HIGLEY FUND OF THE CLEVELAND FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HIGLEY FUND OF THE CLEVELAND FOUNDATION (EIN 34-1784955)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202123189349301392
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T22:14:57-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341784955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGLEY FUND OF THE CLEVELAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGL | BusinessNameControlTxt |
| Phone | 2168613810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE NO 1300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441152063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSANNE POTTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2168613810 | PhoneNum |
| Signature | 2021-11-14 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROSANNE | PersonFirstNm |
| Person Last | POTTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHARON HIGLEY WATTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE NO 1300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441152063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,113,126 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,495,590 | PYInvestmentIncomeAmt |
| CY Investment Income | $999,042 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,495,590 | PYTotalRevenueAmt |
| CY Total Revenue | $999,042 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,774,977 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,098,569 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $366,267 | PYOtherExpensesAmt |
| CY Other Expenses | $380,579 | CYOtherExpensesAmt |
| PY Total Expenses | $2,141,244 | PYTotalExpensesAmt |
| CY Total Expenses | $2,479,148 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$645,654 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,480,106 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,823,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,268,433 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,823,267 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $42,268,433 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF, AND TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,098,569 | ExpenseAmt |
| Grant | $2,098,569 | GrantAmt |
| Desc | GRANTMAKING FOR OR ON BEHALF OF THE CLEVELAND FOUNDATION TO SUPPORT THE CLEVELAND FOUNDATION OR TO CARRY OUT THE CHARITABLE AND EDUCATIONAL FUNCTIONS OF THE CLEVELAND FOUNDATION. | Desc |
| Total Program Service Expenses | $2,098,569 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSANNE POTTER | PersonNm |
| Phone | 2168613810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 1300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441152001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| SHARON HIGLEY WATTS | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG WANG | ||||||
| FIRST VICE PRESIDENT & TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA NOBILI | ||||||
| VICE PRESIDENT & TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JEFF LINTON | ||||||
| VICE PRESIDENT & TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| BRIAN BROADBENT EFF 51120 | ||||||
| VICE PRESIDENT & TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |
| GINGER F MLAKAR | ||||||
| SECRETARY | 0.50 | $0 | $167,863 | $43,920 | Yes (X) | |
| ROSANNE POTTER | ||||||
| TREASURER | 0.50 | $0 | $283,234 | $40,474 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $451,097 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $84,394 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $836,491 | TotalRevenueColumnAmt |
| Exclusion | $836,491 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,276,635 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,114,084 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $162,551 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,551 | TotalRevenueColumnAmt |
| Exclusion | $162,551 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $999,042 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $999,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,098,569 | TotalAmt |
| Program Services | $2,098,569 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,488 | TotalAmt |
| Management And General | $196,488 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE SCHEDULE O | Desc |
| Total | $183,891 | TotalAmt |
| Management And General | $183,891 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,479,148 | TotalAmt |
| Program Services | $2,098,569 | ProgramServicesAmt |
| Management And General | $380,579 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,136 | BOYAmt |
| EOY | $1,334,888 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,308,056 | BOYAmt |
| EOY | $16,416,439 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,203,075 | BOYAmt |
| EOY | $24,517,106 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,823,267 | BOYAmt |
| EOY | $42,268,433 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,823,267 | BOYAmt |
| EOY | $42,268,433 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,823,267 | BOYAmt |
| EOY | $42,268,433 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,823,267 | BOYAmt |
| EOY | $42,268,433 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,480,106 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,925,272 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714588 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $283,891 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $283,891 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE HIGLEY FUND OF THE CLEVELAND MAKES GRANTS FOR OR ON BEHALF OF THE CLEVELAND FOUNDATION THAT BENEFIT OR CARRY OUT THE PUBLIC CHARITABLE AND EDUCATIONAL USES AND PURPOSES OF THE CLEVELAND FOUNDATION. THE HIGLEY FUND SUPPORTS THE SAME CHARITABLE ORGANIZATIONS SUPPORTED BY THE CLEVELAND FOUNDATION. ALL GRANTS MUST BE MADE TO ORGANIZATIONS DESCRIBED IN SECTION 509(A)(1) OR (2) OF THE INTERNAL REVENUE CODE. DURING 2020, THE HIGLEY FUND MADE GRANTS TOTALING $2,098,569 TO CHARITABLE ORGANIZATIONS. POTENTIAL GRANTEE ORGANIZATIONS CAN REQUEST FUNDING FROM THE HIGLEY FUND BY USING THE APPLICATION PROCESS ON THE CLEVELAND FOUNDATION'S WEBSITE. DECISIONS AS TO THE GRANTEES, AMOUNTS, AND PURPOSES OF GRANTS ARE DETERMINED BY THE BOARD OF THE HIGLEY FUND, A MAJORITY OF WHOM ARE APPOINTED BY THE CLEVELAND FOUNDATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ABSOLUTE RETURN | $1,111,197 | F |
| HEDGED EQUITY | $9,794,578 | F |
| PRIVATE EQUITY | $3,388,148 | F |
| REAL ASSETS | $605,479 | F |
| COMMON TRUST FUNDS | $7,454,403 | F |
| OTHER | $2,163,301 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,517,106 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (61 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTERS FOR CHILDREN | |||||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | 340714766 | 501 C 3 | $17,500 | N/A | GENERAL SUPPORT | |
| AMERICAN RED CROSS NORTHEAST OHIO CHAPTER | |||||||||
| 3747 EUCLID AVE | CLEVELAND | OH | 441152596 | 530196605 | 501 C 3 | $20,000 | N/A | GENERAL SUPPORT | |
| BELIEVE IN DREAMS | |||||||||
| 23245B MERCANTILE ROAD | CLEVELAND | OH | 44122 | 471382653 | 501 C 3 | $15,000 | N/A | GROWING THE DREAM | |
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | |||||||||
| 6114 BROADWAY AVE | CLEVELAND | OH | 44127 | 341856214 | 501 C 3 | $17,500 | N/A | HEALTHY LIFESTYLES FOR CLEVELAND YOUTH | |
| BOYS HOPE GIRLS HOPE NORTHEASTERN OHIO | |||||||||
| 9619 GARFIELD BLVD | GARFIELD HTS | OH | 44125 | 341534921 | 501 C 3 | $20,000 | N/A | RENEWED SUPPORT OF THE FOOD AND NUTRITION NEEDS OF BOYS HOPE GIRLS HOPE SCHOLARS | |
| BUILDING HOPE IN THE CITY | |||||||||
| PO BOX 93568 | CLEVELAND | OH | 441015568 | 331072830 | 501 C 3 | $15,000 | N/A | THE HOPE CENTER FOR REFUGEES AND IMMIGRANTS | |
| BUSINESS VOLUNTEERS UNLIMITED | |||||||||
| 1300 E 9TH ST STE 1220 | CLEVELAND | OH | 44114 | 341724581 | 501 C 3 | $15,000 | N/A | GENERAL SUPPORT | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||||
| 10900 EUCLID AVE ADELBERT HALL RM | CLEVELAND | OH | 441067008 | 341018992 | 501 C 3 | $135,000 | N/A | MILDRED S. HIGLEY SCHOLARSHIP FUND | 216 |
| CHILDREN'S MUSEUM OF CLEVELAND | |||||||||
| 3813 EUCLID AVE | CLEVELAND | OH | 44115 | 341360267 | 501 C 3 | $10,000 | N/A | MUSEUM FOR ALL | |
| CHN HOUSING PARTNERS | |||||||||
| 2999 PAYNE AVE | CLEVELAND | OH | 44114 | 341346763 | 501 C 3 | $20,000 | N/A | CATALYSTS FOR COMMUNITY IMPACT: EXPANDING ACCESS TO HOMEOWNERSHIP OPPORTUNITIES | |
| CITY MISSION | |||||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | 340760586 | 501 C 3 | $30,000 | N/A | LAURA'S HOME WOMEN'S CRISIS CENTER, THE CITY MISSION'S (TCM'S) WOMEN AND CHILDREN'S CRISIS CENTER, ON CLEVELAND'S WEST SIDE. | |
| CITY YEAR INC | |||||||||
| 3615 SUPERIOR AVE BLDG 44 STE 44-2B | CLEVELAND | OH | 44114 | 222882549 | 501 C 3 | $20,000 | N/A | WHOLE SCHOOL WHOLE CHILD AND RECONNECTING STUDENTS | 44-2B |
| CLEVELAND CHRISTIAN HOME | |||||||||
| 4614 PROSPECT AVE E RM 240 | CLEVELAND | OH | 44103 | 340733131 | 501 C 3 | $15,000 | N/A | INTENSIVE RESIDENTIAL TREATMENT | |
| CLEVELAND INSTITUTE OF MUSIC | |||||||||
| 11021 E BLVD | CLEVELAND | OH | 44106 | 340714600 | 501 C 3 | $10,000 | N/A | GENERAL SUPPORT | |
| CLEVELAND RAPE CRISIS CENTER | |||||||||
| 1228 EUCLID AVE STE 200 | CLEVELAND | OH | 44115 | 510164315 | 501 C 3 | $184,025 | N/A | THERE'S AN APP FOR THAT: PREVENTING SEXUAL ASSAULT THROUGH EDUCATION AND OUTREACH | |
| DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER DBA JOURNEY CENTER FOR SAFETY AND | |||||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | 341278377 | 501 C 3 | $20,000 | N/A | EMERGENCY DOMESTIC VIOLENCE SHELTER | |
| DOWNTOWN CLEVELAND ALLIANCE | |||||||||
| 1010 EUCLID AVE STE 300 | CLEVELAND | OH | 44115 | 341775903 | 501 C 3 | $10,000 | N/A | DOWNTOWN CLEVELAND HOMELESS FUND | |
| THE EDNA HOUSE FOR WOMEN INC | |||||||||
| 2007 W 65TH ST | CLEVELAND | OH | 44102 | 141912872 | 501 C 3 | $10,000 | N/A | STRUCTURED SOBER LIVING FOR WOMEN RECOVERING FROM ADDICTION TO ALCOHOL AND DRUGS | |
| ELIZA BRYANT VILLAGE | |||||||||
| 7201 WADE PARK AVE | CLEVELAND | OH | 44103 | 340715816 | 501 C 3 | $25,000 | N/A | SAFETY FOR SENIORS: ELIZA BRYANT VILLAGE | |
| EDUCATIONAL SERVICE CENTER OF NORTHEAST OHIO | |||||||||
| 6393 OAK TREE BLVD STE 300 | INDEPENDENCE | OH | 44131 | 346000814 | GOVERNMENT | $10,000 | N/A | PRE4CLE | |
| ESPERANZA INC | |||||||||
| 3104 W 25TH ST 4TH FLOOR | CLEVELAND | OH | 44109 | 341403492 | 501 C 3 | $20,000 | N/A | ACADEMIC ENRICHMENT AND SUPPORT PROGRAMS FOR HISPANIC YOUTH | |
| FAMICOS FOUNDATION INC | |||||||||
| 1325 ANSEL ROAD | CLEVELAND | OH | 44106 | 341053534 | 501 C 3 | $15,000 | N/A | EVICTION PREVENTION PROGRAM FOR GLENVILLE, HOUGH, AND ST. CLAIR SUPERIOR | |
| FAMILY PROMISE OF GREATER CLEVELAND | |||||||||
| 3470 E 152ND ST | CLEVELAND | OH | 44120 | 341598710 | 501 C 3 | $28,000 | N/A | GENERAL SUPPORT | |
| FOCUS NORTH AMERICA | |||||||||
| PO BOX 932612 | CLEVELAND | OH | 44193 | 264427803 | 501 C 3 | $10,000 | N/A | SUPPORT FOR MEN'S HOMELESS SHELTER & COMMUNITY BASIC NEEDS | |
| GARFIELD HUMAN DEVELOPMENT CORPORATION | |||||||||
| 9403 GARFIELD BLVD | GARFIELD HTS | OH | 44125 | 474881829 | 501 C 3 | $20,000 | N/A | COVID-19 REQUEST FOR FUNDS | |
| GREATER CLEVELAND FOOD BANK INC | |||||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | 341292848 | 501 C 3 | $30,000 | N/A | EXPANSION OF SENIOR NUTRITION INITIATIVES | |
| HANNA PERKINS SCHOOL | |||||||||
| 19910 MALVERN ROAD | SHAKER HTS | OH | 441222823 | 341269765 | 501 C 3 | $10,000 | N/A | HANNA PERKINS CENTER HADDEN CLINIC FOR FAMILIES AND CHILDREN ACCESS TO CARE | |
| JOSEPH'S HOME | |||||||||
| 2412 COMMUNITY COLLEGE AVE | CLEVELAND | OH | 44115 | 341901676 | 501 C 3 | $12,544 | N/A | BEHAVIORAL HEALTH SUPPORT - BRIDGE FUNDING | |
| LAKE VIEW CEMETERY FOUNDATION | |||||||||
| 12316 EUCLID AVE | CLEVELAND | OH | 441064393 | 341429875 | 501 C 3 | $10,000 | N/A | GENERAL SUPPORT | |
| LESBIAN GAY BISEXUAL TRANSGENDER COMMUNITY CENTER | |||||||||
| 6705 DETROIT AVE | CLEVELAND | OH | 44102 | 341190920 | 501 C 3 | $15,000 | N/A | LGBT CENTER: NUTRITION PROGRAM FOR VULNERABLE POPULATIONS | |
| LIFEACT | |||||||||
| 210 BELL ST | CHAGRIN FALLS | OH | 44022 | 341724365 | 501 C 3 | $7,500 | N/A | SUICIDE PREVENTION CLASSROOM PROGRAMS -GRADES 6-12 | |
| LITTLEST HEROES INC | |||||||||
| PO BOX 470188 | CLEVELAND | OH | 44147 | 341902565 | 501 C 3 | $7,500 | N/A | FINANCIAL ASSISTANCE FOR FAMILIES BATTLING CHILDHOOD CANCER | |
| MANUFACTURING ADVOCACY & GROWTH NETWORK INC (MAGNET) | |||||||||
| 1768 E 25 ST | CLEVELAND | OH | 441144420 | 341455043 | 501 C 3 | $10,000 | N/A | ENSURING A SUCCESSFUL FUTURE FOR CMSD STUDENTS AFTER THE PANDEMIC | |
| MALACHI HOUSE INC | |||||||||
| 2810 CLINTON AVE | CLEVELAND | OH | 44113 | 341598707 | 501 C 3 | $25,000 | N/A | RESIDENTIAL CARE FOR TERMINALLY ILL LOW-INCOME AND HOMELESS POPULATIONS | |
| NEAR WEST SIDE MULTI-SERVICE CORPORATION DBA THE MAY DUGAN CENTER | |||||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | 237061949 | 501 C 3 | $265,000 | N/A | FOOD, CLOTHING, AND FRESH PRODUCE 2020 | |
| METANOIA PROJECT INC | |||||||||
| PO BOX 93453 | CLEVELAND | OH | 44101 | 262788076 | 501 C 3 | $12,000 | N/A | SUPPORT AND HOPE FOR CLEVELAND'S UNSHELTERED HOMELESS | |
| METROHEALTH FOUNDATION INC | |||||||||
| 2500 METROHEALTH DR TOWERS 135A | CLEVELAND | OH | 44109 | 346607695 | 501 C 3 | $112,500 | N/A | METROHEALTH TRANSFORMATION INITIATIVES | |
| NAMI GREATER CLEVELAND | |||||||||
| 2012 W 25 ST 7TH FLOOR 705 | CLEVELAND | OH | 44113 | 202254268 | 501 C 3 | $10,000 | N/A | PEER AND FAMILY SERVICES - MENTAL HEALTH | |
| NEIGHBORHOOD HEALTH CARE INCORPORATED DBA NEIGHBORHOOD FAMILY PRACTICE | |||||||||
| 4115 BRIDGE AVE STE 200 | CLEVELAND | OH | 44113 | 341300581 | 501 C 3 | $10,000 | N/A | REMOVING LANGUAGE BARRIERS TO IMPROVE OUTCOMES FOR PREGNANT WOMEN AND BABIES | |
| OGLEBAY FOUNDATION INC | |||||||||
| ROUTE 88 NORTH OGLEBAY PARK | WHEELING | WV | 26003 | 550750128 | 501 C 3 | $7,500 | N/A | GENERAL SUPPORT | |
| OPEN DOORS INC DBA OPEN DOORS ACADEMY | |||||||||
| BLDG 42 6TH FLOOR 1427 E 36 ST STE | CLEVELAND | OH | 44114 | 043697716 | 501 C 3 | $10,000 | N/A | GENERAL SUPPORT | 4206A |
| PASSAGES CONNECTING FATHERS AND SONS INC | |||||||||
| 4600 CARNEGIE AVE | CLEVELAND | OH | 44103 | 510455278 | 501 C 3 | $25,000 | N/A | FAMILY RESILIENCY PROGRAMMING | |
| PLANNED PARENTHOOD OF GREATER OHIO | |||||||||
| 206 E STATE ST | COLUMBUS | OH | 43215 | 341015976 | 501 C 3 | $25,000 | N/A | PROMOTING HEALTH CARE ACCESS FOR UNINSURED AND UNDERINSURED PATIENTS AT CUYAHOGA COUNTY HEALTH CENTERS | |
| PRETERM CLEVELAND INC | |||||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 441201926 | 237314836 | 501 C 3 | $15,000 | N/A | KEEPING REPRODUCTIVE HEALTHCARE ACCESSIBLE AMID A NATIONAL HEALTH CRISIS | |
| PROVIDENCE HOUSE INC | |||||||||
| 2050 W 32 ST | CLEVELAND | OH | 44113 | 341336325 | 501 C 3 | $29,000 | N/A | SUPPORT FOR THE PROVIDENCE HOUSE PEDIATRIC CRISIS NURSERY | |
| RECOVERY RESOURCES | |||||||||
| 3950 CHESTER AVE | CLEVELAND | OH | 44114 | 341211116 | 501 C 3 | $30,000 | N/A | CAPITAL IMPROVEMENTS TO PROVIDE SAFE SUPPORTIVE HOUSING | |
| SAINT MARTIN DE PORRES HIGH SCHOOL | |||||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | 522401852 | 501 C 3 | $20,000 | N/A | TUITION ASSISTANCE TO SUPPORT OUR STUDENTS | |
| SALVATION ARMY | |||||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | 135562351 | 501 C 3 | $25,000 | N/A | EMERGENCY FOOD PROGRAM | |
| SCRANTON ROAD MINISTRIES COMMUNITY DEVELOPMENT CORPORATION | |||||||||
| 3095 SCRANTON ROAD | CLEVELAND | OH | 44113 | 341973348 | 501 C 3 | $12,500 | N/A | YOUTH JOBS PARTNERSHIP | |
| SEMACH SEDEK RIAS KOSHER FOOD PANTRY | |||||||||
| 2004 S GREEN RD | SOUTH EUCLID | OH | 44121 | 341754767 | 501 C 3 | $10,000 | N/A | EMERGENCY FOOD RELIEF FOR FAMILIES AND CHILDREN | |
| SHOES AND CLOTHES FOR KIDS INC | |||||||||
| 3500 LORAIN AVE STE 301 | CLEVELAND | OH | 44113 | 341554285 | 501 C 3 | $100,000 | N/A | SC4K/FRENCH TOAST CLASSROOM GUARANTEE PILOT PROGRAM | |
| SPANISH AMERICAN COMMITTEE FOR A BETTER COMMUNITY | |||||||||
| 4407 LORAIN AVE | CLEVELAND | OH | 44113 | 341028559 | 501 C 3 | $25,000 | N/A | LATINO CONSTRUCTION PROGRAM SUPPORT | |
| STELLA MARIS INC | |||||||||
| 1320 WASHINGTON AVE | CLEVELAND | OH | 441132384 | 340896181 | 501 C 3 | $200,000 | N/A | THE BUILDING CAMPAIGN TO REBUILD MORE LIVES | |
| TOWARDS EMPLOYMENT INCORPORATED | |||||||||
| 1255 EUCLID AVE STE 300 | CLEVELAND | OH | 441151807 | 341578831 | 501 C 3 | $25,000 | N/A | CAREER PATHWAYS: INCREASING SKILLS AND INCOME | |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | |||||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | 237320719 | 501 C 3 | $20,000 | N/A | TRI-C YOUTH TECHNOLOGY ACADEMY | |
| UNIVERSITY SETTLEMENT INC | |||||||||
| 4800 BROADWAY AVE | CLEVELAND | OH | 441271012 | 340714776 | 501 C 3 | $25,000 | N/A | HIGLEY HUNGER CENTER PROPOSAL 2020 | |
| URSULINE PIAZZA | |||||||||
| 7801 DETROIT AVE | CLEVELAND | OH | 44102 | 371655740 | 501 C 3 | $10,000 | N/A | FOOD & OVER-THE-COUNTER MEDICATION FOR LOW-INCOME HIV-POSITIVE INDIVIDUALS | |
| WEST SIDE CATHOLIC CENTER | |||||||||
| 3135 LORAIN AVE | CLEVELAND | OH | 44113 | 341244687 | 501 C 3 | $15,000 | N/A | RESOURCE CENTER BASIC NEEDS SERVICES | |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||||
| 1228 EUCLID AVE STE 200 | CLEVELAND | OH | 44115 | 341381135 | 501 C 3 | $25,000 | N/A | JOBS FOR OHIO'S GRADUATES (JOG) | |
| YWCA OF CLEVELAND OHIO | |||||||||
| 4019 PROSPECT AVE | CLEVELAND | OH | 44103 | 340714800 | 501 C 3 | $20,000 | N/A | HIGLEY FUND NURTURING INDEPENDENCE IN FORMER FOSTER YOUTH DURING COVID-19 | |
| THE CLEVELAND FOUNDATION (INC) | |||||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | 340714588 | 501 C 3 | $100,000 | N/A | I/A GRANT TO 332470 - GREATER CLEVELAND COVID-19 RAPID RESPONSE FUND; PURPOSE: GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 60 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I | FormAndLineReferenceDesc |
| Explanation | THE FUND REQUIRES GRANT RECIPIENTS TO SUBMIT SCHEDULED NARRATIVE AND FINANCIAL PROGRESS REPORTS ON ACTIVITY RELATED TO THE GRANT ON THE FUND'S GRANT REPORTING FORMS, AS SCHEDULED IN THEIR GRANT AWARD LETTER. GRANT REPORTS ARE AN INTEGRAL PART OF OUR MONITORING AND EVALUATION PROCESS. THE REPORTS ARE REVIEWED BY THE CLEVELAND FOUNDATION STAFF WHO FOLLOW-UP WITH THE FUND'S DIRECTORS IF THERE ARE QUESTIONS OR ISSUES IDENTIFIED BY THIS REVIEW. WE HAVE FOUND THESE FORMS SERVE AS A VALUABLE LEARNING TOOL FOR THE CLEVELAND FOUNDATION STAFF AND THE GRANTEE ORGANIZATION. A CLOSING EVALUATION IS PERFORMED ONCE THE FINAL REPORT IS COMPLETE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROSANNE POTTER | ||||||||||||||
| TREASURER | $0 | $279,670 | $0 | $0 | $0 | $3,564 | $0 | $33,845 | $0 | $6,629 | $0 | $323,708 | $0 | $0 |
| GINGER F MLAKAR | ||||||||||||||
| SECRETARY | $0 | $166,315 | $0 | $0 | $0 | $1,548 | $0 | $17,876 | $0 | $26,044 | $0 | $211,783 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE HIGLEY FUND IS AN OHIO NONPROFIT CORPORATION. AS SUCH, IT HAS MEMBERS WHO HAVE THE RIGHT UNDER OHIO STATE LAW AND THE ORGANIZING INSTRUMENTS OF THE CORPORATION TO PARTICIPATE IN ITS GOVERNANCE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE HIGLEY FUND HAS TWO CLASSES OF MEMBERS, PUBLIC MEMBERS, AND DONOR MEMBERS, WHO APPOINT THE ORGANIZATION'S BOARD OF TRUSTEES. THE PUBLIC MEMBER OF THE HIGLEY FUND IS THE CLEVELAND FOUNDATION. THE PUBLIC MEMBER IS ENTITLED TO ELECT THREE (3) TRUSTEES, WHICH CONSTITUTES A MAJORITY OF THE ORGANIZATION'S TOTAL NUMBER OF FIVE (5) TRUSTEES. THE DONOR MEMBER OR AN INDIVIDUAL APPOINTED BY THE DONOR MEMBER IS ENTITLED TO ELECT TWO (2) TRUSTEES, OR A MINORITY OF THE ORGANIZATION'S TOTAL NUMBER OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8A: UNDER THE OHIO NONPROFIT CORPORATION LAW, MEMBERS HAVE THE ABILITY TO APPROVE CERTAIN KEY ACTIONS UNDERTAKEN BY A NONPROFIT CORPORATION INCLUDING MERGER OF THE CORPORATION, SALE, TRANSFER, OR OTHER DISPOSITION OF SUBSTANTIALLY ALL THE ASSETS OF THE CORPORATION, AMENDMENT OF THE CORPORATION'S ARTICLES OF INCORPORATION OR CODE OF REGULATIONS AND DISSOLUTION OF THE CORPORATION, AMONG OTHERS. THE MEMBERS OF THE HIGLEY FUND HAVE NO ADDITIONAL SPECIAL RIGHTS OF APPROVAL OF THE ACTIONS OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE HIGLEY FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | STAFF OF THE CLEVELAND FOUNDATION PREPARES THE FORM 990. THE FORM 990 IS REVIEWED BY AN OFFICER OF THE CLEVELAND FOUNDATION AND ONE OR MORE OFFICERS AND TRUSTEES OF THE HIGLEY FUND. |
| FORM 990, PART VI, SECTION B, LINE 12C | LINE 12A, 12B, 12C, 13 AND 14: THE HIGLEY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. ACTIVITIES OF THE CLEVELAND FOUNDATION'S SUPPORTING ORGANIZATIONS ARE SUBJECT TO POLICIES FOR SUPPORTING ORGANIZATIONS THE CLEVELAND FOUNDATION HAS IN EFFECT FROM TIME TO TIME TO ENSURE ITS SUPPORTING ORGANIZATIONS OPERATE IN A MANNER CONSISTENT WITH GOVERNING TAX EXEMPTION PRINCIPLES. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, SUPPORTING ORGANIZATIONS ARE REQUIRED TO FOLLOW EACH OF THE CONFLICT OF INTEREST, DOCUMENT RENTENTION, AND WHISTLEBLOWER POLICIES MAINTAINED BY THE CLEVELAND FOUNDATION, UNLESS THE BOARD OF THE SUPPORTING ORGANIZATION (WHICH IN ALL CASES IS CONTROLLED BY THE CLEVELAND FOUNDATION) ADOPTS A FUNCTIONALLY EQUIVALENT POLICY EXPRESSLY IN PLACE IN ONE OF THE FOREGOING POLICIES. THE HIGLEY FUND FOLLOWS THESE POLICIES OF THE CLEVELAND FOUNDATION. EXCEPT IN THE LIMITED CASES NOTED BELOW, TRUSTEES AND OFFICERS WITH A CONFLICT OF INTEREST UNDER THE POLICY, MUST (I) DISCLOSE THEIR POTENTIAL CONFLICT OF INTEREST AT THE MEETING; (II) PRESENT ANY RELEVANT INFORMATION CONCERNING THE MATTER INVOLVING THE CONFLICT, IF REQUESTED; AND (III) RECUSE THEMSELVES FROM THE MEETING FOR THE DISCUSSION AND VOTE ON THE MATTER PRESENTING THE CONFLICT. IN LIMITED CASES INVOLVING THE APPROVAL OF GRANT DISTRIBUTIONS WHERE TRUSTEES OR OFFICERS HAVE CERTAIN LIMITED POTENTIAL CONFLICTS OF INTEREST WITH A PROPOSED GRANT RECIPIENT, THE TRUSTEE OR OFFICERS MUST: (I) DISCLOSE THEIR POTENTIAL CONFLICT OF INTEREST AT THE MEETING; AND (II) ABSTAIN FROM VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | A AND B: THE HIGLEY FUND HAS NO EMPLOYEES AND DOES NOT COMPENSATE ITS TRUSTEES AND THEREFORE DOES NOT MAINTAIN A PROCESS FOR DETERMINING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE HIGLEY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. PER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, THE CLEVELAND FOUNDATION FINANCIAL STATEMENTS ARE PREPARED AND AUDITED ON A CONSOLIDATED BASIS AND INCLUDE THE SUPPORTING ORGANIZATIONS. THE SUPPORTING ORGANIZATIONS ARE RECOGNIZED IN THE FOOTNOTES DISCLOSURE IN THE STATEMENTS. THE CLEVELAND FOUNDATION CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE FOR REVIEW ON THE FOUNDATION'S WEBSITE. THE HIGLEY FUND FORM 990 IS ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART VII, LINE 1A, COLUMNS (E) & (F) | THE HIGLEY FUND IS A SUPPORTING ORGANIZATION OF THE CLEVELAND FOUNDATION. CONSEQUENTLY, SOME OF ITS OFFICERS ARE EMPLOYEES OF THE CLEVELAND FOUNDATION, COMPENSATED BY THE CLEVELAND FOUNDATION. |
| FORM 990, PART IX, LINE 24A | PAYMENT TO DEFRAY OPERATIONAL COSTS PAID BY SUPPORTING ORGANIZATIONS: BACK OFFICE SUPPORT, SUCH AS, ACCOUNTING, FINANCIAL, AND TAX REPORTING. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLEVELAND FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 1300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340714588 | EIN |
| Primary Activities | COMMUNITY GRANTMAKING | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 8 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE CLEVELAND FOUNDATION | ||
| B | $100,000 | CASH |
| THE CLEVELAND FOUNDATION | ||
| P | $183,891 | CASH |