JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND (EIN 83-0987549)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202323149349100722
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Reduction Explanation Statement
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T07:37:45-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARKWOOD LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 830987549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH AND FLORENCE MANDEL FAMILY- | BusinessNameLine1Txt |
| Business Name Line2 | PENNI M AND STEPHEN J WEINBERG FAMILY FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRADLEY S SMITH | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2168756500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVENUE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAVONDA D NAPKA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2168756500 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAVONDA D | PersonFirstNm |
| Person Last | NAPKA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUIS E VELAZQUEZ | PreparerPersonNm |
| PTIN | P01272244 | PTIN |
| Phone | 2168756500 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,572,879 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $605,818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $605,818 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $605,818 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,357,702 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,357,702 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,357,702 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,729,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,814,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,729,407 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $731,311 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$122,852 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$122,852 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,424,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,570,075 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,840,668 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $258,254 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $258,254 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $258,254 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $840,912 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,183 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,183 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,157,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,157,707 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,157,707 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,256,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,428,144 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,428,144 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,669,543 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,525,257 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,926,416 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,428,144 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,428,144 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,525,257 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,502,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,141,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,103,416 | CashBOYAmt |
| Cash EOY | $342,524 | CashEOYAmt |
| Cash EOYFMV | $342,524 | CashEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $178,794,580 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $158,508,410 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $118,230,355 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $181,897,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,850,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,572,879 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $2,758,286 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,894,286 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,758,286 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,894,286 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $179,139,710 | RetainedEarningBOYAmt |
| Retained Earning EOY | $154,956,648 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $179,139,710 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,956,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,897,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,850,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $179,139,710 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,502,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,450,962 | OtherIncreasesAmt |
| Subtotal | $188,088,494 | SubtotalAmt |
| Other Decreases | $33,131,846 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $154,956,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PIMCO SHORT-TERM FUND INST | $5,604,134 | $5,690,146 | -$27,491 | -$86,012 |
| PIMCO SHORT-TERM FUND INST | $1,759,066 | $1,810,759 | -$4,777 | -$51,693 |
| JPM 100% US TREASURY SEC CAPITAL GAIN DISTRIBUTIONS | $1 | $1 | $1 | |
| SEC 1256 S/T CAPITAL GAIN(LOSS) | $399,940 | $399,940 | $399,940 | |
| SEC 1256 L/T CAPITAL GAIN(LOSS) | $599,909 | $599,909 | $599,909 | |
| S/T CAPITAL GAIN(LOSS) FROM PSHIPS | $2,689,141 | -$2,689,141 | -$2,689,141 | |
| L/T CAPITAL GAIN(LOSS) FROM PSHIPS | $2,964,720 | $2,964,720 | $2,964,720 | |
| SEC 1231/1250 GAIN(LOSS) | $1,486,246 | $1,486,246 | $1,486,246 | |
| CAPITAL GAIN(LOSS) 28% RATE | $252 | -$252 | -$252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,729,407 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,773 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,773 | SubtotalAmt |
| Tax Based On Investment Income | $29,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $346,293 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $346,293 | TotalPaymentsAndCreditsAmt |
| Overpayment | $316,520 | OverpaymentAmt |
| Applied To ES Tax | $150,000 | AppliedToESTaxAmt |
| Refund | $166,520 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | 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 | BRADLEY S SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168756500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PARKWOOD LLC 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| PENNI M WEINBERG | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| PAMELA M KAHN | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| JENNIFER W DINNER | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| STEPHANIE MILLER | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| MARK A MADEJA | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | ASSISTANT SECRETARY | 1.0 | $0 | $0 | $0 |
| LAVONDA D NAPKA | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | SECRETARY | 1.0 | $0 | $0 | $0 |
| BRADLEY S SMITH | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | PRESIDENT | 0.5 | $0 | $0 | $0 |
| BRADLEY S SMITH | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TREASURER | 0.5 | $0 | $0 | $0 |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,323,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $121,802,681 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,125,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $44,203,384 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $126,125,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,891,888 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,233,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,211,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,211,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,773 | TotalTaxAmt |
| Distributable Before Adj | $6,181,926 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,181,926 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,181,926 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,525,257 | 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 | $5,525,257 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,181,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,399,537 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,525,257 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,399,537 | AppliedToYear1Amt |
| Applied To Current Year | $125,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,056,206 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRADLEY S SMITH PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAKESIDE AVE E | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168756500 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION FORM IS USED. THE FOLLOWING INFORMATION SHOULD ACCOMPANY ANY REQUEST: 1) DESCRIPTION OF PROJECT AND JUSTIFICATION FOR GRANT. 2) AMOUNT OF GRANT REQUESTED AND TERM OF GRANT. 3) PERTINENT FINANCIAL INFORMATION. 4) IRS EXEMPTION STATUS INCLUDING COPY OF EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 12 Tribe Films Foundation | ||||||||
| 11 Riverside Drive | apt 4NW | New York | NY | 10023 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| Aish Hatorah of Cleveland | ||||||||
| 14077 Cedar Road | Suite 7 | Cleveland | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $7,200 |
| American Cancer Society - Cleveland | ||||||||
| North Regional Office | 10501 Euclid Avenue | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $200 |
| American Friends of Shalva Israel Inc | ||||||||
| 78 SW 7th Street | Suite 500 | Miami | FL | 33130 | PUBLIC CHARITY | PAID | GENERAL | $100,000 |
| American Friends of the Israel Philharmonic Orches | ||||||||
| 122 East 42nd Street | Suite 4507 | New York | NY | 10168 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Athletes vs Crohns | ||||||||
| 51 Crossway | Scarsdale | NY | 10583 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Bellefaire Jewish Children's Bureau | ||||||||
| 22001 Fairmount Boulevard | Shaker Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Bikur Cholim of Cleveland | ||||||||
| 1845 South Taylor Road | Cleveland Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Bikur Cholim of Cleveland | ||||||||
| 1845 South Taylor Road | Cleveland Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Bladder Cancer Advocacy Network | ||||||||
| 4520 East West Highway | Suite 610 | Bethesda | MD | 20814 | PUBLIC CHARITY | PAID | GENERAL | $1,500 |
| Bluecoats Inc | ||||||||
| 23300 Mercantile Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Bluecoats Inc | ||||||||
| 23300 Mercantile Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $350 | |
| Bluecoats Inc | ||||||||
| 23300 Mercantile Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $350 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $2,000 | |
| Central Fund of Israel | ||||||||
| 461 Central Ave | Cedarhurst | NY | 11516 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Central Fund of Israel | ||||||||
| 461 Central Ave | Cedarhurst | NY | 11516 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $43,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $45,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $45,000 | |
| Clarion Project The | ||||||||
| 2435 North Central Expressway | Suite 1280 | Richardson | TX | 75080 | PUBLIC CHARITY | PAID | GENERAL | $25,000 |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 441955066 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 441955066 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Cleveland Clinic Foundation | ||||||||
| 9500 Euclid Avenue | Cleveland | OH | 441955066 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Cleveland Police Foundation | ||||||||
| 2301 Payne Ave STE 201 | Cleveland | OH | 44114 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Crohn's & Colitis Foundation of America Inc | ||||||||
| Northeast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $1,500 |
| Crohn's & Colitis Foundation of America Inc | ||||||||
| Northeast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| Crohn's & Colitis Foundation of America Inc | ||||||||
| Northeast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| Cuyahoga Community College Foundation | ||||||||
| 700 Carnegie Avenue | Cleveland | OH | 441152878 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Diversity Center of Northeast Ohio | ||||||||
| 3659 Green Road Suite 220 | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,750 | |
| Exposher | ||||||||
| 7056 Archibald Ave Ste102-314 | Corona | CA | 92880 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Exposher | ||||||||
| 7056 Archibald Ave Ste102-314 | Corona | CA | 92880 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Ezrat Israel Inc | ||||||||
| 806 Eastern Parkway | Brooklyn | NY | 11213 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Fairmount Temple | ||||||||
| 23727 Fairmount Boulevard | Beachwood | OH | 441222296 | PUBLIC CHARITY | PAID | GENERAL | $100,000 | |
| Fernando Pullum Community Arts Center | ||||||||
| 3351 West 43rd Street | Los Angeles | CA | 90008 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Frenchman's Creek Charities Foundation Inc | ||||||||
| 13495 Tournament Drive | Palm Beach Gardens | FL | 33410 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Friends of JCC Krakow | ||||||||
| 74 Lafayette Avenue | Suite 101 | Suffern | NY | 10901 | PUBLIC CHARITY | PAID | GENERAL | $1,800 |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | GENERAL | $20,000 | |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | GENERAL | $4,000 | |
| Furry Friends Adoption Clinic & Ranch | ||||||||
| 100 Capital Street | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Ginn Foundation | ||||||||
| 2103 Green Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Greater Cleveland Food Bank Inc | ||||||||
| 15500 South Waterloo | Cleveland | OH | 44110 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Gross Schechter Day School | ||||||||
| 27601 Fairmount Blvd | Pepper Pike | OH | 441244614 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Hopewell Inn | ||||||||
| 147 Bell Street | 303 | Chagrin Falls | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| Hospice of the Western Reserve | ||||||||
| 17876 St Clair Avenue | Cleveland | OH | 44110 | PUBLIC CHARITY | PAID | GENERAL | $200 | |
| ImpactIsrael | ||||||||
| 4340 East-West Hwy | 202 | Bethesda | MD | 20814 | PUBLIC CHARITY | PAID | GENERAL | $15,000 |
| ImpactIsrael | ||||||||
| 4340 East-West Hwy | 202 | Bethesda | MD | 20814 | PUBLIC CHARITY | PAID | GENERAL | $15,000 |
| Jewish Family Service Association of Cleveland Ohi | ||||||||
| 29125 Chagrin Blvd | Pepper Pike | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $3,600 | |
| Jewish Family Service Association of Cleveland Ohi | ||||||||
| 29125 Chagrin Blvd | Pepper Pike | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Jewish Family Service Association of Cleveland Ohi | ||||||||
| 29125 Chagrin Blvd | Pepper Pike | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $2,750 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $575 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $100,000 | |
| Jewish Federation of Palm Beach County | ||||||||
| Jack Joseph and Morton Mandel Buil | 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Jewish Federation of Palm Beach County | ||||||||
| Jack Joseph and Morton Mandel Buil | 1 Harvard Circle Suite 100 | West Palm Beach | FL | 33409 | PUBLIC CHARITY | PAID | GENERAL | $100,000 |
| Jewish Home Lifecare Manhattan | ||||||||
| 149 West 105th Street | New York | NY | 10025 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $6,600 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $100,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $96,200 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $13,855 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $7,200 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $5,400 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $70,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $45,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $50,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $150,000 | |
| Jupiter Medical Center Foundation | ||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Jupiter Medical Center Foundation | ||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Kids Cancer Foundation Inc | ||||||||
| 246 Royal Palm Beach Blvd | Royal Palm Beach | FL | 33411 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Maltz Museum of Jewish Heritage | ||||||||
| 2929 Richmond Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| MedWorks | ||||||||
| 1950 Richmond Road TR 205 | Lyndhurst | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $1,500 | |
| MedWorks | ||||||||
| 1950 Richmond Road TR 205 | Lyndhurst | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Milestones Autism Resources | ||||||||
| 4853 Galaxy Parkway | Suite A | Warrensville Heights | OH | 44128 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Momentum Unlimited | ||||||||
| 6101 Executive Blvd | Suite 240 | Rockville | MD | 20852 | PUBLIC CHARITY | PAID | GENERAL | $25,000 |
| Monmouth University | ||||||||
| 400 Cedar Ave | West Long Branch | NJ | 07764 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Moreland Hills Police and Employees Foundation | ||||||||
| 4350 Som Center Road | Moreland Hills | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Moreland Hills Police and Employees Foundation | ||||||||
| 4350 Som Center Road | Moreland Hills | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Ohio State University Foundation | ||||||||
| PO Box 710811 | Columbus | OH | 43271 | PUBLIC CHARITY | PAID | GENERAL | $30,000 | |
| Ohio State University Foundation | ||||||||
| PO Box 710811 | Columbus | OH | 43271 | PUBLIC CHARITY | PAID | GENERAL | $20,000 | |
| ORT America Inc | ||||||||
| Northeast Ohio Region | 24100 Chagrin Blvd 300 | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Palm Beach Cancer Institute Foundation Inc | ||||||||
| 3401 PGA Blvd | 200 | Palm Beach Gardens | FL | 33410 | PUBLIC CHARITY | PAID | GENERAL | $2,500 |
| Piano Cleveland | ||||||||
| 20600 Chagrin Boulevard | Suite 610 | Shaker Heights | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $25,000 |
| Piano Cleveland | ||||||||
| 20600 Chagrin Boulevard | Suite 610 | Shaker Heights | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| Playhouse Square Foundation | ||||||||
| 1501 Euclid Avenue | Suite 200 | Cleveland | OH | 44115 | PUBLIC CHARITY | PAID | GENERAL | $5,500 |
| Rock and Roll Hall of Fame and Museum Inc | ||||||||
| 1100 Rock and Roll Boulevard | Cleveland | OH | 441141022 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Scripps Research Institute The | ||||||||
| 130 Scripps Way | 482 | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $2,500 |
| Semach Sedek RIAS | ||||||||
| 2004 S Green Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $500 |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $600,000 |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $200 |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $6,000 | |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $3,000 | |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Victory Gallop | ||||||||
| 1745 N Hametown Rd | Akron | OH | 44333 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Winning Round Foundation Inc | ||||||||
| 6907 Briarlake Circle | Palm Beach Gardens | FL | 33418 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Weinberg Family Fund | ||||||||
| 25703 Science Park Drive | Beachwood | OH | 44122 | General | $2,964,000 | |||
| Chester Capital | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $131 | |||
| FIO PE | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $62 | |||
| Foundation Investments of Ohio | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $723 | |||
| Lakeside Partners I | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $175 | |||
| Simon Charitable Private | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $36 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,525,257 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Friends of Shalva Israel Inc | ||||||
| 78 SW 7th Street | Suite 500 | Miami | FL | 33130 | Project Support | $100,000 |
| American Friends of Shalva Israel Inc | ||||||
| 78 SW 7th Street | Suite 500 | Miami | FL | 33130 | Project Support | $100,000 |
| American Friends of Shalva Israel Inc | ||||||
| 78 SW 7th Street | Suite 500 | Miami | FL | 33130 | Project Support | $100,000 |
| Chabad Jewish Center of Solon | ||||||
| 5570 Harper Road | Solon | OH | 44139 | Project Support | $45,000 | |
| Chabad Jewish Center of Solon | ||||||
| 5570 Harper Road | Solon | OH | 44139 | Project Support | $45,000 | |
| Chabad Jewish Center of Solon | ||||||
| 5570 Harper Road | Solon | OH | 44139 | Project Support | $45,000 | |
| Chabad Jewish Center of Solon | ||||||
| 5570 Harper Road | Solon | OH | 44139 | Project Support | $45,000 | |
| Cleveland Clinic Foundation | ||||||
| 9500 Euclid Avenue | Cleveland | OH | 441955066 | Project Support | $25,000 | |
| Jewish Federation of Cleveland | ||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | Endowment Funding | $100,000 | |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | General Operating Support | $100,000 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | General Operating Support | $100,000 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | General Operating Support | $100,000 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | General Operating Support | $100,000 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | General Operating Support | $100,000 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | General Operating Support | $100,000 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | General Operating Support | $100,000 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | General Operating Support | $100,000 |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Project Support | $64,286 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $250,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $250,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $350,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | Capital Campaign | $150,000 | |
| Jupiter Medical Center Foundation | ||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | General Operating Support | $25,000 | |
| Jupiter Medical Center Foundation | ||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | General Operating Support | $25,000 | |
| Jupiter Medical Center Foundation | ||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | General Operating Support | $25,000 | |
| Ohio State University Foundation | ||||||
| PO Box 710811 | Columbus | OH | 43271 | Project Support | $25,000 | |
| Ohio State University Foundation | ||||||
| PO Box 710811 | Columbus | OH | 43271 | Project Support | $25,000 | |
| University Hospitals Health System | ||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | Project Support | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,144,286 | TotalGrantOrContriApprvFutAmt |
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 | $605,818 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,357,702 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $731,311 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,729,407 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,424,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,424,238 | 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 |
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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHESTER CAPITAL | $6,592,886 | $6,592,886 |
| EUCLID PARTNERS | $95,813 | $95,813 |
| FOUNDATION INVESTMENTS OF OHIO | $75,048,393 | $42,559,853 |
| LAKESIDE PARTNERS I | $1,912,131 | $1,912,131 |
| SIMON CHARITABLE PRIVATE | $53,812,316 | $51,102,811 |
| FIO P.E. | $15,334,320 | $10,888,173 |
| FIO R.E. | $2,184,133 | $1,550,270 |
| PIMCO SHORT-TERM | $811,411 | $811,411 |
| VANGUARD SHORT-TERM | $2,717,007 | $2,717,007 |
| LONE STAR FUND III | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES | $6,503 |
| BOOK/TAX DIFFERENCES | $33,125,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PSHIP PORTFOLIO DEDUCTIONS | $383,043 | $383,043 | $383,043 |
| TRUSTEE FEES | $649,753 | $649,753 | $649,753 |
| MISCELLANEOUS EXPENSES | $262,630 | $262,630 | $262,630 |
| OTHER PARTNERSHIP DEDUCTIONS | $862,281 | $862,281 | $862,281 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME (LOSS) FROM PARTNERSHIPS | $42,779 | $42,779 | $42,779 |
| OTHER INCOME (LOSS) FROM PARTNERSHIPS | $564,764 | $564,764 | $564,764 |
| RENTAL INCOME (LOSS) FROM PARTNERSHIPS | -$21,144 | -$21,144 | -$21,144 |
| OTHER PORTFOLIO INCOME FROM PARTNERSHIPS | $122,571 | $122,571 | $122,571 |
| ROYALTY INCOME (LOSS) FROM PARTNERSHIPS | $22,341 | $22,341 | $22,341 |
| ADJUST FOR UBTI - NOT TAXABLE | -$854,163 | -$854,163 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS/LOSSES | $16,182,500 |
| TAX-EXEMPT INCOME | $268,462 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | AVG FMV FOUNDATION INVESTMENTS OF OHIO 83,141,514 DISCOUNTED VALUE - FOUNDATION INVESTMENTS OF OHIO -47,072,442 AVG FMV OF SIMON CHARITABLE PRIVATE LLC 60,028,376 DISCOUNTED VALUE - SIMON CHARITABLE PRIVATE LLC -56,152,661 AVG FMV OF FIO P.E. LLC 13,219,040 DISCOUNTED VALUE - FIO P.E. LLC -9,383,916 AVG FMV OF FIO R.E. LLC 1,458,179 DISCOUNTED VALUE - FIO R.E. LLC -1,034,707 FIO, SCP, FIO P.E. AND FIO R.E. DISCOUNTED FOR ILLIQUIDITY, RESTRICTIONS AND A LACK OF MARKETABILITY BASED ON VALUATIONS. | ShortExplanationTxt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL & STATE UBTI TAXES | $840,912 | $12,183 | $12,183 |
| STATE FILING FEES |
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