2023-11-14T08:34:46-06:00 2022-12-31 990 2022-01-01 341323646 TREU MART FUND TREU 2165932900 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 BARRY REIS TREASURER 2165932906 2023-11-14 BARRY REIS XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MOZELLE JACKSON 25701 SCIENCE PARK DR CLEVELAND OH 441227302 801869 0 X NONE X 1981 OH TO CARRY OUT THE RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES OF THE CLEVELAND FOUNDATION AND THE JEWISH FEDERATION OF CLEVELAND. 7 7 0 7 0 0 0 0 0 0 688515 434905 21 0 688536 434905 790768 708000 0 0 0 0 0 0 0 91974 100089 882742 808089 -194206 -373184 21567194 17763070 0 0 21567194 17763070 X THE FUND IS INTENDED TO BE USED FOR GENERAL CHARITABLE PURPOSES WHICH ARE IN FURTHERANCE OF THE PURPOSES OF THE CLEVELAND FOUNDATION AND THE JEWISH FEDERATION OF CLEVELAND. WITHIN THIS FRAMEWORK, PREFERENCES WILL BE GIVEN PARTICULARLY TO SUPPORT RESEARCH AND DEMONSTRATION PROJECTS IN THE FIELDS OF HEALTH AND WELFARE, EDUCATION, HOUSING, CULTURAL AFFAIRS, AND OTHER HUMAN SERVICE ACTIVITIES WHOSE WORTHINESS IS OF THE HIGHEST CHARACTER. 0 0 708000 708000 GRANTS TO ORGANIZATIONS MADE TO FURTHER RELIGIOUS,CHARITABLE AND EDUCATIONAL PURPOSES OF THE CLEVELAND FOUNDATION AND THE JEWISH FEDERATION OF CLEVELAND (FEDERATION). 708000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 1 1 1 1 0 0 1 1 1 1 1 0 0 0 OH X MOZELLE JACKSON 2165932900 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 BARRY REIS TREASURER THRU 10/6/2022 0.20 40.00 X 0 269777 40331 MOZELLE JACKSON TREASURER AS OF 10/6/2022 0.20 40.00 X 0 231844 23290 KATHLEEN HALLISSEY SECRETARY 0.20 40.00 X 0 165483 46636 KARI BLUMENTHAL ASSISTANT TREASURER 0.20 40.00 X 0 141856 24732 ANTHONY D GATTUSO ASSISTANT TREASURER 0.20 40.00 X 0 119620 40341 ANN M GARSON ASSISTANT SECRETARY 0.20 40.00 X 0 121140 37656 ARTHUR W TREUHAFT PRESIDENT/TRUSTEE 0.30 X X 0 0 0 J DAVID HELLER V. PRES. & TRUSTEE 0.30 5.50 X X 0 0 0 AMY M MORGENSTERN TRUSTEE 0.10 3.20 X 0 0 0 MARY LOUISE HAHN TRUSTEE 0.10 X 0 0 0 DARA G YANOWITZ TRUSTEE 0.10 2.90 X 0 0 0 ROBYN MINTER SMYERS TRUSTEE 0.10 X 0 0 0 LAURA ALMAZAN TRUSTEE 0.10 X 0 0 0 0 1049720 212986 0 0 1 0 0 101869 101869 700000 366964 333036 333036 333036 434905 0 0 434905 708000 708000 1606 1606 ADMINISTRATIVE FEES 98283 98283 FILING FEE 200 200 808089 708000 100089 0 21567194 17763070 21567194 17763070 0 0 X 21567194 17763070 21567194 17763070 21567194 17763070 X -373184 -3431210 270 X 0 0 0 X X 2 JEWISH FEDERATION OF CLEVELAND 340714445 7 1 150000 0 THE CLEVELAND FOUNDATION 340714588 7 1 100000 0 2 250000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, LINE 6 GRANTS WERE MADE TO OTHER SECTION 501(C)(3) ORGANIZATIONS CLASSIFIED AS PUBLIC CHARITIES WHICH CARRY OUT THE CHARITABLE PURPOSES OF THE FEDERATION AND THE CLEVELAND FOUNDATION (THE SUPPORTED ORGANIZATIONS) IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 509(A)(3)(A). SUCH GRANTS ARE IN FURTHERANCE OF THE SUPPORTED ORGANIZATIONS' CHARITABLE PURPOSES AND CONSTITUTE PERFORMING THE FUNCTION OF THE SUPPORTED ORGANIZATIONS BY SUPPLEMENTING AND ENHANCING THE SUPPORTED ORGANIZATIONS' GRANT MAKING PROGRAMS. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2022, THE FOUNDATION MADE GRANTS TOTALING $458,000 TO CHARITABLE ORGANIZATIONS OTHER THAN THE SUPPORTED ORGANIZATIONS. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE I. ONE OTHER GRANT LESS THAN OR EQUAL TO $5,000 WAS ALSO MADE BY THE FOUNDATION. 0 FEDERATION - POOLED MANAGED MAIN INVESTMENT FUND 16421252 F FEDERATION - POOLED MARKETABLE ALTERNATIVES PROGRAM 1295934 F FEDERATION - MONEY FUND 45884 F 17763070 1 BOBBY TRIPODI FOUNDATION 5905 BRECKSVILLE ROAD INDEPENDENCE OH 44131 341945499 501(C)(3) 15000 0 YOUTH BEREAVEMENT SUMMER CAMPS BURTEN BELL CARR DEVELOPMENT INC 7201 KINSMAN ROAD SUITE 104 CLEVELAND OH 44104 341657533 501(C)(3) 10000 0 PRODUCTION OF FILM ON OUR WATCH CENTER FOR ARTS-INSPIRED LEARNING 10917 MAGNOLIA DRIVE CLEVELAND OH 44106 341241756 501(C)(3) 20000 0 ARTWORKS CITY YEAR INC NATIONAL HEADQUARTERS 287 COLUMBUS AVENUE BOSTON MA 02116 222882549 501(C)(3) 10000 0 CLEVELAND: WHOLE SCHOOL WHOLE CHILD CLEVELAND CENTER FOR ARTS AND TECHNOLOGY 3634 EUCLID AVENUE SUITE 100 CLEVELAND OH 44115 271193704 501(C)(3) 25000 0 EMPOWERING CLEVELAND YOUTH THROUGH THE ARTS CLEVELAND FOUNDATION PO BOX 77051 CLEVELAND OH 44194 340714588 501(C)(3) 100000 0 CLEVELAND EARLY LEARNING SPACES; YOUTH OPPORTUNITIES UNLIMITED: GREATER CLEVELAND CAREER CONSORTIUM, PLANNING AND CAREER EXPLORATION CLEVELAND HEARING AND SPEECH CENTER 11635 EUCLID AVENUE CLEVELAND OH 44106 340714648 501(C)(3) 10000 0 EARLY LANGUAGE & LITERACY FOR CLEVELAND TODDLERS COLLEGE NOW GREATER CLEVELAND INC 1500 WEST 3RD STREET SUITE 125 CLEVELAND OH 44113 346580096 501(C)(3) 20000 0 POSTSECONDARY ADVISING SERVICES AT CLEVELAND METROPOLITAN SCHOOL DISTRICT ESPERANZA INC 3104 WEST 25TH STREET 4TH FLOOR CLEVELAND OH 44109 341403492 501(C)(3) 30000 0 HISPANIC YOUTH PROGRAMMING: CULTURALLY COMPETENT ACADEMIC SERVICES TO SUPPORT GRADUATION OF CLEVELAND METROPOLITAN SCHOOL DISTRICT LATINX STUDENTS FACING HISTORY AND OURSELVES INC NATIONAL HEADQUARTERS 89 SOUTH STREET SUITE 401 BOSTON MA 02111 042761636 501(C)(3) 25000 0 CLEVELAND: CURRENT EVENTS INITIATIVE GREATER CLEVELAND VOLUNTEERS 4415 EUCLID AVENUE SUITE 200 CLEVELAND OH 44103 341356768 501(C)(3) 10000 0 AARP FOUNDATION EXPERIENCE CORPS LITERACY TUTORING JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 340714445 501(C)(3) 150000 0 COMMUNITY SECURITY INITIATIVE; JEWISH FAMILY SERVICE ASSOCIATION: FORWARD FOCUS KARAMU HOUSE INC 2355 EAST 89TH STREET CLEVELAND OH 44106 340714448 501(C)(3) 25000 0 BUILDING ORGANIZATIONAL CAPACITY LUTHERAN METROPOLITAN MINISTRY 4515 SUPERIOR AVENUE CLEVELAND OH 44103 341043756 501(C)(3) 40000 0 DROP-IN CENTER FOR YOUTH EXPERIENCING HOUSING INSECURITY IN CUYAHOGA COUNTY MANUFACTURING ADVOCACY & GROWTH NETWORK INC 1800 EAST 63RD STREET CLEVELAND OH 44103 341455043 501(C)(3) 15000 0 ENGAGING UNDERSERVED YOUTH IN MANUFACTURING MERRICK HOUSE INC 1050 STARKWEATHER AVENUE CLEVELAND OH 44113 340714463 501(C)(3) 15000 0 YOUTH DEVELOPMENT AND LEADERSHIP PROGRAM MILESTONES AUTISM RESOURCES 4853 GALAXY PARKWAY SUITE A WARRENSVILLE HEIGHTS OH 44128 200721205 501(C)(3) 25000 0 EQUITY IN AUTISM DIAGNOSIS AND SUPPORT NAALEH CLEVELAND INC 5010 MAYFIELD ROAD SUITE 306 LYNDHURST OH 44124 822610258 501(C)(3) 15000 0 NAALEH COUNSELING SOLUTIONS PHASTAR CORP 1776 COLUMBUS ROAD CLEVELAND OH 44113 450833007 501(C)(3) 8000 0 EXPANDING LEARNING THROUGH A STUDENT-RUN BUSINESS PROVIDENCE HOUSE INC 2050 WEST 32ND STREET CLEVELAND OH 44113 341336325 501(C)(3) 15000 0 KEEPING KIDS SAFE AND FAMILIES TOGETHER: FAMILY PRESERVATION CRISIS NURSERY SAINT MARTIN DE PORRES HIGH SCHOOL ADVANCEMENT DEPARTMENT 6202 ST CLAIR AVENUE CLEVELAND OH 44103 522401852 501(C)(3) 20000 0 SETTING SAINT MARTIN STUDENTS UP FOR SUCCESS IN SCHOOL AND AT WORK TOWARDS EMPLOYMENT INCORPORATED 1255 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 341578831 501(C)(3) 20000 0 BUILDING ECONOMIC MOBILITY & EQUITY FOR YOUNG ADULTS UNIVERSITY CIRCLE INCORPORATED 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 340823464 501(C)(3) 20000 0 UCI SUMMER PROGRAMS YEAR II: LESSONS LEARNED YOUNG WOMENS CHRISTIAN ASSOCIATION OF CLEVELAND OHIO 4019 PROSPECT AVENUE CLEVELAND OH 44103 340714800 501(C)(3) 25000 0 YWCA EARLY LEARNING CENTER: TRAUMA-INFORMED CHILDHOOD EDUCATION YOUTH OPPORTUNITIES UNLIMITED THE HALLE BUILDING 1228 EUCLID AVENUE STE 200 CLEVELAND OH 44115 341381135 501(C)(3) 35000 0 JOBS FOR OHIO'S GRADUATES (JOG) 25 PART I, LINE 2: GRANTEES ARE GENERALLY REQUIRED TO SIGN AND RETURN A GRANT AWARD LETTER THAT STIPULATES THE TERMS AND CONDITIONS OF THE GRANT INCLUDING HOW THE DOLLARS ARE TO BE SPENT, OVER WHAT PERIOD OF TIME AND REPORTING REQUIREMENTS. THE ORGANIZATION REQUESTS WRITTEN REPORTS FROM ALL GRANTEES WITHIN 6-9 MONTHS OF RECEIVING THE GRANT. IN SELECTED CASES, SITE VISITS ARE CONDUCTED TO MONITOR THE PROGRESS OF FUNDED PROGRAMS. 0 0 0 0 0 0 0 0 0 BARRY REIS TREASURER THRU 10/6/2022 0 256819 0 0 0 12958 0 9205 0 31126 0 310108 0 0 MOZELLE JACKSON TREASURER AS OF 10/6/2022 0 230889 0 0 0 955 0 0 0 23290 0 255134 0 0 KATHLEEN HALLISSEY SECRETARY 0 164024 0 0 0 1459 0 16075 0 30561 0 212119 0 0 KARI BLUMENTHAL ASSISTANT TREASURER 0 141445 0 0 0 411 0 7357 0 17375 0 166588 0 0 ANTHONY D GATTUSO ASSISTANT TREASURER 0 119382 0 0 0 238 0 11166 0 29175 0 159961 0 0 ANN M GARSON ASSISTANT SECRETARY 0 119517 0 0 0 1623 0 6457 0 31199 0 158796 0 0 SCH J, PART I, LINE 3 THE COMPENSATION REPORTED ON SCHEDULE J IS PAID BY THE JEWISH FEDERATION OF CLEVELAND OR THE CLEVELAND FOUNDATION, THE SUPPORTED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 THREE CLASSES OF VOTING MEMBERS:(A) TWO FEDERATION MEMBERS, WHO ARE APPOINTED BY THE JEWISH FEDERATION OF CLEVELAND (FEDERATION) AND (B) TWO FOUNDATION MEMBERS WHO ARE APPOINTED BY THE CLEVELAND FOUNDATION, THE SUPPORTED ORGANIZATIONS (HEREAFTER SUPPORTED ORGANIZATION(S)),REFERRED TO COLLECTIVELY AS THE PUBLIC MEMBERS, AND (C) THREE DONOR MEMBER(S) INDIVIDUALS WHO HAVE IN THE AGGREGATE A MINORITY OF THE MEMBER VOTING POWER. THE PUBLIC MEMBERS HAVE A MAJORITY OF THE VOTING POWER. FORM 990, PART VI, SECTION A, LINE 7A THE PUBLIC MEMBERS ELECT A MAJORITY (4 MEMBERS) OF THE BOARD OF TRUSTEES; THE DONOR MEMBER(S) ELECT A MINORITY (3 MEMBERS) OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MUST APPROVE THE SALE OR OTHER DISPOSITION OF SUBSTANTIALLY ALL OF THE FOUNDATION'S ASSETS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS EMAILED TO EACH OFFICER/TRUSTEE FOR REVIEW BEFORE FILING. FORM 990 IS PREPARED BY THE SUPPORTED ORGANIZATION'S STAFF AND THEN, BEFORE FILING, IS REVIEWED BY THE FOUNDATION'S TREASURER (WHO IS ALSO THE ASSISTANT TREASURER AND CFO OF THE SUPPORTED ORGANIZATION). THE CIRCULATED COPY DOES NOT INCLUDE SCHEDULE B CONTRIBUTORS, IF ANY, OR COMPENSATION PAID BY THE SUPPORTED ORGANIZATION. THIS INFORMATION IS MADE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C EVERY TRUSTEE, OFFICER, BOARD MEMBER, COMMITTEE MEMBER AND EMPLOYEE IN A POSITION TO INFLUENCE, PROVIDE NON-PUBLIC INFORMATION OR VOTE ON FOUNDATION POLICIES OR EXPENDITURES, (A "KEY INDIVIDUAL") IS REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING AND AGREEING TO THE TERMS OF THE CONFLICT OF INTEREST POLICY PRIOR TO EMPLOYMENT OR SERVING ON THE FOUNDATION BOARD OR KEY COMMITTEE. THE CONFLICT OF INTEREST POLICY IS REVIEWED WITH TRUSTEES ANNUALLY AT A FOUNDATION BOARD MEETING. IN ADDITION, ANY NEW KEY INDIVIDUAL IS PROVIDED A COPY OF THE POLICY UPON COMMENCEMENT OF HIS OR HER POSITION AS A KEY INDIVIDUAL AND IS REQUIRED TO SIGN AND DELIVER TO THE FOUNDATION A STATEMENT ACKNOWLEDGING AND AGREEING TO THE TERMS OF THE POLICY. A COPY OF THE POLICY IS SENT ANNUALLY TO ALL KEY INDIVIDUALS. THE FEDERATION (SUPPORTED ORGANIZATION) ENDOWMENT DEPARTMENT PERSONNEL ARE RESPONSIBLE FOR MAINTAINING COPIES OF SIGNED STATEMENTS AND FOLLOWING UP TO ENSURE THAT A STATEMENT IS OBTAINED FROM EACH KEY INDIVIDUAL. THE SECRETARY AND/OR TREASURER OF THE FOUNDATION (WHO ALSO IS CFO AND ASSISTANT TREASURER OF ONE OF THE SUPPORTED ORGANIZATIONS) ARE RESPONSIBLE FOR MONITORING CONFLICT SITUATIONS, IF ANY. IF A BOARD MEMBER HAS AN INTEREST IN A TRANSACTION, HE OR SHE IS REQUIRED TO DISCLOSE AND NOT VOTE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC ROBYN MINTER SMYERS - 6601 EUCLID AVENUE, CLEVELAND, OH 44103. LAURA ALMAZAN - 6601 EUCLID AVENUE, CLEVELAND, OH 44103. KATHLEEN HALLISSEY - 6601 EUCLID AVENUE, CLEVELAND, OH 44103. ANTHONY D. GATTUSO - 6601 EUCLID AVENUE, CLEVELAND, OH 44103. FORM 990, PART XI, LINE 9: REFUND OF PRIOR YEAR GRANTS 270. JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 340714445 GRANTS & ALLOCATIONS FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES OH 501 (A)(1) 7 0 THE CLEVELAND FOUNDATION 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 441152001 340714588 BUILD COMMUNITY ENDOWMENT/ENHANCE QUALITY OF LIFE FOR GREATER CLEVE CITIZENS OH 501 (A)(1) 7 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1