WILLIAM CORLEY FOUNDATION OF THE WESTLAKE-BAY VILLAGE ROTARY CLUB I: Form 990PF, tax year 2022
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- Organization
- WILLIAM CORLEY FOUNDATION OF THE WESTLAKE-BAY VILLAGE ROTARY CLUB I (EIN 34-1271287)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349105188
- 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
- All Oth Prog Rltd Investments Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T11:42:04-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341785106 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLMAN STASKO & STRUNK LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1667 E 40th St Suite 1G 3 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44103 | 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 | 341271287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM CORLEY FOUNDATION WESTLAKE BAY VILLAGE ROTARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4406170588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 660 DOVER CENTER RD | AddressLine1Txt |
| City | BAY VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C STRUNK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4406170588 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | STRUNK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | JAMES C STRUNK | PreparerPersonNm |
| PTIN | P00096060 | PTIN |
| Phone | 4406170588 | PhoneNum |
| Preparation | 2023-11-15 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $319,631 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,792 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,771 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,771 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $41,413 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $16,191 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $25,222 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $38,785 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,771 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,771 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $118 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,521 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,139 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,128 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,373 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,267 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,771 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,771 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,231 | CashBOYAmt |
| Cash EOY | $17,324 | CashEOYAmt |
| Cash EOYFMV | $17,324 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,976 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,199 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,199 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $213,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $218,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $291,108 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $250,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $246,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $319,631 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $250,109 | RetainedEarningBOYAmt |
| Retained Earning EOY | $246,723 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $250,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $246,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $250,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $246,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $250,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,482 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$1,621 | OtherIncreasesAmt |
| Subtotal | $247,006 | SubtotalAmt |
| Other Decreases | $283 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $246,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATL EXPLORER FUND | P | 2021-12-20 | 2022-09-30 | $1,104 | $0 | $1,448 | -$344 | $0 | $0 | $0 | -$344 |
| INTER-TERM INVEST-GR INV | P | 2018-12-31 | 2022-09-30 | $3,563 | $0 | $4,342 | -$779 | $0 | $0 | $0 | -$779 |
| INTERNATL EXPLORER FUNDS | P | 2018-12-31 | 2022-09-30 | $8,310 | $0 | $10,902 | -$2,592 | $0 | $0 | $0 | -$2,592 |
| INTER-TERM INVEST-GR INV | P | 2018-12-31 | 2022-09-30 | $23,437 | $0 | $28,575 | -$5,138 | $0 | $0 | $0 | -$5,138 |
| INTERNATL EXPLORER FUND | P | 2018-12-31 | 2022-09-30 | $13,675 | $0 | $14,233 | -$558 | $0 | $0 | $0 | -$558 |
| INTERNATL EXPLORER FUNDS | P | 2018-12-31 | 2022-12-31 | $1,346 | $0 | $0 | $1,346 | $0 | $0 | $0 | $1,346 |
| GROWTH AND INCOME ADM | P | 2018-12-31 | 2022-12-31 | $6,788 | $0 | $0 | $6,788 | $0 | $0 | $0 | $6,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,277 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$344 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $80 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$500 | OriginalReturnOverpaymentAmt |
| Overpayment | $420 | OverpaymentAmt |
| Applied To ES Tax | $420 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES C STRUNK | IndividualWithBooksNm |
| Phone | 4406170588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 DOVER CENTER RD 1 | AddressLine1Txt |
| City | BAY VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44140 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| TERRI SPECK | ||||||||
| 5918 FAWN LANE | BRECKSVILLE | OH | 44141 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ROBERT MAVER | ||||||||
| 455 ALEXIS DR | ELYRIA | OH | 44035 | VICE PRES | 1.00 | $0 | $0 | $0 |
| JAMES C STRUNK | ||||||||
| 26626 RUSSELL RD | BAY VILLAGE | OH | 44140 | TREASURER | 1.00 | $0 | $0 | $0 |
| PATRICK GRAHAM | ||||||||
| 38120 ESSEX PLACE | NORTH RIDGEVILLE | OH | 44039 | SECRTARY | 2.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $305,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,615 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $336,392 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $336,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $331,346 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,567 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,373 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $35,373 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| 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 | $21,579 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,373 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $35,373 | RemainingDistriFromCorpusAmt |
| Total Corpus | $56,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $21,579 | ExcessFromYear1Amt |
| Excess From Current Year | $35,373 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-06-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,771 | CurrentYearAmt |
| Year1 | $9,131 | Year1Amt |
| Year2 | $6,261 | Year2Amt |
| Year3 | $6,173 | Year3Amt |
| Total | $27,336 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,905 | CurrentYearAmt |
| Year1 | $7,761 | Year1Amt |
| Year2 | $5,322 | Year2Amt |
| Year3 | $5,247 | Year3Amt |
| Total | $23,235 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,373 | CurrentYearAmt |
| Year1 | $21,579 | Year1Amt |
| Year2 | $25,982 | Year2Amt |
| Year3 | $29,131 | Year3Amt |
| Total | $112,065 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $35,373 | CurrentYearAmt |
| Year1 | $21,579 | Year1Amt |
| Year2 | $25,982 | Year2Amt |
| Year3 | $29,131 | Year3Amt |
| Total | $112,065 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $386,787 | Year1Amt |
| Year2 | $339,341 | Year2Amt |
| Year3 | $305,253 | Year3Amt |
| Total | $1,031,381 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $36,207 | Year1Amt |
| Year2 | $36,146 | Year2Amt |
| Year3 | $25,992 | Year3Amt |
| Total | $98,345 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $11,921 | Year1Amt |
| Year2 | $10,517 | Year2Amt |
| Year3 | $9,371 | Year3Amt |
| Total | $31,809 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $25,703 | Year1Amt |
| Year2 | $25,344 | Year2Amt |
| Year3 | $20,274 | Year3Amt |
| Total | $71,321 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $25,703 | Year1Amt |
| Year2 | $25,344 | Year2Amt |
| Year3 | $20,274 | Year3Amt |
| Total | $71,321 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $20,333 | Year1Amt |
| Year2 | $18,472 | Year2Amt |
| Year3 | $16,250 | Year3Amt |
| Total | $55,055 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUTISM SOCIETY OF CLEVELAND | ||||||
| PO BOX 41066 | BRECKSVILEE | OH | 44141 | NA | COMMUNITY SERVICE | $2,100 |
| BAY VILLAGE EMERGENCY FOOD PANTRY- CITY OF BAY VILLAGE | ||||||
| 300 BRYSON LANE | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $500 |
| CHRISTMAS GITS - NEEDY FAMILIES | ||||||
| 29694 CENTER RIDGE RD | WESLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $541 |
| BEST BUDDIES-WESTLAKE CITY SCHOOLS | ||||||
| 2425 HILLIARD BLVD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,000 |
| CONNECTING FOR KIDS | ||||||
| 1730 COES POST RUN | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $2,500 |
| EXCHANGE STUDENT | ||||||
| 3606 BLACKBERRY LANE | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $0 |
| FOUR WAY SPEECH CONTEST | ||||||
| WESTLAHE HS 27830 HILLIARD RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $800 |
| KIWANIS CLUB SCHOLARSHIP NIGHT | ||||||
| 617 ELMWOOD ROAD | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $200 |
| LAKE ERIE NATURE & SCIENCE CENTER | ||||||
| 28728 WOLF ROAD | BAY VILALGE | OH | 44140 | NA | COMMUNITY SERVICE | $2,000 |
| ROTARY INTERNATIONAL | ||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | NA | COMMUNITY SERVICE | $8,035 |
| SCHOLARSHIPS - BAY VILLAGE HS | ||||||
| 29230 WOLF RD | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $3,000 |
| SCHOLARSHIPS - WESTLAKE HS | ||||||
| 27830 HILLIARD BLVD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $3,000 |
| SHELTER BOX | ||||||
| 7359 MERCHANT COURT | SARASOTA | FL | 34240 | NA | COMMUNITY SERVICE | $0 |
| WESTLAKE ASSISTANCE-SR PROMFOOD PANTRY | ||||||
| 29694 CENTER RIDGE RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $900 |
| YOUTH CHALLENGE | ||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $0 |
| ROTARY YOUTH LEADERSHIP CAMP BAY VILLAGE | ||||||
| PO BOX 578 | BURTON | OH | 44021 | NA | COMMUNITY SERVICE | $1,100 |
| ROTARY YOUTH LEADERSHIP CAMP WESTLAKE | ||||||
| PO BOX 578 | BURTON | OH | 44021 | NA | COMMUNITY SERVICE | $1,100 |
| WESTLAKE EDUCATIONAL FOUNDATION | ||||||
| 2425 HILLIARD BLVD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $0 |
| WESTLAKE MEALS ON WHEELS | ||||||
| 2239 DOVER CENTER RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,000 |
| ROTARY DISASTER RELIEF USA | ||||||
| PO BOX 988 | PIKEVILLE | KY | 41502 | NA | COMMUNITY SERVICE | $1,000 |
| FOOTPATH FOUNDATION | ||||||
| PO BOX110210 | CLEVELAND | OH | 44111 | NA | COMMUNITY SERVICE | $1,000 |
| KIDNEY FOUNDATION OF OHIO INC | ||||||
| 2831 PROSPECT AVE E | CLEVELAND | OH | 44115 | NA | COMMUNITY SERVICE | $0 |
| KNICKERBOCKER APARTMENTS NON PROFIT | ||||||
| 27100 KNICKERBOCKER RD | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $742 |
| ROTARY DISTRICT 6630 PRESIDENT ELECT SERV PROJ | ||||||
| PO BOX 110492 | CLEVELAND | OH | 44111 | NA | COMMUNITY SERVICE | $343 |
| ALZHEIMER ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NA | COMMUNITY SERVICE | $500 |
| EMPOWER SPORTS | ||||||
| 3210 EUCLID AVENUE | CLEVELAND | OH | 44115 | NA | COMMUNITY SERVICE | $500 |
| CAROLYN L FARRELL FOUNDATION FOR BRAIN HEALTH | ||||||
| 26633 DETROIT RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,000 |
| THE FOUNDRY | ||||||
| 1831 COLUMBUS RD | CLEVELAND | OH | 44113 | NA | COMMUNITY SERVICE | $500 |
| WESTLAKE PORTER LIBRARY | ||||||
| 27333 CENTER RIDGE RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $125 |
| WESTLAKE BAY VILLAGE ADJ & SUPPLIES | ||||||
| 660 DOVER CENTER RD 1 | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $1,942 |
| GOOD KNIGHTS OF LORAIN COUNTY | ||||||
| PO BOX 523 | ELYRIA | OH | 44036 | NA | COMMUNITY SERVICE | $1,200 |
| YAHAB | ||||||
| 5010 GATEWAY DRIVE 2 | MEDINA | OH | 44256 | NA | COMMUNITY SERVICE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,128 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,771 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,222 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,771 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,222 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,993 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 9 | FUNDRAISING IS THE PRIMARY MEANS BY WHICH THE ORGANIZATION IS ABLE TO |
| 9 | ACCOMPLISH ITS CIVIC AND EDUCATIONAL GOALS. |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAID | Desc |
| Amt | $283 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $597 |
| INSURANCE | $892 |
| OFFICE SUPPLIES | $32 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN ACTIVITY | Desc |
| Amt | -$1,621 | Amt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp (3 entries)
| CategoryCategoryTxt | Gross SalesGrossSalesAmt | Cost Of Goods SoldCostOfGoodsSoldAmt | NetNetAmt |
|---|---|---|---|
| ART FESTIVAL | $18,900 | $5,300 | $13,600 |
| GOLF OUTING | $17,393 | $8,016 | $9,377 |
| ROSE SALE | $5,120 | $2,875 | $2,245 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ST FILING FEES | $100 |
| FOREIGN TAX PAID | $18 |