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JACK JOSEPH AND MORTON MANDEL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
JACK JOSEPH AND MORTON MANDEL FOUNDATION (EIN 34-6546418)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202533179349102453
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-13T12:44:19-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARKWOOD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11000 LAKESIDE AVE EAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441141117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346546418EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACK JOSEPH & MORTON MANDEL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% LAVONDA D NAPKAInCareOfNm
Business Name ControlJACKBusinessNameControlTxt
Phone2168756500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11000 LAKESIDE AVE EAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441141117ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK MADEJAPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2168756500PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT L DESSECKER IIIPreparerPersonNm
PTINP00496668PTIN
Phone2168756500PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,336,811,642FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,840InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,840InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,840InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$50,795,209DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,795,209DividendsNetInvstIncmAmt
Dividends Adj Net Incm$50,795,209DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$254,460,523NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$350,891,195GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$254,460,523CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$146,338OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$3,235,023OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm-$3,235,023OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$305,406,910TotalRevAndExpnssAmt
Total Net Invst Incm$302,025,549TotalNetInvstIncmAmt
Total Adj Net Incm$47,565,026TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,125,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$2,125,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,397,693OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,397,693OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$404,191PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$404,309PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,088LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$6,018LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,130,511OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$2,025,213OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$9,864,565InterestRevAndExpnssAmt
Interest Net Invst Incm$9,811,625InterestNetInvstIncmAmt
Interest Adj Net Incm$9,811,625InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl$55,566InterestDsbrsChrtblAmt
Taxes Rev And Expnss$5,187,863TaxesRevAndExpnssAmt
Taxes Net Invst Incm$895,783TaxesNetInvstIncmAmt
Taxes Adj Net Incm$895,783TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$216,274TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$94,246DeprecAndDpltnRevAndExpnssAmt
Occupancy Rev And Expnss$354,735OccupancyRevAndExpnssAmt
Occupancy Dsbrs Chrtbl$358,448OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,429,525TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,447,303TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$158,481PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$159,513PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,602,660OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$49,984,238OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$49,984,238OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$599,049OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$74,750,558TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$60,691,646TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$60,691,646TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,794,386TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$214,929,206ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$77,001,782ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$289,679,764TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$60,691,646TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$60,691,646TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$86,796,168TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,727,146ExcessRevenueOverExpensesAmt
Net Investment Income$241,333,903NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$28,180,557SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$32,114,281SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$32,114,281SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$183AcctRcvblAmt
Acct Rcvbl BOY$11,633,006AcctRcvblBOYAmt
Acct Rcvbl EOY$183AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$183AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$25,064PrepaidExpensesBOYAmt
Prepaid Expenses EOY$81,976PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$81,976PrepaidExpensesEOYFMVAmt
Invst Land Cost Or Other Basis$902,661InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$294,665InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$693,417LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$607,996LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$607,996LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$3,471,221,825OtherInvestmentsBOYAmt
Other Investments EOY$3,540,808,708OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,303,651,729OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,800,201OtherAssetsBOYAmt
Other Assets EOY$355,477OtherAssetsEOYAmt
Other Assets EOYFMV$355,477OtherAssetsEOYFMVAmt
Total Assets BOY$3,513,554,070TotalAssetsBOYAmt
Total Assets EOY$3,573,968,621TotalAssetsEOYAmt
Total Assets EOYFMV$2,336,811,642TotalAssetsEOYFMVAmt
Accounts Payable BOY$121,656AccountsPayableBOYAmt
Accounts Payable EOY$230,120AccountsPayableEOYAmt
Grants Payable BOY$165,585,975GrantsPayableBOYAmt
Grants Payable EOY$137,925,624GrantsPayableEOYAmt
Other Liabilities BOY$1,642,132OtherLiabilitiesBOYAmt
Other Liabilities EOY$264,505OtherLiabilitiesEOYAmt
Total Liabilities BOY$167,349,763TotalLiabilitiesBOYAmt
Total Liabilities EOY$138,420,249TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,346,204,307RetainedEarningBOYAmt
Retained Earning EOY$3,435,548,372RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,346,204,307TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,435,548,372TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,513,554,070TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,573,968,621TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,346,204,307TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,727,146ExcessRevenueOverExpensesAmt
Other Increases$159,606,934OtherIncreasesAmt
Subtotal$3,521,538,387SubtotalAmt
Other Decreases$85,990,015OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,435,548,372TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PIMCO SHORT-TERM INSTITUTIONALP$84,131,976$83,865,996$265,980$265,980
VANGUARD SHORT-TERM INVESTMENT GRADE INSTLP$4,378,413$4,382,895-$4,482-$4,482
PIMCO SHORT-TERM INSTITUTIONALP$4,401,003$4,319,189$81,814$81,814
VANGUARD SHORT-TERM INVESTMENT GRADE INSTLP$3,621,557$3,862,592-$241,035-$241,035
SHORT-TERM GAINS THROUGH PARTNERSHIPSP$33,135,134$33,135,134$33,135,134
LONG-TERM GAINS THROUGH PARTNERSHIPSP$203,261,703$203,261,703$203,261,703
SECTION 1231 GAINS THROUGH PARTNERSHIPSP$17,025,484$17,025,484$17,025,484
SECTION 1256 GAINS THROUGH PARTNERSHIPSP$374,370$374,370$374,370
SECTION 1256 GAINS THROUGH PARTNERSHIPSP$561,555$561,555$561,555
FieldValueIRS element (for citing)
Capital Gain Net Income$254,460,523CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,354,541InvestmentIncomeExciseTaxAmt
Subtotal$3,354,541SubtotalAmt
Tax Based On Investment Income$3,354,541TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,192,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,634,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,826,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$141,401EsPenaltyAmt
Tax Due$669,942TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.MANDELFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LAVONDA D NAPKABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2168756500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11000 LAKESIDE AVE EAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441141117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK A MADEJA
1000 LAKESIDE AVE ECLEVELANDOH441141117COO, TREASURER & SECRETARY20.0$0$0$0
STEPHEN H HOFFMAN
1000 LAKESIDE AVE ECLEVELANDOH441141117CHAIRMAN30.0$775,000$0$0
JEHUDA REINHARZ
1000 LAKESIDE AVE ECLEVELANDOH441141117CEO & PRESIDENT40.0$1,350,000$31,517$0
MALA GARG
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
RANDALL J KORACH
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
DAN A POLSTER
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
CHARLES H RATNER
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
JERRY SUE THORNTON
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
SCOTT S COWEN
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
RENEE CHELM
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
ERIKA RUDIN-LURIA
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
ADAM B LANGSAM
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
JEFFREY J WILD
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
NACHMAN SHAI
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0
LAVONDA D NAPKA
1000 LAKESIDE AVE ECLEVELANDOH441141117ASSISTANT SECRETARY1.0$0$0$0
AMIRA AHRONOVIZ
1000 LAKESIDE AVE ECLEVELANDOH441141117TRUSTEE1.0$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmt
THEODORE SASSON
1000 LAKESIDE AVE ECLEVELANDOH441141117DIRECTOR OF PROGRAMS40.0$242,506$22,415
EVA HEINSTEIN
1000 LAKESIDE AVE ECLEVELANDOH441141117PROGRAM DIRECTOR40.0$211,042$41,297
JETHRO BERKMAN
1000 LAKESIDE AVE ECLEVELANDOH441141117PROGRAM DIRECTOR40.0$193,050$39,677
SEYMOUR KOPELOWITZ
1000 LAKESIDE AVE ECLEVELANDOH441141117PROGRAM DIRECTOR40.0$184,857$16,637
MICHAEL WHITE
1000 LAKESIDE AVE ECLEVELANDOH441141117PROGRAM DIRECTOR40.0$175,350$10,767
FieldValueIRS element (for citing)
Other Employee Paid Over50k17OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
PARKWOOD TRUST COMPANY
C/O PARKWOOD LLC 1000 LAKESIDE AVECLEVELANDOH441141117INVESTMENT ADVISORY$12,689,630
ONE HARVARD STREET LLC
C/O PARKWOOD LLC 1000 LAKESIDE AVECLEVELANDOH441141117CONSULTING$162,746
MIRIAM BETH RAIDER-ROTH
C/O PARKWOOD LLC 1000 LAKESIDE AVECLEVELANDOH441141117CONSULTING$121,872
MICHAEL R WHITE
C/O PARKWOOD LLC 1000 LAKESIDE AVECLEVELANDOH441141117CONSULTING$121,170
KATHERINE G SIMON
C/O PARKWOOD LLC 1000 LAKESIDE AVECLEVELANDOH441141117CONSULTING$61,740
FieldValueIRS element (for citing)
Contractor Paid Over50k3ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,781,660AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,235,837,779FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,293,619,439TotalFMVOfUnusedAssetsAmt
Reduction Claimed$1,256,816,083ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,293,619,439AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,404,292CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,259,215,147NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,960,757MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,960,757MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,354,541TaxBasedOnInvestmentIncomeAmt
Total Tax$3,354,541TotalTaxAmt
Distributable Before Adj$109,606,216DistributableBeforeAdjAmt
Distributable Before Ded$109,606,216DistributableBeforeDedAmt
Distributable As Adjusted$109,606,216DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$86,796,168ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$86,796,168QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,606,216DistributableAsAdjustedAmt
Undistributed Income PY$78,262,467UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$86,796,168QualifyingDistributionsAmt
Applied To Year1$78,262,467AppliedToYear1Amt
Applied To Current Year$8,533,701AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$101,072,515UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJEHUDA REINHARZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11000 LAKESIDE AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2168756500RecipientPhoneNum
Form And Info And MaterialsNO FORMAL APPLICATION FORM IS USED. THE FOLLOWING INFORMATION SHOULD ACCOMPANY ANY REQUEST: 1) DESCRIPTION OF PROJECT AND JUSTIFICATION FOR GRANT. 2) AMOUNT OF GRANT REQUESTED AND TERM OF GRANT. 3) PERTINENT FINANCIAL INFORMATION. 4) IRS EXEMPTION STATUS INCLUDING COPY OF EXEMPTION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (284 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Adamah
5425 Mount Gilead RoadReisterstownMD21136Project Support$85,000
American Committee for the Weizmann Inst of Sci
633 Third AvenueNew YorkNY10017Program Support$306,340
American Friends of Leket Israel Inc
PO Box 2090TeaneckNJ07666General Operating Support$7,500
American Friends of Leket Israel Inc
PO Box 2090TeaneckNJ07666Project Support$30,000
American Friends of the Hebrew University
199 Water Street 11th FloorNew YorkNY10038Program Support$1,250,000
American Jewish Committee
1422 Euclid Ave Suite 904ClevelandOH44124General Operating Support$1,800
American Jewish Joint Distribution Committee
220 East 42nd Street Suite 400New YorkNY10017Project Support$260,000
Apopo US Inc
712 H St NEWashingtonDC20002General Operating Support$25,000
Beit Ruth for Young Women & Girls At Risk
2 Jericho Plaza Suite 111JerichoNY11753Project Support$15,000
Birthing Beautiful Communities
3043 Superior AvenueClevelandOH44114Project Support$50,000
B'nai B'rith Youth Organization
529 14th Street NW Suite 705WashingtonDC20045General Operating Support$2,000
B'nai Jeshurun Congregation
27501 Fairmount BlvdPepper PikeOH44124Project Support$36,000
Boys and Girls Clubs of Northeast Ohio
6114 Broadway AvenueClevelandOH44127General Operating Support$5,000
Brandeis University
415 South StreetWalthamMA02454Program Support$125,000
Brandeis University
415 South StreetWalthamMA02454Program Support$75,000
Brandon Merritt Charitable Foundation
2325 NW 102 PlaceDoralFL33172General Operating Support$6,750
Bravo Colorado at Vail - Beaver Creek
2271 N Frontage Rd W Suite CVailCO81657Project Support$10,000
Bravo Colorado at Vail - Beaver Creek
2271 N Frontage Rd W Suite CVailCO81657General Operating Support$5,000
Bunker Hill Community College Foundation Inc
250 New Rutherford AveBostonMA02129Program Support$273,337
Camp Harbor View Foundation Inc
79 Newbury StreetBostonMA02116General Operating Support$100,000
Camp Stone
2437 South Green RoadBeachwoodOH44122Project Support$40,000
Candid
PO Box 22799New YorkNY10087General Operating Support$1,500
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Program Support$447,900
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Program Support$510,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Project Support$1,000,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106General Operating Support$10,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Project Support$12,500
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106General Operating Support$5,000
Center for Community Solutions
1300 E 9th Street Suite 1703ClevelandOH44114General Operating Support$5,000
Central Fund of Israel
461 Central AvenueCedarhurstNY11516General Operating Support$300,000
Chabad of Downtown Cleveland
1111 Superior Avenue E Suite 1320ClevelandOH44114General Operating Support$30,000
Chaviva High School
3300 Mayfield RoadCleveland HeightsOH44118General Operating Support$50,000
Chaviva High School
3300 Mayfield RoadCleveland HeightsOH44118General Operating Support$50,000
Children First Fd the Chicago Public Schools Fdn
200 West Madison Street 2nd FloorChicagoIL60606General Operating Support$10,000
Children's Museum of Cleveland
3813 Euclid AvenueClevelandOH44115General Operating Support$10,000
Chronicle of a People Foundation Inc
105 East 34th Street Suite 184New YorkNY10016Project Support$100,000
Circle Health Services
12201 Euclid AvenueClevelandOH44106General Operating Support$5,000
City Club of Cleveland
850 Euclid Avenue 2nd FloorClevelandOH44114General Operating Support$3,000
The City Mission
5310 Carnegie AvenueClevelandOH44103General Operating Support$20,000
Cleveland Botanical Garden
11030 East BoulevardClevelandOH44103General Operating Support$2,500
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195Project Support$10,000
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195Project Support$20,000
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195Endowment Funding$6,250,000
Cleveland Hearing and Speech Center
11635 Euclid AvenueClevelandOH44106General Operating Support$10,000
Cleveland Institute of Music
11021 East BoulevardClevelandOH44106General Operating Support$10,000
Cleveland Jewish Publication Company Foundation
23880 Commerce Park Suite 1BeachwoodOH44122Project Support$150,000
Cleveland Museum of Art
11150 East BoulevardClevelandOH44106General Operating Support$50,000
Cleveland Museum of Natural History
1 Wade OvalClevelandOH44106General Operating Support$5,000
Cleveland Public Library
325 Superior AvenueClevelandOH44114Capital Campaign$600,000
Cleveland Public Library
325 Superior AvenueClevelandOH44114Capital Campaign$600,000
Cleveland Public Library
325 Superior AvenueClevelandOH44114Capital Campaign$600,000
Cleveland Public Library Foundation
325 Superior AvenueClevelandOH44114General Operating Support$10,000
Cleveland Public Library Foundation
325 Superior AvenueClevelandOH44114Project Support$97,500
Cleveland Public Theatre Inc
6415 Detroit AvenueClevelandOH44102General Operating Support$5,000
Cleveland Public Theatre Inc
6415 Detroit AvenueClevelandOH44102Project Support$10,000
Cleveland Restoration Society
3751 Prospect AvenueClevelandOH44115General Operating Support$4,000
Cleveland Sight Center
1909 East 101st StreetClevelandOH44106General Operating Support$10,000
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Project Support$200,000
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Project Support$179,047
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Program Support$440,958
Cleveland Zoological Society
3900 Wildlife WayClevelandOH44109General Operating Support$10,000
College Now Greater Cleveland
1500 West 3rd Street Suite 125ClevelandOH44113General Operating Support$10,000
Congregation Beth El
1301 Oxford StBerkeleyCA94709General Operating Support$500
Congregation Mishkan Or
26000 Shaker BlvdBeachwoodOH44122Project Support$60,000
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Project Support$15,000
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$278,235
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$402,926
Dickinson College
PO Box 1773CarlislePA17013Project Support$5,000
Economic Growth Foundation
1240 Huron Road Suite 300ClevelandOH44115General Operating Support$10,000
Fairmount Temple
23737 Fairmount BoulevardBeachwoodOH44122Project Support$100,000
Friends of Bazalel Academy of Arts and Designs Inc
244 Fifth Avenue Suite 2734New YorkNY10001Project Support$200,000
Friendship Circle of Cleveland
27900 Gates Mills BlvdPepper PikeOH44124Project Support$50,000
Geaux Girl Media
4917 Annunciation StreetNew OrleansLA70115General Operating Support$2,200
Givat Haviva Educational Foundation
500 7th Avenue 8th FloorNew YorkNY10018General Operating Support$10,000
Great Lakes Science Center
601 Erieside AvenueClevelandOH44114General Operating Support$10,000
Greater Cleveland Food Bank Inc
13815 Coit RdClevelandOH44110General Operating Support$2,500
Greater Cleveland Food Bank Inc
13815 Coit RdClevelandOH44110General Operating Support$1,250
Greater Cleveland Food Bank Inc
13815 Coit RdClevelandOH44110General Operating Support$10,000
Greater Cleveland Volunteers
4415 Euclid Avenue Suite 200ClevelandOH44103General Operating Support$2,000
Gross Schechter Day School
27601 Fairmount BlvdPepper PikeOH44124General Operating Support$100,000
Hebrew Academy of Cleveland
1800 Warrensville Center RoadClevelandOH44121General Operating Support$100,000
Hebrew Free Loan Association Northeast Ohio
23300 Chagrin Boulevard Suite 204BeachwoodOH44122General Operating Support$2,000
Hillel at University of Delaware
47 W Delaware AveNewarkDE19711General Operating Support$7,500
Hillel the Foundation for Jewish Campus Life
800 Eighth Street NWWashingtonDC20001Project Support$50,000
Hillel the Foundation for Jewish Campus Life
800 Eighth Street NWWashingtonDC20001Project Support$250,000
Hillel the Foundation for Jewish Campus Life
800 Eighth Street NWWashingtonDC20001Project Support$250,000
Honeymoon Israel
1417 Mayson Street NEAtlantaGA30324Project Support$125,000
Ideastream
1375 Euclid AvenueClevelandOH44115General Operating Support$10,000
Intonation Music
4434 S Lake Park Ave Suite 110ChicagoIL60653General Operating Support$5,000
Intonation Music
4434 S Lake Park Ave Suite 110ChicagoIL60653General Operating Support$15,000
JCC Global USA Inc
345 Meadowview AveHewlettNY11557General Operating Support$25,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Project Support$15,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$125,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$500,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$750,000
Jewish Community Center of Asheville
236 Charlotte StreetAshevilleNC28801General Operating Support$100,000
Jewish Community Centers Association
520 Eigth AvenueNew YorkNY10018Program Support$125,000
Jewish Community Centers Association
520 Eigth AvenueNew YorkNY10018Project Support$150,000
Jewish Community Legacy Project
5256 Weatherwood TraceMariettaGA30068Project Support$450,000
Jewish Education Center of Cleveland
2030 South Taylor RoadCleveland HeightsOH44118Project Support$125,000
Jewish Education Center of Cleveland
2030 South Taylor RoadCleveland HeightsOH44118Program Support$100,000
Jewish Family Service Assoc of Cleveland Ohio
29125 Chagrin BlvdPepper PikeOH44122General Operating Support$1,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122General Operating Support$75,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$10,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$10,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$2,500
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$200,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$500,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$40,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$100,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$11,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122General Operating Support$29,700
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122General Operating Support$15,000
Jewish Federation of Delaware
101 Garden of Eden RoadWilmingtonDE19803Contribution Funding$84,000
Jewish Federation of Greater Atlanta
1440 Spring Street NWAtlantaGA30309Project Support$50,000
Jewish Federation of Greater Atlanta
1440 Spring Street NWAtlantaGA30309Project Support$20,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Project Support$1,000,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Contribution Funding$600,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004General Operating Support$15,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Program Support$3,083,500
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Contribution Funding$500,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Contribution Funding$250,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Contribution Funding$375,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Contribution Funding$500,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Project Support$136,500
Jewish Funders Network
150 West 30th StreetNew YorkNY10001Program Support$250,000
Jewish Home Life Communities Inc
3150 Howell Mill RoadAtlantaGA30327General Operating Support$20,000
Jewish Kids Group Foundation Inc
675 Ponce De Leon Avve NE 8500AtlantaGA30309General Operating Support$15,000
Jewish Kids Group Foundation Inc
675 Ponce De Leon Avve NE 8500AtlantaGA30309General Operating Support$25,000
Jewish Review of Books Foundation
3091 Mayfield Road Suite 412Cleveland HeightsOH44118Project Support$5,500
Joseph and Florence Mandel Jewish Day School
26500 Shaker BoulevardBeachwoodOH44122General Operating Support$100,000
Joseph and Florence Mandel Jewish Day School
26500 Shaker BoulevardBeachwoodOH44122General Operating Support$2,000
Journey Center for Safety and Healing
PO Box 5466ClevelandOH44101General Operating Support$2,500
Journey Center for Safety and Healing
PO Box 5466ClevelandOH44101Project Support$100,000
Junior Achievement of Greater Cleveland Inc
1422 Euclid Avenue Suite 952ClevelandOH44115General Operating Support$1,000
KBY Congregations Together Inc
PO Box 23170BrooklynNY11202General Operating Support$15,000
Kol Israel Foundation Inc
27501 Fairmount BlvdClevelandOH44124General Operating Support$10,000
LAND Studio Inc
2519 Detroit Ave Suite 100ClevelandOH44113Project Support$31,000
Legal Aid Society of Cleveland
1223 West Sixth StreetClevelandOH44113General Operating Support$1,000
Legal Aid Society of Cleveland
1223 West Sixth StreetClevelandOH44113General Operating Support$10,000
Leo Baeck Institute
15 West 16th StNew YorkNY10011General Operating Support$10,000
Leonard and Susan Fuchs Mizrachi School
26600 Shaker BlvdBeachwoodOH44122General Operating Support$100,000
Lorain County Community College Foundation
1005 North Abbe Road CC220ElyriaOH44035Program Support$316,437
Maltz Museum of Jewish Heritage
2929 Richmond RoadBeachwoodOH44122Project Support$5,000
Maltz Museum of Jewish Heritage
2929 Richmond RoadBeachwoodOH44122Project Support$5,000
Mandel Foundation - Israel
Annual Operating Support$35,080,374PO Box 4556JerusalemIS9104402
Mandel Jewish Community Center of Cleveland
26001 South Woodland RoadBeachwoodOH44122Project Support$366,422
May Dugan Center
4115 Bridge AvenueClevelandOH44113General Operating Support$5,000
MEOR
11723 Stonington PlaceSilver SpringMD20902General Operating Support$30,000
MidTown Cleveland Inc
5000 Euclid Avenue Suite 100ClevelandOH44103Project Support$150,000
MidTown Cleveland Inc
5000 Euclid Avenue Suite 100ClevelandOH44103Project Support$25,000
Modern Warrior LIVE
PO Box 5683ClevelandOH44101General Operating Support$15,000
Museum of Contemporary Art Cleveland
11400 Euclid AvenueClevelandOH44106General Operating Support$10,000
Music Settlement
11125 Magnolia DriveClevelandOH44106General Operating Support$5,000
Musical Arts Association
11001 Euclid AvenueClevelandOH44106General Operating Support$6,000
Musical Arts Association
11001 Euclid AvenueClevelandOH44106Project Support$20,000
Musical Arts Association
11001 Euclid AvenueClevelandOH44106General Operating Support$10,000
Musical Arts Association
11001 Euclid AvenueClevelandOH44106Endowment Funding$500,000
Musical Arts Association
11001 Euclid AvenueClevelandOH44106General Operating Support$1,750,000
Musical Arts Association
11001 Euclid AvenueClevelandOH44106Endowment Funding$3,000,000
Musical Arts Association
11001 Euclid AvenueClevelandOH44106Endowment Funding$187,041
Musical Arts Association
11001 Euclid AvenueClevelandOH44106Endowment Funding$1,247,376
Na'amat USA
6505 Wilshire Blvd Ste 635Los AngelesCA90048Project Support$7,500
NECHAMA Jewish Response to Disaster
PO Box 17249St PaulMN55117General Operating Support$150,000
North Shore Congregation Israel
1185 Sheridan RoadGlencoeIL60022General Operating Support$7,500
North Shore Congregation Israel
1185 Sheridan RoadGlencoeIL60022General Operating Support$10,000
Northern Virginia Community College
3926 Pender Drive Suite 135FairfaxVA22030Program Support$365,517
Ohio Contemporary Ballet
3558 Lee RoadShaker HeightsOH44120General Operating Support$2,500
Ohio Contemporary Ballet
3558 Lee RoadShaker HeightsOH44120General Operating Support$10,000
Ohio Foundation of Independent Colleges Inc
60 Collegeview Rd Ste 101WestervilleOH43081General Operating Support$2,000
ORT America Inc
24100 Chagrin Blvd 8300BeachwoodOH44122Project Support$93,000
Park Synagogue
27500 Shaker BlvdPepper PikeOH44124General Operating Support$2,500
Piano Cleveland
20600 Chagrin Boulevard Suite 610Shaker HeightsOH44122General Operating Support$2,000
Piano Cleveland
20600 Chagrin Boulevard Suite 610Shaker HeightsOH44122General Operating Support$1,000
Piano Cleveland
20600 Chagrin Boulevard Suite 610Shaker HeightsOH44122General Operating Support$10,000
Planned Parenthood of Greater Ohio
206 East State StreetColumbusOH43215Project Support$1,000
Playhouse Square Foundation
1501 Euclid Avenue Suite 200ClevelandOH44115General Operating Support$1,200
Providence House
2050 West 32nd StreetClevelandOH44113General Operating Support$20,000
Rainey Institute
1705 East 55th StreetClevelandOH44103General Operating Support$5,000
Recovery Resources
4269 Pearl RoadClevelandOH44109General Operating Support$5,000
Recustom
1524 S Wooster 3Los AngelesCA90035General Operating Support$200,000
Rock and Roll Hall of Fame and Museum Inc
1100 Rock and Roll BoulevardClevelandOH44114Project Support$15,000
The Salvation Army
2507 East 22nd StreetClevelandOH44115Project Support$30,000
Secure Community Network
540 North Dearborn StreetChicagoIL60610General Operating Support$10,000
Secure Community Network
540 North Dearborn StreetChicagoIL60610Project Support$400,000
Secure Community Network
540 North Dearborn StreetChicagoIL60610Project Support$375,000
Semach Sedek RIAS
2004 S Green RoadClevelandOH44121General Operating Support$2,500
Shoes and Clothes for Kids Inc
15500 South Waterloo RoadClevelandOH44110General Operating Support$5,000
Surf Point Foundation
29 Arrowwood DrBiddlefordME04005General Operating Support$20,000
Teach for America Inc
3500 Lorain Avenue Suite 400ClevelandOH44113Project Support$24,000
Telos Leadership Foundation
9905 Auburn RoadChardonOH44024Project Support$20,000
Temple Beth Zion
1566 Beacon StreetBrooklineMA02446Project Support$100,000
Temple Tifereth Israel
26000 Shaker BoulevardBeachwoodOH44122Project Support$100,000
The Embassy of Israel to the United States
3514 International Dr NWWashingtonDC20008Project Support$50,000
The Museum of Language Arts Incorporated
925 13th St NWWashintgonDC20005General Operating Support$25,000
Touro Synagogue
4238 St Charles AvenueNew OrleansLA70115Project Support$10,000
Touro Synagogue
4238 St Charles AvenueNew OrleansLA70115Capital Campaign$10,000
Tulane University
218 Gibson HallNew OrleansLA70118Project Support$10,000
Tulane University
218 Gibson HallNew OrleansLA70118Project Support$10,000
Tzedek Social Justice Fund
37 Montford Avenue Suite 201AshevilleNC28801General Operating Support$50,000
US Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024Project Support$10,000
US Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024General Operating Support$2,500
UNICEF USA
125 Maiden LaneNew YorkNY10038General Operating Support$1,000
United Black Fund of Greater Cleveland Inc
1621 Euclid Avenue Suite 1200ClevelandOH44115General Operating Support$10,000
United Jewish Cemeteries
2749 Mayfield RoadCleveland HeightsOH44106General Operating Support$10,000
United Service Organizations Inc
PO Box 96860WashingtonDC20077General Operating Support$1,000
United Way of Greater Cleveland
1331 Euclid AvenueClevelandOH44115General Operating Support$4,000
United Way of Greater Cleveland
1331 Euclid AvenueClevelandOH44115General Operating Support$150,000
University Circle Incorporated
10831 Magnolia DriveClevelandOH44106General Operating Support$10,000
University Hospitals Health System
11100 Euclid AvenueClevelandOH44106Project Support$15,000
Vocational Guidance Services
2239 East 55th StreetClevelandOH44103General Operating Support$5,000
Weber School
6751 Roswell RoadAtlantaGA30328General Operating Support$15,000
Western Reserve Fire Museum
310 Carnegie AvenueClevelandOH44115General Operating Support$2,000
Western Reserve Historical Society
10825 East BoulevardClevelandOH44106General Operating Support$10,000
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH44022Project Support$121,128
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH44022Project Support$121,128
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH44022Capital Campaign$2,100,000
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH44022Capital Campaign$1,000,000
Wounded Warrior Project
4899 Belfort Road 300JacksonvilleFL32256General Operating Support$1,000
Yeshiva Derech Hatorah
1508 Warrensville Center RoadCleveland HeightsOH44121General Operating Support$25,000
Yeshiva Derech Hatorah
1508 Warrensville Center RoadCleveland HeightsOH44121General Operating Support$75,000
Yeshiva Derech Hatorah
1508 Warrensville Center RoadCleveland HeightsOH44121Project Support$35,000
Youth Opportunities Unlimited
1228 Euclid AvenueClevelandOH44115General Operating Support$10,000
Youth Opportunities Unlimited
1228 Euclid AvenueClevelandOH44115Program Support$550,000
YWCA Greater Cleveland
4019 Prospect AvenueClevelandOH44103Project Support$50,000
YWCA Greater Cleveland
4019 Prospect AvenueClevelandOH44103Project Support$8,000
Zamir Choral Foundation Inc
475 Riverside Drive Suite 1948New YorkNY10115Project Support$2,500
St Clair Superior Development Corporation
6413 St Clair AvenueClevelandOH44103Program Related Expenses$31,400
St Clair Superior Development Corporation
6413 St Clair AvenueClevelandOH44103Program Related Expenses$40,000
Slavic Village Development
5620 Broadway AvenueClevelandOH44127Program Related Expenses$25,000
West Park Kamm's Neighborhood Development
17407 Lorain Ave Ste 200ClevelandOH44111Program Related Expenses$25,000
Ohio City Incorporated
3308 Lorain AvenueClevelandOH44113Program Related Expenses$25,000
Jefferson-Puritas West Park CDC
14703 Puritas AvenueClevelandOH44135Program Related Expenses$25,000
Gardening in the District
1145 E 98th StreetClevelandOH44108Program Related Expenses$3,000
Birthing Beautiful Communities
3043 Superior AvenueClevelandOH44114Program Related Expenses$300
The Harvard Community Services Center
18240 Harvard AvenueClevelandOH44128Program Related Expenses$2,928
Gardening in the District
1145 E 98th StreetClevelandOH44108Program Related Expenses$1,548
Hasani Management Inc
4213 Rocky River DriveClevelandOH44135Program Related Expenses$1,709
The Edna House for Women
2007 West 65th StreetClevelandOH44102Program Related Expenses$1,116
Hasani Management Inc
4213 Rocky River DriveClevelandOH44135Program Related Expenses$2,426
A Heart's Desire Inc
1073 E 146th StreetClevelandOH44110Program Related Expenses$2,165
Kings & Queens of Art
5714 Outhwaite Ave Ste 1ClevelandOH44104Program Related Expenses$2,500
A Heart's Desire Inc
1073 E 146th StreetClevelandOH44110Program Related Expenses$920
Neighborhood Pets
3711 E 65th StreetClevelandOH44105Program Related Expenses$8,852
Food Depot 2 Health
1051 Winston RoadSouth EuclidOH44121Program Related Expenses$600
The Fishing Foundation
129 The MallBereaOH44017Program Related Expenses$10,000
Queen IAM
8807 Garfield BlvdGarfield HeightsOH44125Program Related Expenses$325
The Harvard Community Services Center
18240 Harvard AvenueClevelandOH44128Program Related Expenses$8,785
TechBOOM
1623 Starkweather AveClevelandOH44113Program Related Expenses$997
The Edna House for Women
2007 West 65th StreetClevelandOH44102Program Related Expenses$1,437
TechBOOM
1623 Starkweather AveClevelandOH44113Program Related Expenses$1,430
Queen IAM
8807 Garfield BlvdGarfield HeightsOH44125Program Related Expenses$805
Gardening in the District
1145 E 98th StreetClevelandOH44108Program Related Expenses$2,600
The Edna House for Women
2007 West 65th StreetClevelandOH44102Program Related Expenses$2,274
The Harvard Community Services Center
18240 Harvard AvenueClevelandOH44128Program Related Expenses$800
Queen IAM
8807 Garfield BlvdGarfield HeightsOH44125Program Related Expenses$581
Neighborhood Pets
3711 E 65th StreetClevelandOH44105Program Related Expenses$11,148
A Heart's Desire Inc
1073 E 146th StreetClevelandOH44110Program Related Expenses$1,915
Pride Amongst Our Daughters
1953 E 82nd StreetClevelandOH44103Program Related Expenses$2,500
The Edna House for Women
2007 West 65th StreetClevelandOH44102Program Related Expenses$5,173
TechBOOM
1623 Starkweather AveClevelandOH44113Program Related Expenses$2,573
Queen IAM
8807 Garfield BlvdGarfield HeightsOH44125Program Related Expenses$1,929
Queen IAM
8807 Garfield BlvdGarfield HeightsOH44125Program Related Expenses$860
Men and Women of Central
2371 East 57th StreetClevelandOH44104Program Related Expenses$9,500
Julia de Burgos Cultural Arts Center
2800 Archwood AveClevelandOH44109Program Related Expenses$12,200
Hasani Management Inc
4213 Rocky River DriveClevelandOH44135Program Related Expenses$866
CollectivExpress Inc
10003 Foster AveBratenahlOH44108Program Related Expenses$9,500
Bessie's Angels
17017 Miles AveClevelandOH44128Program Related Expenses$12,200
Art of Me Productions
2400 Orange Ave 94129ClevelandOH44101Program Related Expenses$15,000
Cleveland Foundation
6601 Euclid AveClevelandOH44103Program Related Expenses$5,000
Gardening in the District
1145 E 98th StreetClevelandOH44108Program Related Expenses$587
Wake Up Call Media
PO Box 201281Shaker HeightsOH44120Program Related Expenses$1,800
Miscellaneous Charities Through Chester Capital
1000 Lakeside Ave EClevelandOH44114General$3,221
Miscellaneous Charities Through FIO PE LLC
1000 Lakeside Ave EClevelandOH44114General$3,781
Misc Charities Through Foundation Investments
1000 Lakeside Ave EClevelandOH44114General$5,599
Miscellaneous Charities Through Fuller RA I LLC
1000 Lakeside Ave EClevelandOH44114General$3
Miscellaneous Charities Through Lakeside Ptnrs I
1000 Lakeside Ave EClevelandOH44114General$11,765
Miscellaneous Charities Through Manbro PE III
1000 Lakeside Ave EClevelandOH44114General$19
Miscellaneous Charities Through Manbro PE IV
1000 Lakeside Ave EClevelandOH44114General$3,748
Miscellaneous Charities Through Manbro PE V
1000 Lakeside Ave EClevelandOH44114General$2,298
Miscellaneous Charities Through Manbro RE III
1000 Lakeside Ave EClevelandOH44114General$572
Miscellaneous Charities Through Manbro RE IV
1000 Lakeside Ave EClevelandOH44114General$191
Miscellaneous Charities Through Manbro RE V
1000 Lakeside Ave EClevelandOH44114General$20
Misc Charities Through Simon Charitable Private
1000 Lakeside Ave EClevelandOH44114General$2,050
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$77,003,582TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (91 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
Adamah
5425 Mount Gilead RoadReisterstownMD21136Project Support$85,000
American Academy of Arts & Sciences
136 Irving StreetCambridgeMA02138Project Support$365,000
American Academy of Arts & Sciences
136 Irving StreetCambridgeMA02138Project Support$300,000
American Committee for the Weizmann Inst of Sci
633 Third AvenueNew YorkNY10017Program Support$455,573
American Jewish Joint Distribution Committee
220 East 42nd Street Suite 400New YorkNY10017Project Support$260,000
American Jewish Joint Distribution Committee
220 East 42nd Street Suite 400New YorkNY10017Project Support$260,000
American Jewish Joint Distribution Committee
220 East 42nd Street Suite 400New YorkNY10017Project Support$260,000
Brandeis University
415 South StreetWalthamMA02454Program Support$125,000
Bunker Hill Community College Foundation Inc
250 New Rutherford AveBostonMA02129Program Support$40,865
Bunker Hill Community College Foundation Inc
250 New Rutherford AveBostonMA02129Program Support$362,022
Camp Harbor View Foundation Inc
79 Newbury StreetBostonMA02116General Operating Support$100,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Project Support$1,000,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Project Support$1,000,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Program Support$447,900
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Program Support$510,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Project Support$1,000,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Program Support$447,900
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Program Support$510,000
Case Western Reserve University
10900 Euclid AvenueClevelandOH44106Project Support$1,000,000
Central Euro Ctr for Research & Documentation Inc
1141 Loxford TerraceSilver SpringMD20901Project Support$190,000
Central Fund of Israel
461 Central AveCedarhurstNY11516General Operating Support$300,000
Chaviva High School
3300 Mayfield RoadCleveland HeightsOH44118General Operating Support$50,000
Chaviva High School
3300 Mayfield RoadCleveland HeightsOH44118General Operating Support$50,000
Cleveland Clinic Foundation
9500 Euclid AvenueClevelandOH44195Endowment Funding$6,250,000
Cleveland Jewish Publication Company Foundation
23880 Commerce Park Suite 1BeachwoodOH44122Project Support$150,000
Cleveland Metroparks
4101 Fulton ParkwayClevelandOH44144Capital Campaign$1,500,000
Cleveland Metroparks
4101 Fulton ParkwayClevelandOH44144Capital Campaign$500,000
Cleveland Metroparks
4101 Fulton ParkwayClevelandOH44144Capital Campaign$1,750,000
Cleveland Metroparks
4101 Fulton ParkwayClevelandOH44144Capital Campaign$1,750,000
Cleveland Metroparks
4101 Fulton ParkwayClevelandOH44144Capital Campaign$1,000,000
Cleveland Metroparks
4101 Fulton ParkwayClevelandOH44144Capital Campaign$500,000
Cleveland Museum of Art
11150 East BoulevardClevelandOH44106Project Support$57,750
Cleveland Museum of Art
11150 East BoulevardClevelandOH44106Project Support$45,000
Cleveland Museum of Art
11150 East BoulevardClevelandOH44106Project Support$127,550
Cleveland Public Library
325 Superior AvenueClevelandOH44114Capital Campaign$600,000
Cleveland Public Library Foundation
325 Superior AvenueClevelandOH44114Project Support$55,000
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Program Support$468,172
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Program Support$463,508
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Program Support$458,896
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Program Support$454,336
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Program Support$449,826
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Project Support$201,750
Cleveland State University Foundation
1717 Euclid AvenueClevelandOH44115Program Support$445,367
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$428,852
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$424,415
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$420,025
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$415,682
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$411,385
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$407,133
Cuyahoga Community College Foundation
700 Carnegie AvenueClevelandOH44115Program Support$257,235
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$1,250,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$1,250,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$250,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$250,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$250,000
Jerusalem Foundation Inc
17 West 60th Street 2nd FloorNew YorkNY10023Capital Campaign$250,000
Jewish Community Legacy Project
5256 Weatherwood TraceMariettaGA30068Project Support$300,000
Jewish Education Center of Cleveland
2030 South Taylor RoadCleveland HeightsOH44118Project Support$125,000
Jewish Education Center of Cleveland
2030 South Taylor RoadCleveland HeightsOH44118Program Support$100,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$200,000
Jewish Federation of Cleveland
25701 Science Park DriveClevelandOH44122Project Support$200,000
Jewish Federation of Palm Beach County
1 Harvard Circle Suite 100West Palm BeachFL33409Project Support$150,000
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Program Support$3,497,975
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Project Support$136,500
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Project Support$136,500
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Project Support$136,500
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Project Support$136,500
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004Project Support$136,500
Jewish Review of Books Foundation
3091 Mayfield Road Suite 412Cleveland HeightsOH44118General Operating Support$450,000
Jewish Review of Books Foundation
3091 Mayfield Road Suite 412Cleveland HeightsOH44118General Operating Support$450,000
Journey Center for Safety and Healing
PO Box 5466ClevelandOH44101Project Support$100,000
Karamu House Theatre
2355 E 89th StreetClevelandOH44106General Operating Support$4,000,000
LAND Studio Inc
2519 Detroit Ave Suite 100ClevelandOH44113Project Support$219,000
LAND Studio Inc
2519 Detroit Ave Suite 100ClevelandOH44113Project Support$100,000
Lorain County Community College Foundation
1005 North Abbe Road CC220ElyriaOH44035Program Support$283,841
Mandel Foundation - Israel
Annual Operating Support$78,886,040PO Box 4556JerusalemIS9104402
Mandel Jewish Community Center of Cleveland
26001 South Woodland RoadBeachwoodOH44122Project Support$376,301
MidTown Cleveland Inc
5000 Euclid Avenue Suite 100ClevelandOH44103Project Support$100,000
Mt Sinai Health Foundation
10501 Euclid Avenue 2nd FloorClevelandOH44106Project Support$1,000,000
Musical Arts Association
11001 Euclid AvenueClevelandOH44106Capital Campaign$1,175,678
Musical Arts Association
11001 Euclid AvenueClevelandOH44106General Operating Support$1,750,000
Northern Virginia Community College
3926 Pender Drive Suite 135FairfaxVA22030Program Support$318,147
Ohio City Incorporated
2525 Market Ave Suite AClevelandOH44113Capital Campaign$2,500,000
Ohio City Incorporated
2525 Market Ave Suite AClevelandOH44113Capital Campaign$1,500,000
Recustom
1524 S Wooster 3Los AngelesCA90035General Operating Support$200,000
Recustom
1524 S Wooster 3Los AngelesCA90035General Operating Support$200,000
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH44022Capital Campaign$3,800,000
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH44022Capital Campaign$1,000,000
Youth Opportunities Unlimited
1228 Euclid AvenueClevelandOH44115Program Support$550,000
Youth Opportunities Unlimited
1228 Euclid AvenueClevelandOH44115Program Support$550,000
Youth Opportunities Unlimited
1228 Euclid AvenueClevelandOH44115Program Support$550,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$137,925,624TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,800,049ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Unrelated Business Taxbl Incm$11,142,490UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$243,318,033ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INVESTMENT INCOMEDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm-$8,802,252UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$8,948,590ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$2,340,238UnrelatedBusinessTaxblIncmAmt
Exclusion$303,066,672ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$305,406,910TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (33 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
299 CREDIT FINANCE HLDGS LLC$0$0
ABLECO LLC$0$0
CHESTER CAPITAL LP$123,017,846$75,038,350
COURTLAND ASSOCIATES LP$59,632$59,632
DEERFIELD PRIV DESIGN FD II LP$661,872$661,872
DELMAN ASSOCIATES LP$53,100$53,100
EUCLID PARTNERS I LP$23,167,997$23,167,997
FARALLON CAPITAL PARTNERS LP$385,308$385,308
FIO PE LLC$433,530,101$251,239,642
FIO RE LLC$67,129,714$36,240,494
FOUNDATION INVESTMENTS OF OHIO$806,225,231$476,829,381
FULLER PE I LLC$36,289,265$36,289,265
FULLER VC I LLC$15,527,042$15,527,042
FULLER RA I LLC$19,869,427$19,869,427
LAKESIDE PARTNERS I LP$33,353,064$33,353,064
MANBRO ENERGY CORPORATION$394,474$306,418
MANBRO II LP$36,611$36,611
MANBRO PE I LP$1,073,339$696,816
MANBRO PE II LP$1,289,832$859,099
MANBRO PE III LLC$11,176,890$7,119,648
MANBRO PE IV LLC$258,193,682$156,236,342
MANBRO PE V LLC$320,287,757$186,306,033
MANBRO RE I LP$1,230$843
MANBRO RE II LP$5,277,827$3,452,336
MANBRO RE III LLC$10,114,972$7,009,869
MANBRO RE IV LLC$36,232,570$23,850,679
MANBRO RE V LLC$44,010,366$24,838,412
NEW CENTURY HOLDINGS XI LP$247,261$247,261
PE ISRAEL$28,038,227$28,038,227
PIMCO SHORT TERM$5,877,226$5,877,226
RESERVOIR CAP PTNRS (CAYMAN)$64,357$64,357
SIMON CHARITABLE PRIVATE LLC$1,227,876,681$858,651,171
VANGUARD FIXED INCOME$31,345,807$31,345,807

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,088LegalFeesAmt
Disbursements Charitable Prps$6,018DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTWORK$53,303$47,254$47,254
DEPOSITS$45,223$45,223$45,223
JCRIF LOAN FUND$1,638,000$263,000$263,000
DONATED ARTWORK TO BE SOLD$63,675

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
NON DEDUCTIBLE EXPENSES$371,480
BOOK/TAX DIFFERENCES$85,618,535

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE FEES$12,689,630$12,689,630$12,689,630
OTHER DED. THRU PARTNERSHIPS$37,294,608$37,294,608$37,294,608
MISCELLANEOUS EXPENSES$24,235$23,980
OFFICE EXPENSE$99,337$99,839
TRAINING/PROF DEVELOPMENT$306,950$306,950
INSURANCE$795$795
DUES & SUBSCRIPTIONS$39,835$39,835
GRADUATE NETWORK EVENTS$147,270$127,650

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ORDINARY INCOME THRU PARTNERSHIPS$5,531,344$5,531,344$5,531,344
RENTAL INCOME THRU PARTNERSHIPS-$12,805,168-$12,805,168-$12,805,168
OTHER PORTFOLIO INCOME THRU PARTNERSHIPS$1,482,382$1,482,382$1,482,382
OTHER INCOME THRU PARTNERSHIPS$5,374,096$5,374,096$5,374,096
ROYALTY INCOME THRU PARTNERSHIPS$472,861$472,861$472,861
ADJUST FOR UBTI - NOT TAXABLE-$3,290,846-$3,290,846
STATE TAX REFUNDS$90,515
NET OIL & GAS INCOME-$250-$250-$250
ROYALTY INCOME$558$558$558

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
TAX EXEMPT INCOME$274,324
UNREALIZED GAIN/LOSS$159,332,610

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
JCRIF LOAN FUND$1,638,000$263,000
INTEREST PAYABLE$4,132$1,505

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING FEES$759,352$767,847
INDEPENDENT CONTRACTORS$273,070$168,070
PAYROLL SERVICES$7,499$7,499
OTHER PROFESSIONAL FEES$1,090,590$1,081,797

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
Short ExplanationDISCOUNTS TAKEN FOR ILLIQUIDITY, RESTRICTIONS, AND LACK OF MARKETABILITY BASED ON VALUATION. AVG FMV OF FOUNDATION INVESTMENTS OF OHIO 878,532,649 DISCOUNTED VALUE - FOUNDATION INVESTMENTS OF OHIO -520,835,438 AVG FMV OF SIMON CHARITABLE PRIVATE LLC 1,208,644,640 DISCOUNTED VALUE - SIMON CHARITABLE PRIVATE LLC -837,174,330 AVG FMV OF MANBRO PE I LLC 1,009,311 DISCOUNTED VALUE - MANBRO PE I LLC -649,061 AVG FMV OF MANBRO PE II LLC 1,400,559 DISCOUNTED VALUE - MANBRO E II LLC -933,729 AVG FMV OF MANBRO PE III LLC 13,930,828 DISCOUNTED VALUE - MANBRO PE III LLC -8,883,311 AVG FMV FIO PE LLC 381,229,039 DISCOUNTED VALUE - FIO PE LLC -220,339,535 AVG FMV MANBRO PE V LLC 325,433,290 DISCOUNTED VALUE - MANBRO PE V LLC -189,507,737 AVG FMV CHESTER CAPITAL LLC 130,954,868 DISCOUNTED VALUE - CHESTER CAPITAL LLC -80,109,880 AVG FMV MANBRO PE IV LLC 276,090,816 DISCOUNTED VALUE - MANBRO PE IV LLC -167,846,910 AVG FMV MANBRO RE I LLC 1,123 DISCOUNTED VALUE - MANBRO RE I LLC -701 AVG FMV MANBRO RE IShortExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL & STATE UBIT TAX$2,373,432
FILING FEES$2,200
STATE TAXES THRU PARTNERSHIP$895,783$895,783$895,783
FEDERAL EXCISE TAX$1,695,842
PAYROLL TAXES$220,606$216,274

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
FOUNDATION INVESTMENTS OF OHIO LTD
1000 LAKESIDE AVE ECLEVELANDOH441141117341833710NO TRANSFERS WERE MADE; CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING$0
SIMON CHARITABLE PRIVATE LLC
1000 LAKESIDE AVE ECLEVELANDOH441141117203948257NO TRANSFERS WERE MADE; CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING$0