PHYLLIS H & WM H EVANS CHARITABLE FOUNDATION MNU-013BF331006: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PHYLLIS H & WM H EVANS CHARITABLE FOUNDATION MNU-013BF331006 (EIN 34-6512852)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-21
- IRS object ID
- 202102649349100600
- Schema version
- 2020v4.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-21T08:00:23-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
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 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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) |
|---|---|---|
| Business Name Control | PHYL | BusinessNameControlTxt |
| Phone | 2164967313 | 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 | 2021-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACOB J ZEHNDER | PreparerPersonNm |
| PTIN | P01564049 | PTIN |
| Phone | 8445222059 | PhoneNum |
| Preparation | 2021-09-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $852,920 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,159 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,948 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5,889 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,889 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $40,575 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,416 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $145 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,277 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,175 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,201 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,201 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $582,356 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $574,144 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $834,715 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $4 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $600,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $592,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $852,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $597,110 | CapitalStockBOYAmt |
| Capital Stock EOY | $592,349 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,466 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $600,576 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $592,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $600,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $592,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $600,576 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,277 | ExcessRevenueOverExpensesAmt |
| Other Increases | $502 | OtherIncreasesAmt |
| Subtotal | $592,801 | SubtotalAmt |
| Other Decreases | $452 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $592,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 45. ISHARES TR S&P 500 INDEX FD | 2010-09-01 | 2020-12-11 | $16,407 | $4,886 | $11,521 | $11,521 | |
| 157. ISHARES TR RUSSELL MIDCAP INDEX FD | 2010-09-01 | 2020-12-11 | $10,458 | $3,325 | $7,133 | $7,133 | |
| CAPITAL GAIN DIVIDENDS | $1,294 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,294 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,948 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $364 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $364 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $343 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $343 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $21 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4129951769 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $799,390 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $799,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $799,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,991 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $787,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $364 | TotalTaxAmt |
| Distributable Before Adj | $39,006 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,506 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,550 | 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 | $40,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,978 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,978 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,572 | 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 | $36,934 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HATHAWAY BROWN SCHOOL | ||||||||
| 19600 NORTH PARK BLVD | SHAKER HEIGHTS | OH | 44122 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| 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 BOTANICAL GARDEN | ||||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| 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 | $1,000 | |
| 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 | $1,000 | |
| HEROES VOICES | ||||||||
| 135 TERRA VISTA | SAN FRANCISCO | CA | 94115 | NONE | PC | GENERAL SUPPORT | $500 | |
| IDEASTREAM | ||||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| 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 | $1,000 | |
| VOCATIONAL GUIDANCE SERVICES | ||||||||
| 2239 EAST 55 STREET | CLEVELAND | OH | 44115 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WESTERN RESERVE LAND | ||||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NONE | PC | GENERAL SUPPORT | $1,000 | CONSERVANCY |
| 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 | $1,000 | |
| RAINEY INSTITUTE | ||||||||
| 1705 EAST 55 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 | |
| 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 | $500 | |
| NEIGHBORHOOD PETS OUTREACH & RESOURCE | ||||||||
| 3711 E 65TH STREET | CLEVELAND | OH | 44105 | NONE | PC | GENERAL SUPPORT | $750 | CENTER |
| GREATER CLEVELAND FOOD BANK INC | ||||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | GENERAL | $1,000 | |
| CLEVELAND BALLET | ||||||||
| 23030 MILES ROAD | CLEVELAND | OH | 44128 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| THE NATURE CONSERVANCY | ||||||||
| PO BOX 440400 | ST LOUIS | MO | 63144 | NONE | PC | GENERAL | $1,000 | |
| TORCHLIGHT YOUTH MENTORING | ||||||||
| 8 NORTH STATE STREET STE 360 | PAINESVILLE | OH | 44077 | NONE | PC | GENERAL SUPPORT | $1,500 | ALLIANCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,350 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,738 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,948 | 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 | $5,889 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,575 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,575 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | ACCUMULATED INSURANCE INCOME | RelationshipStatementTxt |
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 |
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 (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | |||
| MUTUAL FUNDS - EQUITY | |||
| MASS MUTUAL INSURANCE | AT COST | $129,596 | $129,596 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $67,426 | $233,117 |
| 464287226 ISHARES CORE US AGGR | AT COST | $28,633 | $31,320 |
| 464287234 ISHARES MSCI EMERGIN | AT COST | $9,835 | $13,228 |
| 464287465 ISHARES MSCI EAFE ET | AT COST | $72,526 | $73,981 |
| 464287499 ISHARES RUSSELL MID- | AT COST | $13,449 | $43,529 |
| 464287655 ISHARES RUSSELL 2000 | AT COST | $10,123 | $25,488 |
| 464288802 ISHARES MSCI USA ESG | AT COST | $49,914 | $70,977 |
| 921929204 VANGUARD OHIO TAX FR | AT COST | $192,642 | $213,479 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| XXX-XX-XXXX CONNECTICUT MUTUAL L | $1 | $1 |
| XXX-XX-XXXX CONNECTICUT MUTUAL L | $1 | $1 |
| XXX-XX-XXXX CONNECTICUT MUTUAL L | $1 | $1 |
| XXX-XX-XXXX CONNECTICUT MUTUAL L | $1 | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2020 TRANSACTIONS POSTED IN 2021 | Desc |
| Amt | $452 | Amt |
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 |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCUMULATED INSURANCE INCOME | Desc |
| Revenue And Expenses Per Books | $5,889 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,889 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING ADJUSTMENT | $2 |
| RECOVERY OF GRANTS | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC AGENT FOR TRUSTEE FEES | CategoryTxt |
| Amt | $8,096 | Amt |
| Net Investment Income | $8,096 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $61 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $135 | $135 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $10 | $10 | $0 |