CORINNE L DODERO CHARITABLE TR FOR THE ARTS AND SCIENCES: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CORINNE L DODERO CHARITABLE TR FOR THE ARTS AND SCIENCES (EIN 65-6239071)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-07-14
- IRS object ID
- 202531959349100223
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-14T15:12:00-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341322309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIUNI & PANICHI INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25201 CHAGRIN BLVD 200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225683 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656239071 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINNE L DODERO FOUNDATION FOR THE | BusinessNameLine1Txt |
| Business Name Line2 | ARTS AND SCIENCES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORI | BusinessNameControlTxt |
| Phone | 4402481400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 241487 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441248487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE DODERO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4402481400 | PhoneNum |
| Signature | 2025-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R KOMOS CPA | PreparerPersonNm |
| PTIN | P00174589 | PTIN |
| Phone | 2168317171 | PhoneNum |
| Preparation | 2025-06-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,289,686 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,928 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,928 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $345,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $345,414 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $345,414 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,081,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,861 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $419,203 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $419,203 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $347,342 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,540 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,191 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,105 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $586 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,781 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,853 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $130,198 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,853 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,970 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,970 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $617,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $130,198 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,853 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$197,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $344,489 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $271,940 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,047 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,047 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,023 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,504 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,504 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,873,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,781,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,766,228 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $350,129 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $314,907 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $314,907 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,510,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,306,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,289,686 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $18,837 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $11,937 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $18,837 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,937 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,491,977 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,294,163 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,491,977 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,294,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,510,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,306,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,491,977 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$197,814 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,294,163 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,294,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| XPLR INFRASTRUCTURE LP | P | 2023-09-05 | 2024-05-29 | $132,161 | $104,200 | $27,961 | $27,961 |
| XPLR INFRASTRUCTURE LP | P | 2023-09-05 | 2024-05-29 | $273,110 | $378,548 | -$105,438 | -$105,438 |
| COHEN AND STEERS INFRAST | P | 2022-09-26 | 2024-07-29 | $167,981 | $157,939 | $10,042 | $10,042 |
| ELEVANCE HEALTH INC | P | 2021-02-08 | 2024-07-29 | $210,526 | $115,790 | $94,736 | $94,736 |
| FS KKR CAPITAL CORP | P | 2022-08-25 | 2024-09-05 | $162,315 | $178,400 | -$16,085 | -$16,085 |
| UNITEDHEALTH GROUP INC | P | 2021-02-08 | 2024-08-26 | $135,379 | $74,734 | $60,645 | $60,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,861 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$77,477 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,017 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,017 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,017 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,504 | 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 | $11,504 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,487 | OverpaymentAmt |
| Applied To ES Tax | $7,487 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LORRAINE DODERO | IndividualWithBooksNm |
| Phone | 4402481400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 241487 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441248487 | 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 | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LORRAINE DODERO | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CORINNE SALVADOR | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 20.00 | $66,540 | $0 | $0 |
| WILLIAM DODERO | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| 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 |
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 | $8,876,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $333,092 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,474,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,474,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,332,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $466,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $466,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,017 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,017 | TotalTaxAmt |
| Distributable Before Adj | $462,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $462,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $462,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $480,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $462,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,970 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,034 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $13,913 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,620 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,537 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $480,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $462,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,569 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $68,106 | 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 | $11,970 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,034 | ExcessFromYear4Amt |
| Excess From Year2 | $13,913 | ExcessFromYear2Amt |
| Excess From Year1 | $1,620 | ExcessFromYear1Amt |
| Excess From Current Year | $17,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION NE OHIO | |||||||
| 1375 EAST 9TH STREET - SUITE 600 | CLEVELAND | OH | 44114 | N/A | PC | OPERATING | $541 |
| AMERICAN RED CROSS | |||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | OPERATING | $25,000 |
| AURORA CHAMBER OF COMMERCE | |||||||
| 9 EAST GARFIELD RD - SUITE 1 | AURORA | OH | 44202 | N/A | PC | OPERATING | $1,000 |
| AKRON CHILDREN'S FOUNDATION | |||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | N/A | PC | OPERATING | $1,000 |
| AKRON COMMUNITY FOUNDATION | |||||||
| 345 WEST CEDAR STREET | AKRON | OH | 44307 | N/A | PC | OPERATING | $4,000 |
| BEST BUDDIES | |||||||
| PO BOX 45353 | WESTLAKE | OH | 44145 | N/A | PC | OPERATING | $13,275 |
| CATHOLIC CHARITIES | |||||||
| 7911 DETROIT AVENUE | CLEVELAND | OH | 44102 | N/A | PC | OPERATING | $30,000 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 E 9TH STREET | CLEVELAND | OH | 44114 | N/A | PC | OPERATING | $13,500 |
| BOYS & GIRLS CLUB OF NW TENNESSEE | |||||||
| 8831 MIDDLEBROOK PIKE | KNOXVILLE | TN | 37923 | N/A | PC | OPERATING | $2,000 |
| CARITAS BABY HOSPITAL FOUNDATION | |||||||
| PO BOX 655 | CUYAHOGA FALLS | OH | 44222 | N/A | PC | OPERATING | $3,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PC | OPERATING | $10,000 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| 5084 MAYFIELD ROAD | LYNDHURST | OH | 44124 | N/A | PC | OPERATING | $10,000 |
| CATHEDRAL OF ST JOHN | |||||||
| 1007 SUPERIOR AVE | CLEVELAND | OH | 44114 | N/A | PC | SPONSORSHIP | $25,000 |
| CLEVELAND CLINIC CHILDREN'S HOSPITAL | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | PC | OPERATING | $25,000 |
| CLEVELAND KIDS BOOK CLUB | |||||||
| 3635 PERKINS AVE | CLEVELAND | OH | 44114 | N/A | PC | OPERATING | $3,300 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 500 SOUTH COLLEGE ST | TRENTON | OH | 38382 | N/A | PC | OPERATING | $1,000 |
| FRIENDS OF RWANDAN EDUCATION | |||||||
| 3649 E 65TH STREET | CLEVELAND | OH | 44105 | N/A | PC | OPERATING | $2,000 |
| FRIENDSHIP ANIMAL PROTECTION LEAGUE OF LORAIN | |||||||
| 830 MURRAY RIDGE RD | ELYRIA | OH | 44034 | N/A | PC | OPERATING | $2,000 |
| FRIENDS OF JOHN PAUL II | |||||||
| 3649 E 65TH STREET | CLEVELAND | OH | 44105 | N/A | PC | OPERATING | $500 |
| GIBSON COUNTY IMAGINATION LIBRARY | |||||||
| PO BOX 435 | TRENTON | TN | 38382 | N/A | PC | OPERATING | $2,000 |
| GIRLS SCOUTS OF NE OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | N/A | PC | EDUCATION PROGRAM | $1,500 |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | N/A | PC | SPONSORSHIP | $21,784 |
| HALO FOUNDATION | |||||||
| 134 WESTERN AVENUE | AKRON | OH | 44313 | N/A | PC | OPERATING | $2,500 |
| HANDS TOGETHER | |||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PC | OPERATING | $3,500 |
| HARMONY FOUNDATION INTERNATIONAL INC | |||||||
| 110 SEVENTH AVE N SUITE 200 | NASHVILLE | OH | 37203 | N/A | PC | OPERATING | $1,000 |
| GRIN | |||||||
| PO BOX 24365 | CLEVELAND | OH | 44124 | N/A | PC | OPERATING | $2,500 |
| HOLY FAMILY HOME | |||||||
| 6707 STATE ROAD | PARMA | OH | 44134 | N/A | PC | OPERATING | $1,000 |
| HOLY FAMILY PARISH | |||||||
| 3450 SYCAMORE DRIVE | STOW | OH | 44224 | N/A | PC | OPERATING | $600 |
| HOPE MEADOWS FOUNDATION | |||||||
| 3480 ROCKSIDE WOODS S | INDEPENDENCE | OH | 44131 | N/A | PC | SPONSORSHIP | $10,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 5700 BREAKSVILLE RD | INDEPENDENCE | OH | 44131 | N/A | PC | OPERATING | $1,500 |
| MASSACHUSETTS GENERAL | |||||||
| 185 CAMBRIDGE ST | BOSTON | MA | 02114 | N/A | PC | RESEARCH | $1,400 |
| MERCEDARIAN FRIARS | |||||||
| 6398 DREXEL RD | PHILADELPHIA | PA | 19151 | N/A | PC | EDUCATION PROGRAM | $1,800 |
| OHIO HOLOCAUST & GENOCIDE MEMORIAL | |||||||
| 77 SOUTH HIGH STREET - SUITE 1616 | COLUMBUS | OH | 43215 | N/A | PC | EDUCATION PROGRAM | $750 |
| PARKINSON'S FOUNDATION | |||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33178 | N/A | PC | OPERATING | $1,000 |
| PROVIDENCE HOUSE | |||||||
| 2050 W 32ND STREET | CLEVELAND | OH | 44113 | N/A | PC | SPONSORSHIP | $8,000 |
| RAINBOW BABIES & CHILDREN HOSPITAL | |||||||
| 2101 ADELBERT ROAD | CLEVELAND | OH | 44106 | N/A | PC | OPERATING | $3,500 |
| MUSEUM OF AMERICAN PORCELAIN ART | |||||||
| 5100 THREE VILLAGE DRIVE | LYNDHURST | OH | 44124 | N/A | PC | OPERATING | $3,500 |
| ROSWELL PARK ALLIANCE FOUNDATION | |||||||
| ELM AND CARLTON STREET | BUFFALO | NY | 14263 | N/A | PC | RESEARCH | $1,400 |
| OPEN DOOR ACADEMY | |||||||
| 1427 EAST 36TH STREET | CLEVELAND | OH | 44114 | N/A | PC | OPERATING | $750 |
| PATRONS OF THE ARTS IN THE VATICAN MUS-OH | |||||||
| PO BOX 241487 | CLEVELAND | OH | 44124 | RELATED PARTY | PF | OPERATING | $45,838 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | PC | ANNUAL FUND | $71,132 |
| POOR CLAIRES OF PERPETUAL ADORATION | |||||||
| 4108 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | PC | OPERATING | $2,000 |
| PREVENT BLINDNESS OHIO | |||||||
| 6803 MAYFIELD ROAD SUITE 111 | CLEVELAND | OH | 44124 | N/A | PC | OPERATING | $10,000 |
| REGINA HEALTH CENTER | |||||||
| 5232 BROADVIEW ROAD | RICHFIELD | OH | 44286 | N/A | PC | OPERATING | $30,000 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH STREET 3RD FLOOR | CLEVELAND | OH | 44109 | N/A | PC | OPERATING | $5,000 |
| ST EUGENE CHURCH | |||||||
| 1821 MUNROE FALLS AVE | CUYAHOGA FALLS | OH | 44221 | N/A | PC | OPERATING | $600 |
| ST FRANCIS OF ASSISI CHURCH | |||||||
| 6850 MAYFIELD ROAD | GATES MILLS | OH | 44040 | N/A | PC | OPERATING | $6,000 |
| ST HILARY PARISH FOUNDATION | |||||||
| 2750 W MARKET ST | FAIRLAWN | OH | 44333 | N/A | PC | EDUCATION PROGRAM | $3,000 |
| ST JOHN CANTIUS CHURCH | |||||||
| 906 COLLEGE AVE | CLEVELAND | OH | 44113 | N/A | PC | OPERATING | $2,000 |
| ST JOHN VIANNEY CHURCH | |||||||
| 7575 BELLFLOWER RD | MENTOR | OH | 44060 | N/A | PC | OPERATING | $2,000 |
| ST PASCHAL BAYLON PARISH | |||||||
| 5384 WILSON MILLS RD | HIGHLAND HEIGHTS | OH | 44143 | N/A | PC | OPERATING | $3,000 |
| THE CENTERS FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVE | CLEVELAND | OH | 44103 | N/A | PC | OPERATING | $5,000 |
| THE LITTLEST HEROS | |||||||
| PO BOX 470188 | CLEVELAND | OH | 44147 | N/A | PC | OPERATING | $5,000 |
| UNIVERISTY HOSPITALS OF CLEVELAND | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | SPONSORSHIP | $6,000 |
| UNIVERSITY OF CINCINNATI | |||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | N/A | PC | SPONSORSHIP | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,970 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,928 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $345,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $419,203 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,203 | 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 FEES | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $2,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | C SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $6,781,642 | EOYBookValueAmt |
| EOYFMV | $8,766,228 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $314,907 | BookValueAmt |
| EOYFMV | $314,907 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,662 | $0 | $1,662 | $0 |
| MEALS | $555 | $0 | $278 | $0 |
| FILING FEES | $200 | $0 | $0 | $200 |
| MISCELLANEOUS | $214 | $0 | $214 | $0 |
| PRINTING AND PUBLICATIONS | $553 | $0 | $553 | $0 |
| CONNOR GROUP REAL ESTATE INCOME & GROWTH FUND XIV, LLC | $29,781 | $29,781 | $0 | $0 |
| POSTAGE AND DELIVERY | $146 | $0 | $146 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $71,191 | Amt |
| Net Investment Income | $71,191 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $586 | $586 | $0 | $0 |
| FEDERAL EXCISE TAX | $3,519 | $0 | $0 | $0 |