=n 990 ortaxyeerbeginning JUL 1, 2009 Return of Organization Exempt From Income Tax Under section 601), $27, or 4947()(1) ofthe internal Revenue Code (except biack ling benefit trust or private foundetion) > The crganzation may have o use a copy ofthis return to say state reporting requrements 2009 Yo Publis inspection ‘endending Sui 30, 2010 Je Name of organczation 1B TIOKERMAN FOUNDATION Doing Business AS Sime P5701 SCEENCE PARK DRIVE 'D_ Employer identification number 34-1593102 S| ‘Number and street (or P 0 box if mails not delivered to street address) | Roomisuite | E Telephone number 216-593-2900 Load | ity or town, state or country, and ZIP + 4 [G Gross mempio 2,047,446, se LEVELAND, Ou 44122-7202 Ha) Is ths a group retum Prrera TF Name and adcress of pnncipal oficer BARRY RETS for atttates? ves GlNo SAME AS _C ABOVE HQ) Aca afitates neues? —T¥es [No 1 Facoxempt status: x] 501¢0(3 _)-4 tosertno) LTasariagyor (Tsar J Website: P noms Capoaton [test [—Tassoaston [Toner Form otowganaaton D Part !| Summary Ti Year of formation 1986 IH°No. attach ast (see instructions) H(c) Group exemption number Pe [Le state of egat dome 4g 1 Beely desenbo the ogankater's maton of mest agnicant actives FURIER THE CHARIFABLE, EDUC, & 2 | nmurerous euR0ses oF THE JEVISH FEDERATION OF CLEVELAND E| 2 checktnisbox [L_T ihe oroanzation discontinued its eperations or deposed of more than 25% of is nol apsola 8 | 3 Number of voting members of the governing body (Part Vi ine 1} Is 5 | 4 umber of ndependent ving members of the governing body (Pat Vl, ne 1) ‘ ‘ $] 5 Total number of employees (Par V, tne 28) 5 2 | 6. Total number of volunteers (estimate f necessary) 6 ‘ 3 | te Total oros unrelated buses revenue trom Par Vill, colin (C) ine 12 [za een bb_Net unrelated busness taxable income from Form 990, ne 34 {7 a. 8 Contnbutions and grants (Prt Vil ine 1h) Program service revenue (Part Vl, ne 2a) 10 Investment ncome (Part Vil, column (A), ines 8, 4, and 7) 11 Other revenue (Part Vil, column (A), ines 5, 64, 8c, Gc, 10c, and 116) 12. Total revenue ad tines 8 through 11 (must equal Part Vil, colurm (A. ine 12) 418. Grants and similar amounts pai (Pat IX, column (A) ines 18) 14 Benefits paid 1 of for members (Part IX, column (A), ine 4) 15. Salanes, other compensation, employes benefits (Pat IX, column (A), hoes 5-10) 16a Professional fundrassng fees (Part 1X, column (A ne 116) Revenue Expenses b Total fundratang expenses (Part X, column (One 25) Pe ‘Current Year 2,000,000, as, 2,047 446, 430,000. 47. Otner expenses Part column nes 46, 114280 = 133s 74,378 48 Totalexpanses. Ad kes 1017 must equal Part, colin ne 25), i71.75¢, wes76. 19 Revenue less expenses Subtract ne 1 from ie RECEIVED. 27,476 7592.47, ag ol Beginning of Current Year End of Year $5) 20. Tota assets Par X Ine 1) 3 2,337,097, 4,540 544, By) 21 Total tabities (Part X tne 26) a 372 000. 367,500, 3522 net sats or fund balances, Subtract ne 21 2 2.365.097 173 048, Fl art Hf_| Signature Block. D samme 2 = © Patil Senate Beet aoe on penis ngpEinia aaa SEE 2 - Subs Tat anny Ruis, TanAsuRER Fjpnoranntate and e Pons ie oea7 = stu imines > Tr a . use ony | = Earl Prana May the IRS discuss ths return with the preparer shown above? (see instructions) [Tves [Tne ‘SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION LHA For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions Fle Form 980 (2008)[Part.lil Statement of Program Service Accomplishments: 1 Brefly describe the organization’ mission ‘To FURTHER THE CHARITABLE, RDUCATIONAL AND RELIGIOUS PURPOSES OF THE ‘JEWISH FEDERATION OF CLEVELAND (“FEDERATION”). Fo1m 990 (2008) ‘THE_IHOERMAN FOUNDATION 34533101 Page? 2 _ Did the o;ganzation underiake any egnileant program services dung the year which were not Fisted on the prior Form 990 or 990-627 I1*Yes," describe these new services on Schedule O. ‘3. Did the organcation cease conducting, or make signticant changes n how it conducts, any program services? It*Yes,* descnbe these changes on Schedule O. 4 _Descnbe the exempt purpose achievements for each ofthe organization's three largest program services by expenses. ‘Section 601(6},) and 501(¢}4) organizations and section 4947(a(1) trusts are requred to report the amount of grants and ‘allocation to others, he total expenses, and revenve, if any, for each program service reported, Coves GclNo Doves Gc)No 4a (Code: ViExpenses § 430, 000. including ants ot § $30, 000, )(Revenue § GRANTS 70 501(C)(3) ORGANIZATIONS MADE 70 SUPPORT THE CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF THE JENISH FEDERATION OF (CLEVELAND ("FEDERATION"). “4b (Code Expenses # 95. cluding oranta of & ViRevenus $ PROMOTE SOCIALIZATION FOR JEWISH SINGLES THROUGH YWAINTENANCE OF A WEBSITE (JSC AND JSCOEO). “de (Code: ViExpenses § 8,504, including ants of § Revenue § y SUPPORT DEVELOPMENT OF A VID20 CONPERENCING NETWORK FOR NON-PROFIT ‘OROANTZATTONS. “44 Other program services (Describe in Schedule O}) (Expenses $ cluaing rants of $ ) (Revenue § » do Total program service expenses S $35,595, a Ferm 80 2008) 80 3 08370511 130236 34-1533181 | 2009.04010 THE IMMERMAN FOUNDATION 34-15331Form 90 2009) SHE_TIOCERKAN FOUNDATION 341599181 Part IV | Checklist of Required Schedules Page 3 1 10 " 2 18, cry 140 16 7 18 0 'sthe organization described in section 501(6\9) or 4947/2) (other than a prvate foundation)? Yes," complete Schedvie A Is the organzation requied to complate Schedule B, Schedule of Contributors? Did the organization engage mn drect or indirect pottical campaign activities on behalf of orn opposition to candidates for pubic office? If Yes,” complete Schedule C, Part ‘Section 01(c)8) organizations. Dic the organization engage m lobbying actives? Ir "Yes," complete Schedule O, Pat I ‘Section 501(c}4), 501(c).6), and 501(c}6) organizations. Is the organization subject to the section 6033(e) notice and reporting requrrement and proxy tax? IF "Yes," complete Schedule C, Pat il! (id the organization maintain any donor advised funds or ary similar funds or accounts where donors have the right to provide aciice on the dstnbution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part Did the organization recewve or hol a conservation easement, including easements o preserve open space, the environment, histonc land areas, o hstonc structures? If "Yes," complste Schedule D, Part I id the organtzation maintain collections of works of art, histoncal treasures, or other suilar assets? If "Yes," complete ‘Schedule O, Part lt id the ergantzation report an amount n Part X, ine 21; serve as a custosian for amounts not listed in Past X, of provide credit counseling, debt management, credit repay, or debt negotiation services? If "Yes," complete Schedule D, Part IV id the organization, directly or through arelated organzaton, hold assets in term, permanent, or quasrendowments? I1"°¥es," complete Schedule D, Part V Is the organczation’s answer to any of the followng questions “Yes"? If so, compte Schedule D, Parts Vi, VI Vl, X, orX 2s applicable id the ergantzation report an amount for land, buildings, and equrpment mn Part X ne 107 If "Yes," complete SchedtileD, PatVt Did the organization report an amount for lnvestments other secuntie in Part X, hne 12 that 596 or more oft total ‘assets reported in Part X ne 16? if "Yes," complete Schedule, Part Vi Did the organization report an amount for investments program related in Part X ne 1S that 5% or more of te total assets reported in Part X ne 162 f "Yes," compote Schedule D, Part Vl Did the organzation report an amount for other assets in Past X. line 15 that 85% or more offs total assets reported in Part X, ine 167 "Yas," complete Schedule D, Part IX Did the organization report an amount for other habilties in Part X, line 252 If "Yes," complete Schedule D, Part X Did the organtaton’s separate or consolidated financial statements forthe tax year include a footnote that addresses ‘the organization’ abit for uncertan tax positions under FIN 48? if "Yes," complete Schedule D. Part X id the organtation obtain separate independent audited financial staternents forthe tax year? if "Yes," complete ‘Schedule D, Parts XX, and Xi ‘Was the organcation meluced in consolidated, dependent audited financial statements forthe tax year? It "Yes," completing Schedule D, Parts X), Xl, and X1ll18 optional [real x Yes | No. so| x ux Ie the organzaton a school desorbed m section 170/b}1)A)al? If "Yes," complete Schedule E Did the organzation maintan an office, employees, of agents outside ofthe United States? Did the organzaton have aggrogate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, ‘and program service aces outside the United States? if "Yes," complete Schedule F, Part Did the organaation report on Part IX. colurnn (A, ine 3, more than $5,000 of grants or assistance to any organization cor entity located outaide the United States? if "Yes," complete SchectleF, Parti! Did the organzation report on Part, column (A), ine 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If Yes," complete Schectle F, Part Did the organcation report a total of more than $15,000 of expenses for professional fundraising senices on Part X, column (A), nes 6 and 1167 If "Yes," complete Schedule G, Part/ Did the organcation report more than $15,000 total of fundrassng event gross income and contributions on Part Vl tines 1c and 83? If "Yes," complete Schedule G, Part I! Dic the organization report more than $15,000 of gross income from gaming actwtes on Part Vil ne 9a? if *Yes," complete Schedule , Part i! Dis the organization operate one or more hospitals? "Yes," complete Schecule H 2 x 19 x 20 x 3 osqne11 190996 241629181 2009.04010 ‘THE TMMERMAN FOUNDATION Form 990 2008) 34-15331