Form 990 for tax year 2023
Filed by LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDAT.
Totals
- Total revenue
- $150,115
- Total expenses
- $221,664
- Contributions and grants received
- $14,127
- Grants paid
- $196,000
- Program service revenue
- $0
- Investment income
- $135,988
- Other revenue
- $0
- Total assets, end of year
- $6,274,483
- Total liabilities, end of year
- $1,170,301
- Net assets or fund balances, end of year
- $5,104,182
- Program services expenses (Part IX)
- $199,741
- Management and general expenses
- $21,923
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $199,741
Program services were 90.1% 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.
-
1d · Related organizations
$14,127
-
3 · Investment income
total $55,730 · excluded $55,730
-
7a · Gross sales of assets other than inventory
other assets $214,230
-
7b · Less cost or other basis and sales expenses
other assets $133,972
-
7c · Gain or loss
other assets $80,258
-
7d · Net gain or loss
total $80,258 · excluded $80,258
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $196,000 · program services $196,000
-
8 · Pension plan contributions
total $11,344 · management and general $11,344
-
23 · Insurance
total $2,015 · management and general $2,015
-
24a · Other expenses: ADMIN AND FILING FEES
total $12,303 · program services $3,741 · management and general $8,562
-
24b · Other expenses: MISC. EXPENSE
total $2 · management and general $2
Balance sheet
Part X, book values.
-
4 · Accounts receivable
beginning of year $1,630 · end of year $1,630
-
12 · Investments: other securities
beginning of year $5,165,552 · end of year $5,632,643
-
15 · Other assets
beginning of year $480,465 · end of year $640,210
-
18 · Grants payable
beginning of year $187,000 · end of year $195,000
-
25 · Other liabilities
beginning of year $1,068,841 · end of year $975,301
-
27 · Net assets without donor restrictions
beginning of year -$1,068,841 · end of year -$858,390
-
28 · Net assets with donor restrictions
beginning of year $5,460,647 · end of year $5,962,572
Mission and programs · 2023
Mission
TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND BY PROMOTING HIGH QUALITY JEWISH LIFE-LONG LEARNING OPPORTUNITIES REGARDING THE STUDY OF JUDAISM SPIRITUALLY, HISTORICALLY, CULTURALLY, IN CONTEMPORARY AND BIBLICAL FORM, AND ISRAEL.
Activities or mission (Part I)
TO CARRY OUT THE CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND BY PROMOTING HIGH QUALITY JEWISH LIFE-LONG LEARNING OPPORTUNITIES REGARDING THE STUDY OF JUDAISM SPIRITUALLY, HISTORICALLY, CULTURALLY, IN CONTEMPORARY AND BIBLICAL FORM, AND ISRAEL
-
GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND, ("FEDERATION") AND TO PROMOTE JEWISH LIFELONG LEARNING OPPORTUNITIES.
Expenses $199,741 · Grants $196,000
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
MOZELLE JACKSON
TREASURER
- Total calculated
- $322,324
- From this org
- $0
- From related orgs
- $263,260
- Other
- $59,064
- 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 + $45,034 related
- Filer's total
- $0 + $322,324 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
-
ANN GARSON
ASST. SECRETARY THRU 6/27/2024
- 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
-
MATTHEW KALIFF
SECRETARY
- Total calculated
- $145,859
- From this org
- $0
- From related orgs
- $103,456
- Other
- $42,403
- Hours/week
- 0.2 + 40 related
-
MINDEE FREDMAN
ASST. SECRETARY AS OF 6/27/2024
- Total calculated
- $0
- Hours/week
- 0.2 + 40 related
-
TERRI KLINE
TTEE/VP AS OF & PRES. THRU 6/27/2024
- Total calculated
- $0
- Hours/week
- 0.3 + 0.6 related
-
BETH ROSENBERG
TRUSTEE/PRESIDENT AS OF 6/27/2024
- Total calculated
- $0
- Hours/week
- 0.3 + 2.6 related
-
DAN POLSTER
TTEE/VICE PRESIDENT THRU 6/27/2024
- Total calculated
- $0
- Hours/week
- 0.3 + 3.5 related
-
MICHAEL PENZNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
MITCHELL SCHNEIDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 related
-
IDELLE WOLF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 1.1 related
-
RUBIN GUTTMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.3 related
-
CINDY ATTIAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.1 related
-
MITCHELL FRANKEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1 + 0.6 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)
- 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
-
CASE WESTERN RESERVE UNIVERSITY
$175,000
SIEGAL LIFELONG LEARNING PROGRAM
-
JEWISH FEDERATION OF CLEVELAND
$20,000
COMBATTING ANTISEMITISM/EDUCATOR SUMMIT
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.
-
JEWISH FEDERATION OF CLEVELAND
501(C)(3) · GRANTS & ALLOCATIONS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES · OH
-
JOANN AND THOMAS ADLER FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
MILDRED & MARTIN BECKER FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
THE SEMI J & RUTH W BEGUN FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
CLEVELAND HEBREW SCHOOLS EDUCATIONAL FDTN
501(C)(3) · SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
ELLEN E & VICTOR J COHN SUPPORTING FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
COMMISSION ON CEMETERY PRESERVATION
501(C)(3) · SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(2) · HOLDS LEGAL TITLE TO DONATED REAL ESTATE · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
IRVING B FINE FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
RINA & SAMUEL M FRANKEL FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
PEGGY AND JOHN GARSON FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
J DAVID AND REBECCA HELLER FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
ROBERT AND SUSAN R HURWITZ FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
THE MT SINAI HEALTH CARE FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
MEISEL & PESSES FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
ALEX & ANNE MILLER FAMILY CHARITABLE FUND
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
DAVID AND INEZ MYERS FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
EILEEN AND MYRON NICKMAN FAMILY SUPPORTING FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
PHYLLIS & DEBRA ANN NOVEMBER CHILDREN'S FUND
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
THE HARRY RATNER HUMAN SERVICES FUND
501(C)(3) · SEE SCHEDULE R, PART VII, SUPPLEMENTAL INFORMATION FOR PRIMARY ACTIVITY · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
ROBERT S & SYLVIA K REITMAN FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
DAVID AND ENID ROSENBERG FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
NATHAN & FANNYE SHAFRAN FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
LAWRENCE C SHERMAN FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
MICHAEL & ANITA SIEGAL FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
NORMA AND ERNIE SIEGLER FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
ROBERT AND EILEEN SILL FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
NAOMI G & EDWIN Z SINGER FAMILY FUND
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
LIPMAN STEIGER FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
IRVING I STONE SUPPORT FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
NINA & NORMAN WAIN FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
STANLEY E AND SALLY HARRIS WERTHEIM FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
BENNETT & DONNA YANOWITZ FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
DAN AND ELLEN ZELMAN FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
DAVID AND IVY ZELMAN FAMILY FOUNDATION
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
-
501(C)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH
Directly controlled by JEWISH FEDERATION OF CLEVELAND
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541339349305134
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