SAINT LUKES FOUNDATION OF CLEVELAND OHIO: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAINT LUKES FOUNDATION OF CLEVELAND OHIO (EIN 34-0714513)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349105080
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T13:21:17-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LAKESIDE AVE SUITE 200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141152 | 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 | 340714513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAINT LUKE'S FOUNDATION OF CLEVELAND OH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAIN | BusinessNameControlTxt |
| Phone | 2164318010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11327 SHAKER BLVD STE NO 600W | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY L TRAMBLE SR | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2164318010 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | TRAMBLE SR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R BRUCE MCAULIFFE | PreparerPersonNm |
| PTIN | P00359586 | PTIN |
| Phone | 2165231900 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $208,484,161 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,172 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $636,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,006,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,739,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,088,787 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,739,446 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,379,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,745,724 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $319,638 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $294,498 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $760,475 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $810,581 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $278,122 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $278,122 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,587 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,587 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $74,385 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $74,385 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,172,727 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $729,078 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $79,110 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $37,592 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $127,790 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $127,790 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,135 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,135 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $197,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $197,486 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,076,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $729,078 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,865,694 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,512,486 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,512,486 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,588,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $729,078 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,378,180 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,209,348 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,016,646 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,894,471 | CashBOYAmt |
| Cash EOY | $1,397,591 | CashEOYAmt |
| Cash EOYFMV | $1,397,591 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $159,680 | SavAndTempCashInvstBOYAmt |
| Prepaid Expenses BOY | $17,362 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $22,922 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $22,922 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $141,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $184,072,636 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $206,626,829 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $206,626,829 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $832,648 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $642,018 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $230,200 | LandBOYAmt |
| Land EOY | $190,630 | LandEOYAmt |
| Land EOYFMV | $190,630 | LandEOYFMVAmt |
| Other Assets BOY | $258,348 | OtherAssetsBOYAmt |
| Other Assets EOY | $246,189 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $246,189 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $186,774,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $208,484,161 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $208,484,161 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $619,781 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $370,596 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $43,639 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $60,421 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $663,420 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $431,017 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $177,314,489 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $199,165,795 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,796,299 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,887,349 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,110,788 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $208,053,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,774,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $208,484,161 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,110,788 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,209,348 | ExcessRevenueOverExpensesAmt |
| Other Increases | $24,151,704 | OtherIncreasesAmt |
| Subtotal | $208,053,144 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $208,053,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAMBRIDGE COMMINGLED FUND | P | 2019-01-01 | 2020-12-31 | $16,044,521 | $16,392,354 | -$347,833 | -$347,833 |
| CAMBRIDGE COMMON STOCK | P | 2019-01-01 | 2020-12-31 | $8,678,638 | $8,285,891 | $392,747 | $392,747 |
| CAMBRIDGE DEPOSITORY RECEIPT | P | 2019-01-01 | 2020-12-31 | $502,339 | $477,585 | $24,754 | $24,754 |
| CAMBRIDGE FINANCIAL COMMODITY FUTURE | P | 2019-01-01 | 2020-12-31 | $270,161 | $270,161 | $270,161 | |
| CAMBRIDGE HEDGE FUND | P | 2019-01-01 | 2020-12-31 | $2,097,699 | $1,714,177 | $383,522 | $383,522 |
| CAMBRIDGE MUTUAL FUND OPEN END | P | 2019-01-01 | 2020-12-31 | $789,998 | $789,998 | $789,998 | |
| CAMBRIDGE PHYSICAL INDEX FUTURE | P | 2019-01-01 | 2020-12-31 | $1,286,401 | $1,286,401 | $1,286,401 | |
| CAMBRIDGE PRIVATE EQUITY FUND | P | 2019-01-01 | 2020-12-31 | $6,419,030 | $2,197,496 | $4,221,534 | $4,221,534 |
| CAMBRIDGE RIGHTS | P | 2019-01-01 | 2020-12-31 | $10,025 | -$10,025 | -$10,025 | |
| PUBLIC SECURITIES | P | 2019-01-01 | 2020-12-31 | $271,813 | -$271,813 | -$271,813 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,739,446 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97,531 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,531 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,531 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $260,768 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $260,768 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $163,237 | OverpaymentAmt |
| Applied To ES Tax | $163,237 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SAINTLUKESFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH HONOLD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2164318010 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11327 SHAKER BLVD STE NO 600W | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TERRY ALLAN | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | SECRETARY | 1.00 | $0 | $0 | $0 |
| LUIS CARTAGENA | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TREASURER | 1.00 | $0 | $0 | $0 |
| DIANA CENTENO-GOMEZ | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAWANZA COLVIN | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| JEFFREY K PATTERSON | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| COLLEEN M COTTER | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | BOARD CHAIR | 4.00 | $0 | $0 | $0 |
| JANUS SMALL | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EMILY DRAKE | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | VICE CHAIR | 1.00 | $0 | $0 | $0 |
| ANN FARRALL | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KHALILAH WORLEY | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATRICK KANARY | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GEORGE MATEYO | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LORI MCCLUNG | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TIMOTHY MILANICH | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANN O'BRIEN | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ZULMA ZABALA | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE GOODMAN | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | PREDECESSOR PRESIDENT AND CEO | 40.00 | $160,566 | $7,185 | $0 |
| ROBERT FISCHER | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHARYNA CLOUD | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TIMOTHY L TRAMBLE SR | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | SUCCESSOR PRESIDENT AND CEO | 40.00 | $119,207 | $4,395 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| HEATHER TOROK | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | VICE PRESIDENT FOR P | 40.00 | $184,683 | $18,136 | $0 |
| ELIZABETH HONOLD | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | FINANCE DIRECTOR | 30.00 | $141,118 | $7,427 | $0 |
| CHRISTIE MANNING | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | SENIOR PROGRAM OFFIC | 40.00 | $120,146 | $21,711 | $0 |
| KATHLEEN DEAN | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | SR DIR - EVAL, OUTCO | 40.00 | $121,402 | $5,125 | $0 |
| KRISTEN SUMMERS | ||||||||
| 11327 SHAKER BOULEVARD SUITE 600W | CLEVELAND | OH | 44104 | SENIOR GRANTS MANAGE | 40.00 | $82,356 | $23,161 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET OLIVER STREET TOWER | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENTS | ServiceTypeTxt |
| Compensation | $519,033 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $175,650,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,487,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $91,777 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $177,229,173 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $177,229,173 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,658,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $174,570,735 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,728,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,728,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,531 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,531 | TotalTaxAmt |
| Distributable Before Adj | $8,631,006 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,631,006 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,631,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,378,180 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,378,180 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,378,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,631,006 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,293,368 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,446,469 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,999,527 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $201,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,940,720 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,378,180 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,378,180 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $252,826 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $252,826 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,687,894 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,040,542 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,647,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,446,469 | ExcessFromYear4Amt |
| Excess From Year3 | $4,999,527 | ExcessFromYear3Amt |
| Excess From Year1 | $201,356 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOR QUESTIONS CONTACT KRISTEN SUMME | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11327 SHAKER BLVD STE 600W | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2164318010 | RecipientPhoneNum |
| Recipient Email Address | WWW.SAINTLUKESFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL APPLICATIONS ARE ACCEPTED VIA ONLINE APPLICATION FOUND AT WWW.SAINTLUKESFOUNDATION.ORG. PAPER COPIES ARE NOT ACCEPTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION DOES NOT FUND: - INDIVIDUALS - RELIGIOUS ORGANIZATIONS FOR RELIGIOUS OR EVANGELICAL PURPOSES - PROJECTS OUTSIDE CUYAHOGA COUNTY THAT DO NOT DIRECTLY BENEFIT CUYAHOGA COUNTY RESIDENTS - FUNDRAISING EVENTS - ENDOWMENT FUNDS - BIOMEDICAL RESEARCH - DEBT RETIREMENT OR REDUCTION - FUNDING SHORTFALLS - LOBBYING - PRIVATE FOUNDATIONS OR PUBLIC CHARITIES WITH A 509(A)(3), TYPE III., NON-FUNCTIONALLY INTEGRATED DESIGNATED WITH THE IRS. - ORGANIZATIONS THAT IN THEIR CONSTITUTION, BY-LAWS OR PRACTICES DISCRIMINATE AGAINST A PERSON OR GROUP ON THE BASIS OF AGE, RACE, NATIONAL ORIGIN, ETHNICITY, GENDER, DISABILITY, SEXUAL ORIENTATION, POLITICAL AFFILIATION OR RELIGIOUS BELIEF | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPTION NETWORK CLEVELAND | |||||||
| 4614 PROSPECT AVE SUITE 550 | CLEVELAND | OH | 44103 | NONE | PC | ADOPTION NETWORK CLEVELAND PROGRAMS FOR ADOPTIVE, FOSTER AND KINSHIP CHILDREN AND FAMILIES | $43,000 |
| BEAUTIFUL FLOWERS INC | |||||||
| 2910 WARRENSVILLE CENTER RD | SHAKER HEIGHTS | OH | 44122 | NONE | PC | ENTREPRENEUR 180 COURSE FOR ASPIRING AND NEW ENREPRENEURS | $15,000 |
| BETTER HEALTH PARTNERSHIP | |||||||
| PO BOX 609655 | CLEVELAND | OH | 44109 | NONE | PC | OPERATING SUPPORT | $56,500 |
| BIRTHING BEAUTIFUL COMMUNITIES | |||||||
| 1464 EAST 105 | CLEVELAND | OH | 44106 | NONE | PC | OPERATING SUPPORT | $45,000 |
| BLACK PROFESSIONAL ASSOCIATION CHARITABLE FOUNDATION INC | |||||||
| 2930 PROSPECT AVE E | CLEVELAND | OH | 441152608 | NONE | PC | 40TH ANNIVERSARY GALA SUPPORT FOR SCHOLARSHIPS | $15,000 |
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | |||||||
| 6114 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | PC | OPERATING SUPPORT | $96,000 |
| BURTEN BELL CARR DEVELOPMENT INC | |||||||
| 7201 KINSMAN ROAD | CLEVELAND | OH | 44104 | NONE | PC | IN HONOR OF ANNE GOODMAN | $5,000 |
| BURTEN BELL CARR DEVELOPMENT INC | |||||||
| 7201 KINSMAN ROAD | CLEVELAND | OH | 44104 | NONE | PC | COVID-19 RESPONSE TO CREATION OF PPE | $500 |
| BURTEN BELL CARR DEVELOPMENT INC | |||||||
| 7201 KINSMAN ROAD | CLEVELAND | OH | 44104 | NONE | PC | BUCKEYE SHAKER COMMUNITY DEVELOPMENT SERVICES STRATEGY | $286,476 |
| BURTEN BELL CARR DEVELOPMENT INC | |||||||
| 7201 KINSMAN ROAD | CLEVELAND | OH | 44104 | NONE | PC | EAST 128TH ST. BLOCK CLUB ASSOC. LARRY MANNO MEMORIAL ROSE GARDEN PROJECT | $7,000 |
| CALVARY HILL EDUCATIONAL CENTER DBA BUCKEYE MINISTRY IN MISSIONS ALLIANCE | |||||||
| 2765 WOODHILL RD | CLEVELAND | OH | 44104 | NONE | PC | BUCKEYE POCKET PARKS CARE (YEAR 2) | $5,700 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 441067232 | NONE | PC | COVID19 INFECTION PREVENTION PRACTICE EDUCATIONAL MATERIALS FOR SLF TARGET NEIGHBORHOODS | $15,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| OFFICE OF FOUNDATION RELATIONS | CLEVELAND | OH | 441067232 | NONE | PC | FOR PERI (PARTNERSHIP FOR EVALUATION, RESEARCH AND IMPLEMENTATION)/ IN HONOR OF ANNE GOODMAN | $5,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| OFFICE OF FOUNDATION RELATIONS | CLEVELAND | OH | 441067232 | NONE | PC | FIRST YEAR CLEVELAND EQUITY STRATEGY PLAN 2021-2023 | $50,000 |
| CENTERS FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | NONE | PC | IMPROVING WRAPAROUND SERVICES AT HARVEY RICE | $70,000 |
| CHILDREN'S DEFENSE FUND-OHIO | |||||||
| 395 E BROAD STREET SUITE 330 | COLUMBUS | OH | 43215 | NONE | PC | 2020 CENSUS - AWARENESS BUILDING IN HARD TO COUNT COMMUNITIES | $20,000 |
| CHN HOUSING CAPITAL | |||||||
| 2999 PAYNE AVE | CLEVELAND | OH | 44114 | NONE | PC | PRI AND GRANT FOR LEAD SAFE CLEVELAND COALITION LOAN FUND | $150,000 |
| CHN HOUSING PARTNERS | |||||||
| 2999 PAYNE AVE SUITE 306 | CLEVELAND | OH | 44114 | NONE | PC | STRATEGIC INITIATIVES IN ECONOMIC MOBILITY | $105,000 |
| CITY CLUB OF CLEVELAND | |||||||
| 850 EUCLID AVE | CLEVELAND | OH | 441143304 | NONE | PC | HEALTH EQUITY SERIES | $22,500 |
| CITY YEAR | |||||||
| 3615 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | NONE | PC | AMERICORPS MEMBERS TO SEE JUST MERCY | $700 |
| CITY YEAR | |||||||
| 3615 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | NONE | PC | WHOLE SCHOOL WHOLE CHILD AT HARVEY RICE SCHOOL AND JOHN ADAMS COLLEGE AND CAREER ACADEMY | $35,000 |
| CLEVELAND CITY PLANNING COMMISSION | |||||||
| 601 LAKESIDE AVE | CLEVELAND | OH | 44114 | NONE | PC | BUCKEYE ROAD TLCI | $10,000 |
| CLEVELAND LEADERSHIP CENTER | |||||||
| PO BOX 23613 | CLEVELAND | OH | 44022 | NONE | PC | DEVELOPING LEADERSHIP FOR OUR COMMUNITY | $7,000 |
| CLEVELAND LEADERSHIP CENTER | |||||||
| PO BOX 23613 | CLEVELAND | OH | 44022 | NONE | PC | IN HONOR OF ANNE GOODMAN | $5,000 |
| CLEVELAND NEIGHBORHOOD PROGRESS INC | |||||||
| 11327 SHAKER BOULEVARD SUITE 500W | CLEVELAND | OH | 44104 | NONE | PC | ADVANCING COMPREHENSIVE COMMUNITY DEVELOPMENT | $100,000 |
| CLEVELAND NEIGHBORHOOD PROGRESS INC | |||||||
| 11327 SHAKER BOULEVARD SUITE 500W | CLEVELAND | OH | 44104 | NONE | PC | FISCAL SPONSORSHIP - MOUNT PLEASANT FINANCIAL AND ASSET MANAGEMENT CAPACITY DEVELOPMENT | $100,000 |
| CLEVELAND NEIGHBORHOOD PROGRESS INC | |||||||
| 11327 SHAKER BOULEVARD SUITE 500W | CLEVELAND | OH | 44104 | NONE | PC | ADVANCING COMPREHENSIVE COMMUNITY DEVELOPMENT | $81,000 |
| CLEVELAND POLICE FOUNDATION | |||||||
| 2301 PAYNE AVENUE SUITE 201 | CLEVELAND | OH | 44114 | NONE | PC | 2020 FOURTH DISTRICT CULTURAL TRANSFORMATION PROJECT | $110,000 |
| CLEVELAND PUBLIC THEATRE | |||||||
| 6415 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | PC | CLEVELAND ACT NOW (FORMERLY BRICK CITY THEATRE) AT WOODHILL HOMES | $9,495 |
| CLEVELAND TRANSFORMATION ALLIANCE | |||||||
| 1240 HURON RD SUITE 400 | CLEVELAND | OH | 44115 | NONE | PC | CLEVELAND TRANSFORMATION ALLIANCE AMBASSADOR PROGRAM | $7,000 |
| COLLEGE NOW GREATER CLEVELAND INC | |||||||
| 1500 WEST 3RD STREET STE 125 | OHIO | OH | 44113 | NONE | PC | ADULT PROGRAMS & SERVICES | $50,000 |
| CUYAHOGA METROPOLITAN HOUSING AUTHORITY | |||||||
| 8120 KINSMAN AVE | CLEVELAND | OH | 44104 | NONE | PC | IN HONOR OF DR. ARTHUR LAVIN/GIFT TO THE EARLY CHILDHOOD LEARNING CENTER AT WOODHILL HOMES | $5,000 |
| CUYAHOGA METROPOLITAN HOUSING AUTHORITY | |||||||
| 8120 KINSMAN AVE | CLEVELAND | OH | 44104 | NONE | PC | POLICE ASSISTED REFERRAL PROGRAM (PAR) | $103,850 |
| CUYAHOGA METROPOLITAN HOUSING AUTHORITY | |||||||
| 8120 KINSMAN AVE | CLEVELAND | OH | 44104 | NONE | PC | BUCKEYE-WOODHILL CHOICE NEIGHBORHOOD IMPLEMENTATION | $200,000 |
| DOAN BROOK WATERSHED PARTNERSHIP | |||||||
| 12200 FAIRHILL RD | CLEVELAND | OH | 44120 | NONE | PC | OPERATING SUPPORT | $25,000 |
| DOMESTIC VIOLENCE AND CHILD ADVOCACY CENTER | |||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | NONE | PC | COVID19 SURGE RESPONSE | $10,000 |
| DOMESTIC VIOLENCE AND CHILD ADVOCACY CENTER | |||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | NONE | PC | OPERATING SUPPORT | $105,000 |
| EAST END NEIGHBORHOOD HOUSE | |||||||
| 2749 WOODHILL ROAD | CLEVELAND | OH | 44104 | NONE | PC | COVID19 EMERGENCY RESPONSE | $25,000 |
| EAST END NEIGHBORHOOD HOUSE | |||||||
| 2749 WOODHILL ROAD | CLEVELAND | OH | 44104 | NONE | PC | "OPERATING SUPPORT " | $130,000 |
| EAST END NEIGHBORHOOD HOUSE | |||||||
| 2749 WOODHILL ROAD | CLEVELAND | OH | 44104 | NONE | PC | THE UBUNTU GATHERING PLACE | $50,000 |
| ECONOMIC GROWTH FOUNDATION | |||||||
| 1240 HURON RD | CLEVELAND | OH | 44115 | NONE | PC | NONPROFIT SUPPORT TO ACCESS PPP (PAYROLL PROTECTION PLAN) VIA THE CARES ACT | $5,000 |
| EDWINS LEADERSHIP & RESTAURANT INSTITUTE | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | NONE | PC | OPERATING SUPPORT- CULINARY CAREER PATHWAYS LEADING TO FAIR AND EQUAL FUTURES | $66,500 |
| EMERALD DEVELOPMENT & ECONOMIC NETWORK INC | |||||||
| 7812 MADISON AVE | CLEVELAND | OH | 44102 | NONE | PC | OPERATING SUPPORT | $40,000 |
| ENTERPRISE COMMUNITY PARTNERS | |||||||
| 1360 E 9TH STREET SUITE 510 | CLEVELAND | OH | 44106 | NONE | PC | ENTERPRISE LEAD POISONING PREVENTION INITIATIVE | $143,000 |
| ENVIRONMENTAL HEALTH WATCH | |||||||
| 5802 DETROIT AVE STE 1U | CLEVELAND | OH | 44102 | NONE | PC | OPERATING SUPPORT | $68,000 |
| ESPERANZA INCORPORATED | |||||||
| 3104 WEST 25 STREET | CLEVELAND | OH | 44109 | NONE | PC | ESPERANZA: FAMILY ENGAGEMENT IN EDUCATION | $118,000 |
| EUCLID PUBLIC LIBRARY | |||||||
| 631 EAST 22ND STREET | EUCLID | OH | 44123 | NONE | PC | COUNT ON US: A COLLABORATIVE PROJECT OF LIBRARIES ACROSS NORTHEAST OHIO | $15,000 |
| FAIRHILL PARTNERS | |||||||
| 12200 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | PC | OPERATING SUPPORT | $47,000 |
| FAMILY CONNECTIONS | |||||||
| 19824 SUSSEX ROAD | SHAKER HEIGHTS | OH | 44120 | NONE | PC | OPERATING SUPPORT | $52,000 |
| FAMILY PROMISE | |||||||
| 3470 EAST 152ND STREET | CLEVELAND | OH | 44120 | NONE | PC | GENERAL OPERATING | $45,000 |
| GOLDENROD MONTESSORI | |||||||
| 12202 SUMMERLAND AVE | CLEVELAND | OH | 44111 | NONE | PC | GOLDENROD MONTESSORI PROGRAM FUNDS | $12,000 |
| GREATER CLEVELAND CONGREGATIONS | |||||||
| 6114 FRANCIS AVE | CLEVELAND | OH | 44127 | NONE | PC | OPERATING SUPPORT | $47,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | COVID RESPONSE | $25,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | IN HONOR OF ANNE GOODMAN | $10,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | STRATEGIC PLAN IMPLEMENTATION | $309,000 |
| GREATER CLEVELAND HABITAT FOR HUMANITY | |||||||
| 2110 WEST 110TH STREET | CLEVELAND | OH | 44102 | NONE | PC | EMERGENCY MORTGAGE RELIEF FUND (IN LIGHT OF COVID) | $12,000 |
| GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION | |||||||
| 1814 EAST 40TH STREET | CLEVELAND | OH | 44103 | NONE | PC | CLOTH MASKS FOR UNDER-RESOURCED COMMUNITIES: COVID-19 CLEVELAND | $25,000 |
| GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION | |||||||
| 1814 EAST 40TH STREET | CLEVELAND | OH | 44103 | NONE | PC | IN HONOR OF ANNE GOODMAN | $10,000 |
| GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION | |||||||
| 1814 EAST 40TH STREET | CLEVELAND | OH | 44103 | NONE | PC | CLEVELAND VOTES, FISCALLY SPONSORED BY GCNCA (GENERAL OPERATING SUPPORT) | $71,250 |
| HEALTH POLICY INSTITUTE OF OHIO | |||||||
| 140 EAST TOWN STREET | COLUMBUS | OH | 43215 | NONE | PC | OPERATING SUPPORT | $113,000 |
| HFLA OF NORTHEAST OHIO | |||||||
| 23300 CHAGRIN BLVD SUITE 204 | BEACHWOOD | OH | 44122 | NONE | PC | GENERAL OPERATING SUPPORT IN REPSONSE TO COVID-19 | $25,000 |
| HFLA OF NORTHEAST OHIO | |||||||
| 23300 CHAGRIN BLVD SUITE 204 | BEACHWOOD | OH | 44122 | NONE | PC | OPERATING SUPPORT | $33,250 |
| HOME REPAIR RESOURCE CENTER | |||||||
| 2520 NOBLE ROAD | CLEVELAND HEIGHTS | OH | 44121 | NONE | PC | CONTINUING TO BUILD STRONGER NEIGHBORHOODS INITIATIVE | $30,000 |
| IOBY | |||||||
| 540 PRESIDENT STREET | BROOKLYN | NY | 11215 | NONE | PC | IOBY CLEVELAND OPERATING SUPPORT 2019-2020 | $38,000 |
| JARVIS GIBSON FOUNDATION | |||||||
| PO BOX 6673 | CLEVELAND | OH | 44101 | NONE | PC | GO TO HIGH SCHOOL GO TO COLLEGE/HONORABLE MEN OF TOMORROW MENTORING PROGRAM | $12,000 |
| LAND STUDIO | |||||||
| 1939 W 25TH STREET 200 | CLEVELAND | OH | 44113 | NONE | PC | LAND STUDIO 2020 PROJECT AND PROGRAM DELIVERY | $90,000 |
| MENTAL HEALTH AND ADDICTION ADVOCACY COALITION | |||||||
| 4500 EUCLID AVE | CLEVELAND | OH | 44103 | NONE | PC | OPERATING SUPPORT | $72,000 |
| METROHEALTH FOUNDATION | |||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | NONE | PC | INSTITUTE FOR H.O.P.E. (HEALTH, OPPORTUNITY, PARTNERSHIP AND EMPOWERMENT)/ IN HONOR OF ANNE GOODMAN | $10,000 |
| MT PLEASANT NOW DEVELOPMENT CORPORATION | |||||||
| 13815 KINSMAN AVENUE | CLEVELAND | OH | 44120 | NONE | PC | THE MT. PLEASANT NOW 2020 ACTION PLAN | $15,000 |
| NEIGHBORHOOD LEADERSHIP INSTITUTE | |||||||
| 5246 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | PC | CIVIC EDUCATION/LEADERSHIP DEVELOPMENT | $50,000 |
| ORGANIZEOHIO | |||||||
| 3500 LORAIN 501A | CLEVELAND | OH | 44113 | NONE | PC | MURAL PROJECT: YOUTH REFLECT ON COMMUNITY AND CELEBRATE E. 130TH STREET THROUGH PUBLIC ART | $7,000 |
| PASSAGES CONNECTING FATHERS AND SONS INC | |||||||
| 4600 CARNEGIE AVE | CLEVELAND | OH | 44103 | NONE | PC | JOBS FOR DADS AND MOMS (JFDM) | $73,000 |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT STREET SUITE 900 | COLUMBUS | OH | 432157628 | NONE | PC | 2019 PHILANTHROPY OHIO GENERAL OPERATING SUPPORT | $20,000 |
| POLICY MATTERS OHIO | |||||||
| 3631 PERKINS AVENUE SUITE 4C-EAST | CLEVELAND | OH | 44114 | NONE | PC | OPERATING SUPPORT | $110,000 |
| SEE YOU AT THE TOP | |||||||
| 4550 LEE ROAD | CLEVELAND | OH | 44122 | NONE | PC | IN HONOR OF ANNE GOODMAN | $5,000 |
| SEE YOU AT THE TOP | |||||||
| 4550 LEE ROAD | CLEVELAND | OH | 44122 | NONE | PC | OPERATING SUPPORT | $36,000 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH ST STE 3 | CLEVELAND | OH | 44109 | NONE | PC | PC'S FOR EASTSIDE LOCATION | $11,220 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH ST STE 3 | CLEVELAND | OH | 44109 | NONE | PC | OPERATING SUPPORT | $40,000 |
| STANDUP FOR CHANGE | |||||||
| 7100 KINSMAN RD | CLEVELAND | OH | 44104 | NONE | PC | NO INVISIBLE PEOPLE | $15,000 |
| SUITE 1300 SERVICES INC DBA NEIGHBORHOOD CONNECTIONS | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | NONE | PC | FOOD ACCESS RAISES EVERYONE | $15,000 |
| SUITE 1300 SERVICES INC DBA NEIGHBORHOOD CONNECTIONS | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | NONE | PC | COVID RESPONSE, MINI GRANTS FOR RESIDENT NEEDS | $25,000 |
| SUITE 1300 SERVICES INC DBA NEIGHBORHOOD CONNECTIONS | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | NONE | PC | THE FOOD ACCESS RAISES EVERYONE (FARE) PROJECT | $50,000 |
| SUITE 1300 SERVICES INC DBA NEIGHBORHOOD CONNECTIONS | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | NONE | PC | NEIGHBOR UP IN GREATER BUCKEYE | $112,000 |
| THE CENTER FOR COMMUNITY SOLUTIONS | |||||||
| 1501 EUCLID AVENUE STE 310 | CLEVELAND | OH | 44115 | NONE | PC | OHIO TRANSFORMATION FUND VIA CENTER FOR COMMUNITY SOLUTIONS | $40,000 |
| THE CENTER FOR COMMUNITY SOLUTIONS | |||||||
| 1501 EUCLID AVENUE STE 310 | CLEVELAND | OH | 44115 | NONE | PC | OPERATING SUPPORT | $125,000 |
| THE CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVE 1300 | CLEVELAND | OH | 44115 | NONE | PC | SAINT LUKE'S FOUNDATION DONOR-ADVISED FUND | $73,055 |
| THE CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVE 1300 | CLEVELAND | OH | 44115 | NONE | PC | BUCKEYE, MT PLEASANT AND WOODLAND HILLS CENSUS RAPID RESPONSE FUND | $15,000 |
| THE CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVE 1300 | CLEVELAND | OH | 44115 | NONE | PC | PURPOSE BUILT COMMUNITIES COMMUNITY QUARTERBACK IN PARTNERSHIP WITH THE CLEVELAND FOUNDATION | $67,000 |
| THE CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVE 1300 | CLEVELAND | OH | 44115 | NONE | PC | GREATER CLEVELAND RAPID RESPONSE FUND PHASE II | $150,000 |
| THE CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVE 1300 | CLEVELAND | OH | 44115 | NONE | PC | CLEVELAND FOUNDATION SPECIAL FUNDS (BAIL PROJECT, BLACK FUTURES, DIGITAL EQUITY, AND RACIAL JUSTICE) | $550,000 |
| THE FUND FOR OUR ECONOMIC FUTURE | |||||||
| 4415 EUCLID AVENUE | CLEVELAND | OH | 44103 | NONE | PC | OPERATING SUPPORT | $100,000 |
| THE HARVARD SQUARE CENTER | |||||||
| 13510 HARVARD AVENUE | CLEVELAND | OH | 44105 | NONE | PC | YOUTH & YOUNG ADULTS COMPUTER REPAIR/TRAINING PROGRAM | $10,805 |
| THE LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | NONE | PC | OPERATING SUPPORT | $140,000 |
| THE LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | NONE | PC | THE CAMPAIGN FOR LEGAL AID | $250,000 |
| THE MEETING PLACE LEARNING CENTER INC | |||||||
| 2632 E 115TH ST | CLEVELAND | OH | 44104 | NONE | PC | OPERATING SUPPORT | $30,000 |
| THE MEETING PLACE LEARNING CENTER INC | |||||||
| 2632 E 115TH ST | CLEVELAND | OH | 44104 | NONE | PC | DISTANCED LEARNING PROGRAM 2020 | $15,000 |
| THEA BOWMAN CENTER | |||||||
| 11901 OAKFIELD AVENUE | CLEVELAND | OH | 441051872 | NONE | PC | GENERAL OPERATING SUPPORT IN RESPONSE TO COVID-19 | $25,000 |
| THEA BOWMAN CENTER | |||||||
| 11901 OAKFIELD AVENUE | CLEVELAND | OH | 441051872 | NONE | PC | OPERATING SUPPORT | $100,000 |
| TOWARDS EMPLOYMENT INC | |||||||
| 1255 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | NONE | PC | OPERATING SUPPORT | $75,000 |
| UNITED LABOR AGENCY INC | |||||||
| 737 BOLIVAR RD | CLEVELAND | OH | 44115 | NONE | PC | NORTHERN OHIOANS FOR BUDGET LEGISLATION EQUALITY (NOBLE) | $15,000 |
| UNIVERSITY SETTLEMENT | |||||||
| 4800 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NONE | PC | STRENGTHENING FAMILIES | $102,185 |
| UPCYCLE PARTS SHOP | |||||||
| 6419 ST CLAIR AVE | CLEVELAND | OH | 44103 | NONE | PC | COVID-19 SUPPORT FOR MASK MAKING FOR SLF MANOR | $500 |
| WEST SIDE CATHOLIC CENTER | |||||||
| 3135 LORAIN AVE | CLEVELAND | OH | 44113 | NONE | PC | ZACCHAEUS HOUSING SOLUTIONS | $73,000 |
| WEST SIDE COMMUNITY HOUSE | |||||||
| 9300 LORAIN AVENUE | CLEVELAND | OH | 44102 | NONE | PC | WRAP FOR SUCCESS | $62,000 |
| WESTERN RESERVE LAND CONSERVANCY THRIVING COMMUNITIES PROGRAM | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NONE | PC | SAINT LUKES NEIGHBORHOOD REVITALIZATION PHASE V | $125,000 |
| WIN MINISTRIES - WOMEN IN NEED | |||||||
| 144 LARIMAR DR | EASTLAKE | OH | 44095 | NONE | PC | WOUNDED HEALER PROJECT (FISCAL SPONSOR) | $5,000 |
| YWCA OF GREATER CLEVELAND | |||||||
| 4019 PROSPECT AVE | CLEVELAND | OH | 44103 | NONE | PC | PARENT RESILIENCY THROUGH TRAUMA-INFORMED, TWO-GENERATIONAL EARLY LEARNING CENTER ENGAGEMENT | $54,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,512,486 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $636,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,739,446 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,376,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,376,368 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/AUDIT/TAX FEES | CategoryTxt |
| Amt | $74,385 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $74,385 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAMBRIDGE SINGLE INVESTOR FUND (SIF) | AT COST | $206,376,829 | $206,376,829 |
| PROGRAM-RELATED INVESTMENTS | AT COST | $250,000 | $250,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $294,530 | $153,784 | $140,746 | $140,746 |
| FURNITURE | $230,982 | $208,423 | $22,559 | $22,559 |
| OFFICE EQUIPMENT | $62,477 | $53,791 | $8,686 | $8,686 |
| COMPUTER HARDWARE | $185,260 | $166,730 | $18,530 | $18,530 |
| COMPUTER SOFTWARE | $59,399 | $59,290 | $109 | $109 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISCELLANEOUS LEGAL FEES | CategoryTxt |
| Legal Fees | $2,587 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,587 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION DEPOSITS | $43,639 | $60,421 | $60,421 |
| PREPAID TAXES | $214,709 | $185,768 | $185,768 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOUNDATION DEVELOPMENT | $133,860 | $0 | $0 | $133,860 |
| BANK FEES | $13,675 | $0 | $0 | $13,675 |
| SUPPLIES | $7,841 | $0 | $0 | $7,841 |
| INSURANCE | $22,829 | $0 | $0 | $22,829 |
| OFFICE EXPENSES | $40,193 | $0 | $0 | $40,193 |
| REFUND OF GRANT | -$20,912 | $0 | $0 | -$20,912 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $24,151,704 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITY FOR DEFERRED COMPENSATION | Desc |
| BOY Book Value | $43,639 | BOYBookValueAmt |
| EOY Book Value | $60,421 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $1,093,617 | $729,078 | $0 | $0 |
| RETIREMENT PLAN FEES | $1,913 | $0 | $0 | $1,913 |
| PAYROLL PROCESSING FEES | $7,354 | $0 | $0 | $7,354 |
| CONSULTING | $69,843 | $0 | $0 | $69,843 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $104,465 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |