MT SINAI HEALTH CARE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MT SINAI HEALTH CARE FOUNDATION (EIN 34-1777878)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202601339349303260
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:38:38-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 S Patterson Blvd | AddressLine1Txt |
| City | Dayton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | BusinessNameLine1Txt |
| 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 | 10501 Euclid Avenue 2nd Floor | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441062203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mitchell Balk | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2164215500 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Karen O Crim | PreparerPersonNm |
| PTIN | P00368385 | PTIN |
| Phone | 9372980201 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mt Sinai Health Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mitchell Balk | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 Euclid Avenue 2nd Floor | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441062203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,158,065 | 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 | To support the Jewish and general communities of Northeast Ohio through grantmaking | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $2,181,297 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,962,267 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $126,042 | PYContributionsGrantsAmt |
| CY Contributions Grants | $34,021 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,915,378 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,163,386 | CYInvestmentIncomeAmt |
| PY Other Revenue | $248,254 | PYOtherRevenueAmt |
| CY Other Revenue | $297,450 | CYOtherRevenueAmt |
| PY Total Revenue | $7,289,674 | PYTotalRevenueAmt |
| CY Total Revenue | $6,494,857 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,277,546 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,477,771 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,217,577 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,237,305 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,121,470 | PYOtherExpensesAmt |
| CY Other Expenses | $752,581 | CYOtherExpensesAmt |
| PY Total Expenses | $8,616,593 | PYTotalExpensesAmt |
| CY Total Expenses | $9,467,657 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,326,919 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,972,800 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $189,473,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $189,581,658 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $18,956,942 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,536,828 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $170,516,337 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $179,044,830 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Mt. Sinai Health Foundation improves the health of Greater Cleveland by investing resources, convening, and collaborating - with a focus on: - Equitable health outcomes- Health of the Jewish community- Academic medicine and bioscience - Health policy | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,614,759 | ExpenseAmt |
| Grant | $7,477,771 | 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 Greater Cleveland, OH. | Desc |
| Total Program Service Expenses | $8,614,759 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | 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 | Melanie Gavin | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2164215500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10501 Euclid Avenue 2nd Floor | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441062203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 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 |
|---|---|---|---|---|---|---|---|
| Ira C Kaplan | |||||||
| Chair | 8.00 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| James A Ratner | |||||||
| Vice-Chair | 2.00 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Beth D Rosenberg | |||||||
| Vice-Chair | 2.00 | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| J David Heller | |||||||
| Treasurer | 2.00 | 1.20 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Jeremy A Paris | |||||||
| Secretary | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Thomas W Adler | |||||||
| Director | 2.00 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| Beth W Brandon | |||||||
| Director | 2.00 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| Scott S Cowen | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Cheryl L Davis | |||||||
| Director | 2.00 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| Peter Golden Jr MD | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Stephen Hoffman | |||||||
| Director | 2.00 | 0.80 | Yes (X) | $0 | $0 | $0 | |
| Susan Hurwitz | |||||||
| Director | 2.00 | 0.60 | Yes (X) | $0 | $0 | $0 | |
| Vickie Johnson | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Hallie Bram Kogelschatz | |||||||
| Director | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Shlomo Koyfman MD | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| India Pierce Lee | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mariely Luengo | |||||||
| Director | 2.00 | 0.90 | Yes (X) | $0 | $0 | $0 | |
| Darrell L McNair | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Amy Main Morgenstern | |||||||
| Director | 2.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| August Napoli | |||||||
| Director | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Judge Dan A Polster | |||||||
| Life Director | 2.00 | 1.20 | Yes (X) | $0 | $0 | $0 | |
| Susan Ratner | |||||||
| Life Director | 2.00 | 0.20 | Yes (X) | $0 | $0 | $0 | |
| Alan Rosskamm | |||||||
| Director | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Brad Schlang | |||||||
| Director | 2.00 | 0.70 | Yes (X) | $0 | $0 | $0 | |
| Marcy L Schwartz MD | |||||||
| Director | 2.00 | 0.70 | Yes (X) | $0 | $0 | $0 | |
| Scott M Simon | |||||||
| Director | 2.00 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Jeanne K Tobin | |||||||
| Director | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mitchell Balk | |||||||
| President | 40.00 | 0.00 | Yes (X) | $409,084 | $0 | $56,719 | |
| Brian Rothstein | |||||||
| Vice President as of 2/25 | 40.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Cohn | |||||||
| Vice President until 7/24 | 40.00 | 0.00 | Yes (X) | $108,630 | $0 | $12,702 | |
| Melanie Gavin | |||||||
| Financial Officer | 40.00 | 0.00 | Yes (X) | $109,656 | $0 | $23,522 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $627,370 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $92,943 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
| Related Organizations | $14,347 | RelatedOrganizationsAmt |
| All Other Contributions | $19,674 | AllOtherContributionsAmt |
| Total Contributions | $34,021 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,220,206 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,181,297 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,038,909 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,606,388 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,663,208 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,943,180 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,943,180 | TotalRevenueColumnAmt |
| Exclusion | $2,943,180 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Lead Safe Home Fund | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $297,450 | TotalRevenueColumnAmt |
| Exclusion | $297,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $297,450 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,494,857 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,181,297 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,279,539 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,477,771 | TotalAmt |
| Program Services | $7,477,771 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,954 | TotalAmt |
| Program Services | $426,968 | ProgramServicesAmt |
| Management And General | $182,986 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,222 | TotalAmt |
| Program Services | $329,455 | ProgramServicesAmt |
| Management And General | $138,767 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,324 | TotalAmt |
| Program Services | $19,127 | ProgramServicesAmt |
| Management And General | $8,197 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,734 | TotalAmt |
| Program Services | $49,802 | ProgramServicesAmt |
| Management And General | $20,932 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,071 | TotalAmt |
| Program Services | $42,750 | ProgramServicesAmt |
| Management And General | $18,321 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,735 | TotalAmt |
| Management And General | $18,735 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,315 | TotalAmt |
| Management And General | $69,315 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,090 | TotalAmt |
| Management And General | $260,090 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,606 | TotalAmt |
| Program Services | $4,624 | ProgramServicesAmt |
| Management And General | $1,982 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,530 | TotalAmt |
| Program Services | $6,671 | ProgramServicesAmt |
| Management And General | $2,859 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,505 | TotalAmt |
| Program Services | $20,654 | ProgramServicesAmt |
| Management And General | $8,851 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,723 | TotalAmt |
| Program Services | $24,306 | ProgramServicesAmt |
| Management And General | $10,417 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,000 | TotalAmt |
| Program Services | $31,500 | ProgramServicesAmt |
| Management And General | $13,500 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,043 | TotalAmt |
| Program Services | $7,030 | ProgramServicesAmt |
| Management And General | $3,013 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,414 | TotalAmt |
| Program Services | $6,590 | ProgramServicesAmt |
| Management And General | $2,824 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,273 | TotalAmt |
| Program Services | $30,991 | ProgramServicesAmt |
| Management And General | $13,282 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,555 | TotalAmt |
| Program Services | $8,789 | ProgramServicesAmt |
| Management And General | $3,766 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Consulting | $107,064 | $74,945 | $32,119 |
| Annual Meeting | $51,985 | $36,390 | $15,595 |
| Memberships/Publication | $23,423 | $16,396 | $7,027 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,320 | TotalAmt |
| Management And General | $20,320 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,467,657 | TotalAmt |
| Program Services | $8,614,759 | ProgramServicesAmt |
| Management And General | $852,898 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $980,630 | BOYAmt |
| EOY | $680,181 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,101,091 | BOYAmt |
| EOY | $10,376,226 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,255,171 | BOYAmt |
| EOY | $1,005,627 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,588 | BOYAmt |
| EOY | $13,218 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $704,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $324,934 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $419,778 | BOYAmt |
| EOY | $379,582 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,205,474 | BOYAmt |
| EOY | $119,261,036 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,609,329 | BOYAmt |
| EOY | $57,004,685 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,218 | BOYAmt |
| EOY | $861,103 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,473,279 | BOYAmt |
| EOY | $189,581,658 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,038 | BOYAmt |
| EOY | $623,370 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,268,558 | BOYAmt |
| EOY | $4,115,901 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,665,047 | BOYAmt |
| EOY | $5,366,581 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,299 | BOYAmt |
| EOY | $430,976 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,956,942 | BOYAmt |
| EOY | $10,536,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,269,910 | BOYAmt |
| EOY | $113,206,260 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,246,427 | BOYAmt |
| EOY | $65,838,570 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,516,337 | BOYAmt |
| EOY | $179,044,830 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,473,279 | BOYAmt |
| EOY | $189,581,658 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,972,800 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,501,293 | NetUnrlzdGainsLossesInvstAmt |
| 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 |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Cleveland | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714445 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $1,800,000 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $1,800,000 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section A, Line 6: | FormAndLineReferenceDesc |
| Explanation | Grants were paid to other Non-profit organizations in Northeast Ohio | ExplanationTxt |
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
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,698,635 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $8,698,635 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $584,932 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $146,233 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $568,226 | CurrentYearMinus3Amt |
| Current Year Minus2 | $585,309 | CurrentYearMinus2Amt |
| Current Year Minus1 | $540,379 | CurrentYearMinus1Amt |
| Current Year | $584,932 | CurrentYearAmt |
| Total | $2,278,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,418,269 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $142,057 | CurrentYearMinus3Amt |
| Current Year Minus2 | $146,327 | CurrentYearMinus2Amt |
| Current Year Minus1 | $135,095 | CurrentYearMinus1Amt |
| Current Year | $146,233 | CurrentYearAmt |
| Total | $569,712 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $854,568 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,561,169 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,114,017 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $779,629 | OtherExpendituresAmt |
| End Year Balance | $21,895,557 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,435,947 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,264,485 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $139,263 | OtherExpendituresAmt |
| End Year Balance | $20,561,169 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,787,780 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,925,575 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $277,408 | OtherExpendituresAmt |
| End Year Balance | $18,435,947 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,917,243 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,944,815 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $184,648 | OtherExpendituresAmt |
| End Year Balance | $16,787,780 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,620,426 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,564,657 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $267,840 | OtherExpendituresAmt |
| End Year Balance | $18,917,243 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $373,409 | OtherCostOrOtherBasisAmt |
| Book Value | $373,409 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,325 | OtherCostOrOtherBasisAmt |
| Book Value | $7,325 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $323,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $324,934 | DepreciationAmt |
| Book Value | -$1,152 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $379,582 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (20 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Cleveland PE Fund | $6,843,139 | F |
| Cleveland PE II | $8,776,716 | F |
| Glas Funds | $7,726,373 | F |
| Silver Point | $3,846,440 | F |
| Harbour Vest | $3,520,144 | F |
| Harrison | $2,639,421 | F |
| HIG | $3,235,541 | F |
| Kayne Anderson Energy | $1,089,597 | F |
| Riverside | $3,027,075 | F |
| Long Wharf | $1,762,862 | F |
| Israel Bonds | $2,953,149 | F |
| HIG Whitehorse | $2,171,979 | F |
| Silver Point Distressed | $1,170,803 | F |
| Carlyle | $2,245,073 | F |
| HIG Middle Market | $1,081,346 | F |
| Bene. Int. in Perpetual Trust | $1,437,483 | F |
| Kayne Anderson Energy | $186,531 | F |
| Orbimed | $1,208,647 | F |
| Kayne and Private III | $699,832 | F |
| McGinty Road | $1,382,534 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $57,004,685 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,736,060 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $11,501,293 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $11,501,293 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,234,767 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $260,090 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $260,090 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,494,857 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,207,567 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,207,567 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $260,090 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $260,090 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,467,657 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | These are funds that were granted to the Foundation from other non-profit organizations that will be paid out from the Foundation to the Lead Safe Home Fund for which the Foundation serves as fiscal agent. There is a corresponding asset and liability on the Foundation's books for this. |
| Part V, Line 4: | The Foundation's endowment funds are established for a variety of purposes primarily related to the advancement of health and medicine. |
| Part X, Line 2: | The Internal Revenue Service (IRS) has ruled that the Foundation is described in Section 501(c)(3) of the IRC 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 nonprivate 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. In evaluating the Foundation's activities, the Foundation believes its position of tax-exempt status is current based on current facts and circumstances. It is the policy of the Foundation to include in administrative and general expenses penalties and interest assessed by income taxing authorities. There are no penalties or interest from taxing authorities for the years ended June 30, 2025 and 2024. The Foundation's unrelated business income is primarily derived from investment partnerships that generate income which is subject to federal and state tax. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $15,696,382 |
| Middle East and North Africa | 0 | 0 | Investments | $2,935,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $18,631,593 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $18,631,593 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (69 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Abortion Forward | |||||||||
| 12000 Shaker Blvd | Cleveland | OH | 44120 | 311212322 | 501(c)(3) | $80,000 | $0 | General Program Support (2025) | |
| American Cancer Society - North East Region | |||||||||
| PO Box 1981 | Cleveland | OH | 44106 | 131788491 | 501(c)(3) | $52,000 | $0 | ACS DICR Program at Case Western Reserve University | |
| Bikur Cholim of Cleveland | |||||||||
| 1845 S Taylor Rd | Cleveland Heights | OH | 44118 | 341809885 | 501(c)(3) | $10,000 | $0 | Women's Health Initiative (2023) | |
| Bikur Cholim of Cleveland | |||||||||
| 1845 S Taylor Rd | Cleveland Heights | OH | 44118 | 341809885 | 501(c)(3) | $6,000 | $0 | Women's Health Initiative (2024) | |
| Bikur Cholim of Cleveland | |||||||||
| 1845 S Taylor Rd | Cleveland Heights | OH | 44118 | 341809885 | 501(c)(3) | $180,000 | $0 | General Program Support (2025) | |
| Birthing Beautiful Communities | |||||||||
| 1464 E 105th Suite 202 | Cleveland | OH | 44106 | 474453278 | 501(c)(3) | $150,000 | $0 | Postpartum Support Initiative | |
| Bloom at PPRC | |||||||||
| 20700 Southgate Park Blvd | Maple Heights | OH | 44137 | 990808008 | 501(c)(3) | $50,000 | $0 | Perinatal Mental Health Evaluation | |
| Bonei Olam Inc | |||||||||
| 1755 46th St | Brooklyn | NY | 11204 | 113473757 | 501(c)(3) | $10,000 | $0 | Fertility Support and Medical Guidance to Childless Couples in Cleveland | |
| B Riley Sober House | |||||||||
| 2121 W 117th St | Cleveland | OH | 44111 | 814500441 | 501(c)(3) | $61,250 | $0 | Access to Mental Health Services for LGBTQ+ Individuals in Substance Use Disorder Treatment | |
| Business Volunteers Unlimited | |||||||||
| 1300 E Ninth St Suite 1220 | Cleveland | OH | 44114 | 341724581 | 501(c)(3) | $7,500 | $0 | Homeless Stand Down (2025) | |
| Case Western Reserve University | |||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $20,000 | $0 | In Support of the Rare Cancer Initiative | |
| Case Western Reserve University | |||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $40,000 | $0 | Cleveland Health Survey 2024, Co-led by Cleveland Dept of Health and CWRU Prevention Research Center | |
| Case Western Reserve University | |||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $1,000,000 | $0 | Mt. Sinai Fellows in Therapeutic Discovery | |
| Center for Community Solutions | |||||||||
| 1300 E Ninth St Suite 1703 | Cleveland | OH | 44114 | 340714723 | 501(c)(3) | $70,000 | $0 | The Center for Medicaid Policy (2024) | |
| Central School of Practical Nursing | |||||||||
| 4700 Rockside Rd Summit 1 Suite 250 | Independence | OH | 44131 | 340873175 | 501(c)(3) | $45,000 | $0 | Licensed Social Worker Support | |
| Cleveland Foundation | |||||||||
| 6601 Euclid Ave | Cleveland | OH | 44103 | 340714588 | 501(c)(3) | $20,000 | $0 | Greater Cleveland Funders Collaborative Operating Support (2024/2025) | |
| Cleveland Hillel Foundation | |||||||||
| 11303 Euclid Ave | Cleveland | OH | 44106 | 341187022 | 501(c)(3) | $13,000 | $0 | Summer Internship Program - Health Organizations (2025) | |
| Cleveland Metropolitan School District | |||||||||
| 1111 Superior Ave E Suite 1800 | Cleveland | OH | 44114 | 346000662 | City of Cleveland | $15,000 | $0 | Basic Needs Support for Housing Insecure CMSD Students | |
| Cleveland Minority Organ & Tissue Transplant Education Program (MOTTEP) | |||||||||
| 11717 Euclid Ave | Cleveland | OH | 44112 | 341900839 | 501(c)(3) | $10,000 | $0 | Healthy Youth Summit (2025) | |
| Cleveland State University | |||||||||
| 2121 Euclid Ave | Cleveland | OH | 44115 | 341316665 | State of Ohio | $147,395 | $0 | Advancing the School of Nursing at Cleveland State University | |
| Collaborate Cleveland | |||||||||
| 2020 Center St | Cleveland | OH | 44113 | 300010575 | 501(c)(3) | $15,000 | $0 | Paid Family Leave Cost-Benefit Analysis | |
| Collaboration Station | |||||||||
| 4614 Prospect Ave Suite 325 | Cleveland | OH | 44103 | 020574567 | 501(c)(3) | $15,000 | $0 | Community Outreach | |
| Cuyahoga County | |||||||||
| 2079 E Ninth St | Cleveland | OH | 44123 | 346000817 | Cuyahoga County | $400,000 | $0 | Cleveland Christian Home Cuyahoga County Launch of the Child Wellness Campus | |
| Educational Service Center of Northeast Ohio | |||||||||
| 6393 Oak Tree Blvd Suite 300 | Cleveland | OH | 44131 | 346000814 | Educational Service | $250,000 | $0 | Expanding Integrated Health Services for CMSD Scholars | |
| Environmental Health Watch (EHW) | |||||||||
| 4600 Euclid Ave Suite 322 | Cleveland | OH | 44103 | 341443935 | 501(c)(3) | $120,000 | $0 | Strategic Plan Development Implementation | |
| Famicos Foundation | |||||||||
| 1325 Ansel Rd | Cleveland | OH | 44106 | 341053534 | 501(c)(3) | $15,000 | $0 | Incentives for Preventative CHW Outreach | |
| Friendship Circle of Cleveland | |||||||||
| 27900 Gates Mills Blvd | Pepper Pike | OH | 44124 | 208848426 | 501(c)(3) | $20,000 | $0 | Friendship Circle Family Support Initiative: Connecting Caregivers to Mental Health Resources | |
| The Gathering Place | |||||||||
| 23300 Commerce Park Drive | Beachwoood | OH | 44122 | 341879035 | 501(c)(3) | $8,354 | $0 | General Program Support (2025) | |
| Grantmakers In Health | |||||||||
| 1100 Connecticut Ave NW Suite 1100 | Washington | DC | 200364110 | 133206571 | 501(c)(3) | $13,900 | $0 | Funding Partner Program (2024-2025) | |
| Health Impact Ohio | |||||||||
| 1554 Polaris Pkway Suite 325 | Columbus | OH | 43240 | 510426050 | 501(c)(3) | $50,000 | $0 | Healthy Futures for Ohio Students: Improving Ohios School-Based Health Care Infrastructure through Greater Cleveland Capacity-Building | |
| Health Policy Institute of Ohio | |||||||||
| 140 East Town St Suite 1000 | Columbus | OH | 43215 | 300186863 | 501(c)(3) | $25,000 | $0 | Medicaid Research 2025 | |
| Health Policy Institute of Ohio | |||||||||
| 140 East Town St Suite 1000 | Columbus | OH | 43215 | 300186863 | 501(c)(3) | $450,000 | $0 | Improving the Health and Well-Being of Ohioans Through Informed Policy Decisions (2025-2027) | |
| Hunger Network of Greater Cleveland | |||||||||
| 4415 Euclid Ave Suite 110 | Cleveland | OH | 44103 | 341810545 | 501(c)(3) | $15,000 | $0 | Strategic Planning | |
| Ideastream Public Media | |||||||||
| 1375 Euclid Ave | Cleveland | OH | 441151835 | 341943865 | 501(c)(3) | $30,000 | $0 | Health Care Access Journalism (FY25) | |
| Jewish Federation of Cleveland | |||||||||
| Jack Joseph Morton Mandel Bldg | Beachwood | OH | 44122 | 340714445 | 501(c)(3) | $450,000 | $0 | Campaign for Jewish Needs (2025) | 25701 Science Park Dr |
| Jewish Federation of Cleveland | |||||||||
| Jack Joseph Morton Mandel Bldg | Beachwood | OH | 44122 | 340714445 | 501(c)(3) | $450,000 | $0 | Campaign for Jewish Needs (2025) | 25701 Science Park Dr |
| Jewish Federation of Cleveland | |||||||||
| Jack Joseph Morton Mandel Bldg | Beachwood | OH | 44122 | 340714445 | 501(c)(3) | $450,000 | $0 | Campaign for Jewish Needs (2025) | 25701 Science Park Dr |
| Jewish Federation of Cleveland | |||||||||
| Jack Joseph Morton Mandel Bldg | Beachwood | OH | 44122 | 340714445 | 501(c)(3) | $450,000 | $0 | Campaign for Jewish Needs (2025) | 25701 Science Park Dr |
| Jewish Federations of North America | |||||||||
| 25 Broadway 17th Floor | New York | NY | 10004 | 131624240 | 501(c)(3) | $175,000 | $0 | Strategic Health Resource Center (2025-2026) | |
| Jewish Fertility Foundation | |||||||||
| 2897 N Druid Hills RdSuite 146 | Atlanta | GA | 30329 | 810789964 | 501(c)(3) | $40,000 | $0 | Programming in Cleveland in Partnership with Jewish Fertility Foundation | |
| Journey Center for Safety and Healing | |||||||||
| PO Box 5466 | Cleveland | OH | 44101 | 341278377 | 501(c)(3) | $61,793 | $0 | Advocacy for Domestic Violence Services | |
| Journey Center for Safety and Healing | |||||||||
| PO Box 5466 | Cleveland | OH | 44101 | 341278377 | 501(c)(3) | $30,000 | $0 | Advocacy for Survivors of Domestic Violence (2025) | |
| Legal Aid Society of Cleveland | |||||||||
| 1223 West 6th St | Cleveland | OH | 44113 | 340866026 | 501(c)(3) | $50,000 | $0 | Improving Healthcare Access and Quality through Medical-Legal Partnerships | |
| MedWish MedWorks | |||||||||
| 1625 E 31st St | Cleveland | OH | 44114 | 341903712 | 501(c)(3) | $115,000 | $0 | Access to Quality Health Care for Cleveland's Most Vulnerable Persons | |
| MedWish MedWorks | |||||||||
| 1625 E 31st St | Cleveland | OH | 44114 | 341903712 | 501(c)(3) | $25,000 | $0 | Navigation Bridge Funding | |
| MetroHealth System | |||||||||
| 2400 Metrohealth Dr | Cleveland | OH | 44109 | 346607695 | 501(c)(3) | $500,000 | $0 | Nurse Family Partnership (2025) | |
| Milestones Autism Resources | |||||||||
| 4853 Galaxy Prkwy Suite A | Warrensville Heights | OH | 44128 | 200721205 | 501(c)(3) | $40,000 | $0 | Leadership Transition | |
| Milestones Autism Resources | |||||||||
| 4853 Galaxy Prkwy Suite A | Warrensville Heights | OH | 44128 | 200721205 | 501(c)(3) | $75,401 | $0 | General Program Support (2025) | |
| Mishkan Lev | |||||||||
| 2456 S Green Rd | University Heights | OH | 44118 | 921499990 | 501(c)(3) | $25,000 | $0 | Respite Care for Children with Special Needs and their Families | |
| Neighborhood Family Practice | |||||||||
| 3569 Ridge Rd | Cleveland | OH | 44102 | 341300581 | 501(c)(3) | $50,000 | $0 | Expanding Equitable Access to Dental Services at W. 130th Community Health Center | |
| Oberlin Food Hub | |||||||||
| 235 Artino St | Oberlin | OH | 44074 | 821827133 | 501(c)(3) | $10,000 | $0 | Delivery Vehicle Support | |
| Ohio Local Information Initiative (dba Signal Cleveland) | |||||||||
| 500 S Front St Suite 1200 | Columbus | OH | 43215 | 873337208 | 501(c)(3) | $30,000 | $0 | Signal Cleveland Health Reporting | |
| Philanthropy Ohio | |||||||||
| 500 S Front St Suite 900 | Columbus | OH | 43215 | 311111842 | 501(c)(3) | $13,000 | $0 | Annual Membership Renewal (2025) | |
| Philanthropy Ohio | |||||||||
| 500 S Front St Suite 900 | Columbus | OH | 43215 | 311111842 | 501(c)(3) | $10,000 | $0 | Philanthropy Forward 2025 Conference and Health Policy Work | |
| Planned Parenthood | |||||||||
| PO Box 933233 | Cleveland | OH | 44193 | 341015976 | 501(c)(3) | $125,000 | $0 | General Program Support (2025) | |
| Preterm Cleveland | |||||||||
| 12000 Shaker Blvd | Clevleand | OH | 44120 | 237314836 | 501(c)(3) | $15,000 | $0 | Pump Replacement for Reproductive Care Procedures | |
| Project Hope of Cleveland Inc | |||||||||
| 10932 St Clair Ave | Cleveland | OH | 44108 | 800241946 | 501(c)(3) | $8,500 | $0 | General Program Support (2025) | |
| Starting Point | |||||||||
| 6001 Euclid Ave Suite 200 | Cleveland | OH | 44103 | 341650004 | 501(c)(3) | $15,000 | $0 | Early Matters NEO Consultant (Starting Point acting as fiscal agent) | |
| The CentersCircle Health | |||||||||
| 4500 Euclid Ave | Cleveland | OH | 44103 | 237084455 | 501(c)(3) | $100,000 | $0 | Walk-in Medication Assisted Treatment (WinMAT) Clinic | |
| The Natan Fund (Fiscal Agent FJC A Foundation of Philanthropic Funds) | |||||||||
| 156 W 56th St Suite 314 | New York | NY | 10019 | 133848582 | 501(c)(3) | $10,000 | $0 | Mt. Sinai Participation on The Natan Fund Confronting Poverty Committee | |
| UHCAN Ohio (Universal Health Care Access Network) | |||||||||
| 360 S 3rd St | Columbus | OH | 43215 | 311542417 | 501(c)(3) | $50,000 | $0 | Protecting Medicaid Eligibility for Ohioans | |
| United Way of Greater Cleveland | |||||||||
| 1331 Euclid Ave | Cleveland | OH | 44115 | 346516654 | 501(c)(3) | $18,150 | $0 | Evaluation Support for Collaborative Investments +Health / CAPGI Cycle 2 | |
| United Way of Greater Cleveland | |||||||||
| 1331 Euclid Ave | Cleveland | OH | 44115 | 346516654 | 501(c)(3) | $100,000 | $0 | To Close the Gap to Support 211 and Other Vital Services | |
| United Way of Greater Cleveland | |||||||||
| 1331 Euclid Ave | Cleveland | OH | 44115 | 346516654 | 501(c)(3) | $300,000 | $0 | General Program Support (2025) | |
| University Hospitals Cleveland Medical Center | |||||||||
| 11100 Euclid Ave | Cleveland | OH | 44106 | 340714775 | 501(c)(3) | $6,366 | $0 | Annual Neurosciences Research Day and Garson Lecture (April 2-3, 2024) | |
| University Hospitals Cleveland Medical Center | |||||||||
| 11100 Euclid Ave | Cleveland | OH | 44106 | 340714775 | 501(c)(3) | $11,460 | $0 | Annual Neurosciences Research Day and Garson Lecture (April 3-4, 2025) | |
| Village of Healing | |||||||||
| 22344 Lakeshore Blvd | Euclid | OH | 44123 | 843203088 | 501(c)(3) | $100,000 | $0 | Building Capacity to Care for Black Families in Cuyahoga County | |
| Wingspan Care Group (Bellefaire JCB) | |||||||||
| 22001 Fairmount Blvd | Cleveland | OH | 44118 | 562327939 | 501(c)(3) | $10,000 | $0 | The Jacobs Fund for the Advancement of Youth and Families | |
| YWCA Greater Cleveland | |||||||||
| 4019 Prospect Ave | Cleveland | OH | 44103 | 340714800 | 501(c)(3) | $75,000 | $0 | Increasing Parent Resiliency and Outcomes for Protective Factors - Phase 2 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 76 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (1) | 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 | $384,084 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $25,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $47,323 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,396 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $465,803 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | Mitchell Balk has $16,500 contributed by the Foundation into his deferred compensation account. |
| Part I, Line 7 | The Compensation committee of the Board of Directors determines a discretionary bonus based on performance during the year for the President. The President has the discretion to authorize a bonus for the Vice President. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | James Ratner, Susan Ratner, and Jeremy Paris have a family relationship. |
| Form 990, Part VI, Section A, line 7a | Directors are appointed by Jewish Federation board chair. |
| Form 990, Part VI, Section A, line 7b | Board chair of Jewish Federation, supported organization, has the power to appoint directors to the Foundation's board. |
| Form 990, Part VI, Section B, line 11b | Draft of tax return given to board chair and treasurer of the board for review and approval prior to filing. CFO of supported organization also reviews tax return prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflict of interest statements are completed and signed annually. Conflict of interest statements are reviewed carefully by the board and those members with conflict of interests do not vote on matters where conflict of interest exists. |
| Form 990, Part VI, Section B, line 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 Foundation's annual compensation survey) and the minutes of their meeting our timely documented. The VP's compensation is determined by looking at the comparability data from the Council on Foundation's annual salary survey in which we participate as well as IRS data from like foundations in the region. |
| Form 990, Part VI, Section C, line 19 | The Foundation makes its governing documents, conflict of interest statements and financial statements available to the public upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (50 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Federation of Cleveland | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 340714445 | Grants & Allocations for Charitable, Educational, and Religious Purposes | OH | 501(c)(3) | Line 12a, I | N/A | 0 | |
| Joann and Thomas Adler Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341858749 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Mildred & Martin Becker Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341711965 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| The Semi J & Ruth W Begun Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341594565 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Chelm Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 300226826 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Cleveland Hebrew Schools Educational Fdtn | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 340714599 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Ellen E & Victor J Cohn Supporting Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311606939 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Commission of Cemetary Preservation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341771506 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Irving B Fine Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 863861172 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| FGI Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341916912 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Rina & Samuel M Frankel Family Fdn | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311502121 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Peggy and John Garson Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341916905 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| J David and Rebecca Heller Family Fdn | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 364954283 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Robert and Susan R Hurwitz Family Fdn | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341916908 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| The Immerman Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341533181 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Jewish Community Housing Inc | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341276120 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Madav IX Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341638258 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Madav XVII Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341827879 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Madav XVIII Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341827878 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Maltz Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311566163 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Jack Joseph & Morton Mandel Supporting | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341350566 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Meisel & Pesses Family Fdn | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311583883 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Alex & Anne Miller Family Charitable Fun | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311204735 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| David & Ruth Moskowitz Family Charitable | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341806783 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| David and Inez Myers Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 346560945 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Eileen and Myron Nickman Family Supporti | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341916911 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Phyllis & Debra Ann November Children's | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311566156 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Ostara | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311606934 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| The Harry Ratner Human Services Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341360076 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| The Rimon XLI Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341916913 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Robert S & Sylvia K Reitman Family Fou | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311502117 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| David and Enid Rosenberg Family Foundati | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 371777614 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Scholnick Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 611749334 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Nathan & Fannye Shafran Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341458950 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Lawrence C Sherman Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341806781 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Michael & Anita Siegal Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341832962 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Laura & Alvin Siegal Clg Jud Stdies Ed | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 340946903 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Norma and Ernie Siegler Family Fdn | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341546349 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Robert and Eileen Sill Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 464104662 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Simon Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341808584 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Naomi G & Edwin Z Singer Family Fund | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341638257 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Irving I Stone Support Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341476465 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Nina & Norman Wain Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 311502119 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Stanley E and Sally Harris Wertheim Fdn | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 300884987 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Wolf Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341638259 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Bennett & Donna Yanowitz Family Foundati | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341562999 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Dan and Ellen Zelman Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 383876650 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| David and Ivy Zelman Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 871854300 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Zilber Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341711966 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
| Lipman Steiger Family Foundation | |||||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | 341638257 | Support Charitable, Educational, and Religious Purposes of Federation | OH | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation of Cleveland | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cleveland Federation PE I LLC | ||||||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227303 | 463664554 | Investments | OH | Jewish Federation of Cleveland | Excluded from tax | $1,186,247 | $3,234,880 | 0 | $5,651 | 0 | 0.15000 |
| Cleveland Federation PE II LLC | ||||||||||||||
| 25701 Science Park Drive | Cleveland | OH | 441227303 | 833457838 | Investments | OH | Jewish Federation of Cleveland | Excluded from tax | $592,140 | $7,716,335 | 0 | -$48,772 | 0 | 0.12570 |
| 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 |