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← MT SINAI HEALTH CARE FOUNDATION

Form 990 for tax year 2023

Filed by MT SINAI HEALTH CARE FOUNDATION.

Totals

Total revenue
$7,289,674
Total expenses
$8,616,593
Contributions and grants received
$126,042
Grants paid
$6,277,546
Program service revenue
$0
Investment income
$6,915,378
Other revenue
$248,254
Total assets, end of year
$189,473,279
Total liabilities, end of year
$18,956,942
Net assets or fund balances, end of year
$170,516,337
Program services expenses (Part IX)
$7,410,883
Management and general expenses
$1,205,710
Fundraising expenses
$0
Program service expenses (Part III)
$7,410,883

Program services were 86.0% 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

    $14,151

  • 1f · All other contributions, gifts and grants

    $111,891

  • 3 · Investment income

    total $2,785,328 · excluded $2,785,328

  • 7a · Gross sales of assets other than inventory

    securities $21,660,764

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

    securities $17,530,714

  • 7c · Gain or loss

    securities $4,130,050

  • 7d · Net gain or loss

    total $4,130,050 · excluded $4,130,050

  • 11a · Other revenue: Lead Safe Home Fund

    total $248,254 · excluded $248,254

  • 11e · Other revenue, total

    $248,254

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,277,546 · program services $6,277,546

  • 5 · Compensation of officers, directors and key employees

    total $683,140 · program services $485,029 · management and general $198,111

  • 7 · Other salaries and wages

    total $369,031 · program services $262,012 · management and general $107,019

  • 8 · Pension plan contributions

    total $73,299 · program services $52,042 · management and general $21,257

  • 9 · Other employee benefits

    total $30,921 · program services $21,954 · management and general $8,967

  • 10 · Payroll taxes

    total $61,186 · program services $43,442 · management and general $17,744

  • 11b · Fees: legal

    total $4,571 · management and general $4,571

  • 11c · Fees: accounting

    total $57,540 · management and general $57,540

  • 11f · Fees: investment management

    total $680,688 · management and general $680,688

  • 11g · Fees: other

    total $109,925 · program services $78,047 · management and general $31,878

  • 12 · Advertising and promotion

    total $3,512 · program services $2,494 · management and general $1,018

  • 13 · Office expenses

    total $30,332 · program services $21,536 · management and general $8,796

  • 14 · Information technology

    total $34,784 · program services $24,697 · management and general $10,087

  • 15 · Royalties

    total $14,843 · program services $10,539 · management and general $4,304

  • 16 · Occupancy

    total $40,403 · program services $28,686 · management and general $11,717

  • 17 · Travel

    total $21,911 · program services $15,557 · management and general $6,354

  • 19 · Conferences, conventions and meetings

    total $10,388 · program services $7,375 · management and general $3,013

  • 22 · Depreciation, depletion and amortization

    total $44,273 · program services $31,434 · management and general $12,839

  • 23 · Insurance

    total $11,944 · program services $8,480 · management and general $3,464

  • 24a · Other expenses: Annual Meeting

    total $38,484 · program services $27,324 · management and general $11,160

  • 24b · Other expenses: Memberships/Publication

    total $13,013 · program services $9,239 · management and general $3,774

  • 24c · Other expenses: Board Expense

    total $4,859 · program services $3,450 · management and general $1,409

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $88,016 · end of year $980,630

  • 2 · Savings and temporary cash investments

    beginning of year $10,576,644 · end of year $17,101,091

  • 4 · Accounts receivable

    beginning of year $2,273,828 · end of year $1,255,171

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,239 · end of year $12,588

  • 10a · Land, buildings and equipment: cost or other basis

    $700,440

  • 10b · Land, buildings and equipment: accumulated depreciation

    $280,662

  • 10c · Land, buildings and equipment, net

    beginning of year $464,051 · end of year $419,778

  • 11 · Investments: publicly traded securities

    beginning of year $106,073,648 · end of year $111,205,474

  • 12 · Investments: other securities

    beginning of year $53,237,363 · end of year $57,609,329

  • 15 · Other assets

    beginning of year $916,229 · end of year $889,218

  • 17 · Accounts payable and accrued expenses

    beginning of year $493,257 · end of year $560,038

  • 18 · Grants payable

    beginning of year $6,175,212 · end of year $5,268,558

  • 21 · Escrow or custodial account liability

    beginning of year $7,341,123 · end of year $12,665,047

  • 24 · Unsecured notes and loans payable

    beginning of year $494,714 · end of year $463,299

  • 27 · Net assets without donor restrictions

    beginning of year $68,346,183 · end of year $107,269,910

  • 28 · Net assets with donor restrictions

    beginning of year $90,791,529 · end of year $63,246,427

Mission and programs · 2023

Mission

The Mt. Sinai Health Foundation seeks to assist Greater Cleveland's organizations and leaders to improve the health and well-being of the Jewish and general communities now and for generations to come.

Activities or mission (Part I)

To support the Jewish and general communities of Northeast Ohio through grantmaking

  • To engage in grant making to support and carry out the purposes of the Jewish Federation of Cleveland, by encouraging activities designed to improve the health status of the residents of Greater Cleveland, OH.

    Expenses $7,410,883 · Grants $6,277,546

As filed on the 2023 return.

Listed in Part VII

  • Ira C Kaplan

    Chair

    Total calculated
    $0
    Hours/week
    8 + 0.6 related

  • James A Ratner

    Vice-Chair

    Total calculated
    $0
    Hours/week
    2 + 0.3 related

  • Beth D Rosenberg

    Vice-Chair

    Total calculated
    $0
    Hours/week
    2 + 0.9 related

  • J David Heller

    Treasurer

    Total calculated
    $0
    Hours/week
    2 + 1.2 related

  • Jeremy A Paris

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Thomas W Adler

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.3 related

  • Richard J Bogomolny

    Director

    Total calculated
    $0
    Hours/week
    2

  • Beth W Brandon

    Director

    Total calculated
    $0
    Hours/week
    2 + 1.5 related

  • Scott S Cowen

    Director

    Total calculated
    $0
    Hours/week
    2

  • Charyl L Davis

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.6 related

  • Peter Golden Jr MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kenneth G Hochman

    Director (until 6/24)

    Total calculated
    $0
    Hours/week
    2 + 0.3 related

  • Steven Hoffman

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.8 related

  • Susan Hurwitz

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.6 related

  • Vickie Johnson

    Director

    Total calculated
    $0
    Hours/week
    2

  • Hallie Bram Kogelschatz

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.8 related

  • Shlomo Koyfman MD

    Director

    Total calculated
    $0
    Hours/week
    2

  • India Pierce Lee

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mairely Luengo

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.7 related

  • Darrell L McNair

    Director

    Total calculated
    $0
    Hours/week
    2

  • Amy Main Morgenstern

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.8 related

  • August Napoli

    Director

    Total calculated
    $0
    Hours/week
    2

  • Judge Dan A Polster

    Life Director

    Total calculated
    $0
    Hours/week
    2 + 1.8 related

  • Susan Ratner

    Life Director

    Total calculated
    $0
    Hours/week
    2

  • Alan Rosskamm

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Brad Schlang

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Marcy L Schwartz MD

    Director

    Total calculated
    $0
    Hours/week
    2 + 0.8 related

  • Walter S Schwartz

    Director (until 6/24)

    Total calculated
    $0
    Hours/week
    2

  • Scott M Simon

    Director

    Total calculated
    $0
    Hours/week
    2 + 1.1 related

  • Jeanne K Tobin

    Director

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Mitchell Balk

    President

    Total calculated
    $449,786
    From this org
    $393,548
    From related orgs
    $0
    Other
    $56,238
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $369,539
    Bonus
    $24,009
    Other
    $0
    Deferred
    $46,224
    Nontaxable benefits
    $10,014
    Filer's total
    $449,786

  • Dan Cohn

    Vice President

    Total calculated
    $211,202
    From this org
    $192,000
    From related orgs
    $0
    Other
    $19,202
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,240
    Bonus
    $11,760
    Other
    $0
    Deferred
    $14,450
    Nontaxable benefits
    $4,752
    Filer's total
    $211,202

  • Melanie Gavin

    Financial Officer

    Total calculated
    $144,571
    From this org
    $115,865
    From related orgs
    $0
    Other
    $28,706
    Hours/week
    40

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

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 4b
Mitchell Balk has $16,500 contributed by the Foundation into his deferred compensation account.
Part I, Line 7
The Compensation committee of the Board of Directors determines a discretionary bonus based on performance during the year for the President. The President has the discretion to authorize a bonus for the Vice President.

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.

  • 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 · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • Mildred & Martin Becker Family Foundation

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    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 · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • Chelm Family Foundation

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • Cleveland Hebrew Schools Educational Fdtn

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUD · OH · controlled entity

    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 · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • Commission of Cemetary Preservation

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUD · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • IRVING B FINE FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • FGI FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • RINA & SAMUEL M FRANKEL FAMILY FDN

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    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 · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • J DAVID AND REBECCA HELLER FAMILY FDN

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • ROBERT AND SUSAN R HURWITZ FAMILY FDN

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • THE IMMERMAN FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • JEWISH COMMUNITY HOUSING INC

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUD · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • MADAV IX FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • MADAV XVII FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • MADAV XVIII FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • MALTZ FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • JACK JOSEPH & MORTON MANDEL SUPPORTING

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • MEISEL & PESSES FAMILY FDN

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • ALEX & ANNE MILLER FAMILY CHARITABLE FUN

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • DAVID & RUTH MOSKOWITZ FAMILY CHARITABLE

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • DAVID AND INEZ MYERS FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • EILEEN AND MYRON NICKMAN FAMILY SUPPORTI

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • PHYLLIS & DEBRA ANN NOVEMBER CHILDREN'S

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • OSTARA

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • THE HARRY RATNER HUMAN SERVICES FUND

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUD · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • THE RIMON XLI FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • ROBERT S & SYLVIA K REITMAN FAMILY FOU

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • DAVID AND ENID ROSENBERG FAMILY FOUNDATI

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • SCHOLNICK FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • NATHAN & FANNYE SHAFRAN FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • LAWRENCE C SHERMAN FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • MICHAEL & ANITA SIEGAL FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • LAURA & ALVIN SIEGAL CLG JUD STDIES ED

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION, INCLUD · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • NORMA AND ERNIE SIEGLER FAMILY FDN

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    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 · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • SIMON FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    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 · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • IRVING I STONE SUPPORT FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • NINA & NORMAN WAIN FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • STANLEY E AND SALLY HARRIS WERTHEIM FDN

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • WOLF FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • BENNETT & DONNA YANOWITZ FAMILY FOUNDATI

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    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 · controlled entity

    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 · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • ZILBER FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

  • LIPMAN STEIGER FAMILY FOUNDATION

    501(c)(3) · SUPPORT CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF FEDERATION · OH · controlled entity

    Directly controlled by Jewish Federation of Cleveland

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Cleveland Federation PE I LLC

    Excluded from tax · Investments · OH · 15% owned · share of income $472,872 · share of assets $3,459,445

    Directly controlled by Jewish Federation of Cleveland

  • Cleveland Federation PE II LLC

    Excluded from tax · Investments · OH · 12.57% owned · share of income $1,204 · share of assets $5,945,184

    Directly controlled by Jewish Federation of Cleveland

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202511279349303866

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