LOUISE H AND DAVID S INGALLS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LOUISE H AND DAVID S INGALLS FOUNDATION INC (EIN 34-6516550)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349101912
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T10:35:10-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340664461 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER SMELTZ SPIETH BELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 E NINTH ST STE 900 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141724 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346516550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUISE H & DAVID S INGALLS FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2169216000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD SUITE 430 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BROWN | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M SLIVKA | PreparerPersonNm |
| PTIN | P01279128 | PTIN |
| Phone | 2166964200 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,723,750 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $57,901 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,901 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $874,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $874,058 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $415,880 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,605,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $415,880 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,347,840 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,347,840 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,750 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,250 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,786 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,447 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,340 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,025 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,075 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $113,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,360 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $186,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $186,865 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $401,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $230,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,900,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,900,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,301,632 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $230,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,975,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$953,792 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,117,393 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,060,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,010,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,010,057 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $34,383,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,584,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,813,012 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,258,040 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,158,048 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,900,671 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,556 | OtherAssetsBOYAmt |
| Other Assets EOY | $33,599 | OtherAssetsEOYAmt |
| Total Assets BOY | $39,740,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,786,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,723,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,707,508 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,707,508 | CapitalStockEOYAmt |
| Retained Earning BOY | $29,032,970 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,079,178 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,740,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,786,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,740,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,786,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,740,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$953,792 | ExcessRevenueOverExpensesAmt |
| Subtotal | $38,786,686 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $38,786,686 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS 25651 LONG TERM- DETAIL ATT. | P | $1,148,598 | $1,197,575 | -$48,977 | -$48,977 |
| UBS 40559 SHORT TERM- DETAIL ATT. | P | $1,113,101 | $1,125,076 | -$11,975 | -$11,975 |
| UBS 40559 LONG TERM- DETAIL ATT. | P | $8,000,157 | $7,395,794 | $604,363 | $604,363 |
| UBS 40560 SHORT TERM- DETAIL ATT. | P | $44,432 | $44,423 | $9 | $9 |
| UBS 40560 LONG TERM- DETAIL ATT. | P | $1,234,396 | $1,135,433 | $98,963 | $98,963 |
| UBS 40563 SHORT TERM- DETAIL ATT. | P | $246,148 | $368,581 | -$122,433 | -$122,433 |
| UBS 40563 LONG TERM- DETAIL ATT. | P | $1,818,045 | $1,922,255 | -$104,210 | -$104,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $415,880 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$134,399 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,532 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,532 | SubtotalAmt |
| Tax Based On Investment Income | $15,532 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $97,007 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $97,007 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $81,475 | OverpaymentAmt |
| Applied To ES Tax | $31,475 | AppliedToESTaxAmt |
| Refund | $50,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| 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 |
| Individual With Books | GARY DAYTON | IndividualWithBooksNm |
| Phone | 2169216000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD STE 430 | AddressLine1Txt |
| City | SHAKER HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA BROWN | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | PRESIDENT & | 000.00 | $35,000 | $0 | $0 |
| CAREN V STURGES | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | VICE PRES & | 000.00 | $0 | $0 | $0 |
| WILLARD W BROWN JR | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | RECORDING SE | 000.00 | $0 | $0 | $0 |
| GARY DAYTON | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | TREAS. & ASS | 000.00 | $0 | $0 | $0 |
| JAMES R BRIGHT | ||||||||
| 1375 EAST 9TH STREET SUITE 900 | CLEVELAND | OH | 44114 | ASST. SEC./T | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,870,709 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,281,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $677,280 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,829,265 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $45,829,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $687,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,141,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,257,091 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,257,091 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,532 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,532 | TotalTaxAmt |
| Distributable Before Adj | $2,241,559 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,241,559 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,241,559 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,975,755 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,975,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,241,559 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $99,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180,108 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $408,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,975,755 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,975,755 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $265,804 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $265,804 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $142,277 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $142,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $142,277 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GARY DAYTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD STE 430 | AddressLine1Txt |
| City | SHAKER HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2169216000 | RecipientPhoneNum |
| Form And Info And Materials | AS APPROPRIATE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PUBLIC CHARITIES ONLY. TRUSTEES RESPOND TO THOSE THEY WISH TO PURSUE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE EPISCOPAL | ||||||||
| DIOCESE OF JERUSALEM | 25 OLD KINGS HIGHWAY N | SUITE 13 | DARIEN | CT | 06820 | PC | EDUCATION | $50,000 |
| AMERICAN RED CROSS NE OHIO REGION | ||||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | HEALTH | $20,000 | ||
| AMERICAN UNIVERSITY IN CAIRO | ||||||||
| 200 PARK AVE SUITE 1700 | NEW YORK | NY | 10166 | PC | EDUCATION | $120,000 | ||
| BIGELOW LABORATORY FOR OCEAN SCIENC | ||||||||
| 60 BIGELOW DRIVE | EAST BOOTHBAY | ME | 04544 | ENVIRONMENTAL | $100,000 | |||
| BLOSSOM HILL INC | ||||||||
| 28700 CENTER RIDGE RD | WESTLAKE | OH | 44145 | PC | HEALTH | $10,000 | ||
| CAMP JOY FOUNDATION | ||||||||
| PO BOX 417 | CLARKSVILLE | OH | 45113 | PC | EDUCATION | $35,000 | ||
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| COLLEGE OF ARTS AND SCIENCES | 10900 EUCLID AVENUE | CLVELAND | OH | 44106 | PC | EDUCATION | $75,000 | |
| CENTER FOR THE ARTS | ||||||||
| 606 6TH ST PO BOX 1819 | CRESTED BUTTE | CO | 81224 | PC | EDUCATION | $40,000 | ||
| CLEVELAND ANGELS | ||||||||
| 25935 DETROIT ROAD | PMB 220 | CLEVELAND | OH | 44145 | PC | HEALTH | $10,000 | |
| CLEVELAND INTERNATIONAL FILM FESTIV | ||||||||
| 2510 MARKET AVENUE | CLEVELAND | OH | 44113 | PC | ARTS AND CULTURE | $35,000 | ||
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | PC | ARTS AND CULTURE | $75,086 | ||
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | PC | ARTS AND CULTURE | $200,000 | ||
| CLEVELAND RAPE CRISIS CENTER | ||||||||
| 526 SUPERIOR AVENUE | SUITE 1400 | CLEVELAND | OH | 44114 | PC | HEALTH | $20,000 | |
| CLEVELAND SCHOOL OF THE ARTS | ||||||||
| PO BOX 18265 | CLEVELAND | OH | 44118 | PC | EDUCATION | $10,000 | ||
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | PC | EDUCATION | $50,000 | ||
| CONSERVANCY FOR CUYAHOGA VALLEY | ||||||||
| NATIONAL PARK | PO BOX 158 | PENINSULA | OH | 44264 | PC | EDUCATION | $15,000 | |
| CUYAHOGA COMMUNITY COLLEGE FDN | ||||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | PC | EDUCATION | $10,000 | ||
| CUYAHOGA VALLEY SCENIC RAILROAD | ||||||||
| PO BOX 158 | PENINSULA | OH | 44264 | PC | EDUCATION | $5,000 | ||
| DOBAMA THEATRE | ||||||||
| 2340 LEE ROAD | CLEVELAND HEIGHTS | OH | 44118 | PC | ARTS AND CULTURE | $15,000 | ||
| FRONT STEPS HOUSING AND SERVICES | ||||||||
| 2554 WEST 25TH ST | CLEVELAND | OH | 44113 | PC | HEALTH | $25,004 | ||
| GREATER CLEVELAND FOOD BANK | ||||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | PC | HEALTH | $25,000 | ||
| HOPEWELL | ||||||||
| 147 BELT ST 303 | CHAGRIN FALLS | OH | 44022 | PC | HEALTH | $10,000 | ||
| LAND STUDIO | ||||||||
| 1939 WEST 25TH ST STE | CLEVELAND | OH | 44113 | PC | ENVIRONMENTAL | $50,000 | ||
| LINDER CENTER OF HOPE | ||||||||
| 4075 OLD WESTERN ROW ROAD | MASON | OH | 45040 | PC | HEALTH | $150,000 | ||
| MAKE A WISH OH KY AND IN | ||||||||
| 6060 ROCKSIDE WOODS BLVD | STE 315 | CLEVELAND | OH | 44131 | PC | HEALTH | $20,000 | |
| MALACHI HOUSE | ||||||||
| 2810 CLINTON AVE | CLEVELAND | OH | 44113 | PC | HEALTH | $20,000 | ||
| ONE HEALTH ORGANIZATION | ||||||||
| 27600 CHAGRIN BLVD | STE 400 | CLEVELAND | OH | 44122 | PNC | HEALTH | $15,000 | |
| SARAH LAWRENCE COLLEGE | ||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | PC | EDUCATION | $75,000 | ||
| SPECIAL OPERATIONS CARE FUND | ||||||||
| DBA ATLANTA CHARITY CLAYS | 1000 NORTHFIELD COURT | STE 120 | ROSWELL | GA | 30076 | PC | SPORTS | $7,000 |
| SPRINGER SCHOOL & CENTER | ||||||||
| 2121 MADISON ROAD | CINCINNATI | OH | 45208 | PC | EDUCATION | $100,000 | ||
| ST MARTIN DE PORRES HIGH SCHOOL | ||||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | PC | EDUCATION | $50,000 | ||
| THE CITY MISSION | ||||||||
| 5310 CARNEGIE AVENUE | CLEVELAND | OH | 44103 | PC | HEALTH | $10,000 | ||
| THE LIGHTHOUSE FOR THE BLIND INC | ||||||||
| 2501 SOUTH PLUM ST | SEATTLE | WA | 98144 | PC | HEALTH | $35,000 | ||
| THE LITTLEST HEROES | ||||||||
| PO BOX 470188 | CLEVELAND | OH | 44147 | PC | HEALTH | $10,000 | ||
| THE MUSICAL ARTS ASSOCIATION | ||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PC | ARTS & CULTURE | $200,000 | ||
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVE | MCCO-5062 | CLEVELAND | OH | 44106 | PC | HEALTH | $188,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| PO BOX 17126 | DENVER | CO | 80217 | PC | EDUCATION | $15,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,900,090 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,901 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $874,058 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $415,880 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,347,840 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,347,840 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OFFICE FEES | CategoryTxt |
| Amt | $52,100 | Amt |
| Net Investment Income | $13,025 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,075 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL REQUIRES A SEPARATE REPORT IN LIEU OF A COPY OF FORM 990-PF. THE FOUNDATION FILES THIS REPORT TIMELY EACH YEAR. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $3,158,048 | EOYBookValueAmt |
| EOYFMV | $2,900,671 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $34,584,972 | EOYBookValueAmt |
| EOYFMV | $39,813,012 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10 | BookValueAmt |
| EOYFMV | $10 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $13,786 | LegalFeesAmt |
| Net Investment Income | $3,447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,340 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MISCELLANEOUS | $38,557 | $33,599 |
| ROUNDING | -$1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKER & BANK SERVICE CHARGES | $186,865 | $186,865 |
| MISCELLANEOUS EXPENSES | $31 | |
| COMPUTER EXPENSE |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Revenue And Expenses Per Books | $1 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $18,360 | $18,360 |
| FEDERAL TAX- 2021 BALANCE | ||
| FEDERAL TAX- 2022 ESTIMATE | $95,400 |