Skip to content
Nonprofiteer
← SEMI J AND RUTH W BEGUN FOUNDATION

Form 990 for tax year 2024

Filed by SEMI J AND RUTH W BEGUN FOUNDATION.

Totals

Total revenue
$1,460,666
Total expenses
$2,120,285
Contributions and grants received
$0
Grants paid
$1,957,096
Program service revenue
$0
Investment income
$1,456,149
Other revenue
$4,517
Total assets, end of year
$35,961,408
Total liabilities, end of year
$1,962,621
Net assets or fund balances, end of year
$33,998,787
Program services expenses (Part IX)
$1,959,377
Management and general expenses
$160,908
Fundraising expenses
$0
Program service expenses (Part III)
$1,959,377

Program services were 92.4% 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 $611,876 · excluded $611,876

  • 5 · Royalties

    total $2,777 · excluded $2,777

  • 7a · Gross sales of assets other than inventory

    securities $3,128,520

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

    securities $2,284,247

  • 7c · Gain or loss

    securities $844,273

  • 7d · Net gain or loss

    total $844,273 · excluded $844,273

  • 11a · Other revenue: MISC. REVENUE

    total $1,740 · excluded $1,740

  • 11e · Other revenue, total

    $1,740

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,752,096 · program services $1,752,096

  • 3 · Grants to foreign organizations and individuals

    total $205,000 · program services $205,000

  • 17 · Travel

    total $2,281 · program services $2,281

  • 24a · Other expenses: BANK FEES

    total $135,319 · management and general $135,319

  • 24b · Other expenses: INVEST & ADMIN FEES JFC

    total $25,364 · management and general $25,364

  • 24c · Other expenses: FILING FEES

    total $225 · management and general $225

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $594,078 · end of year $1,599,661

  • 11 · Investments: publicly traded securities

    beginning of year $27,460,333 · end of year $29,254,570

  • 12 · Investments: other securities

    beginning of year $4,709,727 · end of year $5,057,513

  • 15 · Other assets

    beginning of year $77,316 · end of year $49,664

  • 17 · Accounts payable and accrued expenses

    end of year $25

  • 18 · Grants payable

    beginning of year $2,214,903 · end of year $1,962,596

  • 27 · Net assets without donor restrictions

    beginning of year $30,626,551 · end of year $33,998,787

Mission and programs · 2024

Mission

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

Activities or mission (Part I)

TO CARRY OUT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND. IN PARTICULAR, TO FURTHER THE FEDERATION'S COMMUNITY RELATIONS OBJECTIVES BY SUPPORTING, SPONSORING, INITIATING AND MONITORING PROGRAMS AND ACTIVITIES DESIGNED TO REDUCE PHYSICAL AND VERBAL VIOLENCE IN SOCIETY. WITHOUT LIMITATION, SUCH PROGRAMS OR ACTIVITIES MAY INCLUDE THOSE DESIGNED TO EDUCATE THE VERY YOUNG, TRAIN TEACHERS ON THIS SUBJECT, EDUCATE PARENTS TO REINFORCE THESE EFFORTS AND OTHERWISE EDUCATE THE PUBLIC IN AN EFFORT TO DEVELOP AND FOSTER PRO-SOCIAL SKILLS AMONG PEOPLE AND PREVENT VIOLENCE BETWEEN PEOPLE.

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

    Expenses $1,959,377 · Grants $1,957,096

As filed on the 2024 return.

Listed in Part VII

  • Erika Rudin-Luria

    TRUSTEE

    Total calculated
    $694,126
    From this org
    $0
    From related orgs
    $626,945
    Other
    $67,181
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $572,118 related
    Bonus
    $0
    Other
    $0 + $54,827 related
    Deferred
    $0 + $19,000 related
    Nontaxable benefits
    $0 + $48,181 related
    Filer's total
    $0 + $694,126 related

  • 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

  • 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

  • Barry Reis

    ASST TREASURER THRU 8/29/24

    Total calculated
    $144,758
    From this org
    $0
    From related orgs
    $120,599
    Other
    $24,159
    Hours/week
    0.2 + 20 related

  • Jennifer Schwarz

    SECRETARY

    Total calculated
    $128,119
    From this org
    $0
    From related orgs
    $121,690
    Other
    $6,429
    Hours/week
    0.2 + 40 related

  • Tal D Rothstein

    ASSISTANT SECRETARY

    Total calculated
    $81,692
    From this org
    $0
    From related orgs
    $72,586
    Other
    $9,106
    Hours/week
    0.2 + 40 related

  • Dr Allan Steinhardt

    TRUSTEE/PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • Suezette Steinhardt

    TRUSTEE/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.3

  • Daniel Zelman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 5.9 related

  • J David Heller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 3.1 related

  • Ruth Sanderson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • Sandra Wuliger

    TRUSTEE

    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

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
202533159349303898

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.