Nonprofit · EIN 34-0714588
THE CLEVELAND FOUNDATION
Also known as HINES MEMORIAL FUND
Tax-exempt · CLEVELAND, OH 44103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $302,815,178 | $222,320,279 | $80,494,899 | $3,285,560,340 | $415,731,622 | $2,869,828,718 |
| December 31, 2023 | 990 | $370,353,894 | $185,847,869 | $184,506,025 | $2,940,696,456 | $361,876,562 | $2,578,819,894 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $174,691,493
- of which government grants
- $45,594,653
- Program service revenue
- $429,684
- Investment income
- $126,933,834
- Net gain from sales of assets
- $67,555,692
- Other revenue
- $760,167
Expenses
- Grants and similar amounts paid
- $190,667,043
- Compensation of officers, directors and key employees
- $3,536,448
- Other salaries and wages
- $6,386,297
- Salaries, compensation and benefits (total)
- $14,357,572
- Professional fundraising fees
- $0
- Legal fees
- $345,941
- Accounting fees
- $242,875
- Occupancy
- $654,948
- Travel
- $98,197
- Depreciation
- $1,200,240
- Program services (functional)
- $200,637,681
- Management and general (functional)
- $14,792,667
- Fundraising (functional)
- $6,889,931
Balance sheet and other
- Total assets, start of year
- $2,940,696,456
- Total assets, end of year
- $3,285,560,340
- Total liabilities, end of year
- $415,731,622
- Net assets, end of year
- $2,869,828,718
- Land, buildings and equipment
- $38,426,943
- Publicly traded securities
- $1,006,043,454
- Net assets without donor restrictions
- $1,507,275,505
- Net assets with donor restrictions
- $1,362,553,213
- Gross unrelated business income
- -$916,761
- Gross receipts
- $1,352,722,125
- Employees
- 109
- Volunteers
- 80
- Year formed
- 1914
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LILLIAN KURI | PRESIDENT & CEO Officer | 60 | $595,261 | $54,537 |
| ROSANNE POTTER | CHIEF GROWTH OFFICER/CFO Officer | 50 | $406,589 | $71,142 |
| LETA OBERTACZ | SENIOR VICE PRESIDENT Officer | 50 | $279,803 | $48,941 |
| GINGER MLAKAR | SENIOR VICE PRESENT/GENERAL COUNSEL Officer | 50 | $247,853 | $56,466 |
| HELEN WILLIAMS | VICE PRESIDENT Highest-paid employee | 50 | $227,783 | $43,659 |
| COLETTE JONES | CHIEF MARKETING OFFICER Officer | 50 | $234,197 | $36,727 |
| LEON WILSON | CHIEF TECHNOLOGY&INFORMATION OFFICER Officer | 50 | $222,863 | $47,956 |
| KATHLEEN HALLISSEY | VICE PRESIDENT Highest-paid employee | 50 | $194,354 | $48,074 |
| KATHY PARKER | VICE PRESIDENT (EFF.10/1/24) Officer | 50 | $187,870 | $40,884 |
| ANTHONY GATTUSO | VICE PRESIDENT/TREASURER(EFF.10/1/24) Officer | 50 | $179,587 | $46,913 |
| LESLIE A DUNFORD | VICE PRESIDENT Officer | 50 | $180,832 | $37,961 |
| TERRI EASON | SR.DIRECTOR-PHILANTHROPY EQUITY INITIATIVES Highest-paid employee | 50 | $170,255 | $45,016 |
| KEVIN SCANLON | DIRECTOR, IT SYSTEMS AND INFORMATION Highest-paid employee | 50 | $163,407 | $49,757 |
| KEISHA GONZALEZ | SENIOR PROGRAM DIRECTOR Highest-paid employee | 50 | $169,502 | $42,714 |
| VICTOR BARBALATO | VICE PRESIDENT (EFF.4/1/24) Officer | 50 | $156,428 | $25,802 |
18 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIELLE HANNA | VICE PRESIDENT (4/1-10/4/24) Officer | 50 | $128,064 | $37,783 |
| MONICA BROWN | VICE PRESIDENT (FORMER OFFICER) Former | 50 | $116,978 | $0 |
| COURTNEY LEHMANN | CORPORATE SECRETARY Officer | 50 | $77,574 | $17,436 |
| CONNIE HILL-JOHNSON | CHAIRMAN AND DIRECTOR Trustee or director, Officer | 4 | $0 | $0 |
| RANDELL MCSHEPARD | VICE CHAIR AND DIRECTOR(EFF.4/1/24) Trustee or director, Officer | 2 | $0 | $0 |
| RONALD ADRINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRED BIDWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CARRIE CARPENTER | DIRECTOR (VICE CHAIR UNTIL 3/31/24) Trustee or director, Officer | 2 | $0 | $0 |
| MARGOT COPELAND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHLEEN FERRY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REVDRROBIN HEDGEMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID HELLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAREY JAROS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEWART KOHL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RONALD RATNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIA SPANGLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD STOVSKY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GRAHAM VEYSEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended December 31, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RONALD RICHARD | PRESIDENT & CEO (THRU 7/31/23) Officer | 60 | $524,315 | $59,378 |
| LILLIAN KURI | PRESIDENT & CEO (EFF.8/1/23) Officer | 60 | $433,391 | $50,024 |
| ROSANNE POTTER | CHIEF GROWTH OFFICER/CFO/TREASURER Officer | 50 | $358,115 | $62,541 |
| LETA OBERTACZ | SENIOR VICE PRESIDENT Officer | 50 | $293,568 | $28,504 |
| GINGER MLAKAR | SENIOR VICE PRESENT/GENERAL COUNSEL Officer | 50 | $217,242 | $51,600 |
| MONICA BROWN | VICE PRESIDENT (THUR 10/2/23) Officer | 50 | $233,826 | $30,912 |
| HELEN WILLIAMS | VICE PRESIDENT Highest-paid employee | 50 | $219,848 | $43,178 |
| LEON WILSON | CHIEF TECHNOLOGY&INFORMATION OFFICER Officer | 50 | $215,724 | $44,863 |
| COLETTE JONES | CHIEF MARKETING OFFICER Officer | 50 | $226,226 | $31,513 |
| DALE ANGLIN | VICE PRESIDENT-PROGRAM Highest-paid employee | 50 | $203,996 | $31,494 |
| KATHY PARKER | VICE PRESIDENT & CONTROLLER Highest-paid employee | 50 | $177,864 | $41,809 |
| LESLIE A DUNFORD | VICE PRESIDENT Officer | 50 | $179,247 | $38,862 |
| KATHLEEN HALLISSEY | SENIOR PROGRAM DIRECTOR Highest-paid employee | 50 | $167,807 | $47,912 |
| TERRI EASON | SR.DIRECTOR-PHILANTHROPY EQUITY INITIATIVES Highest-paid employee | 50 | $163,455 | $46,210 |
| MEGAN WILSON | CORPORATE SECRETARY (THUR 9/30/23) Officer | 50 | $110,775 | $19,907 |
| COURTNEY LEHMANN | CORPORATE SECRETARY (EFF 10/1/23)) Officer | 50 | $65,986 | $15,901 |
| INDIA LEE | SENIOR VICE PRESIDENT (THUR 3/2/23) Officer | 50 | $61,472 | $10,992 |
| CONNIE HILL-JOHNSON | CHAIRMAN AND DIRECTOR Trustee or director, Officer | 4 | $0 | $0 |
| CARRIE CARPENTER | VICE CHAIR AND DIRECTOR Trustee or director, Officer | 2 | $0 | $0 |
| RONALD ADRINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| FRED BIDWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARGOT COPELAND | DIRECTOR Trustee or director | 2 | $0 | $0 |
| KATHLEEN FERRY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REVDRROBIN HEDGEMAN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID HELLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CAREY JAROS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| STEWART KOHL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RANDELL MCSHEPARD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RONALD RATNER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARIA SPANGLER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| RICHARD STOVSKY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| GRAHAM VEYSEY | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6601 EUCLID AVE, CLEVELAND, OH 44103-3905
- In care of
- % HIDEKO ORTIZ
- Mailing address (990-N for 2017)
- 1422 EUCLID AVE STE 1300, CLEVELAND OH 44115
- Principal officer (990 for 2024)
- LILLIAN KURI, 6601 EUCLID AVENUE, CLEVELAND, OH 44103
- Principal officer (990-N for 2017)
- KATHY PARKER, 1422 EUCLID AVE STE 1300, CLEVELAND OH 44115
- Signed the 990
- ROSANNE S POTTER, CHIEF GROWTH OFFICER/CFO
- Phone
- (216) 861-3810
- Website
- WWW.CLEVELANDFOUNDATION.ORG
- Return prepared by
- ERNST & YOUNG US LLP
Mission
ENHANCE THE LIVES OF ALL RESIDENTS OF GREATER CLEVELAND, NOW AND FOR GENERATIONS TO COME, BY WORKING TOGETHER WITH OUR DONORS TO BUILD COMMUNITY ENDOWMENT, ADDRESS NEEDS THROUGH GRANTMAKING, AND PROVIDE LEADERSHIP ON KEY COMMUNITY ISSUES.
Program accomplishments
- THE CLEVELAND FOUNDATION IS A GRANTMAKING ORGANIZATION. APPROXIMATELY HALF OF THE GRANTS AUTHORIZED IN 2024 WERE DIRECTED BY THE BOARD TOWARD PRIORITIES AND OPPORTUNITIES IDENTIFIED BY COMMUNITIES AND RESIDENTS IN CUYAHOGA, LAKE AND GEAUGA COUNTIES. THROUGH OUR GRANTMAKING, INVESTMENTS AND LEADERSHIP, THE FOUNDATION RESPONDS TO IMMEDIATE NEEDS IN THE COMMUNITY WHILE ALSO SUPPORTING LONG-TERM, COLLABORATIVE EFFORTS TO GROW OUR REGION, CREATE VIBRANT NEIGHBORHOODS AND CONNECT PEOPLE TO PROSPERITY. GRANTMAKING TOWARD LONG-TERM AND IMMEDIATE IMPACT INCLUDES THE AREAS OF ARTS AND CULTURE, ECONOMIC DEVELOPMENT, EDUCATION, ENVIRONMENT, HEALTH, NEIGHBORHOODS AND YOUTH & HUMAN SERVICES. IN ADDITION, SUPPORT FOR LEADERSHIP DEVELOPMENT AND DIGITAL EXCELLENCE.THE OTHER HALF OF THE GRANTS AUTHORIZED IN 2024 WERE DESIGNATED OR ADVISED BY DONORS TO THE CLEVELAND FOUNDATION IN VARIOUS TRUSTS, DESIGNATED FUNDS, DONOR ADVISED FUNDS, OR SUPPORTING ORGANIZATIONS. THESE GRANTS FURTHER THE CHARITABLE PURPOSES OF THE CLEVELAND FOUNDATION AND ARE MADE TO OTHER CHARITABLE ORGANIZATIONS AND PROGRAMS. THESE GRANTS ALIGN WITH THE FOREGOING PROGRAM AREAS.IN TOTAL, THE LARGEST AREAS OF GRANTMAKING IN 2024 WERE EDUCATION AND SCHOLARSHIPS (23%), HUMAN SERVICES (18%), NEIGHBORHOODS AND HOUSING (17%), PHILANTHROPIC SECTOR (16%), HEALTH (12%), ARTS AND CULTURE (10%), ENVIRONMENT (3%), AND ECONOMIC DEVELOPMENT (1%).Expenses $200,637,681 · grants $190,667,043 · revenue $1,189,851
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-0714588
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T310)
- Assets (IRS master file)
- $3,285,560,340
- Income (IRS master file)
- $1,352,722,125
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $302,815,178 | $222,320,279 | $3,285,560,340 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $370,353,894 | $185,847,869 | $2,940,696,456 | XML |
| 990 | December 2022 | $234,720,202 | $160,647,426 | $2,479,675,814 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2017 Officer: KATHY PARKER | December 31, 2017 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0714588).
Questions about THE CLEVELAND FOUNDATION
- What is the EIN of THE CLEVELAND FOUNDATION?
- The employer identification number (EIN) of THE CLEVELAND FOUNDATION is 34-0714588.
- Is THE CLEVELAND FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to THE CLEVELAND FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE CLEVELAND FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE CLEVELAND FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE CLEVELAND FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE CLEVELAND FOUNDATION?
- The 990 for the year ended December 31, 2024 names LILLIAN KURI.
- Who are the officers and directors of THE CLEVELAND FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 33 people; 18 received compensation from the organization, the highest $595,261 (LILLIAN KURI, PRESIDENT & CEO).
- How much revenue does THE CLEVELAND FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $302,815,178, expenses of $222,320,279 and total assets of $3,285,560,340 at year end.
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