STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE LOZICK FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE LOZICK FAMILY FOUNDATION (EIN 61-6554435)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202213199349107846
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T15:59:52-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 PUBLIC SQUARE 19TH FLOORAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN616554435EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LOZICK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOZIBusinessNameControlTxt
Phone2168390400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129425 CHARGIN BOULEVARD 201AddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS S SPICERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone2168390400PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastSPICERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY W BARRINGERPreparerPersonNm
PTINP00372289PTIN
Phone2168753000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$314,384,916FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,243,892ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$366InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$366InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,988,567DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,968,724DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$29,262,467NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$97,053,079GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$29,262,467CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$38,242OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$38,242OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$44,457,050TotalRevAndExpnssAmt
Total Net Invst Incm$34,193,315TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$250,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$50,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$200,000CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,389LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$4,389LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,125AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$8,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,393,124OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$983,124OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$410,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$208,064TaxesRevAndExpnssAmt
Taxes Net Invst Incm$42,864TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$58,019OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56,356OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,663OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,929,846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,140,469TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$624,377TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,597,738ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,597,738ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,527,584TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,140,469TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,222,115TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,929,466ExcessRevenueOverExpensesAmt
Net Investment Income$33,052,846NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$113,575CashBOYAmt
Cash EOY$4,653,601CashEOYAmt
Cash EOYFMV$4,653,601CashEOYFMVAmt
Acct Rcvbl$319,819AcctRcvblAmt
Acct Rcvbl BOY$172,314AcctRcvblBOYAmt
Acct Rcvbl EOY$319,819AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$319,819AcctRcvblEOYFMVAmt
Other Investments BOY$237,222,827OtherInvestmentsBOYAmt
Other Investments EOY$259,464,762OtherInvestmentsEOYAmt
Other Investments EOYFMV$309,411,496OtherInvestmentsEOYFMVAmt
Total Assets BOY$237,508,716TotalAssetsBOYAmt
Total Assets EOY$264,438,182TotalAssetsEOYAmt
Total Assets EOYFMV$314,384,916TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$237,508,716RetainedEarningBOYAmt
Retained Earning EOY$264,438,182RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$237,508,716TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$264,438,182TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$237,508,716TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$264,438,182TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$237,508,716TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,929,466ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$264,438,182SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$264,438,182TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO #1624P2021-12-31$521,407$520,965$442$442
WELLS FARGO #1624P2021-12-31$533,762$545,372-$11,610-$11,610
WELLS FARGO #3355P2021-12-31$7,628,135$7,623,857$4,278$4,278
WELLS FARGO #3355P2021-12-31$23,898,189$18,983,504$4,914,685$4,914,685
WELLS FARGO #1157P2021-12-31$1,962,375$1,727,127$235,248$235,248
WELLS FARGO #1157P2021-12-31$7,876,102$5,332,921$2,543,181$2,543,181
KEYBANK #6932P2021-12-31$3,359,359$3,239,801$119,558$119,558
KEYBANK #6932P2021-12-31$6,479,109$4,497,640$1,981,469$1,981,469
KEYBANK #6932P2021-12-31$103,722$85,071$18,651$18,651
WELLS FARGO #2626P2021-12-31$5,265,197$4,493,438$771,759$771,759
WELLS FARGO #2626P2021-12-31$7,740,803$6,032,292$1,708,511$1,708,511
WELLS FARGO #2008P2021-12-31$2,560,239$2,153,863$406,376$406,376
WELLS FARGO #2008P2021-12-31$5,230,443$3,900,890$1,329,553$1,329,553
WELLS FARGO #2078P2021-12-31$6,323,741$5,664,007$659,734$659,734
WELLS FARGO #2078P2021-12-31$5,112,857$3,350,026$1,762,831$1,762,831
WELLS FARGO #5916P2021-12-31$1,592,731$1,702,762-$110,031-$110,031
WELLS FARGO #5916P2021-12-31$5,115,705$3,029,162$2,086,543$2,086,543
WELLS FARGO #2284P2021-12-31$783,441$714,993$68,448$68,448
WELLS FARGO #2284P2021-12-31$4,825,726$2,667,369$2,158,357$2,158,357
LOCUS AGRICULTURE HOLDING, LLCP2021-12-31$28$28
TOWNSEND REAL ESTATE ALPHA FUND III,LPP2021-12-31$28,703$28,703
TOWNSEND REAL ESTATE ALPHA FUND III,LPP2021-12-31$123$123
TOWNSEND REAL ESTATE ALPHA FUND III,LPP2021-12-31$139,911$139,911
CAPITAL GAINS DIVIDENDSP$8,445,719$8,445,719$8,445,719
FieldValueIRS element (for citing)
Capital Gain Net Income$29,262,467CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,155,935NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$459,435InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$459,435SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$459,435TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$156,246EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$800,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$956,246TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6,101EsPenaltyAmt
Overpayment$490,710OverpaymentAmt
Applied To ES Tax$490,710AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOUGLAS S SPICERIndividualWithBooksNm
Phone2168390400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129425 CHAGRIN BOULEVARD STE 201AddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHERINE L LOZICK
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122PRESIDENT/TRUSTEE2.00$25,000$0$0
THOMAS J JANOCH
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122VP/TREASURER/TRUSTEE4.00$25,000$0$0
JAMES C BOLAND
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122TRUSTEE1.00$50,000$0$0
JULIE A BOLAND
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122TRUSTEE1.00$0$0$0
CHRISTOPHER P HITCHCOCK
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122EXECUTIVE DIRECTOR20.00$0$0$0
WILLIAM N WEST
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122TRUSTEE1.00$50,000$0$0
KELLY A BROWNE
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122TRUSTEE1.00$25,000$0$0
TIMOTHY P RYAN
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122TRUSTEE1.00$25,000$0$0
THOMAS F LOZICK
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122TRUSTEE1.00$25,000$0$0
DOUGLAS S SPICER
29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH44122SECRETARY/TRUSTEE10.00$25,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STREN INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line129425 CHAGRIN BOULEVARDAddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENT SERVICESServiceTypeTxt
Compensation$820,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$293,224,012AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,338,338AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$304,562,350TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$304,562,350AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,568,435CashDeemedCharitableAmt
Net Vl Noncharitable Assets$299,993,915NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,999,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,999,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$459,435TaxBasedOnInvestmentIncomeAmt
Total Tax$459,435TotalTaxAmt
Distributable Before Adj$14,540,261DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$14,540,261DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$14,540,261DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,222,115ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$16,222,115QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,540,261DistributableAsAdjustedAmt
Undistributed Income PY$2,718,263UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$16,222,115QualifyingDistributionsAmt
Applied To Year1$2,718,263AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,503,852AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,036,409UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (297 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACCURACY IN MEDIA
MAIN STREETDERWOODMD00000NONEPCGENERAL SUPPORT$250
ACHIEVEMENT CENTERS FOR CHILDREN
MAIN STREETHIGHLAND HILLSOH00000NONEPCGENERAL SUPPORT$12,500
ACTION ON SMOKING AND HEALTH(ASH)
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$1,000
ADOPTION NETWORK CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$20,000
ALEX'S LEMONADE STAND FOUNDATION
MAIN STREETBALE CYNWYDPA00000NONEPCGENERAL SUPPORT$5,000
ALLIANCE DEFENDING FREEDOM
MAIN STREETSCOTTSDALEAZ00000NONEPCGENERAL SUPPORT$5,000
ALLIANCE FOR WORKING TOGETHER
MAIN STREETMENTOROH00000NONEPCGENERAL SUPPORT$250,000
AMERICAN COUNCIL FOR CAPITAL FORMATION
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$5,000
AMERICAN ENTERPRISE INSTITUTE
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$50,000
AMERICAN FEDERATION FOR CHILDREN GROWTH FUND
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$10,000
AMERICAN LEGISLATIVE EXCHANGE COUNCIL
MAIN STREETARLINGTONVA00000NONEPCGENERAL SUPPORT$5,000
AMERICAN OPPORTUNITY FOUNDATION
MAIN STREETALEXANDRIAVA00000NONEPCGENERAL SUPPORT$1,000
AMERICAN POLICY ROUNDTABLE
MAIN STREETSTRONGSVILLEOH00000NONEPCGENERAL SUPPORT$15,000
AMERICAN RED CROSS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$75,000
AMERICAN SPECTATOR FOUNDATION
MAIN STREETALEXANDRIAVA00000NONEPCGENERAL SUPPORT$5,000
ARTS COUNCIL OF GREATER BATON ROUGE INC
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$5,000
ATLANTIC LEGAL FOUNDATION
MAIN STREETHARRISONNY00000NONEPCGENERAL SUPPORT$5,000
AUBURN CAREER CENTER
MAIN STREETPAINVESVILLEOH00000NONEPCGENERAL SUPPORT$50,000
AUBURN UNIVERSITY FOUNDATION
MAIN STREETAUBURNAL00000NONEPCGENERAL SUPPORT$10,000
AUTISM SPEAKS
MAIN STREETINDEPENDENCEOH00000NONEPCGENERAL SUPPORT$10,000
BATON ROUGE AREA FOUNDATION
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$50,000
BATON ROUGE BALLET THEATRE
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$5,000
BATON ROUGE CRIME STOPPERS INC
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$5,000
BATON ROUGE EPICUREAN SOCIETY
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$10,000
BATON ROUGE ZOO FRIENDS OF
MAIN STREETBAKERLA00000NONEPCGENERAL SUPPORT$5,000
BATTLE AGAINST AUTISM
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$10,000
BEAUMONT SCHOOL
MAIN STREETCLEVELAND HEIGHTSOH00000NONEPCGENERAL SUPPORT$72,500
BECKET FUND
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$25,000
BENEDICTINE HIGH SCHOOL
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$263,500
BENJAMIN ROSE INSTITUTE ON AGING
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
BENJAMIN RUSH INSTITUTE
MAIN STREETDFW AIRPORTTX00000NONEPCGENERAL SUPPORT$25,000
BIG BROTHERS BIG SISTERS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$250
BIKE CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$200
BIO-MED SCIENCE ACADEMY STEM SCHOOL
MAIN STREETROOTSTOWNOH00000NONEPCGENERAL SUPPORT$15,000
BLUE COATS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
BOWLING GREEN STATE UNIVERSITY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$13,000
BOYS & GIRLS CLUBS OF NE OH
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$30,000
BOYS AND GIRLS CLUBS OF BROWARD COUNTY
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$5,000
BOYS HOPE GIRLS HOPE OF NE OHIO
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$50,000
BREAKTHROUGH SCHOOLS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$500,000
BRETT BOYER FOUNDATION
MAIN STREETBRENTWOODTN00000NONEPCGENERAL SUPPORT$10,000
CAMP FITCH YMCA
MAIN STREETNORTH SPRINGFIELDPA00000NONEPCGENERAL SUPPORT$10,000
CAMP KESEM
MAIN STREETGAINESVILLEFL00000NONEPCGENERAL SUPPORT$5,000
CAPITAL RESEARCH CENTER
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$55,000
CAPITAL UNIVERSITY SCHOOL OF NURSING
MAIN STREETCOLUMBUSOH00000NONEPCGENERAL SUPPORT$2,500
CASE WESTERN RESERVE UNIVERSITY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$19,950
CATHOLIC CHARITIES
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$2,000
CENTERS FOR FAMILIES AND CHILDREN
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$500
CHAGRIN FALLS HISTORICAL SOCIETY
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$500
CHAGRIN FALLS MUSIC LOVERS
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$20,000
CHAGRIN FALLS PARK COMMUNITY CENTER
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$2,000
CHAGRIN FOUNDATION FOR ARTS & CULTURE
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$500
CHAGRIN VALLEY JAYCEES
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$600
CHILDREN'S HARBOR
MAIN STREETPEMBROKE PINESFL00000NONEPCGENERAL SUPPORT$30,000
CHRIST CHILD SOCIETY OF CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
CITIZENS AGAINST GOVERNMENT WASTE
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$2,500
CITY CLUB OF CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$500
CITY MISSION
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$210,000
CITY YEAR
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$400,000
CLEVELAND ANIMAL PROTECTIVE LEAGUE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$3,500
CLEVELAND CENTRAL CATHOLIC HS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$120,000
CLEVELAND CLINIC FOUNDATION
MAIN STREETWESTONFL00000NONEPCGENERAL SUPPORT$2,380,000
CLEVELAND HEARING & SPEECH CENTER
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$30,000
CLEVELAND INSTITUTE OF ART
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$13,750
CLEVELAND KIDS' BOOK BANK
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$10,000
CLEVELAND LEADERSHIP CENTER
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
CLEVELAND MUSEUM OF ART
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$25,000
CLEVELAND MUSEUM OF NATURAL HISTORY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$25,000
CLEVELAND ORCHESTRA
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$25,000
CLEVELAND PLAY HOUSE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$2,500
CLEVELAND POLICE FOUNDATION
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$20,000
CLEVELAND PREGNANCY CENTER
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
CLEVELAND PUBLIC LIBRARY FOUNDATION
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
CLEVELAND RAPE CRISIS CENTER
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
CLEVELAND RESTORATION SOCIETY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$500
CLEVELAND SIGHT CENTER
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
CLEVELAND STATE UNIVERSITY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$24,950
CLEVELAND WATER ALLIANCE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$50,000
CLEVELAND ZOOLOGICAL SOCIETY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
COLLEGE NOW
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$10,000
COMMON GOAL FOUNDATION
MAIN STREETINDEPENDENCEOH00000NONEPCGENERAL SUPPORT$5,000
COMMUNITY FOUNDATION OF BROWARD COUNTY
MAIN STREETFORT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$5,000
COMMUNITY WEST FOUNDATION
MAIN STREETROCKY RIVEROH00000NONEPCGENERAL SUPPORT$5,000
COMPETITIVE ENTERPRISE INSTITUTE
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$2,500
CONXUSNEO
MAIN STREETAKRONOH00000NONEPCGENERAL SUPPORT$25,000
COUNCIL FOR NATIONAL POLICY
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$2,000
COVENANT HOUSE FLORIDA
MAIN STREETFL LAUDERDALEFL00000NONEPCGENERAL SUPPORT$10,000
CRIME STOPPERS OF BROWARD COUNTY
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$5,000
CRIME STOPPERS OF CUYAHOGA COUNTY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$15,000
CROATIAN HERITAGE MUSEUM
MAIN STREETEASTLAKEOH00000NONEPCGENERAL SUPPORT$5,000
CUYAHOGA COMMUNITY COLLEGE FDN
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$25,000
CUYAHOGA COUNTY POLICE CHIEFS ASSN
MAIN STREETAURORAOH00000NONEPCGENERAL SUPPORT$1,000
CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION
MAIN STREETPARMAOH00000NONEPCGENERAL SUPPORT$1,000
CUYAHOGA VALLEY SCENIC RAILROAD
MAIN STREETPENINSULAOH00000NONEPCGENERAL SUPPORT$1,000
CYSTIC FIBROSIS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$27,873
DOC CLINIC
MAIN STREETMIDDLEFIELDOH00000NONEPCGENERAL SUPPORT$5,000
DOWNTOWN CLEVELAND ALLIANCE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$10,000
DREAMS COME TRUE OF LOUISIANA
MAIN STREETYOUNGSVILLELA00000NONEPCGENERAL SUPPORT$10,000
EDGE TACTICAL FOUNDATION INC
MAIN STREETMENTOROH00000NONEPCGENERAL SUPPORT$10,000
EDWINS LEADERSHIP & RESTAURANT INSTITUTE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
EMPOWER 225
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$10,000
EMPOWER SPORTS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$2,000
ENERGY & ENVIRONMENT LEGAL INSTITUTE
MAIN STREETMCCLEANVA00000NONEPCGENERAL SUPPORT$5,000
ETHICS AND PUBLIC POLICY CENTER
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$5,000
FAMILY PROMISE OF GREATER CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$7,500
FBI CITIZENS ACADEMY
MAIN STREETTWINSBURGOH00000NONEPCGENERAL SUPPORT$2,500
FOUNDATION FOR THE COUNTRY CLUB OF LA PROP
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$5,000
FEDERATED CHURCH
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$20,000
FIELDSTONE FARM
MAIN STREETBAINBRIDGEOH00000NONEPCGENERAL SUPPORT$15,000
FIRST TEE OF CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
FLITE
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$40,000
FLYING HORSE FARMS
MAIN STREETMT GILEADOH00000NONEPCGENERAL SUPPORT$27,000
FOLDS OF HONOR FOUNDATION
MAIN STREETOWASSOOK00000NONEPCGENERAL SUPPORT$5,000
FORDHAM FOUNDATION
MAIN STREETCOLUMBUSOH00000NONEPCGENERAL SUPPORT$10,000
FOSTERING HOPE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$20,000
FOUNDATION FOR ECONOMIC EDUCATION
MAIN STREETATLANTAGA00000NONEPCGENERAL SUPPORT$5,000
FOUNDATION FOR GOV'T ACCOUNTABILITY
MAIN STREETNAPLESFL00000NONEPCGENERAL SUPPORT$10,000
FOUNDATION FOR WOMANS
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$10,000
GATHERING PLACE
MAIN STREETBEACHWOODOH00000NONEPCGENERAL SUPPORT$110,000
GEAUGA COUNTY VETERANS FOOD PANTRY
MAIN STREETCHARDONOH00000NONEPCGENERAL SUPPORT$250
GEAUGA GROWTH PARTNERSHIP INC
MAIN STREETNEWBURYOH00000NONEPCGENERAL SUPPORT$10,000
GEORGE RODRIQUE FOUNDATION FOR THE ARTS INC
MAIN STREETNEW ORLEANSLA00000NONEPCGENERAL SUPPORT$10,000
GILDA'S CLUB OF SOUTH FLORIDA
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$272,500
GILMOUR ACADEMY
MAIN STREETGATES MILLESOH00000NONEPCGENERAL SUPPORT$110,000
GOLDWATER INSTITUTE
MAIN STREETPHOENIXAZ00000NONEPCGENERAL SUPPORT$5,000
GOODWILL INDUSTRIES OF GREATER CLEVELAND
MAIN STREETCANTONOH00000NONEPCGENERAL SUPPORT$5,000
GREAT LAKES SCIENCE CENTER
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,010,000
GREATER CLEVELAND FOODBANK
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$765,000
GREATER CLEVELAND PEACE OFFICERS MEMORIAL SOCIETY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$500
GREATER CLEVELAND POLICE SCHOLARSHIP FUND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$500
GREATER CLEVELAND SPORTS COMMISSION
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$35,000
GREATER CLEVELAND VOLUNTEERS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
GREATER CLEVELAND YOUTH FOR CHRIST
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$3,000
GROUNDWORK GROUPA&F CHALLENGE
MAIN STREETCOLUMBUSOH00000NONEPCGENERAL SUPPORT$12,500
HABITAT FOR HUMANITY - GREATER CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$255,000
HANDY
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$30,000
HATTIE LARLHAM FOUNDATION
MAIN STREETMANTUAOH00000NONEPCGENERAL SUPPORT$155,000
HAVEN OF REST
MAIN STREETAKRONOH00000NONEPCGENERAL SUPPORT$1,000
HAWKEN SCHOOL
MAIN STREETGATES MILLSOH00000NONEPCGENERAL SUPPORT$1,000
HEARTLAND INSTITUTE
MAIN STREETARLINGTONIL00000NONEPCGENERAL SUPPORT$2,500
HERITAGE FOUNDATION
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$5,000
HIRAM HOUSE
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$1,765
HOLDEN FORESTS & GARDENS
MAIN STREETKIRTLANDOH00000NONEPCGENERAL SUPPORT$2,500
HOLY ROSARY CHURCH
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
HOPE SOUTH FLORIDA
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$2,500
HOPEWELL
MAIN STREETMIDDLEFIELDOH00000NONEPCGENERAL SUPPORT$2,500
HORIZON SCIENCE ACADEMY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
HOSPICE OF THE WESTERN RESERVE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$140,000
IDEASTREAM
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
INSTITUTE FOR JUSTICE
MAIN STREETARLINGTONVA00000NONEPCGENERAL SUPPORT$25,000
INTERCOLLEGIATE STUDIES INSTITUTE
MAIN STREETWILMINGTONDE00000NONEPCGENERAL SUPPORT$5,000
JACK & JILL CENTER
MAIN STREETFORT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$110,000
JACK MILLER CENTER
MAIN STREETBALA CYNWYDPA00000NONEPCGENERAL SUPPORT$5,000
JENNINGS CENTER FOR OLDER ADULTS
MAIN STREETGARFIELD HTSOH00000NONEPCGENERAL SUPPORT$5,000
JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$500
JOHN CARROLL UNIVERSITY- WJCU
MAIN STREETUNIVERSITY HEIGHTSOH00000NONEPCGENERAL SUPPORT$100
JOURNEY CENTER FOR SAFETY & HEALING
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$12,500
JUDICIAL WATCH
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$5,000
JUNIOR ACHIEVEMENT OF GREATER CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
JUNIOR ACHIEVEMENT WORLD
MAIN STREETCOCONUT CREEKFL00000NONEPCGENERAL SUPPORT$5,000
JUVENILE DIABETES RESEARCH FOUNDATION
MAIN STREETINDEPENDENCEOH00000NONEPCGENERAL SUPPORT$20,000
KENT CITY SCHOOLS FOUNDATION
MAIN STREETKENTOH00000NONEPCGENERAL SUPPORT$17,000
KENT STATE UNIVERSITY
MAIN STREETKENTOH00000NONEPCGENERAL SUPPORT$1,000
KIAWAH CONSERVANCY
MAIN STREETKIAWAH ISLANDSC00000NONEPCGENERAL SUPPORT$30,000
KIDS IN DISTRESS
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$10,000
KNOCK KNOCK CHILDRENS MUSEUM
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$5,000
LAKE VIEW CEMETERY ASSOSIATION
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$100
LAKELAND FOUNDATION
MAIN STREETKIRTLANDOH00000NONEPCGENERAL SUPPORT$1,000
LANDMARK LEGAL FOUNDATION
MAIN STREETKANSAS CITYMO00000NONEPCGENERAL SUPPORT$10,000
LAUREL SCHOOL
MAIN STREETSHAKER HEIGHTSOH00000NONEPCGENERAL SUPPORT$1,000
LAW ENFORCEMENT FOUNDATION
MAIN STREETDUBLINOH00000NONEPCGENERAL SUPPORT$750
LEADERSHIP INSTITUTE
MAIN STREETARLINGTONVA00000NONEPCGENERAL SUPPORT$25,000
LEUKEMIA & LYMPHOMA SOCIETY
MAIN STREETINDEPENDENCEOH00000NONEPCGENERAL SUPPORT$5,000
LIFEACT
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$2,000
LIGHT OF THE WORLD CLINIC
MAIN STREETOAKLAND PARKFL00000NONEPCGENERAL SUPPORT$10,000
LIGHTHOUSE RANCH FOR BOYS
MAIN STREETLORANGERLA00000NONEPCGENERAL SUPPORT$10,000
LOUISIANA WILDLIFE AND FISHERIES FDN
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$5,000
LYCEUM
MAIN STREETSOUTH EUCLIDOH00000NONEPCGENERAL SUPPORT$42,000
LYMPHATIC EDUCATION & RESEARCH NETWORK
MAIN STREETS EUCLIDOH00000NONEPCGENERAL SUPPORT$2,500
MAGNET
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$700,000
MAKE A WISH FOUNDATION
MAIN STREETCOLUMBUSOH00000NONEPCGENERAL SUPPORT$1,500
MALACHI HOUSE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$110,000
MANHATTAN INSTITUTE
MAIN STREETNEW YORKNY00000NONEPCGENERAL SUPPORT$5,000
MANSHIP THEATRE
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$5,000
MARY BIRD PERKINS CANCER CENTER
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$2,000
MCFATTER TECHNICAL COLLEGE
MAIN STREETDAVIEFL00000NONEPCGENERAL SUPPORT$5,000
MEDIA RESEARCH CENTER
MAIN STREETRESTONVA00000NONEPCGENERAL SUPPORT$2,500
MIAMI UNIVERSITY
MAIN STREETATHENSOH00000NONEPCGENERAL SUPPORT$19,950
MILESTONES AUTISM RESOURCES
MAIN STREETWARRENSVILLE HEIGHTOH00000NONEPCGENERAL SUPPORT$5,000
MOUNTAIN STATES LEGAL FOUNDATION
MAIN STREETLAKEWOODCO00000NONEPCGENERAL SUPPORT$5,000
MOVING PICTURE INSTITUTE
MAIN STREETNEW YORKNY00000NONEPCGENERAL SUPPORT$25,000
NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN
MAIN STREETALEXANDRIAVA00000NONEPCGENERAL SUPPORT$250
NATIONAL FEDERATION OF CROATIAN AMERICANS
MAIN STREETROCKVILLEMD00000NONEPCGENERAL SUPPORT$500
NATIONAL INSTITUTE FOR LABOR RELATIONS
MAIN STREETSPRINGFIELDVA00000NONEPCGENERAL SUPPORT$100,000
NATIONAL INSTITUTE FOR LABOR RELATIONS RESEARCH
MAIN STREETSPRINGFIELDVA00000NONEPCGENERAL SUPPORT$25,000
NATIONAL JEWISH HEALTH
MAIN STREETDENVERCO00000NONEPCGENERAL SUPPORT$5,000
NATIONAL LEGAL AND POLICY CENTER
MAIN STREETFALLS CHURCHVA00000NONEPCGENERAL SUPPORT$5,000
NATIONAL PACKARD MUSEUM
MAIN STREETWARRENOH00000NONEPCGENERAL SUPPORT$2,000
NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$50,000
NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION
MAIN STREETSPRINGFIELDVA00000NONEPCGENERAL SUPPORT$125,000
NATURE CENTER AT SHAKER LAKES
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$20,000
NEVADA POLICY RESEARCH INSTITUTE
MAIN STREETLAS VEGASNV00000NONEPCGENERAL SUPPORT$5,000
NEW DIRECTIONS
MAIN STREETPEPPER PIKEOH00000NONEPCGENERAL SUPPORT$500
NOTRE DAME CATHEDRAL LATIN HIGH SCHOOL
MAIN STREETCHARDONOH00000NONEPCGENERAL SUPPORT$60,000
NOTRE DAME COLLEGE
MAIN STREETSOUTH EUCLIDOH00000NONEPCGENERAL SUPPORT$2,500
NOVA SOUTHEASTERN UNIVERSITY
MAIN STREETFORT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$200,000
OHIO HEALTH RIVERSIDE HOSPITAL
MAIN STREETCOLUMBUSOH00000NONEPCGENERAL SUPPORT$10,000
OHIO STATE UNIVERSITY FOUNDATION
MAIN STREETCOLUMBUSOH00000NONEPCGENERAL SUPPORT$19,000
OHIO UNIVERSITY FOUNDATION
MAIN STREETATHENSOH00000NONEPCGENERAL SUPPORT$13,650
ONE HEALTH ORGANIZATION
MAIN STREETWOODMEREOH00000NONEPCGENERAL SUPPORT$10,000
OPEN DOORS ACADEMY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$85,000
OPPORTUNITY OHIO
MAIN STREETDUBLINOH00000NONEPCGENERAL SUPPORT$25,000
OUR LADY OF PEACE CHURCH
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
OUR LADY OF THE LAKE FOUNDATION
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$25,000
PACE CENTER FOR GIRLS
MAIN STREETWILTON MANORSFL00000NONEPCGENERAL SUPPORT$5,000
PARTNERSHIP FOR A SAFER CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$6,000
PARTNERSHIP SCHOOLS
MAIN STREETNEW YORKNY00000NONEPCGENERAL SUPPORT$425,000
PELOTONIA
MAIN STREETCOLUMBUSOH00000NONEPCGENERAL SUPPORT$500
PHILANTHROPY ROUNDTABLE
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$75,000
PLAYHOUSE SQUARE FOUNDATION
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$10,000
POSITIVE EDUCATION PROGRAM
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$2,000
PROVIDENCE HOUSE
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$280,000
RAINBOW BABIES & CHILDRENS HOSPITAL
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,020,000
REALCLEAR FOUNDATION
MAIN STREETNORTHBROOKIL00000NONEPCGENERAL SUPPORT$25,000
RECOVERY RESOURCES
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$2,500
ROCK AND ROLL HALL OF FAME
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
RONALD MCDONALD HOUSE OF CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$60,000
SAINT CASIMIR'S CHURCH
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
SAINT FRANCIS OF ASSISI CHURCH
MAIN STREETGATES MILLSOH00000NONEPCGENERAL SUPPORT$2,500
SAINT MARTIN DE PORRES HIGH SCHOOL
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$980,000
SAINT PAUL'S CROATIAN CHURCH
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$250
SAINT SEBASTIAN CHURCH
MAIN STREETFORT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$1,000
SAINT VINCENT DE PAUL SOCIETY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
SALVATION ARMY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
SCHOOL CHOICE OF OHIO
MAIN STREETCOLUMBUSOH00000NONEPCGENERAL SUPPORT$60,000
SECOND CHANCE SOCIETY
MAIN STREETFORT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$10,000
SEE YOU AT THE TOP
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
SHERIFFS FOUNDATION OF BROWARD COUNTY
MAIN STREETPLANTATIONFL00000NONEPCGENERAL SUPPORT$1,000
SHOES AND CLOTHES FOR KIDS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$50,000
SHOES FOR KIDS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$10,000
SINGING ANGELS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$100
SOUTH TECH CHARTER ACADEMY
MAIN STREETBOYTON BEACHFL00000NONEPCGENERAL SUPPORT$5,000
SOUTHEASTERN LEGAL FOUNDATION
MAIN STREETROSWELLGA00000NONEPCGENERAL SUPPORT$10,000
ST BALDRICKS FOUNDATION
MAIN STREETMONROVIACA00000NONEPCGENERAL SUPPORT$2,500
ST BARNABAS CHURCH
MAIN STREETNORTHFIELDOH00000NONEPCGENERAL SUPPORT$5,000
ST CASIMIR PARISH
MAIN STREETNORTHFIELDOH00000NONEPCGENERAL SUPPORT$4,500
ST GEORGE CATHOLIC CHURCH
MAIN STREETBOYTON BEACHLA00000NONEPCGENERAL SUPPORT$5,000
ST GEORGE FIREFIGHTERS FOUNDATION
MAIN STREETBOYTON BEACHLA00000NONEPCGENERAL SUPPORT$2,000
ST HUBERT'S
MAIN STREETKIRTLAND HILLSOH00000NONEPCGENERAL SUPPORT$300
ST LILLIAN ACADEMY
MAIN STREETBOYTON BEACHLA00000NONEPCGENERAL SUPPORT$10,000
ST SEBASTIAN CATHOLIC CHURCH
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$2,500
STATE POLICY NETWORK
MAIN STREETARLINGTONVA00000NONEPCGENERAL SUPPORT$10,000
STELLA MARIS
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$130,000
STEPSTONE ACADEMY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$40,000
STUDENTNEWSDAILYCOM
MAIN STREETEDMONDOK00000NONEPCGENERAL SUPPORT$1,000
SUMMER ON THE CUYAHOGA
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
TAX FOUNDATION
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$100,000
TEACH FOR AMERICA - BATON ROUGE
MAIN STREETBOYTON BEACHLA00000NONEPCGENERAL SUPPORT$10,000
TEACH FOR AMERICA - CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$437,500
THE 22 PROJECT
MAIN STREETDELRAY BEACHFL00000NONEPCGENERAL SUPPORT$320,000
THRIVE BATON ROUGE
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$10,000
THRIVE SCHOLARS
MAIN STREETBOSTONMA00000NONEPCGENERAL SUPPORT$100,000
TIGERS UNLIMITED FOUNDATION
MAIN STREETAUBURNAL00000NONEPCGENERAL SUPPORT$25,000
TOWARDS EMPLOYMENT
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$33,000
UNION CLUB FOUNDATION
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$200
UNITED CEREBRAL PALSY OF GREATER CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
UNITED WAY OF BROWARD COUNTY
MAIN STREETFT LAUDERDALEFL00000NONEPCGENERAL SUPPORT$15,000
UNITED WAY OF GREATER CLEVELAND
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$10,000
UNIVERSITY CIRCLE INC
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$2,500
UNIVERSITY HOSPITAL
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$2,500
UNIVERSITY LAB SCHOOL FOUNDATION
MAIN STREETBATON ROUGELA00000NONEPCGENERAL SUPPORT$25,000
UNIVERSITY OF AKRON
MAIN STREETAKRONLA00000NONEPCGENERAL SUPPORT$24,950
UNIVERSITY OF CINCINNATI FOUNDATION
MAIN STREETCINCINNATIOH00000NONEPCGENERAL SUPPORT$13,000
UNIVERSITY SCHOOL
MAIN STREETHUNTING VALLEYOH00000NONEPCGENERAL SUPPORT$10,000
UNIVERSITY SETTLEMENT
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
UPSIDE OF DOWNS
MAIN STREETINDEPENDENCEOH00000NONEPCGENERAL SUPPORT$36,500
URBAN COMMUNITY SCHOOL
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$130,000
URSULINE COLLEGE
MAIN STREETPEPPER PIKEOH00000NONEPCGENERAL SUPPORT$100,000
URSULINE SISTERS
MAIN STREETMAYFIELD HEIGHTSOH00000NONEPCGENERAL SUPPORT$500
USO WORLD HEADQUARTERS
MAIN STREETARLINGTONVA00000NONEPCGENERAL SUPPORT$1,000
USS CLEVELAND LEGACY FOUNDATION
MAIN STREETBEREAOH00000NONEPCGENERAL SUPPORT$50,000
VALLEY ART CENTER
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$20,000
VISITING NURSES ASSOCIATION
MAIN STREETBROOKLYN HEIGHTSOH00000NONEPCGENERAL SUPPORT$2,000
VOCATIONAL GUIDANCE AND REHAB)LITATION
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$1,000
VOLUNTEERS OF AMERICA
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$200,000
WASHINGTON LEGAL FOUNDATION
MAIN STREETWASHINGTONDC00000NONEPCGENERAL SUPPORT$5,000
WESTERN RESERVE HISTORICAL SOCIETY
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$5,000
WESTERN RESERVE LAND CONSERVANCY
MAIN STREETMORELAND HILLSOH00000NONEPCGENERAL SUPPORT$50,000
WKHR
MAIN STREETCHAGRIN FALLSOH00000NONEPCGENERAL SUPPORT$100
WKSU
MAIN STREETKENTOH00000NONEPCGENERAL SUPPORT$250
WOMANKIND MATERNAL & PRENATAL CENTER
MAIN STREETGARFIELD HTSOH00000NONEPCGENERAL SUPPORT$250
WOMEN IN DISTRESS
MAIN STREETLIGHTHOUSE POINTFL00000NONEPCGENERAL SUPPORT$6,000
WOMEN SAFE
MAIN STREETCHARDONOH00000NONEPCGENERAL SUPPORT$200
WOODWARD ACADEMY
MAIN STREETCOLLEGE PARKAL00000NONEPCGENERAL SUPPORT$1,000
WPBT
MAIN STREETMIAMIFL00000NONEPCGENERAL SUPPORT$250
YOUNG AMERICA'S FOUNDATION
MAIN STREETRESTONVA00000NONEPCGENERAL SUPPORT$250
YOUTH OPPORTUNITIES UNLIMITED
MAIN STREETCLEVELANDOH00000NONEPCGENERAL SUPPORT$21,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,597,738TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$366ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,988,567ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$29,262,467ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
FROM K-1 - LOCUS AGRICULTURE HOLDING LLC01-$109,370
FROM K-1 - TOWNSEND REAL ESTATE ALPHA FUND III,LP01$71,124
KEYBANK #693201$4

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,213,158ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,213,158TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (16 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
2016-2021 CLAT DATED 812016
129425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$1,299,161Yes (X)
2016-2022 CLAT DATED 812016
229425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$1,090,410Yes (X)
2016-2023 CLAT DATED 812016
329425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$941,314Yes (X)
2016-2024 CLAT DATED 812016
429425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$831,272Yes (X)
2016-2025 CLAT DATED 812016
529425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$745,387Yes (X)
2016-2026 CLAT DATED 812016
629425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$674,131Yes (X)
2016-2027 CLAT DATED 812016
729425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$617,016Yes (X)
2016-2028 CLAT DATED 812016
829425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$569,435Yes (X)
2016-2029 CLAT DATED 812016
929425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$529,195Yes (X)
2016-2030 CLAT DATED 812016
1029425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$494,717Yes (X)
2016-2031 CLAT DATED 812016
1129425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$464,847Yes (X)
2016-2032 CLAT DATED 812016
1229425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$438,723Yes (X)
2016-2033 CLAT DATED 812016
1329425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$415,686Yes (X)
2016-2034 CLAT DATED 812016
1429425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$395,220Yes (X)
2016-2035 CLAT DATED 812016
1529425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$376,920Yes (X)
2016-2036 CLAT DATED 812016
1629425 CHAGRIN BOULEVARDPEPPER PIKEOH44122$360,458Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,250Amt
Net Investment Income$8,125NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$8,125DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationMANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITH THE STATE.ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FROM K-1SAT COST$2,443,340$2,443,340
LOCUS OIL HOLDING LLCAT COST$750,000$750,000
KEYBANK & WELLS FARGO INVESTMENTSAT COST$256,271,422$306,218,156

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,389LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,389DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FROM K-1 NONDEDUCTIBLES - TOWNSEND REAL ESTATE ALPHA FUND III,LP$2$2$0$0
FROM K-1 PARTNERSHIP EXPENSES - TOWNSEND REAL ESTATE ALPHA FUND III,LP$55,853$55,853$0$0
BANK FEES$208$208$0$0
OFFICE EXPENSES$1,956$293$0$1,663

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1 - LOCUS AGRICULTURE HOLDING LLC-$109,370-$109,370$0
FROM K-1 - TOWNSEND REAL ESTATE ALPHA FUND III,LP$71,124$71,124$0
KEYBANK #6932$4$4$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$1,393,124Amt
Net Investment Income$983,124NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$410,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$42,864$42,864$0$0
OH REGISTRATION FEE$200$0$0$200
PRIOR YEAR EXCISE TAX PAYMENTS$165,000$0$0$0