Nonprofit · EIN 34-1323646
TREU MART FUND
Tax-exempt · CLEVELAND, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $611,906 | $970,019 | -$358,113 | $20,823,853 | $0 | $20,823,853 |
| December 31, 2023 | 990 | $1,194,520 | $1,031,475 | $163,045 | $19,068,867 | $0 | $19,068,867 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $611,906
- Net gain from sales of assets
- $467,763
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $878,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $878,000
- Management and general (functional)
- $92,019
Balance sheet and other
- Total assets, start of year
- $19,068,867
- Total assets, end of year
- $20,823,853
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,823,853
- Net assets without donor restrictions
- $20,823,853
- Gross receipts
- $1,021,643
- Employees
- 0
- Volunteers
- 9
- Year formed
- 1980
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MOZELLE JACKSON | TREASURER Officer | 0.2 | $0 | $288,177 | $52,296 |
| KATHLEEN HALLISSEY | SECRETARY THRU 6/14/24 Officer | 0.2 | $0 | $194,354 | $48,074 |
| ANTHONY D GATTUSO | ASSISTANT TREASURER Officer | 0.2 | $0 | $179,587 | $46,913 |
| KARI BLUMENTHAL | ASSISTANT TREASURER Officer | 0.2 | $0 | $154,931 | $28,885 |
| AMY SALTZMAN BARASCH | ASSISTANT SECRETARY AS OF 6/14/24 Officer | 0.2 | $0 | $87,479 | $20,202 |
| COLLEEN MCCAUGHEY | SECRETARY AS OF 6/14/24 Officer | 0.2 | $0 | $57,854 | $15,015 |
| ANN M GARSON | ASSISTANT SECRETARY THRU 6/14/24 Officer | 0.2 | $0 | $40,974 | $14,421 |
| ARTHUR W TREUHAFT | PRESIDENT/TRUSTEE Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| J DAVID HELLER | V. PRES. & TRUSTEE Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| AMY M MORGENSTERN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| MARY LOUISE HAHN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| DARA G YANOWITZ | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| ROBYN MINTER SMYERS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| LAURA ALMAZAN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MOZELLE JACKSON | TREASURER Officer | 0.2 | $0 | $263,260 | $59,060 |
| KATHLEEN HALLISSEY | SECRETARY Officer | 0.2 | $0 | $167,806 | $47,912 |
| KARI BLUMENTHAL | ASSISTANT TREASURER Officer | 0.2 | $0 | $151,885 | $26,726 |
| ANTHONY D GATTUSO | ASSISTANT TREASURER Officer | 0.2 | $0 | $126,866 | $42,109 |
| ANN M GARSON | ASSISTANT SECRETARY Officer | 0.2 | $0 | $126,373 | $41,344 |
| ARTHUR W TREUHAFT | PRESIDENT/TRUSTEE Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| J DAVID HELLER | V. PRES. & TRUSTEE Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| AMY M MORGENSTERN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| MARY LOUISE HAHN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| DARA G YANOWITZ | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| ROBYN MINTER SMYERS | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| LAURA ALMAZAN | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 25701 SCIENCE PARK DR, CLEVELAND, OH 44122-7302
- In care of
- % CLEVELAND FOUNDATION
- Principal officer (990 for 2024)
- KARI BLUMENTHAL, 25701 SCIENCE PARK DR, CLEVELAND, OH 441227302
- Signed the 990
- KARI BLUMENTHAL, ASSISTANT TREASURER
- Phone
- (216) 593-2900
Mission
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.
Program accomplishments
- GRANTS TO ORGANIZATIONS MADE TO FURTHER RELIGIOUS,CHARITABLE AND EDUCATIONAL PURPOSES OF THE CLEVELAND FOUNDATION AND THE JEWISH FEDERATION OF CLEVELAND (FEDERATION).Expenses $878,000 · grants $878,000
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
- 34-1323646
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Assets (IRS master file)
- $20,823,853
- Income (IRS master file)
- $1,021,643
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $611,906 | $970,019 | $20,823,853 | IRS |
| 990 | December 2023 | $1,194,520 | $1,031,475 | $19,068,867 | XML |
| 990 | December 2022 | $434,905 | $808,089 | $17,763,070 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
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 34-1323646).
Questions about TREU MART FUND
- What is the EIN of TREU MART FUND?
- The employer identification number (EIN) of TREU MART FUND is 34-1323646.
- Is TREU MART FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to TREU MART FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does TREU MART FUND 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 TREU MART FUND 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 TREU MART FUND 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 TREU MART FUND?
- The 990 for the year ended December 31, 2024 names KARI BLUMENTHAL.
- Who are the officers and directors of TREU MART FUND?
- The 990 for the year ended December 31, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does TREU MART FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $611,906, expenses of $970,019 and total assets of $20,823,853 at year end.
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