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Nonprofiteer
← SIMON FAMILY FOUNDATION

Form 990 for tax year 2024

Filed by SIMON FAMILY FOUNDATION.

Totals

Total revenue
$509,301
Total expenses
$726,550
Contributions and grants received
$0
Grants paid
$572,500
Program service revenue
$0
Investment income
$27,539
Other revenue
$481,762
Total assets, end of year
$9,718,744
Total liabilities, end of year
$562,500
Net assets or fund balances, end of year
$9,156,244
Program services expenses (Part IX)
$572,500
Management and general expenses
$154,050
Fundraising expenses
$0
Program service expenses (Part III)
$572,500

Program services were 78.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $27,539 · excluded $27,539

  • 11a · Other revenue: INCOME FROM INVESTMENT

    total $481,762 · unrelated business $541,658 · excluded -$59,896

  • 11e · Other revenue, total

    $481,762

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $572,500 · program services $572,500

  • 11c · Fees: accounting

    total $1,305 · management and general $1,305

  • 24a · Other expenses: FEDERAL TAXES

    total $142,520 · management and general $142,520

  • 24b · Other expenses: INVESTMENT & ADMIN FEES

    total $10,000 · management and general $10,000

  • 24c · Other expenses: FILING FEES

    total $225 · management and general $225

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $9,283,807 · end of year $9,718,744

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,500

  • 18 · Grants payable

    beginning of year $132,000 · end of year $562,500

  • 27 · Net assets without donor restrictions

    beginning of year $9,149,307 · end of year $9,156,244

Mission and programs · 2024

Mission

FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").

  • GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION")

    Expenses $572,500 · Grants $572,500

As filed on the 2024 return.

Listed in Part VII

  • Robyn Brenner

    TRUSTEE

    Total calculated
    $76,977
    From this org
    $0
    From related orgs
    $73,966
    Other
    $3,011
    Hours/week
    0.1 + 40 related

  • Ellen S Chernikoff

    TRUSTEE/PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • Robert Simon

    TRUSTEE/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • Lawrence R Chernikoff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Kim Pesses

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Paula Schwartz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.7 related

  • Harvey A Siegel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Michael Slomak

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Jay Chernikoff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Mozelle Jackson

    TREASURER THRU 6/10/2025

    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

  • Kari Blumenthal

    TREASURER AS OF 6/10/2025

    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

  • Mindee Fredman

    SECRETARY

    Total calculated
    $215,216
    From this org
    $0
    From related orgs
    $178,220
    Other
    $36,996
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,840 related
    Bonus
    $0
    Other
    $0 + $380 related
    Deferred
    $0 + $5,075 related
    Nontaxable benefits
    $0 + $31,921 related
    Filer's total
    $0 + $215,216 related

  • Abigail Stadlin

    ASSISTANT SECRETARY

    Total calculated
    $36,441
    From this org
    $0
    From related orgs
    $36,248
    Other
    $193
    Hours/week
    0.2 + 40 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)

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

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
14 May 2026
IRS schema version
2024v5.5
Source object
202601349349309315

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

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