PARK FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PARK FAMILY FOUNDATION (EIN 20-0791170)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349103073
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T12:55:14-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941506700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARK CORPORATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 RIVERSIDE DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44135 | 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 | 200791170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARK | BusinessNameControlTxt |
| Phone | 2162652620 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 RIVERSIDE DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN K PARK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2162652620 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAN | PersonFirstNm |
| Person Last | PARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JERALD A KRUEGER | PreparerPersonNm |
| PTIN | P01787041 | PTIN |
| Phone | 2162674870 | PhoneNum |
| Preparation | 2021-11-12 | PreparationDt |
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-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,665,105 | 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 | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $939,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $939,758 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,835,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,105,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,835,379 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $102,868 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $102,868 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,878,205 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,878,005 | 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 |
| Taxes Rev And Expnss | $35,052 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $158,476 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $144,363 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $193,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,363 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,113 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,730,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,730,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,924,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,363 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,744,863 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $953,927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,733,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $178,652 | CashBOYAmt |
| Cash EOY | $116,578 | CashEOYAmt |
| Cash EOYFMV | $116,578 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,170,862 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,840,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,840,598 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,496,045 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,269,694 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,089,439 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,898,389 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,376,464 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,376,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,921,991 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,689,197 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,418,146 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,247,303 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,640,246 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,640,246 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,640,246 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,821,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,481,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,665,105 | 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 | $42,821,160 | RetainedEarningBOYAmt |
| Retained Earning EOY | $43,481,471 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,821,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,481,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,821,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,481,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,821,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $953,927 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,775,087 | SubtotalAmt |
| Other Decreases | $293,616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,481,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (177 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| GAIN | P | $0 | $0 | ||||
| PUT SPY JUL 00275.000 | -$40,399 | -$40,399 | 2020-04-22 | 2020-07-20 | $40,399 | ||
| PUT SPY DEC 00280.000 | -$21,403 | -$21,403 | 2020-05-18 | 2020-12-21 | $21,403 | ||
| CALL HD SEP 00240.000 | -$400 | -$400 | 2020-05-13 | 2020-04-29 | $1,500 | $1,100 | |
| CALL LMT JUN 00440.000 | $1,180 | $1,180 | 2020-05-13 | 2020-04-23 | $140 | $1,320 | |
| CALL JPM JAN 00150.000 | $28 | $28 | 2020-08-10 | 2020-07-14 | $72 | $100 | |
| CALL C SEP 00070.000 | $798 | $798 | 2020-08-10 | 2020-04-29 | $112 | $910 | |
| PUT SPY DEC 00314.000 | -$14,295 | -$14,295 | 2020-09-04 | 2020-12-21 | $14,295 | ||
| CALL MSFT JUN 00190.000 | $210 | $210 | 2020-05-13 | 2020-04-23 | $2,220 | $2,430 | |
| CALL BLK JUL 00580.000 | -$90 | -$90 | 2020-07-17 | 2020-04-29 | $840 | $750 | |
| CALL WMT JUN 00150.000 | $600 | $600 | 2020-05-19 | 2020-04-23 | $120 | $720 | |
| CALL JPM SEP 00135.000 | $135 | $135 | 2020-05-19 | 2020-04-29 | $60 | $195 | |
| BLACKSTONE GROUP INC COM | -$19,146 | -$19,146 | 2019-09-13 | 2020-03-18 | $53,247 | $34,101 | |
| CHEVRON CORP | $527 | $527 | 2019-01-24 | 2020-01-07 | $11,340 | $11,867 | |
| CHEVRON CORP | -$614 | -$614 | 2019-03-19 | 2020-01-07 | $12,481 | $11,867 | |
| CATERPILLAR INC DEL | -$2,192 | -$2,192 | 2020-02-19 | 2020-04-13 | $13,668 | $11,476 | |
| EXXON MOBIL CORP COM | -$18,900 | -$18,900 | 2019-03-19 | 2020-03-19 | $32,259 | $13,359 | |
| EXXON MOBIL CORP COM | -$22,219 | -$22,219 | 2019-05-02 | 2020-03-19 | $38,918 | $16,699 | |
| INTEL CORP | -$12,513 | -$12,513 | 2020-05-28 | 2020-08-11 | $56,702 | $44,189 | |
| PRUDENTIAL FINANCIAL INC | $0 | $0 | 2020-02-19 | 2020-06-01 | $9,329 | $6,074 | |
| PRUDENTIAL FINANCIAL INC | -$3,512 | -$3,512 | 2020-02-19 | 2020-06-01 | $9,586 | $6,074 | |
| PRUDENTIAL FINANCIAL INC | -$769 | -$769 | 2020-05-28 | 2020-06-01 | $18,990 | $18,221 | |
| PFIZER INC | -$830 | -$830 | 2019-03-19 | 2020-02-25 | $4,218 | $3,388 | |
| PFIZER INC | -$4,209 | -$4,209 | 2019-05-02 | 2020-02-25 | $24,534 | $20,325 | |
| PFIZER INC | -$242 | -$242 | 2019-08-21 | 2020-02-25 | $7,017 | $6,775 | |
| ROYAL DUTCH SHEL PLC | -$3,805 | -$3,805 | 2019-03-19 | 2020-02-25 | $13,029 | $9,224 | |
| ROYAL DUTCH SHEL PLC | -$5,683 | -$5,683 | 2019-05-02 | 2020-02-25 | $19,518 | $13,835 | |
| V F CORPORATION | -$1,109 | -$1,109 | 2020-02-19 | 2020-10-20 | $8,352 | $7,243 | |
| V F CORPORATION | $4,980 | $4,980 | 2020-05-28 | 2020-10-20 | $23,990 | $28,970 | |
| AMN ELEC POWER CO | $7,585 | $7,585 | 2013-11-12 | 2020-05-28 | $9,500 | $17,085 | |
| AMN ELEC POWER CO | $118 | $118 | 2019-05-02 | 2020-05-28 | $16,967 | $17,085 | |
| AMGEN INC COM | $3,345 | $3,345 | 2018-01-23 | 2020-05-28 | $19,186 | $22,531 | |
| CARRIER GLOBAL CORP REG | -$2,533 | -$2,533 | 2017-10-31 | 2020-04-13 | $8,214 | $5,681 | |
| CARRIER GLOBAL CORP REG | -$896 | -$896 | 2018-01-23 | 2020-04-13 | $2,316 | $1,420 | |
| CARRIER GLOBAL CORP REG | -$358 | -$358 | 2018-02-14 | 2020-04-13 | $1,068 | $710 | |
| CARRIER GLOBAL CORP REG | -$240 | -$240 | 2018-03-14 | 2020-04-13 | $666 | $426 | |
| CARRIER GLOBAL CORP REG | -$458 | -$458 | 2018-04-24 | 2020-04-13 | $1,452 | $994 | |
| CARRIER GLOBAL CORP REG | -$284 | -$284 | 2019-01-24 | 2020-04-13 | $994 | $710 | |
| CARRIER GLOBAL CORP REG | -$740 | -$740 | 2019-03-19 | 2020-04-13 | $2,160 | $1,420 | |
| CHEVRON CORP | $1,966 | $1,966 | 2018-10-29 | 2020-01-07 | $21,769 | $23,735 | |
| CHEVRON CORP | -$6 | -$6 | 2018-11-30 | 2020-01-07 | $11,873 | $11,867 | |
| CROWN CASTLE REIT INC | $11,601 | $11,601 | 2018-03-14 | 2020-05-28 | $21,820 | $33,421 | |
| CHUBB LTD | -$2,477 | -$2,477 | 2019-03-19 | 2020-05-28 | $27,147 | $24,670 | |
| CHUBB LTD | -$1,083 | -$1,083 | 2018-10-29 | 2020-06-01 | $36,921 | $35,838 | |
| CHUBB LTD | -$2,492 | -$2,492 | 2019-01-24 | 2020-06-01 | $26,384 | $23,892 | |
| CHUBB LTD | -$1,627 | -$1,627 | 2019-03-19 | 2020-06-01 | $13,573 | $11,946 | |
| CISCO SYSTEMS INC COM | $1,668 | $1,668 | 2018-01-23 | 2020-05-28 | $16,820 | $18,488 | |
| CISCO SYSTEMS INC COM | $73 | $73 | 2018-03-14 | 2020-05-28 | $3,625 | $3,698 | |
| CISCO SYSTEMS INC COM | $324 | $324 | 2018-04-24 | 2020-05-28 | $5,222 | $5,546 | |
| CISCO SYSTEMS INC COM | $524 | $524 | 2018-10-29 | 2020-05-28 | $8,720 | $9,244 | |
| CISCO SYSTEMS INC COM | -$279 | -$279 | 2018-11-30 | 2020-05-28 | $9,523 | $9,244 | |
| CISCO SYSTEMS INC COM | $151 | $151 | 2019-01-24 | 2020-05-28 | $9,093 | $9,244 | |
| CISCO SYSTEMS INC COM | -$2,093 | -$2,093 | 2019-03-19 | 2020-05-28 | $15,959 | $13,866 | |
| CISCO SYSTEMS INC COM | $2,450 | $2,450 | 2017-09-25 | 2020-10-27 | $26,860 | $29,310 | |
| CISCO SYSTEMS INC COM | -$3,247 | -$3,247 | 2018-01-23 | 2020-10-27 | $25,230 | $21,983 | |
| CISCO SYSTEMS INC COM | -$515 | -$515 | 2018-02-14 | 2020-10-27 | $4,179 | $3,664 | |
| EXXON MOBIL CORP COM | -$29,121 | -$29,121 | 2018-05-23 | 2020-03-19 | $49,160 | $20,039 | |
| EXXON MOBIL CORP COM | -$8,729 | -$8,729 | 2018-10-29 | 2020-03-19 | $15,409 | $6,680 | |
| EXXON MOBIL CORP COM | -$9,172 | -$9,172 | 2018-11-30 | 2020-03-19 | $15,852 | $6,680 | |
| EXXON MOBIL CORP COM | -$3,801 | -$3,801 | 2019-01-24 | 2020-03-19 | $7,141 | $3,340 | |
| JPMORGAN CHASE & CO | -$1,026 | -$1,026 | 2018-11-30 | 2020-05-28 | $11,106 | $10,080 | |
| JPMORGAN CHASE & CO | -$1,018 | -$1,018 | 2019-05-22 | 2020-05-28 | $11,098 | $10,080 | |
| LOCKHEED MARTIN CORP | $25,159 | $25,159 | 2014-01-14 | 2020-05-28 | $15,045 | $40,204 | |
| MERCK AND CO INC SHS | $81 | $81 | 2018-11-30 | 2020-05-28 | $15,804 | $15,885 | |
| MERCK AND CO INC SHS | $655 | $655 | 2019-01-24 | 2020-05-28 | $7,287 | $7,942 | |
| MERCK AND CO INC SHS | -$448 | -$448 | 2019-03-19 | 2020-05-28 | $16,333 | $15,885 | |
| MERCK AND CO INC SHS | -$164 | -$164 | 2019-05-22 | 2020-05-28 | $8,106 | $7,942 | |
| MICROSOFT CORP | $7,880 | $7,880 | 2019-01-09 | 2020-05-28 | $10,474 | $18,354 | |
| OTIS WORLDWIDE CORP REG | -$2,927 | -$2,927 | 2017-10-31 | 2020-04-13 | $12,316 | $9,389 | |
| OTIS WORLDWIDE CORP REG | -$1,126 | -$1,126 | 2018-01-23 | 2020-04-13 | $3,473 | $2,347 | |
| OTIS WORLDWIDE CORP REG | -$427 | -$427 | 2018-02-14 | 2020-04-13 | $1,601 | $1,174 | |
| OTIS WORLDWIDE CORP REG | -$294 | -$294 | 2018-03-14 | 2020-04-13 | $998 | $704 | |
| OTIS WORLDWIDE CORP REG | -$533 | -$533 | 2018-04-24 | 2020-04-13 | $2,176 | $1,643 | |
| OTIS WORLDWIDE CORP REG | -$317 | -$317 | 2019-01-24 | 2020-04-13 | $1,491 | $1,174 | |
| OTIS WORLDWIDE CORP REG | -$892 | -$892 | 2019-03-19 | 2020-04-13 | $3,239 | $2,347 | |
| PEPSICO INC | $3,400 | $3,400 | 2018-07-06 | 2020-05-28 | $16,463 | $19,863 | |
| PEPSICO INC | $739 | $739 | 2019-03-19 | 2020-05-28 | $5,882 | $6,621 | |
| PFIZER INC | $6,554 | $6,554 | 2016-02-22 | 2020-02-25 | $51,034 | $57,588 | |
| PFIZER INC | $53 | $53 | 2016-05-10 | 2020-02-25 | $16,885 | $16,938 | |
| PFIZER INC | $386 | $386 | 2016-11-04 | 2020-02-25 | $3,002 | $3,388 | |
| ROYAL DUTCH SHEL PLC | -$16,978 | -$16,978 | 2016-07-27 | 2020-02-25 | $90,767 | $73,789 | |
| ROYAL DUTCH SHEL PLC | -$1,731 | -$1,731 | 2017-02-24 | 2020-02-25 | $10,955 | $9,224 | |
| ROYAL DUTCH SHEL PLC | -$1,581 | -$1,581 | 2018-11-30 | 2020-02-25 | $6,193 | $4,612 | |
| TARGET CORP COM | $4,085 | $4,085 | 2018-01-23 | 2020-05-28 | $7,813 | $11,898 | |
| TARGET CORP COM | $4,077 | $4,077 | 2019-03-19 | 2020-05-28 | $7,821 | $11,898 | |
| TORONTO DOMINION BANK | $797 | $797 | 2012-07-18 | 2020-10-07 | $3,984 | $4,781 | |
| TORONTO DOMINION BANK | $1,552 | $1,552 | 2012-07-19 | 2020-10-07 | $8,010 | $9,562 | |
| TORONTO DOMINION BANK | $3,289 | $3,289 | 2013-04-15 | 2020-10-07 | $15,836 | $19,125 | |
| TORONTO DOMINION BANK | $2,767 | $2,767 | 2013-05-14 | 2020-10-07 | $16,358 | $19,125 | |
| TORONTO DOMINION BANK | -$745 | -$745 | 2018-11-30 | 2020-10-07 | $5,526 | $4,781 | |
| RAYTHEON TECHNOLOGIES | -$2,524 | -$2,524 | 2017-10-31 | 2020-04-21 | $27,404 | $24,880 | |
| RAYTHEON TECHNOLOGIES | -$1,507 | -$1,507 | 2018-01-23 | 2020-04-21 | $7,727 | $6,220 | |
| RAYTHEON TECHNOLOGIES | -$453 | -$453 | 2018-02-14 | 2020-04-21 | $3,563 | $3,110 | |
| RAYTHEON TECHNOLOGIES | -$354 | -$354 | 2018-03-14 | 2020-04-21 | $2,220 | $1,866 | |
| RAYTHEON TECHNOLOGIES | -$489 | -$489 | 2018-04-24 | 2020-04-21 | $4,843 | $4,354 | |
| RAYTHEON TECHNOLOGIES | -$207 | -$207 | 2019-01-24 | 2020-04-21 | $3,317 | $3,110 | |
| RAYTHEON TECHNOLOGIES | -$986 | -$986 | 2019-03-19 | 2020-04-21 | $7,206 | $6,220 | |
| WALMART INC | $2,373 | $2,373 | 2018-10-29 | 2020-05-28 | $9,981 | $12,354 | |
| KEURIG DR PEPPER INC | -$1,137 | -$1,137 | 2019-04-12 | 2020-03-26 | $15,954 | $14,817 | |
| KEURIG DR PEPPER INC | -$500 | -$500 | 2019-10-03 | 2020-03-26 | $5,439 | $4,939 | |
| KEURIG DR PEPPER INC | -$339 | -$339 | 2019-11-05 | 2020-03-26 | $2,808 | $2,469 | |
| SHERWIN WILLIAMS | -$4,339 | -$4,339 | 2019-06-05 | 2020-03-18 | $22,334 | $17,995 | |
| TOTAL S.A. SP ADR | -$1,702 | -$1,702 | 2019-08-30 | 2020-05-01 | $4,994 | $3,292 | |
| TOTAL S.A. SP ADR | -$3,350 | -$3,350 | 2019-10-03 | 2020-05-01 | $9,935 | $6,585 | |
| CAPITAL ONE FINL | -$25,041 | -$25,041 | 2018-07-06 | 2020-03-18 | $46,518 | $21,477 | |
| CAPITAL ONE FINL | -$3,725 | -$3,725 | 2019-01-24 | 2020-03-18 | $8,020 | $4,295 | |
| CHUBB LTD | $4,881 | $4,881 | 2012-01-10 | 2020-06-01 | $7,065 | $11,946 | |
| CHUBB LTD | $1,607 | $1,607 | 2014-06-26 | 2020-06-01 | $10,339 | $11,946 | |
| CHUBB LTD | -$824 | -$824 | 2016-06-03 | 2020-06-01 | $12,770 | $11,946 | |
| CHUBB LTD | -$3,734 | -$3,734 | 2016-12-07 | 2020-06-01 | $39,572 | $35,838 | |
| CHUBB LTD | -$2,694 | -$2,694 | 2017-10-12 | 2020-06-01 | $14,640 | $11,946 | |
| CHUBB LTD | $4,619 | $4,619 | 2012-02-09 | 2020-06-01 | $7,327 | $11,946 | |
| CHUBB LTD | $4,687 | $4,687 | 2012-03-19 | 2020-06-01 | $7,259 | $11,946 | |
| CHUBB LTD | $2,880 | $2,880 | 2013-04-15 | 2020-06-01 | $9,066 | $11,946 | |
| KEURIG DR PEPPER INC | -$1,511 | -$1,511 | 2018-10-31 | 2020-03-26 | $26,205 | $24,694 | |
| KEURIG DR PEPPER INC | -$653 | -$653 | 2019-01-24 | 2020-03-26 | $10,531 | $9,878 | |
| SHERWIN WILLIAMS | -$9,504 | -$9,504 | 2018-01-25 | 2020-03-18 | $63,488 | $53,984 | |
| SHERWIN WILLIAMS | -$2,304 | -$2,304 | 2018-02-28 | 2020-03-18 | $20,299 | $17,995 | |
| SHERWIN WILLIAMS | -$5,302 | -$5,302 | 2018-07-06 | 2020-03-18 | $41,292 | $35,990 | |
| SYSCO CORPORATION | -$47,292 | -$47,292 | 2017-08-30 | 2020-03-18 | $105,918 | $58,626 | |
| TOTAL S.A. SP ADR | -$12,095 | -$12,095 | 2016-02-12 | 2020-05-01 | $51,603 | $39,508 | |
| TOTAL S.A. SP ADR | -$5,816 | -$5,816 | 2016-06-03 | 2020-05-01 | $18,985 | $13,169 | |
| TOTAL S.A. SP ADR | -$4,909 | -$4,909 | 2016-12-07 | 2020-05-01 | $14,786 | $9,877 | |
| TOTAL S.A. SP ADR | -$2,148 | -$2,148 | 2017-10-12 | 2020-05-01 | $5,440 | $3,292 | |
| TOTAL S.A. SP ADR | -$2,057 | -$2,057 | 2019-01-24 | 2020-05-01 | $5,349 | $3,292 | |
| TOTAL S.A. SP ADR | -$2,370 | -$2,370 | 2019-04-12 | 2020-05-01 | $5,662 | $3,292 | |
| TOTAL S.A. SP ADR | -$2,466 | -$2,466 | 2019-04-23 | 2020-05-01 | $5,758 | $3,292 | |
| ALTRIA GROUP INC | $11,799 | $11,799 | 2013-02-21 | 2020-09-03 | $52,902 | $64,701 | |
| AMAZON COM INC COM | $279,613 | $279,613 | 2013-11-25 | 2020-08-13 | $37,648 | $317,261 | |
| AMAZON COM INC COM | $182,177 | $182,177 | 2018-01-23 | 2020-08-13 | $135,084 | $317,261 | |
| AMAZON COM INC COM | $444,152 | $444,152 | 2013-11-25 | 2020-09-03 | $56,472 | $500,624 | |
| AMERICAN AIRLS GROUP INC | -$20,048 | -$20,048 | 2014-11-04 | 2020-02-11 | $64,797 | $44,749 | |
| ALPHABET INC SHS CL A | $123,742 | $123,742 | 2016-07-29 | 2020-09-03 | $120,403 | $244,145 | |
| APPLE INC | $575,345 | $575,345 | 2013-10-28 | 2020-08-13 | $113,380 | $688,725 | |
| APPLE INC | $414,342 | $414,342 | 2013-10-28 | 2020-09-03 | $75,587 | $489,929 | |
| BP PLC SPON ADR | -$73,094 | -$73,094 | 2011-03-15 | 2020-02-11 | $438,389 | $365,295 | |
| CHECK POINT SOFTWRE TECH | $119,272 | $119,272 | 2013-10-28 | 2020-02-11 | $116,810 | $236,082 | |
| DELTA AIR LINES INC | $24,443 | $24,443 | 2014-11-04 | 2020-02-11 | $63,746 | $88,189 | |
| VANGUARD TOTAL STK MKT | $128,949 | $128,949 | 2013-05-14 | 2020-08-13 | $127,363 | $256,312 | |
| VANGUARD TOTAL STK MKT | $134,769 | $134,769 | 2013-05-14 | 2020-09-03 | $127,363 | $262,132 | |
| ISHARES NASDAQ BIOTECH | $2,595 | $2,595 | 2018-01-23 | 2020-09-03 | $23,411 | $26,006 | |
| ISHARES PHLX | $57,176 | $57,176 | 2018-01-23 | 2020-02-24 | $188,169 | $245,345 | |
| VANGUARD MID-CAP ETF | $78,851 | $78,851 | 2013-05-17 | 2020-08-13 | $99,020 | $177,871 | |
| VANGUARD MID-CAP ETF | $80,021 | $80,021 | 2013-05-17 | 2020-09-03 | $99,020 | $179,041 | |
| VANGUARD INFORMATION | $434,079 | $434,079 | 2014-09-25 | 2020-02-24 | $278,214 | $712,293 | |
| VANGUARD INFORMATION | $53,247 | $53,247 | 2018-01-23 | 2020-02-24 | $124,826 | $178,073 | |
| REAL ESTATE SELECT | $12,205 | $12,205 | 2016-09-22 | 2020-02-24 | $45,277 | $57,482 | |
| REAL ESTATE SELECT | $4,670 | $4,670 | 2016-11-23 | 2020-02-24 | $12,232 | $16,902 | |
| GOLDMAN SACHS GROUP INC | -$5,180 | -$5,180 | 2018-01-23 | 2020-09-03 | $25,900 | $20,720 | |
| VANGUARD RUSSELL 2000 | $9,939 | $9,939 | 2016-11-23 | 2020-08-13 | $53,375 | $63,314 | |
| VANGUARD RUSSELL 2000 | $5,210 | $5,210 | 2016-11-23 | 2020-09-03 | $32,025 | $37,235 | |
| NVIDIA | $54,882 | $54,882 | 2018-01-29 | 2020-09-03 | $49,360 | $104,242 | |
| PALO ALTO NETWORKS INC | $16,256 | $16,256 | 2018-01-23 | 2020-09-03 | $31,933 | $48,189 | |
| MATERIALS SELECT SECTOR | $29,910 | $29,910 | 2013-02-28 | 2020-02-24 | $58,023 | $87,933 | |
| MATERIALS SELECT SECTOR | -$6,462 | -$6,462 | 2018-01-23 | 2020-02-24 | $94,395 | $87,933 | |
| HEALTH CARE SELECT SPDR | $17,980 | $17,980 | 2018-01-23 | 2020-08-13 | $88,785 | $106,765 | |
| HEALTH CARE SELECT SPDR | $20,736 | $20,736 | 2014-09-25 | 2020-09-03 | $32,343 | $53,079 | |
| HEALTH CARE SELECT SPDR | $8,686 | $8,686 | 2018-01-23 | 2020-09-03 | $44,393 | $53,079 | |
| SECTOR SPDR CONSMRS STPL | $102,935 | $102,935 | 2012-06-07 | 2020-02-24 | $118,836 | $221,771 | |
| CONSUMER DISCRETIONARY | $206,265 | $206,265 | 2012-06-07 | 2020-02-24 | $108,341 | $314,606 | |
| SECTOR SPDR ENERGY | -$39,327 | -$39,327 | 2018-01-23 | 2020-02-24 | $116,815 | $77,488 | |
| SPDR US FINANCIAL SECTOR | -$19,124 | -$19,124 | 2018-01-23 | 2020-08-13 | $119,352 | $100,228 | |
| SPDR US FINANCIAL SECTOR | $8,386 | $8,386 | 2016-11-23 | 2020-09-03 | $67,077 | $75,463 | |
| SPDR US FINANCIAL SECTOR | -$4,684 | -$4,684 | 2018-01-23 | 2020-09-03 | $29,838 | $25,154 | |
| SECTOR SPDR INDUSTRIAL | $28,263 | $28,263 | 2016-11-23 | 2020-02-24 | $93,490 | $121,753 | |
| SECTOR SPDR UTILITIES | $11,307 | $11,307 | 2012-06-07 | 2020-09-03 | $18,446 | $29,753 | |
| SPDR S&P 500 ETF TRUST | $174,630 | $174,630 | 2013-05-03 | 2020-08-13 | $161,963 | $336,593 | |
| SPDR S&P 500 ETF TRUST | $91,529 | $91,529 | 2013-05-03 | 2020-09-03 | $80,982 | $172,511 | |
| UNITED AIRLINES HLDGS | $30,143 | $30,143 | 2014-11-04 | 2020-02-11 | $66,794 | $96,937 | |
| SECTOR SPDR ENERGY | -$26,422 | -$26,422 | 2011-01-19 | 2020-02-24 | $98,745 | $72,323 | |
| SECTOR SPDR ENERGY | -$15,522 | -$15,522 | 2011-03-01 | 2020-02-24 | $46,517 | $30,995 | |
| SECTOR SPDR INDUSTRIAL | $126,555 | $126,555 | 2011-01-19 | 2020-02-24 | $100,716 | $227,271 | |
| SECTOR SPDR INDUSTRIAL | $62,581 | $62,581 | 2011-03-01 | 2020-02-24 | $51,055 | $113,636 | |
| SECTOR SPDR INDUSTRIAL | $34,289 | $34,289 | 2011-04-01 | 2020-02-24 | $30,646 | $64,935 | |
| PLAINS ALL AMERN PIPL LP | $47,181 | $47,181 | 2011-01-18 | 2020-01-15 | $102,016 | $149,197 | |
| PLAINS ALL AMERN PIPL LP | $11,794 | $11,794 | 2013-02-27 | 2020-01-15 | $25,505 | $37,299 | |
| CAPITAL GAINS DIVIDENDS | P | $88,574 | $88,574 | $88,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,835,379 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $65,798 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $65,798 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $65,798 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,958 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $82,958 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $240 | EsPenaltyAmt |
| Overpayment | $16,920 | OverpaymentAmt |
| Applied To ES Tax | $16,920 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PARK CORPORATION | IndividualWithBooksNm |
| Phone | 2162674870 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 RIVERSIDE DRIVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44135 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAYMOND P PARK | ||||||||
| 6200 RIVERSIDE DRIVE | CLEVELAND | OH | 44135 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| DAN K PARK | ||||||||
| 6200 RIVERSIDE DRIVE | CLEVELAND | OH | 44135 | VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| KELLY C PARK | ||||||||
| 6200 RIVERSIDE DRIVE | CLEVELAND | OH | 44135 | VICE PRESIDENT, TREASURER | 4.00 | $0 | $0 | $0 |
| PIPER A PARK | ||||||||
| 6200 RIVERSIDE DRIVE | CLEVELAND | OH | 44135 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| PATRICK M PARK | ||||||||
| 6200 RIVERSIDE DRIVE | CLEVELAND | OH | 44135 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| RICKY L BERTRAM | ||||||||
| 6200 RIVERSIDE DRIVE | CLEVELAND | OH | 44135 | 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 | THE PARK FOUNDATION DID NOT ENGAGE IN ANY DIRECT CHARITABLE ACTIVITIES DURING 2020 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $51,839,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,977,534 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,977,534 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $779,663 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,197,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,559,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,559,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $65,798 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $65,798 | TotalTaxAmt |
| Distributable Before Adj | $2,494,096 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,494,096 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,494,096 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,744,863 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,744,863 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,744,863 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,494,096 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,992 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,810,145 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $342,042 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,473,640 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $372,266 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,004,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,744,863 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,494,096 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,250,767 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,254,852 | 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 | $5,992 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,248,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,810,145 | ExcessFromYear4Amt |
| Excess From Year3 | $342,042 | ExcessFromYear3Amt |
| Excess From Year2 | $2,473,640 | ExcessFromYear2Amt |
| Excess From Year1 | $372,266 | ExcessFromYear1Amt |
| Excess From Current Year | $1,250,767 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RAYMOND P PARK | ContributingManagerNm |
| Contributing Manager | DAN K PARK | ContributingManagerNm |
| Contributing Manager | KELLY C PARK | ContributingManagerNm |
| Contributing Manager | PIPER A PARK | ContributingManagerNm |
| Contributing Manager | PATRICK M PARK | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN AUTOIMMUNE RELATED DISEASE ASSOCIATION | |||||||
| 22100 GRATIOT AVE | EASTPOINTE | MI | 48021 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| BEAVERTON ARTS FOUNDATION | |||||||
| POBOX 2 | BEAVERTON | OR | 97075 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| BEAVERTON ARTS FOUNDATION | |||||||
| POBOX 2 | BEAVERTON | OR | 97075 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $75,000 |
| BENEDICTINE SISTERS OF THE SACRED HEART | |||||||
| 1910 MAPLE AVE | LISLE | IL | 650322164 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| CARSON SCHOLARS FUND | |||||||
| 305 W CHESAPEAKE AVE | TOWSON | MD | 21204 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| CHAGRIN ARTS | |||||||
| PO BOX 623 | CHAGRIN FALLS | OH | 44022 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000 |
| CITY YEAR CLEVELAND | |||||||
| 820 PROSPECT AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| CLEVELAND CLINIC CHILDREN'S HOSPITAL | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $15,000 |
| CLEVELAND CLINIC | |||||||
| 525 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 334016356 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $97,000 |
| CLEVELAND INSTITUTE OF MUSIC WOMEN'S COMMITTEE | |||||||
| OFFICE OF DEVELOPMENT | CLEVELAND | OH | 44194 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| CRAZY MOTHERS | |||||||
| PO BOX 675 | LONDONDERRY | NH | 03053 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $2,500 |
| CURETIVITY | |||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| DAV | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| HOPE KIDS | |||||||
| PO BOX 240721 | APPLE VALLEY | MN | 55124 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA NE OHIO CHAPTER | |||||||
| 1350 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| INHERITANCE OF HOPE | |||||||
| PO BOX 90 | PISGAH FOREST | NC | 28768 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $15,000 |
| INTEGRATED HEALTH CORPORATION | |||||||
| PO BOX 710 | PEARCE | AZ | 85625 | NONE | PRIVATE NONOPERATING | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| INTEGRATED HEALTH CORPORATION | |||||||
| PO BOX 710 | PEARCE | AZ | 85625 | NONE | PRIVATE NONOPERATING | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| INTERNATIONAL SOCIETY OF PALM BEACH | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| IRISH AMERICAN ARCHIVES SOCIETY | |||||||
| PO BOX 91756 | CLEVELAND | OH | 441013756 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| JOHN HOPKINS HOSPITAL | |||||||
| DEPT OF NEUROSURGERY | BALTIMORE | MD | 21205 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| KEEP MEMORY ALIVE | |||||||
| 888 W BONNEVILLE AVE | LAS VEGAS | NV | 89106 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $241,500 |
| KEEP MEMORY ALIVE | |||||||
| 888 W BONNEVILLE AVE | LAS VEGAS | NV | 89106 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000,000 |
| KIDSSANCTUARY CAMPUS INC | |||||||
| 700 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $20,000 |
| MAURICE LUCAS FOUNDATION | |||||||
| ATTN DAVID LUCAS | LAKE OSWEGO | OR | 97035 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| MAYO CLINIC HOSPITAL | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| MAYO CLINIC HOSPITAL | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| MD ANDERSON | |||||||
| UNIT 0705 | HOUSTON | TX | 772301439 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| MERIDIAN PARK MEDICAL FOUNDATION | |||||||
| PO BOX 4484 | PORTLAND | OR | 97208 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| MISO - MIAMI SYMPHONY ORCHESTRA INC | |||||||
| 3900 N MIAMI AVE | MIAMI | FL | 33127 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| MONTGOMERY COUNTY FOUNDATION INC | |||||||
| 4 SENTRY PARKWAY | BLUE BELL | PA | 19422 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| NATHAN ADELSON HOSPICE FOUNDATION | |||||||
| 4131 SWENSON ST | LAS VEGAS | NV | 89119 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $23,750 |
| NEVADA COMMUNITY FOUNDATION NEVADA WOMEN'S PHILANTHROPY | |||||||
| 1980 FESTIVAL PLAZA DRIVE | LAS VEGAS | NV | 89135 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| NEW AVENUES FOR YOUTH | |||||||
| 1220 SW COLUMBIA | PORTLAND | OR | 97201 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| OMSI (OREGON MUSEUM OF SCIENCE & TECHNOLOGY) | |||||||
| 1945 WE WATER AVE | PORTLAND | OR | 97212 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION | |||||||
| 1121 SW SALMON ST | PORTLAND | OR | 97205 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| OREGON MUSIC HALL OF FAME | |||||||
| 3158 E BURNSIDE ST | PORTLAND | OR | 97214 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| OUR HOUSE | |||||||
| 2727 SE ADLER ST | PORTLAND | OR | 97214 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $20,000 |
| PALM BEACH ZOO & CONSERVATION SOCIETY | |||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 334053035 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $100,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $275,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $45,000 |
| PARK ACADEMY | |||||||
| 1915 SOUTH SHORE BLVD | LAKE OSWEGO | OR | 97034 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| PEPPERDINE SCHOOL OF LAW | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 902634451 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $12,000 |
| PEPPERDINE UNIVERSITY | |||||||
| 24255 PACIFIC COAST HIGHWAY | MALIBU | CA | 902634451 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| PHILLIS WHEATLEY ASSOCIATION | |||||||
| 4450 CEDAR AVE | CLEVELAND | OH | 44103 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $1,000 |
| PLAY IT FORWARD | |||||||
| PO BOX 16756 | PORTLAND | OR | 97292 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| PROVIDENCE PORTLAND MEDICAL FOUNDATION | |||||||
| 4805 NE GLISAN ST | PORTLAND | OR | 97213 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| PROVIDENCE ST VINCENT MEDICAL FOUNDATION | |||||||
| 9205 SW BARNES RD | PORTLAND | OR | 97229 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $25,000 |
| RAINBOW KITCHEN COMMUNITY SERVICES | |||||||
| 135 EAST 9TH ST | HOMESTEAD | PA | 151201601 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| ROSEMARY ANDERSON HIGH SCHOOL | |||||||
| ALICE SHERMAN | PORTLAND | OR | 97217 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| SCRIPPS RESEARCH TRANSLATIONAL INSTITUTE | |||||||
| 3344 N TORREY PINES CT | LA JOLLA | CA | 92037 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $250,000 |
| SOUTH FLORIDA PBS INC | |||||||
| 14901 NE 20 AVENUE | MIAMI | FL | 331811121 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| TRILLIUM FAMILY SERVICES | |||||||
| 3415 SE POWELL BLVD | PORTLAND | OR | 97202 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $5,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| UCLA FOUNDATION | |||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $50,000 |
| VILLA ST BENEDICT | |||||||
| 1920 MAPLE AVE | LISLE | IL | 60532 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $15,000 |
| WVSU FOUNDATION | |||||||
| 100 EAST HALL | INSTITUTE | WV | 251121020 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $2,000 |
| YOUTH MUSIC PROJECT | |||||||
| 2015 8TH AVENUE | WEST LINN | OR | 97068 | NONE | PUBLIC CHARITY | CHARITBLE CONTRIBUTION - GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,730,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $939,758 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $102,868 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,835,379 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $102,868 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,775,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,878,005 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| INTEGRATED HEALTH CORP | ||||||||||
| 707 NORTH EL CAMINO BIBLIA | COCHISE | AZ | 85606 | 2020-02-15 | $25,000 | GENERAL SUPPORT OF THE GRANTEE TO EDUCATE LOCAL COMMUNITY ABOUT THE BENEFITSOF A HEALTHY DIET AND ECOLOGICAL LIVING. | $25,000 | NONE | DECEMBER 31, 2020 | FUNDS BEING USED IN ACCORDANCE WITH GRANT TERMS |
| INTEGRATED HEALTH CORP | ||||||||||
| 707 NORTH EL CAMINO BIBLIA | COCHISE | AZ | 85606 | 2020-09-15 | $25,000 | GENERAL SUPPORT OF THE GRANTEE TO EDUCATE LOCAL COMMUNITY ABOUT THE BENEFITSOF A HEALTHY DIET AND ECOLOGICAL LIVING. | $25,000 | DECEMBER 31, 2020 | ||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORPORATE FUND | $2,157,189 | $2,348,879 |
| VANGUARD INTERMEDIATE TERM INV GRADE FD | $3,172,650 | $3,522,712 |
| PUBLICLY TRADED BONDS - MERRILL LYNCH | $1,046,625 | $1,050,400 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED EQUITIES - MORGAN STANLEY | $999,959 | $296,640 |
| PUBLICLY TRADED EQUITIES - MERRILL LYNCH #07276 | $1,680,409 | $7,214,109 |
| PUBLICLY TRADED EQUITIES - MERRILL LYNCH #02542 | $2,810,513 | $5,978,113 |
| PUBLICLY TRADED EQUITIES - MERRILL LYNCH #02556 | $2,598,558 | $3,409,527 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD ADMIRAL TREASURY | AT COST | $5,076,454 | $5,076,454 |
| VANGUARD 500 INDEX | FMV | $5,120,872 | $15,073,448 |
| MERRILL LYNCH MUTUAL FUNDS | FMV | $8,220,820 | $10,097,401 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $7,640,246 | BOYBookValueAmt |
| EOY Book Value | $7,640,246 | EOYBookValueAmt |
| EOYFMV | $7,640,246 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK-TAX DIFFERENCES IN INCOME | Desc |
| Amt | $293,616 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $2,393 | $2,393 | $0 |
| INVESTMENT FEES | $141,970 | $141,970 | $0 |
| CT CORPORATION | $200 | $0 | $200 |
| INSURANCE | $1,163 | $0 | $1,163 |
| MISCELLANEOUS | $12,750 | $0 | $12,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLAINS ALL AMERICAN PIPELINE - ORD INC RECAP | Desc |
| Revenue And Expenses Per Books | $102,868 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $102,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,868 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED TAX | $33,274 | $0 | $0 |
| FOREIGN TAXES - INT & DIV | $1,778 | $0 | $0 |