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Nonprofiteer
← TREU MART FUND

Form 990 for tax year 2024

Filed by TREU MART FUND.

Totals

Total revenue
$611,906
Total expenses
$970,019
Contributions and grants received
$0
Grants paid
$878,000
Program service revenue
$0
Investment income
$611,906
Other revenue
$0
Total assets, end of year
$20,823,853
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$20,823,853
Program services expenses (Part IX)
$878,000
Management and general expenses
$92,019
Fundraising expenses
$0
Program service expenses (Part III)
$878,000

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MOZELLE JACKSON

    TREASURER

    Total calculated
    $340,473
    From this org
    $0
    From related orgs
    $288,177
    Other
    $52,296
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $287,013 related
    Bonus
    $0
    Other
    $0 + $1,164 related
    Deferred
    $0 + $14,935 related
    Nontaxable benefits
    $0 + $37,361 related
    Filer's total
    $0 + $340,473 related

  • KATHLEEN HALLISSEY

    SECRETARY THRU 6/14/24

    Total calculated
    $242,428
    From this org
    $0
    From related orgs
    $194,354
    Other
    $48,074
    Hours/week
    0.2

    Schedule J breakdown matched by us

    Base
    $0 + $192,607 related
    Bonus
    $0
    Other
    $0 + $1,747 related
    Deferred
    $0 + $18,176 related
    Nontaxable benefits
    $0 + $29,898 related
    Filer's total
    $0 + $242,428 related

  • ANTHONY D GATTUSO

    ASSISTANT TREASURER

    Total calculated
    $226,500
    From this org
    $0
    From related orgs
    $179,587
    Other
    $46,913
    Hours/week
    0.2

    Schedule J breakdown matched by us

    Base
    $0 + $179,238 related
    Bonus
    $0
    Other
    $0 + $349 related
    Deferred
    $0 + $15,380 related
    Nontaxable benefits
    $0 + $31,533 related
    Filer's total
    $0 + $226,500 related

  • KARI BLUMENTHAL

    ASSISTANT TREASURER

    Total calculated
    $183,816
    From this org
    $0
    From related orgs
    $154,931
    Other
    $28,885
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $154,205 related
    Bonus
    $0
    Other
    $0 + $726 related
    Deferred
    $0 + $7,992 related
    Nontaxable benefits
    $0 + $20,893 related
    Filer's total
    $0 + $183,816 related

  • AMY SALTZMAN BARASCH

    ASSISTANT SECRETARY AS OF 6/14/24

    Total calculated
    $107,681
    From this org
    $0
    From related orgs
    $87,479
    Other
    $20,202
    Hours/week
    0.2 + 0.2 related

  • COLLEEN MCCAUGHEY

    SECRETARY AS OF 6/14/24

    Total calculated
    $72,869
    From this org
    $0
    From related orgs
    $57,854
    Other
    $15,015
    Hours/week
    0.2

  • ANN M GARSON

    ASSISTANT SECRETARY THRU 6/14/24

    Total calculated
    $55,395
    From this org
    $0
    From related orgs
    $40,974
    Other
    $14,421
    Hours/week
    0.2 + 40 related

  • ARTHUR W TREUHAFT

    PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • J DAVID HELLER

    V. PRES. & TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3 + 2.9 related

  • AMY M MORGENSTERN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 2.7 related

  • MARY LOUISE HAHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • DARA G YANOWITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1.2 related

  • ROBYN MINTER SMYERS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • LAURA ALMAZAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

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)

SCH J, PART I, LINE 3
THE COMPENSATION REPORTED ON SCHEDULE J IS PAID BY THE JEWISH FEDERATION OF CLEVELAND OR THE CLEVELAND FOUNDATION, THE SUPPORTED ORGANIZATIONS.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202533159349304328

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.