2022-11-15T16:27:21-06:00 2021-12-31 990 2021-01-01 474676036 SALLY AND JOHN MORLEY FAMILY FUND SALL 2168613810 1422 EUCLID AVENUE 1300 CLEVELAND OH 44115 ROSANNE POTTER TREASURER 2168613810 2022-11-14 0 ROSANNE POTTER XXX-XX-XXXX 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X JOHN C MORLEY SR 1422 EUCLID AVENUE 1300 CLEVELAND OH 44115 0 0 X N/A X 2015 OH THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. X 9 9 0 9 0 0 0 0 0 0 931526 0 0 0 931526 0 407600 5423319 0 0 0 0 0 0 0 66383 0 473983 5423319 457543 -5423319 5425585 0 2266 0 5423319 0 THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT, OF AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. 0 0 5423319 5423319 GRANTMAKING FOR OR ON BEHALF OF THE CLEVELAND FOUNDATION TO SUPPORT THE CLEVELAND FOUNDATION OR TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. 5423319 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 OH X X ROSANNE POTTER 2168613810 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 441152015 JOHN C MORLEY SR PRESIDENT 1.00 X 0 0 0 ROBERT H RAWSON JR VICE PRESIDENT 0.50 X 0 0 0 JIM MORLEY TRUSTEE 0.50 X 0 0 0 DAVID MORLEY TRUSTEE 0.50 X 0 0 0 SPENCE MORLEY TRUSTEE 0.50 X 0 0 0 FREDERICK G STUEBER TRUSTEE 0.50 X 0 0 0 RANDELL MCSHEPARD TRUSTEE 0.50 X 0 0 0 CHRISTOPHER RONAYNE TRUSTEE 0.50 X 0 0 0 KATHLEEN HALLISSEY TRUSTEE 0.50 X 0 155200 43999 GINGER F MLAKAR SECRETARY 0.50 X 0 173916 43493 ROSANNE POTTER TREASURER 0.50 X 0 286609 41868 0 615725 129360 0 0 1 0 0 0 0 0 0 5423319 5423319 5423319 5423319 0 0 0 259826 0 0 121311 0 0 0 0 0 0 0 5044448 0 0 0 0 0 5425585 0 2266 2266 0 X 5423319 0 5423319 0 5425585 0 -5423319 0 X X 0 1 X 1 0 X X 1 CLEVELAND FOUNDATION 340714588 8 1 3873800 0 1 3873800 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE SALLY AND JOHN MORLEY FAMILY FUND OF THE CLEVELAND FOUNDATION MAKES GRANTS FOR OR ON BEHALF OF THE CLEVELAND FOUNDATION THAT BENEFIT OR CARRY OUT THE PUBLIC CHARITABLE AND EDUCATIONAL USES AND PURPOSES OF THE CLEVELAND FOUNDATION. THE SALLY AND JOHN MORLEY FAMILY FUND SUPPORTS THE SAME CHARITABLE ORGANIZATIONS SUPPORTED BY THE CLEVELAND FOUNDATION. ALL GRANTS MUST BE MADE TO ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. DURING 2021, THE SALLY AND JOHN MORLEY FAMILY FUND MADE GRANTS TOTALING $5,423,319 TO CHARITABLE ORGANIZATIONS. POTENTIAL GRANTEE ORGANIZATIONS CAN REQUEST FUNDING FROM THE SALLY AND JOHN MORLEY FAMILY FUND BY USING THE APPLICATION PROCESS ON THE CLEVELAND FOUNDATION'S WEBSITE. DECISIONS AS TO THE GRANTEES, AMOUNTS, AND PURPOSES OF GRANTS ARE DETERMINED BY THE BOARD OF THE SALLY AND JOHN MORLEY FAMILY FUND, MAJORITY OF WHOM ARE APPOINTED BY THE CLEVELAND FOUNDATION. 1 AUSTIN COMMUNITY FOUNDATION 4315 GUADALUPE STREET SUITE 300 AUSTIN TX 78751 741934031 509(A)(1) PUBLICLY-S 774760 0 N/A DISSOLUTION OF THE SALLY AND JOHN MORLEY FAMILY FUND COMMUNITY FOUNDATION SERVING BOULDER COUNTY 1123 SPRUCE STREET BOULDER CO 80302 841171836 501 C 3 774759 0 N/A DISSOLUTION OF THE SALLY AND JOHN MORLEY FAMILY FUND THE CLEVELAND FOUNDATION 1422 EUCLID AVE SUITE 1300 CLEVELAND OH 44115 340714588 501 C 3 3873800 0 N/A DISSOLUTION OF THE SALLY AND JOHN MORLEY FAMILY FUND 3 FORM 990, SCHEDULE I, PART I THE FUND REQUIRES GRANT RECIPIENTS TO SUBMIT SCHEDULED NARRATIVE AND FINANCIAL PROGRESS REPORTS ON ACTIVITY RELATED TO THE GRANT ON THE FUND'S GRANT REPORTING FORMS, AS SCHEDULED IN THEIR GRANT AWARD LETTER. GRANT REPORTS ARE AN INTEGRAL PART OF OUR MONITORING AND EVALUATION PROCESS. THE REPORTS ARE REVIEWED BY THE CLEVELAND FOUNDATION STAFF WHO FOLLOW-UP WITH THE FUND'S DIRECTORS IF THERE ARE QUESTIONS OR ISSUES IDENTIFIED BY THIS REVIEW. WE HAVE FOUND THESE FORMS SERVE AS A VALUABLE LEARNING TOOL FOR THE CLEVELAND FOUNDATION STAFF AND THE GRANTEE ORGANIZATION. A CLOSING EVALUATION IS PERFORMED ONCE THE FINAL REPORT IS COMPLETE. 0 0 0 0 0 0 0 0 0 ROSANNE POTTER TREASURER 0 282869 0 0 0 3740 0 34180 0 7688 0 328477 0 0 GINGER F MLAKAR SECRETARY 0 172341 0 0 0 1575 0 17971 0 25522 0 217409 0 0 KATHLEEN HALLISSEY TRUSTEE 0 153807 0 0 0 1393 0 15318 0 28681 0 199199 0 0 CASH 2021-02-08 3873800 CASH 340714588 THE CLEVEALND FOUNDATION 1422 EUCLID AVE SUITE 1300 CLEVELAND OH 44115 501(C)3 CASH 2021-02-08 774760 CASH 741934031 AUSTIN COMMUNITY FOUNDATION 4315 GUADALUPE STREET SUITE 300 AUSTIN TX 78751 509(A)(1) PUBLICLY-SUPPORTED CHARITIES CASH 2021-02-08 774759 CASH 841171836 COMMUNITY FOUNDATION SERVING BOULDER COUNTY 1123 SPRUCE STREET BOULDER CO 80302 501(C)3 0 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: KATHLEEN HALLISSEY, GINGER F. MLAKAR AND ROSANNE POTTER PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: TWO OFFICERS OF THE SALLY AND JOHN MORLEY FAMILY FUND (MORLEY FUND), GINGER F. MLAKAR AND ROSANNE POTTER AND ONE TRUSTEE KATHLEEN HALLISSEY ARE FULL-TIME EMPLOYEES OF THE CLEVELAND FOUNDATION, THE TRANSFEREE OF THE NET ASSETS OF THE MORLEY FUND UPON ITS LIQUIDATION. THE MORLEY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION, AND MS. MLAKAR AND MS. POTTER SERVED AS OFFICER AND MS. HALLISSEY SERVED AS A TRUSTEE OF THE MORLEY FUND AT THE DIRECTION OF THE CLEVELAND FOUNDATION. THEIR EMPLOYMENT WITH THE CLEVELAND FOUNDATION PREDATED THEIR SERVICE AS OFFICERS WITH THE MORLEY FUND. THEY DID NOT RECEIVE COMPENSATION IN THEIR CAPACITY AS OFFICERS/ TRUSTEE OF THE MORLEY FUND. FORM 990, PART VI, SECTION A, LINE 2 THE SALLY AND JOHN MORLEY FAMILY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. CONSEQUENTLY, SOME OF ITS TRUSTEES AND OFFICERS ARE EMPLOYEES OR OFFICERS OF THE CLEVELAND FOUNDATION, COMPENSATED BY THE CLEVELAND FOUNDATION. KATHLEEN HALLISSEY IS A TRUSTEE OF THE SALLY AND JOHN MORLEY FAMILY FUND AND ALSO AN EMPLOYEE OF THE CLEVELAND FOUNDATION. MS. HALLISSEY HAS A BUSINESS RELATIONSHIP WITH GINGER MLAKAR AND ROSANNE POTTER, OFFICERS OF THE SALLY AND JOHN MORLEY FAMILY FUND, BECAUSE MS. HALLISSEY, MS. MLAKAR, AND MS. POTTER ARE EMPLOYEES OF THE CLEVELAND FOUNDATION. IN ADDITION, FOUR MEMBERS OF THE BOARD OF TRUSTEES OF THE SALLY AND JOHN MORLEY FAMILY FUND HAVE A FAMILY REALATIONSHIP: JOHN C MORLEY, SR., JIM MORLEY, DAVID MORLEY AND SPENCE MORLEY. FORM 990, PART VI, SECTION A, LINE 8B THE SALLY AND JOHN MORLEY FAMILY FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B STAFF OF THE CLEVELAND FOUNDATION PREPARES THE FORM 990. THE FORM 990 IS REVIEWED BY AN OFFICER OF THE CLEVELAND FOUNDATION AND ONE OR MORE OFFICERS AND TRUSTEES FOR THE SALLY AND JOHN MORLEY FAMILY FUND. FORM 990, PART VI, SECTION B, LINE 12C LINE 12A, 12B, 12C, 13 AND 14: THE SALLY AND JOHN MORLEY FAMILY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. ACTIVITIES OF THE CLEVELAND FOUNDATION'S SUPPORTING ORGANIZATIONS ARE SUBJECT TO POLICIES FOR SUPPORTING ORGANIZATIONS THE CLEVELAND FOUNDATION HAS IN EFFECT FROM TIME TO TIME TO ENSURE ITS SUPPORTING ORGANIZATIONS OPERATE IN A MANNER CONSISTENT WITH GOVERNING TAX EXEMPTION PRINCIPLES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, SUPPORTING ORGANIZATIONS ARE REQUIRED TO FOLLOW EACH OF THE CONFLICT OF INTEREST, DOCUMENT RENTENION AND WHISTLEBLOWER POLICIES MAINTAINED BY THE CLEVELAND FOUNDATION, UNLESS THE BOARD OF THE SUPPORTING ORGANIZATION (WHICH IN ALL CASES IS CONTROLLED BY THE CLEVELAND FOUNDATION) ADOPTS A FUNCTIONALLY EQUIVALENT POLICY EXPRESSLY IN PLACE OF ONE OF THE FOREGOING POLICIES. THE SALLY AND JOHN MORLEY FAMILY FUND ADOPTED ITS OWN CONFLICT OF INTEREST POLICY AND FOLLOWS THE DOCUMENT RENTENTION AND WHISTLEBLOWER POLICIES OF THE CLEVELAND FOUNDATION. TRUSTEES AND OFFICERS WITH A CONFLICT OF INTEREST UNDER THE POLICY, MUST (I) DISCLOSE THEIR POTENTIAL CONFLICT OF INTEREST AT THE MEETING; (II) PRESENT ANY RELEVANT INFORMATION CONCERNING THE MATTER INVOLVING THE CONFLICT, IF REQUESTED; AND (III) RECUSE THEMSELVES FROM THE MEETING FOR THE DISCUSSION AND VOTE ON THE MATTER PRESENTING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 A AND B: SALLY AND JOHN MORLEY FAMILY FUND HAS NO EMPLOYEES AND DOES NOT COMPENSATE ITS TRUSTEES AND THEREFORE DOES NOT MAINTAIN A PROCESS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE SALLY AND JOHN MORLEY FAMILY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE CLEVELAND FOUNDATION FINANCIAL STATEMENTS ARE PREPARED AND AUDITED ON A CONSOLIDATED BASIS AND INCLUDE THE SUPPORTING ORGANIZATIONS. THE SUPPORTING ORGANIZATIONS ARE RECOGNIZED IN THE FOOTNOTES DISCLOSURE IN THE STATEMENTS. THE CLEVELAND FOUNDATION CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW ON THE FOUNDATION'S WEBSITE. THE SALLY AND JOHN MORLEY FAMILY FUND FORM 990 IS ALSO AVAILABLE UPON REQUEST. THE CLEVELAND FOUNDATION 1422 EUCLID AVENUE SUITE 1300 CLEVELAND OH 44115 340714588 COMMUNITY GRANTMAKING OH 501(C)(3) 8 N/A 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 THE CLEVELAND FOUNDATION B 3873800 CASH