THE ANDREWS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ANDREWS FOUNDATION (EIN 34-6515110)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-21
- IRS object ID
- 202511419349100606
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-21T09:03:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341663731 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZINNER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3201 ENTERPRISE PARKWAY SUITE 410 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441227329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346515110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANDREWS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 2167665700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 ENTERPRISE PARKWAY 340 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA BAXTER-HEUER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2167665700 | PhoneNum |
| Signature | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN D KRANTZ | PreparerPersonNm |
| PTIN | P00233254 | PTIN |
| Phone | 2168310733 | PhoneNum |
| Preparation | 2025-05-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,989,537 | 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 | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $159,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $159,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $396,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,927,930 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $396,403 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $274,549 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $274,549 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $830,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $830,758 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $86,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,250 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,688 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,562 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $36,572 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,286 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,286 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $53 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $53 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,926 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,260 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,267 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,200 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,067 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,856 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,028 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $258,224 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $142,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,953 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $538,224 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $142,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $338,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $292,534 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $688,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,890 | CashBOYAmt |
| Cash EOY | $29,470 | CashEOYAmt |
| Cash EOYFMV | $29,470 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $39,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,687 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,687 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,698,405 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,945,308 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,917,380 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,069 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,069 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $7,777,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,017,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,989,537 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $109 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,768 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $109 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,768 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,777,333 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,015,697 | 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 | $7,777,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,015,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,777,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,017,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,777,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $292,534 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,069,867 | SubtotalAmt |
| Other Decreases | $54,170 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,015,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2024-01-01 | 2024-12-31 | $286,372 | $274,492 | $11,880 | $11,880 |
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2024-12-31 | $1,265,640 | $1,256,958 | $8,682 | $8,682 |
| CAPITAL GAIN DISTRIBUTIONS | 2023-01-01 | 2024-12-31 | $374,967 | $374,967 | $374,967 | |
| CAPITAL GAIN DISTRIBUTIONS | 2023-01-01 | 2024-12-31 | $951 | $951 | $951 | |
| PUBLICLY TRADED SECURITIES | 2023-01-01 | 2024-12-31 | $77 | -$77 | -$77 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $396,403 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,720 | 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 | $27,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,150 | OverpaymentAmt |
| Applied To ES Tax | $9,600 | AppliedToESTaxAmt |
| Refund | $8,550 | 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 |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAURA BAXTER-HEUER | IndividualWithBooksNm |
| Phone | 2167665700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 ENTERPRISE PARKWAY STE 340 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA BAXTER-HEUER | ||||||||
| 5123 ABIGAIL DRIVE | LYNDHURST | OH | 44124 | PRESIDENT & TRUSTEE | 40.00 | $115,000 | $0 | $0 |
| MICHAEL A HEUER | ||||||||
| 5123 ABIGAIL DRIVE | LYNDHURST | OH | 44124 | VICE PRESIDENT & TRUSTEE | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTS TO SUPPORT THE EXEMPT PURPOSE OF VARIOUS PUBLIC CHARITIES. | Description1Txt |
| Expenses1 | $280,000 | Expenses1Amt |
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 | $7,493,986 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $105,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,599,795 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,599,795 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,485,798 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $374,290 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $374,290 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,570 | TotalTaxAmt |
| Distributable Before Adj | $364,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $364,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $364,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $338,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $338,953 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $364,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,489 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,601 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $105,090 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $338,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $338,953 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,767 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,767 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $79,323 | 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 | $79,323 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $79,323 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAURA BAXTER-HEUER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3401 ENTERPRISE PARKWAY STE 340 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2167665700 | RecipientPhoneNum |
| Form And Info And Materials | SUBMITTED IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP HO MITA KODA | |||||||
| 14040 AUBURN ROAD | NEWBURY | OH | 44065 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLEVELAND STATE UNIVERSITY | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 |
| FIELDSTONE FARM | |||||||
| 16497 SNYDER RD | CHAGRIN FALLS | OH | 44023 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| GEAUGA HUMANE SOCIETY RESCUE VILLAGE | |||||||
| 15463 CHARDON RD | NOVELTY | OH | 44072 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| GOODS BANK | |||||||
| 7550 BITTERN AVE | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| GREATER CLEVELAND VOLUNTEERS | |||||||
| 4415 EUCLID SUITE 200 | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| JFSA | |||||||
| 29125 CHAGRIN BLVD | PEPPER PIKE | OH | 44122 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| JOURNEY CENTER FOR SAFETY & HEALING | |||||||
| 2806 PAYNE AVENUE | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| KINNECT | |||||||
| 1427 E 36TH STREET SUITE 4203F | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| LEGALWORKS | |||||||
| 2800 EUCLID AVE SUITE 511 | CLEVELAND | OH | 44115 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| MALACHI CENTER | |||||||
| 2416 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL SUPPORT | $8,000 |
| MAY DUGAN CENTER | |||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | NONE | PUBLIC | PUBLIC SUPPORT | $20,000 |
| PHILANTHROPY OHIO | |||||||
| 500 S FRONT ST SUITE 900 | COLUMBUS | OH | 43215 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| PPGOH | |||||||
| PO BOX 933233 | CLEVELAND | OH | 441930035 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| PROJECT HOPE OF CLE | |||||||
| 10932 ST CLAIR | CLEVELAND | OH | 44108 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| REFUGEE RESPONSESOURCE CLEVELAND | |||||||
| 2054 W 47TH ST | CLEVELAND | OH | 44102 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| SENIOR TRANSPORATION CONNECTION | |||||||
| 4735 W 150TH ST | CLEVELAND | OH | 44135 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| ST VINCENT DE PAUL | |||||||
| 1404 EAST 9TH STREET-3RD FLOOR | CLEVELAND | OH | 44114 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| UNIVERSITY CIRCLE INC | |||||||
| 10831 MAGNOLIA DR | CLEVELAND | OH | 44106 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| ACHIEVEMENT CENTERS FOR CHILDREN | |||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| ALL FAITHS PANTRY | |||||||
| PO BOX 34329 | PARMA | OH | 44134 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| BEECH BROOK | |||||||
| 13201 GRANGER RD SUITE 8 | CLEVELAND | OH | 44125 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| BELIEVE IN DREAMS | |||||||
| 26300 CEDAR SUITE 1105 | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| BIG HEARTED BLOOMS | |||||||
| 5122 ST CLAIR | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 W 25TH 3RD FLOOR | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| ESPERANZA | |||||||
| 3104 W 25TH 4TH FLOOR | CLEVELAND | OH | 44109 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| LGBT COMMUNITY CENTER | |||||||
| 6705 DETROIT | CLEVELAND | OH | 44102 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 |
| PROVIDENCE HOUSE | |||||||
| 2050 W 32ND | CLEVELAND | OH | 44113 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| RAINEY INSTITUTE | |||||||
| 1705 E 55TH | CLEVELAND | OH | 44103 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| 1000 TIES | |||||||
| 1420 RICHMOND RD M-5 | LYNDHURST | OH | 44124 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | 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 | $20 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159,786 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $396,403 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ORDINARY INCOME | 01 | $253,367 |
| MISCELLANEOUS INCOME | 01 | $835 |
| FOREIGN TAX REFUND | 01 | $20,347 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $830,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $830,758 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS INVESTMENTS | AT COST | $2,622,841 | $2,704,588 |
| POPLAR INTERNATIONAL PARTNERS LP | AT COST | $5,322,467 | $4,212,792 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $54,170 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE EXPENSES | $1,640 | $1,230 | $410 |
| STATE FILING FEE | $200 | $0 | $200 |
| BANK FEES | $1,370 | $1,370 | $0 |
| OFFICE EXPENSES | $9,674 | $7,256 | $2,418 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME | $253,367 | $253,367 | $253,367 |
| MISCELLANEOUS INCOME | $835 | $835 | $835 |
| FOREIGN TAX REFUND | $20,347 | $20,347 | $20,347 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX CREDIT CARD | Desc |
| BOY Book Value | $109 | BOYBookValueAmt |
| EOY Book Value | $1,768 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $30,522 | $15,261 | $15,261 |
| LEGAL & ACCOUNTING FEES | $6,050 | $3,025 | $3,025 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,145 | $1,145 | $0 |
| PAYROLL TAXES | $9,041 | $6,781 | $2,260 |
| FEDERAL EXCISE TAX | $57,012 | $0 | $0 |