PHYLLIS H & WM H EVANS CHARITABLE FOUNDATION MNU-013BF331006: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PHYLLIS H & WM H EVANS CHARITABLE FOUNDATION MNU-013BF331006 (EIN 34-6512852)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-07
- IRS object ID
- 202243119349100749
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-07T13:09:55-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 346512852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GLENMEDE TRUST COMPANY NA | InCareOfNm |
| Business Name Control | PHYL | BusinessNameControlTxt |
| Phone | 4129951769 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2829 FOREST LANE | AddressLine1Txt |
| City | WILLOUGHBY HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440949109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELINORE EVANS HOKE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2164967313 | PhoneNum |
| Signature | 2022-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELINORE | PersonFirstNm |
| Person Last | EVANS HOKE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURIE ADATEPE | PreparerPersonNm |
| PTIN | P00038493 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2022-09-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,016,721 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,639 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $381,798 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,639 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,608 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,608 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $113,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,444 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,016 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $450 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,944 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $63,401 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,201 | CashBOYAmt |
| Cash EOY | $10,658 | CashEOYAmt |
| Cash EOYFMV | $10,658 | CashEOYFMVAmt |
| Other Investments BOY | $574,144 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $645,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,006,063 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4 | OtherAssetsBOYAmt |
| Total Assets BOY | $592,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $655,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,016,721 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $592,349 | CapitalStockBOYAmt |
| Capital Stock EOY | $655,660 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $592,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $655,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $592,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $655,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $592,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $63,401 | ExcessRevenueOverExpensesAmt |
| Other Increases | $452 | OtherIncreasesAmt |
| Subtotal | $656,202 | SubtotalAmt |
| Other Decreases | $542 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $655,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,639 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,362 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,362 | SubtotalAmt |
| Tax Based On Investment Income | $1,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $364 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,706 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,070 | TotalPaymentsAndCreditsAmt |
| Overpayment | $708 | OverpaymentAmt |
| Applied To ES Tax | $708 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2165147862 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELINORE I EVANS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2829 FOREST LANE | AddressLine1Txt |
| City | WILLOUGHBY HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440949109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $932,319 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $932,319 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $932,319 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,985 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $918,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,362 | TotalTaxAmt |
| Distributable Before Adj | $44,555 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,555 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,555 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $38,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,555 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,934 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $38,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,934 | AppliedToYear1Amt |
| Applied To Current Year | $1,116 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $43,439 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HATHAWAY BROWN SCHOOL | |||||||
| 19600 NORTH PARK BLVD | SHAKER HEIGHTS | OH | 44122 | NONE | PC | GENERAL SUPPORT | $4,000 |
| MASTERS SCHOOL | |||||||
| PO BOX 94680 | CLEVELAND | OH | 44101 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MADEIRA FUND | |||||||
| 8328 GEORGETOWN PLACE | MCLEAN | VA | 22102 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MERCADO GLOBAL | |||||||
| 33 NASSAU AVENUE | BROOKLYN | NY | 11222 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FREEDOM IN CREATION | |||||||
| 3220 DYE DRIVE | FALLS CHURCH | VA | 22042 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 17 NORTH STATE STREET | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $500 |
| BOYS AND GIRLS CLUB OF CLEVELAND | |||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $500 |
| CLEVELAND PLAYHOUSE | |||||||
| 1901 EAST 13TH STREET | CLEVELAND | OH | 44114 | NONE | PC | GENERAL SUPPORT | $1,500 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 526 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | NONE | PC | GENERAL SUPPORT | $1,500 |
| CORNUCOPIA INSTITUTE | |||||||
| PO BOX 126 | CORNUCOPIA | WI | 54827 | NONE | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 10118 HAMPDEN AVENUE | CLEVELAND | OH | 44108 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GREAT LAKES THEATER | |||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $500 |
| HEROES VOICES | |||||||
| 135 TERRA VISTA | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL SUPPORT | $750 |
| IDEASTREAM | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JFSA ASCENTIA PETER HOKE FUND | |||||||
| 3659 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATIONAL TROPICAL BOTANICAL GARDEN | |||||||
| 4425 LAWAI ROAD | KOLOG | HI | 96756 | NONE | PC | GENERAL SUPPORT | $500 |
| OHIO ENVIRONMENTAL COUNCIL | |||||||
| 1207 GRANDVIEW AVENUE | COLUMBUS | OH | 43212 | NONE | PC | GENERAL SUPPORT | $1,500 |
| PLANNED PARENTHOOD FEDERATION | |||||||
| 206 EAST STATE STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOLDEN ARBORETUM | |||||||
| 9550 SPERRY ROAD | WILLOUGHBY | OH | 44094 | NONE | PC | GENERAL SUPPORT | $1,500 |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NONE | PC | GENERAL SUPPORT | $1,000 |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| 1361 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $1,500 |
| CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $500 |
| RAINEY INSTITUTE | |||||||
| 1705 EAST 55TH STREET | CLEVELAND | OH | 44105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| RENEE JONES EMPOWERMENT CENTER | |||||||
| PO BOX 609 | PITTSBURGH | PA | 15230 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COMMUNITY BOATING CENTER INC | |||||||
| 1641 PADANARAM AVE | NEW BEDFORD | MA | 02740 | NONE | PC | GENERAL SUPPORT | $1,000 |
| THE MUSIC SETTLEMENT | |||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD | GLEN ROCK | NJ | 07452 | NONE | PC | GENERAL SUPPORT | $100 |
| SHAKER LAKES NATURE CENTER | |||||||
| 2600 S PARK BLVD | SHAKER HEIGHTS | OH | 44120 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NEIGHBORHOOD PETS OUTREACH & RESOURCE CENTER | |||||||
| 3711 E 65TH STREET | CLEVELAND | OH | 44105 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GREATER CLEVELAND FOOD BANK INC | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND BALLET | |||||||
| 23030 MILES ROAD | CLEVELAND | OH | 44128 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TORCHLIGHT YOUTH MENTORING ALLIANCE | |||||||
| 8 NORTH STATE STREET STE 360 | PAINESVILLE | OH | 44077 | NONE | PC | GENERAL SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,639 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,608 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,345 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,345 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL REQUIRES THAT CHARITABLE ORGANIZATIONS OPERATING OR ORGANIZED WITHIN THE STATE SUBMIT AN ANNUAL REGISTRATION THROUGH AN ONLINE PORTAL THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THE TRUST COMPLETES THIS REGISTRATION AS REQUIRED IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO COMPLY WITH THE SPECIFIC REPORTING INSTRUCTIONS OF THE STATE OF OHIO. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD SHORT-TERM | AT COST | $225,760 | $223,896 |
| ISHARES MSCI USA ESG SELECT | AT COST | $49,914 | $91,588 |
| ISHARES RUSSELL MIDCAP INDEX | AT COST | $22,243 | $62,174 |
| ISHARES S&P 500 INDEX FUND | AT COST | $43,757 | $192,227 |
| ISHARES TRUST RUSSELL 2000 | AT COST | $10,123 | $28,919 |
| ISHARES MSCI EAFE INDEX | AT COST | $92,581 | $99,530 |
| ISHARES MSCI EMERGING MKT | AT COST | $30,160 | $30,971 |
| PGIM SELECT REAL ESTATE | AT COST | $15,440 | $15,547 |
| VIRTUS DUFF & PHELPS GLOBAL | AT COST | $25,428 | $25,853 |
| MASS MUTUAL INSURANCE | AT COST | $129,596 | $235,358 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 TRANSACTIONS POSTED IN 2022 | $538 |
| ROUNDING | $4 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2020 TRANSACTIONS POSTED IN 2021 | Desc |
| Amt | $452 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $11,444 | Amt |
| Net Investment Income | $11,016 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $49 | $49 |
| FEDERAL TAX PAYMENT - PRIOR YE | $21 | |
| FEDERAL ESTIMATES - PRINCIPAL | $364 | |
| FOREIGN TAXES ON QUALIFIED FOR | $14 | $14 |
| FOREIGN TAXES ON NONQUALIFIED | $2 | $2 |