PHYLLIS H & WM H EVANS CHARITABLE FOUNDATION MNU-013BF331006: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PHYLLIS H & WM H EVANS CHARITABLE FOUNDATION MNU-013BF331006 (EIN 34-6512852)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-13
- IRS object ID
- 202321339349100732
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-13T11:32:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 950 MAIN AVENUE SUITE 1800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44113 | 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 | 346512852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHYL | BusinessNameControlTxt |
| Phone | 2164967313 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2829 FOREST LANE | AddressLine1Txt |
| City | WILLOUGHBY HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440949109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELINORE EVANS HOKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2164967313 | PhoneNum |
| Signature | 2023-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELINORE | PersonFirstNm |
| Person Last | EVANS HOKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN SPALDING | PreparerPersonNm |
| PTIN | P02105579 | PTIN |
| Phone | 2168615000 | PhoneNum |
| Preparation | 2023-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $855,004 | 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 | $465 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $465 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,937 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,243 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $195,978 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,243 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,608 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,418 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,418 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,161 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,161 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $683 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $683 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,367 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,029 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,658 | CashBOYAmt |
| Cash EOY | $13,487 | CashEOYAmt |
| Cash EOYFMV | $13,487 | CashEOYFMVAmt |
| Other Investments BOY | $645,002 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $792,123 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $841,517 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $655,660 | TotalAssetsBOYAmt |
| Total Assets EOY | $805,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $855,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $655,660 | CapitalStockBOYAmt |
| Capital Stock EOY | $805,610 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $655,660 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $805,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $655,660 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $805,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $655,660 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,367 | ExcessRevenueOverExpensesAmt |
| Other Increases | $175,317 | OtherIncreasesAmt |
| Subtotal | $805,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $805,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INVESTMENT GRADE DTD 9/1/2013 | 2021-10-29 | 2022-06-23 | $8,026 | $8,655 | -$629 | -$629 | |
| VANGUARD SHORT-TERM INVESTMENT GRADE DTD 9/1/2013 | 2021-12-29 | 2022-11-14 | $750 | $816 | -$66 | -$66 | |
| ISHARES MSCI EMERGING MKT IN | 2021-05-18 | 2022-06-22 | $15,018 | $20,325 | -$5,307 | -$5,307 | |
| ISHARES MSCI EAFE INDEX FUND | 2021-05-18 | 2022-06-22 | $41,587 | $49,822 | -$8,235 | -$8,235 | |
| VANGUARD SHORT-TERM INVESTMENT GRADE DTD 9/1/2013 | 2021-10-29 | 2022-11-14 | $29,256 | $32,126 | -$2,870 | -$2,870 | |
| ISHARES TRUST S&P 500 INDEX FUND | 2010-09-01 | 2022-06-22 | $25,393 | $7,275 | $18,118 | $18,118 | |
| ISHARES MSCI EMERGING MKT IN | 2010-09-02 | 2022-06-22 | $10,171 | $9,835 | $336 | $336 | |
| ISHARES MSCI EAFE INDEX FUND | 2010-09-01 | 2022-06-22 | $37,285 | $42,758 | -$5,473 | -$5,473 | |
| ISHARES TRUST RUSSELL 2000 | 2007-01-22 | 2022-06-22 | $21,892 | $10,123 | $11,769 | $11,769 | |
| CAPITAL GAIN DISTRIBUTION | $6,600 | $6,600 | $6,600 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,243 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $265 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $265 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $265 | 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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2165147862 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELINORE I EVANS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2829 FOREST LANE | AddressLine1Txt |
| City | WILLOUGHBY HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440949109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $883,897 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,126 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $898,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $898,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $884,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $265 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $265 | TotalTaxAmt |
| Distributable Before Adj | $43,963 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,963 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,433 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $44,433 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,439 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,439 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $994 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,969 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 526 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | NONE | PC | GENERAL SUPPORT | $1,500 |
| HOLDEN ARBORETUM | |||||||
| 9550 SPERRY ROAD | WILLOUGHBY | OH | 44094 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HEROES VOICES | |||||||
| 135 TERRA VISTA | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL SUPPORT | $750 |
| HATHAWAY BROWN SCHOOL | |||||||
| 19600 NORTH PARK BLVD | SHAKER HEIGHTS | OH | 44122 | NONE | PC | GENERAL SUPPORT | $3,000 |
| THE UN REFUGEE AGENCY | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND BALLET | |||||||
| 23030 MILES ROAD | CLEVELAND | OH | 44128 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ALLIANCE FOR GREAT LAKES | |||||||
| 17 NORTH STATE STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $500 |
| BOYS AND GIRLS CLUB OF CLEVELAND | |||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GREATER CLEVELAND FOOD BANK INC | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CLEVELAND PLAYHOUSE | |||||||
| 1901 EAST 13TH STREET | CLEVELAND | OH | 44114 | NONE | PC | GENERAL SUPPORT | $1,500 |
| FREEDOM IN CREATION | |||||||
| 3220 DYE DRIVE | FALLS CHURCH | VA | 22042 | NONE | PC | GENERAL SUPPORT | $2,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 10118 HAMPDEN AVENUE | CLEVELAND | OH | 44108 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GREAT LAKES THEATER | |||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NEIGHBORHOOD PETS OUTREACH & RESOURCE CENTER | |||||||
| 3711 E 65TH STREET | CLEVELAND | OH | 44105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| OHIO ENVIRONMENTAL COUNCIL | |||||||
| 1207 GRANDVIEW AVENUE | COLUMBUS | OH | 43212 | NONE | PC | GENERAL SUPPORT | $1,500 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 206 EAST STATE STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL SUPPORT | $1,000 |
| RAINEY INSTITUTE | |||||||
| 1705 EAST 55TH STREET | CLEVELAND | OH | 44105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| RENEE JONES EMPOWERMENT CENTER | |||||||
| PO BOX 609 | PITTSBURGH | PA | 15230 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SHAKER LAKES NATURE CENTER | |||||||
| 2600 S PARK BLVD | SHAKER HEIGHTS | OH | 44120 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MADIERA FUND | |||||||
| 8328 GEORGETOWN PLACE | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MASTERS SCHOOL | |||||||
| PO BOX 94680 | CLEVELAND | OH | 44101 | NONE | PC | GENERAL SUPPORT | $2,000 |
| THE MUSIC SETTLEMENT | |||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TORCHLIGHT YOUTH MENTORING ALLIANCE | |||||||
| 8 NORTH STATE STREET STE 360 | PAINESVILLE | OH | 44077 | NONE | PC | GENERAL SUPPORT | $1,500 |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NONE | PC | GENERAL SUPPORT | $1,000 |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| 1361 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SCOTT EVANS FOUNDATION | |||||||
| 17950 CARRIGER RD | SONOMA | CA | 95476 | NONE | PF | GENERAL SUPPORT | $1,000 |
| IDEASTREAM | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JFSA ASCENTIA PETER HOKE FUND | |||||||
| 3659 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MERCADO GLOBAL | |||||||
| 33 NASSAU AVENUE | BROOKLYN | NY | 11222 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL TROPICAL BOTANICAL GARDEN | |||||||
| 4425 LAWAI ROAD | KOLOG | HI | 96756 | NONE | PC | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,750 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $465 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,937 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,643 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,600 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,580 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,065 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,645 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1 | NOT APPLICABLE |
| 2 | CAPITAL GAIN |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $792,123 | BookValueAmt |
| EOYFMV | $841,517 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $683 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $683 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $175,317 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES | CategoryTxt |
| Amt | $6,418 | Amt |
| Net Investment Income | $6,418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $2,161 | Amt |
| Net Investment Income | $2,161 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |