LERNER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LERNER FOUNDATION (EIN 34-1744726)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349103243
- Schema version
- 2025v4.1
- 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-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T15:28:47-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LAKESIDE AVE STE 1800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44305 | 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 | 341744726 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LERNER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JIM HOELTING | InCareOfNm |
| Business Name Control | LERN | BusinessNameControlTxt |
| Phone | 4408915022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26380 CURTISS WRIGHT PKWY Suite 305 | AddressLine1Txt |
| City | RICHMOND HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NORMA LERNER | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 4409815000 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 2165838826 | 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 | $1,038,412 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,036,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,683,999 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,571 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,097,098 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $212 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,955 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,955 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,167 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,374,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,374,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,384,927 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,384,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$287,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,698 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $714,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,038,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,038,412 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,507,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $2,221,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,038,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,038,412 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,221,492 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,038,412 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,221,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,038,412 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,221,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,038,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,221,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$287,829 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,933,663 | SubtotalAmt |
| Other Decreases | $895,251 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,038,412 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP | D | 2011-11-17 | 2025-11-25 | $1,042,246 | $118,322 | $923,924 | $923,924 |
| ALPHATEC HOLDINGS INC | P | 2025-11-21 | $412,455 | $1,507,106 | -$1,094,651 | -$1,094,651 | |
| MADOFF RECOVERY | 2025-12-31 | $229,298 | $0 | $229,298 | $229,298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,571 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $844 | SubtotalAmt |
| Tax Based On Investment Income | $844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,156 | OverpaymentAmt |
| Applied To ES Tax | $4,156 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM HOELTING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2169287333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26380 CURTISS WRIGHT PARKWAY STE 3 | AddressLine1Txt |
| City | RICHMOND HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| NORMA LERNER | |||||||||
| 26380 CURTISS WRIGHT PKWY | RICHMOND HEIGHTS | OH | 44113 | PRESIDENT/TREASURER | 0 | $0 | $0 | $0 | |
| RANDOLPH LERNER | |||||||||
| 26380 CURTISS WRIGHT PKWY | RICHMOND HEIGHTS | OH | 44113 | VICE PRESIDENT | 0 | $0 | $0 | $0 | |
| NANCY LERNER | |||||||||
| 26380 CURTISS WRIGHT PKWY | RICHMOND HEIGHTS | OH | 44113 | VICE PRESIDENT | 0 | $0 | $0 | $0 | |
| DANIEL PEARSON | |||||||||
| 1114 Avenue of the Americas | New York | NY | 10036 | Secretary | 0 | $0 | $0 | $0 | 17th Floor |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $225,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $811,681 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,037,278 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,037,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,559 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,021,719 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,086 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,086 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $844 | TotalTaxAmt |
| Distributable Before Adj | $50,242 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,242 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,242 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,384,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,384,927 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,593,119 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,436,525 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,524,327 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,689,163 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,341,043 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,584,177 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,384,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $50,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,334,685 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,918,862 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,593,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,325,743 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,436,525 | ExcessFromYear4Amt |
| Excess From Year3 | $1,524,327 | ExcessFromYear3Amt |
| Excess From Year2 | $1,689,163 | ExcessFromYear2Amt |
| Excess From Year1 | $1,341,043 | ExcessFromYear1Amt |
| Excess From Current Year | $1,334,685 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NORMA LERNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CLEVELAND ORCHESTRA | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATIONS | $354,500 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NONE | PC | GENERAL OPERATIONS | $500,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| FOUNDATION FOR ART & PRESERVATION IN EMBASSIES | ||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATIONS | $20,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 885 SECOND AVENUE 8TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATIONS | $100,000 | |
| CLEVELAND CLINIC - VELOSANO | ||||||||
| 3050 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| UNITED WAY OF GREATER CLEVELAND | ||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| WORLD JEWISH CONGRESS | ||||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| MANDEL JEWISH COMMUNITY CENTER OF CLEVELAND | ||||||||
| 26001 SOUTH WOODLAND ROAD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATIONS | $900 | |
| LIFELINE PILOTS | ||||||||
| 4507 N STERLING AVE SUITE 402 | PEORIA | IL | 61615 | NONE | PC | GENERAL OPERATIONS | $8,000 | |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATIONS | $24,500 | |
| CLEVELAND CLINIC CHILDREN'S | ||||||||
| 300 LAKESIDE AVE E | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATIONS | $48,400 | |
| GREATER CLEVELAND FOOD BANK | ||||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | NONE | PC | GENERAL OPERATIONS | $50,000 | |
| IN STEPS WITH HORSES | ||||||||
| 7212 WILSON MILLS RD | CHESTERLAND | OH | 44026 | NONE | PC | GENERAL OPERATIONS | $600 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 4700 ROCKSIDE ROAD 425 | INDEPENDENCE | OH | 44131 | NONE | PC | GENERAL OPERATIONS | $2,500 | |
| BIKUR CHOLIM | ||||||||
| 1845 SOUTH TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| CEDARS-SINAI | ||||||||
| 6500 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL OPERATIONS | $25,000 | SUITE 1600 |
| CLEVELAND CLINIC FOUNDATION - PAIN MANAGEMENT | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 441950002 | NONE | PC | GENERAL OPERATIONS | $15,000 | HS1-15 |
| DOWN SYNDROME ACHIEVES | ||||||||
| PO BOX 1596 | DUBLIN | OH | 43017 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| HOMES FOR LIFE FOUNDATION | ||||||||
| 1106 BERKELY ROAD | WILMINGTON | DE | 19807 | NONE | PC | GENERAL OPERATIONS | $10,000 | |
| HUNTING VALLEY FOUNDATION | ||||||||
| 2545 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | NONE | PC | GENERAL OPERATIONS | $2,000 | |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATIONS | $25,000 | |
| NA'AMAT USA | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | PC | GENERAL OPERATIONS | $1,000 | SUITE 635 |
| TELSHE YESHIVA | ||||||||
| 28400 EUCLID AVE | WICKLIFFE | OH | 44092 | NONE | PC | GENERAL OPERATIONS | $360 | |
| THE TEMPLE-TIFERETH ISRAEL | ||||||||
| 26000 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATIONS | $5,000 | |
| WAGS 4 KIDS | ||||||||
| 112 EAST CENTER STREET | BEREA | OH | 44017 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATIONS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,374,760 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,117 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TREMONT SETTLEMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $229,298 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $289,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,996 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NORMA W LERNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37185 SOUTH WOODLAND ROAD | AddressLine1Txt |
| City | HUNTING VALLEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,036,400 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | ALPHATEC STOCK | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEALTHPOINT CAPITAL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE (FMV > COST) | Desc |
| Amt | $895,251 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TREASURER - STATE OF OHIO | $200 | $200 |
| MISCELLANEOUS | $9,755 | $9,755 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $212 | Amt |
| Disbursements Charitable Prps | $212 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX ON INVESTMENT INCOME | CategoryTxt |