IV | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501 (c) 3 | $20,000 | SEE PART IV | |
| The Cleveland Foundation | ||||||||
| 1422 Euclid Ave | Ste 1300 | Cleveland | OH | 44115 | 340714588 | 501 (c) 3 | $20,000 | SEE PART IV |
| Snr Transporation Connection of Cuyahoga | ||||||||
| 4735 W 150 St Ste A | Cleveland | OH | 44135 | 300319480 | 501 (c) 3 | $20,000 | SEE PART IV | |
| Community Initiatives | ||||||||
| 1000 Broadway Suite 480 | Oakland | CA | 94607 | 943255070 | 501 (c) 3 | $25,000 | SEE PART IV | |
| Gift of Life Bone Marrow Foundation Inc | ||||||||
| 800 Yamato Rd | Ste 101 | Boca Raton | FL | 33431 | 223131232 | 501 (c) 3 | $25,000 | SEE PART IV |
| May Dugan Center | ||||||||
| 4115 Bridge Avenue | Cleveland | OH | 44113 | 237061949 | 501 (c) 3 | $25,740 | SEE PART IV | |
| ideastream | ||||||||
| 1375 Euclid Avenue | Cleveland | OH | 44115 | 341943865 | 501 (c) 3 | $30,000 | SEE PART IV | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Dr | Beachwood | OH | 44122 | 340714445 | 501 (c) 3 | $1,981,987 | SEE PART IV | |
| YMCA of Greater Cleveland | ||||||||
| 1801 Superior Ave | Suite 130 | Cleveland | OH | 44114 | 340714728 | 501 (c) 3 | $31,818 | SEE PART IV |
| Neighborhood Family Practice | ||||||||
| 4115 Bridge Ave Ste 300 | Cleveland | OH | 44113 | 341300581 | 501 (c) 3 | $35,000 | SEE PART IV | |
| Burten Bell Carr Development Inc | ||||||||
| 7201 Kinsman Rd Ste 104 | Cleveland | OH | 44104 | 341657533 | 501 (c) 3 | $40,000 | SEE PART IV | |
| MobileMed 1 Inc (dba MedWorks) | ||||||||
| 1950 Richmond Rd TR205 | Cleveland | OH | 44124 | 263858369 | 501 (c) 3 | $40,000 | SEE PART IV | |
| St Vincent Charity Medical Center | ||||||||
| 2351 East 22nd Street | Cleveland | OH | 44115 | 341893452 | 501 (c) 3 | $40,000 | SEE PART IV | |
| Universal Health Care Access Network Ohio | ||||||||
| 35 E Gay St Ste 404 | Columbus | OH | 43215 | 311542417 | 501 (c) 3 | $40,000 | SEE PART IV | |
| Veggie U | ||||||||
| 184 North Oberlin Road | Oberlin | OH | 44074 | 043712962 | 501 (c) 3 | $45,990 | SEE PART IV | |
| Alliance for a Healthier Generation Inc | ||||||||
| 2525 SW 1st Avenue | Suite 120 | Portland | OR | 97201 | 272028308 | 501 (c) 3 | $50,000 | SEE PART IV |
| Bikur Cholim of Cleveland | ||||||||
| 1845 S Taylor Rd | Cleveland Hts | OH | 44118 | 341809885 | 501 (c) 3 | $50,000 | SEE PART IV | |
| The Center for Community Solutions | ||||||||
| 1501 Euclid Avenue | Suite 310 | Cleveland | OH | 44115 | 340714723 | 501 (c) 3 | $50,000 | SEE PART IV |
| Hebrew Free Loan Association (HFLA) | ||||||||
| 23300 Chagrin Blvd | Suite 204 | Beachwood | OH | 44122 | 340281800 | 501 (c) 3 | $50,000 | SEE PART IV |
| Waiting Child Fund | ||||||||
| 1427 E 36th Street | Suite 4203F | Cleveland | OH | 44114 | 202727509 | 501 (c) 3 | $50,000 | SEE PART IV |
| YWCA Greater Cleveland | ||||||||
| 4019 Prospect Avenue | Cleveland | OH | 44103 | 340714800 | 501 (c) 3 | $50,000 | SEE PART IV | |
| Hunger Network of Greater Cleveland | ||||||||
| 614 West Superior Ave | Suite 744 | Cleveland | OH | 44113 | 341810545 | 501 (c) 3 | $60,000 | SEE PART IV |
| Centers for Families and Children | ||||||||
| 4500 Euclid Avenue | Cleveland | OH | 44103 | 237084455 | 501 (c) 3 | $65,000 | SEE PART IV | |
| The Center for Community Solutions | ||||||||
| 1501 Euclid Avenue | Suite 310 | Cleveland | OH | 44115 | 340714723 | 501 (c) 3 | $66,000 | SEE PART IV |
| The Center for Community Solutions | ||||||||
| 1501 Euclid Avenue | Suite 310 | Cleveland | OH | 44115 | 340714723 | 501 (c) 3 | $72,000 | SEE PART IV |
| OhioGuidestone | ||||||||
| 434 Eastland Road | Berea | OH | 44017 | 340720558 | 501 (c) 3 | $73,649 | SEE PART IV | |
| Planned Parenthood of Greater Ohio | ||||||||
| 444 W Exchange Street | Akron | OH | 44302 | 341015976 | 501 (c) 3 | $75,000 | SEE PART IV | |
| The Ohio State University Foundation | ||||||||
| 1480 West Lane Avenue | Columbus | OH | 43221 | 311145986 | 501 (c) 3 | $81,500 | SEE PART IV | |
| Greater Cleveland Food Bank Inc | ||||||||
| 15500 S Waterloo Rd | Cleveland | OH | 44110 | 341292848 | 501 (c) 3 | $95,250 | SEE PART IV | |
| Better Health Partnership | ||||||||
| 2500 MetroHealth Drive | Cleveland | OH | 44109 | 261725657 | 501 (c) 3 | $100,000 | SEE PART IV | |
| The Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714585 | 501 (c) 3 | $100,000 | SEE PART IV | |
| Cleveland Sight Center | ||||||||
| 1909 E 101st Street | Cleveland | OH | 44106 | 340714652 | 501 (c) 3 | $100,000 | SEE PART IV | |
| Fisher House Foundation Inc | ||||||||
| 111 Rockville Pike | Ste 420 | Rockville | MD | 20850 | 113158401 | 501 (c) 3 | $100,000 | SEE PART IV |
| Helen Keller International | ||||||||
| 1 Dag Hammarskjold Plaza | Floor 2 | New York | NY | 10017 | 135562162 | 501 (c) 3 | $100,000 | SEE PART IV |
| The Legal Aid Society of Cleveland | ||||||||
| 1223 West Sixth Street | Cleveland | OH | 44113 | 340866026 | 501 (c) 3 | $100,000 | SEE PART IV | |
| Positive Education Program | ||||||||
| 3100 Euclid Avenue | Cleveland | OH | 44115 | 341127919 | 501 (c) 3 | $100,000 | SEE PART IV | |
| Snr Transportation Connection of Cuyahoga | ||||||||
| 4735 West 150th Street | Suite A | Cleveland | OH | 44135 | 300319480 | 501 (c) 3 | $110,700 | SEE PART IV |
| Cuyahoga County Board of Health | ||||||||
| 5550 Venture Drive | Parma | OH | 44130 | 346000817 | 501 (c) 3 | $117,430 | SEE PART IV | |
| MobileMed 1 Inc (dba MedWorks) | ||||||||
| 1950 Richmond Road | TR205 | Cleveland | OH | 44124 | 263858369 | 501 (c) 3 | $125,000 | SEE PART IV |
| Health Policy Institute of Ohio | ||||||||
| 10 West Broad Street | Columbus | OH | 43215 | 300186863 | 501 (c) 3 | $150,000 | SEE PART IV | |
| The Jewish Federations of North America | ||||||||
| 25 Broadway 17th Floor | New York | NY | 10004 | 131624240 | 501 (c) 3 | $150,000 | SEE PART IV | |
| Menorah Park Center for Senior Living | ||||||||
| 27100 Cedar Road | Cleveland | OH | 44122 | 340714443 | 501 (c) 3 | $150,000 | SEE PART IV | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501 (c) 3 | $333,333 | SEE PART IV | |
| University Hospitals Cleveland Medical Ctr | ||||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | 340714775 | 501 (c) 3 | $333,333 | SEE PART IV | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501 (c) 3 | $500,000 | SEE PART IV | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 66 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I Description of Procedure for Monitoring Use of Funds | GRANT 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. 2018 HOMELESS STAND DOWN 2. 2017 FUNDING PARTNER PROGRAM 3. 2018 OPEN STREETS INITIATIVE 4. STRATEGIC PLANNING SUPPORT 5. HEART TRANSPLANT ORGAN DONATION EDUCATION 6. NATIONAL SEARCH FOR DIRECTOR OF HEALTH AND HUMAN SERVICES FOR CUYAHOGA COUNTY 7. TRI-C NURSING AND HEALTH CAREERS CONSULTANT 8. PROTECTING MEDICAID THROUGH LEGAL ADVOCACY 9. 2018 HEALTH INITIATIVE 10. COMMUNITY NEEDS ASSESSMENT FOR THE LEAFBRIDGE FEEDING CLINIC 11. HIPAA COMPLIANCE CONSULTANT 12. BREAST CANCER GEONOMIC SEQUENCING PROJECT PAGE 2: 1. STRATEGIC REVIEW AND PLANNING FOR SENIOR AND ADULT SERVICES 2. HEALTHY TEENS, HEALTHY TOMORROW: TEEN SUMMIT PROGRAM 3. 2018 ANNUAL MEMBERSHIP 4. ENDEPENDENCE PROJECT PHASE I 5. SENIOR CONNECTIONS OUTREACH PROJECT 6. BIRTHING BEAUTIFUL COMMUNITIES (BBC) CENTRAL NEIGHBORHOOD PROJECT 7. POLICY BRIEFS TO PROTECT MEDICAID EXPANSION 8. MENTAL ILLNESS AWARENESS IN THE ORTHODOX COMMUNITY - PROGRAM EXPANSION 9. BUILDING STRONG JEWISH KIDS AND BRIGHT JEWISH FUTURES 10. SCIENTIFIC ENRICHMENT OPPORTUNITY PROGRAM (SEOP) FOR HIGH SCHOOL STUDENTS 11. IMMIGRANT HEALTH AND HUMAN SERVICES 12. SENIOR TRANSPORATION CELEBRATING CONNECTIONS (OCTOBER 19, 2017) PAGE 3: 1. GROUNDWORK OHIO EARLY CHILDHOOD RACIAL EQUITY PROJECT 2. CLEVELAND AREA JEWISH DONOR RECRUITMENT 3. ALCOHOL AND DRUG COUNSELOR AND BEHAVIORAL HEALTH RE-DESIGN 4. BE WELL: HEALTH AND WELL-BEING PROGRAM SUPPORT 2018-2019 5. $31,250 TOWARDS HOLOCAUST SURVIVOR INITIATIVE, $300,000 TOWARDS CENTENNIAL INITIATIVE FOR JEWISH CLEVELAND, $1,650,737 TOWARDS 2018 CAMPAIGN FOR JEWISH NEEDS FOR HEALTH SERVICES 6. WE RUN THIS CITY YOUTH MARATHON PROGRAM 7. BEHAVIORAL HEALTH SERVICES EXPANSION 8. HEALTHY FOOD ACCESS INITIATIVE 9. CHAP TRANSITION INTO MEDWORKS 10. MEDICAL-LEGAL PARTNERSHIP BETWEEN ST. VINCENT CHARITY MEDICAL CENTER AND THE LEGAL AID SOCIETY OF CLEVELAND 11. SUPPORTING GRASSROOTS ORGANIZING AND COALITION CAPACITY TO ENSURE HEALTH CARE POLICY BENEFITS CONSUMERS 12. EVALUATION PROCESS TO MEASURE ATTITUDE CHANGE PAGE 4: 1. CLEVELAND HEALTHY SCHOOLS PROGRAM 2. HOSPITAL HOSPITALITY ROOM PROGRAM 3. AIDS FUNDING COLLABORATIVE PARTNER MEMBERSHIP (FISCAL AGENT: CENTER FOR COMMUNITY SOLUTIONS) 4. IMPACTING THE HEALTH AND WELL-BEING OF GREATER CLEVELANDERS WITH INTEREST FREE LOANS 5. 30 DAYS TO FAMILY PROGRAM 6. ADDRESSING THE IMPACT OF CHILDHOOD TRAUMA ON BEHAVIOR AND PHYSICAL HEALTH AND PERFORMANCE 7. THE STAY WELL PROGRAM: EVALUATION, IMPROVEMENT, AND EXPANSION 8. HEALTHY EATING, FRESH FOOD BAG PILOT PROGRAM 9. MEDICAID POLICY CENTER 10. MEDICAID POLICY CENTER 11. OHIOGUIDESTONE CHILD-PARENT PSYCHOTHERAPY PROJECT 12. BUILDING CAPACITY FOR PREVENTION EDUCATION AND HEALTH PROGRAMS PAGE 5: 1. CLEVELAND-CUYAHOGA COUNTY PRODUCE PERKS AND PRODUCE PRESCRIPTION PROGRAMS AND THE COMMUNITY FOOD GUIDE 2. FOOD AS MEDICINE PLANNING AND IMPLEMENTATION 3. SUPPORT FOR CHILDREN'S HEALTH INITIATIVE 4. THE MT. SINAI SCHOLARS PROGRAM FOR TRANSFORMATIVE NANOMEDICINE: A PARTNERSHIP BETWEEN CLEVELAND CLINIC AND THE HEBREW UNIVERSITY OF JERUSALEM 5. ADVANCING OUTCOMES FOR INDIVIDUALS WITH VISUAL IMPAIRMENTS THROUGH ELECTRONIC HEALTH RECORDS 6. SUPPORT FOR MATCH FOR CONSTRUCTION OF GREATER CLEVELAND FISHER HOUSE AT LOUIS B. STOKES CLEVELAND VA MEDICAL CENTER 7. CHILDSIGHT OHIO: PROVIDING VISION CARE TO YOUTH IN NEED 8. HEALTHY HOUSING PROJECT TO PREVENT CHILD LEAD POISONING 9. INSTITUTING AND IMPLEMENTING AN INTEGRATED ELECTRONIC HEALTH AND EDUCATION RECORD SYSTEM 10. OPERATIONS SUPPORT 11. EARLY AGES HEALTHY STAGES AND OHIO HEALTHY PROGRAM EXPANSION AND INNOVATION 12. EXPANDING SERVICES TO DELIVER UNCONDITIONAL CARE TO IMPROVE THE HEALTH OF PATIENTS IN NEED PAGE 6: 1. IMPROVING THE HEALTH AND WELL-BEING OF OHIOANS THROUGH INFORMED POLICY DECISIONS 2. EXPANDING THE JFNA STRATEGIC HEALTH RESOURCE CENTER 3. ELECTRONIC HEALTH RECORDS IMPLEMENTATION 4. MT. SINAI SCHOLARS PROGRAM (RENEWAL) 5. HARRINGTON DISCOVERY INSTITUTE: ESTABLISHMENT OF THE MT. SINAI HEALTH CARE FOUNDATION FUND 6. $10 MILLION CHALLENGE GRANT FOR A NEW MEDICAL SCHOOL ON THE CLEVELAND CLINIC CAMPUS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCHELL BALK | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $294,894 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $15,500 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $40,336 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,660 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $368,390 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | part I, line 4b: | FormAndLineReferenceDesc |
| Explanation | MITCHELL 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 C, LINE 19: | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS: PARTNERSHIP GAIN -$451,471 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF CLEVELAND | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 340714445 | SEE PART VII | OH | 501(C)(3) | 7 | NA | false |
| JOANN AND THOMAS ADLER FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341858749 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| mildred & martin becker family fdn | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341711965 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| THE SEMI J & RUTH W BEGUN FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341594565 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| CHELM FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 300226826 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| CLEVELAND HEBREW SCHOOLS EDUCATIONAL FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 340714599 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| ELLEN E & VICTOR J COHN SUPPORTING FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311606939 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| COMMISSION ON CEMETERY PRESERVATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341771506 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| FEDERATION HOLDINGS INC | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 237133908 | SEE PART VII | OH | 501(C)(2) | N/A | SEE PART VII | false |
| FGI FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916912 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| RINA & SAMUEL M FRANKEL FAMILY FOUNDATI | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311502121 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| PEGGY AND JOHN GARSON FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916905 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| ROBERT AND SUSAN R HURWITZ FAMILY FOUND | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916908 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| THE IMMERMAN FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341533181 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| JEWISH COMMUNITY HOUSING INC | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341276120 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MADAV XVII FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341827879 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MADAV IX FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341638258 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MADAV XVIII FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341827878 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MALTZ FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311566163 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MANDEL SPPRTING FDTNS- MORTON & BARBARA | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341350570 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MEISEL FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311583883 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MILLER GOOD FAMILY CHARITABLE FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341832965 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| ALEX & ANNE MILLER FAMILY CHARITABLE FUN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311204735 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341806783 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAVID AND INEZ MYERS FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 346560945 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| EILEEN AND MYRON NICKMAN FAMILY SUPPORTI | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916911 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| PHYLLIS & DEBRA ANN NOVEMBER CHILDREN'S | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311566156 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| OSTARA | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311606934 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| THE HARRY RATNER HUMAN SERVICES FUND | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341360076 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| THE RIMON XLI FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341916913 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| ROBERT S & SYLVIA K REITMAN FAMILY FOU | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311502117 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAVID AND ENID ROSENBERG FAMILY FOUNDATI | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 371777614 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| SCHOLNICK FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 611749334 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| NATHAN & FANNYE SHAFRAN FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341458950 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| LAWRENCE C SHERMAN FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341806781 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MICHAEL & ANITA SIEGAL FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341832962 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| LAURA & ALVIN SIEGAL CLG JUD STDIES ED F | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 340946903 | SEE PART VII | OH | 501(C)(3) | 7 | SEE PART VII | false |
| NORMA AND ERNIE SIEGLER FAMILY FOUNDATIO | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341546349 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| ROBERT AND EILEEN SILL FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 464104662 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| SIMON FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341808584 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| NAOMI G & EDWIN Z SINGER FAMILY FUND | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341638257 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| IRVING I STONE SUPPORT FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341476465 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| NINA & NORMAN WAIN FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 311502119 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| STANLEY & SALLY HARRIS WETHEIM FAM FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 300884987 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| WOLF FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341638259 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| BENNETT & DONNA YANOWITZ FAMILY FDN | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341562999 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| DAN AND ELLEN ZELMAN FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 383876650 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| ZILBER FAMILY FOUNDATION | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341711966 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MANDEL SPPRTING FDTNS- JACK N AND LILYA | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341350566 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
| MANDEL SPPRTING FDTNS- JOSEPH C AND FLO | ||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | 341350568 | SEE PART VII | OH | 501(C)(3) | 12A TYPE 1 | SEE PART VII | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND FEDERATION PE I LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25701 SCIENCE PARK DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441227302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463664554 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE PART VII | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED FROM TAX | PredominantIncomeTypeTxt |
| Share Of Total Income | $31,579 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $2,767,770 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | false | DisproportionateAllocationsInd |
| UBI Code V | $353 | UBICodeVAmt |
| General Or Managing Partner | false | GeneralOrManagingPartnerInd |
| Ownership | 0.15000 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 OF 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 FEDERATIO NDIRECT 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: MILLER GOOD 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: 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 D |
| 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 |