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Nonprofiteer
← TREU MART FUND

Form 990 for tax year 2023

Filed by TREU MART FUND.

Totals

Total revenue
$1,194,520
Total expenses
$1,031,475
Contributions and grants received
$0
Grants paid
$932,350
Program service revenue
$0
Investment income
$1,194,520
Other revenue
$0
Total assets, end of year
$19,068,867
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$19,068,867
Program services expenses (Part IX)
$932,350
Management and general expenses
$99,125
Fundraising expenses
$0
Program service expenses (Part III)
$932,350

Program services were 90.4% 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
    $322,320
    From this org
    $0
    From related orgs
    $263,260
    Other
    $59,060
    Hours/week
    0.2 + 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 + $45,030 related
    Filer's total
    $0 + $322,320 related

  • KATHLEEN HALLISSEY

    SECRETARY

    Total calculated
    $215,718
    From this org
    $0
    From related orgs
    $167,806
    Other
    $47,912
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,261 related
    Bonus
    $0
    Other
    $0 + $1,545 related
    Deferred
    $0 + $16,558 related
    Nontaxable benefits
    $0 + $31,354 related
    Filer's total
    $0 + $215,718 related

  • KARI BLUMENTHAL

    ASSISTANT TREASURER

    Total calculated
    $178,611
    From this org
    $0
    From related orgs
    $151,885
    Other
    $26,726
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

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

  • ANTHONY D GATTUSO

    ASSISTANT TREASURER

    Total calculated
    $168,975
    From this org
    $0
    From related orgs
    $126,866
    Other
    $42,109
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $126,605 related
    Bonus
    $0
    Other
    $0 + $261 related
    Deferred
    $0 + $12,043 related
    Nontaxable benefits
    $0 + $30,066 related
    Filer's total
    $0 + $168,975 related

  • ANN M GARSON

    ASSISTANT SECRETARY

    Total calculated
    $167,717
    From this org
    $0
    From related orgs
    $126,373
    Other
    $41,344
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,771 related
    Bonus
    $0
    Other
    $0 + $2,602 related
    Deferred
    $0 + $6,714 related
    Nontaxable benefits
    $0 + $34,630 related
    Filer's total
    $0 + $167,717 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 + 3.2 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
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349310341

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.