JAMES AND SUSAN RATNER FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND SUSAN RATNER FAMILY FOUNDATION (EIN 20-8004503)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-23
- IRS object ID
- 202640829349100709
- Schema version
- 2025v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-23T08:51:25-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454643895 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RMS INVESTMENT GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD SUITE 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208004503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND SUSAN RATNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 4403453687 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES RATNER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4403453687 | PhoneNum |
| Signature | 2026-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL PAPADELIS | PreparerPersonNm |
| PTIN | P01279367 | PTIN |
| Phone | 4403453687 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,624,443 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $40,644 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,644 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,712 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,712 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,422 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $792,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,422 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $231,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,947 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,808 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,026,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,026,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,032,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,027,128 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$800,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $792,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $526,241 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $526,241 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,085,196 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,550,042 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,098,202 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,877,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,076,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,624,443 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,877,263 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,076,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,877,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,076,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,877,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,076,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,877,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$800,980 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,076,283 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,076,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $792,086 | GrossSalesPriceAmt |
| Cost Or Other Basis | $642,664 | CostOrOtherBasisAmt |
| Gain Or Loss | $149,422 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $149,422 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,422 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,153 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,153 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,971 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,971 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $818 | OverpaymentAmt |
| Applied To ES Tax | $818 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RMS INVESTMENT GROUP ATTN BRUCE G | IndividualWithBooksNm |
| Phone | 4403453687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 TUTTLE ROAD SUITE 350 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES RATNER | |||||||||
| RMS INVESTMENT GROUP LLC 3401 | TUTTLE ROAD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | VP/DIR | 1.00 | $0 | $0 | $0 |
| SUSAN RATNER | |||||||||
| RMS INVESTMENT GROUP LLC 3401 | TUTTLE ROAD SUITE 350 | SHAKER HEIGHTS | OH | 44122 | PRES/DIR/SEC | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,957,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,034,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,991,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,991,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,880 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,947,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,356 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,356 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,153 | TotalTaxAmt |
| Distributable Before Adj | $144,203 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,203 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,203 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,027,128 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,027,128 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,203 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,016,895 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,233,563 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $837,696 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,115,359 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,203,513 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,027,128 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,203 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $882,925 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,086,438 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,086,438 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,016,895 | ExcessFromYear4Amt |
| Excess From Year3 | $1,233,563 | ExcessFromYear3Amt |
| Excess From Year2 | $837,696 | ExcessFromYear2Amt |
| Excess From Year1 | $1,115,359 | ExcessFromYear1Amt |
| Excess From Current Year | $882,925 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES RATNER | ContributingManagerNm |
| Contributing Manager | SUSAN RATNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU OF OHIO | |||||||
| 4506 CHESTER AVE | CLEVELAND | OH | 44103 | PC | ANNUAL FUND | $2,500 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | COMMUNITY LEADERSHIP AWARD | $2,500 | |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | PC | ANNUAL FUND | $2,500 | |
| ANIMAL RESCUE FUND OF THE HAMPTONS INC | |||||||
| 124 DANIELS HOLE ROAD PO BOX 2616 | EAST HAMPTON | NY | 11937 | PC | OPERATION CAT | $1,000 | |
| BETHANY BAPTIST CHURCH | |||||||
| 1211 EAST 105TH | CLEVELAND | OH | 441083682 | PC | ANNUAL FUND | $5,000 | |
| BIKUR CHOLIM OF GREATER CLEVELAND | |||||||
| 1845 SOUTH TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | PC | ANNUAL FUND | $1,800 | |
| BROOKLYN COMMUNITY HOUSING & SERVICES | |||||||
| 105 CARLTON AVE | BROOKLYN | NY | 11205 | PC | ANNUAL FUND | $1,000 | |
| BROOKLYN COMMUNITY HOUSING & SERVICES | |||||||
| 105 CARLTON AVE | BROOKLYN | NY | 11205 | PC | ANNUAL FUND | $800 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE LOCATION 7035 | CLEVELAND | OH | 441067035 | PC | TRUSTEE ANNUAL CAMPAIGN FUND | $20,000 | |
| CLEVELAND CLINIC FOUNDATION | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | PC | ANNUAL FUND | $1,000 | |
| CLEVELAND KIDS' BOOK BANK | |||||||
| 3635 PERKINS AVENUE | CLEVELAND | OH | 44114 | PC | ANNUAL FUND | $5,000 | |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 441061797 | PC | LOBBY RENOVATION PROJECT FUND | $100,000 | |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 441061797 | PC | TRUSTEE FUND | $25,000 | |
| CLEVELAND MUSIC SCHOOL SETTLEMENT | |||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $5,000 | |
| CLEVELAND STATE UNIVERSITY FOUNDATION INC | |||||||
| 2121 EUCLID AVENUE UN 501 | CLEVELAND | OH | 44115 | PC | LEE FISHER STUDENT SUCCESS FUND | $3,000 | |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | ANNUAL FUND | $1,000 | |
| DRINK LOCAL DRINK TAP INC | |||||||
| 1455 WEST 29TH STREET | CLEVELAND | OH | 44113 | PC | ANNUAL FUND | $2,500 | |
| DUNHAM TAVERN MUSEUM | |||||||
| 6709 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | SUMMER SOIREE FUND | $1,000 | |
| FACING HISTORY & OURSELVES NATIONAL FNDN | |||||||
| 89 SOUTH STREET SUITE 401 | BOSTON | MA | 02111 | PC | ANNUAL FUND | $2,500 | |
| GLOBAL CLEVELAND | |||||||
| 1422 EUCLID AVE 1652 | CLEVELAND | OH | 44115 | PC | ANNUAL MEETING SPONSORSHIP | $2,000 | |
| GREATER CLEVELAND FOOD BANK INC | |||||||
| 13815 COIT RD | CLEVELAND | OH | 441103819 | PC | ANNUAL FUND | $15,000 | |
| HAMMER MUSEUM | |||||||
| 10899 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90024 | PC | ANNUAL FUND | $16,667 | |
| HANNA PERKINS SCHOOL | |||||||
| 19910 MALVERN ROAD | SHAKER HEIGHTS | OH | 441222823 | PC | ANNUAL FUND | $2,500 | |
| HEALTH EQUITY FUND OF GREATER OHIO | |||||||
| 444 W EXCHANGE STREET | AKRON | OH | 44302 | PC | ANNUAL FUND | $25,000 | |
| HEBREW FREE LOAN ASSOCIATION | |||||||
| 1422 EUCLID AVE SUITE 400 | CLEVELAND | OH | 44115 | PC | ANNUAL FUND | $1,500 | |
| HOPEWELL INN | |||||||
| 147 BELL STREET SUITE 303 | CHAGRIN FALLS | OH | 44022 | PC | ANNUAL FUND | $5,000 | |
| HT MINISTRIES | |||||||
| PO BOX 43 | BURTON | OH | 44021 | PC | ANNUAL FUND | $10,000 | |
| IDEASTREAM PUBLIC MEDIA | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | PC | ANNUAL FUND | $2,000 | |
| INDEPENDENCE INITIATIVE INC | |||||||
| 601 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 200043647 | PC | DEMOCRACY RISING COLLABORATIVE FUND | $2,500 | 900 |
| ISRAAID US | |||||||
| 9663 SANTA MONICA BLVD | BEVERLY HILLS | CA | 90210 | PC | ANNUAL FUND | $10,000 | |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | ANNUAL FUND | $10,000 | |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | ANNUAL FUND | $25,000 | |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | PC | HUMANITARIAN RELIEF IN GAZA FUND | $20,938 | |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 441227302 | PC | HUMANITARIAN RELIEF IN GAZA FUND | $30,938 | |
| LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 WEST 6TH STREET | CLEVELAND | OH | 44113 | PC | ANNUAL FUND | $5,000 | |
| MALTZ MUSEUM OF JEWISH HERITAGE | |||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PC | HERITAGE AWARD SPONSORSHIP FUND | $5,000 | |
| MEDWISH INTERNATIONAL | |||||||
| 1625 E 31ST ST | CLEVELAND | OH | 44114 | PC | MEDBASH SPONSORSHIP FUND | $20,000 | |
| MQ FOUNDATION | |||||||
| 12 EAST 49TH STREET FLOOR 41 | NEW YORK | NY | 10017 | PC | ANNUAL FUND | $25,000 | |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE SEVERANCE HALL | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $25,000 | |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | PC | CAMPAIGN SUPPORT | $25,000 | |
| OHIO CONTEMPORARY BALLET | |||||||
| 3558 LEE ROAD | SHAKER HTS | OH | 44120 | PC | SPRING FUND | $10,000 | |
| OHIO CONTEMPORARY BALLET | |||||||
| 3558 LEE ROAD | SHAKER HTS | OH | 44120 | PC | SPRING FUND | $1,100 | |
| ORT AMERICA | |||||||
| 75 MAIDEN LANE | NEW YORK | NY | 10038 | PC | ANNUAL FUND | $2,500 | |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | ANNUAL FUND | $25,000 | |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | OPERATING SUPPORT FUND | $60,000 | |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | ILANA SKOFF MEMORIAL FUND | $5,000 | |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | ANNUAL FUND | $1,800 | |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | ANNUAL FUND | $8,333 | |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | ANNUAL FUND | $1,397 | |
| PARK SYNAGOGUE | |||||||
| 27500 SHAKER BLVD | PEPPER PIKE | OH | 44124 | PC | ANNUAL FUND | $2,677 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | COMMANDERS FOR ISRAEL'S SECURITY FUND | $5,000 | |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | PC | COMMANDERS FOR ISRAEL'S SECURITY FUND | $5,000 | |
| PHYSICIANS FOR HUMAN RIGHTS INC | |||||||
| 520 8TH AVE SUITE 2301 23RD FL | NEW YORK | NY | 10018 | PC | ANNUAL FUND | $10,000 | |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441152197 | PC | TRUSTEE APPEAL / CHAIRMAN'S CHALLENGE / DAZZLE CHALLENGE FUND | $28,500 | |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441152197 | PC | CENTER STAGE BENEFIT | $22,000 | |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | PC | ANNUAL FUND | $15,000 | |
| SHAKER SCHOOLS FOUNDATION | |||||||
| 15600 PARKLAND DRIVE | SHAKER HEIGHTS | OH | 44120 | PC | ANNUAL FUND | $2,500 | |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| PO BOX 548 | MONTGOMERY | AL | 361010548 | PC | ANNUAL FUND | $1,000 | |
| SPARKYOUTH NYC INC | |||||||
| 444 MADISON AVENUE 6TH FL | NEW YORK | NY | 10022 | PC | SPARKYOUTH AWARDS BENEFIT | $5,000 | |
| TEACH FOR AMERICA INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PC | ANNUAL FUND | $1,000 | |
| THE ELLEN P HERMANSON FOUNDATION | |||||||
| 95 ELY BROOK TO HANDS CREEK ROAD | EAST HAMPTON | NY | 11937 | PC | ANNUAL FUND | $5,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | BEYOND OUR WALLS FUND | $10,000 | |
| ULI FOUNDATION | |||||||
| 2001 L STREET NW SUITE 200 | WASHINGTON | DC | 20036 | PC | ANNUAL FUND | $5,000 | |
| UNITED JEWISH CEMETERIES | |||||||
| 2749 MAYFIELD ROAD | CLEVELAND | OH | 44106 | PC | MAYFIELD CEMETERY FUND | $1,000 | |
| UNITED WAY OF GREATER CLEVELAND | |||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | ANNUAL FUND | $35,000 | |
| UNIVERSITY CIRCLE INC | |||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | THE CIRCLE FUND | $25,000 | |
| UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER | |||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | NICU FAMILY SUPPORT FUND | $500 | |
| UNIVERSITY HOSPITALS OF CLEVELAND | |||||||
| 3605 WARRENSVILLE CENTER ROAD | BEACHWOOD | OH | 44122 | PC | ANNUAL FUND | $10,000 | |
| UNIVERSITY HOSPITALS OF CLEVELAND | |||||||
| 3605 WARRENSVILLE CENTER ROAD | BEACHWOOD | OH | 44122 | PC | JAMES & SUSAN RATNER SCHOLARSHIP | $250,000 | |
| VALUES-IN-ACTION FOUNDATION | |||||||
| 6700 BETA DR SUITE 120 | MAYFIELD | OH | 44143 | PC | VALUES MATTER SPONSORSHIP | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,026,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,644 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,712 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,422 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $231,778 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $231,778 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,550,042 | BookValueAmt |
| EOYFMV | $2,098,202 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OR LOCAL FILING FEES | $178 | $0 | $178 |
| INVESTMENT FEES | $4,947 | $4,947 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $683 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |