CORINNE L DODERO CHARITABLE TR FOR THE ARTS AND SCIENCES: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CORINNE L DODERO CHARITABLE TR FOR THE ARTS AND SCIENCES (EIN 65-6239071)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2022-07-15
- IRS object ID
- 202211969349100206
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-15T08:51:02-05:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341322309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIUNI & PANICHI INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25201 CHAGRIN BLVD 200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656239071 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINNE L DODERO FOUNDATION FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | ARTS AND SCIENCES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORI | BusinessNameControlTxt |
| Phone | 4402481400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 241487 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441248487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE DODERO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4402481400 | PhoneNum |
| Signature | 2022-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LORRAINE | PersonFirstNm |
| Person Last | DODERO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R KOMOS CPA | PreparerPersonNm |
| PTIN | P00174589 | PTIN |
| Phone | 2168317171 | PhoneNum |
| Preparation | 2022-06-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,456,501 | 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 | $114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $114 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $114 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $36,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,215 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,215 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $538,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $538,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $538,694 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $575,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $575,023 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,329 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,536 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,536 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $84,729 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,729 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,906 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $932 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $27,914 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,060 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,278 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $187,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $31,192 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $533,620 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $533,620 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $721,469 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $31,192 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $576,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,446 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,137 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $723,664 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $211,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $211,969 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,294,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,973,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,136,998 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,324,920 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $115,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,534 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $87,534 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,459,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,292,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,456,501 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $42,279 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,491 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $42,279 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,491 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,416,895 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,257,432 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,416,895 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,257,432 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,459,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,292,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,416,895 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,446 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,270,449 | SubtotalAmt |
| Other Decreases | $13,017 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,257,432 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $538,694 | GrossSalesPriceAmt |
| Gain Or Loss | $538,694 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $538,694 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $538,694 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,417 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,417 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,417 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | 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 | $20,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,583 | OverpaymentAmt |
| Applied To ES Tax | $13,583 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LORRAINE DODERO | IndividualWithBooksNm |
| Phone | 4402481400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 241487 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441248487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LORRAINE DODERO | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CORINNE SALVADOR | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 20.00 | $66,536 | $0 | $0 |
| WILLIAM DODERO | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,892,869 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $997,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $186,036 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,076,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,076,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,148 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,895,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $594,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $594,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,417 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,417 | TotalTaxAmt |
| Distributable Before Adj | $588,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $588,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $588,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $576,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $576,880 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $588,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,691 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $11,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,034 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $78,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $576,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $576,880 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,472 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,472 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,223 | 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 | $32,219 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,004 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,970 | ExcessFromYear2Amt |
| Excess From Year1 | $23,034 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ANIMAL PROTECTIVE LEAGUE | |||||||||||
| 1729 WILLEY AVENUE | CLEVELAND | OH | 44113 | N/A | PC | OPERATING | $1,030 | ||||
| ASSOCIAZIONE KIM ONLUS | |||||||||||
| N/A | PC | OPERATING | $2,500 | VIA DI VILLA TROILI 46 | ROME | IT | 00163 | ||||
| AURORA COMMUNITY THEATER | |||||||||||
| 115 E PIONEER TRAIL | AURORA | OH | 44202 | N/A | PC | OPERATING | $1,500 | ||||
| AWAKING ANGELS | |||||||||||
| 18605 DETROIT AVENUE | LAKEWOOD | OH | 44107 | N/A | PC | OPERATING | $4,000 | ||||
| BRECKSVILLE BROADVIEW HEIGHTS MIDDLE SCHOOL | |||||||||||
| 6376 MILL ROAD | BROADVIEW HEIGHTS | OH | 44147 | N/A | PC | OPERATING | $4,000 | ||||
| CARMEL CATHOLIC HIGH SCHOOL | |||||||||||
| ONE CARMEL PARKWAY | MUNDELEIN | IL | 60060 | N/A | PC | OPERATING | $3,000 | ||||
| CARTIS BABY HOSPITAL FOUNDATION | |||||||||||
| PO BOX 655 | CUYAHOGA FALLS | OH | 44222 | N/A | PC | OPERATING | $3,000 | ||||
| CATHOLIC DIOCESE OF CLEVELAND FOUNDATION | |||||||||||
| 1404 E 9TH STREET SUITE 800 | CLEVELAND | OH | 44114 | N/A | PC | TUITION/OPERATING | $35,000 | ||||
| CHAGRIN VALLEY LITTLE THEATRE | |||||||||||
| 40 RIVER STREET | CHAGRIN FALLS | OH | 44022 | N/A | PC | OPERATING | $2,000 | ||||
| CLEVELAND CLINIC CHILDREN'S HOSPITAL | |||||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PC | RESEARCH | $25,000 | ||||
| CLEVELAND CLINIC FOUNDATION | |||||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PC | OPERATING | $10,000 | ||||
| CLEVELAND HEARING & SPEECH CENTER | |||||||||||
| 5084 MAYFIELD ROAD | LYNDHURST | OH | 44124 | N/A | PC | OPERATING | $10,000 | ||||
| CLEVELAND PUBLIC LIBRARY FOUNDATION | |||||||||||
| 325 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | N/A | PC | OPERATING | $2,500 | ||||
| CORNERSTONE OF HOPE | |||||||||||
| 5905 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | N/A | PC | OPERATING | $5,000 | ||||
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | N/A | PC | OPERATING | $15,000 | ||||
| FRIENDS OF JOHN PAUL II | |||||||||||
| 3649 E 65TH STREET | CLEVELAND | OH | 44105 | N/A | PC | OPERATING | $1,000 | ||||
| GIBSON COUNTY FOOD PANTRY-FIRST BAPTIST CHURCH | |||||||||||
| 401 SOUTH HIGH STREET | TRENTON | TN | 38382 | N/A | PC | OPERATING | $1,500 | ||||
| GILMOUR ACADEMY | |||||||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | N/A | PC | SPONSORSHIP/OPERATING | $89,342 | ||||
| GREAT LAKES SCIENCE CENTER | |||||||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | N/A | PC | OPERATING | $15,000 | ||||
| HARMONY FOUNDATION INTERNATIONAL INC | |||||||||||
| 110 SEVENTH AVE N SUITE 200 | NASHVILLE | OH | 37203 | N/A | PC | OPERATING | $14,500 | ||||
| HATTIE LARLHAM FOUNDATION | |||||||||||
| 7996 DARROW ROAD SUITE 10 | TWINSBURG | OH | 44087 | N/A | PC | OPERATING | $1,000 | ||||
| HOLY FAMILY HOME | |||||||||||
| 6707 STATE ROAD | PARMA | OH | 44134 | N/A | PC | OPERATING | $1,000 | ||||
| HOLY FAMILY PARISH | |||||||||||
| 3450 SYCAMORE DRIVE | STOW | OH | 44224 | N/A | PC | OPERATING | $3,000 | ||||
| HOLY REDEEMER PARISH | |||||||||||
| 15712 KIPLING AVENUE | CLEVELAND | OH | 44110 | N/A | PC | OPERATING | $3,000 | ||||
| HOPE MEADOWS FOUNDATION | |||||||||||
| 3480 ROCKSIDE WOODS S | INDEPENDENCE | OH | 44131 | N/A | PC | SPONSORSHIP | $6,000 | ||||
| HOSPICE OF THE WESTERN RESERVE | |||||||||||
| 300 EAST 185TH STREET | CLEVELAND | OH | 44119 | N/A | PC | MEMORIAL - VARCELLI, SR. | $2,500 | ||||
| JOSEPH'S HOME | |||||||||||
| 2412 COMMUNITY COLLEGE AVENUE | CLEVELAND | OH | 44115 | N/A | PC | CAPITAL CAMPAIGN | $33,333 | ||||
| KENSTON HIGH SCHOOL | |||||||||||
| 9500 BAINBRIDGE ROAD | CHAGRIN FALLS | OH | 44023 | N/A | PC | OPERATING | $1,000 | ||||
| KIDSANCTUARY CAMPUS INC | |||||||||||
| 700 SOUTH DIXIE HWY SUITE 101 | WEST PALM BEACH | FL | 33401 | N/A | PC | OPERATING | $50,000 | ||||
| LAUREL SCHOOL | |||||||||||
| ONE LYMAN CIRCLE | SHAKER HEIGHTS | OH | 44122 | N/A | PC | OPERATING | $3,000 | ||||
| LONE STAR FOUNDATION | |||||||||||
| PO BOX 4293 | COPLEY | OH | 44321 | N/A | PC | OPERATING | $2,000 | ||||
| MENORAH PARK | |||||||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | N/A | PC | SHINING STAR SPONSOR | $5,000 | ||||
| MIDDLEFIELD CARE CENTER INC | |||||||||||
| 14999 LENNY AVENUE | MIDDLEFIELD | OH | 44062 | N/A | PC | OPERATING | $1,000 | ||||
| MUSEUM OF AMERICAN PORCELAIN ART | |||||||||||
| 5100 THREE VILLAGE DRIVE | LYNDHURST | OH | 44124 | N/A | PC | OPERATING | $3,000 | ||||
| NOIA FOUNDATION | |||||||||||
| 2026 MURRAY HIL ROAD SUITE 209 | CLEVELAND | OH | 44106 | N/A | PC | GOLF SPONSOR | $1,415 | ||||
| OUR LADY OF LOURDES PARISH | |||||||||||
| 21281 CHARDON ROAD | EUCLID | OH | 44117 | N/A | PC | OPERATING | $5,000 | ||||
| PATRONS OF THE ARTS IN THE VATICAN MUS-OH | |||||||||||
| PO BOX 241487 | CLEVELAND | OH | 44124 | RELATED PARTY | PF | OPERATING | $48,000 | ||||
| PIANO CLEVELAND | |||||||||||
| 20600 CHAGRIN BLVD | SHAKER HEIGHTS | OH | 44122 | N/A | PC | OPERATING | $2,000 | ||||
| PLAYHOUSE SQUARE FOUNDATION | |||||||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | PC | ANNUAL FUND | $25,000 | ||||
| POOR CLAIRES OF PERPETUAL ADORATION | |||||||||||
| 4108 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PC | OPERATING | $10,500 | ||||
| PREVENT BLINDNESS OHIO | |||||||||||
| 6803 MAYFIELD ROAD SUITE 111 | CLEVELAND | OH | 44124 | N/A | PC | OPERATING | $10,000 | ||||
| REGINA HEALTH CENTER | |||||||||||
| 5232 BROADVIEW ROAD | RICHFIELD | OH | 44286 | N/A | PC | OPERATING | $20,000 | ||||
| SEEDS OF LITERACY | |||||||||||
| 3104 W 25TH STREET 3RD FLOOR | CLEVELAND | OH | 44109 | N/A | PC | OPERATING | $2,000 | ||||
| SOLON BENEVOLENT FUND | |||||||||||
| 36263 DERBY DOWNS | SOLON | OH | 44139 | N/A | PC | OPERATING | $1,500 | ||||
| ST HILARY PARISH FOUNDATION | |||||||||||
| 2750 W MARKET ST | FAIRLAWN | OH | 44333 | N/A | PC | OPERATING | $2,500 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | RESEARCH | $5,000 | ||||
| ST VICTOR CATHOLIC CHURCH | |||||||||||
| 3435 EVERETT ROAD | RICHFIELD | OH | 44286 | N/A | PC | OPERATING | $1,000 | ||||
| ST VINCENT MEDICAL CENTER | |||||||||||
| 2351 E 22ND STREET | CLEVELAND | OH | 44115 | N/A | PC | RESEARCH | $3,500 | ||||
| STEVEN A COMUNALE FOUNDATION JR CANCER | |||||||||||
| PO BOX 13805 | AKRON | OH | 44334 | N/A | PC | RESEARCH | $1,500 | ||||
| STEWARTS CARING PLACE | |||||||||||
| 2955 W MARKET STREET SUITE R | AKRON | OH | 44333 | N/A | PC | OPERATING | $1,000 | ||||
| THE GATHERING PLACE | |||||||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | N/A | PC | OPERATING | $5,000 | ||||
| THE HALO FOUNDATION | |||||||||||
| 134 WESTERN AVENUE | AKRON | OH | 44313 | N/A | PC | OPERATING | $2,500 | ||||
| THE REBECCA K HYLAND MEMORIAL SCHOLARSHIP FUND | |||||||||||
| 28599 EMERY ROAD | CHAGRIN FALLS | OH | 44022 | N/A | PC | SCOLARSHIP | $5,000 | ||||
| THE SHRINE CHURCH OF ST STANISLAUS | |||||||||||
| 3649 E 65TH STREET | CLEVELAND | OH | 44105 | N/A | PC | OPERATING | $2,000 | ||||
| THE VILLAGE AT MARYMOUNT | |||||||||||
| 5200 MARYMOUNT VILLAGE DRIVE | GARFIELD HEIGHTS | OH | 44125 | N/A | PC | BISHOP PILLA ENDOW FUND | $10,000 | ||||
| THE WEATHERVANE PLAYHOUSE | |||||||||||
| 1301 WEATHERVANE LANE | AKRON | OH | 44313 | N/A | PC | OPERATING | $1,500 | ||||
| TRENTON FIRST UNITED METHODIST CHURCH | |||||||||||
| 500 SOUTH COLLEGE STREET | TRENTON | TN | 38382 | N/A | PC | OPERATING | $500 | ||||
| UN TESORO PER TUTTI ASP | |||||||||||
| N/A | PC | OPERATING | $2,500 | VIA GIANELLA 26 | MILAN | IT | 20152 | ||||
| VILLAGE OF ST EDWARD FOUNDATION | |||||||||||
| 3131 SMITH ROAD | FAIRLAWN | OH | 44333 | N/A | PC | OPERATING | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $533,620 | 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 | $114 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,215 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $538,694 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $575,023 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $575,023 | 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 | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | C SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $9,973,420 | EOYBookValueAmt |
| EOYFMV | $10,136,998 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $87,534 | BookValueAmt |
| EOYFMV | $87,534 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS AND LOSSES | Desc |
| Amt | $13,017 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $60 | $0 | $60 | $0 |
| DUES AND SUBSCRIPTIONS | $1,899 | $0 | $1,899 | $0 |
| MEALS | $279 | $0 | $279 | $0 |
| FILING FEES | $200 | $0 | $0 | $200 |
| TELEPHONE | $941 | $0 | $941 | $0 |
| MISCELLANEOUS | $99 | $0 | $99 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $84,729 | Amt |
| Net Investment Income | $84,729 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $932 | $932 | $0 | $0 |
| PAYROLL TAXES | $5,090 | $0 | $2,030 | $3,060 |
| FEDERAL EXCISE TAX | $25,884 | $0 | $25,884 | $0 |