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← MEISEL & PESSES FAMILY FOUNDATION

Form 990 for tax year 2022

Filed by MEISEL & PESSES FAMILY FOUNDATION.

Totals

Total revenue
$2,987,368
Total expenses
$1,200,317
Contributions and grants received
$2,449,119
Grants paid
$1,134,500
Program service revenue
$0
Investment income
$526,615
Other revenue
$11,634
Total assets, end of year
$19,670,864
Total liabilities, end of year
$1,530,700
Net assets or fund balances, end of year
$18,140,164
Program services expenses (Part IX)
$1,134,500
Management and general expenses
$65,817
Fundraising expenses
$0
Program service expenses (Part III)
$1,134,500

Program services were 94.5% 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.

  • 1f · All other contributions, gifts and grants

    $2,449,119

  • 3 · Investment income

    total $397,156 · excluded $397,156

  • 7a · Gross sales of assets other than inventory

    securities $301,757

  • 7b · Less cost or other basis and sales expenses

    securities $172,298

  • 7c · Gain or loss

    securities $129,459

  • 7d · Net gain or loss

    total $129,459 · excluded $129,459

  • 11a · Other revenue: INCOME FROM INVESTMENT

    total $11,634 · excluded $11,634

  • 11e · Other revenue, total

    $11,634

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,134,500 · program services $1,134,500

  • 11f · Fees: investment management

    total $63 · management and general $63

  • 24a · Other expenses: INVEST & ADMIN FEES-FED

    total $64,814 · management and general $64,814

  • 24b · Other expenses: BANK FEES

    total $635 · management and general $635

  • 24c · Other expenses: FILING FEES

    total $250 · management and general $250

  • 24d · Other expenses: TAXES - FOREIGN

    total $55 · management and general $55

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $27,864 · end of year $2,754,221

  • 11 · Investments: publicly traded securities

    beginning of year $2,365,487 · end of year $11,006,742

  • 12 · Investments: other securities

    beginning of year $7,407,486 · end of year $5,838,048

  • 15 · Other assets

    beginning of year $7,043,340 · end of year $71,853

  • 18 · Grants payable

    beginning of year $974,800 · end of year $1,530,700

  • 27 · Net assets without donor restrictions

    beginning of year $15,869,377 · end of year $18,140,164

Mission and programs · 2022

Mission

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

Activities or mission (Part I)

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 $1,134,500 · Grants $1,134,500

As filed on the 2022 return.

Listed in Part VII

  • MOZELLE JACKSON

    TREASURER

    Total calculated
    $255,134
    From this org
    $0
    From related orgs
    $231,844
    Other
    $23,290
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,889 related
    Bonus
    $0
    Other
    $0 + $955 related
    Deferred
    $0 + $6,767 related
    Nontaxable benefits
    $0 + $16,523 related
    Filer's total
    $0 + $255,134 related

  • KARI BLUMENTHAL

    ASST TREASURER

    Total calculated
    $166,588
    From this org
    $0
    From related orgs
    $141,856
    Other
    $24,732
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $141,445 related
    Bonus
    $0
    Other
    $0 + $411 related
    Deferred
    $0 + $7,357 related
    Nontaxable benefits
    $0 + $17,375 related
    Filer's total
    $0 + $166,588 related

  • ANN GARSON

    ASSISTANT SECRETARY

    Total calculated
    $158,796
    From this org
    $0
    From related orgs
    $121,140
    Other
    $37,656
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $119,517 related
    Bonus
    $0
    Other
    $0 + $1,623 related
    Deferred
    $0 + $6,457 related
    Nontaxable benefits
    $0 + $31,199 related
    Filer's total
    $0 + $158,796 related

  • MATTHEW KALIFF

    SECRETARY

    Total calculated
    $140,110
    From this org
    $0
    From related orgs
    $101,633
    Other
    $38,477
    Hours/week
    0.2 + 40 related

  • KIM M PESSES

    PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3 + 0.8 related

  • MICHAEL MEISEL

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • PETER MEISEL

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3 + 1.2 related

  • COLE PESSES

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.2 + 0.2 related

  • MARILYN M BEDOL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • ALAN D GROSS

    TRUSTEE THRU 12/31/2022

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • JUDY WILLENSKY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 related

  • ZACHARY T PARIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 0.3 related

  • JASON A WULIGER

    TRUSTEE AS OF 1/1/2023

    Total calculated
    $0
    Hours/week
    0.1 + 0.5 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
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202401359349309415

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

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