DOLL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOLL FAMILY FOUNDATION (EIN 34-1725981)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202511299349101036
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T09:42:43-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & CO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCOCOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 341725981 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DOLL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOLL | BusinessNameControlTxt |
| Phone | 2169218269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3159 VAN AKEN BLVD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY C DOLL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2169218269 | PhoneNum |
| Signature | 2025-05-08 | 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 | RACHEL ROAN | PreparerPersonNm |
| PTIN | P01984778 | PTIN |
| Phone | 8002291099 | PhoneNum |
| 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 | $4,487,696 | 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 | $158,911 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $32,613 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32,613 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $733,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,904 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $299,865 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,025 | 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 | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,948 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,948 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,403 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,051 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,457 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,640 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,860 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,984 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,984 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $278,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,860 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $258,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,809 | CashBOYAmt |
| Cash EOY | $123,208 | CashEOYAmt |
| Cash EOYFMV | $123,208 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,264,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,316,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,364,488 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,418,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,439,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,487,696 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,418,046 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,439,287 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,418,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,439,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,418,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,439,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,418,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,439,287 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,439,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB - DETAIL AVAILABLE UPON REQUEST | $163,342 | $14,790 | $148,552 | $148,552 | |
| CHARLES SCHWAB - DETAIL AVAILABLE UPON REQUEST | $564,986 | $494,701 | $70,285 | $70,285 | |
| $0 | $0 | ||||
| CAPITAL GAINS DIVIDENDS | $5,067 | $5,067 | $5,067 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,904 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,588 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,588 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | 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 | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,588 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | HENRY C DOLL | IndividualWithBooksNm |
| Phone | 2169218269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3159 VAN AKEN BLVD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY C DOLL | ||||||||
| 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATE GUTIERREZ | ||||||||
| 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | TRUSTEE | 1.00 | $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 | $4,282,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,001 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,426,038 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,426,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,359,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $217,982 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $217,982 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,588 | TotalTaxAmt |
| Distributable Before Adj | $214,394 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $214,394 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $214,394 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,592 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $216,592 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,394 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $21,805 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $8,453 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $30,258 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $216,592 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $214,394 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,198 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,456 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,456 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,805 | ExcessFromYear4Amt |
| Excess From Year2 | $8,453 | ExcessFromYear2Amt |
| Excess From Current Year | $2,198 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HENRY C DOLL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRIDGERCARE | |||||||
| 1288 N 14TH AVE 201 | BOZEMAN | MT | 59715 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 W 25TH ST 2ND FLOOR | CLEVELAND | OH | 44113 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| FAMILY PROMISE OF GALLATIN VALLEY | |||||||
| 1603 TSCHACHE LN | BOZEMAN | MT | 59715 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| NA'AH ILLAHEE FUND | |||||||
| 1620 18TH AVE | SEATTLE | WA | 98122 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| NARAL PROCHOICE OHIO | |||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| ONE VALLEY COMMUNITY FOUNDATION | |||||||
| 865 TECHNOLOGY BLVD STE B | BOZEMAN | MT | 59718 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| OREGON ENVIRONMENTAL COUNCIL | |||||||
| 537 SE ASH STREET SUITES 205 206 | PORTLAND | OH | 97214 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| ROSE HAVEN | |||||||
| 1740 NORTHWEST GLISAN STREET | PORTLAND | OR | 97209 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| THRIVE | |||||||
| 29201 AURORA RD 400 | SOLON | OH | 44139 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| ADELANTE MUJERES | |||||||
| 265 SE OAK STREET | HILLSBORO | OR | 97123 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| PRETERM CLEVELAND INC | |||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| CENTER FOR DIVERSITY AND THE ENVIRONMENT | |||||||
| 5431 NE 20TH AVE | PORTLAND | OR | 97211 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 44103 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,984 |
| PLANNED PARENTHOOD OH | |||||||
| 206 EAST STATE STREET | COLUMBUS | OH | 43215 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| JOURNEY CENTER FOR SAFETY AND HEALING | |||||||
| 2806 PAYNE AVE | CLEVELAND | OH | 44114 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| UNITED LABOR AGENCY | |||||||
| 737 BOLIVAR ROAD SUITE 300 | CLEVELAND | OH | 44115 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| HAVEN | |||||||
| 2971 E 61ST ST | CLEVELAND | OH | 44127 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| BUILDING HOPE IN THE CITY | |||||||
| 3274 W 58TH ST | CLEVELAND | OH | 44102 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| SOURCE CLEVELAND | |||||||
| 2054 W 47TH ST | CLEVELAND | OH | 44102 | UNRELATED | 501(C)(3) | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,984 | 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 | $32,613 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,508 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,833 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $140,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,954 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HENRY C DOLL | ||||||
| 1 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $105,639 | Yes (X) |
| HENRY C DOLL | ||||||
| 2 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $4,365 | Yes (X) |
| HENRY C DOLL | ||||||
| 3 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $38,052 | Yes (X) |
| HENRY C DOLL | ||||||
| 4 | 3159 VAN AKEN BLVD | SHAKER HEIGHTS | OH | 44120 | $10,856 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 549 SHARES OF APPLE INC | $105,639 |
| 2 | 100 SHARES OF INTEL CORP | $4,365 |
| 3 | 251 SHARES OF PNC FINL SERVICES | $38,052 |
| 4 | 141 SHARES OF VERALTO CORP | $10,856 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $2,040,212 | $2,949,669 |
| MUTUAL FUNDS | $198,579 | $369,052 |
| FIXED INCOME | $1,077,288 | $1,045,767 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSOCIATION FEES | $1,660 | $0 | $1,660 |
| INSURANCE | $775 | $0 | $0 |
| INVESTMENT FEES | $33,457 | $33,457 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $23,948 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,948 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO FEE | $200 | $0 | $0 |
| FOREIGN TAXES | $2,403 | $2,403 | $0 |
| FEDERAL TAX | $1,146 | $0 | $0 |