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Nonprofiteer
← JEWISH FEDERATION OF CLEVELAND

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF CLEVELAND.

Totals

Total revenue
$138,735,362
Total expenses
$112,387,008
Contributions and grants received
$114,723,385
Grants paid
$87,463,703
Program service revenue
$0
Investment income
$20,100,258
Other revenue
$3,911,719
Total assets, end of year
$597,811,781
Total liabilities, end of year
$72,414,639
Net assets or fund balances, end of year
$525,397,142
Program services expenses (Part IX)
$97,341,173
Management and general expenses
$6,337,484
Fundraising expenses
$8,708,351
Program service expenses (Part III)
$97,341,173

Program services were 86.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ERIKA B RUDIN-LURIA

    PRESIDENT * SEE SCH O

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

    Schedule J breakdown matched by us

    Base
    $509,690
    Bonus
    $0
    Other
    $15,138
    Deferred
    $15,948 + $153,806 related
    Nontaxable benefits
    $43,455
    Filer's total
    $584,231 + $153,806 related

  • MOZELLE JACKSON

    CFO, ASST TREAS, & SR. VP

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

    Schedule J breakdown matched by us

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

  • OREN BARATZ

    SENIOR VP-EXTERNAL AFFAIRS

    Total calculated
    $255,118
    From this org
    $242,627
    From related orgs
    $0
    Other
    $12,491
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,912
    Bonus
    $0
    Other
    $5,715
    Deferred
    $11,846
    Nontaxable benefits
    $645
    Filer's total
    $255,118

  • DANIEL STROM

    VP, CHIEF INFORMATION OFFICER

    Total calculated
    $249,007
    From this org
    $236,561
    From related orgs
    $0
    Other
    $12,446
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $236,025
    Bonus
    $0
    Other
    $536
    Deferred
    $11,801
    Nontaxable benefits
    $645
    Filer's total
    $249,007

  • RACHEL LAPPEN

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $235,945
    From this org
    $224,109
    From related orgs
    $0
    Other
    $11,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $223,820
    Bonus
    $0
    Other
    $289
    Deferred
    $11,191
    Nontaxable benefits
    $645
    Filer's total
    $235,945

  • TAMI CAPLAN

    SECRETARY, SR. VP & CHRO

    Total calculated
    $211,800
    From this org
    $150,682
    From related orgs
    $0
    Other
    $61,118
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,595
    Bonus
    $0
    Other
    $2,087
    Deferred
    $8,297
    Nontaxable benefits
    $52,821
    Filer's total
    $211,800

  • ABIGAIL LEVIN

    ASST SECRETARY, SR. VP OPERATIONS

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

    Schedule J breakdown matched by us

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

  • ROBERT BERICK

    ASST VP, CHIEF MARKETING OFFICER

    Total calculated
    $201,872
    From this org
    $176,393
    From related orgs
    $0
    Other
    $25,479
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,348
    Bonus
    $0
    Other
    $1,045
    Deferred
    $8,910
    Nontaxable benefits
    $16,569
    Filer's total
    $201,872

  • ALLEN ROTH

    SR. DIRECTOR,BUSINESS APPLICATIONS

    Total calculated
    $200,951
    From this org
    $139,084
    From related orgs
    $0
    Other
    $61,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,941
    Bonus
    $0
    Other
    $2,143
    Deferred
    $7,778
    Nontaxable benefits
    $54,089
    Filer's total
    $200,951

  • STEPHEN HOFFMAN SEE SCH O

    TRUSTEE/PRESIDENT EMERITUS

    Total calculated
    $189,195
    From this org
    $20,109
    From related orgs
    $0
    Other
    $169,086
    Hours/week
    0.5 + 2.3 related

    Schedule J breakdown matched by us

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

  • J DAVID HELLER SEE SCH O

    TRUSTEE

    Total calculated
    $188,979
    From this org
    $0
    From related orgs
    $0
    Other
    $188,979
    Hours/week
    0.5 + 2.7 related

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $188,979 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $188,979 related

  • HOWARD P WOLF

    MANAGING DIRECTOR/ASST. CONTROLLER

    Total calculated
    $179,631
    From this org
    $141,559
    From related orgs
    $0
    Other
    $38,072
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,579
    Bonus
    $0
    Other
    $980
    Deferred
    $7,189
    Nontaxable benefits
    $30,883
    Filer's total
    $179,631

  • KARI BLUMENTHAL

    MANAGING DIRECTOR, FINANCE

    Total calculated
    $178,611
    From this org
    $151,885
    From related orgs
    $0
    Other
    $26,726
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,324
    Bonus
    $0
    Other
    $561
    Deferred
    $7,741
    Nontaxable benefits
    $18,985
    Filer's total
    $178,611

  • ANN GARSON ASST VP

    FAMILY PHILANTHROPY AND FOUNDATIONS

    Total calculated
    $167,717
    From this org
    $126,373
    From related orgs
    $0
    Other
    $41,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,771
    Bonus
    $0
    Other
    $2,602
    Deferred
    $6,714
    Nontaxable benefits
    $34,630
    Filer's total
    $167,717

  • BARRY REIS

    ASST TREASURER

    Total calculated
    $141,951
    From this org
    $112,964
    From related orgs
    $0
    Other
    $28,987
    Hours/week
    20

  • DANIEL N ZELMAN

    TRUSTEE/CHAIR

    Total calculated
    $0
    Hours/week
    5.5 + 0.5 related

  • BRADLEY A SHERMAN

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.9 + 0.3 related

  • ERICA G STARRFIELD

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.1

  • JEFFREY J WILD

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.9

  • DARA G YANOWITZ

    TRUSTEE/VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.9 + 0.4 related

  • JEFFREY WEISS

    TRUSTEE/TREASURER

    Total calculated
    $0
    Hours/week
    0.9 + 0.1 related

  • BETH WAIN BRANDON

    TRUSTEE/ASSOC. TREASURER

    Total calculated
    $0
    Hours/week
    0.9 + 2.6 related

  • JORDAN D BERKOWITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RABBI BINYAMIN A BLAU

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • BARNETT N BOOKATZ

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.7 + 0.3 related

  • SUSAN R BORISON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • MARC BORSTEIN

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    1

  • RABBI NAPHTALI BURNSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MICHAEL CANTOR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RENEE CHELM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.4 related

  • JENNIFER COHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • LYNNE M COHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related

  • PHILIP COHEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • YAEL DADOUN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MINDY DAVIDSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • CHERYL DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2.1 related

  • JEFFREY S DAVIS

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.5

  • GRANT N DINNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • AMY EINHORN

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.8

  • STEVEN A EISENBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • BARRY S FELDMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8 + 0.1 related

  • LYDIA FRANKEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1.1

  • MARGARET RICHARDS FRANKEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ADAM GIMBEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.9 + 0.3 related

  • SHELLEY GIMBEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8 + 0.1 related

  • RACHEL GLICKMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8 + 0.1 related

  • ADRIENNE GOLDBERG

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.9

  • LARRY GOLDBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT GOLDBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ALAN D GOTTLIEB

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • ANITA GRAY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ROE GREEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • PENNY GREENBERGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • AARON GROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • GARY L GROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.6 related

  • HARLEY I GROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ROCHELLE GROSS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RABBI ROSETTE BARRON HAIM

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.5

  • RAQUEL FLATOW HAAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • ERICA HARTMAN-HORVITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • WILLIAM H HELLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.4 related

  • EVAN HIRSCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • MICHELLE HIRSCH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.9 + 0.1 related

  • MICHAEL HOENIG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • MARK HOLZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • RICHARD HORVITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • ERIN HUBER ROSEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ROBERT A IMMERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.3 related

  • GARY ISAKOV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • SHOSHANA DESSLER JACOBS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • AMIR JAFFA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    6.3

  • GABRIELLE JERUSALEM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • JUSTIN KADIS

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.7

  • SUELLEN KADIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARA KAMAT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • AMY R KAPLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • IRA KAPLAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 8.1 related

  • ETHAN KARP

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.9

  • ILANA I KATZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • NATHAN KLEIN

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • YONI KLEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • TERRI KLINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.4 related

  • ADENA J KLINEMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • HALLIE BRAM KOGELSCHATZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8 + 2 related

  • STEWART A KOHL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • S LEE KOHRMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2.2 related

  • NOREEN KOPPELMAN-GOLDSTEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7 + 0.1 related

  • SUSAN D KRANTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • KAREN KRAUSE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • LAURA KUNTZ

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.8

  • ERICA LAZZARO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • NORMA W LERNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ELIANA J LEVINE

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.9

  • GREGG A LEVINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.9

  • RYAN G LEVINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JAN LEWIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • KEITH LIBMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.9 + 2.4 related

  • MARIELY LUENGO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7 + 2 related

  • MILTON S MALTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • TAMAR MALTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • KEVIN D MARGOLIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • SUSI MEISEL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DAVID P MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JARED S MILLER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • AMY MORGENSTERN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7 + 2.1 related

  • JONATHON NISENBOUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • CAMERON ORLEAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • DAVID B ORLEAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • ABBIE PAPPAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • ERVIN PAVLOFSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • KIM M PESSES

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.7 + 0.4 related

  • MARLA K PETTI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • JUDGE DAN A POLSTER

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.8 + 3 related

  • DOROTHEA POLSTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ALBERT B RATNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • CHARLES A HOROWITZ RATNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related

  • ROBERT S REITMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7 + 2.3 related

  • BRIAN D ROBBINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7 + 0.2 related

  • RABBI SCOTT B ROLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • SHARON ROSENBAUM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • BETH ROSENBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2.4 related

  • DAVID M ROSENBERG

    TRUSTEE THRU 5/23/24

    Total calculated
    $0
    Hours/week
    0.5 + 0.3 related

  • BARBARA ROSSKAMM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • PETER RZEPKA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • EVIE SAFRAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • HARVEY SASS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • BRADLEY J SCHLANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • MITCHELL C SCHNEIDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.2 related

  • MARCY SCHWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8 + 2 related

  • PAULA R SCHWARTZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7 + 0.1 related

  • MARTIN R SHANKLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ELISABETH W SHERMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.9

  • MICHAEL D SIEGAL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.3 related

  • SCOTT SIMON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.9 + 2.2 related

  • MICHAL SOCLOF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • SCOTT SPIEGLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • BRYAN STEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • TODD STEIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD P STOVSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • JEANNE TOBIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.9 + 2.1 related

  • MOISHE TOHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RICHARD URIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • NEIL R WAXMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • PENNI WEINBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • RACHEL WEINBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • STEPHEN J WEINBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • JUDITH WEISS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.3 related

  • MORRY WEISS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.3 related

  • SALLY H WERTHEIM

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • MORRIS WHEELER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • DANIELLE J WILD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7 + 0.1 related

  • MITCH WOLF

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • WARREN L WOLFSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • ALLISON WULIGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.8

  • JASON A WULIGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • SANDRA WULIGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • TIMOTHY F WULIGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • ALAN E YANOWITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7 + 0.4 related

  • DONNA YANOWITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 0.3 related

  • DARRELL A YOUNG ZL

    TRUSTEE THRU 2/1/2024

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • ANDREW ZELMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.7

  • DON ZIGDON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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)

PART I, LINE 1A
ONE EMPLOYEE IS PERMITTED TO TRAVEL BUSINESS OR FIRST CLASS FOR FLIGHTS OVER 4 HOURS, AS SPECIFIED IN THE EMPLOYEE'S ENGAGEMENT LETTER. THE SPOUSE OF ONE EMPLOYEE IS PERMITTED TO ACCOMPANY THAT EMPLOYEE TO 1-2 CONFERENCES PER YEAR, PER THAT EMPLOYEE'S ENGAGEMENT LETTER. THE COST OF SUCH TRAVEL IS INCLUDED ON THE EMPLOYEE'S W-2.
PART I, LINE 1B
WITH REGARDS TO SPOUSE TRAVEL, AS NOTED IT IS AUTHORIZED AS PART OF THAT EMPLOYEE'S ENGAGEMENT LETTER.

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.

  • WORKMEN'S CIRCLE CEMETERY LLC

    BURIALS & MAINTENANCE OF CEMETERY · OH · assets $1

    Directly controlled by COMMISSION ON CEMETERY PRESERVATION

  • JCH WARRENSVILLE LLC

    OWNERSHIP AND MANAGEMENT OF HOUSING FOR ELDERLY AND DISABLED · OH

    Directly controlled by JEWISH COMMUNITY HOUSING INC

  • JAFFA FAMILY FOUNDATION LLC

    INVESTMENTS · OH · assets $6,742,421

    Directly controlled by JEWISH FEDERATION OF CLEVELAND

  • JFC SECURITY LLC

    PROVIDE SECURITY & SERVICES TO ORGANIZATIONS SERVING THE JEWISH COMMUNITY · OH · income $123,952 · assets $513,221

    Directly controlled by JEWISH FEDERATION OF CLEVELAND

  • SIMON CHARITABLE PUBLIC LLC

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

    Directly controlled by MANDEL SUPPORTING FOUNDATION

  • MSF PRIVATE EQUITY FUND LLC

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

    Directly controlled by MANDEL SUPPORTING FOUNDATION

  • MSF REAL ESTATE FUND LLC

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

    Directly controlled by MANDEL SUPPORTING FOUNDATION

  • MAF INVESTMENTS LTD

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

    Directly controlled by MANDEL SUPPORTING FOUNDATION

Related partnerships

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

  • LEVINE - MEDINA

    (D) REVENUE EXCLUDED · RENTAL REAL ESTATE · OH · 99% owned · share of income -$149 · share of assets $135,604

  • KULBER-MEDINA LIMITED PARTNERSHIP

    (D) REVENUE EXCLUDED · RENTAL REAL ESTATE · OH · 98% owned · share of income -$57 · share of assets -$32,869

  • JCF DROST HOLDINGS LTD

    (C)UNRELATED BUS REV · INVESTMENTS · OH · 99% owned · share of income $115,158 · share of assets $3,796,217 · general or managing partner

    Directly controlled by MADAV XVII FOUNDATION

  • PARKWOOD LLC

    (C)UNRELATED BUS REV · FINANCIAL AND INVESTMENT SERVICES · DE · 65% owned · share of income $6,337,526 · share of assets $54,033,990

    Directly controlled by MANDEL SUPPORTING FOUNDATION

  • CLEVELAND FEDERATION PE I LLC

    (D) REVENUE EXCLUDED · INVESTMENTS · OH · 70% owned · share of income $1,900,474 · share of assets $16,145,605

    Directly controlled by JEWISH FEDERATION OF CLEVELAND

  • CLEVELAND FEDERATION PE I LLC

    (D) REVENUE EXCLUDED · INVESTMENT · OH · 15% owned · share of income $407,439 · share of assets $3,459,442

    Directly controlled by DAVID & INEZ MYERS FOUNDATION

  • CLEVELAND FEDERATION PE I LLC

    (D) REVENUE EXCLUDED · INVESTMENT · OH · 15% owned · share of income $407,439 · share of assets $3,459,445

    Directly controlled by MT SINAI HEALTH CARE FOUNDATION

  • CLEVELAND FEDERATION PE II LLC

    (D) REVENUE EXCLUDED · INVESTMENT · OH · 75% owned · share of income $6,350 · share of assets $35,457,367

    Directly controlled by JEWISH FEDERATION OF CLEVELAND

  • CLEVELAND FEDERATION PE II LLC

    (D) REVENUE EXCLUDED · INVESTMENT · OH · 12.5% owned · share of income $1,066 · share of assets $5,945,184

    Directly controlled by DAVID & INEZ MYERS FOUNDATION

  • CLEVELAND FEDERATION PE II LLC

    (D) REVENUE EXCLUDED · INVESTMENT · OH · 12.5% owned · share of income $1,067 · share of assets $5,945,184

    Directly controlled by MT SINAI HEALTH CARE FOUNDATION

Related corporations and trusts

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

  • CHARITABLE REMAINDER TRUSTS (3)

    T · CHARITABLE REMAINDER TRUST · OH

  • PARKWOOD TRUST COMPANY

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

    Directly controlled by PARKWOOD LLC

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202501339349303335

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