2025-11-12T09:16:37-06:00 2024-12-31 PARKWOOD LLC 1000 LAKESIDE AVE E CLEVELAND OH 441141117 990PF 2024-01-01 830987549 THE JOSEPH AND FLORENCE MANDEL FAMILY- PENNI M AND STEPHEN J WEINBERG FAMILY FUND % LAVONDA D NAPKA JOSE 2168756500 1000 LAKESIDE AVENUE CLEVELAND OH 44114 LAVONDA D NAPKA SECRETARY 2168756500 2025-11-10 true true LUIS E VELAZQUEZ P01272244 2168756500 2024 2025-03-06 01:10:19Z X 107611293 X 0 X 815961 815961 815961 1497728 1497728 1497728 16772050 23556347 16772050 -12828 -150019 -150019 19072911 18935720 2163670 0 331550 331550 331550 55805 46578 46578 2120661 2120661 2120661 2508016 2498789 2498789 0 8026984 4926984 10535000 2498789 2498789 4926984 8537911 16436931 0 404869 1552768 1552768 0 0 0 0 160910164 163154086 106058525 161315033 164706854 107611293 4703000 3100000 4703000 3100000 X 156612033 161606854 156612033 161606854 161315033 164706854 156612033 8537911 4711289 169861233 8254379 161606854 PIMCO SHORT-TERM INST 6793674 6784746 9377 8928 SEC 1256 S/T CAPITAL GAIN(LOSS) 40924 40924 40924 SEC 1256 L/T CAPITAL GAIN (LOSS) 61385 61385 61385 SEC 1231/1250 GAIN (LOSS) 666793 666793 666793 SHORT TERM CAPITAL GAIN FROM PARTNERSHIP 2024-12-31 2235239 2235239 2235239 LONG TERM CAPITAL GAIN FROM PARTNERSHIP 13758332 13758332 13758332 16772050 228473 228473 228473 102823 0 267000 369823 141350 141350 false false false false false true true false true true OH true false false false true true N/A LAVONDA D NAPKA 2168756500 PARKWOOD LLC 1000 LAKESIDE AVE E CLEVELAND OH 44114 false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 0 4181015 101226207 105407222 58340245 0 105407222 1581108 103826114 5191306 5191306 228473 228473 4962833 4962833 4962833 4926984 0 0 0 0 4926984 4962833 4794979 2022 2021 2020 0 0 4926984 4794979 132005 0 0 0 0 4830828 0 0 NONE NONE LAVONDA D NAPKA PRESIDENT 1000 LAKESIDE AVE E CLEVELAND OH 44114 2168756500 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. NONE NONE 12Tribe Films Foundation 11 Riverside Drive apt 4NW New York NY 10023 PUBLIC CHARITY PAID GENERAL 1500 Aish Hatorah of Cleveland 14077 Cedar Road Suite 7 Cleveland OH 44118 PUBLIC CHARITY PAID GENERAL 20000 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 6000 American Friends of Shalva Israel Inc 441 LEXINGTON AVE SUITE 602 NEW YORK NY 10017 PUBLIC CHARITY PAID Project/Designated Support 100000 American Jewish Committee 1422 Euclid Avenue Suite 904 Cleveland OH 44115 PUBLIC CHARITY PAID GENERAL 3000 Bellefaire Jewish Children's Bureau 22001 Fairmount Boulevard Shaker Heights OH 44118 PUBLIC CHARITY PAID GENERAL 25000 Bikur Cholim of Cleveland 1845 South Taylor Road Cleveland Heights OH 44118 PUBLIC CHARITY PAID GENERAL 7200 Birthright Israel Foundation 711 3rd Avenue 10th Floor New York NY 10017 PUBLIC CHARITY PAID GENERAL 10000 Bluecoats Inc PO Box 22749 Beachwood OH 44122 PUBLIC CHARITY PAID GENERAL 1000 Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 PUBLIC CHARITY PAID GENERAL 2000 Central Fund of Israel 461 Central Ave Cedearhurst NY 11516 PUBLIC CHARITY PAID GENERAL 25000 Central Fund of Israel 461 Central Ave Cedearhurst NY 11516 PUBLIC CHARITY PAID GENERAL 10000 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 1000 Chabad Center for Jewish Life at Indiana Universit 1037 Golf Lane Indianapolis IN 46260 PUBLIC CHARITY PAID Project/Designated Support 5400 Chabad Jewish Center of Solon 5570 Harper Road Solon OH 44139 PUBLIC CHARITY PAID GENERAL 25000 Chabad Jewish Center of Solon 5570 Harper Road Solon OH 44139 PUBLIC CHARITY PAID Project/Designated Support 45000 Chabad Jewish 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Boulevard Beachwood OH 44122 Capital Campaign 150000 Joseph and Florence Mandel Jewish Day School 26500 Shaker Boulevard Beachwood OH 44122 Capital Campaign 150000 Joseph and Florence Mandel Jewish Day School 26500 Shaker Boulevard Beachwood OH 44122 Capital Campaign 250000 Joseph and Florence Mandel Jewish Day School 26500 Shaker Boulevard Beachwood OH 44122 Capital Campaign 150000 Joseph and Florence Mandel Jewish Day School 26500 Shaker Boulevard Beachwood OH 44122 Capital Campaign 150000 Joseph and Florence Mandel Jewish Day School 26500 Shaker Boulevard Beachwood OH 44122 Capital Campaign 25000 University Hospitals Health System 11100 Euclid Avenue MCCO 5062 Cleveland OH 44106 Capital Campaign 12500 University Hospitals Health System 11100 Euclid Avenue MCCO 5062 Cleveland OH 44106 Capital Campaign 12500 3100000 14 815961 14 1497728 18 16772050 OTHER INCOME 14 -12828 19072911 19072911 false false false false false false false false false false NONE CHESTER CAPITAL 6277165 3828988 EUCLID PARTNERS 61272 61272 FOUNDATION INVESTMENTS OF OHIO 60605513 35844184 LAKESIDE PARTNERS I 1900728 1900728 SIMON CHARITABLE PRIVATE 58091370 40620310 FIO P.E. 25247592 14631500 FIO R.E. 3909449 2110546 VANGUARD SHORT-TERM 3179537 3179537 FULLER PE I LLC 1792475 1792475 FULLER RA I LLC 1400227 1400227 FULLER VC I LLC 688758 688758 NONDEDUCTIBLE EXPENSES 13034 UNREALIZED GAINS/LOSSES 8241345 PSHIP PORTFOLIO DEDUCTIONS 637108 637108 637108 TRUSTEE FEES 585989 585989 585989 MISCELLANEOUS EXPENSES 200692 200692 200692 OTHER PARTNERSHIP DEDUCTIONS 696872 696872 696872 ORDINARY INCOME (LOSS) FROM PARTNERSHIPS 240832 240832 240832 OTHER INCOME (LOSS) FROM PARTNERSHIPS 222409 222409 222409 RENTAL INCOME (LOSS) FROM PARTNERSHIPS -552151 -552151 -552151 OTHER PORTFOLIO INCOME FROM PARTNERSHIPS 61465 61465 61465 ROYALTY INCOME (LOSS) FROM PARTNERSHIPS 14617 14617 14617 ADJUST FOR UBTI - NOT TAXABLE -137191 -137191 BOOK/TAX DIFFERENCES 4709385 TAX EXEMPT INCOME 1904 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. FEDERAL & STATE UBTI TAXES 55805 46578 46578 STATE FILING FEES