^' ' Cert Mall 7013 1710 0002 2445 4382
Return of Private Foundation OMB No 1545-0052 Fonn 990 -PF or Section 4947(a)(1) Trust Treated as Private Foundation Do not enter social security numbers on this form as it may be made public. 20014 Department of the Treasury ► Internal Revenue Service ► Information about For m 990 - PF and its separate instructions is at www.rrs.go v/fom For calendar y ear 2014 or tax y ear be g inning 2014 and endin g 20 Name of foundation A Employer Identification number JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Number and street ( or P 0 box number If mail is not delivered to street address ) Room/suite B Telephone number (see instructions) (216) 875-6500 1000 LAKESIDE AVE E City or town, state or province, country , and ZIP or foreign postal code q C If exemption application is ► pending , check here CLEVELAND, OH 44114-1117 G Check all that apply Initial return Initial return of a former public charity D 1 Foreign organizations, check here. . ► El Final return Amended return 2 Foreign organ izations meeting the 85% test, check here and attach ► Address change Name change computation El H Check type of organization X Section 501 ( c)(3) exempt private foundation q E If private foundation status was terminated► Section 4947 ( a )( 1 ) nonexem pt charitable trust Other taxable p rivate foundation under section 507 ( b)(1)(A), check here .
I Fair market value of all assets at J Accounting method X Cash Accrual F If the foundation is in a60-month termination end of year (from Part 11, col (c), line Other ( specify ) ------under section 507 (b)(1)(8), check here O ► E] 712,288,476. Z 16) ► $ (Part if, column (d) must be on cash basis) (d) Disbursements rl^ Analysis of Revenue and Expenses (The (a) Revenue and (b) Net investment (c) Adjusted net for charitable I >^iv total of amounts in columns (b), (c), and (d) expenses per may not necessanly equal the amounts in income income purposes books column (a) (see instructions ( cash basis only)
1 Contributions , gifts, grants , etc , received ( attach schedule ) , 75,319,141. the foundation is not required to 2 Check if ► attach Sch B 3 Interest on savings and temporary cash investments . 2,271,840. 2,271,840. 2,271,840. ATCH 1 4 Dividends and interest from securities . . . . 9, 666, 989. 9, 666, 989. 9, 666, 989. ATCH -2 5a Gross rents ...... b Net rental income or (loss) 6a Net gain or (loss ) from sale of assets not on line 10 26,968,244. b Gross sales puce for all 43 057 438. 4) assets on line 6a y 7 Capital gain net income (from Part IV, line 2) 26,968,244. 8 Net short- term capital gain ...... 9 Income modifications ...... 10a Gross sales less returns and allowances b Less Cost of goods sold c Gross profit or (loss) (attach schedule) . , • , 11 Other income ( attach schedule) pTCH. 3 • . 4, 608, 595. 3, 732, 873. 3,732,873 . 12 Total. Add lines 1 through 11 118, 834, 809. 42, 639, 946. 15,671,702.
13 Compensation of officers, directors , trustees , etc - e y 14 Other employee salaries and wages . . . .I 15 Pension plans, employee benefits . . . . . t C^ C 16a Legal fees ( attach schedule) ,' 'W.S V U _ t u^ W b Accounting fees (attach schedule) . ,.- > c Other professional fees (attach schedule). [A J i.---- -6.&Q , - 660,551 R 17 Interest . ATCH 5 ...... ' 4'94-,7423f. i 494, 723. 494,723. y 18 Taxes ( attach schedule) ( see Instructions )[ 6 ]:- --_-^`^^°' ^ 2 11, 7 14 . 211,714. 19 Depreciation (attach schedule) and depletion. 20 Occupancy ...... 21 Travel , conferences, and meetings ...... M 22 Printing and publications ...... Cr, 23 Other expenses (attach schedule) A.TCH .7. 10, 393, 042. 10, 305, 551. 10, 305, 551. 87,491 24 Total operating and administrative expenses. a) Add lines 13 through 23...... 12, 196, 397. 11, 011, 988. 11, 011, 988. 748,042 O 25 Contributions , gifts, grants paid ...... 13,578,798. 11, 4 2 8 , 2 4 2
26 Total expenses and disbursements Add lines 24 and 25 25, 775, 195. 11, 011, 988. 11, 011, 988. 12, 176,284 27 Subtract line 26 from line 12
a Excess of revenue over expenses and disbursements . . 93,059,614. b Net investment income ( if negative, enter -0-) 31,627,958. 1 c Adjusted net income ( if negative, enter -0-). 4,659,714. 1 JSA For Paperwork Reduction Act Notice, see instructions. Form 99U-PF (2014) 4E1410 1 000 Form990-PF(2014 ) JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Paget ® Attached schedules and amounts in the Beginning of year End of year Balance Sheets d escrip t ion col umn sh ou ld be for en d-of-year amounts only ( See instructions) (a) Book Value ( b) Book Value (c) Fair Market Value 1 Cash - non-interest- bearing ...... 14, 911, 405. 50, 598, 741. 50, 598, 741 2 Savings and temporary cash investments ...... , 3 Accounts receivable 310 . ► ------Less allowance for doubtful accounts 1 . 310. 310 ► ------4 Pledges receivable
Less allowance for doubtful accounts ► ______5 Grants receivable ...... 6 Receivables due from officers , directors , trustees, and other disqualified persons ( attach schedule) ( see instructions) . , ,
7 Other notes and loans receivable (attach schedule) ► _ _ _ _ Less allowance for doubtful accounts ► ------8 Inventories for sale or use 9 Prepaid expenses and deferred charges ...... 10a Investments - U S and state government obligations (attach schedule). b Investments - corporate stock (attach schedule) , , , , , , , , - c Investments - corporate bonds (attach schedule )...... - 11 Investments - land, buildings, ► and equipment basis ______Less accumulated depreciation ► (attach schedule ) ------12 Investments - mortgage loans ...... 13 Investments - other (attach schedule) , .. , ATCH 8 582, 860, 821. 661, 678, 976. 661, 678, 976 14 Land , buildings, and ► equipment basis ______Less accumulated depreciation ► (attach schedule ) ______8,420. 10,449. 10, 449 15 Other assets ( describe ► ______ATCH_9--- _ - ) 16 Total assets (to be completed by all filers - see the instructions Also, see page 1 , item 1) . 597, 780, 647. 712, 288, 476. 712, 288, 476 17 Accounts payable and accrued expenses , , , , , , , , , , , 25 . 30,935. 18 Grants payable , , , , , , , , , , , , , , , , , , , , , , , .116,250. 2, 150, 556. 19 Deferred revenue , 20 Loans from officers , directors , trustees , and other disqualified persons 21 Mortgages and other notes payable ( attach schedule) . . . . , 22 Other liabilities (describe )
23 Total liabilities ( add lines 17 through 22) 116, 2 7 5 . 2 , 181, 4 91 . Foundations that follow SFAS 117 , check here . and complete lines 24 through 26 and lines 30 and 31. m 24 Unrestricted ...... 25 Temporarily restricted 26 Permanently restricted ...... Foundations that do not follow SFAS 117, . . . check here and complete lines 27 through 31. 27 Capital stock, trust principal , or current funds 28 Paid - in or capital surplus , or land , bldg and equipment fund - 29 Retained earnings, accumulated income , endowment , or other funds 664, 372. 710, 106, 985. Z 30 Total net assets or fund balances (see instructions). 664, 372. 710, 106, 985 . Z 31 Total liabilities and net assets /fund balances (see instructions ) ...... 780, 647. 712, 288, 476. C- PIM Anal sis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 ( must agree with end-of-year figure reported on prior year's return ) ...... 1 597, 664, 372 2 Enter amount from Part I , line 27a ...... 2 93, 059, 614 3 Other increases not included in line 2 ( Itemize ) ATCH 10 3 27, 017, 455 ►------4 Add lines 1 , 2, and 3 4 717, 741, 441 5 Decreases not included in line 2 ( itemize )' ATCH 11 5 7,634,456 ------6 Total net assets or fund balances at end of ear line 4 minus line 5 Part II, column ( b) , line 30 . . 6 710, 106, 985 Form 990 -PF (2014)
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4E1420 1 000 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Form 990-PF(2014) Pag e 3 Capital Gains and Losses for Tax on Investment Income (b) HoW (a) List and describe the kind( s) of property sold (e g real estate, aoq^u^ a^uired (d) Date sold 2-story brick warehouse , or common stock , 200 shs MLC Co ) p : saa" (mo ,day, yr ) ( mo, day, yr) 1a SEE PART IV SCHEDULE b c d e Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price ( f) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e Complete only for showing gain column ( h) and owned assets in by the foundation on 12/31/69 (I) Gains (Col (h) gain minus Adjusted basis ( k) Excess of col (1) col (k), but not less than -0-) or (i) F M V as of 12 /31/69 U) as of 12/31/69 over col q), if any Losses (from col (h)) a b c d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) { If (loss ), enter -0- in Part I, line 7 } 2 26,968,244. 3 Net short-term capital gain or (loss ) as defined in sections 1222 ( 5) and (6) If gain, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter -0- in ) Part 1, line 8 ...... J 3 0 MMm Qualification Under Section 4940 (e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
If section 4940(d)(2) applies, leave this part blank
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? F] Yes No If "Yes," the foundation does not qualify under section 4940(e) Do not complete this part I Enter the appropriate amount in each column for each year, see the instructions before making any entries (a) (b) (d) Base period years (C) Distribution ratio Calendar year (or tax year beginning in) Adj usted qualifying distnbutions Net value of nonchantable use assets (col ( b) divided by col (C)) 2013 19,056,823. 385,690,756. 0.049410 2012 15,962,955. 324,661,303. 0.049168 2011 15,507,856. 315,896,274. 0.049092 2010 11,191,645. 285,137,594. 0.039250 2009 12,949,969. 205, 899, 487. 0.062895
2 Total of line 1 , column (d) 2 0.249815 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5 , or by the number of years the foundation has been in existence if less than 5 years ...... 3 0.049963
4 Enter the net value of noncharitable - use assets for 2014 from Part X, line 5 ...... 4 495, 649, 997.
5 Multiply line 4 by line 3 ...... 5 24, 764, 161.
6 Enter 1 % of net investment income (1% of Part I , line 27b) ...... 6 316, 280.
7 Add lines 5 and 6 ...... 7 25, 080, 441.
8 Enter qualifying distributions from Part XII, line 4 ...... 8 12,176,284. If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate See the Part VI instructions nE 4301000 Form 990-PF (2014) r
Form990-PF(2014 ) JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Page4 Excise Tax Based on Investment Income (Section 4940 (a), 4940 ( b), 4940 (e ), or 4948 - see instructions) 1a Exempt operating foundations described in section 4940 ( d)(2), check here ► and enter " N/A" on line 1 . . . Date of ruling or determination letter ------(attach copy of letter If necessary - see Instructions) - b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 632,559. q here ► and enter 1 % of Part I, line 27b ...... c All other domestic foundations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, col (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) . 2 3 Add lines 1 and 2 ...... 3 632, 559. 4 Subtitle A (income) tax (domestic section 4947 (a)(1) trusts and taxable foundations only Others enter -0-) , , . 4 0 5 Tax based on investment income. Subtract line 4 from line 3 If zero or less , enter -0- ...... 5 632,559. 6 Credits/Payments a 2014 estimated tax payments and 2013 overpayment credited to 2014. . . . 6a 475, 445. b Exempt foreign organizations - tax withheld at source ...... 6b c Tax paid with application for extension of time to file (Form 8868)...... 6c 434,000. of Backup withholding erroneously withheld ...... 6d 43. 7 Total credits and payments Add lines 6a through 6d ...... 7 909,488. 8 Enter any penalty for underpayment of estimated tax Check here q if Form 2220 is attached ...... 8 4, 187. 9 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ...... ► 10 272,742 . 10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid ...... ► 11 Enter the amount of line 10 Credited to be to 2015 estimated tax ► 272, 742. Refunded ► 11 Statements Regarding Activities 1a During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it Yes No participate or intervene in any political campaign ...... 1a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions for the definition)? ...... 1 b X If the answer is 'Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities c Did the foundation file Form 1120 -POL for this year's ...... 1 c X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year
(1) On the foundation ► $ (2) On foundation managers ► $ e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers ► $ 2 Has the foundation engaged in any activities that have not previously been reported to the IRS's ...... 2 X If "Yes, " attach a detailed description of the activities 3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? If "Yes,"attach a conformed copy of the changes ...... 3 X 4a Did the foundation have unrelated business gross income of $1,000 or more during the year' ...... 4a X b If "Yes," has it filed a tax return on Form 990-T for this year? ...... 4b X 5 Was there a liquidation, termination, dissolution, or substantial contraction during the year?...... 5 X If "Yes,"attach the statement required by General Instruction T 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? ...... 6 X 7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part fl, col (c), and Part XV 7 X 8a Enter the states to which the foundation or with which registered reports it is (see instructions) ► OH, ------b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G7 If "No,"attach explanation ...... 8b X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 49420)(3) or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)? If 'Yes,' complete Part XIV ...... 9 X 10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses ...... 10 X Form 990-PF (2014)
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4 E 1440 1 000 Form 990-PF (2014 ) JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-654 6418 Page 5 Statements Regarding Activities (continued) 11 At any time during the year, did the foundation , directly or indirectly , own a controlled entity within the meaning of section 51 2 ( b)(13)? If "Yes," attach schedule (see instructions) ...... 11 X 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If "Yes," attach statement ( see instructions ) ...... 12 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X Website address N/A ►------BRADLEY -S SMITH ------216-875-6512 -- 14 The books are in care of ► Telephone no Locatedat .1000LAKESIDE AVEECLEVELAND, OH______ZIP+4 44114- 1 117_____ 15 Section 4947 ( a)(1) nonexempt charitable trusts filing Form 990- PF in lieu of Form 1041 - Check here . . .
and enter the amount of tax- exempt interest received or accrued during the year ...... ► 15 16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority Yes No over a bank , securities , or other financial account in a foreign country? ...... 16 X See the instructions for exceptions and filing requirements for FinCEN Form 114, (formerly TD F 90-22 1) If "Yes." enter the name of the foreign country ► 10,1033- Statements Re g arding Activities for Which Form 4720 May Be Req uired File Form 4720 if any item is checked in the "Yes" column , unless an exception applies. Yes No la During the year did the foundation ( either directly or indirectly) (1) Engage in the sale or exchange , or leasing of property with a disqualified person? ...... q Yes q No (2) Borrow money from , lend money to, or otherwise extend credit to (or accept it from) a disqualified person? ...... Yes X No (3) Furnish goods , services , or facilities to (or accept them from ) a disqualified person?...... Yes X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ...... Yes X No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person )? ...... q Yes 1- 1 No (6) Agree to pay money or property to a government official? (Exception . Check "No" if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days ) ...... q Yes q No b If any answer is "Yes" to la(1)-(6 ), did any of the acts fail to qualify under the exceptions described in Regulations section 53 4941(d )- 3 or in a current notice regarding disaster assistance ( see instructions ) ? ...... lb q Organizations relying on a current notice regarding disaster assistance check here ...... ► c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2014? ...... 1 c X 2 Taxes on failure to distribute income ( section 4942 ) ( does not apply for years the foundation was a private operating foundation defined in section 49420 )( 3) or 49420)(5)) a At the end of tax year 2014 , did the foundation have any undistributed income ( lines 6d and 6e, Part XI II) for tax year ( s) beginning before 2014? ...... q Yes q No If"Yes ," list the years ______b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year' s undistributed income? ( If applying section 4942(a)(2) to all years listed, answer " No" and attach statement - see instructions ) ...... 2b c If the provisions of section 4942 ( a)(2) are being applied to any of the years listed in 2a, list the years here
3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? ...... q Yes No b If "Yes ," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969, (2 ) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943 ( c)(7)) to dispose of holdings acquired by gift or bequest , or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2014) ...... 3b 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable ouroose that had not been removed from ieooardv before the first day of the tax year beginning in 2014? 4b X Form 990-PF (2014)
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4E1450 1 000 If
Form 990-PF (2014) JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Page 6 Statements Re g arding Activities for Which Form 4720 May Be Req uired (continued) 5a During the year did the foundation pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ...... q Yes No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly, any voter registration drive?...... q Yes X No (3) Provide a grant to an individual for travel, study, or other similar purposes? ...... Yes X No (4) Provide a grant to an organization other than a charitable, etc, organization described in section 4945(d)(4)(A)? (see instructions) ...... q Yes No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? ...... q Yes No b If any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see instructions)? ...... - 5b Organizations relying on a current notice regarding disaster assistance check here ...... ► Q c If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? ...... q Yes q No If "Yes, " attach the statement required by Regulations section 53 4945-5(d) 6a Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? ...... q Yes No b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ...... 6b X If "Yes" to 6b, file Form 8870 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?. . q Yes No b If "Yes," did the foundation receive an y p roceeds or have an y net income attributable to the transaction? . 7b Information About Officers, Directors , Trustees , Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers. directors. trustees. foundation managers and their comoensation (see instructions) . (b) Title, and average (c) Compensation ( d) Contributions to Expense account, (a) Name and address hours per week ( If not paid, employee benefit plans (e) other allowances devoted to position enter -0-) and deferred compensat ion
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c compensation or rive nignest-pala employees (other tnan tnose Inctuaed on line 1 - see instructions). It none, enter "NONE."
(b) Title, and average (d) Contributions to employee ( (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation benefit e) Expense account, devoted to position plans and deferred other allowances compensation
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Total number of other em p lo yees p aid over $50,000.. .. ► Form 990-PF (2014)
JSA 4E1460 1 000 I ,
JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Form 99 0-PF (2014) Page 7 Information About Officers , Directors , Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five hi g hest - paid inde pendent contractors for p rofessional services ( see instructions . If none, enter "NONE." (a) Name and address of each person paid more than $50 , 000 (b) Type of service (c) Compensation NONE 0 ------
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number over for Total of others receivin g $50 , 000 p rofessional services . . ► Summary of Direct Charitable Activities
List the foundation 's four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of menses organizations and other beneficiaries served , conferences convened , research papers produced, etc
1 NOT APPLICABLE ------
2 ------
3 ------
4 ------
n Summary of Proaram -Related Investments (see instructions) Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount 1 NOT APPLICABLE ------
2 ------
All other program-related investments See instructions 3 NONE ------
Total . Add lines 1 through 3 , ► Form 990 -PF(2014)
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4E1465 1 000 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Form 990- PF (2014) Page 8 Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see instructions ) I Fair market value of assets not used (or held for use ) directly in carrying out charitable, etc , purposes a Average monthly fair market value of securities ...... 1a b Average of monthly cash balances ...... 1 b 15, 098, 990. c Fair market value of all other assets (see instructions )...... 1c 488, 098, 977 . d Total ( add lines 1a , b, and c) ...... 1d 503, 197, 967 . e Reduction claimed for blockage or other factors reported on lines 1 a and 1c (attach detailed explanation) ATCH 13 1e 121, 039, 627 . 2 Acquisition indebtedness applicable to line 1 assets ...... 2 3 Subtract line 2 from line 1d ...... 3 503, 197, 967. 4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amount, see instructions ) ...... 4 7, 547, 970. 5 Net value of noncharitable -use assets . Subtract line 4 from line 3 Enter here and on Part V, line 4 5 495, 649, 997 . 6 Minimum investment return . Enter 5% of line 5 6 24, 782, 500. Distributable Amount (see instructions) (Section 49420)(3) and 0)(5) private operating foundations and certain foreign organizations check here ► and do not complete this part ) 1 Minimum investment return from Part X, line 6 ...... 1 24, 782, 500. 2a Tax on investment income for 2014 from Part VI, line 5 ...... 2a 632, 559. b Income tax for 2014 (This does not include the tax from Part VI) .. 2b c Add lines 2a and 2b ...... 2c 632, 559. 3 Distributable amount before adjustments Subtract line 2c from line 1 ...... 3 24, 149, 941. 4 Recoveries of amounts treated as qualifying distributions ...... 4 5 Add lines 3 and 4 5 24,149,941. 6 Deduction from distributable amount (see instructions) ...... 6 7 Distributable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII, line 1 7 24, 149, 941. Qualifying Distributions (see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 , , , , , , , , , , , , , 1a 12,176,284. b Program-related investments - total from Part IX-B .______2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc, purposes 3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (prior IRS approval required) b Cash distribution test (attach the required schedule) 4 Qualifying distributions Add lines la through 3b Enter here and on Part V, line 8, and Part XIII, line 4 12, 176, 284. 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income Enter 1 % of Part I, line 27b (see instructions) 0 6 Adjusted qualifying distributions . Subtract line 5 from line 4 12,176,284. Note . The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years Form 990-PF (2014)
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4E1470 1 000 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
Form 990- PF (2014) Page 9 Undistributed Income ( see instructions) (a) (b) (c) (d) Corpus Years prior 2013 2013 2014 1 Distributable amount for 2014 from Part XI, to line? ...... 24,149,941. 2 Undistributed income , if any , as of the end of 2014 a Enter amount for 2013 only ...... 12,068,488, b Total for prior years 20 12 , 20 11 20 10 3 Excess distributions carryover, if any, to 2014 a From 2009 b From 2010 c From 2011 d From 2012 e From 2013 f Total of lines 3a through e , , , , , , , , , , , 0 4 Qualifying distributions for 2014 from Part XII, 12,176,284. line4 ► $ a Applied to 2013, but not more than line 2a . . 12,068,488, b Applied to undistributed income of prior years (Election required - see instructions) ......
c Treated as distributions out of corpus (Election required - see instructions) ...... d Applied to 2014 distributable amount . . . . 107, 796. e Remaining amount distributed out of corpus , , 5 Excess distributions carryover applied to 2014 (If an amount appears in column (d), the same amount must be shown in column (a) ) 6 Enter the net total of each column as indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 b Prior years' undistributed income Subtract line 4b from line 2b c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed ...... d Subtract line 6c from line 6b Taxable amount - see instructions e Undistributed income for 2013 Subtract line 4a from line 2a Taxable amount - see instructions ......
f Undistributed income for 2014 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2015 ...... 24, 042, 145. 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) ...... 8 Excess distributions carryover from 2009 not applied on line 5 or line 7 (see instructions) , , , 9 Excess distributions carryover to 2015. Subtract lines 7 and 8 from line 6a 0 10 Analysis of line 9 a Excess from 2010 b Excess from 2011 c Excess from 2012 d Excess from 2013 e Excess from 2014 . Form 990-PF(2014)
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4E1480 1 000 Form990-PF(2014) JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Page10 1,01173-private o peratin g Foundations ( see instructions and Part VII-A, q uestion 9) NOT APPLICABLE la If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2014, enter the date of the ruling ► b Check box to indicate whether the foundation is a private operating foundation described In section Li 4942(1)(3) or L_J 49420)(5) Tax year Prior 3 years 2 a Enter the lesser of the ad- (e) Total justed net income from Part (a) 2014 (b) 2013 (C) 2012 (d) 2011 I or the minimum investment return from Part X for each year listed . . .
b 85% of line 2a . . . . .
C Qualifying distnbubons from Part XII, line 4 for each year listed ,
d Amounts included in line 2c not used directly for active conduct of exempt activities . . . . . e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c , , . " , , 3 Complete 3a, b, or c for the alternative test relied upon a "Assets" alternative test - enter
(1) Value of all assets , " (2) Value of assets qualifying under section 49420)(3)(8)(0 . . . . . b "Endowment" alternative test- enter 2 / 3 of minimum invest- ment return shown in Part X line 6 for each year listed , " C "Support' alternative test - enter
(1) Total support other than gross investment income (interest , dividends , rents, payments on securities loans ( section 512 ( a)(5)), or royalties ) ...... (2) Support from general public and 5 or more exempt organizations as provided in section 4942 G)(3)(B)(np . . . . . (3) Largest amount of sup- port from an exempt organization. . . 4 Gross investment income EMM Supplementary Information ( Complete this part only if the foundation had $5,000 or more in assets at any time during the year - see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000) (See section 507(d)(2) ) NONE b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest
NONE 2 Information Regarding Contribution , Grant , Gift, Loan, Scholarship, etc., Programs: Check q if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the foundation makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed ATCH 14 b The form in which applications should be submitted and information and materials they should include
ATCH 15 c Any submission deadlines
NONE d Any restrictions or limitations on awards , such as by geograph ical areas , char itable fields, kinds of institutions , or other factors
NONE JSA 4E14901 000 Form 990-PF (2014) JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Form 990 - PF (2014) Page 11 WffM. Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or ADUroved for Future Payment If recipient is an mdrvidual. Foundation Recipient show any relationship to Purpose of rant or s t a tus of Amount any foundation manager contrlbu^lon Name and address ( home or business ) or substantial contnbutor recipient a Paid during the year
ATCH 16
Total ...... lo. 3a 11,428,242. b Approved for future payment
ATCH 17
Total t 3b 2 , 150, 556. Form (2014) JSA 990-PF 4E1491 1000 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Form 990-PF (2014) Page 12 MUMV Analysis of Income-Producing Activities Enter gross amounts unless otherwise indicated Unrela ted business income Excluded by section 512, 513, or 514 (e) (d ) Related or exempt (a) (b) (c) function income 1 Program service revenue Business code Amount Exclusion code Amount ( See instructions a b c d e f g Fees and contracts from government agencies 2 Membership dues and assessments , , , , 3 Interest on savings and temporary cash investments 14 6. 4 Dividends and interest from securities 14 11,938,823* 5 Net rental income or (loss) from real estate a Debt-financed property . , , , . . . , , b Not debt-financed property ...... , 6 Net rental income or (loss) from personal property . 7 Other investment income 525990 -2,436,023. 14 7,044,618. 8 Gain or ( loss) from sales of assets other than inventory 5 2 5 9 9 0 3,234,767. 18 23,733,477. 9 Net income or (loss) from special events , , 10 Gross profit or (loss) from sales of inventory. 11 Other revenue a b c d e 12 Subtotal Add columns (b), (d), and (e) 7 9 8 , 7 4 4 . 42, 716 , 92 4 . 13 Total. Add line 12, columns (b), (d), and (e) ...... 13 43,515,668. (See worksheet in line 13 instructions to verify calculations )
JSA Form 990-PF (2014) 4E1492 1 000 Form990-PF(2014) JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Page 13 Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage in any of the following with any other organization described Yes No in section 501 (c) of the Code (other than section 501 (c)(3) organizations) or in section 527, relating to political organizations' a Transfers from the reporting foundation to a noncharitable exempt organization of (1) Cash ...... 1a1 X (2) Other assets ...... la (2) X b Other transactions (1) Sales of assets to a noncharitable exempt organization, , , , , , , , , , , , , , , , , , , , , , , , , , , , .1 bf1 X (2) Purchases of assets from a noncharitable exempt organization , , , , , , , , , , , , , , , , , , , , , , , , , , 1b 2 X (3) Rental of facilities , equipment, or other assets , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 1b 3 X (4) Reimbursement arrangements,,,,,, , ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 1b4 X (5) Loans or loan guarantees,,,,,,,,, , ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 1b5 (6) Performance of services or membership or fundraising solicitations , , , , , , , , , , , , , , , , , , , , , , , 1b 6 c Sharing of facilities , equipment, mailing lists, other assets , or paid employees , , , , , , , , , , , , , , , , , , , , 1c d If the answer to any of the above is 'Yes," complete the following schedule Column (b) should always show the fair market value of the goods , other assets , or services given by the reporting foundation If the foundation received less than fair market value in any transaction or sharing arrangement , show in column (d) the value of the goods , other assets , or services received (a) Line no ( b) Amount involved (c) Name of nonchantable exempt organization (d) Description of transfers , transactions , and sharing arrangements N/A N/A
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) or In section 527? , , , , , , , , , , , , , q Yes q No b If "Yes " comnlete the fnllnwlnn schedule (a) Name of organization (b) Type of organization (c) Description of relationship
Under penalties of pepury , I declare that I have examined this return, including accompanying schedules and statements , and to the best of my knowledge and belief, it is true, correct, and complete Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge
Sign ' Ma the IRS discuss this return Here Signature of officer or trustee Date
Print/Type preparers name Prep ref's sl ur Paid ROGER B NUDELMAN
JSA
4E1493 1 000 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME P Kind of Propertyparty Description Date sold cquired Gross sale Depreciation Cost or FMV Add basis Excess of Gain price less allowed/ other as of as of FMV over or expenses of sale hagi 1 12/31/69 /11/159 ad i basis (loss)
TOTAL CAPITAL GAIN DISTRIBUTIONS 13,025.
SHORT TERM GAIN THRU PARTNERSHIP P VARIOUS VARIOUS PROPERTY TYPE: OTHER 3,788,864. 3,788,864.
LONG TERM GAIN THRU PARTNERSHIP P VARIOUS VARIOUS PROPERTY TYPE: OTHER 18171678. 18171678.
SEC 1231 GAIN THRU PARTNERSHIP P VARIOUS VARIOUS PROPERTY TYPE: OTHER 4,177,970. 4,177,970.
SEC 1256 LOSS THRU PARTNERSHIP - LT P VARIOUS VARIOUS PROPERTY TYPE: OTHER 473, 401. 473,401.
SEC 1256 LOSS THRU PARTNERSHIP - ST P VARIOUS VARIOUS PROPERTY TYPE: OTHER 315, 601. 315,601.
35,460.993 PIMCO SHORT-TERM FUND P VARIOUS 02/20/2014 PROPERTY TYPE: SECURITIES 350,000. 349,651. 349.
182,370.821 PIMCO SHORT-TERM FUND P VARIOUS 03/27/2014 PROPERTY TYPE: SECURITIES 1,800,000. 1,797,568. 2,432.
374,493.927 PIMCO SHORT-TERM FUND P 01/09/2014 03/31/2014 PROPERTY TYPE: SECURITIES 3,700,000. 3,688,765. 11,235.
65,789.474 PIMCO SHORT-TERM FUND P VARIOUS 04/17/2014 PROPERTY TYPE: SECURITIES 650,000. 648,937. 1,063.
40,404.040 PIMCO SHORT-TERM FUND P VARIOUS 07/18/2014 PROPERTY TYPE: SECURITIES 400,000. 400,000.
30,303.030 PIMCO SHORT-TERM FUND P 07/07/2014 07/21/2014 PROPERTY TYPE: SECURITIES 300,000. 300,000.
262,626.263 PIMCO SHORT-TERM FUND P 07/24/2014 07/25/2014
JSA 4E17301 000 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Kind of Property Description Date Date sold acquired Gross sale Depreciation Cost or FMV Add basis E cess of Gain price less allowed/ other as of as of FMV over or exp enses of sale allowable 1 12/31/69 12/31/69 ad i basis (loss)
PROPERTY TYPE: SECURITIES 2,600,000. 2,600,000.
131,313.131 PIMCO SHORT-TERM FUND P 07/07/2014 07/29/2014 PROPERTY TYPE: SECURITIES 1,300,000. 1,300,000.
35,317.861 PIMCO SHORT-TERM FUND P 08/25/2014 09/04/2014 PROPERTY TYPE: SECURITIES 350,000. 350,000.
20,181.635 PIMCO SHORT-TERM FUND P 07/07/2014 10/01/2014 PROPERTY TYPE: SECURITIES 200,000. 199,798. 202.
181,634.712 PIMCO SHORT-TERM FUND P VARIOUS 10/27/2014 PROPERTY TYPE: SECURITIES 1,800,000. 1,792,184. 7,816.
171,543.895 PIMCO SHORT-TERM FUND P VARIOUS 10/30/2014 PROPERTY TYPE: SECURITIES 1,700,000. 1,689,708. 10,292.
98,561.393 PIMCO SHORT-TERM FUND P VARIOUS 12/18/2014 PROPERTY TYPE: SECURITIES 966,887. 972,583. -5,696.
358.000 CSF HOLDINGS P 11/14/2014 11/14/2014 PROPERTY TYPE: SECURITIES 12. 12.
TOTAL GAIN( SS) ...... 26968244.
JSA 4E1730 1 000 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 1
FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS
REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET DESCRIPTION PER BOOKS INCOME INCOME
INTEREST INCOME THRU PARTNERSHIPS 2,271,833. 2,271,833. 2,271,833. JPMORGAN CHASE BANK , N.A. 6. 6. 6. INTEREST INCOME ON STATE TAX REFUNDS 1. 1. 1.
TOTAL 2,271,840. 2,271,840. 2,271,840.
ATTACHMENT 1 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 2
FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES
REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET DESCRIPTION PER BOOKS INCOME INCOME
JPM US GOVT INSTL FD 95. 95. 95. VANGUARD FIXED INCOME SECS FD 194,405. 194,405. 194,405. PIMCO SHORT-TERM FUND 47,538. 47,538. 47,538. DIVIDEND INCOME THRU PARTNERSHIPS 9,424,951. 9,424,951. 9,424,951.
TOTAL 9, 666, 989. 9, 666, 989. 9, 666, 989.
ATTACHMENT 2 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 3
FORM 990PF, PART I - OTHER INCOME
REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET DESCRIPTION PER BOOKS INCOME INCOME ORDINARY INCOME THRU PARTNERSHIPS -330,946. -330,946. -330,946. RENTAL INCOME THRU PARTNERSHIPS -222,065. -222,065. -222,065. OTHER PORTFOLIO INCOME THRU PARTNERSHIPS 2, 467, 260. 2,467,260. 2, 467, 260. OTHER INCOME THRU PARTNERSHIPS 2,652,596. 2, 652, 596. 2, 652, 596. ROYALTY INCOME THRU PARTNERSHIPS -35,228. -35,228. -35,228. ADJUST FOR UBTI - NOT TAXABLE -798,744. -798,744. STATE TAX REFUNDS 76, 978.
TOTALS 4,608,595. 3,732,873. 3,732,873.
ATTACHMENT 3 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 4
FORM 990PF, PART I - OTHER PROFESSIONAL FEES
REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES
CONSULTING FEES 606, 602. 606, 602. INDEPENDENT CONTRACTORS 53, 949. 53, 949.
TOTALS 660,551. 660,551.
ATTACHMENT 4 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 5
FORM 990PF, PART I - INTEREST EXPENSE
REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET DESCRIPTION PER BOOKS INCOME INCOME
INVESTMENT INTEREST EXPENSE 494,723. 494,723. 494,723.
TOTALS 494,723. 494,723. 494,723.
ATTACHMENT 5 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 6
FORM 990PF, PART I - TAXES
REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET DESCRIPTION PER BOOKS INCOME INCOME
FEDERAL & STATE UBIT TAX 114,367. STATE TAXES 235. 235. 235. FOREIGN TAXES - PARTNERSHIPS 211,479. 211,479. 211,479. FEDERAL EXCISE TAX 322,000.
TOTALS 648,081. 211,714. 211,714.
ATTACHMENT 6 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 7
FORM 990PF, PART I - OTHER EXPENSES
REVENUE AND NET ADJUSTED EXPENSES INVESTMENT NET CHARITABLE DESCRIPTION PER BOOKS INCOME INCOME PURPOSES PORTFOLIO DEDUCTIONS 5,949,820. 5,949,820. 5,949,820. TRUSTEE FEES 1,869,955. 1,869,955. 1,869,955. OTHER DEDUCTIONS 2,485,462. 2,485,462. 2,485,462. MISCELLANEOUS EXPENSES 87,805. 314. 314. 87,491.
TOTALS 10,393,042. 10,305,551. 10,305,551. 87,491.
ATTACHMENT 7 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 8
FORM 990PF, PART II - OTHER INVESTMENTS
ENDING ENDING DESCRIPTION BOOK VALUE FMV
CHESTER CAPITAL LP 25, 034, 985. 25, 034, 985. COLONY INVESTORS IV, LP 352,000. 352,000. EUCLID PARTNERS I LP 1,358,761. 1,358,761. FOUNDATION INVESTMENTS OF OHIO 247,984,967. 247,984,967. MIDTOWN III LIQUIDATING TRUST 64,980. 64,980. FMVP II, LIQUIDATING TRUST 73,931. 73,931. FOX PAINE CAP II INT'L LP 638,927. 638,927. FRANCISCO PARTNERS, LP 480,514. 480,514. FRONTENAC VIII LP 3,190. 3,190. GREENHILL CAPITAL (CAYMAN) LP 28,025. 28,025. LANDMARK CO-INVEST PARTNERS IX 246,687. 246,687. LANDMARK PRIMARY PARTNERS IX 336,600. 336,600. LANDMARK SECONDARY PARTNERS IX 143,897. 143,897. LEXINGTON CAPITAL PARTNERS IV 71,107. 71,107. LONE STAR FUND III (U.S.), LP 16,556. 16,556. OZ OVERSEAS FUND, LTD. 40,368. 40,368. SIMON CHARITABLE PRIVATE LLC 373,995,207. 373,995,207. SPIRE CAPITAL PARTNERS, LP TISHMAN SPEYER REAL ESTATE IV TPG PARTNERS III, LP _ 98,160. 98,160. VANGUARD FIXED INCOME 9,168,427. 9,168,427. WARBURG PINCUS INT'L PARTNERS 638,849. 638,849. MANBRO PE II, LP 390,633. 390,633. MANBRO PE III, LP 166,467. 166,467. MANBEO RE II, LP 242,754. 242,754. MANBRO RE III, LP 102,984. 102,984.
TOTALS 661,67E,-976. 661, 678, 976.
ATTACHMENT 8 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 9
FORM 990PF, PART II - OTHER ASSETS
ENDING ENDING DESCRIPTION BOOK VALUE FMV
ARTWORK 9,898. 9,898. COMPUTER EQUIPMENT 551. 551.
TOTALS 10, 449. 10,449,
ATTACHMENT 9 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 10
FORM 990PF, PART III - OTHER INCREASES IN NET WORTH OR FUND BALANCES
DESCRIPTION AMOUNT
TAX EXEMPT INTEREST INCOME 55,861. BOOK / TAX DIFFERENCES 26,961,594.
TOTAL 27,017,455. JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 11
FORM 990PF, PART III - OTHER DECREASES IN NET WORTH OR FUND BALANCES
DESCRIPTION AMOUNT
NON DEDUCTIBLE EXPENSES 39, 484. UNREALIZED GAIN/LOSS 7,594,972.
TOTAL 7,634,456. JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 12
TITLE AND AVERAGE HOURS PER NAME AND ADDRESS WEEK DEVOTED TO POSITION
KAREN A. VEREB ASSISTANT SECRETARY 1000 LAKESIDE AVE E 1.00 CLEVELAND, OH 44114-1117
BRADLEY S. SMITH TREASURER 1000 LAKESIDE AVE E 1.00 CLEVELAND, OH 44114-1117
MORTON L. MANDEL CHAIRMAN & CEO 1000 LAKESIDE AVE E 5.00 CLEVELAND, OH 44114-1117
MARK A. MADEJA ASSISTANT SECRETARY 1000 LAKESIDE AVE E 1.00 CLEVELAND, OH 44114-1117
JOANN WHITE SECRETARY 1000 LAKESIDE AVE E 1.00 CLEVELAND, OH 44114-1117
JEHUDA REINHARZ PRESIDENT 1000 LAKESIDE AVE E 1.00 CLEVELAND, OH 44114-1117
ATTACHMENT 12 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES ATTACHMENT 12 (CONT-D)
TITLE AND AVERAGE HOURS PER NAME AND ADDRESS WEEK DEVOTED TO POSITION
BARBARA A. MANDEL VICE CHAIRMAN OF THE BOARD 1000 LAKESIDE AVE E 1.00 CLEVELAND, OH 44114-1117
ATTACHMENT 12 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 13
FORM 990PF, PART X - REDUCTION CLAIMED FOR BLOCKAGE
DESCRIPTION AMOUNT
FOUNDATION INVESTMENT OF OHIO REDUCTION FOR BLOCKAGE 96,295,137.
FIO DISCOUNTED FOR ILLIQUIDITY, RESTRICTIONS, AND LACK OF MARKETABILITY
BASED ON VALUATION.
SIMON CHARITABLE PRIVATE REDUCTION FOR BLOCKAGE 24,744,490.
SCP DISCOUNTED FOR ILLIQUIDITY, RESTRICTIONS, AND LACK OF MARKETABILITY
BASED ON VALUATION.
TOTAL 121,039,627. JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 14
FORM 990PF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
MORTON L. MANDEL, CEO 1000 LAKESIDE AVENUE CLEVELAND, OH 44114 216-875-6500 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
ATTACHMENT 15
990PF, PART XV - FORM AND CONTENTS OF SUBMITTED APPLICATIONS
NO FORMAL APPLICATION FORM IS USED. THE FOLLOWING INFORMATION SHOULD ACCOMPANY ANY REQUEST: 1) DESCRIPTION OF PROJECT AND JUSTIFICATION FOR GRANT. 2) AMOUNT OF GRANT REQUESTED AND TERM-OF GRANT. 3) PERTINENT FINANCIAL INFORMATION. 4) IRS EXEMPTION STATUS INCLUDING COPY OF EXEMPTION LETTER. 5) APPRAISAL OF THE REQUESTING ORGANIZATION BY A STANDARD- SETTING ORGANIZATION, IF AVAILABLE. JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
SEE ATTACHED LIST OF GRANTS PAID (ATTACHMENT 18) NONE ALL CONTRIBUTIONS WERE MADE TO ORGANIZATIONS 11,428,242
VARIOUS PUBLIC CHARITY WHOSE PRIMARY ACTIVITIES ARE CHARITABLE,
RELIGIOUS, OR EDUCATIONAL IN NATURE.
TOTAL CONTRIBUTIONS PAID
ATTACHMENT 16 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR
AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT PURPOSE OF GRANT OR CONTRIBUTION AMOUNT
SEE ATTACHED LIST OF GRANTS APPROVED(ATTACHMENT19) NONE ALL CONTRIBUTIONS WERE MADE TO ORGANIZATIONS 2,150,556
VARIOUS PUBLIC CHARITY WHOSE PRIMARY ACTIVITIES ARE CHARITABLE,
RELIGIOUS, OR EDUCATIONAL IN NATURE
TOTAL CONTRIBUTIONS APPROVED ^_..n-SSF
ATTACHMENT 17 JACK, JOSEPH , & MORTON MANDEL FOUNDATION 34-6546418
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND PURPOSE OF RECIPIENT NAME FOUNDATION STATUS OF RECIPIENT GRANTOR CONTRIBUTION -..-..-..-..-.. -..- ADDRESS .-.. -..-..-..-..-..-..-..-..-..-..-.. -..-..-..-.. -..-..- ..-..-..-...AMOUNT American Friends of the Hebrew University One Battery Park Plaza American Friends of the Hebrew NONE 25th Floor GENERAL $3,333 University PUBLIC CHARITY Beth McCoy National Exec Dir New York, NY 10004- Jewish Federation of Cleveland NONE Jewish Federation of Cleveland 25701 Science Park Drive GENERAL $1,000 PUBLIC CHARITY Beachwood, OH 44122 Jewish Federations of North America Jewish Federations of North NONE 25 Broadway, Suite 1700 GENERAL $33,333 America PUBLIC CHARITY New York, NY 10004-1010 Jewish Federations of North America Jewish Federations of North NONE 25 Broadway, Suite 1700 GENERAL $11,667 America PUBLIC CHARITY New York, NY 10004-1010 United Way of Greater Cleveland NONE United Way of Greater Cleveland 1331 Euclid Avenue GENERAL $3,333 PUBLIC CHARITY Cleveland, OH 44115 University Circle Incorporated 10831 Magnolia Drive NONE University Circle Incorporated I GENERAL $5 , 000 University Circle PUBLIC CHARITY Cleveland, OH 44106-1887 Claremont Graduate University Attention Rick Wartzman, The Drucker Institute NONE Claremont Graduate University GENERAL $8 , 333 150 E 10th Street PUBLIC CHARITY Claremont, CA 91711 Naval War College Foundation NONE Naval War College Foundation 686 Cushing Road GENERAL $333 PUBLIC CHARITY Newport, RI 02841-1213 United Way of Greater Cleveland NONE United Way of Greater Cleveland 1331 Euclid Avenue GENERAL $8,750 PUBLIC CHARITY Cleveland, OH 44115 West Palm Beach Library Foundation West Palm Beach Library NONE 411 Clematis St, 3rd Floor GENERAL $9,623 Foundation PUBLIC CHARITY West Palm Beach, FL 33401 Eldridge Street Project NONE Eldridge Street Project 12 Eldridge Street GENERAL $3,333 PUBLIC CHARITY New York, NY 10002-6204 The Temple - Tifereth Israel NONE The Temple - Tifereth Israel 26000 Shaker Boulevard GENERAL $10,000 PUBLIC CHARITY Beachwood, OH 44122 United Way of Greater Cleveland United Way of Greater Cleveland 1331 Euclid Avenue GENERAL $11,667 PUBLIC CHARITY Cleveland, OH 44115 MidTown Cleveland, Inc Jack, Joseph and Morton Mandel Business Center NONE MidTown Cleveland, Inc GENERAL $3 , 000 5000 Euclid Avenue, Suite 100 PUBLIC CHARITY Cleveland, OH 44103
Attachment 18, 1 of 6 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND PURPOSE OF RECIPIENT NAME ADDRESS FOUNDATION STATUS OF RECIPIENT GRANT OR CONTRIBUTION AMOUNT Cuyahoga Community College Foundation Cuyahoga Community College NONE 700 Carnegie Avenue GENERAL $8,333 Foundation PUBLIC CHARITY ; Cleveland, OH 44115-2878 Jewish Federation of Palm Beach County Jewish Federation of Palm Beach NONE 4601 Community Drive GENERAL $10,417 County PUBLIC CHARITY West Palm Beach, FL 33417 American Cancer Society - Cleveland American Cancer Society - North Regional Office NONE GENERAL $167 Cleveland 10501 Euclid Avenue PUBLIC CHARITY Cleveland, OH 44106 Case Western Reserve University NONE Case Western Reserve university 10900 Euclid Avenue GENERAL $1,667 PUBLIC CHARITY Cleveland, OH 44106 Hassenfeld Children's Hospital acknow alan and ellenlll Hassenfeld Children's Hospital NYULMC NONE GENERAL $833 acknow alan and ellenIII One Park Ave 17th Floor PUBLIC CHARITY New York, NY 10016 Claremont Graduate University Attention Rick Wartzman, The Drucker Institute NONE Claremont Graduate University GENERAL $8 , 333 150 E 10th Street PUBLIC CHARITY Claremont, CA 91711 United Way of Greater Cleveland NONE United Way of Greater Cleveland 1331 Euclid Avenue GENERAL $8,750 PUBLIC CHARITY Cleveland, OH 44115 Facing History and Ourselves National Foundation, Inc Facing History and Ourselves NONE 16 Hurd Road GENERAL $333 National Foundation, Inc PUBLIC CHARITY Brookline, MA 02445 Milestones Autism Organization NONE Milestones Autism Organization 23880 Commerce Park Drive GENERAL $333 PUBLIC CHARITY Beachwood, OH 44122 Thanks to Scandinavia, Inc NONE Thanks to Scandinavia. Inc 366 Amsterdam Ave Suite 205 GENERAL $1,000 PUBLIC CHARITY New York, NY 10024 American Friends of the Bible Lands Museum Jerusalem American Friends of the Bible NONE 275 Madison Avenue, Suite 401 GENERAL $8,333 Lands Museum Jerusalem PUBLIC CHARITY New York, NY 10016 Jewish Federations of North America Jewish Federations of North NONE 25 Broadway, Suite 1700 GENERAL $11,667 America PUBLIC CHARITY New York, NY 10004-1010 The Temple - Tifereth Israel The Temple - Tifereth Israel 26000 Shaker Boulevard GENERAL $10,000 PUBLIC CHARITY Beachwood, OH 44122 Leta beta Iau Foundation 3905 Vincennes Road NONE Zeta Beta Tau Foundation GENERAL $333 Suite 100 PUBLIC CHARITY Inid--l,e IM AR9RR
Attachment 18, 2 of 6 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
FORM 990PF . PART XV - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND PURPOSE OF RECIPIENT NAME ADDRESS FOUNDATION STATUS OF RECIPIENT GRANT OR CONTRIBUTION AMOUNT Jewish Federation of Cleveland NONE Jewish Federation of Cleveland 25701 Science Park Drive GENERAL $25,000 PUBLIC CHARITY Beachwood, OH 44122 Ursuline College NONE Ursuline College 2550 Lander Road GENERAL $167 PUBLIC CHARITY Pepper Pike, OH 44124 Cleveland State University Foundation Cleveland State University 2121 Euclid Avenue NONE GENERAL Foundation UN 501 PUBLIC CHARITY $167 Cleveland, OH 44115-2214 The Gathering Place NONE The Gathering Place 23300 Commerce Park GENERAL $250 PUBLIC CHARITY Cleveland, OH 44122 Jewish Federation of Palm Beach County Jewish Federation of Palm Beach NONE 4601 Community Drive GENERAL $10,417 County PUBLIC CHARITY West Palm Beach, FL 33417 MidTown Cleveland, Inc Jack, Joseph and Morton Mandel Business Center NONE MidTown Cleveland, Inc GENERAL $8,333 5000 Euclid Avenue, Suite 100 PUBLIC CHARITY Cleveland. OH 44103 Economic Growth Foundation (state in letter the donation is for Greater Cleveland NONE i Economic Growth Foundation Partnership) GENERAL $3,333 PUBLIC CHARITY 1240 Huron Road, Suite 300 Cleveland, OH 44115 Western Reserve Historical Society Western Reserve Historical NONE 10825 East Boulevard GENERAL $16,667 Society PUBLIC CHARITY Cleveland, OH 44106 The Jewish Museum NONE The Jewish Museum 1109 Fifth Avenue GENERAL $3,333 PUBLIC CHARITY New York, NY 10128 Cuyahoga Community College Foundation Cuyahoga Community College NONE 700 C arnegie Avenue GENERAL $8,333 Fdundatlon PUBLIC CHARITY Cleveland, OH 44115-2878 Jewish Federation of Cleveland NONE Jewish Federati on of Cleveland , 25701 Science Park Drive GENERAL $8 , 333 PUBLIC CHARITY Beachwood, OH 44122 Musical Arts Association Severance Hall NONE Musical Arts Association GENERAL $1 , 667 11001 Euclid Avenue PUBLIC CHARITY Cleveland, OH 44106 Montefiore Foundation NONE Montefiore Foundation One David N Myers Parkway GENERAL $8,333 PUBLIC CHARITY Beachwood, OH 44122-1101 United Way of Greater Cleveland NONE United Way of Greater Cleveland 1331 Euclid Avenue GENERAL $8,750 PUBLIC CHARITY Cleveland. OH 44115
Attachment 18, 3 of 6 JACK, JOSEPH , & MORTON MANDEL FOUNDATION 34-6546418
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND PURPOSE OF RECIPIENT NAME ADDRESS FOUNDATION STATUS OF RECIPIENT GRANT OR CONTRIBUTION AMOUNT West Palm Beach Library Foundation West Palm Beach Library NONE 411 Clematis St, 3rd Floor GENERAL $20,000 Foundation PUBLIC CHARITY West Palm Beach, FL 33401 Claremont Graduate University Attention Rick Wartzman, The Drucker Institute NONE Claremont Graduate University GENERAL $8 , 333 150 E 10th Street PUBLIC CHARITY Claremont, CA 91711 Network for Research in Jewish Education *JR to evaluate in Network for Research in Jewish 2016, see Tax Notes NONE Education *JR to evaluate in 2016, GENERAL $8 , 333 4613 N University Drive, #348 PUBLIC CHARITY see Tax Notes Coral Springs, FL 33067 Jewish Federation of Palm Beach County Jewish Federation of Palm Beach NONE 4601 Community Drive GENERAL $11,290 County PUBLIC CHARITY West Palm Beach, FL 33417 John Carroll University NONE John Carroll University 20700 North Park Blvd GENERAL $333 PUBLIC CHARITY The Temple - Tifereth Israel NONE The Temple - Tifereth Israel 26000 Shaker Boulevard GENERAL $13 , 333 PUBLIC CHARITY Beachwood, OH 44122 American Jewish Committee (Cleveland) American Jewish Committee Cleveland Chapter NONE GENERAL $200 (Cleveland) 1422 Euclid Avenue, Suite 625 PUBLIC CHARITY Cleveland, OH 44115-1972 Case Western Reserve University NONE Case Western Reserve University 10900 Euclid Avenue GENERAL $833 PUBLIC CHARITY Cleveland, OH 44106 The City Club of Cleveland NONE The City Club of Cleveland 850 Euclid Avenue GENERAL $833 PUBLIC CHARITY Cleveland, OH 44114-3304 MidTown Cleveland, Inc Jack, Joseph and Morton Mandel Business Center NONE MidTown Cleveland, Inc GENERAL $3 , 000 5000 Euclid Avenue, Suite 100 PUBLIC CHARITY Cleveland, OH 44103 Brandeis University NONE Brandeis University 415 South Street GENERAL $8,333 PUBLIC CHARITY Waltham, MA 02454-9110 Montefiore Foundation NONE Montefore Foundation One David N Myers Parkway GENERAL $8,333 PUBLIC CHARITY Beachwood, OH 44122-1101 United Way of Greater Cleveland NONE United Way of Greater Cleveland 1331 Euclid Avenue GENERAL $8,750 PUBLIC CHARITY Cleveland, OH 44115 MidTown Cleveland, Inc Jack, Joseph and Morton Mandel Business Center NONE MidTown Cleveland, Inc GENERAL $8 , 333 5000 Euclid Avenue, Suite 100 PUBLIC CHARITY Cleveland. OH 44103
Attachment 18, 4 of 6 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND PURPOSE OF RECIPIENT NAME ADDRESS FOUNDATION STATUS OF RECIPIENT GRANTOR CONTRIBUTION AMOUNT Leonard and Susan Fuchs Mizrachi School Leonard and Susan Fuchs NONE 26600 Shaker Blvd GENERAL $3,333 Mizrachi School PUBLIC CHARITY Beachwood, OH 44122 American Friends of the Bible Lands Museum Jerusalem American Friends of the Bible NONE 275 Madison Avenue, Suite 401 GENERAL $8,333 Lands Museum Jerusalem PUBLIC CHARITY New York, NY 10016 Jewish Federations of North America Jewish Federations of North NONE 25 Broadway, Suite 1700 GENERAL $16,667 America PUBLIC CHARITY New York, NY 10004-1010 The Temple - Tifereth Israel NONE The Temple - Tifereth Israel 26000 Shaker Boulevard GENERAL $10,000 PUBLIC CHARITY Beachwood, OH 44122 Cleveland Institute of Art 11141 East Boulevard NONE Cleveland Institute of Art GENERAL $10,000 University Circle PUBLIC CHARITY Cleveland, OH 44106 Jewish Community Centers Association Jewish Community Centers NONE 520 Eighth Avenue GENERAL $14,583 Association PUBLIC CHARITY New York, NY 10018 Jewish Federation of Cleveland NONE Jewish Federation of Cleveland 25701 Science Park Drive GENERAL $9,000 PUBLIC CHARITY Beachwood, OH 44122 Case Western Reserve University NONE Case Western Reserve University 10900 Euclid Avenue GENERAL $167 PUBLIC CHARITY Cleveland, OH 44106 Jewish Family Service Association 3659 South Green Road, Suite 325 NONE ,Jewish Family Service Association OR GENERAL $100 PUBLIC CHARITY 24075 Commerce Park Road (see Notes) Beachwood, OH 44122 Youth Opportunities Unlimited NONE Youth Opportunities Unlimited 1361 Euclid Avenue GENERAL $100 PUBLIC CHARITY Cleveland, OH 44115-1819 Brandeis University NONE Brandeis University 415 South Street GENERAL $8,333 PUBLIC CHARITY Waltham, MA 02454-9110 Cleveland Museum of Art 11150 East Boulevard NONE Cleveland Museum of Art GENERAL $23 , 333 University Circle PUBLIC CHARITY Cleveland, OH 44106 Mandel Supporting Foundations- 25702 Science Park Drive NONE GENERAL $10 , 935 , 000 Jack & Lilyan Mandel Fund Cleveland, Ohio 44122 PUBLIC CHARITY Miscellaneous charities through 1000 Lakeside Ave E NONE GENERAL $1 , 019 Chester Capital Cleveland, Ohio 44114 PUBLIC CHARITY Miscellaneous charities through 1000 Lakeside Ave E NONE GENERAL $1 , 699 Foundation Investments of Ohio Cleveland, Ohio 44114 PUBLIC CHARITY Miscellaneous charities through 1000 Lakeside Ave E NONE GENERAL $36 Simon Charitable Private Cleveland, Ohio 44114 PUBLIC CHARITY
Attachment 18, 5 of 6 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND PURPOSE OF RECIPIENT NAME ADDRESS FOUNDATION STATUS OF RECIPIENT GRANTOR CONTRIBUTION AMOUNT Miscellaneous chanties through 1000 Lakeside Ave E NONE GENERAL $4 Manbro P E II Cleveland, Ohio 44114 PUBLIC CHARITY Miscellaneous charities through 1000 Lakeside Ave E NONE GENERAL $1 Manbro P E III Cleveland, Ohio 44114 PUBLIC CHARITY Miscellaneous chanties through 1000 Lakeside Ave E NONE GENERAL $3 Manbro RE II Cleveland, Ohio 44114 PUBLIC CHARITY
$11,428,242
Attachment 18, 6 of 6 JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418
FORM 990PF . PART XV - GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYM ENT
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND PURPOSE OF RECIPIENT NAME ADDRESS FOUNDATION STATUS OF RECIPIENT GRANTOR CONTRIBUT_ IO N_ _AM O U_NT_ _.._------he Isre --^----. ty ---- _------"----- ^ Fnends of the Isreal Antigwties Authonry Friends of the Israel Antiquities NONE ------51 W 52nd Street, 31st Floor GENERAL $2,000,000 Authority PUBLIC CHARITY I New York, NY 10019 Cleveland Museum of Art 11150 East Boulevard Cleveland Museum of Art NONE PUBLIC CHARITY GENERAL $10 , 000 University Circle Cleveland, OH 44106- Claremont Graduate University Claremont Graduate University Attention Rick Wartzman, The Drucker Institute NONE PUBLIC CHARITY GENERAL $8 , 333 150 E 10th Street Claremont, CA 91711 Jewish Federation of Palm Beach County Jewish Federation of Palm Beach 4601 Community Dr NONE PUBLIC CHARITY GENERAL $10,417 County West Palm Beach, FL 334417 Jewish Federation of Palm Beach County Jewish Federation of Palm Beach 4601 Community Dr NONE PUBLIC CHARITY GENERAL $10,417 anon o West Palm Beach, FL 334417 Jewish Federation of Palm Beach County Jewish Federation of Palm Beach 4601 Community Dr NONE PUBLIC CHARITY GENERAL $13,889 County West Palm Beach, FL 334417 Cuyahoga Community College Foundation Cuyahoga Community College 700 Carnegie Avenue NONE PUBLIC CHARITY GENERAL $8,333 Foundation Cleveland, OH 44115-2878 Cuyahoga Community College Foundation Cuyahoga Community College 700 Carnegie Avenue NONE PUBLIC CHARITY GENERAL $8,333 Foundation Cleveland, OH 44115-2878 Western Reserve Historical Society Western Reserve Historical 10825 East Boulevard NONE PUBLIC CHARITY GENERAL $16,667 Society Cleveland, OH 44108 "MidTown Cleveland, Inc Jack, Joseph and Morton Mandel Business Center MidTown Cleveland 5000 Euclid Avenue, Suite 100 NONE PUBLIC CHARITY GENERAL $16,667 Cleveland, OH 44103"
United Way of Greater Cleveland United Way of Greater Cleveland 1331 Euclid Avenue NONE PUBLIC CHARITY GENERAL $8,750 Cleveland, OH 44115 United Way of Greater Cleveland United Way of Greater Cleveland 1331 Euclid Avenue NONE PUBLIC CHARITY GENERAL $8,750 Cleveland, OH 44115
United Way of Greater Cleveland 1331 Euclid Avenue NONE PUBLIC CHARITY GENERAL $8,750 Cleveland, OH 44115 United Way of Greater Cleveland United Way of Greater Cleveland 1331 Euclid Avenue NONE PUBLIC CHARITY GENERAL $8,750 i Cleveland, OH 44115 The Temple - Tifereth Israel The Temple-Tifereth Israel 26000 Shaker Boulevard NONE PUBLIC CHARITY GENERAL $10,000 Beachwood, OH 44122-
Attachment 19, 1 of 2 JACK, JOSEPH , & MORTON MANDEL FOUNDATION 34-6546418
FORM 990PF . PART XV - GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE P AYMENT
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND PURPOSE OF RECIPIENT NAME ADDRESS FOUNDATION STATUS OF RECIPIENT GRANT OR CONTRIBUTION AMOUNT University Circle Incorporated 10831 Magnolia Drive University Circle Inc NONE PUBLIC CHARITY GENERAL $2,500 University Circle Cleveland, OH 44106-1887
$2,150,556
Attachment 19, 2 of 2 Schedule B Schedule of Contributors OMB No 1545-0047 (Form 990, 990-EZ, or 990-PF) Attach to Form 990, Form 990-EZ, or Form 990-PF. Department of the Treasury ► 2014 Internal Revenue Seance ► Information about Schedule B (Form 990, 990-EZ, or 990-PF) and Its Instructions is at www Irs.gov/form990 Name of the organization Employer identification number JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Organization type (check one)
Filers of: Section:
Form 990 or 990-EZ q 501(c)( ) ( enter number) organization
q 4947( a)(1) nonexempt charitable trust not treated as a private foundation
q 527 political organization
F-VI Form 990-PF I -1 501( c)(3) exempt private foundation
q 4947( a)(1) nonexempt charitable trust treated as a private foundation
q 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note . Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule See Instructions
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor Complete Parts I and II See instructions for determining a contributor's total contributions
Special Rules
q For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 1 6b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (I) Form 990, Part VIII, line 1 h, or (it) Form 990-EZ, line 1 Complete Parts I and ll
q For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals Complete Parts I, II, and III
q For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc , purposes, but no such contributions totaled more than $1,000 If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc , purpose Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc , contributions totaling $5,000 or more during the year, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ► $-____
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but a must answer "No" on Part IV, line 2, of its Form 990, or check the box on line H of its Form 990-EZ or on Its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF)
For Paperwork Reduction Act Notice , see the Instructions for Form 990 , 990-EZ, or 990 -PF Schedule B (Form 990 , 990-EZ, or 990 -PF) (2014)
JSA 4E1251 2 000 Schedule B ( Form 990 , 990-EZ, or 990-PF) (2014) Page 2 Name of organization JACK, JOSEPH, & MORTON MANDEL FOUNDATION Employer identification number 1 34-6546418 .. Contributors (see instructions) Use duplicate copies of Part I if additional space is needed
(a) (b) (c) (d) No. Name , address, and ZIP + 4 Total contributions Type of contribution
JACK I- N. MANDEL TRUST U/A DATED 08/27/76 --- Person X Payroll 1000- LAKESIDE - AVENUE 72,000,000. Noncash (Complete Part II for CLEVELAND, - OH -- 44114 ___ noncash contributions )
(a) (b) (c) (d) No. Name, address , and ZIP + 4 Total contributions Type of contribution
SHELDON MANDEL 1990 TRUST 2------Person X Pay roll 1000- LAKESIDE - AVENUE $ ------3,319,141_ Noncash X (Complete Part II for CLEVELAND, - OH -- 44114 ___ noncash contributions )
(a) (b) (c) (d) No. Name , address , and ZIP + 4 Total contributions Type of contribution
------Person Payroll ------$ ------Noncash (Complete Part II for noncash contributions )
(a) (b) (c) (d) No. Name , address , and ZIP + 4 Total contributions Type of contribution
------Person Payroll ------$ ------Noncash (Complete Part II for noncash contributions)
(a) (b) (c) (d) No. Name , address, and ZIP + 4 Total contributions Type of contribution
------Person Payroll ------$ ------Noncash (Complete Part II for ------noncash contributions )
(a) (b) (c) (d) No. Name , address , and ZIP + 4 Total contributions Type of contribution
------Person Payroll ------$ ------Noncash (Complete Part II for noncash contributions )
SSA Schedule B (Form 990 , 990-EZ, or 990 -PF) (2014)
4E1253 1 000 Schedule B ( Form 990 , 990-EZ , or 990-PF) (2014) Name of organization JACK, JOSEPH, & MORTON MANDEL FOUNDATION 34-6546418 Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed
( a) No. (c) from ( b) FMV ( or estimate) (d) Description of noncash property given Date received Part I (see instructions)
SEE ATTACHED STATEMENT ------2------1,450,381. ------07/01/2014
(a) No. (c) from ( b) FMV ( or estimate) (d) Description of noncash property given Date received Part I ( see instructions)
------
( a) No. b (c) (d) from ( ) FMV (or estimate) Description of noncash property given Date received Part I ( see instructions )
------
( a) No. (c) from (b) FMV (or estimate) (d) Description of noncash property given Date received Part I ( see instructions)
------
( a) No. (c) from (b) FMV ( or estimate) (d) Description of noncash property given Date received Part I ( see instructions)
------
( a) No. (c) from (b) FMV ( or estimate) (d) Description of noncash property given Date received Part I (see instructions)
------
Schedule B (Form 990 , 990-EZ , or 990 -PF) (2014) JSA
4E1254 1 000 Schedule B (Form 990 , 990-EZ , or 990-PF) (2014) Page 4 Name of organization JACK, JOSEPH, & MORTON MANDEL FOUNDATION Employer identification number 34-65464 18 jj^ Excfusnrelyreligious, charitable, etc., contributions to organizations described in section 501 (c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor . Complete columns (a) through (e) and the following line entry For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions) $ ► ------Use duplicate copies of Part III if additional space is needed (a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part l
------
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
------
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part l
------
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
------
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
------i ------
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
------
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
------
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
------
SSA Schedule B (Form 990 , 990-EZ, or 990 -PF) (2014) 4E1255 1 000 JACK, JOSEPH, AND MORTON MANDEL FOUNDATION EIN 34-6546418
Statement attached to Form 990-PF. Schedule B
Part II, Noncash Property
(a) No (c) from (b) FMV (d) Part I Description of noncash property given (or estimate ) Date received
2 CHESTER CAPITAL LP 71,098 7/1/14
2 EUCLID PARTNERS I LP 257,622 7/1/14
2 MANBRO PE II LP 485,390 7/1/14
2 MANBRO PE III LP 188,539 7/1/14
2 MANBRO RE II LP 316,004 7/1/14
2 MANBRO RE III LP 131,728 7/1/14
1,450,381