MONTEFIORE FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MONTEFIORE FOUNDATION (EIN 34-1788055)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202501329349302200
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T09:16:16-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341788055 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTEFIORE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 6142043970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25701 SCIENCE PARK DRIVE | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN MARBLESTONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6142043970 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2025-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | KEN MARBLESTONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25701 SCIENCE PARK DRIVE | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $342,214 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MENORAHPARKFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THROUGH DECEMBER 2023, THE MONTEFIORE FOUNDATION'S MISSION IS TO SUPPORT MENORAH PARK CENTER FOR SENIOR LIVING BET MOSHAV ZEKENIM HADATI (THE "CENTER"), AND TO AID AND SUPPORT THE ELDERLY.AFTER DECEMBER 2023 AND FORWARD, THE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE AID AND SUPPORT TO THE ELDERLY COMMUNITY WITHIN THE CLEVELAND AREA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 45 | TotalVolunteersCnt |
| Total Gross UBI | $12,450 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,382 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $503,300 | PYContributionsGrantsAmt |
| CY Contributions Grants | $259,718 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $48,918 | PYInvestmentIncomeAmt |
| CY Investment Income | $69,846 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$114,605 | PYOtherRevenueAmt |
| CY Other Revenue | -$115,287 | CYOtherRevenueAmt |
| PY Total Revenue | $437,613 | PYTotalRevenueAmt |
| CY Total Revenue | $214,277 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,840,170 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $342,153 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,225 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $64,785 | PYOtherExpensesAmt |
| CY Other Expenses | $4,618 | CYOtherExpensesAmt |
| PY Total Expenses | $2,904,955 | PYTotalExpensesAmt |
| CY Total Expenses | $346,771 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,467,342 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$132,494 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,119,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,964,934 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $319,110 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $336,438 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,800,216 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,628,496 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MONTEFIORE FOUNDATION'S MISSION IS TO SUPPORT MENORAH PARK CENTER FOR SENIOR LIVING BET MOSHAV ZEKENIM HADATI (THE "CENTER"), AND TO AID AND SUPPORT THE ELDERLY.THIS MISSION IS CURRENTLY UNDERGOING REVISIONS AND IS IN THE PROCESS OF BEING REVIEWED BY THE BOARD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $342,153 | ExpenseAmt |
| Grant | $342,153 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THROUGH DECEMBER 2023, THE MONTEFIORE FOUNDATION'S MISSION IS TO SUPPORT MENORAH PARK CENTER FOR SENIOR LIVING BET MOSHAV ZEKENIM HADATI (THE "CENTER"), AND TO AID AND SUPPORT THE ELDERLY.AFTER DECEMBER 2023 AND FORWARD, THE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE AID AND SUPPORT TO THE ELDERLY COMMUNITY WITHIN THE CLEVELAND AREA. | Desc |
| Total Program Service Expenses | $342,153 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | 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 | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JODI NADERHOFF | PersonNm |
| Phone | 6142043970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25701 SCIENCE PARK DRIVE | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 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 |
|---|---|---|---|---|---|---|---|
| KEN MARBLESTONE | |||||||
| PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HARRY SINGER | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARC SILVERSTEIN | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY WILLENSKY | |||||||
| TRUSTEE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $450 | FederatedCampaignsAmt |
| Fundraising | $215,745 | FundraisingAmt |
| All Other Contributions | $43,523 | AllOtherContributionsAmt |
| Total Contributions | $259,718 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,846 | TotalRevenueColumnAmt |
| Exclusion | $69,846 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $12,650 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $215,745 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $127,937 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$115,287 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,450 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$127,737 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,277 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $12,450 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$57,891 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,153 | TotalAmt |
| Program Services | $284,153 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,000 | TotalAmt |
| Program Services | $58,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543 | TotalAmt |
| Management And General | $543 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $850 | TotalAmt |
| Management And General | $850 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225 | TotalAmt |
| Fundraising | $2,225 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000 | TotalAmt |
| Fundraising | $1,000 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,771 | TotalAmt |
| Program Services | $342,153 | ProgramServicesAmt |
| Management And General | $1,393 | ManagementAndGeneralAmt |
| Fundraising | $3,225 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,006,216 | BOYAmt |
| EOY | $316,853 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,524 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,276 | BOYAmt |
| EOY | $900,130 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,396 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,734,053 | BOYAmt |
| EOY | $9,747,951 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,179,861 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,119,326 | BOYAmt |
| EOY | $10,964,934 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $939 | BOYAmt |
| EOY | $29,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,171 | BOYAmt |
| EOY | $306,938 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $319,110 | BOYAmt |
| EOY | $336,438 | 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 | -$53,768 | BOYAmt |
| EOY | -$200,554 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,853,984 | BOYAmt |
| EOY | $10,829,050 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,800,216 | BOYAmt |
| EOY | $10,628,496 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,119,326 | BOYAmt |
| EOY | $10,964,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$132,494 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,153,582 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,192,808 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $837,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $681,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,166,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $523,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $259,718 | CurrentTaxYearAmt |
| Total | $3,468,223 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $837,946 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $681,363 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,166,116 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $523,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $259,718 | CurrentTaxYearAmt |
| Total | $3,468,223 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $721,476 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,746,747 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,535 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,796 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $530,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $69,846 | CurrentTaxYearAmt |
| Total | $802,776 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $2,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,192 | CurrentTaxYearMinus2YearsAmt |
| Total | $4,530 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,275,529 | TotalSupportAmt |
| Public Support CY170 | 0.64240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67110 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,383,103 | BeginningYearBalanceAmt |
| Contributions | $11,332 | ContributionsAmt |
| Investment Earnings Or Losses | $990,943 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $261,821 | OtherExpendituresAmt |
| End Year Balance | $9,123,557 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,138,204 | BeginningYearBalanceAmt |
| Contributions | $73,029 | ContributionsAmt |
| Investment Earnings Or Losses | $722,562 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,550,692 | OtherExpendituresAmt |
| End Year Balance | $8,383,103 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,249,002 | BeginningYearBalanceAmt |
| Contributions | $755,420 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,456,633 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $409,585 | OtherExpendituresAmt |
| End Year Balance | $9,138,204 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,489,906 | BeginningYearBalanceAmt |
| Contributions | $38,764 | ContributionsAmt |
| Investment Earnings Or Losses | $2,127,151 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $406,819 | OtherExpendituresAmt |
| End Year Balance | $10,249,002 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,424,789 | BeginningYearBalanceAmt |
| Contributions | -$61,486 | ContributionsAmt |
| Investment Earnings Or Losses | -$159,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,714,397 | OtherExpendituresAmt |
| End Year Balance | $8,489,906 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GLOBAL EQUITY FUNDS - POOLED FUNDS AT JFC | Desc |
| Book Value | $9,747,951 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,747,951 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE GIFT ANNUITY OBLIGATIONS | Desc |
| Amt | $306,938 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $306,938 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE ELIGIBLE PORTIONS OF THE ENDOWMENT FUNDS ARE USED TO HELP FUND SPECIAL ACTIVITIES AND CERTAIN EXPENSES INCURRED BY THE MONTEFIORE HOME AND MONTEFIORE HOUSING CORPORATION. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SHINING STAR CLE | Event1Nm |
| Gross Receipts Event1 | $228,395 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $215,745 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,650 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $25,000 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,018 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $29,200 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $60,719 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $228,395 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $215,745 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $12,650 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $25,000 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,018 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $29,200 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $60,719 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $127,937 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$115,287 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| MONTEFIORE HOME | ||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 340714360 | 501(C)(3) | $273,339 | $0 | PROGRAM SUPPORT |
| MENORAH PARK CENTER FOR SENIOR LIVING | ||||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | 340714443 | 501(C)(3) | $9,289 | $0 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $58,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROGRAM OFFICERS AND ADMINISTRATORS MUST REPORT AT LEAST ANNUALLY TO THE FOUNDATION ON THE USE OF FUNDS IN ACCORDANCE WITH DONOR RESTRICTIONS, AND AS APPROPRIATE, THE FOUNDATION SHARES THAT INFORMATION WITH DONORS. SCHOLARSHIPS GRANTED TO STUDENTS ARE EITHER PAID DIRECTLY TO THE COLLEGE OR UNIVERSITY OR DIRECTLY TO THE STUDENT IF PROOF OF ATTENDANCE IS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THROUGH DECEMBER 2023, THE MONTEFIORE FOUNDATION'S MISSION IS TO SUPPORT MENORAH PARK CENTER FOR SENIOR LIVING BET MOSHAV ZEKENIM HADATI (THE "CENTER"), AND TO AID AND SUPPORT THE ELDERLY. AFTER DECEMBER 2023 AND FORWARD, THE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE AID AND SUPPORT TO THE ELDERLY COMMUNITY WITHIN THE CLEVELAND AREA. THE CHANGE WAS DUE TO A SALES TRANSACTION RELATED TO THE MENORAH PARK CENTER FOR SENIOR LIVING AND RELATED ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 6 | MENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY. |
| FORM 990, PART VI, SECTION A, LINE 7A | MENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY. THROUGH MEMBER RELATIONS, MENORAH PARK CENTER FOR SENIOR LIVING HAS THE RIGHT FOR BOARD APPOINTMENTS AND REMOVALS. |
| FORM 990, PART VI, SECTION A, LINE 7B | MENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY. THROUGH MEMBER RELATIONS, MENORAH PARK CENTER FOR SENIOR LIVING HAS THE RIGHT HAS THE RIGHT FOR CERTAIN GOVERNANCE DECISIONS SUCH AS SALE AND/OR DISSOLUTION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FILING ORGANIZATION AND AN INDEPENDENT CPA FIRM, AS THE BOARD DESIGNEES, REVIEW THE FORM 990 PRIOR TO SUBMISSION. SENIOR MANAGEMENT REVIEWS AND APPROVES THE FORM WHILE COMPLETING AND OVERSEEING THE PROCESS FOR COMPLETION. THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE RETURN PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, THE MONTEFIORE FOUNDATION SENDS A COPY OF ITS CONFLICT OF INTEREST POLICY TO ALL TRUSTEES, OFFICERS, COMMITTEE MEMBERS AND KEY EMPLOYEES. THESE "KEY INDIVIDUALS" ARE REQUIRED TO DISCLOSE ANY TRANSACTIONS WHERE THE INTERESTS OF THE FOUNDATION AND THE KEY INDIVIDUAL (OR SPOUSE OR OTHER FAMILY MEMBER OF THE KEY INDIVIDUAL) COULD POTENTIALLY BE IN CONFLICT. THE CONFLICT OF INTEREST POLICY IS RENEWED ANNUALLY AT THE INITIAL MEETING OF THE BOARD OF TRUSTEES FOLLOWING THE FOUNDATION'S ANNUAL MEETING, AND EACH KEY INDIVIDUAL IS PROVIDED WITH A COPY OF THE POLICY UPON COMMENCEMENT OF HIS OR HER POSITION AS SUCH KEY INDIVIDUAL. NON COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY COULD RESULT IN DISCIPLINARY ACTION INCLUDING REMOVAL FROM ASSOCIATION WITH THE MONTEFIORE FOUNDATION. THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED BY THE COMPLIANCE OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | MOTEFIORE FOUNDATION MAINTAINS COPIES OF ALL GOVERNING DOCUMENTS AND FINANCIAL REPORTS AT ITS MAIN OFFICES IN BEACHWOOD, OH. COPIES OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D). |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES 7,766. DECREASE IN ASSETS HELD BY OTHERS -1,200,574. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MENORAH PARK CENTER FOR SENIOR LIVING | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 340714443 | SKILLED NURSING FACILITY | OH | 501(C)3 | LINE 10 | N/A | 0 | |
| MENORAH PARK FOUNDATION | |||||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | 341778478 | FUNDRAISING | OH | 501(C)3 | LINE 7 | Yes (1) | MENORAH PARK CENTER FOR SENIOR LIVING | |
| MONTEFIORE HOUSING CORPORATION | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 311501393 | ASSISTED LIVING AND SKILLED NURSING FACILITY | OH | 501(C)3 | LINE 12B, II | Yes (1) | MONTEFIORE HOME | |
| MENORAH PARK WOMEN'S & MEN'S ASSOCIATION | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 201321718 | VOLUNTEERS | OH | 501(C)3 | LINE 12C, III-FI | Yes (1) | MENORAH PARK CENTER FOR SENIOR LIVING | |
| MONTEFIORE HOME | |||||||||||
| 425 WEST NEW ENGLAND AVE SUITE 300 | WINTER PARK | FL | 32789 | 340714360 | SKILLED NURSING | OH | 501(C)3 | LINE 10 | Yes (1) | MENORAH PARK CENTER FOR SENIOR LIVING | |
| 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 | 0 | 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 | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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