JUDITH GERSON CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH GERSON CHARITABLE TRUST (EIN 91-2120410)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-26
- IRS object ID
- 202511169349101501
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-26T09:01:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 912120410 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH GERSON CHARITABLE TR IMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERS | BusinessNameControlTxt |
| Phone | 2162229394 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CLEVELAND CENTER 1375 EAST 9TH | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J TALBOT YOUNG JR | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2162229394 | PhoneNum |
| Signature | 2025-03-12 | 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 | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2025-03-12 | PreparationDt |
| 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 | $695,172 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,042 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,597 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,121 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $70,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,163 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,663 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,663 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,379 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,663 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $74,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $74,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,576 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,501 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,212 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $77,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $348,352 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $269,001 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $237,941 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $321,608 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $350,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $333,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $695,172 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $350,752 | CapitalStockBOYAmt |
| Capital Stock EOY | $333,987 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $333,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $333,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,576 | ExcessRevenueOverExpensesAmt |
| Other Increases | $387 | OtherIncreasesAmt |
| Subtotal | $334,563 | SubtotalAmt |
| Other Decreases | $576 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $333,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100. COLGATE-PALMOLIVE CO | 2004-03-25 | 2024-12-04 | $9,439 | $2,695 | $6,744 | $6,744 |
| 1564.945 DODGE & COX INCOME FUND FD 147 | 2005-08-23 | 2024-12-04 | $20,000 | $20,031 | -$31 | -$31 |
| 150. ISHARES MSCI EAFE ETF | 2004-10-20 | 2024-12-04 | $11,944 | $7,185 | $4,759 | $4,759 |
| 92. ISHARES RUSSELL MID-CAP ETF | 2004-03-25 | 2024-12-04 | $8,714 | $1,579 | $7,135 | $7,135 |
| 40. ISHARES RUSSELL 2000 ETF | 2004-03-25 | 2024-12-04 | $9,573 | $2,265 | $7,308 | $7,308 |
| 40. JPMORGAN CHASE & CO | 2005-06-09 | 2024-12-04 | $9,702 | $1,421 | $8,281 | $8,281 |
| 25. MICROSOFT CORP | 2004-05-19 | 2024-12-04 | $10,915 | $655 | $10,260 | $10,260 |
| 50. PPG INDUSTRIES INC | 2010-03-31 | 2024-12-04 | $6,310 | $1,645 | $4,665 | $4,665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,121 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $838 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $838 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $838 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $879 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $879 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41 | OverpaymentAmt |
| Applied To ES Tax | $41 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J TALBOT YOUNG JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2162229394 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CLEVELAND CENTER 1375 E 9TH | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| J TALBOT YOUNG JR | ||||||
| ONE CLEVELAND CENTER 1375 EAST 9TH | CLEVELAND | OH | 44115 | CO-TRUSTEE | 1 | $0 |
| JUDITH GERSON | ||||||
| 1375 E NINTH STREET SUITE 900 | CLEVELAND | OH | 44114 | CO-TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $749,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $749,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $749,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,243 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $738,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $838 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $838 | TotalTaxAmt |
| Distributable Before Adj | $36,078 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,078 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,078 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $75,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,078 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,868 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,269 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,103 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,277 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,751 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,078 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,585 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $200,853 | 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 | $16,868 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $183,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,269 | ExcessFromYear4Amt |
| Excess From Year3 | $30,103 | ExcessFromYear3Amt |
| Excess From Year2 | $37,277 | ExcessFromYear2Amt |
| Excess From Year1 | $49,751 | ExcessFromYear1Amt |
| Excess From Current Year | $39,585 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NEW YORK CIVIL LIBERTIES UNION | ||||||||
| 125 BROAD STREET FL 18 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $5,500 | |
| WCLV FOUNDATION | ||||||||
| 26501 RENAISSANCE PARKWAY | CLEVELAND | OH | 44128 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MUSEUM OF CONTEMPORARY ART CLEVELAND | ||||||||
| 8501 CARNEGIE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| PLANNED PARENTHOOD - CLEVELAND | ||||||||
| 3500 LORAIN AVE STE 400 | CLEVELAND | OH | 44113 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GROUNDWORKS DANCE THEATER | ||||||||
| PO BOX 18191 | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| GREATER CLEVELAND COMMUNITY SHARES | ||||||||
| 3631 PERKINS AVE 3RD FLOOR | CLEVELAND | OH | 44114 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PRETERM CLEVELAND INC | ||||||||
| 1200 SHAKER BLVD | CLEVELAND | OH | 44120 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| APPLEWOOD CENTERS INC | ||||||||
| 2525 EAST 22ND STREET | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| IDEASTREAM PUBLIC MEDIA | ||||||||
| P O BOX 974141 | CLEVELAND | OH | 44197 | NONE | PC | GENERAL SUPORT | $3,000 | WVIZ |
| UNIVERSITY HOSPITALS OF CLEVELAND | ||||||||
| PO BOX 74947 | CLEVELAND | OH | 44101 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BENNINGTON COLLEGE | ||||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| ACLU OF OHIO FOUNDATION | ||||||||
| 4506 CHESTER AVENUE | CLEVELAND | OH | 44103 | NONE | PC | GENERAL SUPPORT | $5,500 | |
| CLEVELAND RESTORATION SOCIETY | ||||||||
| 3751 PROSPECT AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $500 | |
| CAMBODIAN ARTS & SCHOLARSHIP FOUNDATION | ||||||||
| PO BOX 18186 | PORTLAND | ME | 04112 | NONE | PC | GENERAL SUPPORT | $500 | |
| PBS WESTERN RESERVE | ||||||||
| 1750 CAMPUS CENTER DRIVE | KENT | OH | 44240 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL PUBLIC RADIO | ||||||||
| 635 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| GREATER CLEVELAND FOOD BANK INC | ||||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | GENERAL OPERATING | $5,000 | |
| METRO HEALTH FOUNDATION INC | ||||||||
| 2500 METRO HEALTH DRIVE | CLEVELAND | OH | 44109 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FREE MEDICAL CLINIC OF GREATER | ||||||||
| 12201 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $2,000 | CLEVELAND |
| AIDS TASK FORCE OF GREATER CLEVELAND | ||||||||
| 3210 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $500 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | UKRANIAN REFUGEES IN POLAND | $3,000 | |
| CLEVELAND INSTITUTE OF ART | ||||||||
| 11141 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ALLEN MEMORIAL ART MUSEUM OBERLIN | ||||||||
| 87 N MAIN STREET | OBERLIN | OH | 44074 | NONE | PC | GENERAL SUPPORT | $1,000 | COLLEGE |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $74,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,216 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 166764100 CHEVRON CORPORATION | $15,058 | $28,968 |
| 194162103 COLGATE-PALMOLIVE CO | $4,043 | $13,637 |
| 478160104 JOHNSON & JOHNSON | $11,671 | $26,032 |
| 580135101 MCDONALD'S CORP | $6,024 | $26,090 |
| 594918104 MICROSOFT CORP | $2,621 | $42,150 |
| 693506107 PPG INDUSTRIES INC | $3,289 | $11,945 |
| 747525103 QUALCOMM | $6,223 | $30,724 |
| 89417E109 THE TRAVELERS COS IN | $5,837 | $36,134 |
| 00287Y109 ABBVIE INC | $3,900 | $35,540 |
| 46625H100 JPMORGAN CHASE & CO | $5,684 | $38,354 |
| 68389X105 ORACLE CORP | $2,388 | $33,328 |
| 002824100 ABBOTT LABORATORIES | $4,096 | $25,450 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 256210105 DODGE & COX INCOME F | AT COST | $81,373 | $79,354 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $5,312 | $11,774 |
| 464287234 ISHARES MSCI EMERGIN | AT COST | $11,552 | $10,330 |
| 464287465 ISHARES MSCI EAFE ET | AT COST | $20,360 | $33,268 |
| 464287499 ISHARES RUSSELL MID- | AT COST | $8,584 | $44,200 |
| 464287655 ISHARES RUSSELL 2000 | AT COST | $10,760 | $41,982 |
| 72201F490 PIMCO INCOME FUND CL | AT COST | $30,000 | $30,463 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $70,000 | $70,237 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $1,663 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,663 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $572 |
| ADJUSTMENT TO INCOME | $4 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2023 TRANSACTION POSTED IN 2024 | $386 |
| ROUNDING ADJ FOR SALES AND TRANSACTIONS | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC AGENT FOR TRUSTEE FEES | CategoryTxt |
| Amt | $9,750 | Amt |
| Net Investment Income | $9,750 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $386 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $879 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $97 | $97 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $17 | $17 | $0 |