2019-11-15T12:40:09-06:00 2018-12-31 135381590 BDO USA LLP 32125 SOLON ROAD SOLON OH 441392284 990 2018-01-01 346560945 DAVID & INEZ MYERS FOUNDATION DAVI 2165932900 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 BARRY REIS TREASURER 2165932900 2019-05-15 0 JACOB COOK P01240455 4402488787 66.94.93.50 2019-11-15 13:39:49 ES P A8A2F5553F73DEC04B943D38074F0C2CD2087188 D11BCDCC159B866877DB68806056FBABEC110441 2018 2020-03-31 21:24:44Z BARRY REIS 25701 SCIENCE PARK DR CLEVELAND OH 44122 24131088 0 X NONE X 1954 OH FURTHER THE CHARITABLE, EDUC.& RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND 9 8 0 8 309944 0 0 0 0 0 9717871 4183645 -93453 0 9624418 4183645 9821095 7588556 0 0 0 0 0 0 0 492458 588889 10313553 8177445 -689135 -3993800 199951036 181304251 12804845 12984897 187146191 168319354 FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND 0 0 7709855 7588556 GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL & RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND INCLUDING GRANT PROGRAM DESIGN, OVERSIGHT AND EXECUTION. 7709855 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 OH X BARRY REIS 2165932900 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 S LEE KOHRMAN TRUSTEE/PRESIDENT 20.40 0.60 X X 0 0 0 RENEE CHELM TRUSTEE 0.20 4.40 X 0 0 0 LESLIE D DUNN TRUSTEE/VICE PRESIDENT 0.40 0.50 X X 0 0 0 BRUCE H GOODMAN TRUSTEE 0.20 0.90 X 0 0 0 HARLEY L GROSS TRUSTEE 0.20 1.10 X 0 0 0 STEPHEN H HOFFMAN TRUSTEE/SECRETARY 0.40 40.00 X X 0 654895 35059 CARYN WOLF WECHSLER TRUSTEE 0.20 0.00 X 0 0 0 BRUCE KOHRMAN TRUSTEE 0.20 0.00 X 0 0 0 CHARLES A RATNER TRUSTEE 0.20 1.10 X 0 0 0 BARRY REIS TREASURER 0.20 40.00 X 0 324989 45775 MATTHEW A KALIFF ASST SECRETARY 0.20 40.00 X 0 92634 30512 KARI BLUMENTHAL ASST TREASURER 0.20 40.00 X 0 128662 18811 0 1201180 130157 0 0 1 0 WELLINGTON MANAGEMENT COMPANY LLP 280 CONGRESS STREET BOSTON MA 02210 INVESTMENT ADVISORS 179900 MONTICELLO ASSOCIATES INC ONE TABOR CENTER 1200 17TH ST DENVER CO 80202 INVESTMENT ADVISORS 150000 2 2744523 105588 2638935 13636165 7750400 12614105 7333338 1022060 417062 1439122 204356 1234766 4183645 0 309944 3873701 5353056 5353056 2235500 2235500 2363 2363 413269 413269 39000 39000 121299 121299 FILING FEES & TAXES 8388 8388 BANK FEES 4455 4455 DELIVERY/SHIPPING EXP 76 76 MEETING/LITERATURE 39 39 8177445 7709855 467590 0 8564076 11543689 1 1 52023926 46530002 138933849 123221220 429184 9339 199951036 181304251 12804845 12984897 12804845 12984897 X 187146191 168319354 187146191 168319354 199951036 181304251 X -3993800 -14998037 165000 X X 0 0 0 X X 1 JEWISH FEDERATION OF CLEVELAND 340714445 7 1 2783500 0 1 2783500 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, LINE 6 GRANTS WERE MADE TO OTHER SECTION 501(C)(3) ORGANIZATIONS CLASSIFIED AS PUBLIC CHARITIES WHICH CARRY OUT THE CHARITABLE PURPOSES OF THE FEDERATION IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 509(A)(3)(A). SUCH GRANTS ARE IN FURTHERANCE OF THE FEDERATION'S CHARITABLE PURPOSES AND CONSTITUTE PERFORMING THE FUNCTION OF THE FEDERATION BY SUPPLEMENTING AND ENHANCING THE FEDERATION'S GRANT MAKING PROGRAM. DURING THE CALENDAR YEAR ENDING DECEMBER 31,2018, THE FOUNDATION MADE GRANTS TOTALING $4,805,056 TO CHARITABLE ORGANIZATIONS OTHER THAN THE SUPPORTED ORGANIZATION. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE F AND SCHEDULE I. 136 OTHER GRANTS MADE BY THE FOUNDATION, EACH LESS THAN OR EQUAL TO $5,000, TOTALED $231,250. 0 FEDERATION - POOLED MANAGED MAIN INVESTMENT FUND 33305500 F FEDERATION - POOLED MARKETABLE ALTERNATIVES PROGRAM 11064923 F FEDERATION - MONEY FUND 205177 F BRAHMAN PARTNERS IV 3127812 F BRENNER WEST CAPITAL OFFSHORE FUND LTD 199646 F BRIDGE INVESTMENT FUND LP 154859 F CLEVELAND FEDERATION PE I LLC 3133262 F DAVIDSON KEMPNER INST PARTNERS 4600158 F EARLY STAGE PARTNERS II LP 259310 F EARLY STAGE PARTNERS LP 738583 F EIG ENERGY FUND XIV-A, LP 364521 F EIG ENERGY FUND XVI, LP 1379698 F FARALLON CAPITAL INSTITUTIONAL PARTNERS 6274493 F FIR TREE VALUE FUND 242241 F FORTRESS PRTNRS OFFSH FUND LP 6690 F GOLUB CAPITAL PARTNERS INTERNATIONAL 11, LP 1067082 F GQG PARTNERS EMERGING MARKETS EQUITY FUND 3258266 F KING STREET CAPITAL 6334727 F LEXIN AMTRUST REAL ESTATE PARTNERS LP 1 F LEXINGTON MIDDLE MARKET INVESTORS III, LP 1374115 F LEXINGTON MIDDLE MARKET INVESTORS IV, LP 23758 F MW EUREKA FUND 2287935 F MOUNT KELLETT CAPITAL PARTNERS II LP 662274 F NEWPORT ASIA INSTITUTIONAL FD LP 10394684 F OCH - ZIFF REAL ESTATE TE FUND LP 389947 F OCH-ZIFF REAL ESTATE PARALLEL FUND III 1576300 F RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC 3494145 F SOWOOD ALPHA FUND LTD 33042 F TRG FORESTRY FUND 8-B, LP 973546 F VIKING GLOBAL EQUITIES III LTD 9146205 F WTC-CTF EMERGING COMPANIES 13416320 F WTC-CTF SELECT LEADERS 3732000 F 123221220 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 2287935 CENTRAL AMERICA AND THE CARIBBEAN - 0 0 INVESTMENTS 20813029 MIDDLE EAST AND NORTH AFRICA - 0 0 PROGRAM SERVICES GRANT MONITORING AND PROGRAM DEVELOPMENT 100891 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES GRANT MONITORING AND PROGRAM DEVELOPMENT 1504 MIDDLE EAST AND NORTH AFRICA - 0 0 GRANT MAKING 2232000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANT MAKING 3500 0 0 0 0 0 0 25438859 0 25438859 MIDDLE EAST AND NORTH AFRICA SCHOLARSHIP OR RESEARCH 1000000 CHECK MIDDLE EAST AND NORTH AFRICA GNERAL SUPPORT FOR ISRAEL MUSEUM 100000 CHECK MIDDLE EAST AND NORTH AFRICA SCHOLARSHIP SUPPORT FOR ETHIOPEAN ISRAELI AND ARAB ISRAELI UNDERGRADUATES 1000000 CHECK MIDDLE EAST AND NORTH AFRICA RECOMMENDATION: ISRAEL ASSOCIATION FOR ETHIOPIAN JEWS 10000 CHECK MIDDLE EAST AND NORTH AFRICA IMPACT SCHOLARSHIP PROGRAM 32000 CHECK MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 40000 CHECK MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 25000 CHECK MIDDLE EAST AND NORTH AFRICA GENERAL SUPPORT 11000 CHECK 8 1 0 1 1 1 0 PART I, LINE 2: GRANTEES ARE GENERALLY REQUIRED TO SIGN AND RETURN A GRANT AWARD LETTER THAT STIPULATES THE TERMS AND CONDITIONS OF THE GRANT INCLUDING HOW THE DOLLARS ARE TO BE SPENT, OVER WHAT PERIOD OF TIME AND REPORTING REQUIREMENTS. THE ORGANIZATION REQUESTS WRITTEN REPORTS FROM ALL GRANTEES WITHIN 6-9 MONTHS OF RECEIVING THE GRANT. IN SELECTED CASES, SITE VISITS ARE CONDUCTED TO MONITOR THE PROGRESS OF FUNDED PROGRAMS. GRANTS TO DOMESTIC 501(C) (3) ORGANIZATIONS THAT SUPPORT A SINGLE FOREIGN ENTITY HAVE BEEN INCLUDED ON SCHEDULE F. PART I, LINE 3: ACCRUAL METHOD 1 ABRAHAM FUND INC 320 NEVEDA STREET SUITE 301 NEWTON MA 02460 133556715 501 (C)(3) 10000 GENERAL SUPPORT AMERICAN CIVIL LIBERTIES UNION OF OHIO FOUNDATIONINC 4506 CHESTER AVENUE CLEVELAND OH 44103 237137105 501 (C)(3) 17500 YOUTH EDUCATION PROGRAMMING AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEEINC 220 EAST 42 ST SUTIE 400 NEW YORK NY 10017 131656634 501 (C)(3) 325000 CAMP SZARVAS CAPITAL CAMPAIGN RESTRICTED TO CONSTRUCTION COST; MYERS-BROOKDALE-JDC NEGEV BEDOUIN EVALUATION;TAUB CENTER FOR SOCIAL POLICY STUDIES IN ISRAEL BNAI BRITH YOUTH ORGANIZATIONINC 800 EIGHTH STREET NW WASHINGTON DC 20001 311794932 501 (C)(3) 270000 OHIO NORTHERN REGION GENERAL SUPPORT CASE WESTERN RESERVE UNIVERSITY OFFICE OF ADVANCEMENT SERVICES 10900 EUCLID AVENUE CLEVELAND OH 441067035 341018992 501 (C)(3) 20000 SCHOOL OF MEDICINE, DR. NATHAN BERGER'S SCIENTIFIC ENRICHMENT AND OPPORTUNITY PROGRAM; SIEGAL LIFELONG LEARNING PROGRAM; HIGH SCHOOL SCIENCE ENRICHMENT OPPORTUNITY CLEVELAND HILLEL FOUNDATIONINC 11303 EUCLID AVENUE CLEVELAND OH 44106 341187022 501 (C)(3) 15000 2019 SUMMER INTERNSHIP PROGRAM CLEVELAND PLAY HOUSE 1901 EAST 13TH STREET SUITE 200 CLEVELAND OH 44114 346515260 501 (C)(3) 30000 THEATRE EDUCATION PROGRAMS 2018-2019 CLEVELAND PUBLIC THEATRE INC 6415 DETROIT AVENUE CLEVELAND OH 44102 341359225 501 (C)(3) 6000 EDUCATION PROGRAMMING 2018 - 2019, GENERAL SUPPORT CLEVELAND SCHOOL OF THE ARTS BOARD OF TRUSTEES PO BOX 18265 CLEVELAND OH 44118 341410357 501 (C)(3) 50000 THEATER ARTS PROFESSIONALS AND THEATER ARTS RESOURCES PROGRAMS CLEVELAND STATE UNIVERSITY FOUNDATION INC DEVELOPMENT 2121 EUCLID AVE UN501 CLEVELAND OH 44115 341316665 501 (C)(3) 10500 GRADUATE STUDENT APPLICATION EXPENSES, PRE-PROFESSIONAL ADVISING CENTER, COLLEGE OF SCIENCES AND HEALTH PROFESSIONALS; MAXINE GOODMAN LEVIN COLLEGE OF URBAN AFFAIRS: OCT 30, 2018 PUBLIC SERVICE AWARD AND RECOGNITION CEREMONY COLLEGE NOW GREATER CLEVELANDINC POST OFFICE PLAZA 1500 WEST 3RD ST SUITE 125 CLEVELAND OH 44113 346580096 501 (C)(3) 50000 GENERAL SUPPORT FOUNDATION FOR JEWISH CAMP INC 253 WEST 35TH STREET 4TH FL NEW YORK NY 10001 223551013 501 (C)(3) 7500 HURRICAN HARVEY CAMPERSHIP RELIEF; GENERAL SUPPORT GREAT LAKES THEATER FESTIVALINC 1501 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 340901212 501 (C)(3) 50000 2018-2019 SCHOOL RESIDENCY PROGRAM GREATER CLEVELAND FOOD BANK INC 15500 SOUTH WATERLOO ROAD CLEVELAND OH 44110 341292848 501 (C)(3) 25000 GENERAL SUPPORT HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE NATIONAL HEADQUARTERS 800 EIGHTH ST NW WASHINGTON DC 20001 521844823 501 (C)(3) 15000 SPRING EVENT JEWISH EDUCATION CENTER OF CLEVELAND 2030 SOUTH TAYLOR ROAD CLEVELAND HEIGHTS OH 44118 340714554 501 (C)(3) 470000 JEWISH CAMPING SCHOLARSHIPS; CAMP LEADERSHIP SCHOLARSHIPS JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 340714445 501 (C)(3) 2783500 BRITHRIGHT; CEMETARY; SECURITY; ISRAEL AT 70; ISRAEL CLEVELAND NEXT, OVERSEAS CONNECTIONS COMMITTEE/JEWISH EDUCATION ST. PETERSBURG PERIPHERY COMMUNITIES, MOISHE HOUSE, ONWARD ISRAEL, PHILANTHROPIC FUND SUPPORT, S HOFFMAN HEBREW LANGUAGE FUND, 2019 CAMPAIGN JEWISH FEDERATIONS OF NORTH AMERICAINC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501 (C)(3) 281000 RECOMMENDED FOR: COUNSELING CENTER FOR WOMEN, ISRAEL: GENERAL SUPPORT; HADASSAH ACADEMIC COLLEGE SCHOLARSHIP SUPPORT; KVUTZAT REUT; SHURAT HADIN ISRAEL LAW CENTER, TEL AVIV, ISRAEL; TEL HAI ACADEMIC COLLEGE, SUPPORT CENTER FOR STUDENTS WITH DISABILITIES; JEWISH PEOPLE POLICY INSTITUTE; MAX STERN YEZREEL VALLEY COLLEGE, OPPORTUNITY FOR SUCCESS JTA-MJL NEW CORP 24 WEST 30TH ST 4TH FLOOR NEW YORK NY 10001 130887610 501 (C)(3) 75000 GENERAL SUPPORT JUNIOR ACHIEVEMENT OF GREATER CLEVELAND INC 1422 EUCLID AVENUE SUITE 952 CLEVELAND OH 44115 340733164 501 (C)(3) 10000 CMSD PROGRAMS LEGAL AID SOCIETY OF CLEVELAND 1223 WEST 6TH STREET CLEVELAND OH 44113 340866026 501 (C)(3) 50000 GENERAL SUPPORT MANDEL JEWISH COMMUNITY CENTER OF CLEVELAND 26001 SOUTH WOODLAND RD BEACHWOOD OH 44122 340714439 501 (C)(3) 6000 2017 FILM FEST; PLAY AT THE J; 2018 JEWISH FILM FESTIVAL MENORAH PARK FOUNDATION 27100 CEDAR ROAD CLEVELAND OH 44122 341778478 501 (C)(3) 101806 VITAMIX BLENDER; REHABILITATION CENTER RENOVATION MUSICAL ARTS ASSOCIATION 11001 EUCLID AVENUE CLEVELAND OH 44106 340714468 501 (C)(3) 120000 GENERAL SUPPORT; STAR SPANGLED SPECTACULAR COMMUNITY CONCERT; 100TH ANNIVERSARY GALA SHOES AND CLOTHES FOR KIDS INC 3500 LORAIN AVENUE SUITE 301 CLEVELAND OH 44113 341554285 501 (C)(3) 6500 GENERAL SUPPORT THE CENTERS FOR FAMILIES AND CHILDREN 4500 EUCLID AVENUE CLEVELAND OH 44013 237084455 501 (C)(3) 7000 GENERAL SUPPORT THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 133014387 501 (C)(3) 100000 GENERAL SUPPORT FOR SHALOM HARTMAN INSTITUTE, JERUSALEM UNION FOR REFORM JUDAISM NATIONAL HEADQUARTERS 633 THIRD AVE FLORR 7 NEW YORK NY 10017 131663143 501 (C)(3) 21000 GENERAL SUPPORT; ISRAEL RELIGIOUS ACTION CENTER: GENDER SEGREGATION; ISRAEL RELIGIOUS ACTION CENTER: RACISM CRISIS UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 346516654 501 (C)(3) 150000 2018/19 CAMPAIGN; 2-1-1 HELP CENTER WORLD ORTINC 1740 BROADWAY 15TH FLOOR NEW YORK NY 10019 061669917 501 (C)(3) 50000 SCHOOL SUPPLIES & BASIC NEEDS; AT RISK YOUTH, ISRAEL YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF CLEVELAND OHIO 4019 PROSPECT AVENUE CLEVELAND OH 44103 340714800 501 (C)(3) 6000 EARLY LEARNING CENTER; GENERAL SUPPORT 31 PART I, LINE 2: GRANTEES ARE GENERALLY REQUIRED TO SIGN AND RETURN A GRANT AWARD LETTER THAT STIPULATES THE TERMS AND CONDITIONS OF THE GRANT INCLUDING HOW THE DOLLARS ARE TO BE SPENT, OVER WHAT PERIOD OF TIME AND REPORTING REQUIREMENTS. THE ORGANIZATION REQUESTS WRITTEN REPORTS FROM ALL GRANTEES WITHIN 6-9 MONTHS OF RECEIVING THE GRANT. IN SELECTED CASES, SITE VISITS ARE CONDUCTED TO MONITOR THE PROGRESS OF FUNDED PROGRAMS. THE FEDERATION REPORTS GRANTS ON SCHEDULE I TO VARIOUS 501 (C) (3) DOMESTIC U.S. CHARITIES WHICH, AS PART OF THEIR ACTIVITIES, FUND OVERSEAS PROJECTS. SOME OF THE GRANTS INCLUDE RECOMMENDATIONS THAT SUCH GRANTS BE USED TO SUPPORT CERTAIN FOREIGN CHARITABLE ORGANIZATIONS OR THEIR PROJECTS. SUCH RECOMMENDATIONS ARE ADVISORY ONLY AND SUCH U.S. ORGANIZATIONS MAKE THE FUNDING DECISIONS. THESE U.S. TAX -EXEMPT ORGANIZATIONS ARE EXPECTED TO FILE SEPARATE FORM 990'S WITH A SCHEDULE F FOR THEIR GRANTS TO FOREIGN GRANTEES. GRANTS TO DOMESTIC 501(C) (3) ORGANIZATIONS THAT SUPPORT A SINGLE FOREIGN ENTITY HAVE BEEN INCLUDED ON SCHEDULE F. 0 0 0 0 0 0 0 0 0 STEPHEN H HOFFMAN TRUSTEE/SECRETARY 0 611581 0 0 0 43314 0 13750 0 21309 0 689954 0 0 BARRY REIS TREASURER 0 312908 0 0 0 12081 0 14075 0 31700 0 370764 0 0 FORM 990, PART VI, SECTION A, LINE 2 S. LEE KOHRMAN AND BRUCE KOHRMAN HAVE A FAMILY RELATIONSHIP. STEPHEN H. HOFFMAN, BARRY REIS, KARI BLUMENTHAL AND MATTHEW KALIFF HAVE A BUSINESS RELATIONSHIP. THEY ARE OFFICERS OR EMPLOYEES OF THE FEDERATION, THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 TWO CLASSES OF VOTING MEMBERS:(A)THE FEDERATION MEMBER WHICH HAS A MAJORITY OF THE MEMBER VOTING POWER AND IS THE JEWISH FEDERATION OF CLEVELAND (FEDERATION), THE SUPPORTED ORGANIZATION (HEREAFTER "SUPPORTED ORGANIZATION"), AND (B)DONOR MEMBER(S) - INDIVIDUALS WHO HAVE IN THE AGGREGATE A MINORITY OF THE MEMBER VOTING POWER. FORM 990, PART VI, SECTION A, LINE 7A THE FEDERATION MEMBER ELECTS A MAJORITY OF THE BOARD OF TRUSTEES; THE DONOR MEMBER(S) ELECTS A MINORITY OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B IF A MAJORITY OF THE BOARD PRESENT AT A MEETING ARE NOT FEDERATION ELECTED TRUSTEES, ANY ACTIONS TAKEN BY THE BOARD AT THAT MEETING ARE NOT EFFECTIVE UNTIL APPROVED BY THE FEDERATION MEMBER. UNDER STATE LAW, MEMBERS MUST APPROVE ANY DISSOLUTION ACTION ADOPTED BY THE BOARD AND ANY BOARD APPROVED SALE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS EMAILED TO EACH OFFICER/TRUSTEE FOR REVIEW BEFORE FILING. FORM 990 IS PREPARED BY THE SUPPORTED ORGANIZATION'S STAFF AND THEN,BEFORE FILING,IS REVIEWED BY THE FOUNDATION'S OUTSIDE AUDITORS AND BY THE FOUNDATION'S TREASURER (WHO ALSO IS THE SUPPORTED ORGANIZATION'S ASSISTANT TREASURER). THE CIRCULATED COPY DOES NOT INCLUDE SCHEDULE B CONTRIBUTORS,IF ANY,OR COMPENSATION PAID BY THE RELATED ORGANIZATION. THIS INFORMATION IS MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EVERY TRUSTEE, OFFICER, BOARD MEMBER, COMMITTEE MEMBER AND EMPLOYEE IN A POSITION TO INFLUENCE, PROVIDE NON-PUBLIC INFORMATION OR VOTE ON FOUNDATION POLICIES OR EXPENDITURES, (A KEY INDIVIDUAL) IS REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING AND AGREEING TO THE TERMS OF THE CONFLICT OF INTEREST POLICY PRIOR TO EMPLOYMENT OR SERVING ON THE FOUNDATION BOARD OR KEY COMMITTEE. THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH TRUSTEES ANNUALLY AT A FOUNDATION BOARD MEETING. IN ADDITION, ANY NEW KEY INDIVIDUAL IS PROVIDED A COPY OF THE POLICY UPON COMMENCEMENT OF HIS OR HER POSITION AS A KEY INDIVIDUAL AND IS REQUIRED TO SIGN AND DELIVER TO THE FOUNDATION A STATEMENT ACKNOWLEDGING AND AGREEING TO THE TERMS OF THE POLICY. A COPY OF THE POLICY IS SENT ANNUALLY TO ALL KEY INDIVIDUALS. THE FEDERATION (SUPPORTED ORGANIZATION) ENDOWMENT DEPARTMENT PERSONNEL ARE RESPONSIBLE FOR MAINTAINING COPIES OF SIGNED STATEMENTS AND FOLLOWING UP TO ENSURE THAT A STATEMENT IS OBTAINED FROM EACH KEY INDIVIDUAL. TREASURER OF THE FOUNDATION (WHO IS ALSO ASSISTANT TREASURER OF THE SUPPORTED ORGANIZATION) IS RESPONSIBLE FOR MONITORING CONFLICT SITUATIONS, IF ANY. IF A BOARD MEMBER HAS AN INTEREST IN A TRANSACTION, HE OR SHE IS REQUIRED TO DISCLOSE AND NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 NOT APPLICABLE. THE FOUNDATION HAS NO EMPLOYEES AND DOES NOT COMPENSATE ITS TRUSTEES AND/OR OFFICERS AND THEREFORE DOES NOT MAINTAIN A PROCESS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: CANCELLATION OF PRIOR PERIOD GRANTS 165,000. FORM 990 PART XII LINE 2(B) AND 2(C)- FINANCIAL STATEMENTS AND REPORTING ALTHOUGH THE FOUNDATION'S 12/31/2018 FINANCIAL STATEMENTS ARE NOT CONSOLIDATED ON A TAX YEAR BASIS, THE FOUNDATION'S FINANCIAL RESULTS FROM JULY 1 TO JUNE 30 ARE INCLUDED IN THE SUPPORTED ORGANIZATION'S FISCAL YEAR JUNE 30 CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THE FEDERATION'S AUDIT COMMITTEE, COMPRISED OF INDEPENDENT VOLUNTEERS, RECOMMENDS THE INDEPENDENT ACCOUNTANTS TO THE FEDERATION'S BOARD OF TRUSTEES WHICH MUST APPROVE THE APPOINTMENT. THE AUDIT COMMITTEE PROVIDES OVERSIGHT OF THE AUDIT AND REVIEWS THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS WITH STAFF AND THE INDEPENDENT ACCOUNTANTS PRIOR TO ISSUANCE. THE AUDIT COMMITTEE ALSO MEETS INDEPENDENTLY WITH THE INDEPENDENT ACCOUNTANTS TO DISCUSS THE AUDIT PROCESS. JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 340714445 GRANTS & ALLOCATIONS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OH 501(C)(3) 7 N/A 0 JOANN AND THOMAS ADLER FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341858749 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MILDRED & MARTIN BECKER FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341711965 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 THE SEMI J & RUTH W BEGUN FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341594565 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 CHELM FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 300226826 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 CLEVELAND HEBREW SCHOOLS EDUCATIONAL FDTN 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 340714599 SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 ELLEN E & VICTOR J COHN SUPPORTING FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311606939 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 COMMISSION ON CEMETERY PRESERVATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341771506 SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 FEDERATION HOLDINGS INC 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 237133908 HOLDS LEGAL TITLE TO DONATED REAL ESTATE OH 501(C)(2) N/A JEWISH FEDERATION OF CLEVELAND 0 FGI FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341916912 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 RINA & SAMUEL M FRANKEL FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311502121 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 PEGGY AND JOHN GARSON FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341916905 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 ROBERT AND SUSAN R HURWITZ FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341916908 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 THE IMMERMAN FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341533181 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 JEWISH COMMUNITY HOUSING INC 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341276120 SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 THE MT SINAI HEALTH CARE FOUNDATION 11000 EUCLID AVE CLEVELAND OH 44106 341777878 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MADAV IX FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341638258 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MADAV XVII FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341827879 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MADAV XVIII FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341827878 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MALTZ FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311566163 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MANDEL SPPRTING FDTNS-JACK N AND LILYAN MANDEL FUND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341350566 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MANDEL SPPRTING FDTNS-JOSEPH C AND FLORENCE MANDEL FUND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341350568 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MANDEL SPPRTING FDTNS-MORTON L AND BARBARA MANDEL FUND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341350570 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MEISEL FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311583883 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MILLER GOOD FAMILY CHARITABLE FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341832965 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 ALEX & ANNE MILLER FAMILY CHARITABLE FUND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311204735 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341806783 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 EILEEN AND MYRON NICKMAN FAMILY SUPPORTING FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341916911 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 PHYLLIS & DEBRA ANN NOVEMBER CHILDREN'S FUND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311566156 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 OSTARA 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311606934 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 THE HARRY RATNER HUMAN SERVICES FUND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341360076 SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 THE RIMON XLI FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341916913 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 ROBERT S & SYLVIA K REITMAN FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311502117 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 DAVID AND ENID ROSENBERG FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 371777614 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 SCHOLNICK FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 611749334 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 NATHAN & FANNYE SHAFRAN FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341458950 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 LAWRENCE C SHERMAN FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341806781 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 MICHAEL & ANITA SIEGAL FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341832962 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 LAURA & ALVIN SIEGAL CLG JUD STDIES ED FDTN 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 340946903 SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY OH 501(C)(3) 7 JEWISH FEDERATION OF CLEVELAND 0 NORMA AND ERNIE SIEGLER FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341546349 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 ROBERT AND EILEEN SILL FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 464104662 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 SIMON FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341808584 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 NAOMI G & EDWIN Z SINGER FAMILY FUND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341638257 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 IRVING I STONE SUPPORT FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341476465 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 NINA & NORMAN WAIN FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 311502119 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 STANLEY E AND SALLY HARRIS WERTHEIM FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 300884987 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 WOLF FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341638259 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 BENNETT & DONNA YANOWITZ FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341562999 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 DAN AND ELLEN ZELMAN FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 383876650 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 ZILBER FAMILY FOUNDATION 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 341711966 SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION OH 501(C)(3) 12A TYPE 1 JEWISH FEDERATION OF CLEVELAND 0 CLEVELAND FEDERATION PE I LLC 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 463664554 INVESTMENTS OH JEWISH FEDERATION OF CLEVELAND (D) REV EXCLUDED 147040 2767768 0 353 0 0.15000 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 SCHEDULE R, PARTII COLUMN B CONTINUATION OF PRIMARY ACTIVITY: CLEVELAND HEBREW SCHOOLS EDUCATIONAL FOUNDATION: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING THE PROMOTION OF QUALITY JEWISH EDUCATION SCHEDULE R, PARTII COLUMN B CONTINUATION OF PRIMARY ACTIVITY: COMMISSION ON CEMETERY PRESERVATION: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING THE PRESERVATION OF JEWISH CEMETERIES SCHEDULE R, PARTII COLUMN B CONTINUATION OF PRIMARY ACTIVITY: JEWISH COMMUNITY HOUSING, INC.: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING PROVIDING SERVICES FOR SENIOR CITIZENS AND THE DISABLED SCHEDULE R, PARTII COLUMN B CONTINUATION OF PRIMARY ACTIVITY: THE HARRY RATNER HUMAN SERVICES FUND: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING ASSISTING THE INDIGENT AND HOLOCAUST SURVIVORS WITH MEDICAL AND BASIC FAMILY NEEDS SCHEDULE R, PARTII COLUMN B CONTINUATION OF PRIMARY ACTIVITY: LAURA & ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDATION: SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUDING THE PROMOTION OF QUALITY LIFE-LONG JEWISH LEARNING OPPORTUNITIES