2024-11-15T11:39:19-06:00 2023-12-31 990 2023-01-01 341323646 TREU MART FUND TREU 2165932900 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 BARRY REIS TREASURER 2165932906 2024-11-15 0 2023 2024-10-15 13:58:12Z MOZELLE JACKSON 25701 SCIENCE PARK DR CLEVELAND OH 441227302 2406133 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 434905 1194520 0 0 434905 1194520 708000 932350 0 0 0 0 0 0 0 100089 99125 808089 1031475 -373184 163045 17763070 19068867 0 0 17763070 19068867 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 932350 932350 GRANTS TO ORGANIZATIONS MADE TO FURTHER RELIGIOUS,CHARITABLE AND EDUCATIONAL PURPOSES OF THE CLEVELAND FOUNDATION AND THE JEWISH FEDERATION OF CLEVELAND (FEDERATION). 932350 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 MOZELLE JACKSON TREASURER 0.20 40.00 X 0 263260 59060 KATHLEEN HALLISSEY SECRETARY 0.20 40.00 X 0 167806 47912 KARI BLUMENTHAL ASSISTANT TREASURER 0.20 40.00 X 0 151885 26726 ANTHONY D GATTUSO ASSISTANT TREASURER 0.20 40.00 X 0 126866 42109 ANN M GARSON ASSISTANT SECRETARY 0.20 40.00 X 0 126373 41344 ARTHUR W TREUHAFT PRESIDENT/TRUSTEE 0.30 X X 0 0 0 J DAVID HELLER V. PRES. & TRUSTEE 0.30 2.90 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 1.20 X 0 0 0 ROBYN MINTER SMYERS TRUSTEE 0.10 X 0 0 0 LAURA ALMAZAN TRUSTEE 0.10 X 0 0 0 0 836190 217151 0 0 1 0 0 116302 116302 2289831 1211613 1078218 1078218 1078218 1194520 0 0 1194520 932350 932350 ADMINISTRATIVE FEES 98925 98925 FILING FEE 200 200 1031475 932350 99125 0 17763070 19068867 17763070 19068867 0 0 X 17763070 19068867 17763070 19068867 17763070 19068867 X 163045 1142271 481 X 0 0 0 X X 2 JEWISH FEDERATION OF CLEVELAND 340714445 7 1 100000 0 THE CLEVELAND FOUNDATION 340714588 7 1 100000 0 2 200000 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, 2023, THE FOUNDATION MADE GRANTS TOTALING $732,350 TO CHARITABLE ORGANIZATIONS OTHER THAN THE SUPPORTED ORGANIZATIONS. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE I. THREE OTHER GRANTS LESS THAN OR EQUAL TO $5,000 WERE ALSO MADE BY THE FOUNDATION. 0 FEDERATION - POOLED MANAGED MAIN INVESTMENT FUND 18964575 F FEDERATION - MONEY FUND 104292 F 19068867 1 ACHIEVEMENT CENTERS FOR CHILDREN 4255 NORTHFIELD ROAD HIGHLAND HILLS OH 44128 340714766 501(C)(3) 25000 0 EARLY CHILDHOOD MENTAL HEALTH SUPPORT FOR CHILDREN AND ADULTS WITH DISABILITIES BEECH BROOK 3737 LANDER ROAD PEPPER PIKE OH 44124 340714597 501(C)(3) 10000 0 BEECH BROOK FAMILY CENTER PARENTING PROGRAM BOYS & GIRLS CLUBS OF NORTHEAST OHIO PO BOX 72090 295 HUNTINGTON CIRCLE AKRON OH 44307 341856214 501(C)(3) 15000 0 ENHANCING SOCIAL-EMOTIONAL LEARNING AND DEVELOPMENT FOR MARGINALIZED AND UNDERSERVED YOUTH IN CLEVELAND CHILD CARE RESOURCE CENTER OF CUYAHOGA COUNTY 4600 EUCLID AVENUE SUITE 500 CLEVELAND OH 44103 341650004 501(C)(3) 45000 0 BUILDING RESILIENCE IN UNDERSERVED YOUTH CITY CLUB OF CLEVELAND 1317 EUCLID AVENUE SUITE 100 CLEVELAND OH 44115 340144897 501(C)(3) 40000 0 CITY CLUB EDUCATION ENGAGEMENT INITIATIVE CITY YEAR INC NATIONAL HEADQUARTERS 287 COLUMBUS AVENUE BOSTON MA 02116 222882549 501(C)(3) 15000 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 YOUTH THROUGH ARTS-INFUSED PROGRAMMING CLEVELAND FOUNDATION PO BOX 77051 CLEVELAND OH 44194 340714588 501(C)(3) 100000 0 SAY YES CLEVELAND CLEVELAND HEARING AND SPEECH CENTER 11635 EUCLID AVENUE CLEVELAND OH 44106 340714648 501(C)(3) 10000 0 PROJECT ELLA CLEVELAND INSTITUTE OF MUSIC 11021 EAST BOULEVARD CLEVELAND OH 44106 340714600 501(C)(3) 15000 0 CIM'S MUSICAL PATHWAY FELLOWSHIP: ADVANCING RACIAL EQUITY IN CLASSICAL MUSIC CLEVELAND MUNICIPAL SCHOOL DISTRICT TRANSFORMATION ALLIANCE 1240 HURON ROAD E SUITE 400 CLEVELAND OH 44115 462115716 501(C)(3) 20000 0 SCHOOL CHOICE NAVIGATOR FOCUSED IN THE SPANISH SPEAKING COMMUNITY CLEVELAND MUSIC SCHOOL SETTLEMENT 11125 MAGNOLIA DRIVE CLEVELAND OH 44106 340714339 501(C)(3) 25000 0 THE MUSIC SETTLEMENT FY24 GEN OPERATING SUPPORT 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: ENGLISH LANGUAGE ARTS TRAINING & RESOURCES FRIENDS OF BREAKTHROUGH SCHOOLS 3615 SUPERIOR AVE E BLDG 44 SUITE 4403D CLEVELAND OH 44114 204948838 501(C)(3) 20000 0 E PREP CLIFFS SCHOOL SOCIAL AND EMOTIONAL LEARNING PROGRAM GOODS BANK NEO 7550 BITTERN AVENUE CLEVELAND OH 44103 872227026 501(C)(3) 30000 0 GOODS BANK NEO COMMUNITY RESOURCE CENTER 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) 100000 0 COMMUNITY SECURITY INITIATIVE, HOLOCAUST SURVIVORS INITIATIVE LESBIAN GAY BISEXUAL AND TRANSGENDER COMMUNITY CENTER OF GREATER CLEVELAND 6705 DETROIT AVENUE CLEVELAND OH 44102 341190920 501(C)(3) 30000 0 HEALTH AND WELLNESS PROGRAMMING FOR UNDERSERVED LGBTQ+ YOUTH IN GREATER CLEVELAND LINKING EMPLOYMENT ABILITIES & POTENTIAL 2545 LORAIN AVENUE CLEVELAND OH 44113 341369608 501(C)(3) 15000 0 JOB PREPARATION FOR YOUTH WITH DISABILITIES MANUFACTURING ADVOCACY & GROWTH NETWORK INC 1800 EAST 63RD STREET CLEVELAND OH 44103 341455043 501(C)(3) 20000 0 ENGAGING UNDERSERVED YOUTH IN MANUFACTURING MEETING PLACE LEARNING CENTER INC 2636 E 115TH STREET CLEVELAND OH 44104 461178800 501(C)(3) 12000 0 TMPLC OST PROGRAMMING METROHEALTH FOUNDATION INC PO BOX 74107 CLEVELAND OH 44197 346607695 501(C)(3) 26250 0 SUPPORTING CHILDREN WITH ASD FROM SPANISH-SPEAKING HOMES NAALEH CLEVELAND INC 5010 MAYFIELD ROAD SUITE 306 LYNDHURST OH 44124 822610258 501(C)(3) 20000 0 NAALEH COUNSELING SOLUTIONS POSITIVE EDUCATION PROGRAM 3100 EUCLID AVENUE CLEVELAND OH 44115 341127919 501(C)(3) 25000 0 GENERAL SUPPORT IN APPRECIATION FOR HABEEBAH RASHEED GRIMES PROVIDENCE HOUSE INC 2050 WEST 32ND STREET CLEVELAND OH 44113 341336325 501(C)(3) 21000 0 KEEPING KIDS SAFE AND FAMILIES TOGETHER: FAMILY PRESERVATION CRISIS NURSERY RAINEY INSTITUTE 1705 EAST 55TH STREET CLEVELAND OH 44103 346555952 501(C)(3) 10000 0 AFTER-SCHOOL PROGRAM TELOS LEADERSHIP FOUNDATION 9905 AUBURN ROAD CHARDON OH 44024 853927363 501(C)(3) 10000 0 EMERGING LEADERS PROGRAM THE CENTERS 4500 EUCLID AVENUE CLEVELAND OH 44103 237084455 501(C)(3) 30000 0 INTEGRATED HEALTH AND WELLNESS SERVICES THEA BOWMAN CENTER 11901 OAKFIELD AVENUE CLEVELAND OH 44105 522157682 501(C)(3) 18100 0 MT PLEASANT GRADES 1-3 SUMMER LITERACY PROGRAM TOWARDS EMPLOYMENT INCORPORATED 3301 SAINT CLAIR AVENUE CLEVELAND OH 44114 341578831 501(C)(3) 15000 0 ECONOMIC MOBILITY FOR YOUNG ADULTS UNIVERSITY CIRCLE INCORPORATED 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 340823464 501(C)(3) 20000 0 EDUCATIONAL SUMMER PROGRAMMING YOUNG MENS CHRISTIAN ASSOCIATION OF CLEVELAND OHIO INC 1301 E 9TH ST CLEVELAND OH 44114 340714728 501(C)(3) 25000 0 Y ON THE FLY 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) 35 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 MOZELLE JACKSON TREASURER 0 262125 0 0 0 1135 0 14030 0 45030 0 322320 0 0 KATHLEEN HALLISSEY SECRETARY 0 166261 0 0 0 1545 0 16558 0 31354 0 215718 0 0 KARI BLUMENTHAL ASSISTANT TREASURER 0 151324 0 0 0 561 0 7741 0 18985 0 178611 0 0 ANTHONY D GATTUSO ASSISTANT TREASURER 0 126605 0 0 0 261 0 12043 0 30066 0 168975 0 0 ANN M GARSON ASSISTANT SECRETARY 0 123771 0 0 0 2602 0 6714 0 34630 0 167717 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 KATHLEEN HALLISSEY - 6601 EUCLID AVENUE, CLEVELAND, OH 44103. ANTHONY D. GATTUSO - 6601 EUCLID AVENUE, CLEVELAND, OH 44103. ROBYN MINTER SMYERS - 6601 EUCLID AVENUE, CLEVELAND, OH 44103. LAURA ALMAZAN - 6601 EUCLID AVENUE, CLEVELAND, OH 44103. FORM 990, PART XI, LINE 9: REFUND OF PRIOR YEAR GRANTS 481. 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