Stanley E And Sally Harris Wertheim Family Foundation
- Assets
- $41.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Cleveland, OH
- Founding
- 01/2016
- Data as of
- 06/2022
- EIN
- 30-0884987
Organization Overview
Stanley E And Sally Harris Wertheim Family Foundation is located in Cleveland, OH. The organization was established in 2016. According to its NTEE Classification (X30) the organization is classified as: Judaism, under the broad grouping of Religion-Related and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Stanley E And Sally Harris Wertheim Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Stanley E And Sally Harris Wertheim Family Foundation generated $28.2k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 3.8% each year. All expenses for the organization totaled $35.8k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3
GRANTS TO ORGANIZATIONS MADE TO SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF CLEVELAND ("FEDERATION")
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kathryn Hexter Trustee/president | 0.3 | $0 | |
Carrie Dilauro Trustee/vp | 0.3 | $0 | |
Susan Wertheim Trustee/vp | 0.3 | $0 | |
Barry Reis Treasurer | 0.2 | $0 | |
Mozelle Jackson Asst Treasurer As Of 5/25/2022 | 0.2 | $0 | |
Kari Blumenthal Asst Treasurer | 0.2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $25,000 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $345 |
| Gain or Loss | $2,875 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $28,220 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $0 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $295 |
| Total expenses | $35,795 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $41,751 |
| Other assets | $0 |
| Total assets | $41,751 |
| Total liabilities | $0 |
| Net assets or fund balances | $41,751 |