WOODRUFF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WOODRUFF FOUNDATION (EIN 23-7425631)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-23
- IRS object ID
- 202442679349100504
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-23T07:40:43-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341266359 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dingus & Daga Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 Chagrin Blvd Ste 701 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | 237425631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODRUFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2166212901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVENUE 966 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET LOWDER | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-09-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RINA SHAH | PreparerPersonNm |
| PTIN | P01621926 | PTIN |
| Phone | 2165619200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,156,735 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $370,443 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $370,443 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $370,443 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $860,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,977,767 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $860,409 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $42,957 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $150 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,231,002 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,230,852 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $413,400 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,349 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $113,867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $113,867 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,099 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $666,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $666,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $833,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,099 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $784,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $397,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,181,753 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $413,400 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $237,074 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $353,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $353,812 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $39,017 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,042 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $39,017 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $39,017 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $8,920 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $11,160,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,763,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,763,906 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,416,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,156,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,156,735 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,006 | AccountsPayableEOYAmt |
| Grants Payable BOY | $176,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $183,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,006 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,233,185 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,141,729 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,233,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,141,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,416,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,156,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,233,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $397,326 | ExcessRevenueOverExpensesAmt |
| Other Increases | $527,644 | OtherIncreasesAmt |
| Subtotal | $12,158,155 | SubtotalAmt |
| Other Decreases | $16,426 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,141,729 | 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 |
|---|---|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES-SHORT TERM | P | 2023-01-01 | 2023-12-31 | $171,689 | $189,092 | -$17,403 | -$17,403 |
| PUBLIC TRADED SECURITIES-LONG TERM | P | 2020-01-01 | 2023-12-31 | $3,561,953 | $4,056,482 | -$494,529 | -$494,529 |
| PUBLIC TRADED SECURITIES-SHORT TERM | P | 2023-01-01 | 2023-12-31 | $2,759,248 | $2,698,888 | $60,360 | $60,360 |
| PUBLIC TRADED SECURITIES-LONG TERM | P | 2020-01-01 | 2023-12-31 | $6,484,877 | $5,172,896 | $1,311,981 | $1,311,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $860,409 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $42,957 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,426 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,426 | SubtotalAmt |
| Tax Based On Investment Income | $16,426 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,494 | OverpaymentAmt |
| Applied To ES Tax | $16,494 | 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 | Yes (true) | 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 | WOODRUFFGREATERCLE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Management Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166212901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 Euclid Avenue 966 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MOLLY WIMBISCUS MD | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44113 | Trustee | 1.00 | $0 |
| LOVELL CUSTARD | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44115 | Trustee | 1.00 | $0 |
| HABEEBAH RASHEED GRIMES | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44115 | Trustee | 1.00 | $0 |
| VANESSA JENSEN PsyD | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44115 | Trustee | 1.00 | $0 |
| LAUREL DOMANSKI DIAZ | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44115 | President | 1.00 | $0 |
| JANET LOWDER | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44115 | Secretary | 1.00 | $0 |
| DIXON MORGAN | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44115 | Trustee | 1.00 | $0 |
| JOHN CORLETT | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44115 | Vice President | 1.00 | $0 |
| STEVEN SIEMBORSKI | ||||||
| 1422 EUCLID AVENUE 966 | CLEVELAND | OH | 44115 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FOUNDATION MANAGEMENT SERVICES | |||||
| 1422 Euclid Avenue Suite 966 | CLEVELAND | OH | 44115 | FOUNDATION MGMT | $101,520 |
| BERNSTEIN | |||||
| 127 PUBLIC SQUARE SUITE 5000 | CLEVELAND | OH | 44114 | INVESTMENT ADVISORY | $21,541 |
| ROBERT W BAIRD & COMPANY | |||||
| 200 PUBLIC SQUARE SUITE 1650 | Cleveland | OH | 44114 | Investment Advisory | $23,808 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,105,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,105,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,105,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,924,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $596,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $596,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,426 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,426 | TotalTaxAmt |
| Distributable Before Adj | $579,780 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $579,780 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $579,780 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $784,577 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $784,577 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $579,780 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $44,884 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $44,884 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $784,577 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $579,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $204,797 | RemainingDistriFromCorpusAmt |
| Total Corpus | $249,681 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $249,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $44,884 | ExcessFromYear2Amt |
| Excess From Current Year | $204,797 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WOODRUFF FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVENUE SUITE 966 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2165661853 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC APPLICATION OR PROPOSAL FORM IS USED. APPLICANTS SHOULD SUBMIT PROPOSALS THAT SHOULD INCLUDE ITEMS SUCH AS:1. PURPOSE OF THE PROPOSAL2. A BRIEF HISTORY AND PURPOSE OF THE ORGANIZATION3. A PROFILE OF CLIENTS SERVED, A SUMMARY OF TEH SERVICES OFFERED ALONG WITH THE SERVICE AREA AND APPLICABLE STATISTICS4. AN EXPLANANTION OF SPECIFIC GRANT REQUEST INCLUDING OBJECTIVES, TIME FRAME AND BUDGET5. A STATEMENT OF INCOME AND EXPENSES FOR THE PRECEDING YEAR AND A CURRENT BUDGET6. A LIST OF THE BOARD OF TRUSTEES7. A COPY OF THE LATEST AUDITED FINANCIAL STATEMENTS8. A COPY OF THE MOST RECENT ANNUAL REPORT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVENUE | CLEVELAND | OH | 44121 | NONE | PC | TO PROVIDE GUARDIANSHIP SUPPORT TO VULNERABLE ADULTS | $18,000 |
| MENTAL HEALTH & ADDICTION ADVOCACY COAL | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | NONE | PC | FOR RESEARCH AND ADVOCACY TO INCREASE ACCESS TO BEHAVIORAL HEALTH SERVICES | $60,000 |
| ALCOHOL DRUG ADDITIONMENTAL HLTH SVC | |||||||
| 2012 WEST 25 STREET | CLEVELAND | OH | 44113 | NONE | PC | FOR RECRUITMENT AND RETENTION LEARNING COLLABORATIVE AND CHILD PARENT PSYCHOTHERAPY TRAINING | $13,960 |
| POSITIVE EDUCATION PROGRAM | |||||||
| 3100 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | TO PROVIDE EARLY CHILDHOOD CONSULTATION IN PUBLIC SCHOOL DISTRICTS | $30,000 |
| STELLA MARIS | |||||||
| 1320 WASHINGTON AVENUE | CLEVELAND | OH | 44113 | NONE | PC | FOR SUBSTANCE ABUSE TREATMENT SERVICES | $30,000 |
| LGBT COMMUNITY CENTER OF GREATER CLEVELA | |||||||
| 6705 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | PC | TO PROVIDE ACCESS TO AFFIRMING AND CULTURALLY SENSITIVE MENTAL HEALTH SERVICES TO LGBTQ+ YOUTH | $50,000 |
| CLEVELAND CHRISTIAN HOME | |||||||
| 4614 PROSPECT AVENUE | CLEVELAND | OH | 44103 | NONE | PC | FOR BUILDING REPAIR AND RENOVATION | $37,500 |
| MAY DUGAN CENTER | |||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | NONE | PC | FOR BEHAVIORAL HEALTH PROGRAMMING | $25,000 |
| VILLAGE OF HEALING | |||||||
| 26871 FARRINGDON AVENUE | EUCLID | OH | 44132 | NONE | PC | FOR THE MOTHER TO MOTHER PEER MENTORSHIP PROGRAM | $35,000 |
| THE CENTERS FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | NONE | PC | TO INCREASE CAPACITY FOR SUBSTANCE USE DISORDER PROGRAMMING | $25,000 |
| THE SALVATION ARMY | |||||||
| 2507 EAST 22 STREET | CLEVELAND | OH | 44115 | NONE | PC | FOR THE SUBSTANCE ABUSE RECOVERY PROGRAM | $45,000 |
| LIFE ACT | |||||||
| 210 BELL STREET | CHAGRIN FALLS | OH | 44022 | NONE | PC | FOR SUICIDE PREVENTION AND RESILIENCY PROGRAMMING FOR MIDDLE AND HIGH SCHOOL STUDENTS | $12,500 |
| IDEASTREAM PUBLIC MEDIA | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | FOR BEHAVIOURAL HEALTH PROGRAMMING | $10,000 |
| NAMI GREATER CLEVELAND | |||||||
| 2012 W 25TH STREET SUITE 705 | CLEVELAND | OH | 44113 | NONE | PC | FOR PROGRAM SUPPORT | $25,000 |
| BEECH BROOK | |||||||
| 3737 LANDER ROAD | CLEVELAND | OH | 44124 | NONE | PC | FOR SCHOOL-BASED MENTAL HEALTH SERVICES FOR CMSD STUDENTS IN 2023-24 | $17,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 WEST 25TH ST | CLEVELAND | OH | 44113 | NONE | PC | TO PROVIDE TRAUMA THERAPY FOR SURVIVORS OF SEXUAL VIOLENCE | $15,000 |
| BLACK LIVES MATTER CLEVELAND INC | |||||||
| 3100 E 45TH ST STE 320 | CLEVELAND | OH | 44127 | NONE | PC | TO SUPPORT EVALUATION OF THE CONVERSATION AND FORMULATION OF POLICY RECOMMENDATIONS | $23,000 |
| COMMUNITY ASSESSMENT & TREATMENT SERVICE | |||||||
| 8411 BROADWAY AVE | CLEVELAND | OH | 44105 | NONE | PC | FOR FACILITY REPAIRS | $30,000 |
| CORNERSTONE OF HOPE | |||||||
| 5905 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | NONE | PC | FOR BEREAVEMENT SUPPORT GROUPS | $10,000 |
| FAR WEST CENTER | |||||||
| 29133 HEALTH CAMPUS DRIVE | WESTLAKE | OH | 44145 | NONE | PC | FOR A NEW TELEPHONE SYSTEM TO IMPROVE TELEHEALTH | $20,000 |
| FRONTLINE SERVICE | |||||||
| 1744 PAYNE AVE | CLEVELAND | OH | 44114 | NONE | PC | TO RENOVATE THE INTEGRATED CARE CLINIC | $20,000 |
| HISPANIC UMADAO PROGRAM | |||||||
| 3305 WEST 25TH ST | CLEVELAND | OH | 44109 | NONE | PC | TO INSTALL FIRE PROTECTION AND FIRE ALARM SYSTEM IN RESIDENTIAL TREATMENT FACILITY | $20,000 |
| JOURNEY CENTER FOR SAFETY AND HEALING | |||||||
| P O BOX 5466 | CLEVELAND | OH | 44101 | NONE | PC | TO PROVIDE TRAUMA THERAPY FOR ADULT VICTIMS OF DOMESTIC VIOLENCE | $10,000 |
| NAALEH CLEVELAND | |||||||
| 5010 MAYFIELD RD STE 306 | LYNDHURST | OH | 44124 | NONE | PC | FOR THE REFERRAL AND SUPPORT LINE | $17,500 |
| THE EDUCATION SERVICE CENTER OF CYG CTY | |||||||
| 6393 OAK TREE BLVD | INDEPENDENCE | OH | 44131 | NONE | PC | FOR PLANNING FOR THE COLLECTIVE IMPACT IN EXPANDING AVAILABILITY OF IECMH SERVICES | $7,500 |
| THE MUSIC SETTLEMENT | |||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | PC | TO PROVIDE MUSIC THERAPY TO LOW-INCOME INDIVIDUALS WITH BEHAVIOURAL HEALTH ISSUES | $10,000 |
| UNIVERSITY SETTLEMENT | |||||||
| 4800 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | PC | FOR PREVENTION PROGRAMMING FOR CLEVELAND YOUTH | $10,000 |
| URBAN COMMUNITY SCHOOL | |||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 44102 | NONE | PC | FOR THE MENTAL HEALTH AND FAMILY SUPPORT PROGRAM | $20,000 |
| YWCA GREATER CLEVELAND | |||||||
| 4019 PROSPECT AVE | CLEVELAND | OH | 44103 | NONE | PC | FOR THE NORMA HERR WOMEN'S CENTER CRISIS INTERVENTION TEAM | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $666,960 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $370,443 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $860,409 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MADOFF VICTIM FUND | Desc |
| Related Or Exempt Function Incm | $150 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $370,443 | ExclusionAmt |
| Related Or Exempt Function Incm | $860,559 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,231,002 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,750 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| BERNSTEIN |
| INVESTMENT ADVISORY FEES |
| FOUNDATION MANAGEMENT SERVICES |
| FOUNDATION MANAGEMENT SERVICES INC. PROVIDES VARIOUS SERVICES RELATING TO THE MANAGEMENT AND TRACKING OF THE FOUNDATION ACTIVITIES. ITS COMPENSATION IS BASED ON AN ANNUAL CONTRACT THAT IS APPROVED BY THE WOODRUFF BOARD OF TRUSTEES |
| ROBERT W BAIRD & COMPANY |
| INVESTMENT ADVISORY FEES |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $16,426 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Insurance | $1,531 | $1,531 |
| Management Fee | $101,520 | $101,520 |
| Membership dues | $5,560 | $5,560 |
| Miscellaneous | $4,367 | $4,367 |
| State Registration | $200 | $200 |
| Website development | $689 | $689 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MADOFF VICTIM FUND | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONVERT F990 CASH BASIS CHARITABLE EXPENSES TO ACCRUAL | Desc |
| Amt | $176,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $45,349 | Amt |
| Net Investment Income | $45,349 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |