2025-11-11T13:11:45-06:00 2024-12-31 990 2024-01-01 341323646 TREU MART FUND TREU 2165932900 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 KARI BLUMENTHAL ASSISTANT TREASURER 2165932906 2025-11-11 0 2024 2025-03-06 01:10:19Z KARI BLUMENTHAL 25701 SCIENCE PARK DR CLEVELAND OH 441227302 1021643 0 X NONE X 1980 OH TO CARRY OUT THE RELIGIOUS, CHARITABLE AND EDUCATIONAL PURPOSES OF THE CLEVELAND FOUNDATION AND THE JEWISH FEDERATION OF CLEVELAND. 7 7 0 9 0 0 0 0 0 0 1194520 611906 0 0 1194520 611906 932350 878000 0 0 0 0 0 0 0 99125 92019 1031475 970019 163045 -358113 19068867 20823853 0 0 19068867 20823853 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 878000 878000 GRANTS TO ORGANIZATIONS MADE TO FURTHER RELIGIOUS,CHARITABLE AND EDUCATIONAL PURPOSES OF THE CLEVELAND FOUNDATION AND THE JEWISH FEDERATION OF CLEVELAND (FEDERATION). 878000 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 ABIGAIL LEVIN 2165932900 25701 SCIENCE PARK DRIVE CLEVELAND OH 441227302 MOZELLE JACKSON TREASURER 0.20 40.00 X 0 288177 52296 KATHLEEN HALLISSEY SECRETARY THRU 6/14/24 0.20 0.00 X 0 194354 48074 ANTHONY D GATTUSO ASSISTANT TREASURER 0.20 0.00 X 0 179587 46913 KARI BLUMENTHAL ASSISTANT TREASURER 0.20 40.00 X 0 154931 28885 AMY SALTZMAN BARASCH ASSISTANT SECRETARY AS OF 6/14/24 0.20 0.20 X 0 87479 20202 COLLEEN MCCAUGHEY SECRETARY AS OF 6/14/24 0.20 X 0 57854 15015 ANN M GARSON ASSISTANT SECRETARY THRU 6/14/24 0.20 40.00 X 0 40974 14421 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 2.70 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 1003356 225806 0 1 1 0 0 144143 144143 877500 409737 467763 467763 467763 611906 0 0 611906 878000 878000 ADMINISTRATIVE FEES 91273 91273 MEETINGS AND EVENTS 546 546 FILING FEE 200 200 970019 878000 92019 0 19068867 20823853 19068867 20823853 0 0 0 0 X 19068867 20823853 19068867 20823853 19068867 20823853 X -358113 2106300 6799 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, 2024, THE FOUNDATION MADE GRANTS TOTALING $688,000 TO CHARITABLE ORGANIZATIONS OTHER THAN THE SUPPORTED ORGANIZATIONS. A LIST OF SUCH GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE I. 0 FEDERATION - POOLED MANAGED MAIN INVESTMENT FUND 20661137 F FEDERATION - MONEY FUND 162716 F 20823853 1 ACHIEVEMENT CENTERS FOR CHILDREN 4255 NORTHFIELD ROAD HIGHLAND HILLS OH 44128 340714766 501(C)(3) 25000 0 FAMILY SUPPORT SERVICES: HELPING CHILDREN THRIVE BEECH BROOK 13201 GRANGER ROAD CLEVELAND OH 44125 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 DEVELOPMENT FOR MARGINALIZED AND UNDERSERVED YOUTH IN CLEVELAND CITY YEAR INC NATIONAL HQTRS 287 COLUMBUS AVENUE BOSTON MA 02116 222882549 501(C)(3) 15000 0 CLEVELAND: WHOLE SCHOOL WHOLE CHILD CLEVELAND FOUNDATION PO BOX 77051 CLEVELAND OH 44194 340714588 501(C)(3) 100000 0 AFFINITY FUNDS CLEVELAND HEARING AND SPEECH CENTER 6001 EUCLID AVENUE CLEVELAND OH 44103 340714648 501(C)(3) 10000 0 PROJECT ELLA COLLEGE NOW GREATER CLEVELAND INC 1500 WEST 3RD STREET SUITE 125 CLEVELAND OH 44113 346580096 501(C)(3) 20000 0 COLLEGE NOW CLEVELAND FOUNDATION TOP SCHOLARS RECRUITMENT 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) 35000 0 CLEVELAND OFFICE: NEXT GENERATION CIVICS INITIATIVE , SPONSORSHIP FOR 25TH ANNIVERSARY EVENT 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. FORWARD FOCUS MANUFACTURING ADVOCACY & GROWTH NETWORK INC 1800 EAST 63RD STREET CLEVELAND OH 44103 341455043 501(C)(3) 10000 0 ENGAGING UNDERSERVED YOUTH IN MANUFACTURING MERRICK HOUSE INC 1050 STARKWEATHER AVENUE CLEVELAND OH 44113 340714463 501(C)(3) 10000 0 EARLY CHILDHOOD EDUCATION PROGRAM EXPANSION & ENRICHMENT PROVIDENCE HOUSE INC 2050 WEST 32ND STREET CLEVELAND OH 44113 341336325 501(C)(3) 10000 0 FAMILY PRESERVATION CRISIS NURSERY RAINEY INSTITUTE 1705 EAST 55TH STREET CLEVELAND OH 44103 346555952 501(C)(3) 10000 0 AFTER-SCHOOL PROGRAM SAINT MARTIN DE PORRES HIGH SCHOOL-ADVANCEMENT DEPT 6202 ST CLAIR AVENUE CLEVELAND OH 44103 522401852 501(C)(3) 10000 0 SETTING STUDENTS UP FOR COLLEGE AND CAREER SUCCESS THE CENTERS 4500 EUCLID AVENUE CLEVELAND OH 44103 237084455 501(C)(3) 25000 0 SCHOOL-BASED BEHAVIORAL HEALTH THERAPY UNIVERSITY CIRCLE INCORPORATED 10831 MAGNOLIA DRIVE CLEVELAND OH 44106 340823464 501(C)(3) 15000 0 COP SCOUTS A PLACE 4 ME COLLABORATIVE 4100 FRANKLIN BLVD CLEVELAND OH 44113 920724183 501(C)(3) 20000 0 YOUTH HOMELESSNESS: NAVIGATION SERVICES ADOPTION NETWORK CLEVELAND 12200 FAIRHILL ROAD FLOOR A3 CLEVELAND OH 44120 341603766 501(C)(3) 25000 0 FAMILY AND YOUTH PROGRAMS ARTS IMPACT INCORPORATED 3311 PERKINS AVENUE SUITE 300 CLEVELAND OH 44114 010573988 501(C)(3) 28000 0 SOCIAL AND EMOTIONAL LEARNING THROUGH THE ARTS BIRTHING BEAUTIFUL COMMUNITIES 3043 SUPERIOR AVENUE CLEVELAND OH 44114 474453278 501(C)(3) 35000 0 PERINATAL DOULA SUPPORT PROGRAM BOYS HOPE GIRLS HOPE 9619 GARFIELD BOULEVARD GARFIELD HEIGHTS OH 44125 341534921 501(C)(3) 20000 0 CURRICULUM DEVELOPMENT AND IMPROVED OUTCOME MEASUREMENT SYSTEMS CLEVELAND BOTANICAL GARDEN 11030 EAST BOULEVARD CLEVELAND OH 44106 340239538 501(C)(3) 10000 0 GREEN CORPS CLEVELAND PUBLIC THEATRE INC 6415 DETROIT AVENUE CLEVELAND OH 44102 341359225 501(C)(3) 10000 0 CLEVELAND ACT NOW (THEATRE EDUCATION IN LMI/PUBLIC HOUSING) COACH SAMS INNER CIRCLE FOUNDATION 23715 MERCANTILE ROAD 217A BEACHWOOD OH 44122 010927220 501(C)(3) 10000 0 AIMING HIGHER: YOUTH LITERACY PROGRAM CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION ADMINISTRATIVE OFFICES 2111 SNOW ROAD PARMA OH 44134 260042432 501(C)(3) 20000 0 SOCIAL EMOTIONAL SUPPORT FOR YOUTH DOBAMA THEATRE INC 2340 LEE ROAD CLEVELAND HEIGHTS OH 44118 340943782 501(C)(3) 20000 0 IMPROVING LITERACY AND SOCIAL EMOTIONAL LEARNING THROUGH DOBAMA'S YOUNG PLAYWRIGHTS' PROGRAM EDUCATIONAL SERVICE CENTER OF NORTHEAST OHIO 6393 OAK TREE BOULEVARD SUITE 300 INDEPENDENCE OH 44131 346000814 501(C)(3) 25000 0 PRE4CLE: PRESCHOOL ENROLLMENT CAMPAIGN FAMILY CONNECTIONS OF NORTHEAST OHIO 11201 SHAKER BOULEVARD SUITE 301 CLEVELAND OH 44104 341696816 501(C)(3) 30000 0 COMMUNITY OUTREACH AND PLAYROOM SUPPORT WITH FAMILY CONNECTIONS FOLUKE CULTURAL ARTS CENTER INC PO BOX 93046 CLEVELAND OH 44101 300158702 501(C)(3) 10000 0 OUT OF SCHOOL TIME ARTS ENRICHMENT PROJECT GIRL SCOUTS OF NORTH EAST OHIO ONE GIRL SCOUT WAY MACEDONIA OH 44056 340726094 501(C)(3) 15000 0 GIRLS' LEADERSHIP DEVELOPMENT IN UNDER-RESOURCED COMMUNITIES GREAT LAKES THEATRE FESTIVAL INC 1501 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 340901212 501(C)(3) 15000 0 SCHOOL RESIDENCY PROGRAMMING NEAR WEST THEATRE INC 6702 DETROIT AVENUE CLEVELAND OH 44102 341881815 501(C)(3) 25000 0 YOUTH ARTS ACCESS NORTHEAST OHIO COALITION FOR THE HOMELESS 3631 PERKINS AVENUE 3A-3 CLEVELAND OH 44114 341590112 501(C)(3) 25000 0 YOUTH OUTREACH SERVICES PLANNED PARENTHOOD OF GREATER OHIO PO BOX 933233 CLEVELAND OH 44193 341015976 501(C)(3) 25000 0 COMPREHENSIVE SEX EDUCATION IN CUYAHOGA COUNTY SEEDS OF LITERACY 3104 W 25TH STREET 3RD FLOOR CLEVELAND OH 44109 200884284 501(C)(3) 25000 0 ADULT BASIC EDUCATION: THE PATH TO OPPORTUNITY SHOES AND CLOTHES FOR KIDS INC 15500 SOUTH WATERLOO ROAD CLEVELAND OH 44110 341554285 501(C)(3) 10000 0 SHOES AND CLOTHES FOR KIDS BUYING & DISTRIBUTION PROGRAM TEACH FOR AMERICA - APPALACHIA & OHIO REGION PO BOX 7410773 CHICAGO IL 60674 133541913 501(C)(3) 15000 0 SUPPORTING STUDENT WELLNESS AND ACADEMIC ACHIEVEMENT IN CLEVELAND 39 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 287013 0 0 0 1164 0 14935 0 37361 0 340473 0 0 KATHLEEN HALLISSEY SECRETARY THRU 6/14/24 0 192607 0 0 0 1747 0 18176 0 29898 0 242428 0 0 ANTHONY D GATTUSO ASSISTANT TREASURER 0 179238 0 0 0 349 0 15380 0 31533 0 226500 0 0 KARI BLUMENTHAL ASSISTANT TREASURER 0 154205 0 0 0 726 0 7992 0 20893 0 183816 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 ASSISTANT TREASURER. 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. A DESIGNATED OFFICER OF THE FOUNDATION IS 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 6,799. 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