2025-05-12T09:16:16-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-07-01 341788055 MONTEFIORE FOUNDATION MONT 6142043970 25701 SCIENCE PARK DRIVE BEACHWOOD OH 44122 KEN MARBLESTONE PRESIDENT 6142043970 2025-05-06 1 1 X AMY CIMINELLO P00796388 6148493000 2025-05-06 2023 2025-03-06 01:10:19Z X KEN MARBLESTONE 25701 SCIENCE PARK DRIVE BEACHWOOD OH 44122 342214 0 X WWW.MENORAHPARKFOUNDATION.ORG X 1994 OH 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. 4 4 0 45 12450 5382 503300 259718 0 0 48918 69846 -114605 -115287 437613 214277 2840170 342153 0 0 0 0 0 0 3225 64785 4618 2904955 346771 -2467342 -132494 11119326 10964934 319110 336438 10800216 10628496 X 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. 0 1 342153 342153 0 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. 342153 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 16 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X JODI NADERHOFF 6142043970 25701 SCIENCE PARK DRIVE BEACHWOOD OH 44122 X KEN MARBLESTONE PRESIDENT 1.00 1.00 X X 0 0 0 HARRY SINGER TRUSTEE 1.00 1.00 X 0 0 0 MARC SILVERSTEIN TRUSTEE 1.00 1.00 X 0 0 0 JUDY WILLENSKY TRUSTEE 1.00 1.00 X 0 0 0 0 0 0 0 0 0 0 0 450 215745 43523 259718 69846 69846 12650 215745 127937 -115287 12450 -127737 214277 0 12450 -57891 284153 284153 58000 58000 543 543 850 850 2225 2225 1000 1000 346771 342153 1393 3225 1006216 316853 72524 0 104276 900130 22396 0 8734053 9747951 1179861 0 11119326 10964934 939 29500 318171 306938 319110 336438 X -53768 -200554 10853984 10829050 10800216 10628496 11119326 10964934 X -132494 1153582 -1192808 X 0 0 0 X 837946 681363 1166116 523080 259718 3468223 837946 681363 1166116 523080 259718 3468223 721476 2746747 82535 70796 530681 48918 69846 802776 2338 2192 4530 4275529 0.64240 0.67110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8383103 11332 990943 261821 9123557 9138204 73029 722562 1550692 8383103 10249002 755420 -1456633 409585 9138204 8489906 38764 2127151 406819 10249002 10424789 -61486 -159000 1714397 8489906 0.00000 0.00000 1.00000 0 0 0 GLOBAL EQUITY FUNDS - POOLED FUNDS AT JFC 9747951 F 9747951 CHARITABLE GIFT ANNUITY OBLIGATIONS 306938 306938 PART V, LINE 4: 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. SHINING STAR CLE 228395 215745 12650 25000 13018 29200 60719 228395 215745 12650 25000 13018 29200 60719 127937 -115287 1 MONTEFIORE HOME 425 WEST NEW ENGLAND AVE SUITE 300 WINTER PARK FL 32789 340714360 501(C)(3) 273339 0 PROGRAM SUPPORT MENORAH PARK CENTER FOR SENIOR LIVING 27100 CEDAR ROAD BEACHWOOD OH 44122 340714443 501(C)(3) 9289 0 PROGRAM SUPPORT 2 0 COLLEGE SCHOLARSHIPS 58000 SCHEDULE I, PART I, LINE 2 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. 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. 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 MENORAH PARK CENTER FOR SENIOR LIVING 1 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 MONTEFIORE HOME 1 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 MENORAH PARK CENTER FOR SENIOR LIVING 1 MONTEFIORE HOME 425 WEST NEW ENGLAND AVE SUITE 300 WINTER PARK FL 32789 340714360 SKILLED NURSING OH 501(C)3 LINE 10 MENORAH PARK CENTER FOR SENIOR LIVING 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0