LOUISE H AND DAVID S INGALLS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOUISE H AND DAVID S INGALLS FOUNDATION INC (EIN 34-6516550)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349103789
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T15:50:12-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340664461 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER SMELTZ SPIETH BELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE E STE 2200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 | 346516550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUISE H & DAVID S INGALLS FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2169216000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD SUITE 430 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BROWN | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M SLIVKA | PreparerPersonNm |
| PTIN | P01279128 | PTIN |
| Phone | 2166964200 | 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 | $56,134,746 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $139,890 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139,890 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $880,731 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $880,731 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,699,447 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,170,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,699,447 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,720,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,720,068 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,251 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,563 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,668 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,833 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,208 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $97,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,939 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $235,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $235,045 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $422,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $284,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,543 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,642,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,642,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,064,689 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $284,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,709,643 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $655,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,435,563 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $980,710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $973,119 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $973,119 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $34,533,595 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,355,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,049,635 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,830,772 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,943,887 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,072,528 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $311,350 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,784 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,784 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$235 | OtherAssetsBOYAmt |
| Other Assets EOY | -$321 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$320 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,656,192 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,311,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $56,134,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,707,507 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,707,507 | CapitalStockEOYAmt |
| Retained Earning BOY | $28,948,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,604,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,656,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,311,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,656,192 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,311,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,656,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $655,379 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,311,571 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,311,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS 40559 SHORT TERM - DETAIL ATTACH | P | $4,632,353 | $4,210,362 | $421,991 | $421,991 |
| UBS 40559 LONG TERM - DETAIL ATTACH | P | $7,963,303 | $5,696,273 | $2,267,030 | $2,267,030 |
| UBS 40560 LONG TERM - DETAIL ATTACH | P | $1,020,510 | $1,123,075 | -$102,565 | -$102,565 |
| UBS 25651 LONG TERM - DETAIL ATTACH | P | $640,000 | $640,000 | ||
| UBS 40563 SHORT TERM - DETAIL ATTACH | P | $414,933 | $412,340 | $2,593 | $2,593 |
| UBS 40563 LONG TERM - DETAIL ATTACH | P | $1,495,618 | $1,388,612 | $107,006 | $107,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,699,447 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $531,590 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,754 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,754 | SubtotalAmt |
| Tax Based On Investment Income | $47,754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $52,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $52,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,246 | OverpaymentAmt |
| Applied To ES Tax | $4,246 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY DAYTON | IndividualWithBooksNm |
| Phone | 2169216000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD STE 430 | AddressLine1Txt |
| City | SHAKER HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA BROWN | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | PRESIDENT & | 000.00 | $35,000 | $0 | $0 |
| CAREN V STURGES | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | VICE PRES & | 000.00 | $0 | $0 | $0 |
| WILLARD W BROWN JR | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | RECORDING SE | 000.00 | $0 | $0 | $0 |
| GARY DAYTON | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | TREAS. & ASS | 000.00 | $0 | $0 | $0 |
| JAMES R BRIGHT | ||||||||
| 1375 EAST 9TH STREET SUITE 900 | CLEVELAND | OH | 44114 | ASST. SEC./T | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,103,176 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,281,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $162,167 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,546,659 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $54,546,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $818,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,728,459 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,686,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,686,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,754 | TotalTaxAmt |
| Distributable Before Adj | $2,638,669 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,638,669 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,638,669 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,709,643 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,709,643 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,638,669 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $142,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $138,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $307,125 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $587,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,709,643 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,638,669 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,974 | RemainingDistriFromCorpusAmt |
| Total Corpus | $658,416 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $142,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $516,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $138,040 | ExcessFromYear2Amt |
| Excess From Year1 | $307,125 | ExcessFromYear1Amt |
| Excess From Current Year | $70,974 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GARY DAYTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD STE 430 | AddressLine1Txt |
| City | SHAKER HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2169216000 | RecipientPhoneNum |
| Form And Info And Materials | AS APPROPRIATE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PUBLIC CHARITIES ONLY. TRUSTEES RESPOND TO THOSE THEY WISH TO PURSUE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS NE OH CHAPTER | |||||||
| 3747 EUCLID AVE | CLEVELAND | OH | 44115 | PC | HEALTH | $50,000 | |
| ARCHBOLD FOUNDATION INC | |||||||
| 910 SOUTH BROAD STREET | THOMASVILLE | GA | 31792 | PC | HEALTH | $125,000 | |
| AUTISM SPEAKS | |||||||
| PO BOX 37148 | BOONE | IA | 50037 | PC | HEALTH | $15,000 | |
| BEST POINT EDUCATION & BEHAVIORAL H | |||||||
| 5050 MADISON ROAD | CINCINNATI | OH | 45227 | PC | EDUCATION | $50,000 | |
| BIGELOW LABORATORY FOR OCEAN SCIENC | |||||||
| 60 BIGELO DRIVE | EAST BOOTHBAY | ME | 04544 | PC | EDUCATION | $50,000 | |
| BLOSSOM HILL INC | |||||||
| 7080 ENGLE ROAD | MIDDLEBURG HEIGHTS | OH | 44130 | PC | HEALTH | $10,000 | |
| CITY MISSION | |||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | PC | HEALTH | $5,000 | |
| CLEVELAND ANGELS | |||||||
| 25935 DETROIT ROAD | CLEVELAND | OH | 44145 | PC | HEALTH | $15,000 | PMB 220 |
| CLEVELAND CHAMBER CHOIR | |||||||
| 305 BRIDGEPORT TRAIL | RICHMOND HEIHGTS | OH | 44143 | PC | ARTS | $15,000 | |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | PC | ARTS | $200,000 | UNIVERSITY CIRCLE |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | PC | ARTS AND CULTURE | $129,550 | |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | EDUCATION | $50,000 | AC 113 |
| CLEVELAND ZOOLOGICAL SOCIETY | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | PC | ARTS AND CULTURE | $204,550 | |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 W 25TH STREET | CLEVELAND | OH | 44113 | PC | HEALTH | $25,000 | 3RD FLOOR |
| GLOBAL AMBASSADORS LANGUAGE ACADEMY | |||||||
| 13442 LORAIN AVENUE | CLEVELAND | OH | 44111 | PC | EDUCATION | $100,000 | |
| GREATER CLEVELAND FOOD BANK | |||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | PC | HEALTH | $20,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | |||||||
| 350 COMMERCIAL STREET | PORTLAND | ME | 04101 | PC | ENVIRONMENTAL | $20,000 | |
| HANDS & HEARTS FOR HORSES | |||||||
| 3824 LOWER CAIRO RAOD | THOMASVILLE | GA | 31792 | PC | SPORTS | $10,000 | |
| HOLDEN FORESTS & GARDENS | |||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | PC | ENVIRONMENTAL | $250,000 | |
| HOPEWELL | |||||||
| 147 BELL STREET | CHAGRIN FALLS | OH | 44022 | PC | HEALTH | $15,000 | 303 |
| INTERNATIONAL CRANE FOUNDATION INC | |||||||
| E SHADY LANE ROAD | BARABOO | WI | 53913 | PC | HEALTH | $35,000 | |
| JACKSON LABORATORY | |||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | PC | EDUCATION | $50,000 | |
| KEEWAYDIN FOUNDATION | |||||||
| 500 RUSTIC LANE | SALISBURG | VT | 05769 | PC | EDUCATION | $50,000 | |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5190 | KENT | OH | 44242 | PC | EDUCATION | $30,000 | |
| KGNU COMMUNITY RADIO | |||||||
| 4700 WALNUT STREET | BOULDER | CO | 80301 | PC | ARTS | $45,000 | |
| LAKE ERIE INK | |||||||
| 2108 S TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | PC | ARTS | $7,500 | |
| LAND STUDIO | |||||||
| 2519 DETROIT AVENUE | CLEVELAND | OH | 44102 | PC | ENVIRONMENTAL | $100,000 | 100 |
| LIGHTHOUSE FOR THE BLIND INC | |||||||
| 2501 S PLUM STREET | SEATTLE | WA | 98144 | PC | HEALTH | $15,000 | |
| MAKE A WISH OKI | |||||||
| 6060 ROCKWIDE WOODS BLVD | INDEPENDENCE | OH | 44131 | PC | HEALTH | $10,000 | STE 315 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | ARTS | $15,000 | |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | ARTS | $100,000 | |
| NEW AVENUES TO INDEPENDENCE INC | |||||||
| 3615 SUPERIOR AVE | CLEVELAND | OH | 44114 | PC | HEALTH | $15,000 | SUITE 4404A |
| ONE HEALTH ORGANIZATION | |||||||
| 27600 CHAGRIN BLVD | CLEVELAND | OH | 44122 | PC | HEALTH | $25,000 | STE 400 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | PC | EDUCATION | $90,000 | |
| SATAO WILDLIFE FOUNDATION | |||||||
| 1675 MUNN ROAD | CHAGRIN FALLS | OH | 44023 | PC | ANIMAL | $10,000 | |
| SPECIAL OPERATIONS CARE FUND | |||||||
| 1000 NORTHFIELD COURT | ROSWELL | GA | 30076 | PC | HEALTH | $25,000 | SUITE 120 |
| ST MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6202 SAINT CLAIR AVE | CLEVELAND | OH | 44103 | PC | EDUCAITON | $30,000 | |
| THE EPILEPSY ASSOCIATION | |||||||
| 2831 PROSPECT AVE | CLEVELAND | OH | 44115 | PC | HEALTH | $25,000 | |
| THE MUSIC SETTLEMENT | |||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | EDUCATION | $50,000 | |
| THE UNIVERSITY OF TEXAS FOUNDATION | |||||||
| 9011 MOUNTAIN RIDGE DRIVE | AUSTIN | TX | 78759 | PC | EDUCATION | $170,500 | SUITE 150 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 516 WEST 168TH STREET | NEW YORK | NY | 10032 | PC | EDUCATION | $60,000 | 3RD FLOOR |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | PC | HEALTH | $150,000 | MCCO-5062 |
| VINEYARD FOOD RESOURCE CENTER | |||||||
| 1938 EAST 300TH STREET | WICKLIFFE | OH | 44092 | PC | ARTS | $10,000 | |
| WINOUS POINT MARSH CONSERVANCY | |||||||
| 3500 S LATTIMORE ROAD | PORT CLINTON | OH | 43452 | PC | HEALTH | $170,000 | |
| ZELIE'S HOME | |||||||
| PO BOX 25612 | GARFIELD HEIGHTS | OH | 44125 | PC | ARTS | $10,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | |||||||
| 1800 N GRANT ST 800 | DENVER | CO | 80203 | PC | EDUCATION | -$15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,642,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,890 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $880,731 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,699,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,720,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,720,068 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE FEES | $44,100 | $11,025 | $33,075 |
| ADMINISTRATIVE EXPENSE | $733 | $183 | $550 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL REQUIRES A SEPARATE REPORT IN LIEU OF A COPY OF FORM 990-PF. THE FOUNDATION FILES THIS REPORT TIMELY EACH YEAR. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,943,887 | EOYBookValueAmt |
| EOYFMV | $4,072,528 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $35,355,102 | EOYBookValueAmt |
| EOYFMV | $51,049,635 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $39,784 | BookValueAmt |
| EOYFMV | $39,784 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,251 | LegalFeesAmt |
| Net Investment Income | $2,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,668 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MISCELLANEOUS | -$231 | -$320 | -$320 |
| ROUNDING | -$4 | -$1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKER & BANK SERVICE CHARGES | $232,292 | $232,292 |
| MISCELLANEOUS EXPENSES | $469 | $469 |
| COMPUTER EXPENSE | $2,284 | $2,284 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $26,939 | $26,939 |
| FEDERAL TAX- 2024 TAX DUE | $18,521 | |
| FEDERAL TAX- 2025 ESTIMATE | $52,000 |