MURPHY FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MURPHY FAMILY FOUNDATION (EIN 34-1526161)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-07-14
- IRS object ID
- 202221959349100317
- 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
- All Oth Prog Rltd Investments Sch
- 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 | 2022-07-14T11:18:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341939672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schiciano Johnston & Bialek LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 549 E Washington St Suite 5 | AddressLine1Txt |
| City | Chagrin Falls | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341526161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Murphy Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURP | BusinessNameControlTxt |
| Phone | 2168317320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 Carter Street | AddressLine1Txt |
| City | Solon | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murlan J Murphy Jr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2168317320 | PhoneNum |
| Signature | 2022-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Murlan | PersonFirstNm |
| Person Last | Murphy Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kyle J Johnston CPA | PreparerPersonNm |
| PTIN | P01361079 | PTIN |
| Phone | 4402474835 | PhoneNum |
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 | 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 | $10,263,349 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,875 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,875 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,868 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,868 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,038,699 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,630 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $307,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $307,373 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,391 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $489,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $489,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $592,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$285,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,373 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,192 | CashBOYAmt |
| Cash EOY | $84,587 | CashEOYAmt |
| Cash EOYFMV | $84,587 | CashEOYFMVAmt |
| Other Investments BOY | $8,220,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,044,431 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,178,762 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,236,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,129,018 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,263,349 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,236,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,129,018 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,236,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,129,018 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,236,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,129,018 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,236,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$285,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,950,393 | SubtotalAmt |
| Other Decreases | $821,375 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,129,018 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Morgan Stanley 089589 ST Covered | P | 2021-06-01 | 2021-12-31 | $2,817,834 | $2,715,290 | $102,544 | $102,544 |
| Morgan Stanley 089589 LT Covered | P | 2018-01-01 | 2021-12-31 | $169,769 | $168,946 | $823 | $823 |
| Morgan Stanley 089526 LT Covered | P | 2012-12-18 | 2021-12-22 | $50,127 | $7,833 | $42,294 | $42,294 |
| Capital Gains Dividends | P | $969 | $969 | $969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,630 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,272 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,272 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | 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 | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,728 | OverpaymentAmt |
| Applied To ES Tax | $5,728 | 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 | 0 | 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.murphyfamilyfoundation.org | WebsiteAddressTxt |
| Individual With Books | Mrs Rita Carfagna | IndividualWithBooksNm |
| Phone | 2168317320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 Carter Street | AddressLine1Txt |
| City | Solon | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Murlan J Murphy Jr | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Trustee | 2.00 | $0 | $0 | $0 |
| Raymond M Murphy | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Trustee | 2.00 | $0 | $0 | $0 |
| Paul J Murphy | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Trustee | 4.00 | $0 | $0 | $0 |
| Brian F Murphy | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Trustee | 2.00 | $0 | $0 | $0 |
| Rita M Carfagna | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Secretary | 4.00 | $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 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | 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 | $9,816,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,117 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,863,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,863,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $147,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,715,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $485,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $485,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,272 | TotalTaxAmt |
| Distributable Before Adj | $481,507 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $481,507 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $481,507 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $489,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $481,507 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $85,456 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $515,758 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,315 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,251 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $212,128 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $979,908 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $481,507 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,093 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $988,001 | 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 | $85,456 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $902,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $515,758 | ExcessFromYear4Amt |
| Excess From Year3 | $116,315 | ExcessFromYear3Amt |
| Excess From Year2 | $50,251 | ExcessFromYear2Amt |
| Excess From Year1 | $212,128 | ExcessFromYear1Amt |
| Excess From Current Year | $8,093 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Rita M Carfagna | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 Carter Street | AddressLine1Txt |
| City | Solon | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168317320 | RecipientPhoneNum |
| Form And Info And Materials | Applicants should submit one copy of the following: A thorough description of the organization, including its history. The most recent audited financial report along with a list of the board of trustees. A thorough description of need, including project budget and evaluation plans and a list of foundations that provided past support and list of foundations currently being approached for this project. Lastly a copy of the organizations most recent IRS Form 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are three submission deadlines each year. February 28th, June 30th, and September 30th. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The requesting organization must be a certified 501(c)3. Additionally, Foundation policy requires a one-year hiatus in grantmaking to any organization that has received grants for three consecutive years. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| All Faiths Pantry | |||||||
| PO Box 34239 | Parma | OH | 441340939 | None | Exempt | General Fund | $7,000 |
| Benedictine High School | |||||||
| 2900 Martin Luther King Jr Drive | Cleveland | OH | 441044802 | None | Exempt | General Fund | $10,000 |
| Big Brothers Big Sisters of Greater Cleveland | |||||||
| 14837 Detroit Avenue 292 | Lakewood | OH | 44107 | None | Exempt | General Fund | $1,000 |
| Broadway School of Music & the Arts | |||||||
| 5415 Broadway Avenue | Cleveland | OH | 441271508 | None | Exempt | General Fund | $2,000 |
| Building Hope in the City | |||||||
| 2031 West 30th Street | Cleveland | OH | 441134009 | None | Exempt | General Fund | $8,500 |
| Case Western Reserve University | |||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | Exempt | General Fund | $5,500 |
| Catholic Relief Services | |||||||
| 228 W Lexington Street | Baltimore | MD | 21201 | None | Exempt | General Fund | $1,000 |
| Chair-ity Inc | |||||||
| 200 Public Square S3270 | Cleveland | OH | 44133 | None | Exempt | General Fund | $5,000 |
| Chestnut Hill College | |||||||
| 9601 Germantown Avenue | Philadelphia | PA | 191182643 | None | Exempt | General Fund | $1,000 |
| Cleveland Central Catholic High School | |||||||
| 6550 Baxter Avenue | Cleveland | OH | 44105 | None | Exempt | General Fund | $20,000 |
| Cleveland Kids Book Bank | |||||||
| 3635 Perkins Avenue | Cleveland | OH | 441144606 | None | Exempt | General Fund | $5,000 |
| Cleveland Rape Crisis Center | |||||||
| 1228 Euclid Avenue Suite 200 | Cleveland | OH | 441151827 | None | Exempt | General Fund | $5,000 |
| Colorado Gives | |||||||
| 5855 Wadsworth Bypass Unit A | Arvada | CO | 80003 | None | Exempt | General Fund | $1,000 |
| Community Service Alliance | |||||||
| 29314 Lincoln Road | Cleveland | OH | 44140 | None | Exempt | General Fund | $7,500 |
| Cooperative For Assistance and Relief Everywhere | |||||||
| 151 Ellis Street NE | Atlanta | GA | 30303 | None | Exempt | General Fund | $5,000 |
| Downtown Cleveland Alliance | |||||||
| 1010 Euclid Avenue | Cleveland | OH | 441151503 | None | Exempt | General Fund | $5,000 |
| Edwins Leadership & Restaurant Institute | |||||||
| 13101 Shaker Square | Cleveland | OH | 441202312 | None | Exempt | General Fund | $10,000 |
| Encore Chamber Music Institute | |||||||
| 8123 Detroit Avenue | Cleveland | OH | 44102 | None | Exempt | General Fund | $10,000 |
| Epilepsy Foundation | |||||||
| 2831 Propect Avenue E | Cleveland | OH | 441152606 | None | Exempt | General Fund | $1,000 |
| Esperanza | |||||||
| 3104 W 25th Street 4th Floor | Cleveland | OH | 44109 | None | Exempt | General Fund | $5,000 |
| Famicos Foundation | |||||||
| 1325 Ansel Road | Cleveland | OH | 441061079 | None | Exempt | General Fund | $10,000 |
| Gilmour Academy | |||||||
| 34001 Cedar Road | Gates Mills | OH | 440409355 | None | Exempt | General Fund | $15,000 |
| Greater Cleveland Foodbank Inc | |||||||
| 15500 S Waterloo Road | Cleveland | OH | 44110 | None | Exempt | General Fund | $5,000 |
| Greater Cleveland Habitat for Humanity | |||||||
| 2110 West 110th Street 2nd Floor | Cleveland | OH | 44102 | None | Exempt | General Fund | $10,000 |
| Harvard College | |||||||
| PO Box 419209 | Boston | MA | 022419209 | None | Exempt | General Fund | $500 |
| Hiram House | |||||||
| 33775 Hiram Trail | Chagrin Falls | OH | 44102 | None | Exempt | General Fund | $7,000 |
| Hopewell | |||||||
| 147 Bell Street Suite 303 | Chagrin Falls | OH | 44022 | None | Exempt | General Fund | $1,000 |
| House of Champions | |||||||
| 22066 West 47th Street | Cleveland | OH | 441024548 | None | Exempt | General Fund | $10,000 |
| Hunger Network of Greater Cleveland | |||||||
| 4415 Euclid Avenue Suite 110 | Cleveland | OH | 441033757 | None | Exempt | General Fund | $5,000 |
| Irish American Archives Society | |||||||
| PO Box 91756 | Cleveland | OH | 441013756 | None | Exempt | General Fund | $2,000 |
| Journey Center for Safety and Healing | |||||||
| PO Box 5386 | Cleveland | OH | 441010386 | None | Exempt | General Fund | $10,000 |
| Joseph's Home | |||||||
| 2412 Community College Ave | Cleveland | OH | 44115 | None | Exempt | General Fund | $20,000 |
| Leukemia & Lymphoma Society | |||||||
| PO Box 772392 | Detroit | MI | 48277 | None | Exempt | General Fund | $1,000 |
| Loyola Service Team | |||||||
| 11087 Iris Court | Chardon | OH | 440248388 | None | Exempt | General Fund | $2,000 |
| Madison Historical Society | |||||||
| 126 W Main Street | Madison | OH | 44057 | None | Exempt | General Fund | $2,000 |
| Malachi House | |||||||
| 2810 Clinton Avenue | Cleveland | OH | 441132939 | None | Exempt | General Fund | $15,000 |
| May Dugan Center | |||||||
| 4115 Bridge Avenue | Cleveland | OH | 441133304 | None | Exempt | General Fund | $1,000 |
| Metro Catholic Parish School | |||||||
| 1910 West 54th Street | Cleveland | OH | 44102 | None | Exempt | General Fund | $10,000 |
| National MS Society | |||||||
| 733 Third Avenue | New York | NY | 100173204 | None | Exempt | General Fund | $3,600 |
| Old Trail School | |||||||
| PO Box 827 | Bath | OH | 44210 | None | Exempt | General Fund | $2,000 |
| Open Doors Inc | |||||||
| 1427 East 36th Street Suite 4206A | Cleveland | OH | 44114 | None | Exempt | General Fund | $5,000 |
| Parkinson's Disease Foundation | |||||||
| 1359 Broadway Suite 1509 | New York | NY | 10018 | None | Exempt | General Fund | $10,000 |
| Partners in Health | |||||||
| PO Box 996 | Frederick | MD | 217059942 | None | Exempt | General Fund | $20,000 |
| RAICES | |||||||
| 1305 N Flores Street | San Antonio | TX | 78212 | None | Exempt | General Fund | $1,000 |
| Rainbow Babies & Childrens Hospitals (UH of Cleve) | |||||||
| PO Box 94554 | Cleveland | OH | 44101 | None | Exempt | General Fund | $1,000 |
| Rainey Institute | |||||||
| 1705 East 55th Street | Cleveland | OH | 441033117 | None | Exempt | General Fund | $10,000 |
| Saint Malachi Center | |||||||
| 2416 Superior Viaduct | Cleveland | OH | 441133401 | None | Exempt | General Fund | $7,500 |
| Saint Martin de Porres High School | |||||||
| 6111 Lausche Avenue | Cleveland | OH | 441031564 | None | Exempt | General Fund | $10,000 |
| Salvation Army | |||||||
| PO Box 6538 | Cleveland | OH | 441011538 | None | Exempt | General Fund | $25,000 |
| Scranton Road Ministries | |||||||
| 3095 Scranton Road | Cleveland | OH | 441135339 | None | Exempt | General Fund | $10,000 |
| Seeds of Literacy | |||||||
| 3104 W 25th Street Suite 3 | Cleveland | OH | 441091689 | None | Exempt | General Fund | $10,000 |
| Smart Development | |||||||
| 1192 East 40th Street | Cleveland | OH | 441143802 | None | Exempt | General Fund | $10,000 |
| Spanish American Committee for a Better Comm | |||||||
| 4407 Lorain Avenue | Cleveland | OH | 44113 | None | Exempt | General Fund | $10,000 |
| Stella Maris Inc | |||||||
| 1320 Washington Avenue | Cleveland | OH | 44113 | None | Exempt | General Fund | $10,000 |
| Together Rising | |||||||
| 800 West Broad Street 6509 | Falls Church | VA | 22040 | None | Exempt | General Fund | $1,000 |
| Towards Employment | |||||||
| 1255 Euclid Avenue Suite 300 | Cleveland | OH | 44115 | None | Exempt | General Fund | $10,000 |
| True Freedom Inc | |||||||
| 11375 Caves Road | Chesterland | OH | 440261317 | None | Exempt | General Fund | $5,000 |
| University Circle Inc | |||||||
| 10831 Magnolia Drive | Cleveland | OH | 441061807 | None | Exempt | General Fund | $7,500 |
| University Settlement | |||||||
| 4800 Broadway Avenue | Cleveland | OH | 441271012 | None | Exempt | General Fund | $7,500 |
| Urban League of Greater Cleveland | |||||||
| 2930 Prospect Avenue E | Cleveland | OH | 44115 | None | Exempt | General Fund | $1,000 |
| Ursuline College | |||||||
| 2550 Lander Road | Pepper Pike | OH | 441244396 | None | Exempt | General Fund | $3,000 |
| Ursuline Sisters of Cleveland | |||||||
| 2600 Lander Road | Pepper Pike | OH | 441244396 | None | Exempt | General Fund | $3,000 |
| Values in Action Foundation | |||||||
| 5244 Mayfield Road 2nd Floor | Lyndhurst | OH | 44124 | None | Exempt | General Fund | $7,000 |
| Villa Angela St Joseph High School | |||||||
| 18491 Lake Shore Blvd | Cleveland | OH | 441191282 | None | Exempt | General Fund | $5,000 |
| Villanova University | |||||||
| 800 E Lancaster Avenue | Villanova | PA | 190851603 | None | Exempt | General Fund | $5,000 |
| Volunteers of America | |||||||
| 1776 E Broad Street | Columbus | OH | 432031787 | None | Exempt | General Fund | $12,500 |
| West Side Catholic Center | |||||||
| 3135 Lorain Avenue | Cleveland | OH | 441133407 | None | Exempt | General Fund | $10,000 |
| West Side Community House | |||||||
| 9300 Lorain Avenue | Cleveland | OH | 441024725 | None | Exempt | General Fund | $5,000 |
| YWCA Greater Cleveland | |||||||
| 4019 Prospect Avenue | Cleveland | OH | 441034317 | None | Exempt | General Fund | $10,000 |
| Zellie's Home | |||||||
| 13643 Rockside Road | Garfield Heights | OH | 441255173 | None | Exempt | General Fund | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $489,600 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $5,875 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $154,868 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $146,630 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $307,373 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $307,373 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Passive income is used to fund charitable activities |
| 4 | Passive income is used to fund charitable activities |
| 7 | Passive income is used to fund charitable activities |
| 8 | Passive income is used to fund charitable activities |
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/Tax Prep | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Equities | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,044,431 | BookValueAmt |
| EOYFMV | $10,178,762 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustment related to FMV of Assets | Desc |
| Amt | $821,375 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Business Expenses, Dues | Desc |
| Revenue And Expenses Per Books | $12,065 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $88,726 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $0 | $0 | $0 |
| Ohio | $200 | $0 | $0 |