WILLIAM BINGHAM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM BINGHAM FOUNDATION (EIN 34-6513791)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202213159349102006
- 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
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T11:29:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel L Horn | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 Orange Ave 91427 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44101 | 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 | 346513791 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The William Bingham Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2167599142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 Orange Ave 91427 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Daniel L Horn | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 2167599142 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Daniel | PersonFirstNm |
| Person Last | Horn | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Daniel L Horn | PreparerPersonNm |
| PTIN | P00841268 | PTIN |
| Phone | 2167599142 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,048,411 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,471,456 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $233,054 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,139,842 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,152,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,139,842 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,844,389 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,372,933 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,179 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,473 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,706 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $125 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $125 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,505 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,505 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $785 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $180,097 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,731 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,245 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,673 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,673 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,371 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,194 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,177 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $846 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $846 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,008 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,008 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $272,589 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,152,819 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,152,819 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,425,408 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,221,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,418,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,175,862 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,944 | CashBOYAmt |
| Cash EOY | $9,229 | CashEOYAmt |
| Cash EOYFMV | $9,229 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,213,522 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,501,132 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,501,132 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $145 | AcctRcvblAmt |
| Acct Rcvbl EOY | $145 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $145 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $22,545 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $30,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $30,000 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $294,011 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $632,967 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $632,520 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,500,913 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,182,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,247,647 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $490,920 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,600,926 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,627,738 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $16,531,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,957,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,048,411 | 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 | -$1,312,484 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,531,855 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,269,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,531,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,957,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,531,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,957,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,531,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,418,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $318,808 | OtherIncreasesAmt |
| Subtotal | $20,269,644 | SubtotalAmt |
| Other Decreases | $1,312,484 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,957,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Charles Schwab #5928 | P | $1,384,695 | $1,105,289 | $279,406 | $279,406 |
| Charles Schwab #5928 | P | $2,561,293 | $1,700,529 | $860,764 | $860,764 |
| Morgan Stanley #0001 | P | $141,885 | $139,050 | $2,835 | $2,835 |
| Morgan Stanley #0001 | P | $1,213,752 | $706,032 | $507,720 | $507,720 |
| Morgan Stanley #5817 | P | $428,592 | $348,330 | $80,262 | $80,262 |
| Morgan Stanley #5817 | P | $1,418,847 | $1,013,250 | $405,597 | $405,597 |
| Morgan Stanley #0001 Wash Sale | P | $2,623 | $2,623 | $2,623 | |
| Charles Schwab #5928 | P | $635 | $635 | $635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,139,842 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,244 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,244 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,244 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $244 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,244 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $113 | EsPenaltyAmt |
| Tax Due | $113 | TaxDueAmt |
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 | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.wbinghamfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Daniel L Horn | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2167599142 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 Orange Ave 91427 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44101 | 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 |
|---|---|---|---|---|---|---|---|---|
| C Bingham Blossom | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Emeritus Trustee | 1.00 | $0 | $0 | $0 |
| C Perry Blossom | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Trustee | 1.00 | $0 | $0 | $0 |
| David B Blossom | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Treasurer/Trustee | 2.00 | $0 | $0 | $0 |
| Laurel Blossom | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Emeritus Trustee | 1.00 | $0 | $0 | $0 |
| Robin Dunn Blossom | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Trustee | 1.00 | $0 | $0 | $0 |
| Jaymi B Feeney | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Trustee | 1.00 | $0 | $0 | $0 |
| James B Heffernan | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Vice President/Trustee | 1.00 | $0 | $0 | $0 |
| Daniel L Horn | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Secretary | 10.34 | $38,179 | $0 | $0 |
| Rebecca B Kovacik | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Trustee | 1.00 | $0 | $0 | $0 |
| Elizabeth B Meers | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Trustee | 1.00 | $0 | $0 | $0 |
| Kevin S B Meers | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Trustee | 1.00 | $0 | $0 | $0 |
| Katherine J Heffernan | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | Trustee | 1.00 | $0 | $0 | $0 |
| Jonathan B Blossom | ||||||||
| 2400 Orange Ave91427 | Cleveland | OH | 44101 | President / 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Morgan StanleyClearBridge Investments | |||||
| 31099 Chagrin Blvd | Pepper Pike | OH | 44124 | Investment management | $94,947 |
| Prentiss Smith | |||||
| 950 Western Avenue | Brattleboro | VT | 05301 | Investment management | $54,631 |
| 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 | $20,342,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,586,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,929,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,929,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $358,936 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,570,163 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,178,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,178,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,244 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,244 | TotalTaxAmt |
| Distributable Before Adj | $1,148,264 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,148,264 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,148,264 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,221,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,221,216 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,148,264 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,810 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,221,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,810 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,141,406 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,858 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Elizabeth B Meers | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Anne G Savastano Grants Manager | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 Orange Ave 91427 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2167599142 | RecipientPhoneNum |
| Recipient Email Address | info@wbinghamfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | The grant application process is described on the Foundation's website at: www.wbinghamfoundation.org under the heading Procedures". | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Two months prior to the semi-annual Trustee's meetings in February and August | SubmissionDeadlinesTxt |
| Restrictions On Awards | The Foundation makes grants to public charities. Grants are made to organizations organized within the United States. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Americares | |||||||
| 88 Hamilton Avenue | Stamford | CT | 06902 | No Relationship | Public | Americares Resilience Fund | $75,000 |
| Candid | |||||||
| 32 Old Slip 24th Floor | New York | NY | 10005 | No Relationship | Public | Candid Midwest operations | $5,000 |
| Catholic Charities of the Archdiocese of Washington | |||||||
| 924 G Street NW | Washington | DC | 20001 | No Relationship | Public | Compass Program | $54,819 |
| Catholic University of America | |||||||
| 620 Michigan Ave NE | Washington | DC | 20064 | No Relationship | Public | The Pope Francis Scholars COMPASS Program | $30,000 |
| Chesapeake Bay Foundation | |||||||
| 6 Herndon Avenue | Annapolis | MD | 21403 | No Relationship | Public | Making History Campaign | $100,000 |
| Children's Museum of Sonoma County | |||||||
| PO Box 12323 | Santa Rosa | CA | 95406 | No Relationship | Public | General Operations | $40,000 |
| Cleveland Foundation | |||||||
| 1422 Euclid Avenue Suite 1300 | Cleveland | OH | 44115 | No Relationship | Public | Cleveland Carbon Fund | $1,000 |
| Cleveland Kids' Book Bank | |||||||
| 3635 Perkins Ave | Cleveland | OH | 44114 | No Relationship | Public | Books to Kids in Greater Cleveland | $35,000 |
| Cleveland Rape Crisis Center | |||||||
| 2937 West 25th Street 2nd Fl | Cleveland | OH | 44113 | No Relationship | Public | Operating Support for the Crisis Text/Chat Hotline | $25,000 |
| Community Preparatory School | |||||||
| 135 Prairie Avenue | Providence | RI | 02905 | No Relationship | Public | Community Preparatory School Annual Fund | $37,000 |
| Dreaming Out Loud | |||||||
| 80 M Street SE C/O We Work | Washington | DC | 20003 | No Relationship | Public | Dreaming Out Loud | $50,000 |
| Earth Sangha | |||||||
| 5101-I BACKLICK RD | Annandale | VA | 22003 | No Relationship | Public | Native Plant Conservation | $50,000 |
| EDWINS Leadership & Restaurant Institute | |||||||
| 13101 Shaker Square | Cleveland | OH | 44120 | No Relationship | Public | EDWINS Management Fellowship | $50,000 |
| Hopewell | |||||||
| 9637 State Route 534 | Middlefield | OH | 44062 | No Relationship | Public | Therapeutic Programs | $40,000 |
| Malachi House | |||||||
| 2810 Clinton Avenue | Cleveland | OH | 44113 | No Relationship | Public | Malachi House: Personal Protective Equipment | $50,000 |
| Museum of Life & Science | |||||||
| 433 W Murray Ave | Durham | NC | 27704 | No Relationship | Public | Explore the Wild: Wetlands Restoration Project | $50,000 |
| Musical Arts Association | |||||||
| 11001 Euclid Avenue | Cleveland | OH | 44106 | No Relationship | Public | Preserving The Cleveland Orchestra and Blossom Music Center | $300,000 |
| Organizing Neighborhood Equity DC | |||||||
| PO Box 26049 | Washington | DC | 20001 | No Relationship | Public | ONE DC's Black Workers and Wellness Center | $50,000 |
| Seeds of Literacy | |||||||
| 3104 W 25th Street 3rd Floor | Cleveland | OH | 44109 | No Relationship | Public | Seeds of Literacy | $30,000 |
| Stella Maris | |||||||
| 1320 Washington Ave | Cleveland | OH | 44113 | No Relationship | Public | Building Campaign to Rebuild More Lives | $50,000 |
| The CentersCircle Health Services | |||||||
| 4500 Euclid Avenue | Cleveland | OH | 44103 | No Relationship | Public | Creating a Continuum of Care | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,152,819 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Catholic University of America | |||||||
| 620 Michigan Ave NE | Washington | DC | 20064 | No Relationship | Public | The Pope Francis Scholars COMPASS program | $30,000 |
| Chesapeake Bay Foundation | |||||||
| 6 Herndon Avenue | Annandale | MD | 21403 | No Relationship | Public | Making History Campaign | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $330,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,054 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,139,842 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,372,933 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,372,933 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Dudley S Blossom Jr Trust | ||||||
| 1 | 114th West 47th Street | New York | NY | 10036 | $2,471,456 | Yes (X) |
| Elizabeth B Meers | ||||||
| 2 | 2400 Orange Ave91427 | Cleveland | OH | 44101 | $528,039 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Publicly traded securities | $2,471,456 | 2021-07-21 |
| 2 | A remainder interest in a trust | $528,039 | 2020-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Dingus & Daga Inc | CategoryTxt |
| Amt | $785 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $785 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Ohio Attorney General requests that Ohio Foundations file an Annual Report online with the Attorney General's office in lieu of sending a copy of the federal tax return, Form 990-PF. The William Bingham Foundation complied with this request. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Charles Schwab 9495-5928 | BondNm |
| EOY Book Value | $1,600,926 | EOYBookValueAmt |
| EOYFMV | $1,627,738 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Charles Schwab 9495-5928 | $5,966,509 | $8,463,543 |
| Morgan Stanley 392-105817 | $2,182,608 | $3,733,562 |
| Morgan Stanley 392-100001 | $6,033,644 | $9,050,542 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $632,967 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $632,520 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Thompson Hine | CategoryTxt |
| Legal Fees | $6,505 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,505 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjust donated securities received to cost valued at $1,158,972 | Desc |
| Amt | $1,312,484 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Ohio Filing Fee | $200 | $0 | $200 |
| Dues | $780 | $0 | $780 |
| Shipping fees | $28 | $0 | $28 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain on donated securities | Desc |
| Amt | $318,808 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Anne G. Savastano, Grants Management | $23,245 | $0 | $23,245 |
| Morgan Stanley/ClearBridge Fee 105817 | $61,909 | $61,909 | $0 |
| Morgan Stanley/ClearBridge Fee 100001 | $33,037 | $33,037 | $0 |
| Prentiss Smith & Co | $54,785 | $54,785 | $0 |
| Philanthropic Archive Fees | $1,000 | $0 | $0 |
| Foundant Grant Lifecycle Management software | $4,600 | $0 | $0 |
| Stationery | $0 | $0 | $0 |
| Website | $1,521 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elizabeth B Meers | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2400 Orange Ave 91427 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44101 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Dividend Taxes | $4,748 | $4,748 | $0 |
| 2020 Federal Excise Tax | $25,925 | $25,925 | $0 |