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CYRUS EATON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CYRUS EATON FOUNDATION (EIN 23-7440277)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202133159349102003
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

FieldValueIRS element (for citing)
Return2021-11-11T10:18:33-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341322309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CIUNI & PANICHI INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125201 CHAGRIN BLVD 200AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441225683ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237440277EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CYRUS EATON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCYRUBusinessNameControlTxt
Phone2163202285PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12475 LEE BLVD NO 2HAddressLine1Txt
CityCLEVELAND HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44118ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHW GULICKPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2163202285PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHWPersonFirstNm
Person LastGULICKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA L KNISELY CPAPreparerPersonNm
PTINP00769006PTIN
Phone2168317171PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,189,461FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$32,873InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$32,873InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$26,022DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,022DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$35,092NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$696,246GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$35,092CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$93,987TotalRevAndExpnssAmt
Total Net Invst Incm$93,987TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,176CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$14,176CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,850AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,959OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,472OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$487OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,285TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,832TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$453TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,093DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$1,093DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$12,929OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$12,929OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$13TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,518OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,518OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$58,823TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,397TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,426TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$136,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$136,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$195,223TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,397TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$168,826TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$101,236ExcessRevenueOverExpensesAmt
Net Investment Income$67,590NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,819CashBOYAmt
Cash EOY$1,727CashEOYAmt
Cash EOYFMV$1,727CashEOYFMVAmt
Sav And Temp Cash Invst BOY$109,587SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$108,661SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$108,661SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,732,794OtherInvestmentsBOYAmt
Other Investments EOY$2,630,234OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,071,365OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$15,300LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$13,255LandBldgEquipAccumDeprecAmt
Land BOY$3,138LandBOYAmt
Land EOY$2,045LandEOYAmt
Land EOYFMV$2,045LandEOYFMVAmt
Other Assets BOY$3,902OtherAssetsBOYAmt
Other Assets EOY$5,663OtherAssetsEOYAmt
Other Assets EOYFMV$5,663OtherAssetsEOYFMVAmt
Total Assets BOY$2,852,240TotalAssetsBOYAmt
Total Assets EOY$2,748,330TotalAssetsEOYAmt
Total Assets EOYFMV$3,189,461TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,318AccountsPayableBOYAmt
Accounts Payable EOY$1,644AccountsPayableEOYAmt
Total Liabilities BOY$4,318TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,644TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,847,922NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,746,686NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,847,922TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,746,686TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,852,240TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,748,330TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,847,922TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$101,236ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,746,686SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,746,686TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EXHIBIT AP$696,246$692,336$3,910$3,910
CAPITAL GAIN DIVIDENDSP$31,182$31,182
FieldValueIRS element (for citing)
Capital Gain Net Income$35,092CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$940InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$940SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$940TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$6EsPenaltyAmt
Overpayment$1,654OverpaymentAmt
Applied To ES Tax$1,654AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.CYRUSEATONFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksHW GULICKIndividualWithBooksNm
Phone2163202285PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12475 LEE BLVD SUITE 2HAddressLine1Txt
CityCLEVELAND HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44118ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CATHERINE I EATON
2475 LEE BLVD SUITE 2BCLEVELAND HEIGHTSOH44118PRESIDENT1.00$1,800$0$0
MATTHEW EATON
2475 LEE BLVD SUITE 2BCLEVELAND HEIGHTSOH44118TRUSTEE1.00$1,600$0$0
ALICE J GULICK
2475 LEE BLVD SUITE 2BCLEVELAND HEIGHTSOH44118SECRETARY2.00$2,138$0$0
HENRY W GULICK
2475 LEE BLVD SUITE 2BCLEVELAND HEIGHTSOH44118TREASURER5.00$3,638$0$0
RALPH P HIGGINS
2500 KEY CENTER 127 PUBLIC SQUARECLEVELAND HEIGHTSOH44114ASSISTANT TREASURER1.00$1,700$0$0
ROBERT LEFEVER
2475 LEE BLVD SUITE 2BCLEVELAND HEIGHTSOH44118TRUSTEE1.00$1,800$0$0
SHELLY ROSE
2475 LEE BLVD SUITE 2BCLEVELAND HEIGHTSOH44118TRUSTEE1.00$1,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,999,070AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,492AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,002,562TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,002,562AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,038CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,957,524NetVlNoncharitableAssetsAmt
Minimum Investment Return$147,876MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$147,876MinimumInvestmentReturnAmt
Tax Based On Investment Income$940TaxBasedOnInvestmentIncomeAmt
Total Tax$940TotalTaxAmt
Distributable Before Adj$146,936DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$146,936DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$146,936DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$168,826ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$168,826QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$168,826AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$146,936DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$24,154ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,679ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,856ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$20,887ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,283ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$92,859TotalExcessDistributionCyovAmt
Qualifying Distributions$168,826QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$146,936AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,890RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$114,749TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$24,154ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$90,595ExcessDistriCyovToNextYrAmt
Excess From Year4$29,679ExcessFromYear4Amt
Excess From Year3$5,856ExcessFromYear3Amt
Excess From Year2$20,887ExcessFromYear2Amt
Excess From Year1$12,283ExcessFromYear1Amt
Excess From Current Year$21,890ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE CYRUS EATON FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12475 LEE BLVD SUITE 2HAddressLine1Txt
CityCLEVELAND HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44118ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2163202285RecipientPhoneNum
Form And Info And MaterialsLETTER OF REQUEST, BUDGET FOR PROJECT, FINANCIAL STATEMENTS, EXEMPTION LTRFormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 1ST AND OCTOBER 1ST OF EACH CALENDAR YEARSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
BRIERMOST FOUNDATION INC
P O BOX 34024PARMAOH44134NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
BROADWAY CHRISTIAN CHURCH
3803 CLINTON AVECLEVELANDOH44113NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,500
CENTRE FOR LOCAL PROSPERITY
NONEPUBLIC CHARITYUNRESTRICTED GIFT$8,00031 ASHVALE LANENOVA SCOTIACA
CLEVELAND ARTS EDUCATION CONSORTIUM
2121 EUCLID AVE MU315CLEVELANDOH44115NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
CLEVELAND FOOD BANK INC
15500 SOUTH WATERLOO ROADCLEVELANDOH44110NONEPUBLIC CHARITYUNRESTRICTED GIFT$7,500
CLEVELAND HEARING AND SPEECH
11635 EUCLID AVECLEVELANDOH44106NONEPUBLIC CHARITYUNRESTRICTED GIFT$1,500
CLEVELAND RAPE CRISIS CENTER
1228 EUCLID AVE SUITE 200CLEVELANDOH44115NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,500
CONTEMPORARY YOUTH ORCHESTRA
2900 COMMUNITY COLLEGE AVENUECLEVELANDOH44115NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
CORNERSTONE OF HOPE
5905 BRECKSVILLE ROADINDEPENDENCEOH44131NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
CROWN POINT ECOLOGY CENTER
3220 IRA ROADBATHOH44210NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,500
CUYAHOGA COMMUNITY COLLEGE FOUNDATION
700 CARNEGIE AVENUECLEVELANDOH44115NONEPUBLIC CHARITYRESTRICTED GIFT$1,500
DOMESTIC VIOLENCE PROJECT INC
P O BOX 9459CANTONOH44711NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
ENSEMBLE THEATRE
P O BOX 181309CLEVELANDOH44118NONEPUBLIC CHARITYUNRESTRICTED GIFT$3,500
FAMILY PROMISE OF GREATER CLEVELAND
3470 EAST 152ND STCLEVELANDOH44120NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,500
FIELDSTONE FARM
16497 SNYDER ROADCHAGRIN FALLSOH44023NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,500
FINDINGBLANK INC
736 SHERWOOD RDAURORAOH44202NONEPUBLIC CHARITYUNRESTRICTED GIFT$1,000
HANNAH'S HOME
P O BOX 1395MENTOROH44061NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,400
HUNGER NETWORK OF GREATER CLEVELAND
4415 EUCLID AVE SUITE 110CLEVELANDOH44103NONEPUBLIC CHARITYUNRESTRICTED GIFTUNRESTRICTED GIFT$3,000
IMPROBABLE PLAYERS
25 DORCHESTER AVEBOSTONMA02205NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
JOSEPH'S HOME
2412 COMMUNITY COLLEGE AVECLEVELANDOH44115NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
LAKE ERIE INK
2843 WASHINGTON BLVDCLEVELAND HTSOH44118NONEPUBLIC CHARITYUNRESTRICTED GIFT$1,500
LEGALWORKS INC
6209 STORER AVENUE W 65TH STCLEVELANDOH44102NONEPUBLIC CHARITYUNRESTRICTED GIFT$3,000
LESBIAN GAY BISEXUAL TRANSGENDER COMMUNITY CENTER GREATER CLEVELAND
6705 DETROIT ROADCLEVELANDOH44102NONEPUBLIC CHARITYUNRESTRICTED GIFT$3,000
LOCAL 4 MUSIC FUND
3631 PERKINS AVENUE SUITE 4C NORTHCLEVELANDOH44114NONEPUBLIC CHARITYUNRESTRICTED GIFT$1,000
MAY DUGAN CENTER
4115 BRIDGE AVECLEVELANDOH44113NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,500
METROHEALTH FRIENDS OF MOTHERS & INFANTS
4757 LORAIN AVECLEVELANDOH44102NONEPUBLIC CHARITYUNRESTRICTED GIFT$1,000
NATURE CENTER AT SHAKER LAKES
2600 SOUTH PARK BLVDCLEVELANDOH44120NONEPUBLIC CHARITYUNRESTRICTED GIFT$1,000
PROJECT HABIT
9005 METCAF ROADKIRTLANDOH44094NONEPUBLIC CHARITYUNRESTRICTED GIFT$1,500
PROJECT HOPE FOR THE HOMELESS ECUMENICAL SHELTER NETWORK OF LAKE COUNTY INC
25 FREEDOM ROADPAINESVILLE TOWNSHIPOH44077NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
PUGWASH PARK COMMISSION
NONEPUBLIC CHARITYUNRESTRICTED GIFT$30,000P O BOX 58NOVA SCOTIACA
ST MALACHI CENTER
2416 SUPERIOR VIADUCTCLEVELANDOH44113NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
THE MEETING PLACE LEARNING CENTER
2636 E 115TH STREETCLEVELANDOH44104NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
TRINITY CATHEDRAL
2230 EUCLID AVECLEVELANDOH44115NONEPUBLIC CHARITYUNRESTRICTED GIFT$3,000
UNION MILES DEVELOPMENT
601 LAKESIDE AVECLEVELANDOH44114NONEPUBLIC CHARITYUNRESTRICTED GIFT$1,000
US PUGWASH
1111 19TH ST NW SUITE 1200WASHINGTONDC20036NONEPUBLIC CHARITYUNRESTRICTED GIFT$20,000
WEST SIDE CATHOLIC CENTER
3135 LORAIN AVECLEVELANDOH44113NONEPUBLIC CHARITYUNRESTRICTED GIFT$3,000
WESTERN RESERVE LAND CONSERVANCY
3850 CHAGRIN RIVER ROADMORELAND HILLSOH44022NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
WOMENSAFE INC
12041 RAVENNA RDCHARDONOH44024NONEPUBLIC CHARITYUNRESTRICTED GIFT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$136,400TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,873ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,022ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,092ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$93,987ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$93,987TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,850Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,850DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,630,234BookValueAmt
EOYFMV$3,071,365EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPREPAID EXPENSES & DEPOSITSDesc
BOY Book Value$3,902BOYBookValueAmt
EOY Book Value$5,663EOYBookValueAmt
EOYFMV$5,663EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
D&O INSURANCE$1,277$0$1,277
OFFICE SUPPLIES$55$0$55
MISCELLANEOUS$1,186$0$1,186

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AGENCY FEE$23,472$23,472$0
STATUATORY AGENT FEE$487$0$487

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$1,832$1,832$0
STATE FILING FEE$453$0$453