THE CHAR AND CHUCK FOWLER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE CHAR AND CHUCK FOWLER FAMILY FOUNDATION (EIN 90-0035660)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-24
- IRS object ID
- 202421159349100807
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-24T07:53:35-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341965417 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 LANDERBROOK DR SUITE 200 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900035660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAR AND CHUCK FOWLER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2163815896 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 LANDERBROOK DRIVE SUITE 200 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES D FOWLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163815896 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHARLES | PersonFirstNm |
| Person Last | FOWLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORNERSTONE FAMILY OFFICE LLC | PreparerPersonNm |
| PTIN | P00529361 | PTIN |
| Phone | 4404600460 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,882,784 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $144,020 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $144,020 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $270,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,247 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $736,403 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $736,403 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,180,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,150,688 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $207,001 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $19,881 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $80,210 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,052 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,559 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,264 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $2,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,317 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $480,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,509,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,509,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,989,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,509,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,809,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,065,077 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $877,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $727,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $727,229 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,056 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $10,495,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,302,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,859,828 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,972,870 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,523,859 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,191,523 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $109,202 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,226 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $104,206 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,455,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,647,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,882,784 | 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 | $17,455,961 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,647,660 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,455,961 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,647,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,455,961 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,647,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,455,961 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,809,045 | ExcessRevenueOverExpensesAmt |
| Other Increases | $744 | OtherIncreasesAmt |
| Subtotal | $14,647,660 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,647,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|
| BOA #19189 | P | -$56,873 | -$56,873 |
| BOA #19189 | P | $792,476 | $792,476 |
| NORTH COAST VENTURE FUND | P | $800 | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $736,403 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,346 | 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 | $13,346 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,459 | 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 | WWW.FOWLERFAMILYFDN.ORG | WebsiteAddressTxt |
| Individual With Books | CORNERSTONE FAMILY OFFICE LLC | IndividualWithBooksNm |
| Phone | 4404600460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 LANDERBROOK DRIVE SUITE 200 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES D FOWLER | ||||||||
| 5900 LANDERBROOK DR 200 | MAYFIELD HEIGHTS | OH | 44124 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHARLOTTE A FOWLER | ||||||||
| 5900 LANDERBROOK DR 200 | MAYFIELD HEIGHTS | OH | 44124 | TREASURER & SECRETARY | 5.00 | $0 | $0 | $0 |
| CHANN FOWLER SPELLMAN | ||||||||
| 5900 LANDERBROOK DR 200 | MAYFIELD HEIGHTS | OH | 44124 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| HOLLEY FOWLER MARTENS | ||||||||
| 5900 LANDERBROOK DR 200 | MAYFIELD HEIGHTS | OH | 44124 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRIDGET C DELEON | ||||||||
| 17600 HAMPTON PLACE | STRONGSVILLE | OH | 44136 | MANAGER | 32.00 | $135,652 | $0 | $0 |
| DONOVAN YOUNG | ||||||||
| 2273 GRANDVIEW AVE 1 | CLEVELAND HEIGHTS | OH | 44106 | PROGRAM ASSOCIATE | 40.00 | $71,349 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $16,681,977 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,868,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $93,926 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,644,224 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,644,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $279,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,364,561 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $918,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $918,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,805 | TotalTaxAmt |
| Distributable Before Adj | $903,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $903,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $903,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,509,510 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,509,510 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $903,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,732,136 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,052,504 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,283,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,310,380 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,923,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,301,992 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,509,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $903,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,606,087 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,908,079 | 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 | $2,732,136 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,175,943 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,052,504 | ExcessFromYear4Amt |
| Excess From Year3 | $2,283,889 | ExcessFromYear3Amt |
| Excess From Year2 | $2,310,380 | ExcessFromYear2Amt |
| Excess From Year1 | $2,923,083 | ExcessFromYear1Amt |
| Excess From Current Year | $2,606,087 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES D FOWLER | ContributingManagerNm |
| Contributing Manager | CHARLOTTE A FOWLER | ContributingManagerNm |
| Contributing Manager | CHANN FOWLER SPELLMAN | ContributingManagerNm |
| Contributing Manager | HOLLEY FOWLER MARTENS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO CORNERSTONE FAMILY OFFICE LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5900 LANDERBROOK DR 200 | AddressLine1Txt |
| City | MAYFIELD HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2169064578 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@FOWLERFAMILYFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A KID AGAIN | ||||||
| 9347 RAVENNA RD UNIT D | TWINSBURG | OH | 44087 | PUBLIC | GENERAL SUPPORT | $10,000 |
| ACLU OF OHIO | ||||||
| 4506 CHESTER AVE | CLEVELAND | OH | 44103 | PUBLIC | OPERATING SUPPORT | $15,500 |
| AMERICAN JOURNALISM PROJECT INC | ||||||
| 6218 GEORGIA AVENUE NW NO 1-599 | WASHINGTON | DC | 20011 | PUBLIC | OHIO LOCAL NEWS INITIATIVE | $50,000 |
| ASSEMBLY FOR THE ARTS | ||||||
| 1900 SUPERIOD AVE E | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $20,000 |
| BECK CENTER FOR THE ARTS | ||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | PUBLIC | CREATING OUR FUTURE CAMPAIGN | $20,000 |
| BORDERLIGHT | ||||||
| 11459 MAYFIELD ROAD SUITE 337 | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $20,000 |
| BRITE CLEVELAND | ||||||
| PO BOX 6751 | CLEVELAND | OH | 44101 | PUBLIC | GENERAL SUPPORT | $5,000 |
| BROADWAY SCHOOL OF MUSIC & THE ARTS | ||||||
| 5415 BROADWAY AVE | CLEVELAND | OH | 44127 | PUBLIC | GENERAL SUPPORT | $10,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 11892 CARLTON ROAD | CLEVELAND | OH | 44106 | PUBLIC | CENTER FOR REPRODUCTIVE LAW | $50,000 |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | ||||||
| 50 BROADWAY SUITE 1604 | NEW YORK | NY | 10004 | PUBLIC | GENERAL SUPPORT | $15,000 |
| CLEVELAND CLASSICAL GUITAR SOCIETY INC | ||||||
| 19321 S LAKE SHORE BLVD | EUCLID | OH | 44119 | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | ||||||
| 2510 MARKET AVE | CLEVELAND | OH | 44113 | PUBLIC | OPERATING SUPPORT | $20,000 |
| CLEVELAND MODERN DANCE DBA DANCE CLEVELAND | ||||||
| 13110 SHAKER BLVD 106 | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLEVELAND PRINT ROOM INC | ||||||
| 2550 SUPERIOR AVE | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLEVELAND PUBLIC THEATRE | ||||||
| 6415 DETROIT ROAD | CLEVELAND | OH | 44102 | PUBLIC | GENERAL SUPPORT | $30,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 526 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $30,000 |
| CLEVELAND WATER ALLIANCE | ||||||
| 6815 EUCLID AVE | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $20,000 |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | PUBLIC | CREATIVE ARTS ACADEMY | $10,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | ||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | PUBLIC | ADULT EDUCATIONS SERVICES FOR INCARCERATED | $20,000 |
| ENLIGHTENED SOLUTIONS | ||||||
| 3142 W 140TH STREET | CLEVELAND | OH | 44111 | PUBLIC | GENERAL SUPPORT | $80,000 |
| ENTERPRISE COMMUNITY PARTNERS | ||||||
| 1360 E 9TH ST | CLEVELAND | OH | 44114 | PUBLIC | ENTERPRISE OHIO JUSTICE HOUSING INTIATIVE | $20,000 |
| FIREFISH ARTS | ||||||
| 520 BROADWAY STE 3 | LORAIN | OH | 44052 | PUBLIC | GENERAL SUPPORT | $10,000 |
| FLYING HORSE FARMS | ||||||
| 5260 STATE ROUTE 95 | MOUNT GILEAD | OH | 43338 | PUBLIC | ANGIE'S BUILDING | $124,000 |
| FOLUKE CULTURAL ARTS CENTER INC | ||||||
| 2234 E 55TH ST | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $10,000 |
| GCNCA OH TRANSFORMATION FUND | ||||||
| 1814 E 40TH STREET SUITE 4D | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $35,500 |
| GLOBAL CLEVELAND | ||||||
| 1422 EUCLID AVE STE 1652 | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $15,000 |
| GREATER CLEVELAND CONGREGATIONS | ||||||
| 6114 FRANCIS AVE | CLEVELAND | OH | 44127 | PUBLIC | CRIMINAL JUSTICE REFORM | $20,000 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | PUBLIC | GENERAL SUPPORT | $20,000 |
| JOURNEY CENTER FOR SAFETY AND HEALING | ||||||
| PO BOX 602696 | CLEVELAND | OH | 44102 | PUBLIC | FOSTERING CYCLE, HEALING BREAKING | $25,000 |
| JULIA DE BURGOS CULTURAL ARTS CENTER | ||||||
| 2800 ARCHWOOD AVENUE | CLEVELAND | OH | 44109 | PUBLIC | GENERAL SUPPORT | $15,000 |
| KARAMU HOUSE | ||||||
| 2355 E 89TH ST | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $20,000 |
| KHNEMU FOUNDATION INC | ||||||
| 966 EAST 105TH STREET | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $150,000 |
| LAKE ERIE INK | ||||||
| 2843 WASHINGTON BLVD | CLEVELAND HTS | OH | 44118 | PUBLIC | GENERAL SUPPORT | $10,000 |
| LAND STUDIO | ||||||
| 1939 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | PUBLIC | OPERATING SUPPORT | $20,000 |
| LEAD OHIO FOUNDATION | ||||||
| 5 E LONG ST | COLUMBUS | OH | 43215 | PUBLIC | GENERAL SUPPORT | $15,000 |
| LEGALWORKS INC | ||||||
| 1325 ANSEL ROAD | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $40,000 |
| LGBT COMMUNITY CTR OF CLEVELAND | ||||||
| 6705 DETROIT AVE | CLEVELAND | OH | 44102 | PUBLIC | GENERAL SUPPORT | $25,000 |
| LITERARY CLEVELAND | ||||||
| 2515 N TAYLOR ROAD | CLEVELAND HEIGHTS | OH | 44118 | PUBLIC | GENERAL SUPPORT | $15,000 |
| LUTHERAN METROPOLITAN MINISTRY | ||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 44103 | PUBLIC | ADVOCACY IN ACTION | $20,000 |
| MENTAL HEALTH & ADDICTION ADVOCACY | ||||||
| 4500 EUCLID AVE | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $20,000 |
| MOBILEMED1 DBA MEDWORKS | ||||||
| 1950 RICHMOND ROAD TR205 | LYNDHURST | OH | 44124 | PUBLIC | REENTRY WORK | $25,000 |
| MODERN WARRIOR LIVE | ||||||
| PO BOX 5683 | CLEVELAND | OH | 44101 | PUBLIC | STRATEGIC PLANNING | $4,000 |
| MORGAN ART PAPERMAKING CONSERVATORY | ||||||
| 1754 E 47TH ST | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $5,000 |
| NEIGHBORHOOD FAMILY PRACTICE | ||||||
| 3569 RIDGE ROAD | CLEVELAND | OH | 44102 | PUBLIC | REPRODUCTIVE HEALTH SERVICES | $20,000 |
| NORTH POINTE BALLET | ||||||
| 593 W BAGLEY RD | BEREA | OH | 44017 | PUBLIC | GENERAL SUPPORT | $5,000 |
| NURSE-FAMILY PARTNERSHIP | ||||||
| 100 LAKEMONT PARK BLVD | ALTOONA | PA | 16602 | PUBLIC | ADV. MATERNAL AND CHILD HEALTH | $35,000 |
| OH FAMILIES UNITE AGAINST POLICE BRUTALITY | ||||||
| 126 WROE AVE | DAYTON | OH | 45406 | PUBLIC | GENERAL SUPPORT | $15,000 |
| OHIO CITY INC | ||||||
| 3308 LORAIN AVE | CLEVELAND | OH | 44113 | PUBLIC | LET'S CLEAR THE AIR-AIR QUALITY INITIATIVE INTERNSHIP | $30,000 |
| OHIO DEBATE COMMISSION INC | ||||||
| 850 EUCLID AVE STE 2 | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $10,000 |
| OHIO ENVIRONMENTAL COUNCIL | ||||||
| 1145 CHESAPEAKE AVE STE I | COLUMBUS | OH | 43212 | PUBLIC | GENERAL SUPPORT | $25,000 |
| PEEL DEM LAYERS BACK | ||||||
| 2550 KEMPER RD APT 409 | SHAKER HEIGHTS | OH | 44120 | PUBLIC | GENERAL SUPPORT | $20,000 |
| PLANNED PARENTHOOD | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HTS | OH | 44146 | PUBLIC | GENERAL SUPPORT | $35,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVE STE 200 | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $15,600 |
| POLICY MATTERS OHIO | ||||||
| 3631 PERKINS AVENUE STE 4C EAST | CLEVELAND | OH | 44114 | PUBLIC | JUSTICE REFORM OPERATING SUPPORT PAYMENT | $28,160 |
| PRETERM | ||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $30,000 |
| RAINEY INSTITUTE | ||||||
| 1705 E 55TH ST | CLEVELAND | OH | 44103 | PUBLIC | PIVOT CENTER EXPANSION | $15,000 |
| SANDSTONE FOUNDATION | ||||||
| 5900 LANDERBROOK DR | MAYFIELD HEIGHTS | OH | 44124 | PRIVATE | GENERAL SUPPORT | $200,000 |
| SAY YES TO CLEVELAND SCHOLARSHIP | ||||||
| 1422 EUCLID AVE SUITE 1300 | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $400,000 |
| SKIDMARK CLE | ||||||
| 5401 HAMILTON AVE | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $15,000 |
| SOCIAL VENTURE PARTNERS CLEVELAND | ||||||
| 202 CENTER ST | CLEVELAND | OH | 44113 | PUBLIC | OPERATING SUPPORT | $25,000 |
| THE CENTER FOR COMMUNITY SOLUTIONS | ||||||
| 1501 EUCLID AVE 310 | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $22,500 |
| THE CITY CLUB | ||||||
| 850 EUCLID AVENUE STE 200 | CLEVELAND | OH | 44114 | PUBLIC | CRIMINAL JUSTICE FORUM SERIES | $20,000 |
| THE GATHERING PLACE | ||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PUBLIC | GENERAL SUPPORT | $25,000 |
| THE LEGAL AID SOCIETY OF CLEVELAND | ||||||
| 1223 W 6TH ST | CLEVELAND | OH | 44113 | PUBLIC | GENERAL SUPPORT | $30,000 |
| THE MARSHALL PROJECT | ||||||
| 156 W 56TH ST STE 701 | NEW YORK | NY | 10019 | PUBLIC | OPERATING SUPPORT | $125,000 |
| THE REFUGEE RESPONSE | ||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | PUBLIC | CREATIVE PATHWAYS | $35,000 |
| THE STEVEN G CANCER FOUNDATION | ||||||
| 700 HERON BAY | AVON LAKE | OH | 44012 | PUBLIC | YUONG ADULT CANCER CAMP | $24,000 |
| UNIVERSITY SETTLEMENT | ||||||
| 4800 BROADWAY AVE | CLEVELAND | OH | 44127 | PUBLIC | RISE PROGRAM | $25,000 |
| WEST CREEK CONSERVANCY | ||||||
| 7381 CAMEOLT DR | PARMA | OH | 44134 | PUBLIC | GENERAL SUPPORT | $25,000 |
| YWCA | ||||||
| 4019 PROSPECT AVE | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $60,000 |
| ZYGOTE PRESS INC | ||||||
| 1410 E 30TH ST | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $5,000 |
| ARGONAUT | ||||||
| 2332 PROSPECT AVE | CLEVELAND | OH | 44115 | PUBLIC | CLEAN WATER PROGRAMMING | $4,000 |
| ARTS IMPACT | ||||||
| 3311 PERKINS AVE STE 300 | CLEVELAND | OH | 44114 | PUBLIC | OPERATING SUPPORT | $25,000 |
| DIGITAL C | ||||||
| 6815 EUCLID AVE | CLEVELAND | OH | 44103 | PUBLIC | OPERATING SUPPORT | $250 |
| BATTERED WOMEN'S SHELTER | ||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | PUBLIC | OPERATING SUPPORT | $4,000 |
| BIRTHING BEAUTIFUL COMMUNITIES | ||||||
| 3043 SUPERIOR AVE E | CLEVELAND | OH | 44114 | PUBLIC | GOLD SPONSORSHIP | $5,000 |
| CHILD & FAMILY ADVOCATES OF CUYAHOGA COUNTY | ||||||
| 12200 FAIRHILL ROAD E193 | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $2,500 |
| CITY OF CLEVELAND DEPT OF PUBLIC HEALTH | ||||||
| 75 ERIEVIEW PLZ | CLEVELAND | OH | 44114 | PUBLIC | LAWN MOWER PROGRAM | $15,000 |
| CLEVELAND BOTANICAL GARDENS | ||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | PUBLIC | HOLDEN FORESTS | $20,000 |
| CLEVELAND METROPARKS | ||||||
| 4101 FULTON PKWY | CLEVELAND | OH | 44144 | PUBLIC | FLOATING WETLANDS | $25,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | PUBLIC | CONSERVING CLEAN WATER & AIR | $25,000 |
| COMMUNITY ENVIRONMENTAL LEGAL DEFENSE | ||||||
| PO BOX 360 | MERCERSBURG | PA | 17236 | PUBLIC | GREAT LAKES TRUTH, RECONCILIATION AND RIGHT RELATIONSHIP | $3,500 |
| CONNECTING CHAMPIONS | ||||||
| 6101 PENN AVE STE 201 | PITTSBURGH | PA | 15206 | PUBLIC | OPERATING SUPPORT-CAREER FOCUSED MENTORSHIP | $10,000 |
| DOBAMA THEATRE | ||||||
| 2340 LEE RD | CLEVELAND | OH | 44118 | PUBLIC | YOUNG PLAYWRIGHTS PROGRAM | $4,000 |
| DRINK LOCAL DRINK TAP | ||||||
| 1455 W 29TH ST | CLEVELAND | OH | 44113 | PUBLIC | OPERATING SUPPORT FOR NE OHIO ACTIVITIES | $14,000 |
| ENVIRONMENTAL LAW & POLICY CENTER | ||||||
| 35 EAST WACKER DR SUITE 1600 | CHICAGO | IL | 60601 | PUBLIC | GENERAL SUPPORT | $25,000 |
| EQUALITY OHIO | ||||||
| 370 S 5TH STE STE G3 | CLEVELAND | OH | 43215 | PUBLIC | GENERAL SUPPORT | $30,000 |
| GOODS BANK NEO | ||||||
| 7550 BITTERN AVE | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $4,000 |
| GREATER CLEVELAND FOODBANK | ||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | PUBLIC | GENERAL SUPPORT | $20,000 |
| HOPECAM INC | ||||||
| 12100 SUNSET HILLS RD STE C10 | RESTON | VA | 20190 | PUBLIC | GENERAL SUPPORT | $4,000 |
| ICONS | ||||||
| 2332 PROSPECT AVE | CLEVELAND | OH | 44115 | PUBLIC | ICONS YOUTH AND COMMUNITY ENGAGEMENT | $4,000 |
| IDEASTREAM PUBLIC MEDIA | ||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | PUBLIC | FY23-24 ENVIRONMENTAL PROGRAMMING & LOCAL REPORTING | $25,000 |
| IOBY | ||||||
| 6815 EULCID AE | CLEVELAND | OH | 44103 | PUBLIC | FOWLER MATCHING GRANT PROGRAM | $50,000 |
| LEWIS ART INC | ||||||
| 1811 IDLEHURST DR | EUCLID | OH | 44117 | PUBLIC | GENERAL SUPPORT | $4,000 |
| LORAIN HISTORICAL SOCIETY | ||||||
| 329 W 10TH ST | LORAIN | OH | 44052 | PUBLIC | GENERAL SUPPORT | $10,000 |
| MELANOMA RESEARCH FOUNDATION | ||||||
| 1420 K ST NW | WASHINGTON | DC | 20005 | PUBLIC | ANGIE'S INSTITUTE | $5,000 |
| MENTAL HEALTH SVC FOR HOMELESS PERSONS | ||||||
| 1744 PAYNE AVE | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $25,000 |
| MERRICK HOUSE | ||||||
| 1050 STARKWEATHER AVE | CLEVELAND | OH | 44113 | PUBLIC | GENERAL SUPPORT | $20,000 |
| MONTESSORI DEVELOPMENT PARTNERSHIPS | ||||||
| 975 EAST BLVD | CLEVELAND | OH | 44108 | PUBLIC | GENERAL SUPPORT | $3,000 |
| MUSEUM OF CONTEMPORARY ART CLEVELAND | ||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $15,000 |
| OHIO DOMESTIC VIOLENCE NETWORK | ||||||
| 174 E LONG ST STE 200 | COLUMBUS | OH | 43215 | PUBLIC | GENERAL SUPPORT | $15,000 |
| ORGANIC CONNECTS INC | ||||||
| 7000 EUCLID AVE STE 203 | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $4,000 |
| PASSAGES CONNECTING FATHERS AND SONS | ||||||
| 4600 CARNEGIE AVE | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $25,000 |
| PEP | ||||||
| 3134 EUCLID AVE | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $4,000 |
| PRO-CHOICE OHIO | ||||||
| 12000 SHALER BLVD | CLEVELAND | OH | 44120 | PUBLIC | PATIENT ADVOCATES | $20,000 |
| REACH SUCCESS | ||||||
| 1001 LAKESIDE AVE E STE 1610 | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $25,000 |
| REFRESH COLLECTIVE | ||||||
| 5409 DETROIT AVE | CLEVELAND | OH | 44102 | PUBLIC | GENERAL SUPPORT | $5,000 |
| RENOUNCE DENOUNCE GANG INTERVENTION | ||||||
| 17325 EUCLID AVE | CLEVELAND | OH | 44112 | PUBLIC | GENERAL SUPPORT | $40,000 |
| SHOWING UP FOR RACIAL JUSTICE OHIO | ||||||
| 2253 BENTON AVE | DAYTON | OH | 45406 | PUBLIC | GENERAL SUPPORT | $52,500 |
| SIGNATURE HEALTH INC | ||||||
| 14701 DETROIT AVE 6TH FLOOR | LAKEWOOD | OH | 44107 | PUBLIC | GENERAL SUPPORT | $30,000 |
| SUITE 1300 SERVICES INC | ||||||
| 1422 EUCLID AVE STE 1300 | CLEVELAND | OH | 44115 | PUBLIC | NEIGHBORHOOD CONNECTIONS | $50,000 |
| TEEN CANCER AMERICA | ||||||
| 11845 W OLYMPIC BLVD STE 77T W | LOS ANGELES | CA | 90064 | PUBLIC | GENERAL SUPPORT | $50,000 |
| THE CENTERS FOR FAMILIES AND CHILDREN | ||||||
| 2421 CENTRAL AVE | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $20,000 |
| THE MATRIOTS EDUCATION FUND | ||||||
| 1391 W 5TH AVE SUITE 155 | COLUMBUS | OH | 43212 | PUBLIC | GENERAL SUPPORT | $15,000 |
| THE NATURE CONSERVANCY IN OHIO | ||||||
| 6375 RIVERSIDE DR | DUBLIN | OH | 43017 | PUBLIC | GENERAL SUPPORT | $20,000 |
| UNIVERSITY HOSPITALS | ||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $150,000 |
| UNIVERSITY OF CINCINNATI FOUNDATION | ||||||
| 51 GOODMAN DR STE 100 | CLEVELAND | OH | 45221 | PUBLIC | GENERAL SUPPORT | $25,000 |
| URSULINE COLLEGE | ||||||
| 2550 LANDER RD | PEPPER PIKE | OH | 44124 | PUBLIC | IN HONOR OF JACKIE AMATO | $500 |
| WEST SHORE UNITARIAN UNIVERSALIST CONG | ||||||
| 20401 HILLIARD BLVD | ROCKY RIVER | OH | 44116 | PUBLIC | GENERAL SUPPORT | $4,000 |
| WORTH THE WAIT | ||||||
| 6347 LAKE TRAIL DR | WESTERVILLE | OH | 43082 | PUBLIC | GENERAL SUPPORT | $4,000 |
| WRITERS IN RESIDENCE | ||||||
| 13051 LARCHMERE BLVD | SHAKER HEIGHTS | OH | 44120 | PUBLIC | GENERAL SUPPORT | $15,000 |
| YMCA OF GREATER CLEVELAND | ||||||
| 1301 E 9TH ST | CLEVELAND | OH | 44114 | PUBLIC | YHAVEN | $30,000 |
| C2F3 FUND | ||||||
| 1050 E 9TH ST UNITE 2B | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,509,510 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $144,020 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,247 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $736,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,150,688 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,150,688 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | REIMBURSEMENT FOR OVERPAYMENT OF PLEDGE | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Amt | $80,210 | Amt |
| Net Investment Income | $20,052 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA | BondNm |
| EOY Book Value | $5,523,859 | EOYBookValueAmt |
| EOYFMV | $5,191,523 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BANK OF AMERICA | StockNm |
| EOY Book Value | $8,302,348 | EOYBookValueAmt |
| EOYFMV | $11,859,828 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PASS THROUGH ENTITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $94,226 | BookValueAmt |
| EOYFMV | $104,206 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $2,991 | $0 | $0 |
| OFFICE EXPENSE | $1,897 | $0 | $0 |
| PARKING | $6 | $0 | $0 |
| WORKERS COMPENSATION | $160 | $0 | $0 |
| PAYROLL EXPENSES | $3,893 | $0 | $0 |
| MISCELLANEOUS | $29,011 | $0 | $0 |
| MEMBERSHIP | $16,674 | $0 | $0 |
| PARTNERSHIP EXPENSES | $6,134 | $0 | $0 |
| COMPUTER EXPENSE | $7,225 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $18 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS TAX TIMING DIFFERENCE | Desc |
| Amt | $744 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $65,559 | Amt |
| Net Investment Income | $65,559 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $200 | $0 | $0 |
| PAYROLL TAXES | $18,064 | $0 | $0 |
| FEDERAL TAX | $15,000 | $0 | $0 |