Nonprofit · EIN 34-1808584
SIMON FAMILY FOUNDATION
Tax-exempt · CLEVELAND, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $509,301 | $726,550 | -$217,249 | $9,718,744 | $562,500 | $9,156,244 |
| June 30, 2024 | 990 | $506,066 | $663,230 | -$157,164 | $9,283,807 | $134,500 | $9,149,307 |
| June 30, 2023 | 990 | $465,819 | $459,254 | $6,565 | $9,165,571 | $171,250 | $8,994,321 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $27,539
- Other revenue
- $481,762
Expenses
- Grants and similar amounts paid
- $572,500
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,305
- Program services (functional)
- $572,500
- Management and general (functional)
- $154,050
Balance sheet and other
- Total assets, start of year
- $9,283,807
- Total assets, end of year
- $9,718,744
- Total liabilities, end of year
- $562,500
- Net assets, end of year
- $9,156,244
- Net assets without donor restrictions
- $9,156,244
- Gross unrelated business income
- $541,658
- Gross receipts
- $509,301
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1994
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MOZELLE JACKSON | TREASURER THRU 6/10/2025 Officer | 0.2 | $0 | $288,177 | $52,296 |
| MINDEE FREDMAN | SECRETARY Officer | 0.2 | $0 | $178,220 | $36,996 |
| KARI BLUMENTHAL | TREASURER AS OF 6/10/2025 Officer | 0.2 | $0 | $154,931 | $28,885 |
| ROBYN BRENNER | TRUSTEE Trustee or director | 0.1 | $0 | $73,966 | $3,011 |
| ABIGAIL STADLIN | ASSISTANT SECRETARY Officer | 0.2 | $0 | $36,248 | $193 |
| ELLEN S CHERNIKOFF | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| ROBERT SIMON | TRUSTEE/VICE PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| LAWRENCE R CHERNIKOFF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| KIM PESSES | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| PAULA SCHWARTZ | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| HARVEY A SIEGEL | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| MICHAEL SLOMAK | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JAY CHERNIKOFF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MOZELLE JACKSON | TREASURER Officer | 0.2 | $0 | $263,260 | $59,064 |
| KARI BLUMENTHAL | ASSISTANT TREASURER Officer | 0.2 | $0 | $151,885 | $26,726 |
| ANN M GARSON | SECRETARY THRU 2/27/24 Officer | 0.2 | $0 | $126,373 | $41,344 |
| ROBYN BRENNER | TRUSTEE Trustee or director | 0.1 | $0 | $72,045 | $2,974 |
| MINDEE FREDMAN | SECRETARY AS OF 2/27/24 Officer | 0.2 | $0 | $0 | $0 |
| ELLEN S CHERNIKOFF | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| ROBERT SIMON | TRUSTEE/VICE PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| LAWRENCE R CHERNIKOFF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| KIM PESSES | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| PAULA SCHWARTZ | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| HARVEY A SIEGEL | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| MICHAEL SLOMAK | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JAY CHERNIKOFF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BARRY REIS | TREASURER THRU 3/28/2023 Officer | 0.2 | $0 | $269,777 | $40,331 |
| MOZELLE JACKSON | TREASURER AS OF 3/28/2023 Officer | 0.2 | $0 | $231,844 | $23,290 |
| KARI BLUMENTHAL | ASST TREAS. Officer | 0.2 | $0 | $141,856 | $24,732 |
| ANN M GARSON | SECRETARY Officer | 0.2 | $0 | $121,140 | $37,656 |
| ELLEN S CHERNIKOFF | TRUSTEE/PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| ROBERT SIMON | TRUSTEE/VICE PRESIDENT Trustee or director, Officer | 0.3 | $0 | $0 | $0 |
| LAWRENCE R CHERNIKOFF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| FRAN DORIS | TRUSTEE THRU 3/28/2023 Trustee or director | 0.1 | $0 | $0 | $0 |
| KIM PESSES | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| PAULA SCHWARTZ | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| HARVEY A SIEGEL | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| MICHAEL SLOMAK | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| JAY CHERNIKOFF | TRUSTEE Trustee or director | 0.1 | $0 | $0 | $0 |
| ROBYN BRENNER | TRUSTEE AS OF 3/28/2023 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
- % JEWISH FEDERATION OF CLEVELAND
- Principal officer (990 for 2024)
- KARI BLUMENTHAL, 25701 SCIENCE PARK DRIVE, CLEVELAND, OH 441227302
- Signed the 990
- KARI BLUMENTHAL, TREASURER
- Phone
- (216) 593-2900
- Return prepared by
- COHEN & CO ADVISORY LLC
Mission
FURTHER THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION").
Program accomplishments
- GRANTS TO 501(C)(3) ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION")Expenses $572,500 · grants $572,500
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 34-1808584
- 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
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30I)
- Assets (IRS master file)
- $9,718,744
- Income (IRS master file)
- $509,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $509,301 | $726,550 | $9,718,744 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $506,066 | $663,230 | $9,283,807 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $465,819 | $459,254 | $9,165,571 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $440,204 | $618,391 | $8,958,316 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 34-1808584).
Questions about SIMON FAMILY FOUNDATION
- What is the EIN of SIMON FAMILY FOUNDATION?
- The employer identification number (EIN) of SIMON FAMILY FOUNDATION is 34-1808584.
- Is SIMON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to SIMON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does SIMON FAMILY 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 SIMON FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SIMON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SIMON FAMILY FOUNDATION?
- The 990 for the year ended June 30, 2025 names KARI BLUMENTHAL.
- Who are the officers and directors of SIMON FAMILY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does SIMON FAMILY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $509,301, expenses of $726,550 and total assets of $9,718,744 at year end.
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