MT SINAI HEALTH CARE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MT SINAI HEALTH CARE FOUNDATION (EIN 34-1777878)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201531329349301543
- Schema version
- 2013v4.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T09:40:37-07:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341777878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MT SINAI HEALTH CARE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MTSI | BusinessNameControlTxt |
| Phone | 2164215500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 Euclid Ave | AddressLine1 |
| Address Line2 | Allen Memorial Medical Library | AddressLine2 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 441061714 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mitchell Balk | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2164215500 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,650,199 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 34 | TotalVolunteersCnt |
| Total Gross UBI | -$820,470 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $296,487 | PYContributionsGrantsAmt |
| CY Contributions Grants | $107,582 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,214,305 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,447,309 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $7,510,792 | PYTotalRevenueAmt |
| CY Total Revenue | $8,554,891 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,678,046 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,045,282 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $927,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $918,523 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $429,168 | PYOtherExpensesAmt |
| CY Other Expenses | $474,414 | CYOtherExpensesAmt |
| PY Total Expenses | $8,034,343 | PYTotalExpensesAmt |
| CY Total Expenses | $16,438,219 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$523,551 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,883,328 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $136,487,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,814,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,188,327 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,873,180 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $132,299,312 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $140,941,819 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,912,273 | ExpenseAmt |
| Grant | $15,045,282 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| 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, in particular, the needs of the Jewish Community | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,912,273 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mt Sinai Health Care Foundation | BusinessNameLine1 |
| Business Name Line2 | Melanie Gavin | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2164215500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11000 Euclid Ave | AddressLine1 |
| Address Line2 | Allen Memorial Medical Library | AddressLine2 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 441061714 | ZIPCode |
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 |
|---|---|---|---|---|---|---|---|
| Keith Libman | |||||||
| Chair | 8 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Thomas W Adler | |||||||
| Vice Chair | 2 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Susan Ratner | |||||||
| Vice Chair | 2 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Larry Pollock | |||||||
| Treasurer | 4 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Beth W Brandon | |||||||
| Secretary | 2 | 0.5 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Tom Abelson MD | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| David F Adler | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Nan Cohen | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Morton S Frankel | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Avrum I Froimson MD | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Larry Goldberg | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Michael Goldberg | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| J David Heller | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Randall J Korach | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Marcia W Levine | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Louis Malcmacher DDS | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Belleruth Naparstek | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Kim Meisel Pesses | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Dan A Polster | |||||||
| Director | 2 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Julie Adler Raskind | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Elaine Rocker | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Shelley Roth | |||||||
| Director | 2 | 0 | Yes (X) | $0 | $0 | $0 | |
| Marc Krantz | |||||||
| Life Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Victor Gelb | |||||||
| Life Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Renee Chelm | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Ponsky MD | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Enid Rosenberg | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Donald Scherzer | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Walter Schwartz | |||||||
| Director | 2 | 0.5 | Yes (X) | $0 | $0 | $0 | |
| Mitchell Balk | |||||||
| President | 40 | 0 | Yes (X) | $274,905 | $0 | $83,188 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $274,905 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $83,188 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $11,773 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $95,809 | AllOtherContributionsAmt |
| Noncash Contributions | $31,510 | NoncashContributionsAmt |
| Total Contributions | $107,582 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,501,547 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$820,470 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,322,017 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,041,070 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,095,308 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,945,762 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,945,762 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,945,762 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,554,891 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$820,470 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,267,779 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,045,282 | TotalAmt |
| Program Services | $15,045,282 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,291 | TotalAmt |
| Program Services | $233,812 | ProgramServicesAmt |
| Management And General | $86,479 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $462,387 | TotalAmt |
| Program Services | $337,543 | ProgramServicesAmt |
| Management And General | $124,844 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,810 | TotalAmt |
| Program Services | $23,221 | ProgramServicesAmt |
| Management And General | $8,589 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,606 | TotalAmt |
| Program Services | $42,782 | ProgramServicesAmt |
| Management And General | $15,824 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,429 | TotalAmt |
| Program Services | $33,163 | ProgramServicesAmt |
| Management And General | $12,266 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,103 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $20,103 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,447 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $237,447 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,070 | TotalAmt |
| Program Services | $14,756 | ProgramServicesAmt |
| Management And General | $2,314 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,211 | TotalAmt |
| Program Services | $3,211 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,465 | TotalAmt |
| Program Services | $14,939 | ProgramServicesAmt |
| Management And General | $5,526 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,128 | TotalAmt |
| Program Services | $3,013 | ProgramServicesAmt |
| Management And General | $1,115 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,415 | TotalAmt |
| Program Services | $19,283 | ProgramServicesAmt |
| Management And General | $7,132 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,759 | TotalAmt |
| Program Services | $15,759 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,629 | TotalAmt |
| Program Services | $5,629 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,733 | TotalAmt |
| Program Services | $1,265 | ProgramServicesAmt |
| Management And General | $468 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,745 | TotalAmt |
| Program Services | $9,225 | ProgramServicesAmt |
| Management And General | $520 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Annual Meeting | $41,100 | $41,100 | $0 | $0 |
| Printing and Publications | $27,007 | $27,007 | $0 | $0 |
| Board Retreat | $32,309 | $32,309 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,293 | TotalAmt |
| Program Services | $8,974 | ProgramServicesAmt |
| Management And General | $3,319 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,438,219 | TotalAmt |
| Program Services | $15,912,273 | ProgramServicesAmt |
| Management And General | $525,946 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,215 | BOYAmt |
| EOY | $860,957 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $17,983 | BOYAmt |
| EOY | $18,145 | 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 | $159,597 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $156,360 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,970 | BOYAmt |
| EOY | $3,237 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,306,062 | BOYAmt |
| EOY | $54,376,520 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,189,064 | BOYAmt |
| EOY | $98,021,733 | 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 | $1,376,345 | BOYAmt |
| EOY | $1,534,407 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,487,639 | BOYAmt |
| EOY | $154,814,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,935 | BOYAmt |
| EOY | $204,079 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,984,392 | BOYAmt |
| EOY | $13,669,101 | 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 | $4,188,327 | BOYAmt |
| EOY | $13,873,180 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,592,581 | BOYAmt |
| EOY | $72,547,318 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,592,092 | BOYAmt |
| EOY | $62,132,900 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,114,639 | BOYAmt |
| EOY | $6,261,601 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,299,312 | BOYAmt |
| EOY | $140,941,819 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,487,639 | BOYAmt |
| EOY | $154,814,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$7,883,328 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,525,835 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Certification | Yes (X) | CertificationInd |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Cleveland | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714445 | EIN |
| Organization Type | 7 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (1) | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $2,030,500 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $2,030,500 | SupportSumAmt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $399 | 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 | $399 | 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 | $399 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $80 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $20 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $379 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $319 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | 0 | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $8,696 | CurrentYearMinus1Amt |
| Current Year | $80 | CurrentYearAmt |
| Total | $8,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $13,164 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $43,478 | CurrentYearMinus1Amt |
| Current Year | $399 | CurrentYearAmt |
| Total | $43,877 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $2,174 | CurrentYearMinus1Amt |
| Current Year | $20 | CurrentYearAmt |
| Total | $2,194 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $3,291 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $31,045 | CurrentYearMinus1Amt |
| Current Year | $399 | CurrentYearAmt |
| Total | $31,444 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,036,293 | BeginningYearBalanceAmt |
| Contributions | $10 | ContributionsAmt |
| Investment Earnings Or Losses | $2,050,858 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $267,891 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,819,270 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,896,122 | BeginningYearBalanceAmt |
| Contributions | $35 | ContributionsAmt |
| Investment Earnings Or Losses | $1,408,243 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $268,107 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $11,036,293 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,089,483 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$81,766 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $111,595 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,896,122 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,574,433 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $1,859,329 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $344,279 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $10,089,483 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,970,576 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $1,047,769 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $443,912 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $8,574,433 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3831 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.6169 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $159,597 | OtherCostOrOtherBasisAmt |
| Depreciation | $156,360 | DepreciationAmt |
| Book Value | $3,237 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,237 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (8 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PIMCO Total Return | $8,852,500 | F |
| William Blair Growth Fund | $10,100,431 | F |
| Harbor Capital Appreciation | $9,532,047 | F |
| Vanguard 500 Ins. | $20,274,312 | F |
| Dodge & Cox | $9,936,141 | F |
| Harbor International | $10,284,903 | F |
| Vanguard Midcap Index | $7,899,189 | F |
| Jewish Federation MAP Fund | $21,142,210 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $98,021,733 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,843,279 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $16,525,835 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $16,525,835 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,317,444 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $237,447 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $237,447 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,554,891 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,200,772 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,200,772 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $237,447 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $237,447 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,438,219 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, 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. |
| Schedule D, 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 Foundation's income tax filings are subject to audit by various taxing authorities. The Foundation's open audit periods are 2011-2014. In evaluating the Foundation's activities, the Foundation believes its position of tax-exempt status is current based on current facts and circumstances. The Foundation has further assessed that there are no activities unrelated to the purpose of the Foundation and therefore no tax is to be recognized. 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, 2014 and 2013. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Middle East and North Africa | 0 | 0 | Investments | $1,936,000 |
| Central America and the Caribbean | 0 | 0 | Investments |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Spent | $1,936,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asian Services in Action Inc | |||||||||||
| 3631 Perkins Avenue | 2A W | Cleveland | OH | 44114 | 341798850 | 501(c)(3) | $45,008 | $0 | book | 0 | Expansion of the Asian Health & Wellness Project (AHWP) |
| Alliance for a Healthier Generation Inc | |||||||||||
| 606 SE 9th Avenue | Portland | OR | 97214 | 272028308 | 501(c)(3) | $150,000 | $0 | book | 0 | Healthy Schools Program: Cleveland Metropolitan School District | |
| Beech Brook | |||||||||||
| 3737 Lander Road | Pepper Pike | OH | 441245712 | 340714597 | 501(C0(3) | $100,000 | $0 | BOOK | 0 | Support for Integrated Care Model for Physical and Behavioral Health in Cleveland's Central Neighborhood | |
| Bikur Cholim of Clevleand | |||||||||||
| 3653 Shannon Road | Cleveland | OH | 44118 | 341809885 | 501(c)(3) | $150,000 | $0 | book | 0 | Hospital Hospitality Room Program | |
| Care Alliance Health Center | |||||||||||
| 1530 St Clair Avenue | Cleveland | OH | 44114 | 341748776 | 501(c)(3) | $250,000 | $0 | book | 0 | Expension of Riverview Clinic and Creation of Central Clinic: Start-up support | |
| Case Western Reserve University School of Medicine | |||||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $333,333 | $0 | book | 0 | Dean's Catalytic Fund | |
| Case Western Reserve University School of Medicine | |||||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $10,000,000 | $0 | book | 0 | $10 Million grant for a new health education campus in partnership with Cleveland Clinic | |
| Center for American Progress | |||||||||||
| 1333 H Street NW 10th Floor | Washington | DC | 20005 | 300126510 | 501(c)(3) | $15,500 | $0 | book | 0 | Mobilizing Physician Champions for Affordable Care Act Enrollment: A Pilot Project - The Cleveland Physicians Speaker's Bureau | |
| Center for Community Solutions | |||||||||||
| 1501 Euclid Avenue | Suite 310 | Cleveland | OH | 44115 | 340714723 | 501(c)(3) | $50,000 | $0 | book | 0 | AIDS Funding Collaborative Funding partner Membership (Fiscal Agent for Community Solutions) |
| Center for Families and Children | |||||||||||
| 4500 Euclid Avenue | Cleveland | OH | 44103 | 237084455 | 501(c)(3) | $15,000 | $0 | book | 0 | mental health & Addiction Advocacy Coalition (fical agent: CFC) | |
| The Children's Museum of Cleveland | |||||||||||
| 10730 Euclid Avenue | Cleveland | OH | 44118 | 341360267 | 501(c)(3) | $37,105 | $0 | book value | 0 | "Jump" to it" An early Childhood Obesity Prevention Pilot Project _Phase three | |
| The Cleveland Clinic Foundation | |||||||||||
| 9500 Euclid Avenue | Cleveland | OH | 44195 | 340714593 | 501(c)(3) | $75,000 | $0 | book value | 0 | 2014 Mathile and Morton J. Stone Chair and Professorship held by Anthony Tavill, MD | |
| The Cleveland Foodbank | |||||||||||
| 15500 South Waterloo Road | Cleveland | OH | 44110 | 341292848 | 501(c)(3) | $25,000 | $0 | book value | 0 | School Pantry Pilot Program | |
| Cleveland Rape Crisis Center | |||||||||||
| 526 Superior Avenue | Suite 1400 | Cleveland | OH | 44114 | 510164315 | 501(c)(3) | $50,000 | $0 | book value | 0 | Sexual Assault Public Policy Project - A Continuance Grant |
| Cleveland State Univeristy NEOMED | |||||||||||
| 2121 Euclid Avenue | Cleveland | OH | 441152214 | 341316665 | 501(c)(3) | $150,000 | $0 | book value | 0 | Mentoring program for the NEOMED-CSU Urban Primary Care Initiative | |
| Connections | |||||||||||
| The Office Place Building | 24200 Chagrin Blvd | Beachwood | OH | 44122 | 341140997 | 501(c)(3) | $23,800 | $0 | book value | 0 | Expansion of Cognitive Behavioral Therapy for Psychosis Training |
| Cuyahoga County Board of Health | |||||||||||
| 5550 Venture Drive | Parma | OH | 44130 | 346000817 | 501(c)(3) | $150,000 | $0 | book value | 0 | Cuyahoga County Early Childhood Obesity Practice Network and the Healthy Children Health Weight Program | |
| Forces4Quality Northeast Ohio | |||||||||||
| 2500 MetroHealth Drive | Cleveland | OH | 44109 | 261725657 | 501(c)(3) | $300,000 | $0 | book value | 0 | Reducing Health Disparities & Engaging Health Care Purchasers in Transforming Chronic Disease Care | |
| Free Clinic of Greater Cleveland | |||||||||||
| 12201 Euclid Avenue | Cleveland | OH | 441064399 | 237078501 | 501(c)(3) | $25,000 | $0 | book value | 0 | Electronic Health Record Project | |
| FrontLine Service | |||||||||||
| 1744 Payne Avenue | Cleveland | OH | 44114 | 341607734 | 501(c)(3) | $93,000 | $0 | book value | 0 | Electronic Health Record Implementation, Phase II | |
| Helen Keller International | |||||||||||
| 352 Park Avenue South | Suite 1200 | New York | NY | 10010 | 135562162 | 501(c)(3) | $225,000 | $0 | book value | 0 | Childsight Cleveland - General Support |
| Hunger Network of Greater Cleveland | |||||||||||
| 615 West Superior Avenue | Suite 744 | Cleveland | OH | 441131306 | 341810545 | 501(c)(3) | $10,000 | $0 | book value | 0 | Stay Well Project Expansion |
| ideastream | |||||||||||
| 1375 Euclid Avenue | Cleveland | OH | 441151835 | 341943865 | 501(c)(3) | $60,000 | $0 | book value | 0 | "Be Well" Program | |
| Jewish Federation of Cleveland | |||||||||||
| Mandel Building | 25701 Science Park Drive | Beachwood | OH | 441227302 | 340714445 | 501(c)(3) | $31,250 | $0 | book value | 0 | Holocaust Survivor Initiative |
| Jewish Federation of Cleveland | |||||||||||
| Mandel Building | 25701 Science Park Drive | Beachwood | OH | 441227302 | 340714445 | 501(c)(3) | $1,618,000 | $0 | book value | 0 | 2014 Campaign for Jewish Needs |
| Joseph's Home | |||||||||||
| 2412 Community College Avenue | Cleveland | OH | 44115 | 341901676 | 501(c)(3) | $21,500 | $0 | book value | 0 | Expansion of Housing Locator/Coninuity of Care Specialist | |
| The Legal Aid Society of Cleveland | |||||||||||
| 1223 West Sixth Street | Cleveland | OH | 44113 | 340866026 | 501(c)(3) | $25,000 | $0 | book value | 0 | Affordable Care Act Access Project | |
| LEAP | |||||||||||
| 2545 Lorain Avenue | Cleveland | OH | 441133412 | 341369608 | 501(c)(3) | $39,400 | $0 | book value | 0 | Operating Support for Public Policy Program | |
| May Dugan Center | |||||||||||
| 4115 Bridge Avenue | Cleveland | OH | 44113 | 237061949 | 501(c)(3) | $47,200 | $0 | book value | 0 | Counseling and Community Services project | |
| Milestones Autism Organization | |||||||||||
| 23880 Commerce Park | Suite 2 | Beachwood | OH | 44122 | 200721205 | 501(C)(3) | $65,000 | $0 | book value | 0 | Roadmap to Adulthood Expansion Project: Bridge funding |
| Preterm Cleveland | |||||||||||
| 12000 Shaker Blvd | Cleveland | OH | 441201926 | 237314836 | 501(c)(3) | $68,000 | $0 | book value | 0 | Start-up of a General Reproductive Health Care Clinic | |
| United Way of Greater Cleveland | |||||||||||
| 1331 Euclid Avenue | Cleveland | OH | 44115 | 346516654 | 501(c)(3) | $108,200 | $0 | book value | 0 | Utilizing United Way 2-1-1 to improve Community Access to Health Care | |
| UHCAN Ohio | |||||||||||
| 370 South 5th Street | Suite G3 | Columbus | OH | 43215 | 311542417 | 501(c)(3) | $46,300 | $0 | book value | 0 | Ensuring Northeast Ohioans Benefit form the Insurance Market |
| Univeristy Hospitals Health System | |||||||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | 340714775 | 501(c)(3) | $156,970 | $0 | book value | 0 | "Jump to It" An Early Childhood Obesity Prevention Pilot project - Phase III | |
| University Settlement | |||||||||||
| 4800 Broadway Avenue | Cleveland | OH | 441271012 | 340714776 | 501(c)(3) | $15,000 | $0 | book value | 0 | Adult Wellness program: Case Management Services | |
| Voices for Ohio's Children | |||||||||||
| 3634 Euclid Avenue | Suite 101 | Cleveland | OH | 44115 | 341941907 | 501(c)(3) | $120,000 | $0 | book value | 0 | Voices for Ohio's Children Operating Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | Grant monitoring by Foundation staff, periodic site visits, annual or semi-annual reports sent by grantees, review of major projects by Board level Committee | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 | $249,905 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $5,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $20,000 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $36,313 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $46,876 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $358,094 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $16,500 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4 | FormAndLineReferenceDesc |
| Explanation | Mitchell Balk $16,500 | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $31,510 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Sale | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 7a | Directors are appointed by the Jewish Federation Board Chair |
| Form 990, Part VI, Section A, Line 7b | Chair of the Board of the Jewish Federation, the supported organization, has the power to appoint Directors to the Foundation's Board. |
| Form 990, Part VI, Section B, Line 11b | Draft copy of the tax return is provided to the Board Chair and Treasurer of the Board for review and approval prior to filing. Draft copies also reviewed by the CFO of the supported organization. |
| Form 990, Part VI, Section B, Line 12c | Conflict of Interest Statements signed annually. All Conflict of Interest Statements are carefully reviewed 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 15 | 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 policy, and financial statements available to the public upon written request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (51 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Federation of Cleveland | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 340714445 | Charitable Organization | OH | 501(C)(3) | Line 7 | N/A | 0 | |
| Adler Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341858749 | Support Charitiable, educational and religious purpose | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Mildred & Martin Becker Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341711965 | Support Charitiable, educational and religious purposes | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| The Semi J and Ruth W Begun Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341594565 | Support Charitable, educational and religious purposes | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Blumenthal Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341832963 | Support Charitiable, educational and religious purposes | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Chelm Family Foundation | |||||||||||
| 25701 Sciene Park Drive | Cleveland | OH | 441227302 | 300226826 | Support charitable, educational and religious purposes | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Cleveland Hebrew Schools Educational Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 340714599 | Supports Charitable, educationa and religious purposes of Federation | OH | 501(c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Ellen E and Victor J Cohn Supporting Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311606939 | Support Charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Commission on Cemetery Preservation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341771506 | Support Charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Federation Holdings Inc | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 237133908 | Holds legal title to donated real estate | OH | 501 (c) (2) | NA | 0 | Jewish Federation of Cleveland | |
| FGI Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341916912 | Support Charitable, educational and religious purposes of the Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Rina and Samuel M Frankel Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311502121 | Supports Charitable, educational and religious activites of the Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Peggy and John Garson Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341916905 | Support charitable, educational and religious activites of the Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Nathan L and Regina Herman Charitable Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341344368 | Support Charitable, educational and religious activities of Federation | OH | 501 (c) (3) | 11a Type1 | 0 | Jewish Federation of Cleveland | |
| Robert and Susan R Hurwitz Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341916908 | Support charitable, educational and relgious purposes of the Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| The Immerman Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341533181 | Support charitable, educational and religious purposes of the Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Jewish Community Housing Inc | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341276120 | Support charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a type 1 | 0 | Jewish Federation of Cleveland | |
| Lader Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311566160 | Support charitable, educational and religious purposes of the Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Madav IX Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341638258 | Support charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a Type1 | 0 | Jewish Federation of Cleveland | |
| Madav XVII Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341827879 | Support charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Madav XVIII | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341827878 | Support charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Maltz Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311566163 | Support Charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a Type1 | 0 | Jewish Federation of Cleveland | |
| Mandel Spprting Found Jack N and Lilyan Mandel Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341350566 | Support charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Mandel Spprting Found Joseph C and Florence Mandel Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341350568 | Support charitable, educational and relgious purposes of Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Mandel Sppting Found Morton L and Barbara Mandel Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341350570 | Support charitable, educational and religious purposes of Federation | OH | 501 (c) (3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Meisel Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311583883 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Miller Good Family Charitable Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341832965 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Alex and Anne Miller Family charitable Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311204735 | Support charitable, educational and religious activities of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Allen and Ruth Miller Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311502113 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| David and Ruth Moskowitz Family Charitable Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341806783 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| David and Inez Myers Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 346560945 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Eileen and Myron Nickman Family Supporting Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341916911 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Phyllis and Debra Ann November Children's Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311566156 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| OSTARA | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311606934 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| The Harry Ratner Human Services Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341360076 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| The Rimon XLI Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341916913 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Robert S and Sylvia K Reitman Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311502117 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Nathan and Fannye Shafran Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341458950 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Lawrence C Sherman Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341806781 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Michael and Anita Siegal Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341832962 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Laura and Alvin Siegal Clg Jud Studies Ed Found | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 340946903 | Support charitable, educational and religious purposes of Federation | OH | 501 (c)(c) | 7 | 0 | Jewish Federation of Cleveland | |
| Norma and Ernie Siegler Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341546349 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Robert and Eileen Sill Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 464104662 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Simon Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341808584 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Naomi G and Edwin Z Singer Family Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341638257 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| David and Robert Stein Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341466318 | Support charitable, educational and religious purposes of the Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Irving I Stone Support Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341476465 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Nina and Norman Wain Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 311502119 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Wolf Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341638259 | Support charitable, educational and relgious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Bennett and Donna Yanowitz Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341562999 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Zilber Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227302 | 341711966 | Support charitable, educational and religious purposes of Federation | OH | 501(c)(3) | 11a Type 1 | 0 | Jewish Federation of Cleveland | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |