STRATEGY STUDIO / PUBLIC DATA EXPLORER

SAND FAIR FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SAND FAIR FOUNDATION (EIN 34-1815135)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-14
IRS object ID
202311349349100551
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-14T10:01:47-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341597728PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLEARSTEADBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 SUPERIOR AVE E STE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341815135EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDFAIR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANDBusinessNameControlTxt
Phone2166211090PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17095 WICK LN 209AddressLine1Txt
CityCHAGRIN FALLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP440231178ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM E CONWAYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2166211090PhoneNum
Signature2023-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastCONWAYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES T THOMASPreparerPersonNm
PTINP01972128PTIN
Phone2166211090PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$914,026FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$700,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,572DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,572DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,545NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$165,677GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,545CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$723,117TotalRevAndExpnssAmt
Total Net Invst Incm$23,117TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$231TaxesRevAndExpnssAmt
Taxes Net Invst Incm$231TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$178OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$178OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,409TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,409TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$239,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$239,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$250,159TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,409TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$239,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$472,958ExcessRevenueOverExpensesAmt
Net Investment Income$12,708NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$91,631CashBOYAmt
Cash EOY$72,122CashEOYAmt
Cash EOYFMV$72,122CashEOYFMVAmt
Corporate Stock BOY$89,182CorporateStockBOYAmt
Corporate Stock EOY$542,354CorporateStockEOYAmt
Corporate Stock EOYFMV$763,230CorporateStockEOYFMVAmt
Other Investments BOY$199,984OtherInvestmentsBOYAmt
Other Investments EOY$80,193OtherInvestmentsEOYAmt
Other Investments EOYFMV$68,674OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,567LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,567LandBldgEquipAccumDeprecAmt
Other Assets BOY$10,000OtherAssetsBOYAmt
Other Assets EOY$10,000OtherAssetsEOYAmt
Other Assets EOYFMV$10,000OtherAssetsEOYFMVAmt
Total Assets BOY$390,797TotalAssetsBOYAmt
Total Assets EOY$704,669TotalAssetsEOYAmt
Total Assets EOYFMV$914,026TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$390,797RetainedEarningBOYAmt
Retained Earning EOY$704,669RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$390,797TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$704,669TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$390,797TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$704,669TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$390,797TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$472,958ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$863,755SubtotalAmt
Other Decreases$159,086OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$704,669TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT-TERM TRANSACTIONSP2022-12-31$111,286$119,792-$8,506-$8,506
LONG-TERM TRANSACTIONSP2022-12-31$32,578$14,993$17,585$17,585
LONG-TERM TRANSACTIONSP2022-12-31$21,813$19,347$2,466$2,466
FieldValueIRS element (for citing)
Capital Gain Net Income$11,545CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$177InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$177SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$177TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,557EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,557TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,380OverpaymentAmt
Applied To ES Tax$1,380AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GUIDESTAR.COMWebsiteAddressTxt
Individual With BooksCLEARSTEADIndividualWithBooksNm
Phone2166211090PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11100 SUPERIOR AVE E STE 700AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM E CONWAY
32400 FAIRMOUNT BLVDPEPPER PIKEOH44124PRESIDENT/TREASURER10.00$0$0$0
ANNE CONWAY JUSTER
3007 FONTENAY RDSHAKER HEIGHTSOH44120SECRETARY0.00$0$0$0
PETER F CONWAY
29025 EDGEDALE RDPEPPER PIKEOH44124DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$624,928AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,016AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$711,944TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$711,944AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,679CashDeemedCharitableAmt
Net Vl Noncharitable Assets$701,265NetVlNoncharitableAssetsAmt
Minimum Investment Return$35,063MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$35,063MinimumInvestmentReturnAmt
Tax Based On Investment Income$177TaxBasedOnInvestmentIncomeAmt
Total Tax$177TotalTaxAmt
Distributable Before Adj$34,886DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$34,886DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$34,886DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$239,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$239,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,886DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$243,340ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$255,673ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$281,661ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$294,638ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,075,312TotalExcessDistributionCyovAmt
Qualifying Distributions$239,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$34,886AppliedToCurrentYearAmt
Remaining Distri From Corpus$204,864RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,280,176TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$243,340ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,036,836ExcessDistriCyovToNextYrAmt
Excess From Year4$255,673ExcessFromYear4Amt
Excess From Year3$281,661ExcessFromYear3Amt
Excess From Year2$294,638ExcessFromYear2Amt
Excess From Current Year$204,864ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM E CONWAYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line132400 FAIRMOUNT BOULEVARDAddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2168312400RecipientPhoneNum
Form And Info And MaterialsGRANT LETTER SHOULD INCLUDE AN EXEMPTION SUPPORTING EXEMPT STATUS AND INTENDED USE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDS OF BREAKTHROUGH SCHOOL
3615 SUPERIOR AVE E STE 3103ACLEVELANDOH441144131NONE501(C)(3)CHARITABLE DONATION$48,250
HOLDEN FORESTS AND GARDENS
9500 SPERRY ROADKIRTLANDOH44094NONE501(C)(3)CHARITABLE DONATION$61,000
JUDSON FOUNDATION
2181 AMBLESIDE DRCLEVELANDOH44106NONE501(C)(3)CHARITABLE DONATION$1,000
LAUREL SCHOOL
1 LYMAN CIRSHAKER HTSOH441222110NONE501(C)(3)CHARITABLE DONATION$31,250
UNITED WAY SERVICES OF GEAUGA COUNTY
209 CENTER ST UNIT HCHAGRINOH44024NONE501(C)(3)CHARITABLE DONATION$48,250
UNIVERSITY SCHOOL
20701 BRANTLEY RDSHAKER HTSOH441222110NONE501(C)(3)CHARITABLE DONATION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$239,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,572ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,545ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,117ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,117TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWILLIAM E CONWAYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line132400 FAIRMOUNT BLVDAddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Total Contributions$700,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1VARIOUS CORPORATE STOCKS$594,9972022-06-28
1VARIOUS CORPORATE STOCKS$51,6012022-07-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCLEARSTEAD ADVISOR FEESCategoryTxt
Amt$10,000Amt
Net Investment Income$10,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITY 179-326089StockNm
EOY Book Value$542,354EOYBookValueAmt
EOYFMV$763,230EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIDELITY 179-326089CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$80,193BookValueAmt
EOYFMV$68,674EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS CLEARINGDesc
BOY Book Value$10,000BOYBookValueAmt
EOY Book Value$10,000EOYBookValueAmt
EOYFMV$10,000EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUSTMENT TO MARK SECURITIES CONTRIBUTED AT FMV TO COST$159,007
OTHER/MISCELLANEOUS ADJUSTMENTS TO BASIS$79

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPROCEEDS INVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$178RevenueAndExpensesPerBooksAmt
Net Investment Income$178NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO FILING FEES$200$200$0
FOREIGN TAXES PAID$31$31$0