JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND (EIN 83-0987549)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349100140
- Schema version
- 2024v5.2
- 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 | 2025-11-12T09:16:37-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | % LAVONDA D NAPKA | 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 | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUIS E VELAZQUEZ | PreparerPersonNm |
| PTIN | P01272244 | PTIN |
| Phone | 2168756500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $107,611,293 | 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 | $815,961 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $815,961 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $815,961 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,497,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,497,728 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,497,728 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,772,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,556,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,772,050 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$12,828 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$150,019 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$150,019 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $19,072,911 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,935,720 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,163,670 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $331,550 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $331,550 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $331,550 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $55,805 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46,578 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $46,578 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,120,661 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,120,661 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,120,661 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,508,016 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,498,789 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,498,789 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,026,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,926,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,535,000 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,498,789 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,498,789 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,926,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,537,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,436,931 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $404,869 | CashBOYAmt |
| Cash EOY | $1,552,768 | CashEOYAmt |
| Cash EOYFMV | $1,552,768 | CashEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $160,910,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $163,154,086 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,058,525 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $161,315,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,706,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,611,293 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $4,703,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,100,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $4,703,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,100,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $156,612,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | $161,606,854 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $156,612,033 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,606,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $161,315,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $164,706,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $156,612,033 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,537,911 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,711,289 | OtherIncreasesAmt |
| Subtotal | $169,861,233 | SubtotalAmt |
| Other Decreases | $8,254,379 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $161,606,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|
| PIMCO SHORT-TERM INST | $6,793,674 | $6,784,746 | $9,377 | $8,928 | |
| SEC 1256 S/T CAPITAL GAIN(LOSS) | $40,924 | $40,924 | $40,924 | ||
| SEC 1256 L/T CAPITAL GAIN (LOSS) | $61,385 | $61,385 | $61,385 | ||
| SEC 1231/1250 GAIN (LOSS) | $666,793 | $666,793 | $666,793 | ||
| SHORT TERM CAPITAL GAIN FROM PARTNERSHIP | $2,235,239 | $2,235,239 | $2,235,239 | 2024-12-31 | |
| LONG TERM CAPITAL GAIN FROM PARTNERSHIP | $13,758,332 | $13,758,332 | $13,758,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,772,050 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $228,473 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $228,473 | SubtotalAmt |
| Tax Based On Investment Income | $228,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,823 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $267,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $369,823 | TotalPaymentsAndCreditsAmt |
| Overpayment | $141,350 | OverpaymentAmt |
| Applied To ES Tax | $141,350 | AppliedToESTaxAmt |
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 | LAVONDA D NAPKA | 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 | 0.5 | $0 | $0 | $0 |
| LAVONDA D NAPKA | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | PRESIDENT | 0.5 | $0 | $0 | $0 |
| BRADY J HIVELY | ||||||||
| 1000 LAKESIDE AVENUE | CLEVELAND | OH | 44114 | TREASURER | 1.0 | $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 | $4,181,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $101,226,207 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,407,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $58,340,245 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,407,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,581,108 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,826,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,191,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,191,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $228,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $228,473 | TotalTaxAmt |
| Distributable Before Adj | $4,962,833 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,962,833 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,962,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,926,984 | 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 | $4,926,984 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,962,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,794,979 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,926,984 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,794,979 | AppliedToYear1Amt |
| Applied To Current Year | $132,005 | 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 | $4,830,828 | 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 | LAVONDA D NAPKA 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 (157 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 12Tribe Films Foundation | ||||||||
| 11 Riverside Drive | apt 4NW | New York | NY | 10023 | PUBLIC CHARITY | PAID | GENERAL | $1,500 |
| Aish Hatorah of Cleveland | ||||||||
| 14077 Cedar Road | Suite 7 | Cleveland | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $20,000 |
| American Cancer Society - Cleveland | ||||||||
| North Regional Office | 10501 Euclid Avenue | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $100 |
| American Friends of Magen David Adom | ||||||||
| 20 W 36th Street | Suite 1100 | New York | NY | 10018 | PUBLIC CHARITY | PAID | GENERAL | $6,000 |
| American Friends of Shalva Israel Inc | ||||||||
| 441 LEXINGTON AVE | SUITE 602 | NEW YORK | NY | 10017 | PUBLIC CHARITY | PAID | Project/Designated Support | $100,000 |
| American Jewish Committee | ||||||||
| 1422 Euclid Avenue | Suite 904 | Cleveland | OH | 44115 | PUBLIC CHARITY | PAID | GENERAL | $3,000 |
| 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 | $7,200 | |
| Birthright Israel Foundation | ||||||||
| 711 3rd Avenue | 10th Floor | New York | NY | 10017 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| Bluecoats Inc | ||||||||
| PO Box 22749 | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $2,000 | |
| Central Fund of Israel | ||||||||
| 461 Central Ave | Cedearhurst | NY | 11516 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Central Fund of Israel | ||||||||
| 461 Central Ave | Cedearhurst | NY | 11516 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Chabad at Case Western Reserve University | ||||||||
| 1524 E 115th St | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $800 | |
| Chabad at Case Western Reserve University | ||||||||
| 1524 E 115th St | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Chabad Center for Jewish Life at Indiana Universit | ||||||||
| 1037 Golf Lane | Indianapolis | IN | 46260 | PUBLIC CHARITY | PAID | Project/Designated Support | $5,400 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | Project/Designated Support | $45,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Chabad Jewish Center of Solon | ||||||||
| 5570 Harper Road | Solon | OH | 44139 | PUBLIC CHARITY | PAID | Project/Designated Support | $45,000 | |
| Chagrin Valley PHA Horse Shows Inc | ||||||||
| PO Box 23552 | Chagrin Falls | OH | 44023 | PUBLIC CHARITY | PAID | GENERAL | $75,000 | |
| Cleveland Chesed Center | ||||||||
| 1898 S Taylor Road | Cleveland Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $9,000 | |
| Crohn's & Colitis Foundation Inc | ||||||||
| Norhteast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $834 |
| Crohn's & Colitis Foundation Inc | ||||||||
| Norhteast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | GENERAL | $1,500 |
| Crohn's & Colitis Foundation Inc | ||||||||
| Norhteast Ohio Chapter 4700 Rocksid | Suite 425 | Independence | OH | 44131 | PUBLIC CHARITY | PAID | Project/Designated Support | $833 |
| Exposher | ||||||||
| 7056 Archibald Ave Ste102-314 | Corona | CA | 92880 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SE | ||||||||
| PO BOX 220627 | WEST PALM BEACH | FL | 33422 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| FRENCHMANS'S CREEK CHARITIES FOUNDATION INC | ||||||||
| 13495 TOURNAMENT DRIVE | PALM BEACH GARDENS | FL | 33410 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Friends of Breakthrough | ||||||||
| 3615 Superior Ave E | Building 44 Suite 4403D | Cleveland | OH | 44114 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| Friends of Ir David Inc | ||||||||
| 575 Lexington Avenue | 4th Floor | New York | NY | 10022 | PUBLIC CHARITY | PAID | Project/Designated Support | $750,000 |
| Friends of the Israel Defense Forces | ||||||||
| 60 East 42nd Street | New York | NY | 101650006 | PUBLIC CHARITY | PAID | Project/Designated Support | $15,000 | |
| Friends of United Hatzalah | ||||||||
| 442 5th Ave 1866 | New York | NY | 10018 | PUBLIC CHARITY | PAID | GENERAL | $18,000 | |
| Friendship Circle of Cleveland | ||||||||
| 27900 Gates Mills Blvd | Pepper Pike | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $200,000 | |
| Friendship Circle of Cleveland | ||||||||
| 27900 Gates Mills Blvd | Pepper Pike | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $200 | |
| Friendship Circle of Cleveland | ||||||||
| 27900 Gates Mills Blvd | Pepper Pike | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $7,500 | |
| Friendship Circle of Cleveland | ||||||||
| 27900 Gates Mills Blvd | Pepper Pike | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Ginn Foundation | ||||||||
| 2103 Green Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $3,500 | |
| Global Cleveland | ||||||||
| 1422 Euclid Avenue | 1652 | Cleveland | OH | 44115 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| Greater Cleveland Food Bank Inc | ||||||||
| 13815 COIT ROAD | Cleveland | OH | 44110 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| Greater Cleveland Food Bank Inc | ||||||||
| 13815 Coit Rd | Cleveland | OH | 44110 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| Hebrew Academy of Cleveland | ||||||||
| 1800 Warrensville Center Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $6,000 | |
| Hebrew Academy of Cleveland | ||||||||
| 1800 Warrensville Center Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $1,800 | |
| Hillel at Kent State University | ||||||||
| 613 East Summit Street | Kent | OH | 44240 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| ImpactIsrael | ||||||||
| 200 Highland Ave | Suite 301 | Needham | MA | 02494 | PUBLIC CHARITY | PAID | GENERAL | $25,000 |
| Independent Montefiore Hebrew Shelter Home | ||||||||
| 29125 Chagrin Boulevard | Suite 300 | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $2,500 |
| Israel Tennis & Education Centers Foundation (DBA) | ||||||||
| 3275 West Hillsboro Blvd | Ste 102 | Deerfield Beach | FL | 33442 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Jewish Family Experience | ||||||||
| 2200 S Green Road | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Jewish Family Service Association of Cleveland Ohi | ||||||||
| 29125 Chagrin Blvd | Pepper Pike | OH | 44122 | PUBLIC CHARITY | PAID | Project/Designated Support | $1,800 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $97,492 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $33,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | Project/Designated Support | $25,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $143,000 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $200 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | Project/Designated Support | $12,500 | |
| Jewish Federation of Cleveland | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $85,000 | |
| 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 | Project/Designated Support | $500,000 |
| 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 | $500 |
| 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 | $500 |
| 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 Foundation for the Righteous | ||||||||
| 80 Main Street | Suite 380 | West Orange | NJ | 07052 | PUBLIC CHARITY | PAID | GENERAL | $1,800 |
| Jewish Institute for Liberal Values Inc | ||||||||
| PO Box 9406 | Columbus | OH | 43209 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Jewish National Fund | ||||||||
| 42 East 69th St | New York | NY | 10021 | PUBLIC CHARITY | PAID | Project/Designated Support | $1,000 | |
| Jewish National Fund | ||||||||
| 42 East 69th St | New York | NY | 10021 | PUBLIC CHARITY | PAID | Project/Designated Support | $26,000 | |
| Jewish National Fund | ||||||||
| 42 East 69th St | New York | NY | 10021 | PUBLIC CHARITY | PAID | GENERAL | $25,000 | |
| Jewish National Fund | ||||||||
| 42 East 69th Street | New York | NY | 10021 | PUBLIC CHARITY | PAID | Project/Designated Support | $1,000 | |
| 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 | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | Project/Designated Support | $8,500 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | Capital Campaign | $250,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | Capital Campaign | $150,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | Project/Designated Support | $5,400 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $73,000 | |
| Joseph and Florence Mandel Jewish Day School | ||||||||
| 26500 Shaker Boulevard | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | Endowment Funding | $25,000 | |
| Jupiter Medical Center Foundation Inc | ||||||||
| 1210 South Old Dixie Highway | Jupiter | FL | 33458 | PUBLIC CHARITY | PAID | GENERAL | $3,000 | |
| Leonard and Susan Fuchs Mizrachi School | ||||||||
| 26600 Shaker Blvd | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Maggie's Mission | ||||||||
| PO Box 345 | Sharon Center | OH | 44274 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| Maltz Jupiter Theatre Inc | ||||||||
| 1001 E Indiantown Road | Jupiter | FL | 33477 | PUBLIC CHARITY | PAID | Project/Designated Support | $1,000 | |
| Maltz Museum of Jewish Heritage | ||||||||
| 2929 Richmond Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | General | $25,000 | |
| Maltz Museum of Jewish Heritage | ||||||||
| 2929 Richmond Road | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | Project/Designated Support | $10,000 | |
| MedWorks | ||||||||
| 1950 Richmond Road TR 205 | Lyndhurst | OH | 44124 | PUBLIC CHARITY | PAID | GENERAL | $1,500 | |
| MedWish International | ||||||||
| 1625 E 31st St | Cleveland | OH | 44114 | PUBLIC CHARITY | PAID | Project/Designated Support | $2,500 | |
| 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 |
| MOMENTUM UNLIMETED | ||||||||
| 6101 EXECUTIVE BLVD | SUITE 240 | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | PAID | GENERAL | $25,000 |
| Moreland Hills Police and Employees Foundation | ||||||||
| 4350 Som Center Road | Moreland Hills | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $500 | |
| National Council of Jewish Women | ||||||||
| 475 Riverside Drive | Suite 1901 | New York | NY | 10115 | PUBLIC CHARITY | PAID | GENERAL | $500 |
| Negev Foundation | ||||||||
| 2121 South Green Road | Suite 210 | Cleveland | OH | 44121 | PUBLIC CHARITY | PAID | GENERAL | $5,000 |
| Ohio State University Foundation | ||||||||
| PO Box 710811 | Columbus | OH | 43271 | PUBLIC CHARITY | PAID | Project/Designated Support | $25,000 | |
| ORT America Inc | ||||||||
| Northeast Ohio Region | 24100 Chagrin Blvd 300 | Beachwood | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $2,500 |
| Palm Beach Orthodox Synagogue Inc | ||||||||
| 120 North County Road | Palm Beach | FL | 33480 | PUBLIC CHARITY | PAID | Project/Designated Support | $2,500 | |
| Palm Beach Orthodox Synagogue Inc | ||||||||
| 120 North County Road | Palm Beach | FL | 33480 | PUBLIC CHARITY | PAID | GENERAL | $18,000 | |
| Partners in Torah of Cleveland Inc | ||||||||
| 14455 East Carroll Blvd | University Heights | OH | 44118 | PUBLIC CHARITY | PAID | GENERAL | $1,000 | |
| Piano Cleveland | ||||||||
| 20600 Chagrin Boulevard | Suite 610 | Shaker Heights | OH | 44122 | PUBLIC CHARITY | PAID | Project/Designated Support | $25,000 |
| Piano Cleveland | ||||||||
| 20600 Chagrin Boulevard | Suite 610 | Shaker Heights | OH | 44122 | PUBLIC CHARITY | PAID | GENERAL | $1,000 |
| Playhouse Square Foundation | ||||||||
| 1501 Euclid Avenue | Suite 200 | Cleveland | OH | 44115 | PUBLIC CHARITY | PAID | GENERAL | $6,000 |
| Rock and Roll Hall of Fame and Museum Inc | ||||||||
| 1100 Rock and Roll Booulevard | Cleveland | OH | 44114 | PUBLIC CHARITY | PAID | GENERAL | $2,500 | |
| Southern Methodist University | ||||||||
| PO Box 750100 | Dallas | TX | 75275 | PUBLIC CHARITY | PAID | GENERAL | $50,000 | |
| US Holocaust Memorial Museum | ||||||||
| 100 Raoul Wallenberg Place | SW Washington | DC | 200242150 | PUBLIC CHARITY | PAID | GENERAL | $10,000 | |
| US Holocaust Memorial Museum | ||||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242150 | PUBLIC CHARITY | PAID | Project/Designated Support | $5,000 | |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | Project/Designated Support | $500 |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | General | $300 |
| 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 | Capital Campaign | $12,500 |
| University Hospitals Health System | ||||||||
| 11100 Euclid Avenue | MCCO 5062 | Cleveland | OH | 44106 | PUBLIC CHARITY | PAID | Project/Designated Support | $250 |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $5,000 | |
| University School | ||||||||
| 2785 SOM Center Road | Hunting Valley | OH | 44022 | PUBLIC CHARITY | PAID | GENERAL | $3,000 | |
| USHJA Foundation INC | ||||||||
| 3870 Cigar Lane | Lexington | KY | 40511 | PUBLIC CHARITY | PAID | Project/Designated Support | $25,000 | |
| Washington Institute for Near East Policy | ||||||||
| 1111 19th Street NW | Suite 500 | Washington | DC | 20036 | PUBLIC CHARITY | PAID | GENERAL | $10,000 |
| Winning Round Foundation Inc | ||||||||
| 6907 Briarlake Circle | Palm Beach Gardens | FL | 33418 | PUBLIC CHARITY | PAID | GENERAL | $1,500 | |
| Chester Capital | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $164 | |||
| FIO PE | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $221 | |||
| Foundation Investments of Ohio | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $422 | |||
| Lakeside Partners I | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $670 | |||
| Simon Charitable Private | ||||||||
| 1000 Lakeside Ave E | Cleveland | OH | 44114 | General | $98 | |||
| American Friends of Leket Israel INC | ||||||||
| PO Box 2090 | Teaneck | NJ | 07666 | General | $1,800 | |||
| American Jewish Joint Distribution Committee | ||||||||
| 220 East 42nd Street | Suite 400 | New York | NY | 10017 | General | $500 | ||
| American Jewish Joint Distribution Committee | ||||||||
| 220 East 42nd Street | Suite 400 | New York | NY | 10017 | Project/Designated Support | $350,000 | ||
| American National Red Cross | ||||||||
| PO Box 37839 | Boone | IA | 500370839 | Project/Designated Support | $10,000 | |||
| Bellefaire Jewish Children's Bureau | ||||||||
| 22001 Fairmount Blvd | Cleveland | OH | 44118 | General | $12,000 | |||
| Bellefaire Jewish Children's Bureau | ||||||||
| 22001 Fairmount Boulevard | Cleveland | OH | 44118 | General | $6,000 | |||
| Bluecoats INC | ||||||||
| PO Box 22749 | Beachwood | OH | 44122 | General | $350 | |||
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | Project/Designated Support | $10,000 | |||
| Chabad Family Center | ||||||||
| 5290 Graham Dr | Lyndhurst | OH | 44124 | Project/Designated Support | $25,000 | |||
| Chabad of Shanghai | ||||||||
| 9604 NE 126th Ave | Vancouver | WA | 98682 | General | $10,000 | |||
| Chagrin Valley PHA Horse Shows INC | ||||||||
| PO Box 23552 | Chagrin Falls | OH | 44023 | Project/Designated SUpport | $5,000 | |||
| Chagrin Valley PHA Horse Shows INC | ||||||||
| PO Box 23552 | Chagrin Falls | OH | 44023 | General | $75,000 | |||
| Clarion Project The | ||||||||
| 2435 North Central Expressway | Suite 1280 | Richardson | TX | 75080 | General | $25,000 | ||
| Cleveland Community Mikvah Inc | ||||||||
| 2588 S Green Rd | University Heights | OH | 44122 | General | $10,000 | |||
| Cleveland Hillel Foundation INC | ||||||||
| The Albert Norma Geller Hillel St | 11303 Euclid Ave | Cleveland | OH | 44106 | General | $5,000 | ||
| Cleveland Leadership Center | ||||||||
| 1240 Huron Rd E | Suite 450 | Cleveland | OH | 44115 | Project/Designated Support | $1,000 | ||
| College Now Greater Cleveland | ||||||||
| Post Office Plaza | 1500 West 3rd Street Suite 125 | Cleveland | OH | 44113 | General | $1,000 | ||
| Creative Living For Life Inc | ||||||||
| 232 N Court St | Medina | OH | 44256 | General | $25,000 | |||
| Danny & Ron's Rescue | ||||||||
| PO Box 604 | Camden | SC | 29021 | General | $2,500 | |||
| Diversity Center of Northeast Ohio | ||||||||
| 3659 Green Road | Suite 220 | Cleveland | OH | 44122 | General | $3,000 | ||
| Earth Island Institute | ||||||||
| 2150 Allston Way | Suite 460 | Berkeley | CA | 94704 | General | $25,000 | ||
| EnrichmentFWD | ||||||||
| 6 Greg Sikorsky Drive | Monsey | NY | 10952 | Project/Designated Support | $3,600 | |||
| Entertainment Community Fund | ||||||||
| 729 Seventh Avenue | 10th Floor | New York | NY | 10019 | General | $1,000 | ||
| Furry Friends Adoption Clinic & Ranch | ||||||||
| 100 Capital Street | Jupiter | FL | 33458 | General | $500 | |||
| Gathering Place The | ||||||||
| 23300 Commerce Park | Beachwood | OH | 44122 | General | $2,500 | |||
| Herbert Werheim UF Scripps Institute For Biomedica | ||||||||
| 130 Scripps Way | 4B2 | Jupiter | FL | 33458 | General | $1,000 | ||
| Hillel of Broward and Palm Beach | ||||||||
| 777 Glades Road | Bldg LY-3A | Boca Raton | FL | 33431 | General | $5,000 | ||
| Hillel of Broward and Palm Beach | ||||||||
| 777 Glades Road | Bldg LY-3A | Boca Raton | FL | 33431 | General | $10,000 | ||
| Moreland Hills Police and Employees Foundation | ||||||||
| 4350 Som Center Road | Moreland Hills | OH | 44022 | General | $150 | |||
| Moreland Hills Police and Employees Foundation | ||||||||
| 4350 SOM Center Road | Moreland Hills | OH | 44002 | General | $1,000 | |||
| MorseLife Foundation | ||||||||
| 4847 David S Mack Drive | West Palm Beach | FL | 33417 | General | $5,000 | |||
| New York and Presbyterian Hospital Columbia Unive | ||||||||
| 850 Third Avenue | 12th Floor | New York | NY | 10022 | Project/Designated Support | $300 | ||
| Solon Community Living | ||||||||
| 6655 Clearwater Court | Solon | OH | 44139 | General | $25,000 | |||
| Southern Methodist University | ||||||||
| PO Box 750100 | Dallas | TX | 75275 | Project/Designated Support | $2,500 | |||
| Town of Palm Beach United Way | ||||||||
| 44 Cocoaunt Row-M-201 | Palm Beach | FL | 33480 | General | $5,000 | |||
| Tulane University | ||||||||
| 218 Gibson Hall | New Orleans | LA | 70118 | General | $10,000 | |||
| Twinsburg Chabad | ||||||||
| 9945 Vail Drive | Ste 2 | Twinsburg | OH | 44087 | Project/Designated Support | $5,000 | ||
| UJA Federation of Jewish Philanthropies of New Yor | ||||||||
| 130 East 59th Street | New York | NY | 10022 | Project/Designated Support | $1,000 | |||
| Whispering Grace Horses | ||||||||
| 12882 Kimmens Road SW | Massillon | OH | 44647 | General | $25,000 | |||
| Wingspan Care Group | ||||||||
| 22001 Fairmount Blvd | Cleveland | OH | 44118 | General | $12,500 | |||
| Weinberg Family Fund | ||||||||
| 25701 Science Park Drive | Cleveland | OH | 44122 | General | $600,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,926,984 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| American Friends of Shalva Israel Inc | ||||||
| 441 LEXINGTON AVE STE 602 | NEW YORK | NY | 10017 | Project Support | $100,000 | |
| Friends of Ir David Inc | ||||||
| 575 Lexington Avenue | New York | NY | 10022 | Project Support | $750,000 | 4th Floor |
| Friends of Ir David Inc | ||||||
| 575 Lexington Avenue | New York | NY | 10022 | Project Support | $750,000 | 4th Floor |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| Jewish Federation of Palm Beach County | ||||||
| 1 Harvard Circle | West Palm Beach | FL | 33409 | General Operating Support | $100,000 | Suite 100 |
| 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 | $250,000 | |
| 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 | $25,000 | |
| University Hospitals Health System | ||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | Capital Campaign | $12,500 | MCCO 5062 |
| University Hospitals Health System | ||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | Capital Campaign | $12,500 | MCCO 5062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,100,000 | 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 | $815,961 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,497,728 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,772,050 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$12,828 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,072,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,072,911 | 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 (11 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHESTER CAPITAL | $6,277,165 | $3,828,988 |
| EUCLID PARTNERS | $61,272 | $61,272 |
| FOUNDATION INVESTMENTS OF OHIO | $60,605,513 | $35,844,184 |
| LAKESIDE PARTNERS I | $1,900,728 | $1,900,728 |
| SIMON CHARITABLE PRIVATE | $58,091,370 | $40,620,310 |
| FIO P.E. | $25,247,592 | $14,631,500 |
| FIO R.E. | $3,909,449 | $2,110,546 |
| VANGUARD SHORT-TERM | $3,179,537 | $3,179,537 |
| FULLER PE I LLC | $1,792,475 | $1,792,475 |
| FULLER RA I LLC | $1,400,227 | $1,400,227 |
| FULLER VC I LLC | $688,758 | $688,758 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE EXPENSES | $13,034 |
| UNREALIZED GAINS/LOSSES | $8,241,345 |
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 | $637,108 | $637,108 | $637,108 |
| TRUSTEE FEES | $585,989 | $585,989 | $585,989 |
| MISCELLANEOUS EXPENSES | $200,692 | $200,692 | $200,692 |
| OTHER PARTNERSHIP DEDUCTIONS | $696,872 | $696,872 | $696,872 |
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 | $240,832 | $240,832 | $240,832 |
| OTHER INCOME (LOSS) FROM PARTNERSHIPS | $222,409 | $222,409 | $222,409 |
| RENTAL INCOME (LOSS) FROM PARTNERSHIPS | -$552,151 | -$552,151 | -$552,151 |
| OTHER PORTFOLIO INCOME FROM PARTNERSHIPS | $61,465 | $61,465 | $61,465 |
| ROYALTY INCOME (LOSS) FROM PARTNERSHIPS | $14,617 | $14,617 | $14,617 |
| ADJUST FOR UBTI - NOT TAXABLE | -$137,191 | -$137,191 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCES | $4,709,385 |
| TAX EXEMPT INCOME | $1,904 |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | AVG FMV FOUNDATION INVESTMENTS OF OHIO 66,040,993 DISCOUNTED VALUE - FOUNDATION INVESTMENTS OF OHIO -39,152,204 AVG FMV OF SIMON CHARITABLE PRIVATE LLC 58,146,460 DISCOUNTED VALUE - SIMON CHARITABLE PRIVATE LLC -40,275,725 AVG FMV OF FIO P.E. LLC 22,201,723 DISCOUNTED VALUE - FIO P.E. LLC -12,831,964 AVG FMV OF FIO R.E. LLC 3,511,506 DISCOUNTED VALUE - FIO R.E. LLC -1,895,013 AVG FMV OF CHESTER CAPITAL 6,682,244 DISCOUNTED VALUE - CHESTER CAPITAL -4,087,773 FIO, SCP, FIO P.E., FIO R.E. AND CC 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 | $55,805 | $46,578 | $46,578 |
| STATE FILING FEES |
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