THE COLDIRON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE COLDIRON FAMILY FOUNDATION INC (EIN 82-3773004)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-24
- IRS object ID
- 202532059349100803
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-24T08:15:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823773004 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Coldiron Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | COLD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Krajewski | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $8,537,188 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,309,035 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,048 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,048 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $192,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $369,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,370,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,499,491 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,872,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,692,848 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $17,983 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,983 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $63,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,748 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,960 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,791 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,380 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,363 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $443,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,339,175 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,621,349 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $438,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $383,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $383,066 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,953,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,347,951 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,154,122 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,391,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,731,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,537,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,391,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,731,017 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,391,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,731,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,391,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,731,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,391,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,339,175 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,731,017 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,731,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $3,370,109 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,870,618 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,499,491 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,499,491 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,499,491 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,537 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,537 | SubtotalAmt |
| Tax Based On Investment Income | $22,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $563 | OverpaymentAmt |
| Applied To ES Tax | $563 | AppliedToESTaxAmt |
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 | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| Arnold Coldiron | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Austen Coldiron | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Linden Coldiron | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Lisa Coldiron | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Pres | 1.0 | $0 | $0 | $0 |
| David Corbets | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| John Krajewski | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145458 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $63,748 | CompensationAmt |
| 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 | $7,128,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $487,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,616,780 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,616,780 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,502,528 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $375,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $375,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,537 | TotalTaxAmt |
| Distributable Before Adj | $352,589 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $352,589 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $352,589 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $443,363 | 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 | $443,363 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $352,589 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $40,919 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $77,170 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,031 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $248,209 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $443,363 | QualifyingDistributionsAmt |
| Applied To Current Year | $352,589 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $90,774 | RemainingDistriFromCorpusAmt |
| Total Corpus | $338,983 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $338,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,919 | ExcessFromYear4Amt |
| Excess From Year3 | $108,089 | ExcessFromYear3Amt |
| Excess From Year2 | $77,170 | ExcessFromYear2Amt |
| Excess From Year1 | $22,031 | ExcessFromYear1Amt |
| Excess From Current Year | $90,774 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Arnold Coldiron | ContributingManagerNm |
| Contributing Manager | Lisa Coldiron | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKRON-CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 44307 | N/A | PC | General & Unrestricted | $15,000 |
| BLUE COATS INC | |||||||
| 2060 W NIMISILA RD | NEW FRANKLIN | OH | 44216 | N/A | PC | General & Unrestricted | $10,000 |
| BRAIN INJURY ASSOCIATION OF AMERICA INC | |||||||
| PO BOX 7416 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $20,000 |
| BREAD FOR THE CITY INC | |||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $15,000 |
| CAST IT FORWARD | |||||||
| 4259 HAWKINS RD | RICHFIELD | OH | 44286 | N/A | PC | General & Unrestricted | $30,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $5,000 |
| CRAYONS TO CLASSROOMS | |||||||
| 1750 WOODMAN DR | DAYTON | OH | 45420 | N/A | PC | General & Unrestricted | $35,000 |
| DC CENTRAL KITCHEN INC | |||||||
| PO BOX 417406 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $15,000 |
| DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS | |||||||
| 860 DOLWICK DR | ERLANGER | KY | 41018 | N/A | PC | General & Unrestricted | $10,000 |
| EDWINS FOUNDATION | |||||||
| 13101 SHAKER SQ | CLEVELAND | OH | 44120 | N/A | PC | General & Unrestricted | $25,000 |
| GREATER CLEVELAND FOOD BANK INC | |||||||
| 13815 COIT RD | CLEVELAND | OH | 44110 | N/A | PC | General & Unrestricted | $15,000 |
| HOUSE OF RUTH | |||||||
| 5 THOMAS CIR NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $25,000 |
| KAITLYN ECKELBERRY MEMORIAL FUND | |||||||
| 3924 CLEVELAND AVE NW | CANTON | OH | 44709 | N/A | PC | General & Unrestricted | $30,000 |
| LAKE ERIE FOUNDATION | |||||||
| 236 WALNUT AVE | MARBLEHEAD | OH | 43440 | N/A | PC | General & Unrestricted | $8,000 |
| LAKE ERIE WATERKEEPER INC | |||||||
| 3900 N SUMMIT | TOLEDO | OH | 43611 | N/A | PC | General & Unrestricted | $2,000 |
| MARTHAS TABLE | |||||||
| 2114 14TH ST NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $15,000 |
| MIRIAMS KITCHEN | |||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $15,000 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH ST STE 3 | CLEVELAND | OH | 44109 | N/A | PC | General & Unrestricted | $15,000 |
| ST AUGUSTINE CATHOLIC CHURCH | |||||||
| 1371 HAMILTON AVE | SAINT LOUIS | MO | 63112 | N/A | PC | General & Unrestricted | $10,000 |
| STANDUP FOR KIDS | |||||||
| 200 NELSON FERRY ROAD STE B | DECATUR | GA | 30030 | N/A | PC | General & Unrestricted | $10,000 |
| THE LITTLEST HEROES INC | |||||||
| PO BOX 470188 | CLEVELAND | OH | 44147 | N/A | PC | General & Unrestricted | $30,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $25,000 |
| YOUTH OPPORTUNITIES UNLIMITED THE HALE BUILDING | |||||||
| 1361 EUCLID AVE | CLEVELAND | OH | 44115 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,048 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,309 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $369,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $563,149 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $563,149 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Coldiron Lisa | |||||||
| 1 | 2745 29th Street NW Apt 410 | Washington | DC | 20008 | $275,995 | Yes (X) | Yes (X) |
| Wanda Coldiron's Charitable Lead Tr | |||||||
| 2 | 3475 Ridgewood Road | Fairlawn | OH | 44333 | $1,033,040 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PROGRESSIVE CORP OHIO PGR, 950 sh. | $250,995 | 2024-12-03 |
| 2 | CURTISS WRIGHT CP CW, 1375 sh. | $510,785 | 2024-12-02 |
| 2 | GENERAL ELECTRIC CO GE, 1649 sh. | $297,694 | 2024-12-02 |
| 2 | GE VERNOVA GEV, 412 sh. | $140,529 | 2024-12-02 |
| 2 | GE HEALTHCARE TECHNOLOGIES INC GEHC, 549 sh. | $45,468 | 2024-12-02 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $45,237 | $42,567 |
| ADVANCED MICRO DEVICES INC | $62,954 | $76,943 |
| AERCAP HOLDING N.V | $71,979 | $100,294 |
| AIA GROUP LTD ADR | $88,834 | $84,414 |
| ALLSTATE CORP | $76,241 | $101,600 |
| ALPHABET INC CL A | $208,152 | $213,909 |
| AMAZON COM | $144,170 | $243,084 |
| AMERICAN CENTURY DIVERSIFIED C | $907,393 | $894,864 |
| AMERICAN EXPRESS CO | $72,193 | $120,794 |
| APPLE INC | $103,944 | $150,002 |
| APPLIED MATERIALS INC | $52,815 | $60,986 |
| ASML HOLDING NV NY REG SHS | $40,418 | $41,585 |
| AT&T, INC | $77,580 | $108,499 |
| ATLAS COPCO AB A SHS ADR | $36,162 | $31,062 |
| AUTOZONE INC | $80,209 | $83,252 |
| BECTON DICKINSON & CO | $87,393 | $79,405 |
| BJ'S WHLSL CLUB INC | $39,310 | $42,977 |
| BNY MELLON CORE PLUS FUND CL I | $877,235 | $860,296 |
| CARRIER GLOBAL | $38,740 | $52,082 |
| CENTENE CORP | $24,099 | $21,627 |
| CMS ENERGY CP | $50,556 | $48,255 |
| COMPAGNIE DE SAINT G | $73,270 | $97,661 |
| DATADOG INC | $40,491 | $36,723 |
| DENSO CORP ADR | $70,297 | $64,160 |
| ELI LILLY & CO | $78,282 | $110,396 |
| EPIROC AB | $52,734 | $47,080 |
| FIDELITY ADV INV GRADE I | $865,532 | $860,881 |
| GE VERNOVA | $76,317 | $127,954 |
| GENERAL ELECTRIC CO | $69,826 | $96,238 |
| HITACHI LTD | $64,063 | $105,696 |
| ICICI BK LTD ADS | $62,734 | $76,173 |
| INTERCONTINENTAL EXCHANGE, INC | $71,698 | $92,982 |
| IQVIA HOLDINGS INC | $64,758 | $61,508 |
| JP MORGAN CHASE | $59,263 | $58,969 |
| KEYSIGHT TECHNOLOGIES INC | $52,225 | $56,702 |
| KINDER MORGAN INC | $70,771 | $106,065 |
| KT CORP ADS | $91,623 | $110,751 |
| L'AIR LIQUIDE ADR OTC | $103,279 | $99,814 |
| LLOYDS BANKING GROUP PLC | $46,798 | $53,878 |
| LONZA GROUP AG UNSP/ADR | $38,365 | $34,563 |
| MICRON TECHNOLOGY | $84,683 | $90,051 |
| MICROSOFT CORP | $240,906 | $319,076 |
| MITSUBISHI UFJ FINANCIAL GROUP | $53,087 | $66,300 |
| NINTENDO CO LTD ADR UNSPON | $95,276 | $118,181 |
| OVERSEA-CHINESE ADR | $68,884 | $84,776 |
| REINSURANCE GROUP AMER INC | $173,380 | $233,711 |
| RELX PLC | $66,636 | $85,117 |
| RENTOKIL INITIAL PLC SPON ADR | $82,593 | $65,604 |
| REPUBLIC SVCS INC | $53,526 | $52,508 |
| ROCHE HOLDING LTD ADR | $113,340 | $104,012 |
| ROYAL DUTCH SHELL CL A (OLD) | $13,108 | $12,718 |
| SCHNEIDER ELEC UNSP/ADR | $81,495 | $104,790 |
| SHELL ADR EACH REPRESENTING 2 | $116,263 | $117,469 |
| SHIN-ETSU CHEMICAL C | $57,390 | $45,727 |
| SHOPIFY INC | $44,650 | $42,213 |
| SONY GROUP CORP | $80,150 | $91,221 |
| SVENSKA HANDELSBK UNS ADR | $47,791 | $50,691 |
| SWEDBANK AB S/ADR | $46,092 | $48,546 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $44,442 | $43,645 |
| TE CONNECTIVITY LTD | $62,867 | $69,340 |
| TENCENT HOLDINGS LIMITED | $68,788 | $72,644 |
| TOTALENERGIES SE | $82,671 | $72,322 |
| TRANSUNION COM USD0.01 | $51,410 | $71,109 |
| UBER | $57,474 | $64,060 |
| UNITEDHEALTH GROUP INC | $62,497 | $62,221 |
| VISA INC | $93,421 | $121,359 |
| WILLIS TOWERS WATSON | $67,191 | $88,020 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $17,983 | LegalFeesAmt |
| Disbursements Charitable Prps | $17,983 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $30,180 | $30,180 | |
| Bank Charges | $3,791 | $3,791 | |
| State or Local Filing Fees | $200 | $200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $63,748 | Amt |
| Net Investment Income | $63,748 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $8,800 | |
| 990-PF Excise Tax for 2023 | $6,947 | |
| 990-PF Extension for 2023 | $2,400 | |
| Foreign Tax Paid | $3,960 | $3,960 |