CHRISTINE AND EUIDO DI GERONIMO FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTINE AND EUIDO DI GERONIMO FOUNDATION (EIN 34-1788087)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-10
- IRS object ID
- 202621619349101002
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-10T10:57:16-04:00 | 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 | 341788087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHRISTINE & GUIDO DIGERONIMO | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION C/O LEE DIGERONIMOCO-TR | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 2165351066 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 670345 | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LEE DI GERONIMO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J TALBOT YOUNG JR | PreparerPersonNm |
| PTIN | P01329521 | PTIN |
| Phone | 2166964200 | PhoneNum |
| Preparation | 2026-06-10 | 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 | $1,152,709 | 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 | $818 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $818 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,356 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,356 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $593,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $103,890 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $687 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $126,751 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,064 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,242 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,621 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,621 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $13,957 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,882 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,033 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,796 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $113,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $113,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,796 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,528 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $27,407 | CashEOYAmt |
| Cash EOYFMV | $27,407 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,582 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,820 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $895,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $890,141 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,072,444 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $16,644 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,138 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $23,038 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $972,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,506 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,152,709 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $972,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $973,506 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $972,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $973,506 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $972,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $973,506 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $972,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,000 | OtherIncreasesAmt |
| Subtotal | $980,842 | SubtotalAmt |
| Other Decreases | $7,336 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $973,506 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH X475 ST COVERED | P | 2025-01-01 | 2025-01-31 | $83,092 | $68,417 | $14,675 | $14,675 |
| MERRILL LYNCH X475 LT COVERED | P | 2024-01-01 | 2025-01-31 | $48,425 | $30,428 | $17,997 | $17,997 |
| MERRILL LYNCH X060 ST COVERED | P | 2025-01-01 | 2025-01-31 | $389,122 | $309,384 | $79,738 | $79,738 |
| MERRILL LYNCH X060 LT COVERED | P | 2024-01-01 | 2025-01-31 | $72,420 | $80,940 | -$8,520 | -$8,520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $103,890 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $94,413 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,522 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,522 | SubtotalAmt |
| Tax Based On Investment Income | $1,522 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,921 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,921 | TotalPaymentsAndCreditsAmt |
| Overpayment | $399 | OverpaymentAmt |
| Applied To ES Tax | $399 | 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 | LEE DI GERONIMO | IndividualWithBooksNm |
| Phone | 2165351066 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 670345 | AddressLine1Txt |
| City | NORTHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44067 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LEE DI GERONIMO | ||||||||
| PO BOX 670345 | NORTHFIELD | OH | 44067 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| LYNN DI GERONIMO HOUSE | ||||||||
| PO BOX 670345 | NORTHFIELD | OH | 44067 | TRUSTEE | 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 | $1,116,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,175,305 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,175,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,157,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,522 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,522 | TotalTaxAmt |
| Distributable Before Adj | $56,362 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $56,362 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $56,362 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,796 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $114,796 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,362 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,692 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,559 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,836 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,912 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,105 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $150,104 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,796 | QualifyingDistributionsAmt |
| Applied To Current Year | $56,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,434 | RemainingDistriFromCorpusAmt |
| Total Corpus | $208,538 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,692 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $185,846 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,559 | ExcessFromYear4Amt |
| Excess From Year3 | $24,836 | ExcessFromYear3Amt |
| Excess From Year2 | $26,912 | ExcessFromYear2Amt |
| Excess From Year1 | $43,105 | ExcessFromYear1Amt |
| Excess From Current Year | $58,434 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||||
| 23215 COMMERCE PARK DRIVE | CLEVELAND | OH | 44122 | N/A | POF | UNRESTRICTED | $2,500 | ||
| AMERICAN HEART ASSOCIATION | |||||||||
| 1375 E 9TH ST - SUITE 6 | CLEVELAND | OH | 44114 | N/A | POF | UNRESTRICTED | $5,000 | ||
| AMERICAN LIVER FOUNDATION | |||||||||
| 39 BROADWAY SUITE 2700 | NEW YORK | NY | 100063003 | N/A | POF | UNRESTRICTED | $2,500 | ||
| AMERICAN RED CROSS | |||||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | POF | UNRESTRICTED | $7,500 | ||
| AXYS | |||||||||
| PO BOX 861 | MENDENHALL | PA | 19357 | N/A | POF | UNRESTRICTED | $2,500 | ||
| A SPECIAL WISH FOUNDATION | |||||||||
| 23 PUBLIC SQUARE | BRECKSVILLE | OH | 44141 | N/A | POF | UNRESTRICTED | $3,000 | ||
| COLLEGE NOW GREATER CLEVELAND | |||||||||
| 50 PUBLIC SQUARE | CLEVELAND | OH | 44114 | N/A | POF | MALONE SCHORLARSHIP FUND | $7,500 | ||
| EDWIN'S LEADERSHIP & RESTAURANT | |||||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | N/A | POF | UNRESTRICTED | $5,000 | INSTITUTE | |
| GOODWILL INDUSTRIES OF CLEVELAND | |||||||||
| 2295 EAST 55TH STREET | CLEVELAND | OH | 44103 | N/A | POF | UNRESTRICTED | $2,500 | ||
| GREATER CLEVELAND FOOD BANK | |||||||||
| PO BOX 74413 | CLEVELAND | OH | 441940002 | N/A | POF | UNRESTRICTED | $10,000 | ||
| HEIGHTS SCHOOLS FOUNDATION | |||||||||
| 2155 MIRAMAR BLVD | UNIVERSITY HEIGHTS | OH | 44118 | N/A | POF | CAPPELLETTI FUND | $1,000 | ||
| HOSPICE OF WESTERN RESERVE | |||||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | N/A | POF | UNRESTRICTED | $1,500 | ||
| IDEASTREAM | |||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | POF | UNRESTRICTED | $2,500 | ||
| MAKE THEM KNOW YOUR NAME | |||||||||
| 5815 LANDERBROOK DRIVE | CLEVELAND | OH | 44124 | N/A | POF | UNRESTRICTED | $2,500 | FOUNDATION | SUITE 241541 |
| MEMORIAL SLOAN KETTERING | |||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | POF | UNRESTRICTED | $2,000 | CANCER CENTER | |
| NAMI SUMMIT COUNTY | |||||||||
| 150 CROSS STREET | AKRON | OH | 44311 | N/A | POF | MENTAL HEALTH SERVICES | $2,500 | ||
| NORDONIA SCHOOLS FOUNDATION | |||||||||
| PO BOX 670059 | NORTHFIELD | OH | 44067 | N/A | POF | SCHOLARSHIP FUND | $4,000 | ||
| ORANGE ALUMNI ASSOCIATION | |||||||||
| 32000 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | N/A | POF | UNRESTRICTED | $15,000 | ||
| ORANGE SCHOOLS FOUNDATION | |||||||||
| 32000 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | N/A | POF | UNRESTRICTED | $1,000 | ||
| REACHING HEIGHTS FOUNDATION | |||||||||
| 1991 LEE ROAD | CLEVELAND HEIGHTS | OH | 44118 | N/A | POF | UNRESTRICTED | $5,000 | ||
| SANDY HOOK PROMISE FOUNDATION | |||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | POF | UNRESTRICTED | $2,500 | ||
| SLEEP IN HEAVENLY PEACE | |||||||||
| PO BOX 38401 | OLMSTED FALLS | OH | 44138 | N/A | POF | UNRESTRICTED | $1,500 | OHIO CUYAHOGA W | |
| ST JUDE'S CHILDREN'S | |||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | POF | UNRESTRICTED | $4,000 | RESEARCH HOSPITAL | |
| THE ANNIE L DAWSON FOUNDATION | |||||||||
| 13938 CEDAR ROAD | CLEVELAND | OH | 44118 | N/A | POF | UNRESTRICTED | $2,500 | SUITE 366 | |
| THE SALVATION ARMY OF | |||||||||
| 2507 E 22ND STREET | CLEVELAND | OH | 44115 | N/A | POF | UNRESTRICTED | $3,000 | GREATER CLEVELAND | |
| THE TURN | |||||||||
| NORTH OLMSTED GOLF CLUB | NORTH OLMSTED | OH | 44070 | N/A | POF | UNRESTRICTED | $2,000 | 5840 CANTERBURY ROAD | |
| TRAVIS MILLS FOUNDATION | |||||||||
| 647 CASTLE ISLAND ROAD | MT VERNON | ME | 04352 | N/A | POF | UNRESTRICTED | $2,500 | ||
| TRI-C FOUNDATION | |||||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | N/A | POF | UNRESTRICTED | $4,000 | ||
| UNITED WAY OF GREATER CLEVELAND | |||||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | POF | UNRESTRICTED | $3,000 | ||
| CASE WESTERN RESERVE | |||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | POF | UNRESTRICTED | $3,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $113,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $818 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,356 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $103,890 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| MISCELLANEOUS INCOME X475 | 18 | $287 |
| MISCELLANEOUS INCOME X060 | 18 | $376 |
| CASH MERGERS X475 | 18 | $24 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,751 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,751 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS TRUST DOES NOT PROVIDE A COPY OF FORM 990-PF TO THE OHIO ATTORNEY GENERAL, BECAUSE, IN LIEU THEREOF, IT IS REQUIRED TO FILE AN ONLINE ANNUAL REPORT WITH THE ATTORNEY GENERAL'S OFFICE AT WWW.OHIOATTORNEYGENERAL.GOV | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH X475 | $245,668 | $238,157 |
| MERRILL LYNCH X060 | $644,473 | $834,287 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHNEIDER SMELTZ SPIETH BELL | CategoryTxt |
| Legal Fees | $3,242 | LegalFeesAmt |
| Net Investment Income | $1,621 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,621 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS X475 | $8,950 | $24,300 | $20,026 |
| MUTUAL FUNDS X060 | $7,694 | $1,838 | $3,012 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHECKS WRITTEN IN 2024 PD IN 2025 | $7,000 |
| BASIS ADJUSTMENT | $336 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MISCELLANEOUS INCOME X475 | $287 |
| MISCELLANEOUS INCOME X060 | $376 |
| CASH MERGERS X475 | $24 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS WRITTEN IN 2025 PD IN 2026 | Desc |
| Amt | $13,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL SERVICE FEE M/L X475 | $150 | $75 | $75 |
| INV. ADVISORY FEES M/L X060 | $13,747 | $13,747 | |
| ADR , ETC. FEES - X475 | $60 | $60 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX X060 | $933 | $933 | |
| 2024 OHIO AG FILING EXPENSE | $200 | $100 | $100 |