REINBERGER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- REINBERGER FOUNDATION (EIN 34-6574879)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349102451
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T10:38:32-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341463411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES WENDLING CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 WATERFORD DRIVE | AddressLine1Txt |
| City | SHEFFIELD VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | 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 | 346574879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REINBERGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIN | BusinessNameControlTxt |
| Phone | 2162922790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30000 CHAGRIN BLVD 300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BATES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2162922790 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | BATES | 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 | ROBERT G ZUNICH CPA ABV | PreparerPersonNm |
| PTIN | P00159260 | PTIN |
| Phone | 4409343850 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $72,515,301 | 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 | $208,541 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $208,541 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,174,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,170,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,187,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,864,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,187,148 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $89,491 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,473 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,659,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,563,270 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $342,747 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $54,696 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $288,051 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $270,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $264,553 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,682 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,403 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $25,291 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,291 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,787 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,787 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,548 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,548 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $770,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $353,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $363,359 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,268,871 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,268,871 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,039,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $353,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,632,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,379,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,209,618 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $959,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,085,772 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,085,772 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,069,903 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,591,565 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,764,773 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $999,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $926,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $815,600 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,877,244 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,884,029 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,995,524 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $48,269,983 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,780,456 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $53,853,632 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $64,175,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,267,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,515,301 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $64,175,748 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $62,267,910 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,175,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $62,267,910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,175,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $62,267,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,175,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,379,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $70,043 | OtherIncreasesAmt |
| Subtotal | $62,866,157 | SubtotalAmt |
| Other Decreases | $598,247 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $62,267,910 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACH 725-1 | P | 2022-01-01 | 2022-12-31 | $729,971 | $785,092 | -$55,121 | -$55,121 |
| GOLDMAN SACH 725-1 | P | 2022-01-01 | 2022-12-31 | $1,562,029 | $1,174,244 | $387,785 | $387,785 |
| GOLDMAN SACH 724-4 | P | 2022-01-01 | 2022-12-31 | $325,435 | $337,661 | -$12,226 | -$12,226 |
| GOLDMAN SACH 724-4 | P | 2022-01-01 | 2022-12-31 | $1,494,923 | $1,538,390 | -$43,467 | -$43,467 |
| GOLDMAN SACH 724-4 | P | 2022-01-01 | 2022-12-31 | $24,548 | $24,062 | $486 | $486 |
| GOLDMAN SACHS - 481-5 | P | 2022-01-01 | 2022-12-31 | $71,847 | $75,242 | -$3,395 | -$3,395 |
| GOLDMAN SACHS - 481-5 | P | 2022-01-01 | 2022-12-31 | $174,235 | $173,908 | $327 | $327 |
| GLENMEDE | P | 2022-01-01 | 2022-12-31 | $1,219,136 | $1,701,483 | -$482,347 | -$482,347 |
| GLENMEDE | P | 2022-01-01 | 2022-12-31 | $3,118,837 | $2,836,963 | $281,874 | $281,874 |
| GLENMEDE | P | 2022-01-01 | 2022-12-31 | $584 | $298 | $286 | $286 |
| K-1 CA RESOURCES FUND, L.P.-SERIES BAIN X | P | 2022-12-31 | $0 | $0 | |||
| K-1 GLENMEDE PRIVATE INVESTMENT FUND VIII, LLC | P | 2022-12-31 | $16,803 | $16,803 | $16,803 | ||
| P | $0 | $0 | |||||
| K-1 THE GLENMEDE PRIVATE EQUITY FUND IV, LLC | P | 2022-12-31 | $32,833 | $32,833 | $32,833 | ||
| K-1 GLENMEDE CLIENT OPPORTUNITIES, LLC | P | 2022-12-31 | $2,488 | $2,488 | $2,488 | ||
| K-1 LLR EQUITY PARTNERS IV, L.P. | P | 2022-12-31 | $28,915 | $28,915 | $28,915 | ||
| K-1 BDCM OPPORTUNITY FUND IV, L.P | P | 2022-12-31 | $7,967 | $7,967 | $7,967 | ||
| K-1 RIVERSIDE CAPITAL APPRECIATION FUND VI, LP | P | 2022-12-31 | $30,126 | -$30,126 | -$30,126 | ||
| K-1 RCAF VI AIV II, LP | P | 2022-12-31 | $47,493 | $47,493 | $47,493 | ||
| K-1 GLENMEDE PRIVATE INVESTMENT FUND X, LLC | P | 2022-12-31 | $109,188 | $109,188 | $109,188 | ||
| K-1 AISLING CAPITAL V LP | P | 2022-12-31 | $55,403 | $55,403 | $55,403 | ||
| K-1 RIVERSIDE CAPITAL APPRECIAITON VII A | P | 2022-12-31 | $166,934 | $166,934 | $166,934 | ||
| K-1 RCS SBIC FUND II | P | 2022-12-31 | $893 | $893 | $893 | ||
| K-1 GLENMEDE PRIVATE INVESTMENT FUND XII B | P | 2022-12-31 | $375 | $375 | $375 | ||
| CAPITAL GAINS DIVIDENDS | P | $673,780 | $673,780 | $673,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,187,148 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,714 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,714 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,714 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $62,382 | 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 | $62,382 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $31,668 | OverpaymentAmt |
| Applied To ES Tax | $31,668 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.REINBERGERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2162922790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30000 CHAGRIN BLVD 300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN R HOOSER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | PRESIDENT | 40.00 | $176,096 | $0 | $0 |
| SARA R DYER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | VICE PRESIDENT & TREASURER | 20.00 | $49,350 | $0 | $0 |
| VICTOR FERGUSON | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | SECRETARY | 10.00 | $28,148 | $0 | $0 |
| KATHERINE DYER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| LEE BATES | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| MARY HOOSER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| NICK BEDELL | ||||||||
| 30000 CHAGRIN BLVD 3300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $10,000 | $0 | $0 |
| RICHARD SECOR | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| ROBERT DYER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| MATTHEW BEDELL | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| WILLIAM BATES | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $8,000 | $0 | $0 |
| DAVE HOOSER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | CHAIR OF INVESTMENT COMMITTEE | 10.00 | $24,648 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLENMEDE TRUST COMPANY | |||||
| 1650 MARKET STREET SUITE 1200 | PHILADELPHIA | PA | 19103 | INVESTMENT | $163,734 |
| GOLDMAN SACHS | |||||
| 1375 E 9TH STREET | CLEVELAND | OH | 44114 | INVESTMENT | $100,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $71,489,288 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,513,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $75,002,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $75,002,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,125,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,877,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,693,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,693,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,714 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $26,473 | IncomeTaxAmt |
| Total Tax | $57,187 | TotalTaxAmt |
| Distributable Before Adj | $3,636,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,636,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,636,707 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,632,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,632,230 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,636,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $149,589 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $149,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,632,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,632,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,477 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,477 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,112 | 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 | $145,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $145,112 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| THE REINBERGER FOUNDATION ONLINE AP | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | 2162922790 | REINBERGERFOUNDATION.ORG | APPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE. | NOVEMBER 15TH | 501(C)(3) ORGANIZATIONS ONLY |
| THE REINBERGER FOUNDATION ONLINE AP | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | 2162922790 | REINBERGERFOUNDATION.ORG | APPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE. | MARCH 15TH | 501(C)(3) ORGANIZATIONS ONLY |
| THE REINBERGER FOUNDATION ONLINE AP | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | 2162922790 | REINBERGERFOUNDATION.ORG | APPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE. | JULY 15TH | 501(C)(3) ORGANIZATIONS ONLY |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTORS THEATRE | |||||||
| 1000 CITY PARK AVE | COLUMBUS | OH | 43206 | NC | GRANT #22-44 TWD. OPERATING SUPPORT | $10,000 | |
| ALVIS INC | |||||||
| 2100 STELLA COURT | COLUMBUS | OH | 43215 | NC | GRANT # 22-90 TWD. WORKFORCE PROGRAMMING | $27,500 | |
| AMERICA SCORES CLEVELAND | |||||||
| 3631 PERKINS AVENUE UNIT 2CE | CLEVELAND | OH | 44114 | NC | GRANT # 22-57 FITNESS YOUTH DEVELOPMENT | $20,000 | |
| AMERICAN RED CROSS OF GREATER COLUMBUS | |||||||
| 995 E BROAD STREET | COLUMBUS | OH | 43205 | NC | GRANT # 22-01 TWD. FAMILY EMERGENCY SUPPORTS | $15,000 | |
| APOLLO'S FIRE | |||||||
| APOLLOS FIRE BAROQUE ORCHESTRA | CLEVELAND HTS | OH | 44118 | NC | GRANT # 22-26 TWD. OPERATING SUPPORT | $25,000 | |
| ARTS IMPACT | |||||||
| 3311 PERKINS AVE SUITE 300 | CLEVELAND | OH | 44114 | NC | GRANT #22-27 TWD. OPERATING SUPPORT | $20,000 | |
| BALLETMET | |||||||
| 322 MOUNT VERNON AVENUE | COLUMBUS | OH | 432152131 | NC | GRANT #21-34 TWD. OPERATING SUPPORT | $25,000 | |
| BATH PONY CLUB | |||||||
| 141 REMSEN RD | MEDINA | OH | 44256 | NC | GRANT # MH22-55 TWD. 2022 FUNDRAISER | $5,000 | |
| BECK CENTER FOR THE ARTS | |||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | NC | GRANT #22-28 TWD. OPERATING SUPPORT | $15,000 | |
| BIG BROTHERS BIG SISTERS ASSN OF CENTRAL OHIO INC | |||||||
| 1855 EAST DUBLIN-GRANVILLE RD | COLUMBUS | OH | 43229 | NC | GRANT #22-91 TWD. MENTORING PROGRAMS | $20,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND | |||||||
| 14837 DETROIT AVENUE 292 | LAKEWOOD | OH | 44107 | NC | GRANT #22-58 ONE-TO-ONE YOUTH MENTORING | $20,000 | |
| BOYS & GIRLS CLUBS OF COLUMBUS INC | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NC | GRANT #21-82 TWD. COMPREHENSIVE CAMPAIGN | $125,000 | |
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | |||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NC | GRANT # 22-59 OUT OF SCHOOL TIME PROGRAMMING | $30,000 | |
| BOYS HOPE-GIRLS HOPE NORTHEASTERN OHIO | |||||||
| 9619 GARFIELD BLVD | GARFIELD HTS | OH | 44125 | NC | GRANT #22-60 TWD. THE ACADEMY PROGRAM | $25,000 | |
| BRIDGEWAY ACADEMY | |||||||
| 2500 MEDARY AVENUE | COLUMBUS | OH | 43202 | NC | GRANT # 20-48 TWD. BRIDGEWAY ACADEMY WORKS | $25,500 | |
| BROADWAY CHRISTIAN CHURCH | |||||||
| 5920 ENGEL AVENUE | CLEVELAND | OH | 44127 | NC | GRANT # 22-52 TWD. SUMMER READING PROGRAM | $3,000 | |
| BUILDING HOPE IN THE CITY | |||||||
| PO BOX 93568 | CLEVELAND | OH | 441015568 | NC | GRANT # 22-61 TWD. THE HOPE CENTER FOR REFUGEES | $20,000 | |
| BUSINESS VOLUNTEERS UNLIMITED | |||||||
| 1300 EAST NINTH STREET SUITE 1220 | CLEVELAND | OH | 441141509 | NC | GRANT #22-24 TWD. CAPACITY BUILDING | $10,000 | |
| CANDID | |||||||
| 1422 EUCLID AVE SUITE 1600 | CLEVELAND | OH | 44115 | NC | GRANT # 22-100 TWD. GENERAL SUPPORT | $7,500 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NC | GRANT # 22-62 TWD. PROVOST SCHOLARS PROGRAM | $25,000 | |
| CDF FREEDOM SCHOOLS OF LICKING COUNTY (ROCKIN' COOL FREEDOM SCHOOL) | |||||||
| 12 NEAL AVENUE | NEWARK | OH | 43055 | NC | GRANT # WB22-102 TWD. ROCKIN COOL FREEDOM SCHOOL | $15,000 | |
| CENTER FOR ARTS-INSPIRED LEARNING | |||||||
| 10917 MAGNOLIA DR | CLEVELAND | OH | 44106 | NC | GRANT # 22-29 TWD. OPERATING SUPPORT | $25,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | |||||||
| 1500 HAMILTON AVE | CLEVELAND | OH | 44114 | NC | GRANT # 22-63 TWD. REENTRY EMPLOYMENT SERVICES | $20,000 | |
| CHILDHOOD LEAGUE CENTER | |||||||
| 674 CLEVELAND AVE | COLUMBUS | OH | 43215 | NC | GRANT #21-90 TWD. PRESCHOOL PROGRAM | $15,000 | |
| CHILDREN'S HUNGER ALLIANCE | |||||||
| 1105 SCHROCK ROAD | COLUMBUS | OH | 43229 | NC | GRANT # 22-02 TWD. FOOD ACCESS-CENTRAL AND NE OH | $60,000 | |
| CHILDREN'S MUSEUM OF CLEVELAND | |||||||
| 3813 EUCLID AVE | CLEVELAND | OH | 44115 | NC | GRANT # 22-52 TWD. STEM KITS | $15,000 | |
| CHN HOUSING PARTNERS | |||||||
| 2999 PAYNE AVE | CLEVELAND | OH | 44114 | NC | GRANT # 22-12 TWD. GENERAL SUPPORT | $20,000 | |
| CHOICES | |||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 430852238 | NC | GRANT # 22-03 TWD. OPERATING SUPPORT | $25,000 | |
| CITY YEAR COLUMBUS | |||||||
| 350 E 1ST AVE 250 | COLUMBUS | OH | 43201 | NC | GRANT # 21-81 TWD. WHOLE SCHOOL WHOLE CHILD | $20,000 | |
| CLEVELAND BOTANICAL GARDEN | |||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | NC | GRANT #22-30 TWD. FAMILY GALLERY | $25,000 | |
| CLEVELAND CULTURAL GARDENS FEDERATION | |||||||
| 10823 MAGNOLIA DR | CLEVELAND | OH | 44106 | NC | GRANT #22-31 TWD. WORLD ON STAGE 2022 | $8,000 | |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | |||||||
| 2510 MARKET AVE | CLEVELAND | OH | 44113 | NC | GRANT #22-32 TWD. FILMSLAM STREAMS | $20,000 | |
| CLEVELAND LEADERSHIP CENTER | |||||||
| 1240 HURON RD E STE 450 | CLEVELAND | OH | 44115 | NC | GRANT # 22-64 TWD. PATHWAY TO SUCCESS | $15,000 | |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NC | GRANT #22-33 TWD DISCOVERY PACKS | $15,000 | |
| CLEVELAND PLAY HOUSE | |||||||
| 1901 E 13TH ST | CLEVELAND | OH | 44114 | NC | GRANT #21-30 TWD. THEATER EDUCATION PROGRAMS | $25,000 | |
| CLEVELAND PUBLIC THEATRE | |||||||
| 6415 DETROIT AVE | CLEVELAND | OH | 44102 | NC | GRANT #22-34 TWD. CLEVE ACT NOW | $15,000 | |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 1228 EUCLID AVE | CLEVELAND | OH | 44115 | NC | GRANT # 21-01 TWD. VIOLENCE PREVENTION PROGRAMMING | $40,000 | |
| CLEVELAND SCHOOL OF THE ARTS | |||||||
| PO BOX 18265 | CLEVELAND | OH | 441180265 | NC | GRANT #22-65 TWD. CSA ARTIST SCHOLARS | $18,000 | |
| CLINTONVILLE-BEECHWOLD COMMUNITY RESOURCES CENTER | |||||||
| 3222 N HIGH ST | COLUMBUS | OH | 43202 | NC | GRANT # 22-04 TWD. COMMUNITY NEEDS | $23,000 | |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| 1500 WEST 3RD STREET SUITE 125 | CLEVELAND | OH | 44113 | NC | GRANT # 21-60 TWD. ADULT PROGRAMMING | $25,000 | |
| COLUMBUS CHILDREN'S THEATRE | |||||||
| 177 E NAGHTEN STREET | COLUMBUS | OH | 432152613 | NC | GRANT # 21-35 TWD. PROGRAMMING SUPPORT | $12,500 | |
| COLUMBUS LITERACY COUNCIL | |||||||
| 92 JEFFERSON AVENUE | COLUMBUS | OH | 43215 | NC | GRANT #22-93 TWD. "MARVEL*US" | $15,000 | |
| COLUMBUS METROPOLITAN LIBRARY FOUNDATION | |||||||
| 96 SOUTH GRANT AVENUE | COLUMBUS | OH | 43215 | NC | GRANT # 19-57 TWD. CAPITAL CAMPAIGN | $20,000 | |
| COLUMBUS MUSEUM OF ART | |||||||
| 480 EAST BROAD STREET | COLUMBUS | OH | 43215 | NC | GRANT # 21-36 TWD. ARTFUL READING | $15,000 | |
| COLUMBUS SPEECH AND HEARING CENTER | |||||||
| 510 E NORTH BROADWAY | COLUMBUS | OH | 43214 | NC | GRANT #22-94 TWD SCHOOL-AGED PROGRAMMING | $20,000 | |
| COLUMBUS SYMPHONY ORCHESTRA | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | NC | GRANT # 22-46 TWD. OPERATING SUPPORT | $20,000 | |
| COLUMBUS ZOOLOGICAL PARK ASSOCIATION | |||||||
| 4850 W POWELL ROAD | POWELL | OH | 43065 | NC | GRANT #22-47 TWD. EDUCATIONAL PROGRAMMING | $20,000 | |
| COMMUNITY SHELTER BOARD | |||||||
| 355 EAST CAMPUS VIEW BOULEVARD | COLUMBUS | OH | 43235 | NC | GRANT #22-05 TWD. GENERAL SUPPORT | $45,000 | |
| CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK | |||||||
| 1403 W HINES HILL ROAD | PENINSULA | OH | 442649646 | NC | GRANT #22-66 TWD. CVEEC | $15,000 | |
| CRISTO REY COLUMBUS HIGH SCHOOL | |||||||
| 400 E TOWN ST | COLUMBUS | OH | 43215 | NC | GRANT #22-95 TWD. GENERAL SUPPORT | $15,000 | |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | |||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44102 | NC | GRANT #21-62 TWD. "SKILLS TO SUCCEED" | $75,000 | |
| CUYAHOGA COUNTY PUBLIC LIBRARY | |||||||
| 25501 SHAKER BLVD | BEACHWOOD | OH | 44122 | NC | GRANT # 22-67 TWD. GENERAL SUPPORT | $40,000 | |
| DANCE CLEVELAND | |||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | NC | GRANT #22-35 TWD. READ TO LEARN, DANCE TO MOVE | $10,000 | |
| EDEN | |||||||
| 7812 MADISON AVE | CLEVELAND | OH | 44102 | NC | GRANT #22-14 TWD. OPERATING/PROGRAM SUPPORT | $30,000 | |
| EDWINS LEADERSHIP AND RESTAURANT INSTITUTE | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | NC | GRANT # 22-68 TWD. GENERAL SUPPORT | $15,000 | |
| EFFECTIVE LEADERSHIP ACADEMY | |||||||
| 4480 RICHMOND RD | WARRENSVILLE HEIGHTS | OH | 44128 | NC | GRANT #22-69 TWD. PROGRAMMING FOR HS STUDENTS | $10,000 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | NC | GENERAL PURPOSE | $2,000 | |
| FAMILY PROMISE OF GREATER CLEVELAND | |||||||
| 3470 EAST 152ND ST | CLEVELAND | OH | 44120 | NC | GRANT #22-15 TWD. OPERATING SUPPORT | $30,000 | |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | NC | GRANT #21-63 TWD. MOBILE MINI PROGRAM/RIDERSHIPS | $25,000 | |
| FIRST TEE OF AKRON INC | |||||||
| 2000 S HAWKINS AVE | AKRON | OH | 44314 | NC | GRANT # VF22-103 TWD. PASSENGER VAN | $15,000 | |
| FLYING HORSE FARMS | |||||||
| 5260 STATE ROUTE 95 | MT GILEAD | OH | 43338 | NC | GRANT #22-89 TWD. CAMP PROGRAMMING | $50,000 | |
| FRANKLIN COUNTY HISTORICAL SOCIETY | |||||||
| 96 S GRANT AVE | COLUMBUS | OH | 43215 | NC | GRANT #21-38 TWD. OPERATIONS (COSI) | $15,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 3615 SUPERIOR AVE BLDG 31 SUITE | CLEVELAND | OH | 44114 | NC | GRANT #21-64 TWD. EDUCATION EQUITY IN CLE | $25,000 | 3103A |
| FRIENDS OF CASA OF FRANKLIN COUNTY OHIO | |||||||
| 373 S HIGH ST 15TH FLOOR | COLUMBUS | OH | 43215 | NC | GRANT #22-06 TWD. TRAINING | $12,000 | |
| FRIENDS OF CONSERVATORY | |||||||
| 1777 E BROAD STREET | COLUMBUS | OH | 43203 | NC | GRANT # 22-48 TWD. FRANKLIN PARK CONSERVATORY | $10,000 | |
| FRONT STEPS HOUSING AND SERVICES | |||||||
| 2211 WEST 65TH STREEET | CLEVELAND | OH | 44102 | NC | GRANT # 22-16 TWD. PROGRAMS/SERVICES | $25,000 | |
| FUND FOR OUR ECONOMIC FUTURE | |||||||
| 1933 E DUBLIN GRANVILLE RD 117 | COLUMBUS | OH | 43229 | NC | GRANT #20-34 TWD. 3 YEAR MEMBERSHIP | $33,000 | |
| FURNITURE BANK OF CENTRAL OHIO | |||||||
| 118 S YALE AVE | COLUMBUS | OH | 43222 | NC | GRANT # 22-07 TWD. FURNITURE FOR FAMILIES | $10,000 | |
| GIRLS ON THE RUN OF NORTHWEST OHIO | |||||||
| 4415 EUCLID AVENUE SUITE 203 | CLEVELAND | OH | 44103 | NC | GRANT # LB 22-104 TWD. GENERAL SUPPORT | $10,000 | |
| GOOD MEDICINE PRODUCTIONS | |||||||
| PO BOX 2892 | WESTERVILLE | OH | 43086 | NC | GRANT # 22-49 TWD. PROGRAMMING | $10,000 | |
| GREAT LAKES THEATER | |||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | NC | GRANT # 22-36 TWD. OPERATING SUPPORT | $25,000 | |
| GREATER CLEVELAND HABITAT FOR HUMANITY INC | |||||||
| 2110 WEST 110TH STREET | CLEVELAND | OH | 44102 | NC | GRANT # 22-17 TWD. HOUSING IN BUCKEYE NEIGHBORHOOD | $50,000 | |
| GREATER CLEVELAND VOLUNTEERS | |||||||
| 4415 EUCLID AVENUE | CLEVELAND | OH | 44103 | NC | GRANT # 22-70 TWD. AARP LITERACY TUTORING | $5,000 | |
| GROUP PLAN COMMISSION | |||||||
| 50 PUBLIC SQUARE SUITE 1700 | CLEVELAND | OH | 44113 | NC | GRANT #22-53 TWD. SUMMER SPLASH 2022 | $10,000 | |
| HUNGER NETWORK OF GREATER CLEVELAND | |||||||
| 4415 EUCLID AVE | CLEVELAND | OH | 44103 | NC | GRANT #22-18 TWD. OPERATING SUPPORT | $25,000 | |
| IDEASTREAM | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NC | GRANT # 22-37 TWD, NOVA AND SCIENCE FRIDAY | $70,000 | |
| JENNINGS CENTER FOR OLDER ADULTS | |||||||
| 10204 GRANGER RD | GARFIELD HTS | OH | 44125 | NC | GRANT # 22-71 TWD. GETTING AHEAD AT WORK | $20,000 | |
| JOSEPH'S HOME | |||||||
| 2412 COMMUNITY COLLEGE AVE | CLEVELAND | OH | 44115 | NC | GRANT # 21-06 TWD. OPERATIONS AND CAPITAL NEEDS | $25,000 | |
| JOURNEY CENTER FOR SAFETY AND HEALING | |||||||
| PO BOX 5466 | CLEVELAND | OH | 44114 | NC | GRANT #22-13 TWD. OPERATING SUPPORT | $45,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL OHIO INC | |||||||
| 68 E 2ND AVENUE | COLUMBUS | OH | 43201 | NC | GRANT #22-96 TWD GENERAL SUPPORT | $20,000 | |
| KARAMU HOUSE | |||||||
| 2355 EAST 89TH STREET | CLEVELAND | OH | 44106 | NC | GRANT # 22-38 TWD. OPERATING SUPPORT | $25,000 | |
| LAKE ERIE NATURE AND SCIENCE CENTER | |||||||
| 28728 WOLF ROAD | BAY VILLAGE | OH | 44140 | NC | GRANT #22-39 TWD. WILDLIFE REHAB AND EDUCATION | $15,000 | |
| LAWRENCE SCHOOL | |||||||
| 1551 E WALLINGS ROAD | BROADVIEW HEIGHTS | OH | 44147 | NC | GRANT # 22-72 TWD. TUITION ASSISTANCE | $20,000 | |
| LEVELING THE PLAYING FIELD INC | |||||||
| 4848 EVANSWOOD DR | COLUMBUS | OH | 43229 | NC | GRANT # 22-97 TWD. FREE EQT DISTRIBUTION | $10,000 | |
| LIFEACT | |||||||
| 210 BELL STREET | CHAGRIN FALLS | OH | 44022 | NC | GRANT # 21-68 TWD. SUICIDE PREVENTION PROGRAMMING | $15,000 | |
| LIFECARE ALLIANCE | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | NC | GRANT #22-08 TWD. MEALS ON WHEELS UNDER AGE 60 | $20,000 | |
| LINCOLN THEATRE ASSOCIATION | |||||||
| 769 E LONG ST | COLUMBUS | OH | 43203 | NC | GRANT # 22-50 TWD. OPERATING SUPPORT | $15,000 | |
| LOWER LIGHTS MINISTRIES | |||||||
| 1066 BELLOWS AVENUE | COLUMBUS | OH | 43223 | NC | GRANT #22-98 TWD. BRIGHT LIGHTS KIDS | $10,000 | |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVENUE | CLEVELAND | OH | 441031215 | NC | GRANT # 22-19 TWD. SUPPORT FOR 2100 LAKESIDE | $25,000 | |
| LUTHERAN SOCIAL SERVICES | |||||||
| 500 W WILSON BRIDGE RD | WORTHINGTON | OH | 43085 | NC | GRANT # 22-09 TWD. FOOD PANTRIES | $15,000 | |
| MALACHI CENTER | |||||||
| 2416 SUPERIOR VIADUCT | CLEVELAND | OH | 441132317 | NC | GRANT # 21-69 TWD, PROGRAMMING | $12,000 | |
| MALACHI HOUSE INC | |||||||
| 2810 CLINTON AVE | CLEVELAND | OH | 44113 | NC | GRANT # 22-20 TWD. OPERATIONS | $25,000 | |
| MANUFACTURING ADVOCACY & GROWTH NETWORK INC | |||||||
| 1800 E 63RD ST | CLEVELAND | OH | 44103 | NC | GRANT #22-73 TWD. PROGRAMMING FOR HS STUDENTS | $20,000 | |
| MARBURN ACADEMY | |||||||
| 9555 JOHNSTOWN RD | NEW ALBANY | OH | 43054 | NC | GRANT #21-87 TWD. TEACHING/LEARNING PILOT PROGRAM | $20,000 | |
| MERRICK HOUSE | |||||||
| 1050 STARKWEATHER AVENUE | CLEVELAND | OH | 44113 | NC | GRANT # 22-74 TWD. ADULT EDUCATION PROGRAMS | $25,000 | |
| MID-OHIO FOODBANK | |||||||
| 3960 BROOKHAM DRIVE | GROVE CITY | OH | 43123 | NC | GRANT #22-10 TWD. OPERATIONS & CAPITAL CAMPAIGN | $100,000 | |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | NC | GRANT # 22-40 TWD. MUSIC EDUCATION PROGRAMS | $25,000 | |
| NATIONAL INVENTORS HALL OF FAME | |||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | NC | GRANT #21-46 TWD. CAMP INVENTION | $15,000 | |
| NEAR WEST SIDE MULTI SERVICE CORPORATION | |||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 441133304 | NC | GRANT # 20-07 TWD. CAPITAL CAMPAIGN | $50,000 | |
| NEWBRIDGE CLEVELAND CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 3634 EUCLID AVENUE | CLEVELAND | OH | 44115 | NC | GRANT #22-75 TWD. WORKFORCE PROGRAMMING | $20,000 | |
| OHIOANA LIBRARY | |||||||
| 274 E FIRST AVE SUITE 300 | COLUMBUS | OH | 43201 | NC | GRANT # 22-54 TWD. 2022 BOOK FESTIVAL | $19,500 | |
| OPEN DOORS ACADEMY | |||||||
| 1427 E 36TH ST STE 4206A | CLEVELAND | OH | 44114 | NC | GRANT #22-76 TWD. OPERATING SUPPORT | $20,000 | |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT STREET SUITE 900 | COLUMBUS | OH | 43215 | NC | GRANT #22-56 $7200, MEMBERSHIP $1000 & GRANT #22-101 TWD. GENERAL SUPPORT | $14,700 | |
| PLAYHOUSE SQUARE CENTER | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 441152108 | NC | GRANT # 18-60 TWD. ADVANCING THE LEGACY | $100,000 | |
| PROJECTART | |||||||
| 247 WATER ST | BROOKLYN | NY | 11201 | NC | GRANT #22-41 TWD. CLEVELAND PROGRAMMING | $10,000 | |
| PROMUSICA CHAMBER ORCHESTRA | |||||||
| 620 E BROAD STREET SUITE 300 | COLUMBUS | OH | 432154037 | NC | GRANT # 22-51 TWD. OPERATING SUPPORT | $15,000 | |
| PROVIDENCE HOUSE INC | |||||||
| 2050 WEST 32ND STREET | CLEVELAND | OH | 44113 | NC | GRANT # 20-17 TWD. CAMPAIGN AND SERVICES | $100,000 | |
| RAINEY INSTITUTE | |||||||
| 1705 EAST 55TH STREET | CLEVELAND | OH | 441033117 | NC | GRANT # 21-75 TWD. SUMMER CAMP | $20,000 | |
| REFUGEE RESPONSE | |||||||
| 2115 W 42ND ST | CLEVELAND | OH | 44113 | NC | GRANT #22-77 TWD. EDUCATION PROGRAMMING | $25,000 | |
| SAINT MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | NC | GRANT #22-78 TWD. GENERAL SUPPORT | $15,000 | |
| SCRANTON ROAD MINISTRIES COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 3095 SCRANTON ROAD | CLEVELAND | OH | 44113 | NC | GRANT #22-79 TWD. YOUTH JOBS PARTNERSHIP | $30,000 | |
| SEE KIDS DREAM | |||||||
| PO BOX 341645 | COLUMBUS | OH | 43234 | NC | GRANT #22-99 TWD. PROGRAMMING SUPPORT | $10,000 | |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH STREET STE 3 | CLEVELAND | OH | 44109 | NC | GRANT #22-80 TWD. LITERACY PROGRAMMING | $30,000 | |
| SHAKER LAKES REGIONAL NATURE CENTER | |||||||
| 2600 S PARK BLVD | CLEVELAND | OH | 44120 | NC | GRANT # 22-86 TWD. SCIENCE PROGRAMMING | $10,000 | |
| SHOES AND CLOTHES FOR KIDS INC | |||||||
| 3631 PERKINS AVE | CLEVELAND | OH | 44114 | NC | GRANT # 22-81 TWD. GENERAL SUPPORT | $20,000 | |
| STELLA MARIS INC | |||||||
| 1320 WASHINGTON AVENUE | CLEVELAND | OH | 441132333 | NC | GRANT # 21-08 TWD. RECOVERY HOUSING FOR WOMEN | $15,000 | |
| TEACH FOR AMERICA INC | |||||||
| 2814 DETROIT AVE | CLEVELAND | OH | 44113 | NC | GRANT # 22-82 TWD. TEACHER DEVELOPMENT | $10,000 | |
| TECH CORPS | |||||||
| 6600 BUSCH BLVD SUITE 210 | COLUMBUS | OH | 43229 | NC | GRANT # 22-83 TWD. STUDENT WORKSHOPS | $10,000 | |
| THE CLEVELAND FOUNDATION | |||||||
| 6601 EUCLID AVE | CLEVELAND | OH | 44103 | NC | GRANT #22-85 TWD. CMSD HEALTH SERVICES | $25,000 | |
| THE COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| PO BOX 1776 | WILLIAMSBURG | VA | 23187 | NC | GRANT # SD22-105 TWD. GENERAL SUPPORT | $10,000 | |
| THE SALVATION ARMY | |||||||
| 2507 EAST 22ND STREET | CLEVELAND | OH | 44115 | NC | GRANT # 21-18 TWD. BASIC NEEDS ASSISTANCE FOR FAMILIES | $25,000 | |
| THE SALVATION ARMY OF GREATER CLEVELAND | |||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | NC | GRANT #22-21 TWD. GENERAL SUPPORT | $50,000 | |
| TOWARDS EMPLOYMENT | |||||||
| 1255 EUCLID AVE 300 | CLEVELAND | OH | 44115 | NC | GRANT # 21-78 TWD. CHANCE TO ADVANCE | $80,000 | |
| UNIVERSITY CIRCLE INCORPORATED | |||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NC | GRANT #22-87 TWD. FAMILY PROGRAMMING | $10,000 | |
| UNIVERSITY HOSPITALS HEALTH SYSTEM | |||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NC | GRANT # 19-24 TWD. INFANT MORTALITY PROGRAMMING | $50,171 | |
| UNIVERSITY SETTLEMENT | |||||||
| 4800 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NC | GRANT # 21-10 TWD. BROADWAY RISING CAMPAIGN | $50,000 | |
| URBAN COMMUNITY SCHOOL | |||||||
| 4909 LORAIN ROAD | CLEVELAND | OH | 44102 | NC | GRANT #19-77 TWD. CAMPAIGN & SCHOLARSHIPS | $50,000 | |
| US TOGETHER INC | |||||||
| 2800 EUCLID AVE 200 | CLEVELAND | OH | 44115 | NC | GRANT # 22-42 TWD. MAKING HOME EXHIBITION | $8,000 | |
| VICTORY GALLOP INC | |||||||
| 1745 N HAMETOWN ROAD | AKRON | OH | 443331061 | NC | GRANT # KH22-11 TWD. OPERATING SUPPORT | $15,000 | |
| WEST SIDE CATHOLIC CENTER | |||||||
| 3135 LORAIN AVENUE | CLEVELAND | OH | 441133407 | NC | GRANT #22-22 TWD. MEALS PROGRAM | $7,500 | |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NC | GRANT # 22-43 TWD. PARK DEVELOPMENT IN HOUGH | $25,000 | |
| WOMENSAFE INC | |||||||
| 12041 RAVENNA RD | CHARDON | OH | 440247008 | NC | GRANT #22-23 TWD. OPERATING SUPPORT | $25,000 | |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| THE HALLE BUILDING 1228 EUCLID | CLEVELAND | OH | 441151827 | NC | GRANT # 22-88 TWD.JOG | $20,000 | AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,268,871 | 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 | $208,541 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,174,317 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,946 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,187,148 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP LOSS | 14 | -$102,098 | ||
| PARTNERSHIP UBTI INCOME | 900001 | $91,964 | ||
| OTHER LOSS | 14 | -$321 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $91,964 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,567,533 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,659,497 | 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 | $18,000 | Amt |
| Net Investment Income | $9,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - 724-4 | $2,881,331 | $2,642,130 |
| GOLDMAN SACHS - 725-1 | $2,002,698 | $2,353,394 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS - 481-5 | StockNm |
| EOY Book Value | $926,088 | EOYBookValueAmt |
| EOYFMV | $815,600 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,591,565 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,764,773 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH - 02300 | AT COST | $211,857 | $272,238 |
| GLENMEDE #4036-01-4/5 | AT COST | $28,122,398 | $37,058,548 |
| GOLDMAN SACHS - 725-1 | AT COST | $14,446,201 | $16,522,846 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK/TAX DIFFERENCE IN PARTNERSHIP INCOME | $598,237 |
| ROUNDING | $10 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $3,200 | $0 | $3,200 |
| LIABILITY INSURANCE | $5,935 | $0 | $5,935 |
| DUES AND FEES | $3,413 | $0 | $3,413 |
| SOFTWARE AND WEBSITE | $17,000 | $0 | $17,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN INCOME | $99,946 | $99,946 | $99,946 |
| PARTNERSHIP LOSS | -$102,098 | -$102,098 | -$102,098 |
| PARTNERSHIP UBTI INCOME | $91,964 | $91,964 | |
| OTHER LOSS | -$321 | -$321 | -$321 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE IN INVESTMENT INCOME | Desc |
| Amt | $70,043 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONTRACT SERVICES | $5,682 | $0 | $5,682 |
| TRUST MANAGEMENT FEES | $264,553 | $264,553 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $53,249 | $0 | $0 |
| PAYROLL TAXES | $1,269 | $1,269 | $0 |
| FOREIGN TAX PAID | $24,134 | $24,134 | $0 |