This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $6,494,857 | $9,467,657 | $7,477,771 | $189,581,658 | $179,044,830 |
| FY2024 | 990 | $7,289,674 | $8,616,593 | $6,277,546 | $189,473,279 | $170,516,337 |
| FY2023 | 990 | $2,656,320 | $9,744,684 | $7,851,180 | $173,642,018 | $159,137,712 |
| FY2022 | 990 | $5,570,433 | $8,906,997 | $7,041,217 | $168,402,020 | $149,810,431 |
| FY2021 | 990 | $29,891,889 | $7,621,780 | $6,047,627 | $191,747,804 | $176,389,359 |
| FY2020 | 990 | $3,569,430 | $7,675,128 | $6,236,739 | $146,528,112 | $136,238,891 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 94% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| JEWISH FEDERATION OF CLEVELANDBEACHWOOD, OH | SEE PART IV | $3,800,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ira C Kaplan | Chair | 8.00 | $0 |
| James A Ratner | Vice-Chair | 2.00 | $0 |
| Beth D Rosenberg | Vice-Chair | 2.00 | $0 |
| J David Heller | Treasurer |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| SEE PART IV |
| $2,525,785 |
| 2022 |
| JEWISH FEDERATION OF CLEVELANDBEACHWOOD, OH | SEE PART IV | $2,495,785 | 2021 |
| Jewish Federation of ClevelandBeachwood, OH | SEE PART IV | $1,995,785 | 2020 |
| Jewish Federation of ClevelandBeachwood, OH | 2024 Campaign for Jewish Needs | $1,800,000 | 2024 |
| Case Western Reserve UniversityCleveland, OH | SEE PART IV | $1,185,000 | 2022 |
| Case Western Reserve UniversityCleveland, OH | Mt. Sinai Fellows in Therapeutic Discovery | $1,000,000 | 2025 |
| METROHEALTHCLEVELAND, OH | SEE PART IV | $900,000 | 2021 |
| CASE WESTERN RESERVE UNIVERSITYCLEVELAND, OH | SEE PART IV | $750,000 | 2023 |
| Tides FoundationSan Francisco, CA | Healthy Democracy Fund | $500,000 | 2024 |
| OHIO WOMEN'S ALLIANCEGAHANNA, OH | SEE PART IV | $500,000 | 2023 |
| Planned Parenthood of Greater OhioCleveland, OH | General Operating Support | $500,000 | 2024 |
| Jewish Federation of ClevelandBeachwood, OH | Israel Emergency Campaign 2023 | $500,000 | 2024 |
| MetroHealth SystemCleveland, OH | Nurse Family Partnership (2025) | $500,000 | 2025 |
| Jewish Federation of ClevelandBeachwood, OH | Campaign for Jewish Needs (2025) | $450,000 | 2025 |
| Jewish Federation of ClevelandBeachwood, OH | Campaign for Jewish Needs (2025) | $450,000 | 2025 |
| Jewish Federation of ClevelandBeachwood, OH | Campaign for Jewish Needs (2025) | $450,000 | 2025 |
| Health Policy Institute of OhioColumbus, OH | Improving the Health and Well-Being of Ohioans Through Informed Policy Decisions (2025-2027) | $450,000 | 2025 |
| Jewish Federation of ClevelandBeachwood, OH | Campaign for Jewish Needs (2025) | $450,000 | 2025 |
| Snr Transportation Connection of CuyahogaCleveland, OH | SEE PART IV | $437,250 | 2020 |
| Cuyahoga CountyCleveland, OH | Cleveland Christian Home Cuyahoga County Launch of the Child Wellness Campus | $400,000 | 2025 |
| The Jewish Federations of North AmericaNew York, NY | SEE PART IV | $320,000 | 2020 |
| United Way of Greater ClevelandCleveland, OH | General Program Support (2025) | $300,000 | 2025 |
| MetroHealth SystemCleveland, OH | SEE PART IV | $300,000 | 2022 |
| MetrohealthCleveland, OH | SEE PART IV | $300,000 | 2023 |
| 2.00 |
| $0 |
| Jeremy A Paris | Secretary | 2.00 | $0 |
| Thomas W Adler | Director | 2.00 | $0 |
| Beth W Brandon | Director | 2.00 | $0 |
| Scott S Cowen | Director | 2.00 | $0 |
| Cheryl L Davis | Director | 2.00 | $0 |
| Peter Golden Jr Md | Director | 2.00 | $0 |
| Stephen Hoffman | Director | 2.00 | $0 |
| Susan Hurwitz | Director | 2.00 | $0 |
| Vickie Johnson | Director | 2.00 | $0 |
| Hallie Bram Kogelschatz | Director | 2.00 | $0 |
| Shlomo Koyfman Md | Director | 2.00 | $0 |
| India Pierce Lee | Director | 2.00 | $0 |
| Mariely Luengo | Director | 2.00 | $0 |
| Darrell L Mcnair | Director | 2.00 | $0 |
| Amy Main Morgenstern | Director | 2.00 | $0 |
| August Napoli | Director | 2.00 | $0 |
| Judge Dan A Polster | Life Director | 2.00 | $0 |
| Susan Ratner | Life Director | 2.00 | $0 |
| Alan Rosskamm | Director | 2.00 | $0 |
| Brad Schlang | Director | 2.00 | $0 |
| Marcy L Schwartz Md | Director | 2.00 | $0 |
| Scott M Simon | Director | 2.00 | $0 |
| Jeanne K Tobin | Director | 2.00 | $0 |
| Mitchell Balk | President | 40.00 | $409,084 |
| Brian Rothstein | Vice President as of 2/25 | 40.00 | $0 |
| Dan Cohn | Vice President until 7/24 | 40.00 | $108,630 |
| Melanie Gavin | Financial Officer | 40.00 | $109,656 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202511279349303866
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202431219349302113
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202321359349307837
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202241339349307864
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202131379349301023
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202011969349305101
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201911359349308926
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201831359349308808
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201711359349304301
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.