2023-11-13T12:26:54-06:00 2022-12-31 PARKWOOD LLC 1000 LAKESIDE AVE E CLEVELAND OH 441141117 990PF 2022-01-01 346546418 JACK JOSEPH & MORTON MANDEL FOUNDATION % BRADLEY S SMITH JACK 2168756500 1000 LAKESIDE AVE E CLEVELAND OH 441141117 BRADLEY SMITH ASSISTANT SECRETARY 2168756500 2023-11-15 true BRADLEY SMITH 999009999 ROBERT L DESSECKER III P00496668 2168756500 3 2022 2023-04-26 12:10:37Z X 1997413740 X 61017346 33037218 33037218 33037218 33698515 218714056 33698515 15242240 4506942 4506942 142995319 71242675 37544160 1700000 1700000 1653883 1666446 275064 275064 5431 0 0 5431 2042271 2013905 4148255 4029479 4029479 115696 19420400 234976 234976 135714 98288 315679 324502 1565829 1342502 173013 185200 37921183 37688710 37688710 199799 69319296 41953165 41953165 7964259 199846052 75317747 269165348 41953165 41953165 83282006 -126170029 29289510 28083600 2725725 2725725 77361 184685 77361 77361 52204 36639 36639 803509 111852 137449 691657 691657 2877786244 2624605243 1990214904 6830763 3667454 3667454 2913074945 2631804079 1997413740 165175 358464 147170619 124528305 6680592 3521672 154016386 128408441 X 2759058559 2503395638 2759058559 2503395638 2913074945 2631804079 2759058559 -126170029 101930903 2734819433 231423795 2503395638 SHORT-TERM GAINS THROUGH PARTNERSHIPS P 43803135 -43803135 -43803135 LONG-TERM GAINS THROUGH PARTNERSHIPS P 44477741 44477741 44477741 PIMCO SHORT-TERM P 140851100 141212406 -361306 -361306 SECTION 1231 GAINS THROUGH PARTNERSHIPS P 16759459 16759459 16759459 SECTION 1256 GAINS THROUGH PARTNERSHIPS P 16625750 16625750 16625750 JPM 100% US TREAS SECS RESV SWEET P 6 6 6 33698515 407124 407124 407124 5685612 0 5685612 5278488 448000 4830488 false false false false false true true false true true MA OH true false true true false true WWW.MANDELFOUNDATION.ORG BRADLEY S SMITH 2168756512 1000 LAKESIDE AVE E CLEVELAND OH 441141117 false false false false false false false false false true false false false false false false true false 0 true false false false false BRADLEY S SMITH 1000 LAKESIDE AVE E CLEVELAND OH 441141117 ASSISTANT SECRETARY 1.0 0 0 0 MARK A MADEJA 1000 LAKESIDE AVE E CLEVELAND OH 441141117 COO, TREASURER & SECRETARY 20.0 0 0 0 STEPHEN H HOFFMAN 1000 LAKESIDE AVE E CLEVELAND OH 441141117 CHAIRMAN 5.0 600000 0 0 JEHUDA REINHARZ 1000 LAKESIDE AVE E CLEVELAND OH 441141117 CEO & PRESIDENT 40.0 1100000 37088 0 MALA GARG 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 RANDALL J KORACH 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 DAN A POLSTER 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 CHARLES H RATNER 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 JERRY SUE THORNTON 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 SCOTT S COWEN 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 MORRIS W OFFIT 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 RENEE CHELM 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 ERIKA RUDIN-LURIA 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 ADAM B LANGSAM 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 JEFFREY J WILD 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 NACHMAN SHAI 1000 LAKESIDE AVE E CLEVELAND OH 441141117 TRUSTEE 1.0 0 0 0 THEODORE SASSON 1000 LAKESIDE AVENUE E CLEVELAND OH 441141117 DIRECTOR OF PROGRAMS 40.0 340600 18662 JETHRO BERKMAN 1000 LAKESIDE AVENUE E CLEVELAND OH 441141117 PROGRAM OFFICER 40.0 180083 45582 SEYMOUR KOPELOWITZ 1000 LAKESIDE AVENUE E CLEVELAND OH 441141117 PROGRAM DIRECTOR 40.0 155000 9300 EVA HEINSTEIN 1000 LAKESIDE AVENUE E CLEVELAND OH 441141117 SR. RESEARCH FELLOW 40.0 150200 36005 LIANA BRODSKY 1000 LAKESIDE AVENUE E CLEVELAND OH 441141117 ASSOCIATE DIRECTOR 40.0 120947 31985 8 PARKWOOD TRUST COMPANY C/O PARKWOOD LLC 1000 LAKESIDE AVE CLEVELAND OH 441141117 INVESTMENT ADVISORY 10457677 MICHAEL R WHITE C/O PARKWOOD LLC 1000 LAKESIDE AVE CLEVELAND OH 441141117 CONSULTING 219268 DANIEL PEKARSKY C/0 PARKWOOD LLC 1000 LAKESIDE AVE CLEVELAND OH 441141117 CONSULTING 207817 ONE HARVARD STREET LLC C/O PARKWOOD LLC 1000 LAKESIDE AVE CLEVELAND OH 441141117 CONSULTING 133899 MIRIAM BETH RAIDER-ROTH C/O PARKWOOD LLC 1000 LAKESIDE AVE CLEVELAND OH 441141117 CONSULTING 110698 8 NOT APPLICABLE NOT APPLICABLE 0 46229316 2022171274 2068400590 684455306 0 2068400590 31026009 2037374581 101868729 101868729 407124 407124 101461605 101461605 101461605 83282006 0 0 0 0 83282006 101461605 78865289 2020 2019 2018 0 0 83282006 78865289 4416717 0 0 0 0 97044888 0 0 NONE NONE JEHUDA REINHARZ 1000 LAKESIDE AVENUE CLEVELAND OH 44114 2168756500 NO FORMAL APPLICATION FORM IS USED. THE FOLLOWING INFORMATION SHOULD ACCOMPANY ANY REQUEST: 1) DESCRIPTION OF PROJECT AND JUSTIFICATION FOR GRANT. 2) AMOUNT OF GRANT REQUESTED AND TERM OF GRANT. 3) PERTINENT FINANCIAL INFORMATION. 4) IRS EXEMPTION STATUS INCLUDING COPY OF EXEMPTION LETTER. NONE NONE American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 158500 American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 250000 American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 106213 American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 283892 American Committee for the Weizmann Institute of S 633 Third Avenue New York NY 10017 Program Support 406087 American Friends of Leket Israel Inc PO Box 2090 Teaneck NJ 07666 General Operating Support 40000 American Friends of the Hebrew University 199 Water Street 11th Floor New York NY 10038 Project Support 75000 American Jewish Joint Distribution Committee 220 East 42nd Street Suite 400 New York NY 10017 Project Support 50000 B'nai B'rith Youth Organization 800 Eighth Street NW Washington DC 20001 General Operating Support 2000 Boys and Girls Clubs of Northeast Ohio 6114 Broadway Avenue Cleveland OH 44127 General Operating Support 5000 Brandon Merritt Charitable Foundation 2325 NW 102 Place Doral FL 33172 General Operating Support 1000 Bravo Colorado at Vail-Beaver Creek 2271 N Frontage Rd W Suite C Vail CO 81657 General Operating Support 3000 Bravo Colorado at Vail-Beaver Creek 2271 N Frontage Rd W Suite C Vail CO 81657 General Operating Support 1500 Candid PO Box 22799 New York NY 10087 General Operating Support 1500 Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 Project Support 12500 Center for Community Solutions 1300 E 9th Street Suite 1703 Cleveland OH 44114 General Operating Support 2500 Central Europe Center for Research & Documentation 1141 Loxford Ter Silver Spring MD 20901 Project Support 120000 Chaviva High School 3300 Mayfield Road Cleveland Heights OH 44118 General Operating Support 50000 Children's Museum of Cleveland 3813 Euclid Avenue Cleveland OH 44115 General Operating Support 10000 Circle Health Services 12201 Euclid Avenue Cleveland OH 44106 General Operating Support 5000 City Club of Cleveland 850 Euclid Avenue 2nd Floor Cleveland OH 44114 General Operating Support 3000 The City Mission 5310 Carnegie Avenue Cleveland OH 44103 General Operating Support 25000 Cleveland Botanical Garden 11030 East Boulevard Cleveland OH 44103 General Operating Support 2500 Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 Project Support 10000 Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 Endowment Funding 11250000 Cleveland Hearing and Speech Center 11635 Euclid Avenue Cleveland OH 44106 General Operating Support 5000 Cleveland Institute of Music 11021 East Boulevard Cleveland OH 44106 General Operating Support 5000 Cleveland Museum of Art 11150 East Boulevard Cleveland OH 44106 Project Support 148902 Cleveland Museum of Art 11150 East Boulevard Cleveland OH 44106 General Operating Support 50000 Cleveland Museum of Art 11150 East Boulevard Cleveland OH 44106 Project Support 40000 Cleveland Museum of Natural History 1 Wade Oval Cleveland OH 44106 Capital Campaign 300000 Cleveland Museum of Natural History 1 Wade Oval Cleveland OH 44106 General Operating Support 5000 Cleveland Neighborhood Progress 11327 Shaker Blvd Suite 500W Cleveland OH 44104 Project Support 275000 Cleveland Neighborhood Progress 11327 Shaker Blvd Suite 500W Cleveland OH 44104 Project Support 275000 Cleveland Public Library Foundation 325 Superior Avenue Cleveland OH 44114 General Operating Support 1000 Cleveland Public Theatre 6415 Detroit Avenue Cleveland OH 44102 General Operating Support 2500 Cleveland Restoration Society 3751 Prospect Avenue Cleveland OH 44115 General Operating Support 4000 Cleveland Sight Center 1909 East 101st Street Cleveland OH 44106 General Operating Support 5000 Cleveland State University Foundation 2121 Euclid Avenue UN 501 Cleveland OH 44115 Program Support 110993 Cleveland Zoological Society 3900 Wildlife Way Cleveland OH 44109 General Operating Support 1500 Coding School 3940 Laurel Canyon Blvd Suite 153 Studio City CA 91604 Project Support 10000 College Now Greater Cleveland 1500 West 3rd Street Suite 125 Cleveland OH 44113 General Operating Support 10000 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 44115 Program Support 65516 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 44115 Program Support 360094 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 44115 Project Support 85000 Dickinson College PO Box 1773 Carlisle PA 17013 Project Support 10000 Economic Growth Foundation 1240 Huron Road Suite 300 Cleveland OH 44115 General Operating Support 10000 Friends of Breakthrough 3615 Superior Suite 3103A Cleveland OH 44114 Project Support 312640 Friends of United Hatzalah 442 5th Ave 1866 New York NY 10018 Project Support 1000000 Friends of United Hatzalah 442 5th Ave 1866 New York NY 10018 Project Support 100000 Friendship Circle of Cleveland 27900 Gates Mills Blvd Pepper Pike OH 44124 Project Support 50000 Geauga County Humane Society 15463 Chillicothe Road Russell Township OH 44072 General Operating Support 2000 Geaux Girl Media 4917 Annunciation Street New Orleans LA 70115 General Operating Support 900 Givat Haviva Educational Foundation 500 7th Avenue 8th Floor New York NY 10018 General Operating Support 15000 Great Lakes Science Center 601 Erieside Avenue Cleveland OH 44114 General Operating Support 5000 Greater Cleveland Food Bank Inc 15500 South Waterloo Cleveland OH 44110 General Operating Support 2500 Greater Cleveland Food Bank Inc 15500 South Waterloo Cleveland OH 44110 General Operating Support 2500 Greater Cleveland Food Bank Inc 15500 South Waterloo Cleveland OH 44110 General Operating Support 10000 Greater Cleveland Volunteers 4415 Euclid Avenue Suite 200 Cleveland OH 44103 General Operating Support 2000 Gross Schechter Day School 27601 Fairmount Blvd Pepper Pike OH 44124 General Operating Support 75000 Hebrew Academy of Cleveland 1860 South Taylor Road Cleveland OH 44118 General Operating Support 75000 Hebrew Free Loan Association Northeast Ohio 23300 Chagrin Boulevard Suite 204 Beachwood OH 44122 General Operating Support 2000 Hillel at Kent State University 613 East Summit Street Kent OH 44240 General Operating Support 1800 Hospice of the Western Reserve 17876 St Clair Avenue Cleveland OH 44110 General Operating Support 10000 Ideastream 1375 Euclid Avenue Cleveland OH 44115 General Operating Support 10000 International Rescue Committee 122 East 42nd Street New York NY 10168 Project Support 25000 Jerusalem Foundation Inc 420 Lexington Avenue Suite 1645 New York NY 10170 Project Support 100000 Jerusalem Foundation Inc 420 Lexington Avenue Suite 1645 New York NY 10170 Capital Campaign 1250000 Jewish Agency for Israel - North American Council 633 Third Avenue 21st Floor New York NY 10017 General Operating Support 5000 Jewish Community Centers Association 520 Eigth Avenue New York NY 10018 Program Support 25000 Jewish Education Center of Cleveland 2030 South Taylor Road Cleveland Heights OH 44118 Project Support 75000 Jewish Family Service Association of Cleveland Ohi 29125 Chagrin Blvd Pepper Pike OH 44122 General Operating Support 1000 Jewish Family Service Association of Cleveland Ohi 29125 Chagrin Blvd Pepper Pike OH 44122 General Operating Support 10000 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 2500 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 25000 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 75000 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 13000 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 75000 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 80000 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 125000 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 50000 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 General Operating Support 500 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 Project Support 33600 Jewish Federation of Cleveland 25701 Science Park Drive Cleveland OH 44122 General Operating Support 6500 Jewish Federation of Delaware 101 Garden of Eden Road Wilmington DE 19803 Project Support 29318 Jewish Federation of Delaware 101 Garden of Eden Road Wilmington DE 19803 Contribution Funding 65000 Jewish Federation of Greater Atlanta 1440 Spring Street NW Atlanta GA 30309 Project Support 20000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 Project Support 50000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 Project Support 250000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 Contribution Funding 400000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 Project Support 125000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 Contribution Funding 1000000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 Project Support 200000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 Contribution Funding 400000 Jewish Funders Network 150 West 30th Street New York NY 10001 Program Support 250000 Jewish Home Life Communities Inc 3150 Howell Mill Road Atlanta GA 30327 General Operating Support 25000 The Jewish Museum 1109 Fifth Avenue New York NY 10128 Project Support 25000 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 500000 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 165875 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 28948 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 71708 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 86470 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 45094 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 36095 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 88720 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 33845 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 43245 Joseph and Florence Mandel Jewish Day School 26500 Shaker Boulevard Beachwood OH 44122 General Operating Support 75000 Journey Center for Safety and Healing PO Box 5466 Cleveland OH 44101 General Operating Support 5000 Junior Achievement of Greater Cleveland Inc 1422 Euclid Avenue Suite 952 Cleveland OH 44115 General Operating Support 1000 Kol Israel Foundation 23215 Commerce Park Drive Beachwood OH 44122 General Operating Support 10000 Legal Aid Society of Cleveland 1223 West Sixth Street Cleveland OH 44113 General Operating Support 1000 Legal Aid Society of Cleveland 1223 West Sixth Street Cleveland OH 44113 General Operating Support 10000 Leonard and Susan Fuchs Mizrachi School 26600 Shaker Blvd Beachwood OH 44122 General Operating Support 75000 Leonard and Susan Fuchs Mizrachi School 26600 Shaker Blvd Beachwood OH 44122 General Operating Support 35000 Mandel Foundation - Israel PO Box 4556 Jerusalem IS 9104402 Annual Operating Support 27903960 Mandel Jewish Community Center of Cleveland 26001 South Woodland Road Beachwood OH 44122 Project Support 150000 Mandel School for Educational Leadership PO Box 10613 Jerusalem IS 9110501 Annual Operating Support 3769688 Mandel School for Educational Leadership PO Box 10613 Jerusalem IS 9110501 Annual Operating Support 7469085 MidTown Cleveland Inc 5000 Euclid Avenue Suite 100 Cleveland OH 44103 General Operating Support 2500 Modern Warrior Live PO Box 5683 Cleveland OH 44101 General Operating Support 10000 Modern Warrior Live PO Box 5683 Cleveland OH 44101 Project Support 10000 Mt Sinai Health Foundation 10501 Euclid Avenue 2nd Floor Cleveland OH 44106 Project Support 1000000 Museum of Contemporary Art Cleveland 11400 Euclid Avenue Cleveland OH 44106 General Operating Support 5000 Music Settlement 11125 Magnolia Drive Cleveland OH 44106 General Operating Support 5000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 General Operating Support 3600 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 General Operating Support 11500 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Endowment Funding 620241 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 General Operating Support 10000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Endowment Funding 6000000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Endowment Funding 119267 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 General Operating Support 1750000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Capital Campaign 1435686 Network for Research in Jewish Education 4613 N University Drive 348 Coral Springs FL 33067 Project Support 25000 Nonprofit Finance Fund 5 Hanover Square 9th Floor New York NY 10004 Project Support 62500 Ohio Foundation of Independent Colleges Inc 250 East Broad Street Suite 1700 Columbus OH 43215 General Operating Support 1500 ORT America Inc 24100 Chagrin Blvd 300 Beachwood OH 44122 Project Support 1000 P E F Israel Endowment Funds Inc 630 3rd Avenue New York NY 10017 Project Support 5000 Park Synagogue 27500 Shaker Blvd Pepper Pike OH 44124 Project Support 10000 Park Synagogue 27500 Shaker Blvd Pepper Pike OH 44124 Project Support 10000 Park Synagogue 27500 Shaker Blvd Pepper Pike OH 44124 Project Support 10000 Partnership for Inner-City Education 18230 Harvard Ave Cleveland OH 44128 Project Support 50000 Philanthropy Ohio 1111 Superior Avenue Suite 1112 Cleveland OH 44114 General Operating Support 5000 Piano Cleveland 20600 Chagrin Boulevard Suite 1110 Shaker Heights OH 44122 General Operating Support 1000 Piano Cleveland 20600 Chagrin Boulevard Suite 1110 Shaker Heights OH 44122 General Operating Support 1000 Piano Cleveland 20600 Chagrin Boulevard Suite 1110 Shaker Heights OH 44122 Project Support 25000 Planned Parenthood of Greater Ohio 206 East State Street Columbus OH 43215 Project Support 1000 Posse Foundation 1555 Poydras Street 470 New Orleans LA 70112 General Operating Support 1000 Pro Bono Publico Foundation PO Box 531024 New Orleans LA 70153 General Operating Support 1000 Providence House 2050 West 32nd Street Cleveland OH 44113 General Operating Support 15000 Rainey Institute 1766 East 55th Street Cleveland OH 44103 General Operating Support 2500 Rainey Institute 1766 East 55th Street Cleveland OH 44103 Capital Campaign 250000 Recovery Resources 3950 Chester Avenue Cleveland OH 44114 General Operating Support 5000 Rock and Roll Hall of Fame and Museum Inc 1100 Rock and Roll Boulevard Cleveland OH 44114 Project Support 25000 The Salvation Army 2507 East 22nd Street Cleveland OH 44115 General Operating Support 15000 The Salvation Army 2507 East 22nd Street Cleveland OH 44115 Project Support 15000 Secure Community Network 350 W Hubbard Street Suite 470 Chicago IL 60654 General Operating Support 2500 Secure Community Network 350 W Hubbard Street Suite 470 Chicago IL 60654 Project Support 1000000 Semach Sedek RIAS 2004 S Green Road Cleveland OH 44121 General Operating Support 3600 Senior Transportation Connection of Cuyahoga Count 4735 West 150 Street Suite A Cleveland OH 44135 General Operating Support 175000 Shoes and Clothes for Kids 3500 Lorain Ave Suite 301 Cleveland OH 44113 General Operating Support 2500 Temple Tifereth Israel 26000 Shaker Boulevard Beachwood OH 44122 Project Support 60000 Temple Tifereth Israel 26000 Shaker Boulevard Beachwood OH 44122 Project Support 60000 The Jewish Federation of Sarasota-Manatee 580 McIntosh Road Sarasota FL 34232 General Operating Support 2500 Tulane University 218 Gibson Hall New Orleans LA 70118 General Operating Support 25000 US Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 General Operating Support 3600 UJA Federation of Jewish Philanthropies of New Yor 130 East 59th Street New York NY 10022 Project Support 25000 United Black Fund of Greater Cleveland Inc 1621 Euclid Avenue Suite 1200 Cleveland OH 44115 General Operating Support 5000 United Jewish Cemeteries 2749 Mayfield Road Cleveland Heights OH 44106 General Operating Support 10000 United Service Organizations Inc PO Box 96860 Washington DC 20077 General Operating Support 1000 United States Committee for UNICEF 125 Maiden Lane New York NY 10038 General Operating Support 1000 University Circle Incorporated 10831 Magnolia Drive Cleveland OH 44106 General Operating Support 10000 University Hospitals Health System 11100 Euclid Avenue Cleveland OH 44106 Project Support 50000 Verb Ballets 3558 Lee Rd Shaker Heights OH 44120 General Operating Support 10000 Verb Ballets 3558 Lee Rd Shaker Heights OH 44120 General Operating Support 5000 Vocational Guidance Services 2239 East 55th Street Cleveland OH 44103 General Operating Support 5000 Weber School 6751 Roswell Road Atlanta GA 30328 Project Support 10000 Western Reserve Fire Museum at Cleveland 310 Carnegie Avenue Cleveland OH 44115 General Operating Support 2000 WNET 825 Eighth Ave New York NY 10019 Project Support 25000 WNET 825 Eighth Ave New York NY 10019 Project Support 25000 Wounded Warrior Project 4899 Belfort Road 300 Jacksonville FL 32256 General Operating Support 1000 Yeshiva Derech Hatorah 1508 Warrensville Center Road Cleveland Heights OH 44121 General Operating Support 25000 Yeshiva Derech Hatorah 1508 Warrensville Center Road Cleveland Heights OH 44121 General Operating Support 50000 Youth Opportunities Unlimited 1255 Euclid Avenue Suite 310 Cleveland OH 44115 General Operating Support 5000 Youth Opportunities Unlimited 1255 Euclid Avenue Suite 310 Cleveland OH 44115 Program Support 250000 Miscellaneous Charities Through Chester Capital 1000 Lakeside Ave E Cleveland OH 44114 General 2002 Miscellaneous Charities Through FIO PE 1000 Lakeside Ave E Cleveland OH 44114 General 1065 Misc Charities Through Foundation Investments 1000 Lakeside Ave E Cleveland OH 44114 General 8988 Miscellaneous Charities Through Lakeside Partners 1000 Lakeside Ave E Cleveland OH 44114 General 2933 Miscellaneous Charities Through Manbro PE I 1000 Lakeside Ave E Cleveland OH 44114 General 1 Miscellaneous Charities Through Manbro PE II 1000 Lakeside Ave E Cleveland OH 44114 General 1 Miscellaneous Charities Through Manbro PE III 1000 Lakeside Ave E Cleveland OH 44114 General 99 Miscellaneous Charities Through Manbro PE IV 1000 Lakeside Ave E Cleveland OH 44114 General 8802 Miscellaneous Charities Through Manbro RE I 1000 Lakeside Ave E Cleveland OH 44114 General 3 Miscellaneous Charities Through Manbro RE II 1000 Lakeside Ave E Cleveland OH 44114 General 1716 Miscellaneous Charities Through Manbro RE III 1000 Lakeside Ave E Cleveland OH 44114 General 433 Miscellaneous Charities Through Manbro RE IV 1000 Lakeside Ave E Cleveland OH 44114 General 18 Misc Charities Through Simon Charitable Private 1000 Lakeside Ave E Cleveland OH 44114 General 580 Rollinbuckeyez Foundation 2119 Brandywine Dr Euclid OH 44143 Program Related Expenses 10000 Recess Cleveland 4806 Hamilton Ave Suite 200 Cleveland OH 44114 Program Related Expenses 10000 Julia De Burgos Cultural Arts Center 2800 Archwood Avenue Cleveland OH 44109 Program Related Expenses 10000 Masjid Bilal of Cleveland 7401 Euclid Ave Cleveland OH 44103 Program Related Expenses 4924 TechBOOM 1623 Starkweather Ave Cleveland OH 44113 Program Related Expenses 2500 Beat the Streets Cleveland 6107 Broadway Ave Cleveland OH 44127 Program Related Expenses 5000 StandUP for Change 7100 Kinsman Rd Cleveland OH 44104 Program Related Expenses 7190 Art of Me Productions 16781 Chagrin Blvd Shaker Heights OH 44120 Program Related Expenses 5000 Men & Women of Central 1942 E 85th St Cleveland OH 44106 Program Related Expenses 5000 Bessie's Angels 17017 Miles Road Cleveland OH 44128 Program Related Expenses 10000 Northwest Neighborhoods 6516 Detroit Ave Ste 1 Cleveland OH 44102 Program Related Expenses 50000 St Clair Superior 6413 St Clair Avenue Cleveland OH 44103 Program Related Expenses 50000 The Griot Project 3486 E 150TH ST CLEVELAND OH 44120 Program Related Expenses 310 75317747 American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 365000 American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 300000 American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 126500 American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 730000 American Academy of Arts & Sciences 136 Irving Street Cambridge MA 02138 Project Support 300000 American Committee for the Weizmann Institute of S 633 Third Avenue New York NY 10017 Program Support 371913 American Committee for the Weizmann Institute of S 633 Third Avenue New York NY 10017 Program Support 390000 Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 Project Support 56928 Chaviva High School 3300 Mayfield Road Cleveland Heights OH 44118 General Operating Support 50000 Chaviva High School 3300 Mayfield Road Cleveland Heights OH 44118 General Operating Support 50000 Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 Endowment Funding 6250000 Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 Endowment Funding 6250000 Cleveland Clinic Foundation 9500 Euclid Avenue Cleveland OH 44195 Endowment Funding 6250000 Cleveland Museum of Art 11150 East Boulevard Cleveland OH 44106 Project Support 45000 Cleveland Museum of Natural History 1 Wade Oval Cleveland OH 44106 Capital Campaign 300000 Cleveland Public Library 325 Superior Avenue Cleveland OH 44114 Capital Campaign 600000 Cleveland Public Library 325 Superior Avenue Cleveland OH 44114 Capital Campaign 600000 Cleveland Public Library 325 Superior Avenue Cleveland OH 44114 Capital Campaign 600000 Cleveland Public Library 325 Superior Avenue Cleveland OH 44114 Capital Campaign 600000 Cleveland Public Library 325 Superior Avenue Cleveland OH 44114 Capital Campaign 600000 Cleveland Public Library Foundation 325 Superior Avenue Cleveland OH 44114 Project Support 97500 Cleveland Public Library Foundation 325 Superior Avenue Cleveland OH 44114 Project Support 97500 Cleveland Public Library Foundation 325 Superior Avenue Cleveland OH 44114 Project Support 55000 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 44115 Program Support 257235 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 44115 Program Support 278235 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 44115 Program Support 361063 Friends of the Israel Antiquities Authority Inc 51 West 52nd Street 32nd Floor New York NY 10019 Capital Campaign 1000000 Friendship Circle of Cleveland 27900 Gates Mills Blvd Pepper Pike OH 44124 Project Support 50000 Friendship Circle of Cleveland 27900 Gates Mills Blvd Pepper Pike OH 44124 Project Support 50000 Jerusalem Foundation Inc 420 Lexington Avenue Suite 1645 New York NY 10170 Capital Campaign 1250000 Jerusalem Foundation Inc 420 Lexington Avenue Suite 1645 New York NY 10170 Capital Campaign 1250000 Jerusalem Foundation Inc 420 Lexington Avenue Suite 1645 New York NY 10170 Capital Campaign 1250000 Jewish Education Center of Cleveland 2030 South Taylor Road Cleveland Heights OH 44118 Project Support 75000 Jewish Funders Network 150 West 30th Street New York NY 10001 Program Support 250000 Jewish Funders Network 150 West 30th Street New York NY 10001 Program Support 250000 Jewish Review of Books Foundation 3091 Mayfield Road Suite 412 Cleveland Heights OH 44118 General Operating Support 400000 Mandel Foundation - Israel PO Box 4556 Jerusalem IS 9104402 Annual Operating Support 53499125 Mandel School for Educational Leadership PO Box 10613 Jerusalem IS 9110501 Annual Operating Support 35000 Mt Sinai Health Foundation 10501 Euclid Avenue 2nd Floor Cleveland OH 44106 Project Support 1000000 Mt Sinai Health Foundation 10501 Euclid Avenue 2nd Floor Cleveland OH 44106 Project Support 1000000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Endowment Funding 7500000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Program Support 2000000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Capital Campaign 3824806 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 General Operating Support 1750000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Endowment Funding 6000000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 General Operating Support 1750000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Endowment Funding 6000000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 Program Support 500000 Musical Arts Association 11001 Euclid Avenue Cleveland OH 44106 General Operating Support 1750000 Nonprofit Finance Fund 5 Hanover Square 9th Floor New York NY 10004 Project Support 62500 Ohio City Incorporated 2525 Market Ave Suite A Cleveland OH 44113 Capital Campaign 2500000 Ohio City Incorporated 2525 Market Ave Suite A Cleveland OH 44113 Capital Campaign 2500000 Partnership for Inner-City Education 18230 Harvard Ave Cleveland OH 44128 Project Support 50000 Secure Community Network 350 W Hubbard Street Suite 470 Chicago IL 60654 Project Support 1000000 124528305 PROGRAM SERVICE REVENUE 14 33037218 14 525990 11243869 18 22454646 OTHER INVESTMENT INCOME 525990 -2806901 14 18049141 8436968 73541005 81977973 false false false false false false false false false false X X 1 MORTON BARBARA MANDEL FAMILY FDN 1000 LAKESIDE AVENUE E CLEVELAND OH 44114 61017346 X NONE 299 CREDIT FINANCE HLDGS LLC 22001 22001 ABLECO LLC 20268 20268 CHESTER CAPITAL LP 100804785 100804785 COURTLAND ASSOCIATES LP 27447 27447 DEERFIELD PRIV DESIGN FD II LP 389385 389385 DELMAN ASSOCIATES LP 20971 20971 EUCLID PARTNERS I LP 23689859 23689859 FARALLON CAPITAL PARTNERS LP 833093 833093 FIO PE LLC 263307859 186962419 FIO RE LLC 37504071 26619921 FOUNDATION INVESTMENTS OF OHIO 933129262 529176557 IRONWOOD MFG FUND - SI II LP 88783 88783 LAKESIDE PARTNERS I LP 32045595 32045595 LONE STAR FUND III (U.S.) LP 0 0 MANBRO ENERGY CORPORATION 475243 384463 MANBRO II LP 37288 37288 MANBRO III LP 0 0 MANBRO PE I LP 654616 419669 MANBRO PE II LP 1404979 915671 MANBRO PE III LLC 14574324 9117351 MANBRO PE IV LLC 226277193 130359910 MANBRO RE I LP 1667 1073 MANBRO RE II LP 3481054 2186866 MANBRO RE III LLC 7473935 4899198 MANBRO RE IV LLC 23860000 14762842 NEW CENTURY HOLDINGS XI LP 274157 274157 PIMCO SHORT TERM 1587477 1587477 RESERVOIR CAP PTNRS (CAYMAN) 346582 346582 SIMON CHARITABLE PRIVATE LLC 924027518 895975442 VANGUARD FIXED INCOME 28245831 28245831 LEGAL FEES 5431 5431 ARTWORK 53303 53303 53303 DEPOSITS 38785 37476 37476 JCRIF LOAN FUND 6675000 3513000 3513000 DONATED ARTWORK TO BE SOLD 63675 63675 63675 NON DEDUCTIBLE EXPENSES 272351 UNREALIZED GAIN/LOSS 231151444 PORTFOLIO DEDUCTIONS 14993 14993 14993 TRUSTEE FEES 10457677 10457677 10457677 OTHER DED. THRU PARTNERSHIPS 27216040 27216040 27216040 MISCELLANEOUS EXPENSES 40744 39224 OFFICE EXPENSE 44678 44941 TRAINING/PROF DEVELOPMENT 5291 5291 INSURANCE 760 760 DUES & SUBSCRIPTIONS 23875 23875 GRADUATE NETWORK EVENTS 117125 85708 ORDINARY INCOME THRU PARTNERSHIPS 2935507 2935507 2935507 RENTAL INCOME THRU PARTNERSHIPS -312553 -312553 -312553 OTHER PORTFOLIO INCOME THRU PARTNERSHIPS 2601584 2601584 2601584 OTHER INCOME THRU PARTNERSHIPS 8553375 8553375 8553375 ROYALTY INCOME THRU PARTNERSHIPS 548452 548452 548452 OTHER ROYALTY INCOME 1442 1442 1442 ADJUST FOR UBTI - NOT TAXABLE -9819528 -9819528 STATE TAX REFUNDS 906489 NET OIL & GAS INCOME -1337 -1337 -1337 CREDIT CARD POINTS REDEMPTION 9281 TAX EXEMPT INCOME 4772754 BOOK/TAX DIFFERENCES 97158149 JCRIF LOAN FUND 6675000 3513000 INTEREST PAYABLE 5592 8672 CONSULTING FEES 1289060 1300423 INDEPENDENT CONTRACTORS 246659 246680 PAYROLL SERVICES 3999 3999 OTHER PROFESSIONAL FEES 502553 462803 DISCOUNTS TAKEN FOR ILLIQUIDITY, RESTRICTIONS, AND LACK OF MARKETABILITY BASED ON VALUATION. AVG FMV OF FOUNDATION INVESTMENTS OF OHIO 1,016,225,246 DISCOUNTED VALUE - FOUNDATION INVESTMENTS OF OHIO -574,746,138 AVG FMV OF SIMON CHARITABLE PRIVATE LLC 977,558,639 DISCOUNTED VALUE - SIMON CHARITABLE PRIVATE LLC -933,742,729 AVG FMV OF MANBRO PE I LP 797,833 DISCOUNTED VALUE - MANBRO PE I LP -509,035 AVG FMV OF MANBRO PE II LP 2,010,534 DISCOUNTED VALUE - MANBRO E II LP -1,309,932 AVG FMV OF MANBRO PE III LP 15,686,791 DISCOUNTED VALUE - MANBRO PE III LP -9,852,509 AVG FMV FIO PE LLC 226,986,073 DISCOUNTED VALUE - FIO PE LLC -161,132,601 AVG FMV MANBRO PE IV LLC 248,260,286 DISCOUNTED VALUE - MANBRO PE IV LLC -143,798,177 AVG FMV MANBRO RE I LP 2,765 DISCOUNTED VALUE - MANBRO RE I LP -1,785 AVG FMV MANBRO RE II LP 3,819,870 DISCOUNTED VALUE - MANBRO RE II LP -2,399,886 AVG FMV MANBRO RE III LP 6,920,828 DISCOUNTED VALUE - MANBRO RE III LP -4,510,690 AVG FMV MANBRO RE IV LP 28,334,212 DIS MORTON BARBARA MANDEL FAMILY FDN 1000 LAKESIDE AVENUE E CLEVELAND OH 44114 FEDERAL & STATE UBIT TAX 12310985 FILING FEES 2000 STATE TAXES THRU PARTNERSHIP 234976 234976 234976 FEDERAL EXCISE TAX 6736725 PAYROLL TAXES 135714 135714 FOUNDATION INVESTMENTS OF OHIO LTD 1000 LAKESIDE AVE E CLEVELAND OH 441141117 341833710 NO TRANSFERS WERE MADE; CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING 0 SIMON CHARITABLE PRIVATE LLC 1000 LAKESIDE AVE E CLEVELAND OH 441141117 203948257 NO TRANSFERS WERE MADE; CONTROLLED ENTITY IS NOT AN EXCESS BUSINESS HOLDING 0