S K WELLMAN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- S K WELLMAN FOUNDATION (EIN 34-6520032)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349101104
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T06:35:24-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 874778872 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINBRIDGE SBF LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6450 ROCKSIDE WOODS BLVD S STE 230 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346520032 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SK WELLMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKWE | BusinessNameControlTxt |
| Phone | 2166211180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6450 ROCKSIDE WOODS BLVD S 230 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE A BARTELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2166211180 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SILVAGGIO CPA | PreparerPersonNm |
| PTIN | P00304380 | PTIN |
| Phone | 2165730001 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,968,493 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,908,328 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $191,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,779 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $191,779 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $548,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,777,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $548,831 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $111 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $111 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $111 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,649,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $740,721 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $191,890 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $22,250 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $22,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,708 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,708 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $43,708 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,521 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,811 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $14,811 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $80,769 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $265,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $265,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $428,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $80,769 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,220,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $659,952 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $111,121 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,559 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,729 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,729 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,327,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,361,116 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,648,631 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,166,103 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,352,530 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,310,133 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,502,755 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,723,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,968,493 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,502,755 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,723,375 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,502,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,723,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,502,755 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,723,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,502,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,220,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,723,375 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,723,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT TERM | P | $434,722 | $417,401 | $17,321 | $17,321 |
| LONG TERM | P | $2,342,676 | $1,811,166 | $531,510 | $531,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $548,831 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,321 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,173 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,173 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,373 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAURENCE A BARTELL | IndividualWithBooksNm |
| Phone | 2166211180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6450 ROCKSIDE WOODS BLVD S 230 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIE MAE MURPHY | ||||||||
| 168 MARTIN PLACE | PEARL RIVER | NY | 10965 | TRUSTEE | 0.50 | $2,500 | $0 | $0 |
| JOSHUA K PRYOR | ||||||||
| 1129 FOLSON STREET | SAN FRANCISCO | CA | 94103 | TRUSTEE | 0.50 | $2,500 | $0 | $0 |
| SUZANNE W ERIKSON | ||||||||
| 2972 FULLER MOUNTAIN RD | NORTH FERRISBURGH | VT | 05473 | TRUSTEE | 0.50 | $2,700 | $0 | $0 |
| LAURENCE A BARTELL | ||||||||
| 6450 ROCKSIDE WOODS BLVD S 230 | INDEPENDENCE | OH | 44131 | TRUSTEE | 0.50 | $40,000 | $0 | $0 |
| MCCLURE ERIKSON | ||||||||
| PO BOX 66 | NORTH FERRISBURGH | VT | 05473 | TRUSTEE | 0.50 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S CHARITABLE ACTIVITY IS TO PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS. DURING 2025 THE FOUNDATION MADE GRANTS TO 84 ORGANIZATIONS. | Description1Txt |
| Expenses1 | $287,950 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,284,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,049 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,452,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,452,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,791 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,370,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,173 | TotalTaxAmt |
| Distributable Before Adj | $259,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $259,373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $259,373 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,950 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $287,950 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $37,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $68,512 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $287,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $259,373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,577 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $182,060 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $182,060 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $37,329 | ExcessFromYear3Amt |
| Excess From Year2 | $47,642 | ExcessFromYear2Amt |
| Excess From Year1 | $68,512 | ExcessFromYear1Amt |
| Excess From Current Year | $28,577 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURENCE A BARTELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6450 ROCKSIDE WOODS BLVD S 230 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166211180 | RecipientPhoneNum |
| Form And Info And Materials | LAURENCE A. BARTELL NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LAURENCE A. BARTELL APRIL 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | LAURENCE A. BARTELL NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 1981 | CLEVELAND | OH | 44106 | PC | PROVIDE SUPPORT FOR CANCER PATIENTS AND CAREGIVERS | $2,500 |
| BELLEFAIRE | ||||||
| 22001 FAIRMOUNT BLVD | CLEVELAND HTS | OH | 44118 | PC | AID TO NEEEY | $5,000 |
| BLOSSOM HILL | ||||||
| 28700 CENTER RIDGE RD | WESTLAKE | OH | 44145 | PC | CARE FOR DISABLED ADULTS AND THEIR FAMILIES | $2,000 |
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | ||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | PC | YOUTH DEVELOPMENT | $3,000 |
| BUILDING HOPE IN THE CITY | ||||||
| 2038 W 29TH ST | CLEVELAND | OH | 44113 | PC | COMMUNITY OUTREACH | $4,000 |
| CAMP HO MITA KODA | ||||||
| 14040 AUBURN RD | NEWBURY TOWNSHIP | OH | 44065 | PC | YOUTH CAMP | $3,000 |
| CASA COURT APPOINTED SPECIAL ADVOCATES | ||||||
| 12200 FAIRHILL RD SUITE E193 | CLEVELAND | OH | 44120 | PC | ADVOCATE FOR CHILDREN IN COURT | $2,500 |
| CENTRAL SCHOOL OF PRACTICAL NURSING | ||||||
| 4600 CARNEGIE AVE | CLEVELAND | OH | 44103 | PC | SCHOLARSHIP SUPPORT | $500 |
| CLEVELAND ANGELS | ||||||
| 25935 DETROIT ROAD 220 | CLEVELAND | OH | 44145 | PC | COMMUNITY OUTREACH | $3,000 |
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | ||||||
| 1729 WILLEY AVE | CLEVELAND | OH | 44113 | PC | FOSTERING ANIMAL ADOPTION | $5,000 |
| CLEVELAND HEARING AND SPEECH CENTER | ||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | PC | EDUCATIONAL PROGRAMS | $3,000 |
| CLEVELAND INSTITUTE OF ART | ||||||
| 11141 EAST BLVD | CLEVELAND | OH | 44106 | PC | SCHOLARSHIPS | $3,500 |
| CLEVELAND INSTITUTE OF MUSIC | ||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | PC | SCHOLARSHIPS | $2,500 |
| CLEVELAND METROPARKS | ||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44140 | PC | NATURE PRESERVATION | $7,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| ONE WADE OVAL DRIVE | CLEVELAND | OH | 44106 | PC | HISTORICAL PRESERVATION | $3,000 |
| CLEVELAND PLAYHOUSE | ||||||
| 1901 E 13TH ST | CLEVELAND | OH | 44114 | PC | ART EDUCATION AND COMMUNITY OUTREACH | $2,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 1370 ONTARIO STREET | CLEVELAND | OH | 44115 | PC | SUPPORT FOR ABUSED WOMEN | $8,000 |
| CLEVELAND SCHOOL OF THE ARTS | ||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | PC | EDUCATIONAL SUPPORT | $3,000 |
| CLEVELAND SIGHT CENTER | ||||||
| 1909 EAST 101 ST | CLEVELAND | OH | 44106 | PC | AID TO THE BLIND | $3,000 |
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | PC | EDUCATIONAL PROGRAMS | $4,000 |
| COLLEGE NOW | ||||||
| 50 PUBLIC SQUARE | CLEVELAND | OH | 44113 | PC | SCHOLARSHIPS | $3,000 |
| CUYAHOGA COMMUNITY COLLEGE | ||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | PC | SCHOLARSHIPS | $4,000 |
| EDEN HOUSE | ||||||
| 7812 MADISON AVENUE | CLEVELAND | OH | 44102 | PC | HOUSING SUPPORT | $5,000 |
| EPILEPSY ASSOCIATION | ||||||
| 2831 PROSPECT AVE | CLEVELAND | OH | 44115 | PC | MEDICAL RESEARCH | $2,000 |
| ESPERANZA | ||||||
| 3104 WEST 25TH STREET | CLEVELAND | OH | 44109 | PC | CULTURAL DIVERSITY | $3,000 |
| EVERSIGHT | ||||||
| 6700 EUCLID AVENUE SUITE 101 | CLEVELAND | OH | 44103 | PC | SIGHT RESTORATION | $3,000 |
| FAMILY PROMISE OF GREATER CLEVELAND | ||||||
| 2592 WEST 14TH STREET | CLEVELAND | OH | 44113 | PC | AID TO HOMELESS | $4,000 |
| FIELDSTONE FARM- THERAPEUTIC RIDING CENTER | ||||||
| 16497 SNYDER RD | CHAGRIN FALLS | OH | 44023 | PC | THERAPY SUPPORT | $5,000 |
| FOSTERING HOPE | ||||||
| 5351-C NAIMAN PARKWAY | SOLON | OH | 44139 | PC | COMMUNITY OUTREACH | $2,000 |
| FRONT STEPS | ||||||
| 1545 WEST 25TH STREET | CLEVELAND | OH | 44113 | PC | AID TO HOMELESS | $3,000 |
| GIRLS ON THE RUN | ||||||
| 8929 BRECKSVILLE ROAD | BRECKSVILLE | OH | 44141 | PC | COMMUNITY OUTREACH | $2,000 |
| GREAT LAKES SCIENCE CENTER | ||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | PC | EDUCATIONAL SUPPORT | $3,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | PC | NUTRITIONAL SUPPORT | $5,000 |
| GREATER CLEVELAND VOLUNTEERS | ||||||
| 4415 EUCLID AVE | CLEVELAND | OH | 44103 | PC | MEDICAL RESEARCH | $1,000 |
| HAPPY TRAILS FARM ANIMAL SANCTUARY | ||||||
| 5623 NEW MILFORD RD | RAVENNA | OH | 44266 | PC | ANIMAL RESCUE | $4,000 |
| HOLDEN FORESTS & GARDENS | ||||||
| 11030 EAST BOULEVARD | CLEVELAND | OH | 44106 | PC | EDUCATIONAL SUPPORT | $2,000 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 300 EAST 185TH STREET | CLEVELAND | OH | 44119 | PC | AID TO TERMINALLY ILL | $5,000 |
| IDEASTREAMWVIZ | ||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | COMMUNITY OUTREACH | $2,000 |
| JENNINGS | ||||||
| 10204 GRANGER ROAD | GARFIELD HEIGHTS | OH | 44125 | PC | MEDICAL AID TO ELDERLY | $3,000 |
| LAKE ERIE INK | ||||||
| 2843 WASHINGTON BOULEVARD | CLEVELAND HEIGHTS | OH | 44118 | PC | WRITING SPACE FOR YOUTH | $2,000 |
| LAKE ERIE NATURE & SCIENCE CENTER | ||||||
| 28728 WOLF ROAD | BAY VILLAGE | OH | 44140 | PC | COMMUNITY OUTREACH | $3,000 |
| LIFE ACT | ||||||
| 29425 CHAGRIN BLVD 203 | CLEVELAND | OH | 44122 | PC | SUICIDE PREVENTION | $3,000 |
| MALACHI HOUSE | ||||||
| 2416 SUPERIOR AVE | CLEVELAND | OH | 44113 | PC | AID TO NEEDY | $8,000 |
| MEDWISHMEDWORKS | ||||||
| 1625 EAST 31ST STREET | CLEVELAND | OH | 44114 | PC | REPURPOSE MEDICAL EQUIPMENT | $5,000 |
| NEIGHBORHOOD FAMILY PRACTICE | ||||||
| 4115 BRIDGE AVENUE SUITE 300 | CLEVELAND | OH | 44113 | PC | MEDICAL AID TO NEEDY | $3,000 |
| PATHWAY CARING FOR CHILDREN | ||||||
| 25300 LORAIN RD SUITE 330 | NORTH OLMSTEAD | OH | 44070 | PC | SUPPORT FOR FOSTER CARE, ADOPTION AND MENTAL HEALTH NEEDS | $3,000 |
| PLANNED PARENTHOOD | ||||||
| 206 EAST STATE ST | COLUMBUS | OH | 43215 | PC | EDUCATIONAL PROGRAMS | $2,000 |
| PROVIDENCE HOUSE | ||||||
| 2037 WEST 32ND STREET | CLEVELAND | OH | 44113 | PC | AID TO NEEDY | $2,000 |
| RESCUE VILLAGE | ||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 44072 | PC | ANIMAL WELFARE | $2,000 |
| SALVATION ARMY OF CLEVELAND | ||||||
| 2507 EAST 22ND STREET | CLEVELAND | OH | 44115 | PC | AID TO NEEDY | $8,000 |
| SEEDS OF LITERACY | ||||||
| 3104 W 25TH STREET 3RD FLOOR | CLEVELAND | OH | 44109 | PC | EDUCATIONAL SUPPORT | $3,000 |
| SILVER FUR K9 RESCUE & RETIREMENT | ||||||
| 2600 FORMAN ROAD | AUSTINBURG | OH | 44010 | PC | RESCUE FOR SENIOR DOGS | $4,000 |
| ST MARTIN DE PORRES | ||||||
| 1100 EAST 63RD STREET | CLEVELAND | OH | 44115 | PC | EDUCATIONAL SCHOLARSHIPS | $5,000 |
| STELLA MARIS | ||||||
| 1320 WASHINGTON AVENUE | CLEVELAND | OH | 44113 | PC | SUPPORT FOR RECOVERY | $3,000 |
| THE CLEVELAND ORCHESTRA | ||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | PROVIDE SUPPORT THROUGH MUSIC | $2,000 |
| THE GATHERING PLACE | ||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PC | COMMUNITY OUTREACH | $2,000 |
| THE LITTLEST HEROES | ||||||
| PO BOX 470188 | CLEVELAND | OH | 44147 | PC | SUPPORT CHILDREN BATTLING CANCER | $4,000 |
| THE METROHEALTH FOUNDATION | ||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | PC | BEHAVIORAL HEALTH HOSPICE | $2,000 |
| UNITED CEREBRAL PALSY | ||||||
| 10011 EUCLID AVE | CLEVELAND | OH | 44106 | PC | MEDICAL RESEARCH | $2,000 |
| UNITED WAY | ||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | HOUSING AND HEALTHCARE SUPPORT | $2,000 |
| UNIVERSITY HOSPITALS - RAINBOW | ||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | PC | YOUTH CARE AND DEVELOPMENT | $10,000 |
| VOCATIONAL GUIDANCE SERVICES | ||||||
| 2239 EAST 55TH STREET | CLEVELAND | OH | 44103 | PC | PATHWAYS TO EMPLOYMENT FOR DISABLED | $2,000 |
| WAGS 4 KIDS | ||||||
| 112 EAST CENTER STREET | BEREA | OH | 44017 | PC | SERVICE DOGS FOR CHILDREN | $2,000 |
| YOUTH CHALLENGE | ||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44122 | PC | ADAPTIVE SPORTS | $2,000 |
| YOUTH OPPORTUNITIES UNLIMITED | ||||||
| 1228 EUCLID AVE SUITE 200 | CLEVELAND | OH | 44115 | PC | SUPPORT TEENS AND YOUNG ADULTS | $2,000 |
| A KID AGAIN | ||||||
| 9347 RAVENNA ROAD UNIT D | TWINSBURG | OH | 44087 | PC | SUPPORTS COST FREE ADVENTURES FOR CHILDREN WITH LIFE THREATENING CONDITIONS | $2,000 |
| ACHIEVEMENT CENTERS FOR CHILDREN | ||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | PC | EMPOWERING CHILDREN AND ADULTS THROUGH HOLISTIC AND FAMILY FOCUSED SERVICES | $2,000 |
| ADOPTION NEWTORK | ||||||
| 2592 W 14TH ST | CLEVELAND | OH | 44113 | PC | SERVICES AND SUPPORT NEEDED FOR BUILDING FAMILIES, HEALING TRAUMA AND BUILDING AWARENESS | $2,000 |
| BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND | ||||||
| 14837 DETROIT AVE 292 | LAKEWOOD | OH | 44107 | PC | SUPPORTING MENTORING RELATIONSHIPS TO IGNITE THE POWER AND PROMISE OF YOUTH | $3,000 |
| CATHOLIC CHARITIES | ||||||
| 7911 DETROIT AVE | CLEVELAND | OH | 44102 | PC | SUPPORT THE WELLNESS WARRIORS PROGRAM FOR ADULTS WITH DISABILITIES | $3,500 |
| CHILDRENS MUSEUM OF CLEVELAND | ||||||
| 3813 EUCLID AVE | CLEVELAND | OH | 44115 | PC | SUPPORT THE CONTINUATION OF THE STEM KIDS EDUCATIONAL ACCESS PROGRAM | $2,000 |
| CLEVELAND POPS ORCHESTRA | ||||||
| 23245 MERCANTILE ROAD SUITE B | BEACHWOOD | OH | 44122 | PC | SUPPORT EDUCATIONAL PROGRAMS TO DEVELOP AN ENDURING APPRECIATION OF MUSIC IN NORTHEAST OHIO | $3,000 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | PC | SUPPORT STUDENTS, ESPECIALLY THOSE FROM LOW-INCOME, MINORITY OR INTERNATIONAL BACKGROUNDS | $3,000 |
| CORNERSTONE OF HOPE | ||||||
| 5905 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | PC | PROFESSIONAL BEREAVEMENT & TRAUMA SUPPORT | $2,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | ||||||
| 2111 SNOW RD | CLEVELAND | OH | 44115 | PC | PROVIDING OPPORTUNITIES TO READ, LEARN, CREATE AND CONNECT WITHIN OUR COMMUNITIES | $3,000 |
| FINE ARTS ASSOCIATION | ||||||
| 38660 MENTOR AVE | WILLOUGHBY | OH | 44094 | PC | PROVIDING INSTRUCTION IN MUSIC, DANCE, THEATRE, VISUAL ARTS AND CREATIVE ARTS THERAPIES | $1,000 |
| HOPE IGNITES | ||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | PC | PROVIDES ACADEMIC ENRICHMENT, SOCIAL EMOTIONAL LEARNING AND COLLEGE AND CAREER PATHWAYS | $2,500 |
| NEAR WEST THEATRE | ||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 44102 | PC | SUPPORT THE THEATRE'S CONTINUED ESSENTIAL IN-SCHOOL ARTS EDUCATION AND ENRICHMENT PROGRAM | $1,000 |
| NEWBRIDGE PLACE | ||||||
| 645 WOOSTER ST | LODI | OH | 44254 | PC | SUPPORTIVE HOUSING FOR LOW-INCOME MENTALLY ILL VETERANS PROJECT | $3,000 |
| OUR LADY OF THE WAYSIDE | ||||||
| 38023 COLORADO AVE | AVON | OH | 44011 | PC | SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES | $2,000 |
| PROJECT HOME FOR THE HOMELESS | ||||||
| 28700 EUCLID AVE | WICKLIFFE | OH | 44092 | PC | PROVIDE ASSISTANCE TO HELP OUR DISADVANTAGED NEIGHBORS TURN THEIR LIVES AROUND | $2,000 |
| TEACH FOR AMERICA | ||||||
| 2814 DETROIT AVE | CLEVELAND | OH | 44113 | PC | PARTNERS WITH LOCAL COMMUNITIES TO ENHANCE EDUCATIONAL OPPORTUNITIES FOR STUDENTS FACING POVERTY | $1,000 |
| THE CLEVELAND MUSEUM OF ART | ||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | PC | SUPPORT THE CMA EDUCATION AND COMMUNITY PROGRAMS | $1,000 |
| THE FISHING FOUNDATION | ||||||
| 129 THE MALL | BEREA | OH | 44017 | PC | SUPPORT OUR IN-PERSON FISHING PROGRAM AND EXPANDING OUR OUTREACH EFFORTS | $1,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | PC | SUPPORTING EDUCATIONAL PROGRAMMING. THROUGH COLLABORATION WITH CULTURAL AND HISTORICAL ORGANIZATIONS | $2,000 |
| THE MUSIC SETTLEMENT | ||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | CREATED AS A WAY TO WELCOME IMMIGRANTS AND THEIR CHILDREN TO CLEVELAND AND UNITE THEM THROUGH THE COMMON LANGUAGE OF MUSIC | $2,000 |
| JOURNEY CENTER FOR SAFETY & HEALING | ||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | PC | SERVES INDIVIDUALS IN CUYAHOGA COUNTY WHO ARE VICTIMS OF CHILD SEXUAL AND PHYSICAL ABUSE, DATING VIOLENCE, PARTNER VIOLENCE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $265,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $191,779 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $548,831 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $740,721 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $740,721 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF EMILY ZEIDERS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 463 OVERLOOK RD | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,908,328 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,244,407 | FairMarketValueAmt |
| Received | 2025-08-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,500 | Amt |
| Net Investment Income | $22,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FLEXSHARES TR IBOXX 3 YEAR | $133,164 | $132,330 |
| MFB NORTHERN FUNDS FIXED | $92,851 | $86,323 |
| MFC FLEXSHARES ULTRA-SHORT | $449,422 | $452,220 |
| MFO BLACKROCK FDS HIGH YIELD | $407,497 | $398,876 |
| MFO BLACKROCK FUNDS V FLTG RATE INCOME | $98,424 | $97,221 |
| MFO DOUBLELINE CORE FIXED INCOME FUND | $88,649 | $76,676 |
| MFO VANGUARD INFLATION | $82,523 | $66,487 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADYEN N V ADR | $1,077 | $2,236 |
| AIA GROUP | $3,206 | $4,801 |
| AIR LIQUIDE | $675 | $1,728 |
| ALCON AG COM | $1,801 | $2,207 |
| ALFA LAVAL | $1,225 | $2,813 |
| ALLIANZ SE ADR | $2,361 | $6,440 |
| ASML HOLDING NV NY (ASML) | $5,764 | $7,489 |
| ATLAS COPCO | $478 | $1,630 |
| BAE SYS PLC SPONSORED (BAESY) | $3,537 | $3,529 |
| BANCO BILBAO | $947 | $3,310 |
| CANADIAN NATIONAL RY CO | $767 | $1,285 |
| CHUGAI PHARMACEUTICALS CO | $2,123 | $4,124 |
| COLOPLAST A/S | $1,509 | $1,020 |
| COMPASS GROUP PLC SPON ADR (CMPGY) | $1,795 | $1,663 |
| CONTEMPORARY AMPEREX TECHNOLOGY CO LTD | $3,212 | $3,369 |
| CREDICORP LTD COM STK (BAP) | $1,417 | $2,870 |
| DAIFUKU CO | $1,201 | $1,954 |
| DASSAULT SYS | $1,493 | $1,396 |
| DBS GROUP HOLDINGS | $2,038 | $7,200 |
| DISCO CORP | $4,691 | $4,904 |
| EPIROC AN UNSPOON ADS | $1,087 | $2,572 |
| FOMENTO | $3,402 | $4,750 |
| GDR ASSA ABLOY AB ADR (ASAZY) | $1,372 | $2,394 |
| GENMAB A/S SPONSORED ADR | $2,889 | $2,310 |
| GRUPO FIANCIERO BANORTE | $1,672 | $1,810 |
| HAIER SMART HOME CO LTD ADR | $1,845 | $1,968 |
| HALEON PLC ADR (HLN) | $2,870 | $3,539 |
| HDFC BK LTD | $4,770 | $5,481 |
| ISHARES CORE S&P 500 | $887,825 | $958,916 |
| LASERTEC CORP | $3,380 | $4,063 |
| LOREAL CO | $1,440 | $3,426 |
| M3 INC ADR | $1,763 | $1,505 |
| MANULIFE FINANCIAL CORP | $1,765 | $3,664 |
| MERCADOLIBRE INC | $1,548 | $2,014 |
| MFB NORTHERN EMERGING | $209,888 | $245,503 |
| MFB NORTHERN GLOBAL R/E | $46,176 | $51,047 |
| MFB NORTHERN STOCK INDEX | $552,247 | $998,661 |
| MFC DIMENSIONAL INTERNATIONAL VALUE | $223,224 | $299,400 |
| MFC FLEXSHARES MORNINGSTAR GBL | $68,977 | $105,455 |
| MFC FLEXSHARES STOXX GLOBAL | $167,165 | $193,632 |
| MFC ISHARES RUSSELL 1000 VALUE | $632,812 | $780,945 |
| MFC ISHARES RUSSELL 2000 | $114,172 | $246,160 |
| MFC ISHARES RUSSELL MIDCAP | $53,497 | $235,862 |
| MFC ISHARES TR GLOBAL INFRASTRUCTURE | $196,069 | $205,556 |
| MFC VANGUARD INTL EQUITY INDEX | $207,920 | $215,040 |
| NETLEASE INC | $2,027 | $2,615 |
| NICE LTD | $3,424 | $3,052 |
| NORTHERN FUNDS US GOV'T MONEY MARKET FUNDSINGLE CL | $66,023 | $66,023 |
| NOVARTIS AG | $1,715 | $1,930 |
| NOVZYMES | $1,089 | $1,336 |
| OBIC CO LTD | $2,297 | $2,009 |
| PERUSAHAAN PERSEROAN PERSERO | $1,922 | $1,958 |
| PING AN AMERICAN INSURANCE SPONSORED | $2,429 | $2,064 |
| PJSC LUKOIL SPONSORED ADR | $10,708 | $884 |
| RIO TINTO PLC | $2,360 | $3,681 |
| ROCHE HOLDINGS | $2,526 | $4,022 |
| ROYAL DUTCH SHELL PLC | $3,641 | $4,923 |
| RYAMAOR HLDGS | $1,770 | $2,166 |
| SAFRAN | $1,780 | $1,915 |
| SCHNEIDER ELECTRIC | $3,459 | $5,054 |
| SD HLDG CO LTD | $1,382 | $1,207 |
| SEA LTD | $1,696 | $1,148 |
| SHIONOGI & CO LTD | $1,723 | $1,778 |
| SONOVA HOLDINGS | $641 | $1,241 |
| SONY GROUP CORPORATION SPON ADS EACH REPR | $2,424 | $3,635 |
| SYMRISE AG | $1,151 | $1,408 |
| SYSMEX CORP | $3,126 | $1,697 |
| TAIWAN SEMICONDUCTOR MRG CO | $771 | $7,597 |
| TECHTRONIC INDS | $1,601 | $1,267 |
| TENCENT HLDGS LTD | $4,903 | $6,583 |
| UNICHARM CORP | $2,244 | $1,217 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $801,192 | $874,580 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $111 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $111 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $111 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $120 | $120 | $120 | $0 |
| NORTHERN TRUST INVESTMENT MGMT | $43,588 | $43,588 | $43,588 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $4,251 | $4,251 | $4,251 | $0 |
| OHIO FEE | $200 | $0 | $0 | $200 |
| PROPERTY TAXES | $10,560 | $10,560 | $10,560 | $0 |
| EXCISE TAX | $9,510 | $0 | $0 | $0 |