MURPHY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MURPHY FAMILY FOUNDATION (EIN 34-1526161)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-26
- IRS object ID
- 202130859349100783
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-26T16:32:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341939672 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schiciano Johnston & Bialek LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 549 E Washington St Suite 5 | AddressLine1Txt |
| City | Chagrin Falls | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341526161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Murphy Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MURP | BusinessNameControlTxt |
| Phone | 2168317320 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 Carter Street | AddressLine1Txt |
| City | Solon | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murlan J Murphy Jr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2168317320 | PhoneNum |
| Signature | 2021-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Murlan | PersonFirstNm |
| Person Last | Murphy Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kyle J Johnston CPA | PreparerPersonNm |
| PTIN | P01361079 | PTIN |
| Phone | 4402474835 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,461,874 | 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 | $513,960 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $426 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $426 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $146,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $146,299 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,100,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,488,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,100,788 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,761,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,247,513 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,813 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,708 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $596,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $596,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $657,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $596,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,104,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,247,513 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,279 | CashBOYAmt |
| Cash EOY | $15,192 | CashEOYAmt |
| Cash EOYFMV | $15,192 | CashEOYFMVAmt |
| Other Investments BOY | $7,087,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,220,819 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,446,682 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,131,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,236,011 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,461,874 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,131,846 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,236,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,131,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,236,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,131,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,236,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,131,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,104,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,236,011 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,236,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Charles Schwab Short Covered | P | 2020-01-30 | 2020-12-31 | $272,016 | $216,705 | $55,311 | $55,311 |
| Charles Schwab Long Covered | P | 2019-01-01 | 2020-12-31 | $3,778,253 | $3,485,575 | $292,678 | $292,678 |
| DFA Emerging Markets | P | 2019-01-01 | 2020-11-20 | $117,894 | $97,000 | $20,894 | $20,894 |
| DFA International Small Cap | P | 2019-01-01 | 2020-11-20 | $14,153 | $10,568 | $3,585 | $3,585 |
| DFA International Small Compa | P | 2019-01-01 | 2020-11-20 | $65,657 | $50,599 | $15,058 | $15,058 |
| DFA International Value | P | 2019-01-01 | 2020-11-20 | $57,329 | $57,850 | -$521 | -$521 |
| DFA Real Estate Securities | P | 2010-04-26 | 2020-11-20 | $68,773 | $37,428 | $31,345 | $31,345 |
| DFA US Large Cap Value | P | 2010-04-26 | 2020-11-20 | $108,547 | $60,276 | $48,271 | $48,271 |
| DFA US Micro Cap | P | 2011-06-15 | 2020-11-20 | $18,869 | $12,323 | $6,546 | $6,546 |
| DFA US Small Cap | P | 2010-04-26 | 2020-03-13 | $45,931 | $36,852 | $9,079 | $9,079 |
| Invesco QQQ Trust | P | 2010-04-22 | 2020-09-21 | $22,176 | $4,171 | $18,005 | $18,005 |
| Vanguard Short Term Bond | P | 2019-01-01 | 2020-03-13 | $783 | $772 | $11 | $11 |
| Morgan Stanley Short Covered | P | 2020-01-01 | 2020-12-31 | $83,525 | $84,047 | -$522 | -$522 |
| Spdr Gold Tr Gold Shs | P | 2020-05-29 | 2020-12-08 | $173,870 | $161,489 | $12,381 | $12,381 |
| Morgan Stanley Long Covered | P | 2019-01-01 | 2020-12-08 | $234,128 | $218,055 | $16,073 | $16,073 |
| Vanguard Inflat Protec Sec Adm | P | 2019-01-01 | 2020-12-08 | $35,320 | $30,864 | $4,456 | $4,456 |
| Morgan Stanley Short Covered | P | 2020-11-30 | 2020-12-31 | $277 | $277 | $0 | $0 |
| Morgan Stanley Long Covered | P | 2019-01-01 | 2020-12-31 | $793,453 | $741,440 | $52,013 | $52,013 |
| Colgate Palmolive Co | P | 1997-01-01 | 2020-12-18 | $514,565 | $1,980 | $512,585 | $512,585 |
| Pinco Short Term Inst | P | 2019-01-01 | 2020-12-09 | $1,844 | $1,831 | $13 | $13 |
| Vanguard Sh Tm Bd Indx Adm | P | 2010-04-12 | 2020-12-11 | $80,179 | $77,256 | $2,923 | $2,923 |
| Spdr Gold Tr Gold Shs | P | 2019-01-01 | 2020-12-04 | $59 | $59 | $59 | |
| Capital Gains Dividends | P | $545 | $545 | $545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,100,788 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,340 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,340 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,340 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,500 | 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 | $4,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,840 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.murphyfamilyfoundation.org | WebsiteAddressTxt |
| Individual With Books | Mrs Rita Carfagna | IndividualWithBooksNm |
| Phone | 2168317320 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 Carter Street | AddressLine1Txt |
| City | Solon | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Murlan J Murphy Jr | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Trustee | 2.00 | $0 | $0 | $0 |
| Raymond M Murphy | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Trustee | 2.00 | $0 | $0 | $0 |
| Paul J Murphy | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Trustee | 4.00 | $0 | $0 | $0 |
| Brian F Murphy | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Trustee | 2.00 | $0 | $0 | $0 |
| Rita M Carfagna | ||||||||
| 31025 Carter Street | Solon | OH | 44139 | Secretary | 4.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,098,355 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,158,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,158,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,036,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $401,812 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $401,812 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,340 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,340 | TotalTaxAmt |
| Distributable Before Adj | $384,472 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $384,472 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $384,472 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $596,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $596,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $596,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $384,472 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $614,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,456 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $515,758 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,315 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,382,137 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $596,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $384,472 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $212,128 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,594,265 | 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 | $614,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $979,908 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,456 | ExcessFromYear4Amt |
| Excess From Year3 | $515,758 | ExcessFromYear3Amt |
| Excess From Year2 | $116,315 | ExcessFromYear2Amt |
| Excess From Year1 | $50,251 | ExcessFromYear1Amt |
| Excess From Current Year | $212,128 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Rita M Carfagna | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31025 Carter Street | AddressLine1Txt |
| City | Solon | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168317320 | RecipientPhoneNum |
| Form And Info And Materials | Applicants should submit one copy of the following: A thorough description of the organization, including its history. The most recent audited financial report along with a list of the board of trustees. A thorough description of need, including project budget and evaluation plans and a list of foundations that provided past support and list of foundations currently being approached for this project. Lastly a copy of the organizations most recent IRS Form 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | There are three submission deadlines each year. February 28th, June 30th, and September 30th. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The requesting organization must be a certified 501(c)3. Additionally, Foundation policy requires a one-year hiatus in grantmaking to any organization that has received grants for three consecutive years. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| All Faiths Pantry | ||||||||
| PO Box 34239 | Parma | OH | 441340939 | None | Exempt | General Fund | $10,000 | |
| Benedictine High School | ||||||||
| 2900 Martin Luther King Jr Drive | Cleveland | OH | 441044802 | None | Exempt | General Fund | $5,000 | |
| Boys and Girls Clubs of Northeast Ohio | ||||||||
| 6114 Broadway Avenue | Cleveland | OH | 441271012 | None | Exempt | General Fund | $5,000 | |
| Case Western Reserve University | ||||||||
| 10900 Euclid Avenue | Cleveland | OH | 44106 | None | Exempt | General Fund | $500 | |
| Chestnut Hill College | ||||||||
| 9601 Germantown Avenue | Philadelphia | PA | 191182643 | None | Exempt | General Fund | $1,000 | |
| Christ Child Society | ||||||||
| 7901 Detroit Avenue | Cleveland | OH | 44102 | None | Exempt | General Fund | $5,000 | |
| City Mission | ||||||||
| 5310 Carnegie Avenue | Cleveland | OH | 441034360 | None | Exempt | General Fund | $7,500 | |
| Cleveland Central Catholic High School | ||||||||
| 6550 Baxter Avenue | Cleveland | OH | 44105 | None | Exempt | General Fund | $15,000 | |
| Cleveland Food Bank | ||||||||
| 15500 S Waterloo Road | Cleveland | OH | 441103800 | None | Exempt | General Fund | $16,000 | |
| Cleveland Kids Book Bank | ||||||||
| 3635 Perkins Avenue | Cleveland | OH | 441144606 | None | Exempt | General Fund | $5,000 | |
| Cleveland FoundationGreater Cleveland Relief Fund | ||||||||
| 1422 Euclid Avenue Suite 1300 | Cleveland | OH | 44115 | None | Exempt | General Fund | $5,000 | |
| Cleveland Orchestra (The Musical Arts Assoc) | ||||||||
| 11001 Euclid Avenue | Cleveland | OH | 441061713 | None | Exempt | General Fund | $1,000 | |
| Cleveland Rape Crisis Center | ||||||||
| 1228 Euclid Avenue Suite 200 | Cleveland | OH | 441151827 | None | Exempt | General Fund | $5,000 | |
| Community Investment Collaborative | ||||||||
| PO Box 2976 | Charlottesville | VA | 22902 | None | Exempt | General Fund | $1,000 | |
| Community Service Alliance | ||||||||
| 29314 Lincoln Road | Cleveland | OH | 44140 | None | Exempt | General Fund | $7,500 | |
| Cooperative For Assistance and Relief Everywhere | ||||||||
| 151 Ellis Street NE | Atlanta | GA | 30303 | None | Exempt | General Fund | $5,000 | |
| Countryside Food & Farms | ||||||||
| 4965 Quick Road | Peninsula | OH | 442649574 | None | Exempt | General Fund | $1,000 | |
| Cuyahoga Community College Foundation | ||||||||
| 700 Carnegie Avenue | Cleveland | OH | 441152833 | None | Exempt | General Fund | $5,000 | |
| Domestic Violence & Child Advocacy Center | ||||||||
| PO Box 5466 | Cleveland | OH | 44101 | None | Exempt | General Fund | $10,000 | |
| Downtown Cleveland Alliance | ||||||||
| 1010 Euclid Avenue | Cleveland | OH | 441151503 | None | Exempt | General Fund | $5,000 | |
| Edna House for Women | ||||||||
| 2007 West 65th Street | Cleveland | OH | 441024343 | None | Exempt | General Fund | $10,000 | |
| Encore Chamber Music Institute | ||||||||
| 8123 Detroit Avenue | Cleveland | OH | 44102 | None | Exempt | General Fund | $1,000 | |
| Eliza Bryant Village | ||||||||
| 7201 Wade Park Avenue | Cleveland | OH | 441032765 | None | Exempt | General Fund | $5,000 | |
| Esperanza | ||||||||
| 3104 W 25th Street 4th Floor | Cleveland | OH | 44109 | None | Exempt | General Fund | $5,000 | |
| Famicos Foundation | ||||||||
| 1325 Ansel Road | Cleveland | OH | 441061079 | None | Exempt | General Fund | $12,500 | |
| Family Promise of Greater Cleveland | ||||||||
| 3470 E 152nd Street | Cleveland | OH | 441061079 | None | Exempt | General Fund | $10,000 | |
| Fill this House | ||||||||
| 28914 Buchanan Drive | Bay Village | OH | 441401909 | None | Exempt | General Fund | $7,500 | |
| Florence Crittenton Services of Colorado | ||||||||
| 96 S Zuni Street | Denver | CO | 802231209 | None | Exempt | General Fund | $500 | |
| Focus North America-St Herman House of Hosp | ||||||||
| 600 N Bell Avenue Building 1 Suite | Carnegie | PA | 151064301 | None | Exempt | General Fund | $5,000 | 115 |
| Front Steps Housing | ||||||||
| 1545 West 25th Street | Cleveland | OH | 441133158 | None | Exempt | General Fund | $10,000 | |
| Gilmour Academy | ||||||||
| 34001 Cedar Road | Gates Mills | OH | 440409355 | None | Exempt | General Fund | $11,000 | |
| Habitat for Humanity International | ||||||||
| 2110 West 110th Street 2nd Floor | Cleveland | OH | 44102 | None | Exempt | General Fund | $10,000 | |
| Harvard College | ||||||||
| PO Box 419209 | Boston | MA | 022419209 | None | Exempt | General Fund | $500 | |
| Hathaway Brown School | ||||||||
| 19600 North Park Boulevard | Shaker Heights | OH | 44122 | None | Exempt | General Fund | $1,000 | |
| Haven Home | ||||||||
| 2971 East 61st Street | Cleveland | OH | 44127 | None | Exempt | General Fund | $1,500 | |
| Hope Medical Clinic | ||||||||
| PO Box 980311 | Ypsilanti | MI | 481980311 | None | Exempt | General Fund | $1,000 | |
| House of Champions | ||||||||
| 22066 West 47th Street | Cleveland | OH | 441024548 | None | Exempt | General Fund | $10,000 | |
| Human Needs Food Pantry | ||||||||
| 9 Labeel Street | Montclair | NJ | 07042 | None | Exempt | General Fund | $1,000 | |
| Joseph's Home | ||||||||
| 2412 Community College Ave | Cleveland | OH | 44115 | None | Exempt | General Fund | $13,000 | |
| Joseph's House of Cleveland | ||||||||
| 6108 St Clair Avenue | Cleveland | OH | 44103 | None | Exempt | General Fund | $5,500 | |
| Lake Street Council | ||||||||
| 919 E Lake Street | Minneapolis | MN | 554071615 | None | Exempt | General Fund | $1,000 | |
| Legal Aid Society | ||||||||
| 1223 West 6th Street | Cleveland | OH | 44113 | None | Exempt | General Fund | $10,000 | |
| Legal Works | ||||||||
| 2800 Euclid Avenue Suite 524 | Cleveland | OH | 441152418 | None | Exempt | General Fund | $5,000 | |
| Leukemia & Lymphoma Society | ||||||||
| PO Box 772392 | Detroit | MI | 48277 | None | Exempt | General Fund | $1,000 | |
| Malachi House | ||||||||
| 2810 Clinton Avenue | Cleveland | OH | 441132939 | None | Exempt | General Fund | $7,500 | |
| May Dugan Center | ||||||||
| 4115 Bridge Avenue | Cleveland | OH | 441133304 | None | Exempt | General Fund | $10,000 | |
| Medworks Unconditional Care | ||||||||
| 1950 Richmond Road TR 205 | Lyndhurst | OH | 44124 | None | Exempt | General Fund | $1,000 | |
| Mercy Housing | ||||||||
| 1999 Broadway Suite 1000 | Denver | CO | 802025704 | None | Exempt | General Fund | $500 | |
| Metanoia Project | ||||||||
| PO Box 93453 | Cleveland | OH | 441015453 | None | Exempt | General Fund | $15,000 | |
| Metro Catholic Parish School | ||||||||
| 1910 West 54th Street | Cleveland | OH | 44102 | None | Exempt | General Fund | $10,000 | |
| MetroHealth Foundation Inc | ||||||||
| 2500 Metrohealth Drive | Cleveland | OH | 441091998 | None | Exempt | General Fund | $10,000 | |
| NAACP Empowerment Programs | ||||||||
| 4805 Mount Hope Drive | Baltimore | MD | 212153206 | None | Exempt | General Fund | $1,000 | |
| National Immigration Housing | ||||||||
| 224 S Michigan Avenue Suite 600 | Chicago | IL | 60604 | None | Exempt | General Fund | $1,000 | |
| National MS Society | ||||||||
| 733 Third Avenue | New York | NY | 100173204 | None | Exempt | General Fund | $3,600 | |
| Partners in Health | ||||||||
| PO Box 996 | Frederick | MD | 217059942 | None | Exempt | General Fund | $101,000 | |
| PM Foundation | ||||||||
| 4909 Lorain Avenue | Cleveland | OH | 441023353 | None | Exempt | General Fund | $7,500 | |
| Progressive Arts Alliance Inc | ||||||||
| 3311 Perkins Avenue Suite 300 | Cleveland | OH | 441144642 | None | Exempt | General Fund | $3,000 | |
| Providence House | ||||||||
| 2050 West 32nd Street | Cleveland | OH | 441134018 | None | Exempt | General Fund | $15,000 | |
| Rainbow Babies & Childrens Hospitals (UH of Cleve) | ||||||||
| PO Box 94554 | Cleveland | OH | 44101 | None | Exempt | General Fund | $11,000 | |
| Refugee Response | ||||||||
| 101 West Prospect Suite 1600 | Cleveland | OH | 44115 | None | Exempt | General Fund | $1,000 | |
| Saint Anne's Bellfield School | ||||||||
| 2132 Ivy Road | Charlottesville | VA | 22903 | None | Exempt | General Fund | $1,000 | |
| Saint Paul Community Outreach | ||||||||
| 4427 Franklin Boulevard | Cleveland | OH | 441132845 | None | Exempt | General Fund | $5,000 | |
| Salvation Army | ||||||||
| PO Box 6538 | Cleveland | OH | 441011538 | None | Exempt | General Fund | $35,000 | |
| Seeds of Literacy | ||||||||
| 3104 W 25th Street Suite 3 | Cleveland | OH | 441091689 | None | Exempt | General Fund | $5,000 | |
| Society of St Vincent de Paul | ||||||||
| 1404 East 9th Street 3rd Floor | Cleveland | OH | 441141740 | None | Exempt | General Fund | $10,000 | |
| SOFIA | ||||||||
| PO Box 674 | Montclair | NJ | 070420674 | None | Exempt | General Fund | $1,000 | |
| Spanish American Committee for a Better Comm | ||||||||
| 4407 Lorain Avenue | Cleveland | OH | 44113 | None | Exempt | General Fund | $9,000 | |
| Stella Maris Inc | ||||||||
| 1320 Washington Avenue | Cleveland | OH | 44113 | None | Exempt | General Fund | $10,000 | |
| Together Rising | ||||||||
| 800 West Broad Street 6509 | Falls Church | VA | 22040 | None | Exempt | General Fund | $2,000 | |
| Towards Employment | ||||||||
| 1255 Euclid Avenue Suite 300 | Cleveland | OH | 44115 | None | Exempt | General Fund | $10,000 | |
| True Freedom Inc | ||||||||
| 11375 Caves Road | Chesterland | OH | 440261317 | None | Exempt | General Fund | $5,000 | |
| Unionville Tavern Preservation Society | ||||||||
| PO Box 826 | Madison | OH | 440570826 | None | Exempt | General Fund | $1,000 | |
| University Settlement | ||||||||
| 4800 Broadway Avenue | Cleveland | OH | 441271012 | None | Exempt | General Fund | $7,500 | |
| Ursuline College | ||||||||
| 2550 Lander Road | Pepper Pike | OH | 441244396 | None | Exempt | General Fund | $3,000 | |
| Ursuline Sisters of Cleveland | ||||||||
| 2600 Lander Road | Pepper Pike | OH | 441244396 | None | Exempt | General Fund | $3,000 | |
| Villa Angela St Joseph High School | ||||||||
| 18491 Lake Shore Blvd | Cleveland | OH | 441191282 | None | Exempt | General Fund | $5,000 | |
| Villanova University | ||||||||
| 800 E Lancaster Avenue | Villanova | PA | 190851603 | None | Exempt | General Fund | $5,000 | |
| West Side Catholic Center | ||||||||
| 3135 Lorain Avenue | Cleveland | OH | 441133407 | None | Exempt | General Fund | $10,000 | |
| Youth Opportunities Unlimited | ||||||||
| 1361 Euclid Avenue | Cleveland | OH | 44115 | None | Exempt | General Fund | $10,000 | |
| YWCA Greater Cleveland | ||||||||
| 4019 Prospect Avenue | Cleveland | OH | 441034317 | None | Exempt | General Fund | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $596,600 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $426 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $146,299 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,100,788 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,247,513 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,247,513 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Passive income is used to fund charitable activities |
| 4 | Passive income is used to fund charitable activities |
| 7 | Passive income is used to fund charitable activities |
| 8 | Passive income is used to fund charitable activities |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Paul Murphy | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2710 Chesterton Road | AddressLine1Txt |
| City | Shaker Heights | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $513,960 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6000 Shares of CL | NoncashPropertyDesc |
| Fair Market Value | $513,960 | FairMarketValueAmt |
| Received | 2020-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting/Tax Prep | CategoryTxt |
| Amt | $2,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Equities | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,220,819 | BookValueAmt |
| EOYFMV | $9,446,682 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Business Expenses, Dues | $11,667 | $0 | $0 |
| Bank Fees | -$72 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $46,813 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IRS | $0 | $0 | $0 |
| Ohio | $200 | $0 | $0 |