BETA

MONTEFIORE FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MONTEFIORE FOUNDATION (EIN 34-1788055)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-15
IRS object ID
202611359349311291
Schema version
2024v5.5
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T15:15:31-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331498605PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PLANTE & MORAN PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1250 S HIGH ST SUITE 100AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341788055EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTEFIORE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONTBusinessNameControlTxt
Phone6142043970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line125701 SCIENCE PARK DRIVEAddressLine1Txt
CityBEACHWOODCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJODI NADERHOFFPersonNm
Person TitleCFOPersonTitleTxt
Phone6142043970PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAMY CIMINELLOPreparerPersonNm
PTINP00796388PTIN
Phone6148493000PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEN MARBLESTONEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line125701 SCIENCE PARK DRIVEAddressLine1Txt
CityBEACHWOODCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$79,486GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.MENORAHPARKFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE GRANTS THAT AID AND SUPPORT THE JEWISH ELDERLY COMMUNITY IN THE CLEVELAND AREA.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$259,718PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$69,846PYInvestmentIncomeAmt
CY Investment Income$78,253CYInvestmentIncomeAmt
PY Other Revenue-$115,287PYOtherRevenueAmt
CY Other Revenue$1,233CYOtherRevenueAmt
PY Total Revenue$214,277PYTotalRevenueAmt
CY Total Revenue$79,486CYTotalRevenueAmt
PY Grants And Similar Paid$342,153PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,618PYOtherExpensesAmt
CY Other Expenses$1,736CYOtherExpensesAmt
PY Total Expenses$346,771PYTotalExpensesAmt
CY Total Expenses$1,736CYTotalExpensesAmt
PY Revenues Less Expenses-$132,494PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$77,750CYRevenuesLessExpensesAmt
Total Assets BOY$10,964,934TotalAssetsBOYAmt
Total Assets EOY$12,037,269TotalAssetsEOYAmt
Total Liabilities BOY$336,438TotalLiabilitiesBOYAmt
Total Liabilities EOY$296,960TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$10,628,496NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$11,740,309NetAssetsOrFundBalancesEOYAmt
MissionTHE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE GRANTS THAT AID AND SUPPORT THE JEWISH ELDERLY COMMUNITY IN THE CLEVELAND AREA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$0ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescTHE MONTEFIORE FOUNDATION'S MISSION IS TO PROVIDE GRANTS THAT AID AND SUPPORT THE JEWISH ELDERLY COMMUNITY IN THE CLEVELAND AREA.Desc
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJODI NADERHOFFPersonNm
Phone6142043970PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1425 W NEW ENGLAND AVE SUITE 300AddressLine1Txt
CityWINTER PARKCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32789ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
KEN MARBLESTONE
PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
HARRY SINGER
TRUSTEE1.001.00Yes (X)$0$0$0
MARC SILVERSTEIN
TRUSTEE1.001.00Yes (X)$0$0$0
JUDY WILLENSKY
TRUSTEE1.001.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$78,253TotalRevenueColumnAmt
Exclusion$78,253ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescVENDOR REFUNDDesc
Business900099BusinessCd
Total Revenue Column$1,233TotalRevenueColumnAmt
Exclusion$1,233ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,233OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,486TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$79,486ExclusionAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$606TotalAmt
Management And General$606ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,130TotalAmt
Management And General$1,130ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,736TotalAmt
Program Services$0ProgramServicesAmt
Management And General$1,736ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$316,853BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$900,130BOYAmt
EOY$897,630EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$9,747,951BOYAmt
EOY$11,139,639EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,964,934BOYAmt
EOY$12,037,269EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$29,500BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$306,938BOYAmt
EOY$296,960EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$336,438BOYAmt
EOY$296,960EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$200,554BOYAmt
EOY$161,354EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,829,050BOYAmt
EOY$11,578,955EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,628,496BOYAmt
EOY$11,740,309EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,964,934BOYAmt
EOY$12,037,269EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$77,750ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,030,536NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$3,527OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$681,363CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,166,116CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$523,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$259,718CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$2,630,277TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$681,363CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,166,116CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$523,080CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$259,718CurrentTaxYearMinus1YearAmt
Total$2,630,277TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$728,092SubstantialContributorsTotAmt
Public Support Total170$1,902,185PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$70,796CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$530,681CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,918CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$69,846CurrentTaxYearMinus1YearAmt
Current Tax Year$78,253CurrentTaxYearAmt
Total$798,494TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,338CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,192CurrentTaxYearMinus3YearsAmt
Total$4,530TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$1,233CurrentTaxYearAmt
Total$1,233TotalAmt
FieldValueIRS element (for citing)
Total Support$3,434,534TotalSupportAmt
Public Support CY1700.55380PublicSupportCY170Pct
Public Support PY1700.64240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,123,557BeginningYearBalanceAmt
Investment Earnings Or Losses$1,002,632InvestmentEarningsOrLossesAmt
End Year Balance$10,126,189EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,383,103BeginningYearBalanceAmt
Contributions$11,332ContributionsAmt
Investment Earnings Or Losses$990,943InvestmentEarningsOrLossesAmt
Other Expenditures$261,821OtherExpendituresAmt
End Year Balance$9,123,557EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,138,204BeginningYearBalanceAmt
Contributions$73,029ContributionsAmt
Investment Earnings Or Losses$722,562InvestmentEarningsOrLossesAmt
Other Expenditures$1,550,692OtherExpendituresAmt
End Year Balance$8,383,103EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$10,249,002BeginningYearBalanceAmt
Contributions$755,420ContributionsAmt
Investment Earnings Or Losses-$1,456,633InvestmentEarningsOrLossesAmt
Other Expenditures$409,585OtherExpendituresAmt
End Year Balance$9,138,204EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,489,906BeginningYearBalanceAmt
Contributions$38,764ContributionsAmt
Investment Earnings Or Losses$2,127,151InvestmentEarningsOrLossesAmt
Other Expenditures$406,819OtherExpendituresAmt
End Year Balance$10,249,002EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescGLOBAL EQUITY FUNDS - POOLED FUNDS AT JFCDesc
Book Value$11,139,639BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$11,139,639TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCHARITABLE GIFT ANNUITY OBLIGATIONSDesc
Amt$296,960Amt
FieldValueIRS element (for citing)
Total Liability$296,960TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE ENDOWMENT FUNDS ARE USED TO BENEFIT THE ELDERLY JEWISH COMMUNITY IN CLEVELAND, OHIO.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6MENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY.
FORM 990, PART VI, SECTION A, LINE 7AMENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY. THROUGH MEMBER RELATIONS, MENORAH PARK CENTER FOR SENIOR LIVING HAS THE RIGHT FOR BOARD APPOINTMENTS AND REMOVALS.
FORM 990, PART VI, SECTION A, LINE 7BMENORAH PARK CENTER FOR SENIOR LIVING IS THE MEMBER OF MONTEFIORE HOME. MONTEFIORE HOME IS THE MEMBER OF THIS FILING ENTITY. THROUGH MEMBER RELATIONS, MENORAH PARK CENTER FOR SENIOR LIVING HAS THE RIGHT HAS THE RIGHT FOR CERTAIN GOVERNANCE DECISIONS SUCH AS SALE AND/OR DISSOLUTION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FILING ORGANIZATION AND AN INDEPENDENT CPA FIRM, AS THE BOARD DESIGNEES, REVIEW THE FORM 990 PRIOR TO SUBMISSION. SENIOR MANAGEMENT REVIEWS AND APPROVES THE FORM WHILE COMPLETING AND OVERSEEING THE PROCESS FOR COMPLETION. THE BOARD OF DIRECTORS IS PROVIDED A COPY OF THE RETURN PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, THE MONTEFIORE FOUNDATION SENDS A COPY OF ITS CONFLICT OF INTEREST POLICY TO ALL TRUSTEES AND OFFICERS. THESE "KEY INDIVIDUALS" ARE REQUIRED TO DISCLOSE ANY TRANSACTIONS WHERE THE INTERESTS OF THE FOUNDATION AND THE KEY INDIVIDUAL (OR SPOUSE OR OTHER FAMILY MEMBER OF THE KEY INDIVIDUAL) COULD POTENTIALLY BE IN CONFLICT. THE CONFLICT OF INTEREST POLICY IS RENEWED ANNUALLY AND EACH KEY INDIVIDUAL IS PROVIDED WITH A COPY OF THE POLICY UPON COMMENCEMENT OF HIS OR HER POSITION AS SUCH KEY INDIVIDUAL. NON COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY COULD RESULT IN DISCIPLINARY ACTION INCLUDING REMOVAL FROM ASSOCIATION WITH THE MONTEFIORE FOUNDATION. THE CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND ENFORCED BY THE COMPLIANCE OFFICER.
FORM 990, PART VI, SECTION C, LINE 19MOTEFIORE FOUNDATION MAINTAINS COPIES OF ALL GOVERNING DOCUMENTS AND FINANCIAL REPORTS AT ITS MAIN OFFICES. COPIES OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, FOR THE SAME PERIOD OF TIME AS SET FORTH IN IRC SECTION 6104(D).
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF CHARITABLE GIFT ANNUITIES -6,453. CHANGE IN VALUE OF ANNUITY OBLIGATIONS 9,980.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
MENORAH PARK CENTER FOR SENIOR LIVING
425 WEST NEW ENGLAND AVE SUITE 300WINTER PARKFL32789340714443SKILLED NURSING FACILITYOH501(C)3LINE 10N/A0
MONTEFIORE HOUSING CORPORATION
425 WEST NEW ENGLAND AVE SUITE 300WINTER PARKFL32789311501393ASSISTED LIVING AND SKILLED NURSING FACILITYOH501(C)3LINE 12B, IIYes (1)MONTEFIORE HOME
MONTEFIORE HOME
425 WEST NEW ENGLAND AVE SUITE 300WINTER PARKFL32789340714360SKILLED NURSINGOH501(C)3LINE 10Yes (1)MENORAH PARK CENTER FOR SENIOR LIVING
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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