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← JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION

Form 990 for tax year 2023

Filed by JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION.

Totals

Total revenue
$161,637,489
Total expenses
$93,091,152
Contributions and grants received
$0
Grants paid
$78,011,450
Program service revenue
$0
Investment income
$158,031,596
Other revenue
$3,605,893
Total assets, end of year
$3,201,837,171
Total liabilities, end of year
$44,113,866
Net assets or fund balances, end of year
$3,157,723,305
Program services expenses (Part IX)
$78,061,450
Management and general expenses
$15,029,702
Fundraising expenses
$0
Program service expenses (Part III)
$78,061,450

Program services were 83.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIKA B RUDIN-LURIA SEE SCH O

    TRUSTEE

    Total calculated
    $738,037
    From this org
    $0
    From related orgs
    $524,828
    Other
    $213,209
    Hours/week
    1.7 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $509,690 related
    Bonus
    $0
    Other
    $0 + $15,138 related
    Deferred
    $0 + $169,754 related
    Nontaxable benefits
    $0 + $43,455 related
    Filer's total
    $0 + $738,037 related

  • MOZELLE JACKSON

    TREASURER AS OF 3/27/24

    Total calculated
    $322,324
    From this org
    $0
    From related orgs
    $263,260
    Other
    $59,064
    Hours/week
    0.7 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,125 related
    Bonus
    $0
    Other
    $0 + $1,135 related
    Deferred
    $0 + $14,030 related
    Nontaxable benefits
    $0 + $45,034 related
    Filer's total
    $0 + $322,324 related

  • ABIGAIL LEVIN

    SECRETARY

    Total calculated
    $211,202
    From this org
    $0
    From related orgs
    $188,286
    Other
    $22,916
    Hours/week
    0.7 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,711 related
    Bonus
    $0
    Other
    $0 + $575 related
    Deferred
    $0 + $9,462 related
    Nontaxable benefits
    $0 + $13,454 related
    Filer's total
    $0 + $211,202 related

  • STEPHEN H HOFFMAN SEE SCH O

    TRUSTEE AND PRESIDENT

    Total calculated
    $189,195
    From this org
    $0
    From related orgs
    $20,109
    Other
    $169,086
    Hours/week
    1.7 + 1.4 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $20,109 related
    Deferred
    $0 + $169,086 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $189,195 related

  • JEHUDA REINHARZ SEE SCH O

    TRUSTEE

    Total calculated
    $155,824
    From this org
    $0
    From related orgs
    $0
    Other
    $155,824
    Hours/week
    0.3 + 0.2 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $155,824 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $155,824 related

  • KATHRYN PALUS

    ASST TREASURER

    Total calculated
    $143,117
    From this org
    $0
    From related orgs
    $135,881
    Other
    $7,236
    Hours/week
    20 + 20 related

  • BARRY REIS

    *SEE SCH O

    Total calculated
    $141,951
    From this org
    $0
    From related orgs
    $112,964
    Other
    $28,987
    Hours/week
    0.7 + 30 related

  • DAN A POLSTER

    TRUSTEE AND VP

    Total calculated
    $0
    Hours/week
    0.3 + 9.6 related

  • CHARLES HOROWITZ RATNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2 + 0.7 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

NOTE: PART I, LINE 3
OF THE COMPENSATION REPORTED ON SCHEDULE J, $153,806 FOR ERIKA RUDIN-LURIA IS PAID BY PARKWOOD LLC AND THE BALANCE IS PAID BY THE JEWISH FEDERATION OF CLEVELAND, THE SUPPORTED ORGANIZATION. ALL COMPENSATION REPORTED ON SCHEDULE J FOR MOZELLE JACKSON AND ABIGAIL LEVIN IS PAID BY THE JEWISH FEDERATION OF CLEVELAND, THE SUPPORTED ORGANIZATION. OF THE COMPENSATION REPORTED ON SCHEDULE J, $169,086 FOR STEPHEN HOFFMAN IS PAID BY PARKWOOD LLC AND THE BALANCE IS PAID BY THE JEWISH FEDERATION OF CLEVELAND, THE SUPPORTED ORGANIZATION. ALL COMPENSATION REPORTED ON SCHEDULE J FOR JEHUDA REINHARZ IS PAID BY PARKWOOD LLC.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SIMON CHARITABLE PUBLIC LLC

    INVESTMENTS · DE · income $61,601,419 · assets $1,139,994,114

    Directly controlled by JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION

  • MSF PRIVATE EQUITY FUND LLC

    INVESTMENTS · DE · income $85,802,846 · assets $1,522,602,118

    Directly controlled by JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION

  • MSF REAL ESTATE FUND LLC

    INVESTMENTS · DE · income $3,635,814 · assets $300,627,525

    Directly controlled by JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION

  • MAF INVESTMENTS LTD

    INVESTMENTS · OH · income -$2,255,513 · assets $6,105,406

    Directly controlled by JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PARKWOOD LLC

    (D) REVENUE EXCLUDED · FINANCIAL AND INVESTMENT SERVICES · DE · 65% owned · share of income $6,337,526 · share of assets $54,033,990

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • PARKWOOD TRUST COMPANY

    C · FINANCIAL, TRUST AND INVESTMENT SERVICES · DE · 65% owned · share of income $3,201,250 · share of assets $20,683,650 · controlled entity

    Directly controlled by PARKWOOD LLC

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202541339349306259

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