Instrumentl eFile Render
Object ID: 201903479349100305 - Rendered 2025-01-03
TIN: 23-7218805
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
18
Open to Public Inspection
For calendar year 2018, or tax year beginning
08-01-2018
, and ending
07-31-2019
Name of foundation
THE ALBERT B & AUDREY G RATNER
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
3401 TUTTLE ROAD NO 350
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHAKER HEIGHTS
,
OH
44122
A Employer identification number
23-7218805
B
Telephone number (see instructions)
(440) 345-3686
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
2,905,200
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2,013,200
2
Check
.............
3
Interest on savings and temporary cash investments
48,656
48,656
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
1,751,362
b
Gross sales price for all assets on line 6a
5,043,636
7
Capital gain net income (from Part IV, line 2)
...
5,033,198
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
3,813,218
5,081,854
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
11,364
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24,307
0
24,307
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
35,671
0
24,307
25
Contributions, gifts, grants paid
.......
2,234,312
2,234,312
26
Total expenses and disbursements.
Add lines 24 and 25
2,269,983
0
2,258,619
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
1,543,235
b
Net investment income
(if negative, enter -0-)
5,081,854
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2018)
Form 990-PF (2018)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
2
Savings and temporary cash investments
.........
82,891
2,905,200
2,905,200
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
1,279,074
0
0
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,361,965
2,905,200
2,905,200
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
0
0
28
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
29
Retained earnings, accumulated income, endowment, or other funds
1,361,965
2,905,200
30
Total net assets or fund balances
(see instructions)
.....
1,361,965
2,905,200
31
Total liabilities and net assets/fund balances
(see instructions)
.
1,361,965
2,905,200
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return)
...............
1
1,361,965
2
Enter amount from Part I, line 27a
.....................
2
1,543,235
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
2,905,200
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30
.
6
2,905,200
Form
990-PF
(2018)
Form 990-PF (2018)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
PUBLICLY-TRADED SECURITIES
2018-12-10
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
5,043,636
10,438
5,033,198
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
5,033,198
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
5,033,198
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2017
304,175
2,861,428
0.106302
2016
43,429
2,893,296
0.015010
2015
93,995
2,434,683
0.038607
2014
79,011
1,881,362
0.041997
2013
540,545
1,870,464
0.288990
2
Total
of line 1, column (d)
.....................
2
0.490906
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.098181
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5
......
4
3,425,445
5
Multiply line 4 by line 3
......................
5
336,314
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
50,819
7
Add lines 5 and 6
........................
7
387,133
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,258,619
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2018)
Form 990-PF (2018)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
50,819
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
50,819
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
50,819
6
Credits/Payments:
a
2018 estimated tax payments and 2017 overpayment credited to 2018
6a
7,600
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
7,600
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
43,219
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2019 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
OH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2018)
Form 990-PF (2018)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
RMS INVESTMENT GROUP ATTNBRUCE GE
Telephone no.
(440) 345-3686
Located at
3401 TUTTLE ROAD SUITE 350
SHAKER HEIGHTS
OH
ZIP+4
44122
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2018?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2018?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2018 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2018.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
4b
No
Form
990-PF
(2018)
Form 990-PF (2018)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ALBERT B RATNER
PRESIDENT
1.00
0
0
0
RMS INVESTMENT GROUP 3401 TUTTLE RD
STE 350
SHAKER HEIGHTS
,
OH
44122
AUDREY G RATNER
TRUSTEE
1.00
0
0
0
RMS INVESTMENT GROUP 3401 TUTTLE RD
STE 350
SHAKER HEIGHTS
,
OH
44122
BRIAN RATNER
TRUSTEE/TREASURER
1.00
0
0
0
RMS INVESTMENT GROUP 3401 TUTTLE RD
STE 350
SHAKER HEIGHTS
,
OH
44122
DEBORAH RATNER SALZBERG
SECRETARY/TRUSTEE
1.00
0
0
0
RMS INVESTMENT GROUP 3401 TUTTLE RD
STE 350
SHAKER HEIGHTS
,
OH
44122
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2018)
Form 990-PF (2018)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2018)
Form 990-PF (2018)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations,see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
1,166,939
b
Average of monthly cash balances
.......................
1b
2,310,670
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
3,477,609
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
3,477,609
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
52,164
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
3,425,445
6
Minimum investment return.
Enter 5% of line 5
..................
6
171,272
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
171,272
2a
Tax on investment income for 2018 from Part VI, line 5
......
2a
50,819
b
Income tax for 2018. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
50,819
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
120,453
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
120,453
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
120,453
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
2,258,619
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,258,619
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
50,819
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,207,800
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2018)
Form 990-PF (2018)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2017
(c)
2017
(d)
2018
1
Distributable amount for 2018 from Part XI, line 7
120,453
2
Undistributed income, if any, as of the end of 2018:
a
Enter amount for 2017 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2018:
a
From 2013
......
454,637
b
From 2014
......
c
From 2015
......
d
From 2016
......
e
From 2017
......
168,668
f
Total
of lines 3a through e
........
623,305
4
Qualifying distributions for 2018 from Part
XII, line 4:
$
2,258,619
a
Applied to 2017, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2018 distributable amount
.....
120,453
e
Remaining amount distributed out of corpus
2,138,166
5
Excess distributions carryover applied to 2018.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
2,761,471
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2017. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2018. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2019
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2013 not
applied on line 5 or line 7 (see instructions)
...
454,637
9
Excess distributions carryover to 2019.
Subtract lines 7 and 8 from line 6a
......
2,306,834
10
Analysis of line 9:
a
Excess from 2014
....
b
Excess from 2015
....
c
Excess from 2016
....
d
Excess from 2017
....
168,668
e
Excess from 2018
....
2,138,166
Form
990-PF
(2018)
Form 990-PF (2018)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2018, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2018
(b)
2017
(c)
2016
(d)
2015
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
ALBERT B RATNER
AUDREY G RATNER
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2018)
Form 990-PF (2018)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AIDS TASKFORCE OF GREATER CLEVELAND INC
2920 EUCLID AVENUE
CLEVELAND
,
OH
441152413
N/A
PC
GENERAL & UNRESTRICTED
200
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION INC
225 N MICHIGAN AVENUE
CHICAGO
,
IL
606017562
N/A
PC
GENERAL & UNRESTRICTED
500
AMERICAN CANCER SOCIETY INC
PO BOX 22718
OKLAHOMA CITY
,
OK
731231718
N/A
PC
GENERAL & UNRESTRICTED
100
AMERICAN JEWISH COMMITTEE
165 E 56TH ST
NEW YORK
,
NY
100222709
N/A
PC
2019 ANNUAL CAMPAIGN
10,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 E 42ND STREET SUITE 400
NEW YORK
,
NY
10017
N/A
PC
GENERAL & UNRESTRICTED
1,000
AMUDIM COMMUNITY RESOURCES INC
11 BROADWAY STE 1076
NEW YORK
,
NY
100041303
N/A
PC
GENERAL & UNRESTRICTED
25,000
AMUDIM COMMUNITY RESOURCES INC
11 BROADWAY STE 1076
NEW YORK
,
NY
100041303
N/A
PC
GENERAL & UNRESTRICTED
25,000
ARMY HISTORICAL FOUNDATION INC
2425 WILSON BLVD
ARLINGTON
,
VA
222013876
N/A
PC
GENERAL & UNRESTRICTED
5,000
BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND
4614 PROSPECT AVENUE STE 410
CLEVELAND
,
OH
44103
N/A
PC
GENERAL & UNRESTRICTED
100
CARNEGIE ENDOWMENT FOR INTERNATIONAL PEACE
1779 MASSACHUSETTS AVENUE NW
WASHINGTON
,
DC
200362109
N/A
PC
GENERAL & UNRESTRICTED
25,000
CHAMAH
473 EMPIRE BLVD
BROOKLYN
,
NY
112253217
N/A
PC
GENERAL & UNRESTRICTED
6,000
CITY MISSION
5310 CARNEGIE AVENUE
CLEVELAND
,
OH
441034360
N/A
PC
GENERAL & UNRESTRICTED
500
CITY MUSIC CLEVELAND
2865 FAIRFAX RD
CLEVELAND HTS
,
OH
441184013
N/A
PC
VERDI PERFORMANCE SUPPORT
5,000
CLEVELAND BOTANICAL GARDEN
11030 EAST BLVD
CLEVELAND
,
OH
441061706
N/A
PC
ANNUAL FUND
5,500
CLEVELAND BOTANICAL GARDEN
11030 EAST BLVD
CLEVELAND
,
OH
441061706
N/A
PC
ANNUAL FUND
5,500
CLEVELAND FOUNDATION
1422 EUCLID AVENUE SUITE 1300
CLEVELAND
,
OH
44115
N/A
PC
SAY YES TO CLEVELAND SCHOLARSHIP PROGRAM
50,000
CLEVELAND HEARING AND SPEECH CENTER
11635 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
250
CLEVELAND HILLEL FOUNDATION INC
11303 EUCLID AVENUE
CLEVELAND
,
OH
441061765
N/A
PC
GENERAL & UNRESTRICTED
7,500
CLEVELAND HUNGARIAN DEVELOPMENT PANEL
PO BOX 23234
CHAGRIN FALLS
,
OH
440230234
N/A
PC
PAPRIKA 2019
5,000
CLEVELAND INSTITUTE OF ART
11610 EUCLID AVENUE
CLEVELAND
,
OH
441064349
N/A
PC
GENERAL & UNRESTRICTED
1,000
CLEVELAND INSTITUTE OF MUSIC
11021 EAST BLVD
CLEVELAND
,
OH
441061705
N/A
PC
2018 ANNUAL FUND
50,000
CLEVELAND INSTITUTE OF MUSIC
11021 EAST BLVD
CLEVELAND
,
OH
441061705
N/A
PC
ANNUAL FUND
3,000
CLEVELAND INSTITUTE OF MUSIC
11021 EAST BLVD
CLEVELAND
,
OH
441061705
N/A
PC
ANNUAL FUND
7,000
CLEVELAND INTERNATIONAL FILM FESTIVAL INC
2510 MARKET AVENUE
CLEVELAND
,
OH
441133434
N/A
PC
GENERAL & UNRESTRICTED
10,000
CLEVELAND MARSHALL LAW ALUMNI ASSOCIATION
2121 EUCLID AVENUE 121
CLEVELAND
,
OH
441152214
N/A
PC
MAX RATNER ENDOWED SCHOLARSHIP FUND
4,000
CLEVELAND MUSEUM OF ART
11150 EAST BLVD
CLEVELAND
,
OH
441061711
N/A
PC
ANNUAL FUND
20,000
CLEVELAND MUSEUM OF NATURAL HISTORY
1 WADE OVAL DRIVE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
5,000
CLEVELAND PLAY HOUSE
1901 E 13TH ST STE 200
CLEVELAND
,
OH
441143542
N/A
PC
ANNUAL GALA COPACABANA
3,500
CLEVELAND PUBLIC LIBRARY FOUNDATION
325 SUPERIOR AVE E
CLEVELAND
,
OH
441141205
N/A
PC
GENERAL & UNRESTRICTED
1,000
CLEVELAND RAPE CRISIS CENTER
1228 EUCLID AVE STE 200
CLEVELAND
,
OH
441151827
N/A
PC
GENERAL & UNRESTRICTED
1,000
CLEVELAND SCHOOL OF THE ARTS BOARD OF TRUSTEES
PO BOX 18265
CLEVELAND
,
OH
441180265
N/A
PC
GENERAL & UNRESTRICTED
500
CLEVELAND SOCIETY FOR THE BLIND
1909 E 101ST ST
CEVELAND
,
OH
441064110
N/A
PC
GENERAL & UNRESTRICTED
250
CLEVELAND STATE UNIVERSITY FOUNDATION
2121 EUCLID AVENUE 501
CLEVELAND
,
OH
44115
N/A
PC
CENTER FOR POPULATION DYNAMICS/GOODMAN COLLEGE
75,000
CLEVELAND YENTAS
PO BOX 28
AKRON
,
OH
443090028
N/A
PC
GENERAL & UNRESTRICTED
2,500
COALITION TO SALUTE AMERICAS HEROES FOUNDATION
552 FORT EVANS ROAD SUITE 300
LEESBURG
,
VA
20176
N/A
PC
GENERAL & UNRESTRICTED
100
COAR PEACE MISSION
28700 EUCLID AVENUE
WICKLIFFE
,
OH
440922527
N/A
PC
GENERAL & UNRESTRICTED
2,000
COLONIAL WILLIAMSBURG FOUNDATION
PO BOX 1776
WILLIAMSBURG
,
VA
231871776
N/A
PC
GENERAL & UNRESTRICTED
250
CONGREGATION KOL ARYEH OF LAKEWOOD
521 HOPE CHAPEL ROAD
LAKEWOOD
,
NJ
087011559
N/A
PC
GENERAL & UNRESTRICTED
500
CONSORTIUM OF AFRICAN AMERICAN ORGANIZATIONS
2930 PROSPECT AVENUE STE 207
CLEVELAND
,
OH
441152608
N/A
PC
GENERAL & UNRESTRICTED
5,000
COUNCIL GARDENS
2501 NORTH TAYLOR ROAD
CLEVELAND
,
OH
441181391
N/A
GENERAL & UNRESTRICTED
100
CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION
2111 SNOW ROAD
CLEVELAND
,
OH
441342728
N/A
PC
SARI FELDMAN HONORARY FUND OF THE CUYAHOGA COUNTY
10,000
DALLAS HOLOCAUST MUSEUM
300 N HOUSTON ST
DALLAS
,
TX
752022006
N/A
PC
GENERAL & UNRESTRICTED
25,000
DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER
PO BOX 5466
CLEVELAND
,
OH
44101
N/A
PC
GENERAL & UNRESTRICTED
1,000
EARLY CHILDHOOD ENRICHMENT CENTER INC
19824 SUSSEX ROAD
SHAKER HEIGHTS
,
OH
441224917
N/A
PC
GENERAL & UNRESTRICTED
250
EASTER SEAL SOCIETY OF NORTHEAST OHIO
2173 N RIDGE RD E STE G
LORAIN
,
OH
440553400
N/A
PC
GENERAL & UNRESTRICTED
100
ELIE WIESEL FOUNDATION FOR HUMANITY INC
555 MADISON AVENUE 20TH FL
NEW YORK
,
NY
100223301
N/A
PC
GENERAL & UNRESTRICTED
250
EMMANUEL BAPTIST CHURCH INC
7901 QUINCY AVENUE
CLEVELAND
,
OH
441042135
N/A
PC
GENERAL & UNRESTRICTED
1,000
EZER MIZION INC
5225 NEW UTRECHT AVENUE 3RD FL
BROOKLYN
,
NY
11219
N/A
PC
GENERAL & UNRESTRICTED
100
FISHER HOUSE OF GREATER CLEVELAND INC
PO BOX 1852
CLEVELAND
,
OH
441060052
N/A
PC
GENERAL & UNRESTRICTED
1,000
FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
11200 SW 8TH ST MARC 531
MIAMI
,
FL
33199
N/A
PC
IRV ZELDMAN SCHOLARSHIP
5,000
FRIENDS OF BREAKTHROUGH SCHOOLS
3615 SUPERIOR AVENUE E STE 3013A
CLEVELAND
,
OH
441144131
N/A
PC
GENERAL & UNRESTRICTED
10,000
FRIENDS OF BREAKTHROUGH SCHOOLS
3615 SUPERIOR AVENUE E STE 3013A
CLEVELAND
,
OH
441144131
N/A
PC
GENERAL SUPPORT
10,000
GATHERING PLACE
23300 COMMERCE PARK
BEACHWOOD
,
OH
441225811
N/A
PC
GENERAL & UNRESTRICTED
1,000
GETTING BACK UP
2720 HORSESHOE BLVD
WESTLAKE
,
OH
441453627
N/A
PC
GENERAL & UNRESTRICTED
5,000
GETTING BACK UP
2720 HORSESHOE BLVD
WESTLAKE
,
OH
441453627
N/A
PC
GENERAL & UNRESTRICTED
5,000
GLOBAL AMBASSADORS LANGUAGE ACADEMY
13442 LORAIN AVE
CLEVELAND
,
OH
441113432
N/A
PC
GENERAL & UNRESTRICTED
25,000
GREATER CLEVELAND FOOD BANK INC
15500 S WATERLOO ROAD
CLEVELAND
,
OH
441103800
N/A
PC
HARVEST FOR HUNGER CAMPAIGN
50,000
GROSS SCHECHTER DAY SCHOOL
27601 FAIRMOUNT BLVD
PEPPER PIKE
,
OH
441244614
N/A
PC
ANNUAL FUND
2,500
GROSS SCHECHTER DAY SCHOOL
27601 FAIRMOUNT BLVD
PEPPER PIKE
,
OH
441244614
N/A
PC
ANNUAL FUND
2,500
GROW DAT YOUTH FARM
1 PALM DRIVE
NEW ORLEANS
,
LA
701244608
N/A
PC
GIVE NOLA DAY
500
GUIDING EYES FOR THE BLIND INC
611 GRANITE SPRINGS ROAD
YORKTOWN HTS
,
NY
105983411
N/A
PC
GENERAL & UNRESTRICTED
100
HABITAT FOR HUMANITY INTERNATIONAL INC
2110 WEST 110TH 2ND FL
CLEVELAND
,
OH
441023510
N/A
PC
GENERAL & UNRESTRICTED
1,000
HAWKEN SCHOOL
PO BOX 8002
GATES MILLS
,
OH
440408002
N/A
PC
GENERAL & UNRESTRICTED
2,000
HEARING HEALTH FOUNDATION
363 SEVENTH AVE 10TH FLOOR
NEW YORK
,
NY
100013904
N/A
PC
GENERAL & UNRESTRICTED
500
HEBREW ACADEMY OF CLEVELAND
1860 S TAYLOR ROAD
CLEVELAND HTS
,
OH
441185300
N/A
PC
GENERAL & UNRESTRICTED
40,000
HELP MALAWI
950 MAIN AVE STE 190
CLEVELAND
,
OH
44113
N/A
PC
GENERAL & UNRESTRICTED
1,000
HOLDEN ARBORETUM
9500 SPERRY ROAD
KIRTLAND
,
OH
440945149
N/A
PC
GENERAL & UNRESTRICTED
1,000
HOLOCAUST MEMORIAL FOUNDATION OF ILLINOIS INC
9603 WOODS DRIVE
SKOKIE
,
IL
60077
N/A
PC
GENERAL & UNRESTRICTED
500
HUNGER NETWORK OF GREATER CLEVELAND
614 W SUPERIOR AVE STE 744
CLEVELAND
,
OH
441131306
N/A
PC
GENERAL & UNRESTRICTED
1,000
IDEASTREAM
1375 EUCLID AVENUE
CLEVELAND
,
OH
44115
N/A
PC
GENERAL & UNRESTRICTED
2,500
INDEPENDENT MONTEFIORE SHELTER HOMEHEBREW SHELTER HOME
3659 SOUTH GREEN ROAD
BEACHWOOD
,
OH
44115
N/A
PC
GENERAL & UNRESTRICTED
500
INTERNATIONAL ASSOCIATION OF JEWISH GENEALOGICAL SOCIETIES INC
1800 BEN FRANKLIN DRIVE NO A1002
SARASOTA
,
FL
342362366
N/A
PC
GENERAL & UNRESTRICTED
2,500
ISRAEL GUIDE DOG CENTER FOR THE BLIND
968 EASTON RD STE H
WARRINGTON
,
PA
189761875
N/A
PC
GENERAL & UNRESTRICTED
1,000
JBI INTERNATIONAL INC
110 EAST 30TH STREET
NEW YORK
,
NY
100167393
N/A
PC
GENERAL & UNRESTRICTED
1,000
JEWISH FAMILY & CHILDRENS SERVICES
2150 POST ST
SAN FRANCISCO
,
CA
941153508
N/A
GENERAL & UNRESTRICTED
250
JEWISH FEDERATION OF CLEVELAND
35701 SCIENCE PARK DRIVE
CLEVELAND
,
OH
441227302
N/A
PC
COMMUNITY SECURITY INITIATIVE AND STEPHEN H. HOFFMAN SCHOLARSHIP FUND
30,000
JEWISH LEARNING CONNECTION INC
2195 S GREEN ROAD
CLEVELAND
,
OH
441213313
N/A
PC
GENERAL & UNRESTRICTED
10,000
JEWISH LEARNING CONNECTION INC
2195 S GREEN ROAD
CLEVELAND
,
OH
441213313
N/A
PC
GENERAL SUPPORT
10,000
JOHN CARROLL UNIVERSITY
1 JOHN CARROLL BLVD
UNIVERSITY HTS
,
OH
441184538
N/A
PC
GENERAL & UNRESTRICTED
1,000
JOHNS HOPKINS UNIVERSITY
100 NORTH CHARLES STREET STE 401-A
BALTIMORE
,
MD
21201
N/A
PC
DR. DAVID S. ZEE, MD PROFESSORSHIP
5,000
JOSEPH & FLORENCE MANDEL JEWISH DAY SCHOOL
26500 SHAKER BLVD
BEACHWOOD
,
OH
441227116
N/A
PC
CAPITAL CAMPAIGN FOR RENOVATION
50,000
KENT STATE UNIVERSITY FOUNDATION
PO BOX 5190
KENT
,
OH
442420001
N/A
PC
GENERAL & UNRESTRICTED
250
KOLLEL YCM
2573 LARCHMONT ROAD
BEACHWOOD
,
OH
441221515
N/A
PC
GENERAL & UNRESTRICTED
1,000
KYM SELLERS FOUNDATION
13815 KINSMAN ROAD
CLEVELAND
,
OH
441204417
N/A
PC
GENERAL & UNRESTRICTED
1,500
LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDATION
25701 SCIENCE PARK DRIVE
CLEVELAND
,
OH
441227302
N/A
PC
GENERAL & UNRESTRICTED
6,500
LAURA AND ALVIN SIEGAL COLLEGE OF JUDAIC STUDIES EDUCATIONAL FOUNDATION
25701 SCIENCE PARK DRIVE
CLEVELAND
,
OH
441227302
N/A
PC
ANNUAL FUNMD
6,500
LEONARD AND SUSAN FUCHS MIZRACHI SCHOOL
26600 SHAKER BLVD
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
10,000
LIBERIA ECONOMIC DEVELOPMENT INITIATIVE CORPORATION
PO BOX 14037
CLEVELAND
,
OH
441140037
N/A
PC
GENERAL & UNRESTRICTED
2,500
LITERACY COOPERATIVE OF GREATER CLEVELAND
1331 EUCLID AVE
CLEVELAND
,
OH
441151819
N/A
PC
CLE-BEE CORPORATE SPELLING BEE
1,000
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVE
CHICAGO
,
IL
60611
N/A
PC
ANNUAL FUND
5,000
LOYOLA UNIVERSITY OF CHICAGO
820 M MICHIGAN AVE
CHICAGO
,
IL
60611
N/A
PC
ANNUAL FUND
5,000
MALACHI HOUSE INC
2810 CLINTON AVE
CLEVELAND
,
OH
441132939
N/A
PC
GENERAL & UNRESTRICTED
250
MALTZ MUSEUM OF JEWISH HERITAGE
2929 RICHMOND ROAD
BEACHWOOD
,
OH
44122
N/A
PC
MALTZ HERITAGE AWARD DINNER
22,500
MARCH OF DIMES FOUNDATION
5425 WARNER ROAD STE 10
CLEVELAND
,
OH
44124
N/A
PC
GENERAL & UNRESTRICTED
100
MATAN B SAYSER INC
1928 JANETTE AVE
CLEVELAND HTS
,
OH
441182220
N/A
GENERAL & UNRESTRICTED
15,000
METROHEALTH FOUNDATION INC
2500 METROHEALTH DRIVE
CLEVELAND
,
OH
441091998
N/A
PC
FOR ALL OF US CAMPAIGN
10,000
MICHIGAN STATE UNIVERSITY
SPARTAN WAY 535 CHESTNUT ROAD RM
300
EAST LANSING
,
MI
488241005
N/A
PC
GENERAL & UNRESTRICTED
50,000
MONTEFIORE FOUNDATION
1 DAVID N MEYERS PKY
BEACHWOOD
,
OH
44122
N/A
PC
SHINING STAR CLE 2018
4,000
MOTHERS AGAINST DRUNK DRIVING
511 E JOHN CARPENTER FREEWAY STE 70
IRVING
,
TX
75062
N/A
PC
GENERAL & UNRESTRICTED
2,500
MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA INC
375 KINGS HWY N
CHERRY HILL
,
NJ
080341013
N/A
PC
GENERAL & UNRESTRICTED
250
MUSICAL THEATER PROJECT
5755 GRANGER ROAD STE 830
INDEPENDENCE
,
OH
441311460
N/A
PC
GENERAL & UNRESTRICTED
500
MUSSAR INSTITUTE
1025 GATEWAY BLVD STE 303 318
BOYNTON BEACH
,
FL
334268348
N/A
PC
GENERAL & UNRESTRICTED
200
NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND INC
901 E ST NW STE 100
WASHINGTON
,
DC
200042025
N/A
PC
GENERAL & UNRESTRICTED
250
NEAR WEST THEATRE
6702 DETROIT AVE
CLEVELAND
,
OH
441023018
N/A
PC
GENERAL & UNRESTRICTED
2,500
NEGEV FOUNDATION
2121 S GREEN RD STE 210
SOUTH EUCLID
,
OH
441213318
N/A
PC
GENERAL & UNRESTRICTED
3,000
NF FORWARD
1074 WOODWARD AVE
DETROIT
,
MI
482261906
N/A
PC
ANNUAL BENEFIT
13,000
NORTH COAST COMMUNITY HOMES INC
14221 BROADWAY AVE
CLEVELAND
,
OH
441251953
N/A
PC
GENERAL & UNRESTRICTED
100
NORTHERN OHIO BRANCH OF THE ORTON DYSLEXIA SOCIETY
15514 DETROIT AVE
LAKEWOOD
,
OH
441073832
N/A
PC
GENERAL & UNRESTRICTED
3,000
NORTHERN OHIO CHILDRENS PERFORMING MUSIC FOUNDATION INC
3600 BIDDULPH AVE STE A
CLEVELAND
,
OH
44109
N/A
PC
GENERAL & UNRESTRICTED
100
OFEQ INSTITUTE INC
28772 JOHNSON DRIVE
WICKLIFFE
,
OH
440922652
N/A
PC
GENERAL & UNRESTRICTED
12,500
OHIO CANCER RESEARCH ASSOCIATES
85 E GAY ST STE 700
COLUMBUS
,
OH
432153118
N/A
PC
GENERAL & UNRESTRICTED
5,000
OLIVET INSTITUTIONAL BAPTIST CHURCH
8712-14 QUINCY AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
1,000
OPEN BOOKS LTD
651 W LAKE ST
CHICAGO
,
IL
606611012
N/A
GENERAL & UNRESTRICTED
10,000
PARK SYNAGOGUE
27500 SHAKER BOULEVARD
CLEVELAND
,
OH
44124
N/A
PC
GENERAL & UNRESTRICTED
1,000
PARK SYNAGOGUE
27500 SHAKER BOULEVARD
CLEVELAND
,
OH
44124
N/A
PC
CROWN SOCIETY
50,000
PARK SYNAGOGUE
27500 SHAKER BOULEVARD
CLEVELAND
,
OH
44124
N/A
PC
PARK150
10,000
PIANO INTERNATIONAL ASSOCIATION OF NORTHERN OHIO
20600 CHAGRIN BLVD STE 1110
SHAKER HEIGHTS
,
OH
44122
N/A
PC
ENCORE GALA
2,240
PLANETARY STUDIES FOUNDATION LTD
10 WINTERWOOD LN STE B
GALENA
,
IL
610369283
N/A
PC
GENERAL & UNRESTRICTED
1,000
PLAYHOUSE SQUARE FOUNDATION
1501 EUCLID AVE SUITE 200
CLEVELAND
,
OH
441152108
N/A
ANNUAL FUND
2,200
PLAYHOUSE SQUARE FOUNDATION
1501 EUCLID AVE SUITE 200
CLEVELAND
,
OH
441152108
N/A
PC
GENERAL & UNRESTRICTED
2,200
PM FOUNDATION INC
4909 LORAIN AVE
CLEVELAND
,
OH
441023353
N/A
PC
GENERAL & UNRESTRICTED
5,000
PROVIDENCE HOUSE INC
2050 W 32ND ST
CLEVELAND
,
OH
441134018
N/A
PC
GENERAL & UNRESTRICTED
500
REACHING HEIGHTS CLEVELAND HEIGHTS - UNIVERSITY HEIGHTS PUBLIC SCHOOLS
2843 WASHINGTON BLVD
CLEVELAND HTS
,
OH
441182009
N/A
PC
GENERAL & UNRESTRICTED
1,000
ROCK AND ROLL HALL OF FAME AND MUSEUM INC
1100 ROCK AND ROLL BLVD
CLEVELAND
,
OH
441141023
N/A
PC
ANNUAL FUND
20,000
ROCKY RIVER UNITED METHODIST CHURCH
19414 DETROIT ROAD
ROCKY RIVER
,
OH
44116
N/A
PC
GENERAL & UNRESTRICTED
1,000
SCULPTURE CENTER
1834 E 123RD ST
CLEVELAND
,
OH
441061910
N/A
PC
GENERAL & UNRESTRICTED
250
SERENITY-COVENANT HOUSE
3685 LEE ROAD
SHAKER HEIGHTS
,
OH
441205108
N/A
PC
GENERAL & UNRESTRICTED
100
SHABBOS PROJECT CLEVELAND INC
23534 RAANCH RD
BEACHWOOD
,
OH
441221528
N/A
PC
GENERAL & UNRESTRICTED
5,000
SHAKER LAKES REGIONAL NATURE CENTER
2600 S PARK BLVD
CLEVELAND
,
OH
441201668
N/A
PC
HIKE AND RUN RACE EVENT
5,000
SHOES AND CLOTHES FOR KIDS INC
3500 LORAIN AVE STE 301
CLEVELAND
,
OH
441133726
N/A
PC
GENERAL & UNRESTRICTED
5,000
SMITHSONIAN INSTITUTION
PO BOX 37012
WASHINGTON
,
DC
20013
N/A
PC
GENERAL & UNRESTRICTED
1,000
SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY
PO BOX 96832
WASHINGTON
,
DC
20090
N/A
PC
GENERAL & UNRESTRICTED
1,000
SOLOMON SCHECHTER SCHOOL OF MANHATTAN
805 COLUMBUS AVENUE
NEW YORK
,
NY
100255966
N/A
PC
GENERAL & UNRESTRICTED
5,000
SPECIAL OLYMPICS OHIO INC
3303 WINCHESTER PIKE
COLUMBUS
,
OH
432325565
N/A
PC
GENERAL & UNRESTRICTED
200
ST IGNATIUS HIGH SCHOOL OF CLEVELAND
1911 W 30TH STREET
CLEVELAND
,
OH
441133401
N/A
PC
GENERAL & UNRESTRICTED
1,000
ST JOSEPH ACADEMY
3470 ROCKY RIVER DRIVE
CLEVELAND
,
OH
441112937
N/A
PC
GENERAL & UNRESTRICTED
1,000
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
262 DANNY THOMAS PL
MEMPHIS
,
TN
381053678
N/A
PC
GENERAL & UNRESTRICTED
1,000
ST VINCENT CHARITY DEVELOPMENT FOUNDATION
6935 TREELINE DR STE J
BRECKSVILLE
,
OH
441413375
N/A
PC
GENERAL & UNRESTRICTED
10,000
YESH TIKVAH
C/O S KAPLAN 3238 BELVOIR BLVD
BEACHWOOD
,
OH
44122
N/A
PC
GENERAL & UNRESTRICTED
1,000
THE CLEVELAND ANIMAL PROTECTIVE LEAGUE
1729 WILLEY AVE
CLEVELAND
,
OH
441134302
N/A
PC
GENERAL & UNRESTRICTED
100
THE MUSICAL ARTS ASSOCIATION
11001 EUCLID AVENUE
CLEVELAND
,
OH
44106
N/A
PC
GENERAL OPERATING FUND
1,000,000
THE RATNER SCHOOL
27575 SHAKER BLVD
PEPPER PIKE
,
OH
44124
N/A
PC
GENERAL & UNRESTRICTED
44,000
THE RATNER SCHOOL
27575 SHAKER BLVD
PEPPER PIKE
,
OH
44124
N/A
PC
FUND A NEED
10,000
THE SALVATION ARMY - GREATER CLEVELAND
PO BOX 6538
CLEVELAND
,
OH
441011538
N/A
PC
CAPITAL CAMPAIGN
20,000
TIGER HAVEN
237 HARVEY ROAD
KINGSTON
,
TN
377635448
N/A
PC
GENERAL & UNRESTRICTED
250
TORAH HIGH OF CLEVELAND
3596 SEVERN RD
CLEVELAND
,
OH
441181948
N/A
PC
GENERAL & UNRESTRICTED
200
TORAH RELIEF SOCIETY INC
1540 ROUTE 202 STE 2
POMONA
,
NY
109702922
N/A
PC
GENERAL & UNRESTRICTED
250
UNITED NEGRO COLLEGE FUND INC
1805 7TH STREET NW
WASHINGTON
,
DC
20001
N/A
PC
GENERAL & UNRESTRICTED
1,000
UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM
120 BROADWAY STE 1540
NEW YORK
,
NY
10271
N/A
PC
GENERAL & UNRESTRICTED
372
UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVE
CLEVELAND
,
OH
441151854
N/A
PC
GENERAL & UNRESTRICTED
105,000
UNIVERSITY CIRCLE UNITED METHODIST CHURCH
1919 E 107TH STREET
CLEVELAND
,
OH
44106
N/A
PC
GENERAL & UNRESTRICTED
1,000
UNIVERSITY OF ILLINOIS FOUNDATION
1305 WEST GREEN STREET MC-386
URBANA
,
IL
61801
N/A
PC
GRACE SIMS HOLT FUND
500
URSULINE SISTERS OF CLEVELAND
2600 LANDER ROAD
PEPPER PIKE
,
OH
441244396
N/A
PC
GENERAL & UNRESTRICTED
12,500
URSULINE SISTERS OF CLEVELAND
2600 LANDER ROAD
PEPPER PIKE
,
OH
441244396
N/A
PC
GENERAL & UNRESTRICTED
12,500
VALUES IN ACTION FOUNDATION
6700 BETA DRIVE STE 120
MAYFIELD
,
OH
44143
N/A
PC
2019 CELEBRATION OF GOODNESS
10,000
WEST SIDE ECUMENICAL MINISTRY
5209 DETROIT AVE
CLEVELAND
,
OH
44102
N/A
PC
GENERAL & UNRESTRICTED
1,000
WISCONSIN INSTITUTE FOR TORAH STUDY
3288 N LAKE DRIVE
MILWAUKEE
,
WI
532113124
N/A
PC
GENERAL & UNRESTRICTED
300
WORKMENS CIRCLE EDUCATIONAL CENTER
3833 NORTHWOOD RD
UNIVERSITY HTS
,
OH
441183739
N/A
PC
GENERAL & UNRESTRICTED
1,500
YAVNE TEACHERS COLLEGE FOR WOMEN
2602 BISHOP ROAD
WICKLIFFE
,
OH
440922642
N/A
PC
GENERAL & UNRESTRICTED
1,000
YOUTH OPPORTUNITIES UNLIMITED
1361 EUCLID AVENUE
CLEVELAND
,
OH
44115
N/A
PC
GENERAL & UNRESTRICTED
250
Total
.................................
3a
2,234,312
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2018)
Form 990-PF (2018)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
48,656
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
1,751,362
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
1,800,018
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,800,018
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2018)
Form 990-PF (2018)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2018)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description