The Immerman Foundation: FY2024 Nonprofit Profile & Form 990 (EIN 34-1533181)

Revenue by fiscal year
FY2020	$160K
FY2021	$303K
FY2022	$561K
FY2023	$308K
FY2024	$311K
FY2025	$474K

Expenses by fiscal year
FY2020	$302K
FY2021	$384K
FY2022	$310K
FY2023	$716K
FY2024	$590K
FY2025	$766K

Net assets by fiscal year
FY2020	$6.1M
FY2021	$7.8M
FY2022	$6.8M
FY2023	$6.8M
FY2024	$7.1M
FY2025	$7.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Part of a larger organization · Schedule R

The Immerman Foundation files its own Form 990, but Schedule R discloses 25 related entities — figures on this page are for this EIN only, not the whole group.

Federation Holdings INC · Chelm Family Foundation · Stanley E and Sally Harris Wertheim Family Foundation · Alex and Anne Miller Family Charitable Fund + 21 more · see all

Combined filings · FY2024 · 25 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is one member.

Group revenue

$307.7M

Group expenses

$214.8M

Group net assets

$3.8B

Chelm Family Foundation · $42K rev · $1.4M net assets

Stanley E and Sally Harris Wertheim Family Foundation · $17K rev · $9K net assets

Alex and Anne Miller Family Charitable Fund · $2K rev · $54K net assets

Robert S and Sylvia K Reitman Family Foundation · $134K rev · $213K net assets

Nina and Norman Wain Family Foundation · $27K rev · $2.6M net assets

Rina & Samuel M Frankel Family Foundation · $31K rev · $245K net assets

Where the money goes

96 cents of each dollar spent went to programs.

96%

Program services 96% · $568K Management & general 4% · $22K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII

Erika Rudin Luria

Trustee/Vice President

$0Pt VII · Sec A

Mozelle Jackson

Treasurer

$0Pt VII · Sec A

Kari Blumenthal

Asst Treasurer

$0Pt VII · Sec A

Hedy Milgrom Sec'y Thru

Asst Sec'y as of 11/28/23

$0Pt VII · Sec A

Tal Rothstein

Secretary as of 11/28/23

$0Pt VII · Sec A

Robert a Immerman

Trustee/President

$0Pt VII · Sec A

Theodore Einhorn

Trustee

$0Pt VII · Sec A

See The Immerman Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Jewish Federation of Cleveland's charitable, educational, and religious goals.

Questions for The Immerman Foundation

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1 program · $568K · in their own filed words · FY2023

01

Grants to 501(c)(3) organizations made to support the charitable, educational and religious purposes of the jewish federation of cleveland ("federation").

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 34-1533181) · Dispute this line

$568Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 76 grants · $2.6M · 2019–2024

Jewish Federation of ClevelandOH · FY2024$353,500

American Jewish Joint Distribution Committee INCNY · FY2024$70,000

National Ramah Commission INCNY · FY2024$60,000

Jewish Education Center of ClevelandOH · FY2024$51,200

Leonard and Susan Fuchs Mizrachi SchoolOH · FY2024$30,000

Congregation Shaarey TikvahOH · FY2024$23,132

The Jewish Institute for National Security of AmericaDC · FY2024$20,000

Israel on Campus Coalition INCDC · FY2024$20,000

Hudson Institute INCDC · FY2024$20,000

Human Rights Voices INCNY · FY2024$15,000

America Gives INCNY · FY2024$15,000

Michigan B'Nai B'Rith Hillel Foundation INCMI · FY2024$12,000

Research - Eval - Promoting Org Respon & Transparency - Report - INCPA · FY2024$10,000

Jewish Federation of ClevelandOH · FY2023$185,000

Jewish Education Center of ClevelandOH · FY2023$51,220

Leonard and Susan Fuchs Mizrachi SchoolOH · FY2023$27,500

Congregation Shaarey TikvahOH · FY2023$21,341

Israel on Campus Coalition INCDC · FY2023$20,000

See all 76 grants →

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$311K

Ln 12

Investment incomeLn 3$311K

Gifts and grantsLn 1h$520

Money outPt IX

$590K

Ln 25

Programscol B$568K

Managementcol C$22K

Owns and owesPt X

$7.1M

net assets · Ln 32

Total assetsLn 16$7.2M

LiabilitiesLn 26$91K

PeoplePt VI, VII

7

listed · VII A

PaidVII A0

Voting boardVI 1a3

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$520

Investment incomeLn 3$311K

Gains on assetsLn 7$258K

Total revenueLn 12$311K

Assets in detailPt X, end of year

InvestmentsLn 11–13$7.2M

Total assetsLn 16$7.2M

LiabilitiesLn 26$91K

Net assetsLn 32$7.1M

OperationsPt I, VI

EmployeesI 50

VolunteersI 63

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3More from this return

Abroad and in kindSch F, M

Grants to other countriesSch F Pt II–III$100K

EndowmentSch D · Pt V

Line	FY24	FY23	FY22	FY21	FY20
End of yearLn 1g	$439K	$406K	$389K	$485K	$382K
SpentLn 1d–1f	$23K	$21K	$26K	$24K	$23K

4Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
InvestmentsLn 11–13	$6.9M	$7.2M
Total assetsLn 16	$6.9M	$7.2M
LiabilitiesLn 26	$163K	$91K
Net assetsLn 32	$6.8M	$7.1M

5Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$468K	$468K
Grants and assistance to foreign recipientsLn 3	$100K	$100K
Other expenses (24a–d)Ln 24	$22K		$22K
Total functional expensesLn 25	$590K	$568K	$22K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS May 14, 2026	$474K	$766K	−$292K	$7.2M	990 PDF
FY2024 ViewingFiled with the IRS May 8, 2025	$311K	$590K	−$279K	$7.1M	990 PDF
FY2023Filed with the IRS May 13, 2024	$308K	$716K	−$408K	$6.8M	990 PDF
FY2022Filed with the IRS May 13, 2023	$561K	$310K	$251K	$6.8M	990 PDF
FY2021Filed with the IRS Mar 28, 2022	$303K	$384K	−$81K	$7.8M	990 PDF
FY2020Filed with the IRS May 4, 2021	$160K	$302K	−$142K	$6.1M	990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments F · Foreign I · Grants O · Explanations

See the full FY2024 990

Part I · Summary $311,279 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$520

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $307,824$310,759

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $307,824$311,279

I-13 Grants and similar amounts paidPrior year $694,200$568,371

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $21,801$21,959

I-18 Total expensesPrior year $716,001$590,330

I-19 Revenue less expensesPrior year −$408,177−$279,051

Part VI · Governance 2 of 3 board members independent, 1 to look at

VI-1a Voting members of the governing body3

VI-1b Independent voting members2

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $311,279 across 5 lines filed

VIII-1f All other contributions, gifts and grants$520

VIII-1h Total contributions, gifts and grants$520

VIII-3 Investment incomeExcluded from tax $52,260$52,260

VIII-7 Net gain or loss on sales of assetsExcluded from tax $258,499$258,499

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $310,759$311,279

Part IX · Statement of functional expenses $590,330 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $468,371$468,371

IX-3 Grants and assistance to foreign recipientsPrograms $100,000$100,000

IX-24 Other expenses (24a–d)Management $21,959$21,959

IX-25 Total functional expensesPrograms $568,371 · Management $21,959 · Fundraising $0$590,330

Part X · Balance sheet $7,221,640 assets, 7 lines filed

X-12 Other securitiesStart of year $6,918,386$7,221,640

X-16 Total assetsStart of year $6,918,386$7,221,640

X-18 Grants payableStart of year $163,000$91,000

X-26 Total liabilitiesStart of year $163,000$91,000

X-27 Net assets without donor restrictionsStart of year $6,755,386$7,130,640

X-32 Total net assets or fund balancesStart of year $6,755,386$7,130,640

X-33 Total liabilities and net assetsStart of year $6,918,386$7,221,640

Part XI · Reconciliation of net assets $7,130,640 net assets at year end

XI-1 Total revenue$311,279

XI-2 Total expenses$590,330

XI-3 Revenue less expenses−$279,051

XI-4 Net assets at start of year$6,755,386

XI-5 Net unrealized gains (losses) on investments$609,305

XI-9 Other changes in net assets$45,000

XI-10 Net assets at end of year$7,130,640

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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The Immerman Foundation FY2024 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for The Immerman Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV

The Immerman Foundation FY2024 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for The Immerman Foundation

Funders

Grants

Related Organizations

By the numbers

Filing history

Schedules filed Part IV