CORINNE L DODERO CHARITABLE TR FOR THE ARTS AND SCIENCES: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CORINNE L DODERO CHARITABLE TR FOR THE ARTS AND SCIENCES (EIN 65-6239071)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-06-13
- IRS object ID
- 202321649349100307
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-13T10:30:24-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341322309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIUNI & PANICHI INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25201 CHAGRIN BLVD 200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656239071 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINNE L DODERO FOUNDATION FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | ARTS AND SCIENCES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORI | BusinessNameControlTxt |
| Phone | 4402481400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 241487 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441248487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE DODERO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4402481400 | PhoneNum |
| Signature | 2023-06-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORRAINE | PersonFirstNm |
| Person Last | DODERO | 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 | JAMES R KOMOS CPA | PreparerPersonNm |
| PTIN | P00174589 | PTIN |
| Phone | 2168317171 | PhoneNum |
| Preparation | 2023-06-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $7,738,533 | 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 | $938 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $938 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $938 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $96,404 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,404 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $96,404 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,156,654 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$2,059,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,342 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $97,342 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,245 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $28,245 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,717 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,717 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $504 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $6,809 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $587 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,490 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $4,788 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,440 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,056 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,597 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,787 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $369,924 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $369,924 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $538,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,056 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,597 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $410,711 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,597,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,745 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $211,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,719 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,719 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $20,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,023 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,023 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,973,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,201,012 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,262,356 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $87,534 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $297,435 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $297,435 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,292,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,677,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,738,533 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $35,491 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $17,433 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $35,491 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,433 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,257,432 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,659,756 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,257,432 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,659,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,292,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,677,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,257,432 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,597,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,659,756 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,659,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Cost Or Other Basis | $2,156,654 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,156,654 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,156,654 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,156,654 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,583 | 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 | $13,583 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,583 | OverpaymentAmt |
| Applied To ES Tax | $13,583 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LORRAINE DODERO | IndividualWithBooksNm |
| Phone | 4402481400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 241487 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441248487 | 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 | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LORRAINE DODERO | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CORINNE SALVADOR | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 20.00 | $68,245 | $0 | $0 |
| WILLIAM DODERO | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 3.00 | $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 | $7,521,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $288,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $247,239 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,056,807 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,056,807 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,935,955 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $396,798 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $396,798 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $396,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $396,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $396,798 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $410,711 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $410,711 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $396,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $11,970 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,034 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $35,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $410,711 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $396,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,913 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,917 | 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 | $48,917 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $11,970 | ExcessFromYear3Amt |
| Excess From Year2 | $23,034 | ExcessFromYear2Amt |
| Excess From Current Year | $13,913 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL PROTECTIVE LEAGUE | |||||||
| 1729 WILLEY AVENUE | CLEVELAND | OH | 44113 | N/A | PC | OPERATING | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1375 EAST 9TH STREET SUITE 600 | CLEVELAND | OH | 44114 | N/A | PC | GENERAL FUND | $2,650 |
| ASPCA | |||||||
| PO BOX 96929 | WASHINGTON | DC | 20077 | N/A | PC | GENERAL FUND | $750 |
| AURORA COMMUNITY THEATER | |||||||
| 115 E PIONEER TRAIL | AURORA | OH | 44202 | N/A | PC | OPERATING | $1,000 |
| BRECKSVILLE BROADVIEW HEIGHTS MIDDLE SCHOOL | |||||||
| 6376 MILL ROAD | BROADVIEW HEIGHTS | OH | 44147 | N/A | PC | RESEARCH | $4,750 |
| CARMEL CATHOLIC HIGH SCHOOL | |||||||
| ONE CARMEL PARKWAY | MUNDELEIN | IL | 60060 | N/A | PC | OPERATING | $2,000 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 EAST 9TH STREET | CLEVELAND | OH | 44114 | N/A | PC | SPONSORSHIP | $3,000 |
| CATHOLIC DIOCESE OF CLEVELAND FOUNDATION | |||||||
| 1404 E 9TH STREET SUITE 800 | CLEVELAND | OH | 44114 | N/A | PC | GENERAL FUND | $15,000 |
| CENTERING SPACE | |||||||
| 14812 LAKE AVENUE | CLEVELAND | OH | 44107 | N/A | PC | GENERAL FUND | $3,500 |
| CLEVELAND CLINIC CHILDREN'S HOSPITAL | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PC | SPONSORSHIP | $25,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PC | RESEARCH | $10,000 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| 5084 MAYFIELD ROAD | LYNDHURST | OH | 44124 | N/A | PC | OPERATING | $10,000 |
| CLEVELAND POPS | |||||||
| 24000 MERCANTILE RD UNIT 8 | CLEVELAND | OH | 44122 | N/A | PC | GENERAL FUND | $4,000 |
| DOWN SYNDROME ASSOCIATION | |||||||
| 6533-B BRECKSVILLE RD | INDEPENDENCE | OH | 44131 | N/A | PC | GENERAL FUND | $2,060 |
| EDWINS LEADERSHIP & RESTAURANT INSTITUTE | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | N/A | PC | GENERAL FUND | $3,000 |
| EMPOWERING EPILEPSY | |||||||
| 32342 SPRINGSIDE LANE | SOLON | OH | 44139 | N/A | PC | GENERAL FUND | $1,500 |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | N/A | PC | OPERATING | $30,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 500 SOUTH COLLEGE STREET | TRENTON | TN | 38382 | N/A | PC | GENERAL FUND | $2,000 |
| FRIENDS OF JOHN PAUL II | |||||||
| 3649 E 65TH STREET | CLEVELAND | OH | 44105 | N/A | PC | OPERATING | $500 |
| GENERAL DONN A STARRY LEADERSHIP LEGACY | |||||||
| 134 WESTERN AVENUE | AKRON | OH | 44313 | N/A | PC | GENERAL FUND | $500 |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | N/A | PC | SPONSORSHIP | $2,500 |
| GIRLS SCOUTS OF NORTH EAST OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | N/A | PC | CAPITAL FUND | $3,000 |
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | N/A | PC | OPERATING | $15,000 |
| HANDS TOGETHER | |||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PC | GLOBAL FUND | $3,000 |
| HARMONY FOUNDATION INTERNATIONAL INC | |||||||
| 110 SEVENTH AVE N SUITE 200 | NASHVILLE | OH | 37203 | N/A | PC | OPERATING | $1,500 |
| HAVEN OF REST MINISTRIES | |||||||
| 175 EAST MARKET STREET | AKRON | OH | 44309 | N/A | PC | GENERAL FUND | $8,000 |
| HOLY FAMILY PARISH | |||||||
| 3450 SYCAMORE DRIVE | STOW | OH | 44224 | N/A | PC | CAPITAL FUND | $3,000 |
| HOLY REDEEMER PARISH | |||||||
| 15712 KIPLING AVENUE | CLEVELAND | OH | 44110 | N/A | PC | CAPITAL FUND | $2,500 |
| HOLYOKE ROWS | |||||||
| 25 JONES FERRY ROAD | HOLYOKE | MA | 01040 | N/A | PC | GENERAL FUND | $1,000 |
| HOPE MEADOWS FOUNDATION | |||||||
| 3480 ROCKSIDE WOODS S | INDEPENDENCE | OH | 44131 | N/A | PC | GENERAL FUND | $8,000 |
| JOSEPH'S HOME | |||||||
| 2412 COMMUNITY COLLEGE AVENUE | CLEVELAND | OH | 44115 | N/A | PC | CAPITAL FUND; SPONSORSHIP | $38,333 |
| KENSTON HIGH SCHOOL | |||||||
| 9500 BAINBRIDGE ROAD | CHAGRIN FALLS | OH | 44023 | N/A | PC | OPERATING | $1,000 |
| KENT STATE UNIVERSITY FOUNDTION | |||||||
| PO BOX 5190 | KENT | OH | 44240 | N/A | PC | GENERAL FUND | $2,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 5700 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | N/A | PC | GENERAL FUND | $3,000 |
| MENORAH PARK | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | N/A | PC | SPONSORSHIP | $5,000 |
| MIDDLEFIELD CARE CENTER INC | |||||||
| 14999 LENNY AVENUE | MIDDLEFIELD | OH | 44062 | N/A | PC | OPERATING | $1,000 |
| MUSEUM OF AMERICAN PORCELAIN ART | |||||||
| 5100 THREE VILLAGE DRIVE | LYNDHURST | OH | 44124 | N/A | PC | OPERATING | $2,000 |
| PATRONS OF THE ARTS IN THE VATICAN MUS-OH | |||||||
| PO BOX 241487 | CLEVELAND | OH | 44124 | RELATED PARTY | PF | OPERATING | $68,631 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | PC | SPONSORSHIP | $40,000 |
| POOR CLAIRES OF PERPETUAL ADORATION | |||||||
| 4108 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PC | OPERATING | $2,000 |
| RONALD MCDONALD HOUSE OF DENVER | |||||||
| 1300 E 21ST AVE | DENVER | CO | 80205 | N/A | PC | GENERAL FUND | $1,500 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH STREET 3RD FLOOR | CLEVELAND | OH | 44109 | N/A | PC | OPERATING | $2,000 |
| SEVEN SORROWS OF THE BLESSED VIRGIN MARY CHURCH | |||||||
| 280 N RACE STREET | MIDDLETOWN | PA | 17057 | N/A | PC | ENDOWMENT FUND | $1,000 |
| ST ANTHONY OF PADUA CATHOLIC CHURCH | |||||||
| 83 MOSSER PLACE | AKRON | OH | 44310 | N/A | PC | GENERAL FUND | $3,000 |
| ST FRANCIS OF ASSISI CHURCH | |||||||
| 6850 MAYFIELD ROAD | GATES MILLS | OH | 44040 | N/A | PC | GENERAL FUND | $5,000 |
| ST HILARY PARISH FOUNDATION | |||||||
| 2750 W MARKET ST | FAIRLAWN | OH | 44333 | N/A | PC | ENDOWMENT FUND | $2,500 |
| ST STANISLAUS CHURCH | |||||||
| 3649 EAST 65TH STREET | CLEVELAND | OH | 44105 | N/A | PC | SPONSORSHIP | $750 |
| THE CENTER FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PC | GENERAL FUND | $5,000 |
| THE HALO FOUNDATION | |||||||
| 134 WESTERN AVENUE | AKRON | OH | 44313 | N/A | PC | SPONSORSHIP | $2,500 |
| THE LITTLIEST HEROES | |||||||
| PO BOX 470188 | CLEVELAND | OH | 44147 | N/A | PC | GENERAL FUND | $5,000 |
| THE MUSIC SETTLEMENT | |||||||
| 1125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL FUND | $2,500 |
| VILLAGE OF ST EDWARD FOUNDATION | |||||||
| 3131 SMITH ROAD | FAIRLAWN | OH | 44333 | N/A | PC | OPERATING | $4,000 |
| WOMANKIND INC | |||||||
| 5350 TRANSPORTATION BLVD SUITE 18 | GARFIELD HEIGHTS | OH | 44125 | N/A | PC | GENERAL FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $369,924 | 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 | $938 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,404 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,156,654 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$2,059,312 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,059,312 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | C SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $7,201,012 | EOYBookValueAmt |
| EOYFMV | $7,262,356 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $297,435 | BookValueAmt |
| EOYFMV | $297,435 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $75 | $0 | $75 | $0 |
| DUES AND SUBSCRIPTIONS | $1,863 | $0 | $1,863 | $0 |
| MEALS | $338 | $0 | $338 | $0 |
| FILING FEES | $200 | $0 | $0 | $200 |
| MISCELLANEOUS | $342 | $0 | $342 | $0 |
| PRINTING AND PUBLICATIONS | $2,170 | $0 | $2,170 | $0 |
| CONNOR GROUP REAL ESTATE INCOME & GROWTH FUND XIV, LLC | $21,490 | $21,490 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $63,717 | Amt |
| Net Investment Income | $63,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $504 | $504 | $0 | $0 |
| PAYROLL TAXES | $979 | $0 | $392 | $587 |
| FEDERAL EXCISE TAX | $6,417 | $0 | $6,417 | $0 |