THE ALLAYNE AND DOUGLAS WICK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ALLAYNE AND DOUGLAS WICK FOUNDATION (EIN 34-6539442)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-31
- IRS object ID
- 202530909349100613
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-31T15:46:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel L Horn | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 Orange Ave Unit 6747 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346539442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Allayne and Douglas Wick Foundation | BusinessNameLine1Txt |
| Business Name Line2 | (formerly Maradele Foundation) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLA | BusinessNameControlTxt |
| Phone | 4404233578 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co Mary Bole PO Box 8 | AddressLine1Txt |
| City | Gates Mills | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary Wick Bole | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 4404233578 | PhoneNum |
| Signature | 2025-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | Daniel L Horn | PreparerPersonNm |
| PTIN | P00841268 | PTIN |
| Phone | 4408213748 | PhoneNum |
| Preparation | 2025-03-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $2,765,734 | 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 | $248,423 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $643 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $643 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,127 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,127 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $314,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,305 | 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 |
| Accounting Fees Rev And Expnss | $2,247 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,247 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,010 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,010 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $682 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,139 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,129 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,129 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $175,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,732 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,211 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,211 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | -$19,000 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $664 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $664 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $845,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,040,964 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,761,858 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $869,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,044,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,765,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $794,030 | CapitalStockBOYAmt |
| Capital Stock EOY | $794,030 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $75,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $250,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $869,251 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $869,251 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,044,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $869,251 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $175,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,044,840 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,044,840 | 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 |
|---|---|---|---|---|---|---|---|
| Grail Inc (fractional) | P | 2019-04-10 | 2024-07-02 | $5 | $16 | -$11 | -$11 |
| Pepsico Inc (251 shs) | P | 2019-04-16 | 2024-12-19 | $38,236 | $30,973 | $7,263 | $7,263 |
| Sherwin William Co (27 shs) | D | 2019-12-20 | 2024-12-19 | $9,308 | $5,214 | $4,094 | $4,094 |
| Walmart Inc (330 shs) | P | 2021-12-09 | 2024-12-19 | $31,017 | $15,236 | $15,781 | $15,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,127 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $755 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $755 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $755 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $664 | 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 | $664 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $91 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Mary Wick Bole | IndividualWithBooksNm |
| Phone | 4404233578 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8 7581 Chelsea Lane | AddressLine1Txt |
| City | Gates Mills | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | 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 |
|---|---|---|---|---|---|---|---|---|
| Mary Wick Bole | ||||||||
| 7581 Chelsea Lane | Gates Mills | OH | 44040 | Trustee | 0.00 | $0 | $0 | $0 |
| Richard Holden Bole Jr | ||||||||
| 2857 Southington Road | Shaker Heights | OH | 44120 | Trustee | 0.00 | $0 | $0 | $0 |
| Douglas Samuel Miller | ||||||||
| 112 St Botolph Street | Boston | MA | 02115 | Trustee | 0.00 | $0 | $0 | $0 |
| Elizabeth Miller Griffin | ||||||||
| 1913 12th Street NW B | Washington | DC | 20009 | Trustee | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $2,442,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,473,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,473,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,436,594 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,830 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,830 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $755 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $755 | TotalTaxAmt |
| Distributable Before Adj | $121,075 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,075 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,075 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,129 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $127,129 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,075 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,028 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $127,129 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,028 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,101 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $974 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Mary Wick Bole | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Advantage CLE | |||||||
| PO Box 43063 | Cleveland | OH | 44143 | No Relationship | Public | General Operations | $500 |
| Apollo's Fire | |||||||
| 3091 Mayfield Road | Cleveland Heights | OH | 44118 | No Relationship | Public | General Operations | $500 |
| Beacon Hill Nursery School | |||||||
| 10 Derne Street | Boston | MA | 02114 | No Relationship | Public | Auction Fund | $500 |
| Boston Area Rape Crisis | |||||||
| 99 Bishop Allen Drive | Cambridge | MA | 02139 | No Relationship | Public | General Operations | $2,000 |
| Brewster Academy | |||||||
| 80 Academy Drive | Woldeboro | NH | 03894 | No Relationship | Public | General Operations | $3,000 |
| Carlton College | |||||||
| One North College St | Northfield | MN | 55057 | No Relationship | Public | General Operations | $1,000 |
| Case Western Reserve University | |||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | No Relationship | Public | General Operations | $10,000 |
| Central School of Practical Nursing | |||||||
| 4700 Rockside Rd Summit 1 Suite 250 | Independence | OH | 44131 | No Relationship | Public | General Operations | $500 |
| Cleveland Clinic Foundation | |||||||
| PO Box 931517 | Cleveland | OH | 441931655 | No Relationship | Public | Esophageal Cancer Research | $1,000 |
| Cleveland Kids Book Bank | |||||||
| 3635 Perkins Ave | Cleveland | OH | 44114 | No Relationship | Public | General Operations | $500 |
| Cleveland Museum of Art | |||||||
| 11150 East Blvd | Cleveland | OH | 44106 | No Relationship | Public | General Operations | $3,000 |
| Cleveland Museum of Natural History | |||||||
| 1 Wade Oval | University Circle | OH | 441061767 | No Relationship | Public | General Operations | $2,000 |
| Cleveland Playhouse | |||||||
| 1901 East 13th Street Suite 200 | Chagrin Falls | OH | 44114 | No Relationship | Public | General Operations | $500 |
| Connecticut College | |||||||
| 270 Mohegan Avenue | New London | CT | 06320 | No Relationship | Public | General Operations | $1,000 |
| Cornell University | |||||||
| 616 Thurston Avenue | Ithaca | NY | 14853 | No Relationship | Public | General Operations | $1,000 |
| Cornerstone School | |||||||
| 146 High Street | Stratham | NH | 03885 | No Relationship | Public | General Operations | $1,500 |
| Dana Farber Cancer Institute | |||||||
| PO Box 970002 | Boston | MA | 022970002 | No Relationship | Public | Jimmy Fund | $10,000 |
| Dunham Tavern Museum | |||||||
| 6709 Euclid Avenue | Cleveland | OH | 44103 | No Relationship | Public | General Operations | $2,000 |
| Friends of Breakthrough Schools | |||||||
| 616 Thurston Avenue | Cleveland | OH | 44114 | No Relationship | Public | General Operations | $1,000 |
| Friends of Sparrow Park | |||||||
| 800 Boylston St | Boston | MA | 02199 | No Relationship | Public | General Operations | $1,500 |
| Gates Mills Land Conservancy | |||||||
| PO Box 13 | Gates Mills | OH | 44040 | No Relationship | Public | General Operations | $500 |
| Greater Boston Food Bank | |||||||
| 70 South Bay Avenue | Boston | MA | 021182700 | No Relationship | Public | General Operations | $8,000 |
| Greater Cleveland Food Bank | |||||||
| 15500 South Waterloo Road | Cleveland | OH | 44110 | No Relationship | Public | General Operations | $1,000 |
| Harvard Museum of Natural History | |||||||
| 26 Oxford Street | Cambridge | MA | 02138 | No Relationship | Public | General Operations | $1,000 |
| Hathaway Brown School | |||||||
| 19600 North Park Blvd | Shaker Heights | OH | 44122 | No Relationship | Public | Adele E. Wick Scholarship Fund | $2,000 |
| Hawken School | |||||||
| PO Box 8002 | Gates Mills | OH | 440408002 | No Relationship | Public | General Operations | $2,000 |
| Health Care Without Harm | |||||||
| 12110 Sunset Hills Road | Reston | VA | 20190 | No Relationship | Public | General Operations | $1,000 |
| Holden Forests and Gardens | |||||||
| 9500 Sperry Road | Kirtland | OH | 44094 | No Relationship | Public | General Operations | $2,500 |
| Hopewell | |||||||
| 147 Bell Street Suite 303 | Chagrin Falls | OH | 44022 | No Relationship | Public | General Operations | $3,000 |
| Horizons for Homeless Children | |||||||
| 1705 Columbus Avenue | Roxbury | MA | 02119 | No Relationship | Public | General Operations | $2,000 |
| Kirtland Museum of Fine and Decorative Art | |||||||
| 1201 Bannock Street | Denver | CO | 80204 | No Relationship | Public | General Operations | $500 |
| Lake View Cemetery Foundation | |||||||
| 12316 Euclid Avenue | Cleveland | OH | 44106 | No Relationship | Public | General Operations | $1,000 |
| Lighthouse | |||||||
| 401 E McMillan | Cincinnati | OH | 45206 | No Relationship | Public | General Operations | $1,000 |
| More than Words | |||||||
| 24 East Berkeley Street | Boston | MA | 02118 | No Relationship | Public | General Operations | $1,000 |
| Museum of Fine Art Boston | |||||||
| 465 Huntington Avenue | Boston | MA | 02115 | No Relationship | Public | General Operations | $1,000 |
| Musical Arts Association | |||||||
| 11001 Euclid Avenue | Cleveland | OH | 44106 | No Relationship | Public | General Operations | $3,000 |
| North Union Farmers Market | |||||||
| 13111 Shaker Square 301 | Cleveland | OH | 44120 | No Relationship | Public | General Operations | $500 |
| Park School The | |||||||
| 171 Goddard Avenue | Brookline | MA | 02445 | No Relationship | Public | General Operations | $5,000 |
| Piano Cleveland | |||||||
| 20600 Chagrin Blvd Suite 610 | Shaker Heights | OH | 44122 | No Relationship | Public | General Operations | $500 |
| Red Oak Camp | |||||||
| 9057 Kirtland Chardon Road | Kirtland | OH | 44094 | No Relationship | Public | General Operations | $500 |
| Reynolda House Museum of American Art | |||||||
| 250 Reynolda Road | WinstonSalem | NC | 27106 | No Relationship | Public | General Operations | $1,000 |
| Room to Grow | |||||||
| 400 Shawmut Avenue | Boston | MA | 02118 | No Relationship | Public | General Operations | $2,500 |
| Rooted in Trees | |||||||
| PO Box 241 | Chardon | OH | 44024 | No Relationship | Public | General Operations | $500 |
| Rosie's Place | |||||||
| 889 Harrison Avenue | Boston | MA | 02118 | No Relationship | Public | General Operations | $2,500 |
| Ruffing Montessori School | |||||||
| 3380 Fairmount Blvd | Cleveland Heights | OH | 44118 | No Relationship | Public | General Operations | $1,000 |
| Seacoast Community Chamber Orchestra | |||||||
| PO Box 8391 | Portsmouth | MA | 03802 | No Relationship | Public | General Operations | $3,000 |
| Seacoast Science Center | |||||||
| 570 Ocean Blvd | Rye | NH | 03870 | No Relationship | Public | General Operations | $1,000 |
| Skidmore College | |||||||
| 815 North Broadway | Saratoga Springs | NY | 12866 | No Relationship | Public | General Operations | $3,500 |
| South End Settlements | |||||||
| 48 Rutland Street | Boston | MA | 02118 | No Relationship | Public | General Operations | $1,000 |
| St Christophers by the River | |||||||
| PO Box 519 | Gates Mills | OH | 44040 | No Relationship | Public | General Operations | $2,000 |
| Start Fresh Connecticut | |||||||
| 93 Sunrise Avenue | Pawcatuck | CT | 06379 | No Relationship | Public | General Operations | $500 |
| Tunnel to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | No Relationship | Public | General Operations | $1,000 |
| Two Foundation The | |||||||
| 8410 Washington Street | Chagrin Falls | OH | 44023 | No Relationship | Public | General Operations | $500 |
| University Hospitals of Cleveland | |||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | No Relationship | Public | Healthy Harrvest | $2,000 |
| University Hospitals of Cleveland | |||||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | No Relationship | Public | Lincoln Neurotherapeutics Research Fund | $12,000 |
| University School | |||||||
| 20701 Brantley Road | Shaker Heights | OH | 44122 | No Relationship | Public | General Operations | $1,000 |
| Wake Forest University | |||||||
| 1834 Wake Forest Road | WinstonSalem | NC | 27109 | No Relationship | Public | General Operations | $3,500 |
| Weeks Public Library | |||||||
| 36 Post Road | Greenland | NH | 03840 | No Relationship | Public | General Operations | $2,000 |
| Western Reserve Historical Society | |||||||
| 10825 East Boulevard | Cleveland | OH | 44106 | No Relationship | Public | General Operations | $1,000 |
| Western Reserve Land Conservancy | |||||||
| 3850 Chagrin River Road | Moreland Hills | OH | 44022 | No Relationship | Public | General Operations | $500 |
| Williams College | |||||||
| PO Box 167 | Williamstown | MA | 01267 | No Relationship | Public | General Operations | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,000 | 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 | $643 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,535 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,305 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,305 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Mary Wick Bole | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 8 | AddressLine1Txt |
| City | Gates Mills | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $248,423 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Sherwin William Co 731 shares | NoncashPropertyDesc |
| Fair Market Value | $248,423 | FairMarketValueAmt |
| Received | 2024-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Daniel L. Horn | CategoryTxt |
| Amt | $2,247 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,247 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requests that Ohio foundations file an annual report online with the Attorney General's office in lieu of sending a copy of the federal tax return, Form 990-PF. The Allayne and Douglas Wick Foundation has complied with this request. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ML Ishares S&P 500 Index 3860 shs | $470,207 | $2,272,305 |
| Disney Walt Co | $46,604 | $44,540 |
| Global Medical Reit Inc | $28,154 | $27,020 |
| Illumina Inc | $62,811 | $26,726 |
| Sherwin Williams Co | $248,423 | $248,489 |
| Pfizer Inc | $40,859 | $26,530 |
| Walmart Inc | $31,857 | $62,342 |
| Dow Inc | $61,037 | $40,130 |
| Banc California Inc | $49,408 | $13,187 |
| Grail Inc | $1,604 | $589 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ohio Attorney General | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Janney Montgomery Scott LLP | CategoryTxt |
| Amt | $12,010 | Amt |
| Net Investment Income | $12,010 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2022 Section 4940 tax | CategoryTxt |
| Amt | $682 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $682 | DisbursementsCharitablePrpsAmt |