2024-05-14T15:45:23-05:00 2023-06-30 990EZ 2022-07-01 300884987 STANLEY E AND SALLY HARRIS WERTHEIM FAMILY FOUNDATION STAN 2165932900 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 MOZELLE JACKSON TREASURER 2165932906 2024-05-14 MOZELLE JACKSON XXX-XX-XXXX 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X NONE X X 86865 X 43341 329 43195 43341 -146 43524 34000 205 34205 9319 41751 4278 55348 41751 55348 41751 55348 0 0 41751 55348 X FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION") GRANTS TO ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION") 34000 34000 34000 BARRY REIS TREASURER THRU 5/2/23 0.20 0 0 0 MOZELLE JACKSON AST TREAS THRU & TREAS AS OF 5/2/23 0.20 0 0 0 SUSAN WERTHEIM TTEE/PRES AS OF & VP THRU 5/2/23 0.30 0 0 0 CARRIE DILAURO TRUSTEE/VP 0.30 0 0 0 KATHRYN HEXTER TTEE/PRES THRU & VP AS OF 5/2/23 0.30 0 0 0 KARI BLUMENTHAL ASST TREASURER AS OF 5/2/23 0.20 0 0 0 JENNIFER B SCHWARZ TRUSTEE/SECRETARY 0.30 0 0 0 MATTHEW KALIFF TRUSTEE/ASST SECRETARY 0.30 0 0 0 HEDY P MILGROM TRUSTEE 0.10 0 0 0 TIMOTHY WULIGER TRUSTEE 0.10 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OH MOZELLE JACKSON 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 2165932900 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X X 1 JEWISH FEDERATION OF CLEVELAND 340714445 7 1 0 0 1 0 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 IN ACCORDANCE WITH THE REQUIREMENTS OF SECTION 509(A)(3)(A). SUCH GRANTS ARE IN FURTHERANCE OF THE FEDERATION'S CHARITABLE PURPOSES AND CONSTITUTE PERFORMING THE FUNCTION OF THE FEDERATION BY SUPPLEMENTING AND ENHANCING THE FEDERATION'S GRANT MAKING PROGRAM. DURING FISCAL YEAR ENDING 6/30/2023, THE FOUNDATION MADE GRANTS TOTALING $34,000 TO CHARITABLE ORGANIZATIONS OTHER THAN THE SUPPORTED ORGANIZATION. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE O. 4 OTHER GRANTS EACH LESS THAN OR EQUAL TO $5,000, TOTALING $4,000 WERE ALSO MADE BY THE FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: FEDERATION MONEY FUND. AMOUNT: 125. DESCRIPTION: FEDERATION MAIN INVESTMENT FUND. AMOUNT: 190. DESCRIPTION: INTEREST INCOME. AMOUNT: 3. DESCRIPTION: DIVIDEND INCOME. AMOUNT: 11. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 329. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: TRAINING AND EDUCATION SUPPORT. GRANTEE NAME: JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND, GRANTEE NAME: JEWISH FAMILY SERVICE ASSOCIATION OF CLEVELAND,. GRANTEE ADDRESS: 29125 CHAGRIN BLVD. PEPPER PIKE, OH 44122. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL SUPPORT. GRANTEE NAME: SIXTH & I. GRANTEE ADDRESS: 600 I STREET NW WASHINGTON, DC 20001. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: JEWISH ARCHIVES. GRANTEE NAME: WESTERN RESERVE HISTORICAL SOCIETY. GRANTEE ADDRESS: 10825 EAST BLVD CLEVELAND, OH 44106. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 30,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INVESTMENT & ADMIN FEES - FEDERATION. AMOUNT: 155. DESCRIPTION: FILING FEE. AMOUNT: 50. TOTAL TO FORM 990-EZ, LINE 16: 205. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: CHANGES IN UNREALIZED GAIN (LOSS) IN MARKET VALUE OF INVESTMENTS. AMOUNT: 4,278. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.