DAVID COURY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DAVID COURY FAMILY FOUNDATION (EIN 45-4057755)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349104761
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:40:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE BELL CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE E STE 2500 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 | 454057755 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID COURY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 4402503565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11502 HARBORVIEW DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID COURY | PersonNm |
| Person Title | COURY | PersonTitleTxt |
| Phone | 4402503565 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL TRESKA | PreparerPersonNm |
| PTIN | P01380005 | PTIN |
| Phone | 2163489600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $150,437 | 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 | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,166 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,166 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,837 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,023 | 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 |
| Other Prof Fees Rev And Expnss | $902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $902 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $738 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $738 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,490 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,490 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,143 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,370 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,957 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,624 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,624 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $124,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $95,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,797 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $33,755 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $26,357 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $26,016 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $181,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $150,437 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $181,730 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $126,610 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $181,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $181,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $126,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $181,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,120 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $126,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $126,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL - 874 | P | $3,279 | $3,082 | $197 | $197 |
| UBS FINANCIAL - 874 | P | $73,523 | $61,887 | $11,636 | $11,636 |
| CAPITAL GAINS DIVIDENDS | P | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,837 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $300 | OverpaymentAmt |
| Applied To ES Tax | $300 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID COURY | IndividualWithBooksNm |
| Phone | 4402503565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11502 HARBORVIEW DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44102 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID COURY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11502 HARBORVIEW DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $163,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $185,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $185,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $183,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,158 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $200 | TotalTaxAmt |
| Distributable Before Adj | $8,958 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,958 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,958 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $74,490 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,958 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,009 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $49,110 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,742 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,208 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,643 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $347,712 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,958 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,532 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $413,244 | 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 | $66,009 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $347,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,110 | ExcessFromYear4Amt |
| Excess From Year3 | $103,742 | ExcessFromYear3Amt |
| Excess From Year2 | $7,208 | ExcessFromYear2Amt |
| Excess From Year1 | $121,643 | ExcessFromYear1Amt |
| Excess From Current Year | $65,532 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID COURY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE FIRST TEE OF CLEVELAND | |||||||
| 3841 WASHINGTON PARK BOULEVARD | NEWBURGH HEIGHTS | OH | 44105 | NONE | PUBLIC CHARITY | DONEE'S STATED PURPOSE | $3,600 |
| OTS | |||||||
| 408 SWIFT AVE | DURHAM | NC | 27705 | NONE | PUBLIC CHARITY | DONEE'S STATED PURPOSE | $16,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 3615 SUPERIOR AVE SUITE 4403D | CLEVELAND | OH | 44114 | NONE | PUBLIC CHARITY | DONEE'S STATED PURPOSE | $2,500 |
| UNIVERSITY HOSPITALS HEALTH SYSTEM INC | |||||||
| 3605 WARRENSVILLE CENTER ROAD | BEACHWOOD | OH | 44122 | NONE | PUBLIC CHARITY | DONEE'S STATED PURPOSE | $25,000 |
| TOMAHAWK CHARITABLE SOLUTIONS FOUNDATION INC | |||||||
| 4751 TROUSDALE DR STE 110 | NASHVILLE | TN | 37220 | NONE | PUBLIC CHARITY | DONEE'S STATED PURPOSE | $27,090 |
| LAKEWOOD CATHOLIC ACADEMY | |||||||
| 14808 LAKE AVE | LAKEWOOD | OH | 44107 | NONE | PUBLIC CHARITY | DONEE'S STATED PURPOSE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,490 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,166 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,837 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,023 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,023 | 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 | DAVID COURY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11502 HARBORVIEW DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS ULTRA SHORT INCOME FUND CLASS P | BondNm |
| EOY Book Value | $26,357 | EOYBookValueAmt |
| EOYFMV | $26,016 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $1,703 | $1,761 |
| ABBVIE INC COM | $2,419 | $2,634 |
| ACCENTURE PLC IRELAND CL A | $2,257 | $2,807 |
| ADVANCED MICRO DEVICES | $619 | $884 |
| ALPHABET INC CL A | $1,625 | $2,794 |
| AMAZON.COM INC | $2,836 | $3,191 |
| AMER ELECTRIC POWER CO | $459 | $406 |
| AMER EXPRESS CO | $850 | $1,311 |
| AMERICAN TOWER CORP REIT | $906 | $864 |
| AMERIPRISE FINANCIAL INC | $299 | $760 |
| ANALOG DEVICES INC | $1,069 | $1,191 |
| APPLE INC | $1,916 | $2,888 |
| APPLIED MATERIALS INC. | $559 | $810 |
| ASML HLDG NV SPON ADR | $619 | $757 |
| ASTRAZENECA PLC SPON ADR | $1,221 | $1,280 |
| AUTOMATIC DATA PROCESSING INC. | $870 | $932 |
| BECTON DICKINSON & CO | $1,180 | $1,219 |
| BLACKROCK INC | $572 | $812 |
| BOSTON SCIENTIFIC GROUP | $400 | $578 |
| BROADCOM INC | $2,947 | $5,581 |
| CHUBB LTD CHF | $792 | $1,130 |
| CISCO SYSTEMS INC | $946 | $1,212 |
| CME GROUP INC. | $946 | $1,053 |
| COCA COLA CO COM | $1,927 | $2,004 |
| CONOCOPHILIPS | $414 | $1,161 |
| COSTCO WHOLESALE CORP | $391 | $660 |
| CROWN CASTLE INTL CORP REIT | $1,255 | $922 |
| CVS HEALTH CORP. | $1,787 | $1,500 |
| DANAHER CORP | $376 | $463 |
| DIAGEO PLC NEW GB SPON ADR | $180 | $146 |
| EMERSON ELECTRIC CO. | $886 | $973 |
| EOG RESOURCES INC. | $506 | $605 |
| EXXON MOBIL CORP | $3,230 | $3,199 |
| FEDEX CORP | $1,195 | $1,265 |
| GOLDMAN SACHS GROUP INC | $943 | $1,543 |
| HOME DEPOT INC | $952 | $1,040 |
| HONEYWELL INTL INC | $1,368 | $1,468 |
| INTUIT | $856 | $1,250 |
| INTUITIVE SURGICAL INC | $529 | $675 |
| JOHNSON & JOHNSON COM | $1,098 | $1,097 |
| JPMORGAN CHASE & CO | $1,696 | $2,722 |
| LILLY ELI & CO | $1,036 | $1,749 |
| LINDE PLC EUR | $1,471 | $2,875 |
| LOCKHEED MARTIN CORP | $793 | $906 |
| MARSH & MCLENNAN COS INC | $531 | $947 |
| MASTERCARD INC CL A | $754 | $853 |
| MCDONALDS CORP | $1,693 | $2,372 |
| META PLATFORMS INC CL A | $1,792 | $2,124 |
| MICROSOFT CORP | $6,079 | $10,153 |
| MORGAN STANLEY | $2,582 | $2,518 |
| NEXTERA ENERGY INC COM | $926 | $729 |
| NIKE INC CL B | $808 | $651 |
| NORFOLK STHN CORP | $1,144 | $1,418 |
| O REILLY AUTOMOTIVE INC | $431 | $950 |
| ORALCE CORP | $2,285 | $2,741 |
| PALO ALTO NETWORKS INC | $306 | $590 |
| PARKER HANNIFIN CORP | $311 | $461 |
| PHILLIPS 66 | $468 | $666 |
| PROCTER & GAMBLE | $2,019 | $2,198 |
| PROLOGIS INC COM | $2,277 | $2,533 |
| REPUBLIC SERVIES INC | $325 | $660 |
| ROCKWELL AUTOMATION INC NEW | $265 | $310 |
| RTX CORP | $828 | $757 |
| S&P GLOBAL INC | $388 | $440 |
| SALESFORCE.COM INC | $753 | $1,053 |
| SCHLUMBERGER LTD NETHERLANDS ANTILLES | $358 | $520 |
| SHERWIN WILLIAMS CO | $617 | $936 |
| STARBUCKS CORP | $1,206 | $1,056 |
| SYSCO CORP | $1,180 | $1,097 |
| TAIWAN SEMICONDUCTOR MFG CO | $1,311 | $1,456 |
| THERMO FISHER SCIENTIFIC INC | $519 | $531 |
| TJX COS INC NEW | $605 | $938 |
| TRANE TECHNOLOGIES | $391 | $488 |
| TRAVELERS COS INC | $770 | $1,143 |
| UNION PACIFIC CORP | $1,743 | $1,965 |
| UNITED PARCEL SERVICE INC CL B | $2,176 | $1,887 |
| UNITEDHEALTH GROUP INC | $2,441 | $2,632 |
| VISA INC CL A | $1,186 | $1,562 |
| WALMART INC | $1,131 | $1,419 |
| WELLS FARGO & CO NEW | $1,388 | $1,181 |
| YUM BRANDS INC | $743 | $784 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS FINANCIAL SERVICES, INC. | CategoryTxt |
| Amt | $902 | Amt |
| Net Investment Income | $902 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1 | $1 | $0 |
| US TREASURY | $337 | $337 | $0 |
| TREASURER STATE OF OHIO | $400 | $400 | $0 |