ABINGTON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ABINGTON FOUNDATION (EIN 34-1404854)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-27
- IRS object ID
- 202213009349100006
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-27T09:34:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341818258 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEADEN & MOORE LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 EAST NINTH STREET SUITE 1800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141790 | 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 | 341404854 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ABINGTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABIN | BusinessNameControlTxt |
| Phone | 2166212901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVENUE 966 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID FORD JR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2166212901 | PhoneNum |
| Signature | 2022-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | FORD JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN B COONEY | PreparerPersonNm |
| PTIN | P00285983 | PTIN |
| Phone | 2162413272 | PhoneNum |
| Preparation | 2022-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $38,693,202 | 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 |
| Dividends Rev And Expnss | $2,855,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,855,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,172,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,704,524 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,172,178 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,701 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,512 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,029,461 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,029,272 | 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 | $10,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $263,711 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $92,368 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $171,343 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,894 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $350,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $191,117 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,834,992 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,834,992 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,185,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,026,109 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,843,969 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,909,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $220,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,105,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,105,625 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,391,626 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,799,775 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,799,775 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,195,974 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,444,836 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,444,836 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,977,720 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,342,966 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,342,966 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $35,786,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,693,202 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,693,202 | 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 | $35,786,307 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,693,202 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,786,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,693,202 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,786,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,693,202 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,786,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,843,969 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,630,276 | SubtotalAmt |
| Other Decreases | $937,074 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,693,202 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAINS FROM SECURITIES HELD | 2019-03-01 | 2021-03-11 | $12,704,524 | $10,273,551 | $2,430,973 | $2,430,973 |
| CAPITAL GAINS PASSED THROUGH FROM K-1S | 2008-06-30 | 2021-12-31 | $741,205 | $741,205 | $741,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,172,178 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82,149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,249 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $111,249 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29,100 | OverpaymentAmt |
| Applied To ES Tax | $29,100 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION MGMT SERVICES | IndividualWithBooksNm |
| Phone | 2166212901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVENUE SUITE 966 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD FORD | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DAVID K FORD | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ALLEN H FORD | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | LIFE TRUSTEE | 2.00 | $0 | $0 | $0 |
| LISSA MURPHY | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| HOPE MURPHY | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DYLAN FORD | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| SARAH FORD WHITENER | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID FORD JR | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | VICE PRES/SECY AND TREAS | 2.00 | $0 | $0 | $0 |
| ALYSSIA DALEY | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| NED FORD | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ABBY MURPHY | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| WINDSOR FORD | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| LISE FORD | ||||||||
| 1422 EUCLID AVENUE SUITE 966 | CLEVELAND | OH | 44115 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION MANAGEMENT SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVENUE SUITE 966 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $171,343 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,954,484 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,435 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,966,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,966,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,382,415 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,919,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,919,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82,149 | TotalTaxAmt |
| Distributable Before Adj | $1,836,972 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,836,972 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,836,972 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,026,109 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,026,109 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,836,972 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $84,112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $38,188 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $231,728 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $468,537 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $822,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,026,109 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,836,972 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,137 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,011,702 | 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 | $84,112 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $927,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $38,188 | ExcessFromYear3Amt |
| Excess From Year2 | $231,728 | ExcessFromYear2Amt |
| Excess From Year1 | $468,537 | ExcessFromYear1Amt |
| Excess From Current Year | $189,137 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ABINGTON FOUNDATION CO FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVENUE SUITE 966 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151592 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166212901 | RecipientPhoneNum |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE MADE ONLINE AT WWW.ABINGTONFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS ARE REVIEWED THREE TIMES A YEAR; DEADLINES ARE DECEMBER 1; APRIL 1 AND SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE FOR FULL DETAILS. ELIGIBILITY IS LIMITED TO ORGANIZATIONS THAT ARE EXEMPT UNDER 501(C)(3); PROVIDE PROGRAMMING OR SERVICES IN ONE OF FOUR FOCUS AREAS (EDUCATION; PATHWAYS TO ECONOMIC INDEPENDENCE; HEALTHCARE OR CULTURAL ACTIVITIES); ARE LOCATED IN CUYAHOGA COUNTY AND HAVE SUBMITTED INTERIM OR FINAL REPORTS ON PREVIOUS GRANTS AWARDED BEFORE A NEW GRANT CAN BE CONSIDERED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICA SCORES CLEVELAND | ||||||
| 3631 PERKINS AVENUE UNIT 2CE | CLEVELAND | OH | 44114 | PC | FOR LITERACY AND FITNESS YOUTH DEVELOPMENT PROGRAMMING IN FY 22 | $25,000 |
| ART HOUSE INC | ||||||
| 3119 DENISON AVENUE | CLEVELAND | OH | 44109 | PC | FOR THE URBAN BRIGHT PROGRAM IN CMSD SCHOOLS IN FY22 | $15,000 |
| ARTS IMPACT | ||||||
| 3311 PERKINS AVENUE SUITE 300 | CLEVELAND | OH | 44114 | PC | FOR STEAM RESIDENCIES IN CMSD SCHOOLS IN THE 2021-22 SCHOOL YEAR | $12,000 |
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | ||||||
| 4111 PEARL AVENUE | LORAIN | OH | 44055 | PC | FOR ACADEMIC SUCCESS PROGRAMMING AT BGCNEO CLEVELAND CLUBS FOR THE 2021-22 SCHOOL YEAR | $20,000 |
| BOYS HOPE GIRLS HOPE OF NORTHEASTERN OHIO | ||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | PC | FOR PROGRAMMING TO PREPARE LOW-INCOME STUDENTS FOR COLLEGE AND CAREER SUCCESS IN FY22 | $20,000 |
| CANDID MIDWEST | ||||||
| 6815 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | FOR PROGRAM SUPPORT IN 2021 | $1,500 |
| CHILDREN'S MUSEUM OF CLEVELAND | ||||||
| 3813 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | FOR THE MUSEUM FOR ALL PROGRAM | $20,000 |
| CHN HOUSING PARTNERS | ||||||
| 2999 PAYNE AVENUE | CLEVELAND | OH | 44114 | PC | FOR THE LEASE PURCHASE HOMEOWNERSHIP PROGRAM | $15,000 |
| CITY YEAR INC | ||||||
| 3615 SUPERIOR AVE BUILDING 44 | CLEVELAND | OH | 44114 | PC | FOR PROGRAMMING IN 7 CLEVELAND SCHOOLS | $40,000 |
| CLEVELAND CHRISTIAN HOME INC | ||||||
| 4614 PROSPECT AVENUE E SUITE 240 | CLEVELAND | OH | 44103 | PC | FOR BUILDING REPAIR AND RENOVATIONS | $50,000 |
| CLEVELAND FOUNDATION | ||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | PC | TO PROVIDE INTEGRATED, SCHOOL-BASED HEALTH SERVICES TO CMSD STUDENTS FOR THE 2021-22 SCHOOL YEAR | $50,000 |
| CLEVELAND HEARING AND SPEECH CENTER | ||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | FOR INDIVIDUAL AND GROUP LANGUAGE THERAPY FOR TODDLERS AND PARENTS IN 2022 | $15,000 |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | ||||||
| 2510 MARKET AVENUE | CLEVELAND | OH | 44113 | PC | FOR FILMSLAM STREAMS 2021 | $10,000 |
| CLEVELAND METROPOLITAN SCHOOL DISTRICT | ||||||
| 1111 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | PC | TO DEVELOP A SUPPORT AND RETENTION PROGRAM FOR PRINCIPALS | $185,000 |
| CLEVELAND PLAY HOUSE | ||||||
| 1901 EAST 13TH STREET | CLEVELAND | OH | 44114 | PC | FOR THEATER RESIDENCIES IN CLEVELAND SCHOOLS IN THE 2021-22 SCHOOL YEAR | $25,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 2937 WEST 25TH STREET 2ND FLOOR | CLEVELAND | OH | 44113 | PC | TO PROVIDE TRAUMA THERAPY TO SURVIVORS OF SEXUAL VIOLENCE IN 2021 | $20,000 |
| CLEVELAND TRANSFORMATION ALLIANCE | ||||||
| 1240 HURON ROAD | CLEVELAND | OH | 44115 | PC | FOR THE AMBASSADOR PROGRAM TO CONNECT CLEVELAND FAMILIES TO RESOURCES REGARDING SCHOOL CHOICE IN 2022 | $15,000 |
| COLLEGE NOW GREATER CLEVELAND | ||||||
| 1500 WEST 3RD ST STE 125 | CLEVELAND | OH | 44113 | PC | FOR COLLEGE ADVISING SERVICES FOR CMSD HIGH SCHOOL STUDENTS | $10,000 |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | PC | FOR THE ACCESS CENTERS IN FY22 | $15,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | ||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | PC | FOR LITERACY PROGRAMMING FOR STUDENTS IN GRADES 1-3 | $10,000 |
| DANCING CLASSROOMS NORTHEAST OHIO | ||||||
| 1085 ROCKSIDE RD SUITE 6 | PARMA | OH | 44134 | PC | TO DEVELOP AND IMPLEMENT VIRTUAL "BRAIN BREAK" CURRICULA | $13,000 |
| EFFECTIVE LEADERSHIP ACADEMY | ||||||
| 4480 RICHMOND ROAD | WARRENSVILLE HEIGHTS | OH | 44128 | PC | FOR SOCIAL-EMOTIONAL LEARNING AND LEADERSHIP DEVELOPMENT PROGRAMMING FOR CMSD STUDENTS IN THE 2021-22 SCHOOL YEAR | $12,000 |
| ESPERANZA INC | ||||||
| 3104 WEST 25TH STREET | CLEVELAND | OH | 44109 | PC | FOR THE HISPANIC YOUTH LEADERSHIP PROGRAM IN THE 2021-22 SCHOOL YEAR | $20,000 |
| FAMILY CONNECTIONS OF NORTHEAST OHIO | ||||||
| 11811 SHAKER BLVD 220 | CLEVELAND | OH | 44120 | PC | FOR FAMILY-SCHOOL CONNECTION, A KINDERGARTEN FAMILY READING READINESS PROGRAM | $20,000 |
| FAMILY PROMISE OF GREATER CLEVELAND | ||||||
| 3470 EAST 152ND STREET | CLEVELAND | OH | 44120 | PC | TO HELP HOMELESS FAMILIES ACHIEVE STABILITY | $20,000 |
| FUND FOR OUR ECONOMIC FUTURE | ||||||
| 4415 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | TO SUPPORT THE GROWTH AND OPPORTUNITY AGENDA | $45,000 |
| GREAT LAKES MUSEUM OF SCIENCE ENVIRONMENT AND TECHNOLOGY | ||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | PC | FOR THE CLE4SCI COLLABORATIVE FOR CMSD 6TH, 7TH AND 8TH GRADERS IN THE 2021-22 SCHOOL YEAR | $10,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | PC | TO EXPAND FRESH PRODUCE DISTRIBUTION | $50,000 |
| HANNA PERKINS CENTER FOR CHILD DEVELOPMENT | ||||||
| 19910 MALVERN ROAD | SHAKER HEIGHTS | OH | 44122 | PC | FOR MY MAD FEELINGS PROGRAMMING AT YWCA GREATER CLEVELAND AND CLEVELAND HEIGHTS-UNIVERSITY HEIGHTS CITY SCHOOL DISTRICT | $15,000 |
| HATHAWAY BROWN SCHOOL | ||||||
| 19600 NORTH PARK BLVD | SHAKER HEIGHTS | OH | 44122 | PC | FOR THE ASPIRE PROGRAM | $15,000 |
| HOLDEN FORESTS & GARDENS | ||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | PC | TO INSTALL A FAMILY GALLERY AT THE CLEVELAND BOTANICAL GARDEN | $10,000 |
| LEGAL AID SOCIETY OF CLEVELAND | ||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | PC | FOR ECONOMIC JUSTICE PROGRAMMING | $30,000 |
| LIFEACT | ||||||
| 210 BELL STREET | CHAGRIN FALLS | OH | 44022 | PC | FOR SUICIDE PREVENTION PROGRAMMING | $12,500 |
| LITERACY COOPERATIVE OF GREATER CLEVELAND | ||||||
| 1422 EUCLID AVENUE STE 248 | CLEVELAND | OH | 44115 | PC | FOR COMMUNITY-WIDE LITERACY INITIATIVES | $20,000 |
| LUTHERAN METROPOLITAN MINISTRY | ||||||
| 4515 SUPERIOR AVENUE | CLEVELAND | OH | 44103 | PC | TO PROVIDE GUARDIANSHIP SUPPORT TO VULNERABLE ADULTS | $15,000 |
| MALACHI HOUSE | ||||||
| 2810 CLINTON AVENUE | CLEVELAND | OH | 44113 | PC | FOR HOUSING AND SUPPORT SERVICES FOR TERMINALLY-ILL HOMELESS INDIVIDUALS IN FY22 | $25,000 |
| MAY DUGAN CENTER | ||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | PC | FOR THE EDUCATION RESOURCE CENTER | $20,000 |
| MEDWORKS | ||||||
| 1950 RICHMOND ROAD | LYNDHURST | OH | 44124 | PC | FOR HEALTHCARE CLINICS | $25,000 |
| MENTAL HEALTH & ADDICTION ADVOCACY COALITION | ||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | FOR PROGRAM SUPPORT | $20,000 |
| MINDS MATTER OF CLEVELAND | ||||||
| PO BOX 14219 | CLEVELAND | OH | 44114 | PC | FOR COLLEGE PREPARATORY PROGRAMMING FOR LOW-NICOME HIGH SCHOOL STUDENTS | $10,000 |
| MONARCH LIFEWORKS | ||||||
| 22001 FAIRMOUNT BOULEVARD | SHAKER HEIGHTS | OH | 44118 | PC | FOR BUILDING RENOVATION TO ALLOW FOR VOCATIONAL DAY PROGRAM EXPANSION | $25,000 |
| MUSICAL ARTS ASSOCIATION | ||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | PC | FOR EDUCATION CONCERTS AND MUSIC RESOURCES FOR CMSD STUDENTS IN THE 2021-22 SCHOOL YEAR | $25,000 |
| NATURE CENTER AT SHAKER LAKES | ||||||
| 2600 SOUTH PARK BLVD | CLEVELAND | OH | 44120 | PC | FOR CLE4SCI PROGRAMMING FOR CMSD PRESCHOOL, KINDERGARTEN AND FIRST GRADE CLASSES | $10,000 |
| NEAR WEST THEATRE | ||||||
| 6702 DETROIT AVENUE | CLEVELAND | OH | 44102 | PC | FOR RISE!, A YOUTH THEATER ARTS PROGRAM | $10,000 |
| NEGRO LEAGUE BASEBALL LEGENDS OF FAME INC | ||||||
| 6601 LEXINGTON AVENUE | CLEVELAND | OH | 44103 | PC | FOR HISTORY NIGHTS IN HOUGH AT LEAGUE PARK | $16,000 |
| NEIGHBORHOOD HEALTH CARE INC DBA NEIGHBORHOOD FAMILY PRACTICE | ||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | PC | FOR SUPPORT OF A DIETITIAN | $31,325 |
| OHIOGUIDESTONE | ||||||
| 434 EASTLAND RD | BEREA | OH | 44017 | PC | TO SUPPORT WORKFORCE DEVELOPMENT TRAINING PARTICIPANTS | $20,000 |
| OPEN DOORS ACADEMY | ||||||
| 1427 E 36TH ST SUITE 4206A | CLEVELAND | OH | 44114 | PC | TO OPERATE REMOTE LEARNING CENTERS | $35,000 |
| PASSAGES CONNECTING FATHERS AND SONS INC | ||||||
| 4600 CARNEGIE AVENUE | CLEVELAND | OH | 44103 | PC | FOR WORKFORCE DEVELOPMENT/FAMILY RESILIENCY PROGRAMMING IN 2022 | $15,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVE SUITE 200 | CLEVELAND | OH | 44115 | PC | FOR VIRTUAL CLASSROOM CONNECTIONS PROGRAMMING FOR CMSD STUDENTS IN THE 2021-22 SCHOOL YEAR | $15,000 |
| POSITIVE EDUCATION PROGRAM | ||||||
| 3100 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | TO PROVIDE EARLY CHILDHOOD CONSULTATION IN PUBLIC SCHOOL DISTRICTS | $20,000 |
| PRE4CLE | ||||||
| C/O THE EDUCATIONAL SERVICE CENTER | INDEPENDENCE | OH | 44131 | PC | TO INCREASE PRESCHOOL ENROLLMENT IN CLEVELAND THROUGH FAMILY RECRUITMENT | $30,000 |
| REACH OUT AND READ GREATER CLEVELAND | ||||||
| 4340 STATE ROAD SUITE 5 | CLEVELAND | OH | 44109 | PC | FOR PROGRAM SUPPORT IN 2021 | $15,000 |
| ROOTS OF AMERICAN MUSIC | ||||||
| 3109 MAYFIELD ROAD 205 | CLEVELAND HEIGHTS | OH | 44118 | PC | FOR MUSIC RESIDENCIES IN CMSD SCHOOLS | $10,000 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | PC | FOR OPERATING SUPPORT IN FY22 | $25,000 |
| SAY YES CLEVELAND SCHOLARSHIP INC | ||||||
| 325 SUPERIOR AVENUE ROOM 38 | CLEVELAND | OH | 44114 | PC | FOR HIGHER EDUCATION TUITION SCHOLARSHIPS FOR CMSD HIGH SCHOOL GRADUATES. | $166,667 |
| SCRANTON ROAD MINISTRIES COMMUNITY DEVELOPMENT CORP | ||||||
| 3095 SCRANTON ROAD | CLEVELAND | OH | 44113 | PC | FOR ACADEMIC ENRICHMENT PROGRAMMING FOR CLEVELAND YOUTH | $25,000 |
| SEEDS OF LITERACY | ||||||
| 3104 W 25TH ST | CLEVELAND | OH | 44109 | PC | FOR ADULT BASIC LITERACY PROGRAMMING IN FY22 | $15,000 |
| SHARED HARVEST FOODBANK INC | ||||||
| 5901 DIXIE HIGHWAY | FAIRFIELD | OH | 45014 | PC | FOR PROGRAM SUPPORT | $50,000 |
| SMART DEVELOPMENT INC | ||||||
| 1192 E 40TH STREET | CLEVELAND | OH | 44114 | PC | FOR COMMUNITY FIRST PROGRAMMING | $15,000 |
| SPANISH AMERICAN COMMITTEE FOR A BETTER COMMUNITY | ||||||
| 4407 LORAIN AVENUE | CLEVELAND | OH | 44113 | PC | FOR THE FAMILIES FIRST PROGRAM | $20,000 |
| SUPPORT CENTER FOR CHILD ADVOCATES | ||||||
| 1617 JFK BOULEVARD SUITE 1200 | PHILADELPHIA | PA | 19103 | PC | TO PROVIDE LEGAL REPRESENTATION AND ADVOCACY FOR LOW-INCOME CHILDREN WITH BEHAVIORAL HEALTH NEEDS IN FY22 | $30,000 |
| THE CENTERS FOR FAMILIES AND CHILDREN | ||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | FOR THE EL BARRIO WORKFORCE PROGRAM | $25,000 |
| THE CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| 1 WADE OVAL DR UNIVERSITY CIRCLE | CLEVELAND | OH | 44106 | PC | FOR THE SLAM DUNK PROGRAM FOR EAST CLEVELAND K-2 STUDENTS IN THE 2021-22 SCHOOL YEAR | $25,000 |
| THE FOODBANK INC | ||||||
| 56 ARMOR PLACE | DAYTON | OH | 45417 | PC | FOR OPERATING SUPPORT | $30,000 |
| TOWARDS EMPLOYMENT | ||||||
| 1255 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | PC | FOR THE CAREER PATHWAYS PROGRAM IN 2021 | $20,000 |
| UNION MILES DEVELOPMENT CORPORATION | ||||||
| 9250 MILES PARK AVENUE | CLEVELAND | OH | 44105 | PC | FOR WORKFORCE TRAINING PROGRAMMING IN THE CONSTRUCTION TRADES | $10,000 |
| UNITED WAY OF GREATER CLEVELAND | ||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | FOR CMSD ACADEMIC LEARNING PODS INITIATIVE | $50,000 |
| UNIVERSITY CIRCLE INCORPORATED | ||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | FOR THE EARLY LEARNING INITIATIVE | $10,000 |
| UNIVERSITY SETTLEMENT | ||||||
| 4800 BROADWAY AVENUE | CLEVELAND | OH | 44127 | PC | FOR FAMILY STABILITY SUPPORT AFTER EXITING THE SHELTER SYSTEM | $20,000 |
| WOMEN'S RECOVERY CENTER | ||||||
| 6209 STORER AVENUE | CLEVELAND | OH | 44102 | PC | FOR SUBSTANCE USE DISORDER TREATMENT PROGRAM EXPANSION | $20,000 |
| YOUTH OPPORTUNITIES UNLIMITED | ||||||
| 1228 EUCLID AVE SUITE 200 | CLEVELAND | OH | 44115 | PC | THE THE JOBS FOR OHIO'S GRADUATES PROGRAM IN FY22 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,834,992 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,855,582 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $189 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,172,178 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $189 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,029,272 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,029,461 | 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 | CategoryTxt |
| Amt | $10,880 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,880 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR INTERNATIONAL EQUITY FUND | $2,258,762 | $2,258,762 |
| AQR SMALL CAP MOMENTUM | $1,045,447 | $1,045,447 |
| BNY MELLON SMALL MIDCAP GROWTH FD | $1,044,024 | $1,044,024 |
| CALVERT US LARGE CAP VALUE | $2,286,848 | $2,286,848 |
| DFA INTL SMALL CAP VALUE PORTFOLIO | $945,095 | $945,095 |
| DODGE AND COX INTL STOCK FUND | $2,609,214 | $2,609,214 |
| HARBOR CAPITAL APPRECIATION FUND | $2,164,279 | $2,164,279 |
| NINETY ONE EMERGING MKT EQUITY | $2,209,708 | $2,209,708 |
| PIMCO RAE US SMALL FUND | $1,034,905 | $1,034,905 |
| PIMCO STOCKSPLUS FUND | $2,327,131 | $2,327,131 |
| VANGUARD INTL GROWTH FUND | $2,504,605 | $2,504,605 |
| WILLIAM BLAIR INTL SM CAP GROWTH | $901,286 | $901,286 |
| WILLIAM BLAIR SM CAP VALUE FUND | $1,113,532 | $1,113,532 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $3,799,775 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $3,799,775 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACADIAN GLOBAL LOW VOLATILITY LLC | FMV | $9,135,961 | $9,135,961 |
| DFA INTL REAL ESTATE SECS | FMV | $775,673 | $775,673 |
| DFA/AEW REAL ESTATE SEC PTFL | FMV | $809,518 | $809,518 |
| HARBERT SENIORS HOUSING FUND II LP | FMV | $347,119 | $347,119 |
| NEO CAPITAL FUND LP | FMV | $274,695 | $274,695 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON INVESTMENTS AND OTHER BASIS ADJUSTMENTS | Desc |
| Amt | $937,074 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $3,495 | $0 | $3,495 |
| OFFICE EXPENSES | $5,199 | $0 | $5,199 |
| OHIO FILING FEES | $200 | $0 | $200 |
| NET PORTFOLIO EXPENSE FROM K-1S | $26,915 | $26,915 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME FROM K-1S | $6 | $6 | $6 |
| NET UBI FROM K-1S | $189 | $0 | $189 |
| OTHER PORTFOLIO INCOME FROM K-1S | $1,506 | $1,506 | $1,506 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $92,368 | $92,368 | $0 |
| ADMINISTRATIVE - FOUNDATION MGMT | $171,343 | $0 | $171,343 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET INVESTMENT INCOME TAX | CategoryTxt |
| Amt | $40,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |