THOMAS H WHITE NO 1 TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS H WHITE NO 1 TR (EIN 34-6505722)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349102251
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T14:00:53-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 E CAMELBACK ROAD SUITE 475 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85018 | 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 | 346505722 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS H WHITE FDN TA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 2166895973 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0381 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK BYP S CHMURA | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2166895973 | PhoneNum |
| Signature | 2023-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY E KUHLIN | PreparerPersonNm |
| PTIN | P00353001 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-10-30 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $23,942,996 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $236,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $236,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$329,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $737,244 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $14,040 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,339 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$78,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,265 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,169 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,126 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,042 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,857 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $101,504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,731 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99,773 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $165,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,865 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,000,437 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,000,437 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,166,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,104,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,244,430 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,408 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $752,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $948,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $948,601 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $25,469,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,026,587 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $22,994,395 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,222,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,975,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,942,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,222,199 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,975,188 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,222,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,975,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,222,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,975,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,222,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,244,430 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,977,769 | SubtotalAmt |
| Other Decreases | $2,581 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,975,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 27445.01 CHARITABLE MULTI ASSET FUND | 2000-02-18 | 2022-06-24 | $600,000 | $636,588 | -$36,588 | -$36,588 |
| 18922.1 CHARITABLE MULTI ASSET FUND | 2000-02-18 | 2022-12-28 | $400,000 | $430,035 | -$30,035 | -$30,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$329,379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,210 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,210 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $57 | EsPenaltyAmt |
| Overpayment | $15,895 | OverpaymentAmt |
| Applied To ES Tax | $3,260 | AppliedToESTaxAmt |
| Refund | $12,635 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | 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 |
| Individual With Books | KEYBANK | IndividualWithBooksNm |
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD OH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEYBANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $12,169 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,529,782 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,529,782 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,529,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $382,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,146,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,257,342 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,257,342 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,258 | TotalTaxAmt |
| Distributable Before Adj | $1,254,084 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,254,084 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,254,084 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,104,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,104,302 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,254,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $150,752 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,104,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $150,752 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $953,550 | 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 | $300,534 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JANET E NARTEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1442 EUCLID AVE SUITE 6 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151953 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166967273 | RecipientPhoneNum |
| Form And Info And Materials | EXPLAIN PURPOSE OF APPLICANT ORGANIZATION. EXPLAIN THE PROJECT FOR WHICH THE APPLICATION IS BEING MADE. EXPLAIN HOW THE PROJECT WILL BENEFIT RESIDENTS OF THE CITY OF CLEVELAND, OHIO | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1, AUGUST 1, DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BENEFIT RESIDENTS OF CITY OF CLEVELAND. INTEREST IS PRE-COLLEGE ED. & YOUTH ENRICHMENT, SEE GUIDELINES ATTACHED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FACING HISTORY AND OURSELVES INC | |||||||
| 89 SOUTH ST STE 401 | BOSTON | MA | 021112676 | NONE | PC | GENERAL OPERATING | $10,000 |
| MAY DUGAN CENTER | |||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING | $15,000 |
| GREAT LAKES THEATER | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING | $10,000 |
| ROOTS OF AMERICAN MUSIC | |||||||
| 3109 MAYFIELD RD 205 | CLEVELAND | OH | 44118 | NONE | PC | GENERAL OPERATING | $10,000 |
| AMERICA SCORES CLEVELAND | |||||||
| 3631 PERKINS AVE | CLEVELAND | OH | 441144705 | NONE | PC | GENERAL OPERATING | $25,000 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH ST STE 3 | CLEVELAND | OH | 441091689 | NONE | PC | GENERAL OPERATING | $15,000 |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 021165334 | NONE | PC | GENERAL OPERATING | $20,000 |
| MALACHI CENTER | |||||||
| 2416 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING | $10,000 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVE STE 200 | CLEVELAND | OH | 441152108 | NONE | PC | GENERAL OPERATING | $15,900 |
| DANCING CLASSROOMS NORTHEAST OHIO | |||||||
| 1085 ROCKSIDE ROAD SUITE 6 | PARMA | OH | 441342700 | NONE | PC | GENERAL OPERATING | $10,000 |
| EFFECTIVE LEADERSHIP ACADEMY | |||||||
| 4480 RICHMOND RD | WARRENSVL HTS | OH | 441285777 | NONE | PC | GENERAL OPERATING | $12,000 |
| GREAT LAKES MUSEUM OF SCIENCE ENVIRONMEN | |||||||
| 601 ERIESIDE AVE | CLEVELAND | OH | 441141021 | NONE | PC | GENERAL OPERATING | $20,000 |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE SEVERANCE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING | $10,000 |
| THE CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVE 1300 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING | $200,000 |
| CLEVELAND HEARING AND SPEECH CENTER | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 441064319 | NONE | PC | GENERAL OPERATING | $15,000 |
| JENNINGS CENTER FOR OLDER ADULTS | |||||||
| 10204 GRANGER RD | GARFIELD HTS | OH | 441253106 | NONE | PC | GENERAL OPERATING | $20,000 |
| LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 W 6TH ST | CLEVELAND | OH | 441131339 | NONE | PC | GENERAL OPERATING | $50,000 |
| SPANISH AMERICAN COMMITTEE FOR A BETTER | |||||||
| 4407 LORAIN AVE | CLEVELAND | OH | 441133723 | NONE | PC | GENERAL OPERATING | $25,000 |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 441031215 | NONE | PC | GENERAL OPERATING | $15,000 |
| POSITIVE EDUCATION PROGRAM | |||||||
| 3100 EUCLID AVE | CLEVELAND | OH | 441152508 | NONE | PC | GENERAL OPERATING | $25,000 |
| CENTER FOR ARTSINSPIRED LEARNING | |||||||
| 10917 MAGNOLIA DR | CLEVELAND | OH | 441061809 | NONE | PC | GENERAL OPERATING | $10,000 |
| BOYS HOPE GIRLS HOPE | |||||||
| 9619 GARFIELD BLVD | GARFIELD HTS | OH | 441251405 | NONE | PC | GENERAL OPERATING | $15,000 |
| TOWARDS EMPLOYMENT INCORPORATED | |||||||
| 1255 EUCLID AVE STE 300 | CLEVELAND | OH | 441151807 | NONE | PC | GENERAL OPERATING | $15,000 |
| LIFEACT | |||||||
| 210 BELL ST | CHAGRIN FALLS | OH | 440222980 | NONE | PC | GENERAL OPERATING | $12,500 |
| NEAR WEST THEATRE | |||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 441023018 | NONE | PC | GENERAL OPERATING | $15,000 |
| ART HOUSE INC | |||||||
| 3119 DENISON AVE | CLEVELAND | OH | 441092616 | NONE | PC | GENERAL OPERATING | $10,000 |
| CLEVELAND PLAY HOUSE | |||||||
| 1901 E 13TH ST STE 200 | CLEVELAND | OH | 441143542 | NONE | PC | GENERAL OPERATING | $14,000 |
| RAINEY INSTITUTE | |||||||
| 1705 E 55TH ST | CLEVELAND | OH | 441033117 | NONE | PC | GENERAL OPERATING | $10,000 |
| NATURE CENTER AT SHAKER LAKES | |||||||
| 2600 SOUTH PARK BOULEVARD | CLEVELAND | OH | 44120 | NONE | PC | GENERAL OPERATING | $15,000 |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| 1500 W 3RD ST SUITE 125 | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING | $40,000 |
| THE CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL OPERATING | $15,000 |
| PLANNED PARENTHOOD OF | |||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL OPERATING | $20,000 |
| FOOTPATH FOUNDATION | |||||||
| 2839 WATERFALL WAY | WESTLAKE | OH | 441456866 | NONE | PC | GENERAL OPERATING | $10,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 2937 WEST 25TH 2ND FLOOR | CLEVELAND | OH | 441135303 | NONE | PC | GENERAL OPERATING | $15,000 |
| PASSAGES CONNECTING FATHERS AND SONS INC | |||||||
| 4600 CARNEGIE AVENUE | CLEVELAND | OH | 441034371 | NONE | PC | GENERAL OPERATING | $12,000 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6202 SAINT CLAIR AVE | CLEVELAND | OH | 441031630 | NONE | PC | GENERAL OPERATING | $15,000 |
| OPEN DOORS ACADEMY | |||||||
| 1100 LONGVIEW DR | NEW BERN | NC | 285622430 | NONE | PC | GENERAL OPERATING | $20,000 |
| SMART DEVELOPMENT INC | |||||||
| 1192 E 40TH ST | CLEVELAND | OH | 441143802 | NONE | PC | GENERAL OPERATING | $15,000 |
| ARTS IMPACT | |||||||
| 1911 SW CAMPUS DR 393 | FEDERAL WAY | WA | 980236473 | NONE | PC | GENERAL OPERATING | $12,000 |
| LITERACY COOPERATIVE OF GREATER CLEVELAN | |||||||
| 1422 EUCLID AVE STE 248 | CLEVELAND | OH | 441151901 | NONE | PC | GENERAL OPERATING | $15,000 |
| ACHIEVEMENT CENTER FOR CHILDREN | |||||||
| 4255 NORTHFIELD RD | HIGHLAND HILLS | OH | 44128 | NONE | PC | GENERAL OPERATING | $10,000 |
| AFTER SCHOOL ALL STARS | |||||||
| 15887 SNOW RD | BROOK PARK | OH | 44142 | NONE | PC | GENERAL OPERATING | $10,000 |
| BIG BROTHER BIG SISTERS OF CL | |||||||
| 1300 E 9THST 1220 | CLEVELAND | OH | 44114 | NONE | PC | GENERAL OPERATING | $10,000 |
| BETHUNE COOKMAN COLLEGE | |||||||
| 640 DR MARY MCLEOD BETHUNE BLVD | DAYTONA BEACH | FL | 32114 | NONE | PC | GENERAL OPERATING | $2,700 |
| BOYS AND GIRLS CLUBS NE OHIO | |||||||
| 4111 PEARL AVE | LORAIN | OH | 44055 | NONE | PC | GENERAL OPERATING | $16,400 |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | |||||||
| 50 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | GENERAL OPERATING | $10,000 |
| CLEVELAND INTERNATIONAL FILF FESTIVAL | |||||||
| 2510 MARKET AVE | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING | $10,000 |
| CHILDREN'S MUSEUM OF CLEVELAND | |||||||
| 3813 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING | $10,000 |
| COACH SAMS SCHOLARS | |||||||
| 23715 MERCANTILE RD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATING | $10,000 |
| ESPERANZA INC | |||||||
| 3104 W 25TH ST | CLEVELAND | OH | 44109 | NONE | PC | GENERAL OPERATING | $15,000 |
| FOUNDATION MANAGEMENT SERVICES | |||||||
| 1422 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL OPERATING | $437 |
| PRE4CLE | |||||||
| 6393 OAK TREE BLVD | INDEPENDENCE | OH | 44131 | NONE | PC | GENERAL OPERATING | $30,000 |
| REACH OUT AND READ GREATER CL | |||||||
| 4340 STATE RD | CLEVELAND | OH | 44109 | NONE | PC | GENERAL OPERATING | $10,000 |
| SCRANTON ROAD MINISTRIES | |||||||
| 3095 SCRANTON RD | CLEVELAND | OH | 44113 | NONE | PC | GENERAL OPERATING | $17,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,000,437 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236,926 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$329,379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME | 1 | $8,339 | ||
| PARTNERSHIP INCOME | 900099 | $5,701 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,701 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$84,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$78,413 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,050 | Amt |
| Disbursements Charitable Prps | $1,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 9983228W4 GLAS FUNDS SPCTHOMAS | AT COST | $1,093,628 | $1,390,038 |
| 998156269 CHARITABLE MULTI ASS | AT COST | $22,604,590 | $21,193,987 |
| 998260249 PRIVATE ADVISORS COI | AT COST | $144,524 | $155,672 |
| 998259974 CARLYLE PRIV EQTY AC | AT COST | $183,845 | $254,698 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENT ADJUSTMENT | Desc |
| Amt | $2,581 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-INCOME | $96,262 | $0 | $96,262 |
| OTHER NON-ALLOCABLE EXPENSE - | $400 | $0 | $400 |
| OTHER NON-ALLOCABLE EXPENSE - | $2,911 | $0 | $2,911 |
| STATE FILING/TAXES PAID | $200 | $0 | $200 |
| FROM PARTNERSHIP/S-CORP | $1,731 | $1,731 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $14,040 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,339 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $31,647 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $19,210 | $0 | $0 |