THE CATHERINE L & EDWARD A LOZICK: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE CATHERINE L & EDWARD A LOZICK (EIN 34-1386776)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349106068
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:07:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PUBLIC SQUARE 19TH FLOOR | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 | 341386776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHERINE L & EDWARD A LOZICK | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 2168390400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29425 CHAGRIN BOULEVARD NO 201 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS S SPICER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2168390400 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | SPICER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY W BARRINGER | PreparerPersonNm |
| PTIN | P00372289 | PTIN |
| Phone | 2168753000 | PhoneNum |
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 | $8,855,384 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $591 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $591 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,561 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,561 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,048,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,614,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,048,421 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,214,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,214,573 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $187,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $37,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,149 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,149 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,050 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,025 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,025 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $341 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,478 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,975 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $503 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,491 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,527 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,383,722 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,383,722 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,680,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,491 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,566,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,466,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,150,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $251,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,725 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,631,415 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,367,243 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,805,659 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,883,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,416,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,855,384 | 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 | $11,883,285 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,416,968 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,883,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,416,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,883,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,416,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,883,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,466,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,416,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,416,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| COMMENWEALTH | P | 2020-12-31 | $193,679 | $160,808 | $32,871 | $32,871 |
| COMMENWEALTH | P | 2020-12-31 | $4,760,300 | $3,747,500 | $1,012,800 | $1,012,800 |
| AMERICAN FUNDS | P | 2020-12-31 | $75,503 | $42,330 | $33,173 | $33,173 |
| AMERICAN FUNDS | P | 2020-12-31 | $4,585,025 | $2,631,978 | $1,953,047 | $1,953,047 |
| CAPITAL GAINS DIVIDENDS | P | $16,530 | $16,530 | $16,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,048,421 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $66,044 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $43,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $43,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $43,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,956 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $83,956 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $241 | EsPenaltyAmt |
| Overpayment | $39,929 | OverpaymentAmt |
| Applied To ES Tax | $39,929 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | DOUGLAS S SPICER | IndividualWithBooksNm |
| Phone | 2168390400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29425 CHAGRIN BLVD STE 201 | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | Yes (1) | 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 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| CATHERINE L LOZICK | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | PRESIDENT/TRUSTEE | 1.00 | $25,000 | $0 | $0 |
| THOMAS JANOCH | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | TREASURER/TRUSTEE | 2.00 | $25,000 | $0 | $0 |
| JAMES C BOLAND | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | TRUSTEE | 1.00 | $25,000 | $0 | $0 |
| WILLIAM N WEST | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | TRUSTEE | 1.00 | $25,000 | $0 | $0 |
| KELLY A BROWNE | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | TRUSTEE | 1.00 | $25,000 | $0 | $0 |
| TIMOTHY P RYAN | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | TRUSTEE | 1.00 | $25,000 | $0 | $0 |
| THOMAS F LOZICK | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | TRUSTEE | 1.00 | $25,000 | $0 | $0 |
| CHRISTOPHER HITCHCOCK | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | EXECUTIVE DIRECTOR | 10.00 | $0 | $0 | $0 |
| DOUGLAS S SPICER | ||||||||
| 29425 CHAGRIN BOULEVARD STE 201 | PEPPER PIKE | OH | 44122 | SECRETARY/TRUSTEE | 5.00 | $12,500 | $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 |
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 | $9,673,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,942,973 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,616,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,616,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $174,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,442,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $572,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $572,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $43,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $43,786 | TotalTaxAmt |
| Distributable Before Adj | $528,350 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $528,350 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $528,350 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,566,249 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,566,249 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,566,249 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $528,350 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $971,876 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,752,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,705,070 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,221,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,529,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,180,291 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,566,249 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $528,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,037,899 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,218,190 | 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 | $971,876 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,246,314 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,752,889 | ExcessFromYear4Amt |
| Excess From Year3 | $2,705,070 | ExcessFromYear3Amt |
| Excess From Year2 | $6,221,393 | ExcessFromYear2Amt |
| Excess From Year1 | $5,529,063 | ExcessFromYear1Amt |
| Excess From Current Year | $7,037,899 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (197 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCURACY IN MEDIA | |||||||
| MAIN STREET | DERWOOD | MD | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| ACHIEVEMENT CENTERS FOR CHILDREN | |||||||
| MAIN STREET | HIGHLAND HILLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ACTION ON SMOKING AND HEALTH (ASH) | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| MAIN STREET | SCOTTSDALE | AZ | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ALLIANCE FOR WORKING TOGETHER | |||||||
| MAIN STREET | MENTOR | OH | 00000 | NONE | PC | GENERAL SUPPORT | $38,000 |
| AMERICAN COUNCIL FOR CAPITAL FORMATION | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN ENTERPRISE INSTITUTE | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| AMERICAN FEDERATION FOR CHILDREN | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AMERICAN LEGISLATIVE EXCHANGE COUNCIL | |||||||
| MAIN STREET | ARLINGTON | VA | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN OPPORTUNITY FOUNDATION | |||||||
| MAIN STREET | ALEXANDRIA | VA | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN POLICY ROUNDTABLE | |||||||
| MAIN STREET | STRONGSVILLE | OH | 00000 | NONE | PC | GENERAL SUPPORT | $10,000 |
| AMERICAN SPECTATOR FOUNDATION | |||||||
| MAIN STREET | ARLINGTON | VA | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| ATLANTIC LEGAL FOUNDATION | |||||||
| MAIN STREET | HARRISON | NY | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AUBURN CAREER CENTER | |||||||
| MAIN STREET | CONCORD TWP | OH | 00000 | NONE | PC | GENERAL SUPPORT | $30,000 |
| AWT (SPONSOR FOR LAKE SHORE COMPACT) | |||||||
| MAIN STREET | MENTOR | OH | 00000 | NONE | PC | GENERAL SUPPORT | $9,000 |
| BARBERTON HIGH SCHOOL | |||||||
| MAIN STREET | BARBERTON | OH | 00000 | NONE | PC | GENERAL SUPPORT | $32,000 |
| BEAUMONT SCHOOL | |||||||
| MAIN STREET | CLEVELAND HEIGHTS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $70,130 |
| BENJAMIN ROSE INSTITUTE ON AGING | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| BLUE COATS | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOYS AND GIRLS CLUBS OF BROWARD COUNTY | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOYS AND GIRLS CLUBS OF CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BOYS HOPEGIRLS HOPE | |||||||
| MAIN STREET | GARFIELD HTS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $125,000 |
| BREAKTHROUGH SCHOOLS | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $250,000 |
| BUCKEYE INSTITUTE | |||||||
| MAIN STREET | COLUMBUS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $50,000 |
| CATHOLIC CHARITIES (CLEVELAND) | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CENTERS FOR FAMILIES AND CHILDREN | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| CHAGRIN FALLS HISTORICAL SOCIETY | |||||||
| MAIN STREET | CHAGRIN FALLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| CHAGRIN FOUNDATION FOR ARTS & CULTURE | |||||||
| MAIN STREET | CHAGRIN FALLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| CHAVIVA HIGH SCHOOL | |||||||
| MAIN STREET | UNIVERSITY HEIGHTS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHRIST CHILD SOCIETY OF CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CITIZENS AGAINST GOVERNMENT WASTE | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CITY CLUB | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| CITY MISSION | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $100 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $3,575,000 |
| CLEVELAND CLINIC FLORIDA | |||||||
| MAIN STREET | WESTON | FL | 00000 | NONE | PC | GENERAL SUPPORT | $522,500 |
| CLEVELAND CULTURAL GARDENS | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CLEVELAND LEADERSHIP CENTER | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CLEVELAND ORCHESTRA | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| CLEVELAND PLAY HOUSE | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CLEVELAND POLICE FOUNDATION | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $21,000 |
| CLEVELAND PREGNANCY CENTER | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND PUBLIC LIBRARY FOUNDATION | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CLEVELAND RESTORATION SOCIETY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| CLEVELAND SIGHT CENTER | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CLEVELAND ZOOLOGICAL SOCIETY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COLLEGE NOW | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY FOUNDATION OF BROWARD | |||||||
| MAIN STREET | FORT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,000 |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| COUNCIL FOR NATIONAL POLICY | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $2,000 |
| COVENANT HOUSE | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CRIME STOPPERS OF BROWARD COUNTY | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CRIME STOPPERS OF CUYAHOGA COUNTY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CROATIAN HERITAGE MUSEUM | |||||||
| MAIN STREET | EASTLAKE | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $30,000 |
| CUYAHOGA COUNTY POLICE CHIEFS ASSN | |||||||
| MAIN STREET | AURORA | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| MAIN STREET | PARMA | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CUYAHOGA VALLEY CAREER CENTER | |||||||
| MAIN STREET | BRECKSVILLE | OH | 00000 | NONE | PC | GENERAL SUPPORT | $35,000 |
| CUYAHOGA VALLEY SCENIC RAILROAD | |||||||
| MAIN STREET | PENINSULA | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| DDC CLINIC | |||||||
| MAIN STREET | MIDDLEFIELD | OH | 00000 | NONE | PC | GENERAL SUPPORT | $52,500 |
| DETROIT SHOREWAY CDO | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $4,200 |
| DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| DOWNTOWN CLEVELAND ALLIANCE | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ENERGY & ENVIRONMENT LEGAL INSTITUTE | |||||||
| MAIN STREET | MCCLEAN | VA | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ETHICS AND PUBLIC POLICY CENTER | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| FAMILY LIVES ON FOUNDATION | |||||||
| MAIN STREET | LIONVILLE | PA | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| FAMILY PROMISE OF GREATER CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FBI CITIZENS ACADEMY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| FIELDSTONE FARM | |||||||
| MAIN STREET | BAINBRIDGE | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FIRST TEE OF CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FISHER HOUSE OF CLEVELAND | |||||||
| MAIN STREET | FAIRVIEW PARK | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| FLASHES OF HOPE | |||||||
| MAIN STREET | CHAGRIN FALLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| FLITE CENTER | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| FORDHAM FOUNDATION | |||||||
| MAIN STREET | COLUMBUS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| FOUNDATION FOR ECONOMIC EDUCATION | |||||||
| MAIN STREET | ATLANTA | GA | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FOUNDATION FOR GOV'T ACCOUNTABILITY | |||||||
| MAIN STREET | NAPLES | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,000 |
| FUND FOR OUR ECONOMIC FUTURE | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| GATHERING PLACE | |||||||
| MAIN STREET | BEACHWOOD | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GILDA'S CLUB OF SOUTH FLORIDA | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GILMOUR ACADEMY | |||||||
| MAIN STREET | GATES MILLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $67,410 |
| GOLDWATER INSTITUTE | |||||||
| MAIN STREET | PHOENIX | AZ | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| GOODWILL INDUSTRIES OF GREATER CLEVELAND | |||||||
| MAIN STREET | CANTON | OH | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| GREAT LAKES SCIENCE CENTER | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GREATER CLEVELAND ALL STARS | |||||||
| MAIN STREET | MACEDONIA | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GREATER CLEVELAND FOODBANK | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GREATER CLEVELAND PEACE OFFICERS MEMORIAL | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| GREATER CLEVELAND POLICE SCHOLARSHIP FUND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| GREATER CLEVELAND VOLUNTEERS | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HABITAT FOR HUMANITY OF BROWARD | |||||||
| MAIN STREET | FORT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| HAND-OFF FOUNDATION | |||||||
| MAIN STREET | FORT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HANDY | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HATTIE LARLHAM FOUNDATION | |||||||
| MAIN STREET | MANTUA | OH | 00000 | NONE | PC | GENERAL SUPPORT | $50,000 |
| HEARTLAND INSTITUTE | |||||||
| MAIN STREET | ARLINGTON | IL | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HERITAGE FOUNDATION | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HIRAM HOUSE | |||||||
| MAIN STREET | CHAGRIN FALLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| HOLDEN FORESTS & GARDENS | |||||||
| MAIN STREET | KIRTLAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HOPE SOUTH FLORIDA | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOPEWELL | |||||||
| MAIN STREET | MIDDLEFIELD | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HORIZON SCIENCE ACADEMY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HOSPICE OF THE WESTERN RESERVE | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $6,000 |
| HUNTING VALLEY FOUNDATION | |||||||
| MAIN STREET | HUNTING VALLEY | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| IDEASTREAM | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| INTERCOLLEGIATE STUDIES INSTITUTE | |||||||
| MAIN STREET | WILMINGTON | DE | 00000 | NONE | PC | GENERAL SUPPORT | $2,000 |
| JACK & JILL CHILDRENS CENTER | |||||||
| MAIN STREET | FORT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JENNINGS CENTER FOR OLDER ADULTS | |||||||
| MAIN STREET | GARFIELD HTS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| JUDICIAL WATCH | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JUNIOR ACHIEVEMENT OF GREATER CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| JUNIOR ACHIEVEMENT OF SOUTH FLORIDA | |||||||
| MAIN STREET | COCONUT CREEK | FL | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| KENMORE-GARFIELD HIGH SCHOOL | |||||||
| MAIN STREET | AKRON | OH | 00000 | NONE | PC | GENERAL SUPPORT | $31,250 |
| KENT CITY SCHOOLS FDN | |||||||
| MAIN STREET | KENT | OH | 00000 | NONE | PC | GENERAL SUPPORT | $11,000 |
| KIDS IN DISTRESS | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| LAKELAND FOUNDATION | |||||||
| MAIN STREET | KIRTLAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LANDMARK LEGAL FOUNDATION | |||||||
| MAIN STREET | KANSAS CITY | MO | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LAW ENFORCEMENT FOUNDATION | |||||||
| MAIN STREET | DUBLIN | OH | 00000 | NONE | PC | GENERAL SUPPORT | $750 |
| LEADERSHIP INSTITUTE | |||||||
| MAIN STREET | ARLINGTON | VA | 00000 | NONE | PC | GENERAL SUPPORT | $1,500 |
| LEARNING FOR SUCCESS INC | |||||||
| MAIN STREET | COOPER CITY | FL | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LEUKEMIA & LYMPHOMA | |||||||
| MAIN STREET | INDEPENDENCE | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| LIFEACT | |||||||
| MAIN STREET | CHAGRIN FALLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LIGHT OF THE WORLD CLINIC | |||||||
| MAIN STREET | OAKLAND PARK | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| LYCEUM | |||||||
| MAIN STREET | SOUTH EUCLID | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MADISON CAREER CENTER | |||||||
| MAIN STREET | MANSFIELD | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MALACHI HOUSE | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MANHATTAN INSTITUTE | |||||||
| MAIN STREET | NEW YORK | NY | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MANUFACTURING WORKS | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $25,000 |
| MEDIA RESEARCH CENTER | |||||||
| MAIN STREET | RESTON | VA | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| MOUNTAIN STATES LEGAL FOUNDATION | |||||||
| MAIN STREET | LAKEWOOD | CO | 00000 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | |||||||
| MAIN STREET | ALEXANDRIA | VA | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| NATIONAL FEDERATION OF CROATIAN AMERICANS | |||||||
| MAIN STREET | ROCKVILLE | MD | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| NATIONAL INSTITUTE FOR LABOR RELATIONS RESEARCH | |||||||
| MAIN STREET | SPRINGFIELD | VA | 00000 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NATIONAL LEGAL AND POLICY CENTER | |||||||
| MAIN STREET | FALLS CHURCH | VA | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NATIONAL PACKARD MUSEUM | |||||||
| MAIN STREET | WARREN | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NATIONAL RIGHT TO WORK LEGAL DEFENSE FUND | |||||||
| MAIN STREET | SPRINGFIELD | VA | 00000 | NONE | PC | GENERAL SUPPORT | $15,000 |
| NEOPAT | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NEVADA POLICY RESEARCH INSTITUTE | |||||||
| MAIN STREET | LAS VEGAS | NV | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| NEW DIRECTIONS | |||||||
| MAIN STREET | PEPPER PIKE | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| NOBLE (NAT'L ORG OF BLACK LAW ENFORCE EXECS) | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NOTRE DAME CATHEDRAL LATIN | |||||||
| MAIN STREET | CHARDON | OH | 00000 | NONE | PC | GENERAL SUPPORT | $57,682 |
| NOTRE DAME COLLEGE | |||||||
| MAIN STREET | SOUTH EUCLID | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| OUR LADY OF PEACE CHURCH | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $10,000 |
| POLARIS CAREER CENTER | |||||||
| MAIN STREET | MIDDLEBURG HEIGHTS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $20,000 |
| POSITIVE EDUCATION PROGRAM | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,000 |
| PROVIDENCE HOUSE | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| RECOVERY RESOURCES | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| ROCK AND ROLL HALL OF FAME | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ROCKFORD INSTITUTE | |||||||
| MAIN STREET | ROCKFORD | IL | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| RONALD MCDONALD HOUSE OF CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SAINT CASIMIR'S CHURCH | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SAINT FRANCIS OF ASSISI CHURCH | |||||||
| MAIN STREET | GATES MILLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000,000 |
| SAINT PAUL'S CROATIAN CHURCH | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| SAINT SEBASTIAN CHURCH | |||||||
| MAIN STREET | FORT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SAINT VINCENT DE PAUL SOCIETY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SALVATION ARMY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SCHOOL CHOICE OHIO | |||||||
| MAIN STREET | COLUMBUS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SECOND CHANCE SOCIETY | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| SHERIFF'S FDN OF BROWARD COUNTY | |||||||
| MAIN STREET | PLANTATION | FL | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SHOES FOR KIDS | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SINGING ANGELS | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $100 |
| SKIDMARK CLE MOTOGO CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SKILLSUSA OHIO | |||||||
| MAIN STREET | GAHANNA | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOUTHEASTERN LEGAL FOUNDATION | |||||||
| MAIN STREET | MARIETTA | GA | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| STATE POLICY NETWORK | |||||||
| MAIN STREET | ARLINGTON | VA | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| STELLA MARIS | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| STEPSTONE ACADEMY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $50,000 |
| STUDENTNEWSDAILYCOM | |||||||
| MAIN STREET | EDMOND | OK | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TAX FOUNDATION | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $20,000 |
| TEACH FOR AMERICA NE OHIO | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $125,000 |
| THE 22 PROJECT INC | |||||||
| MAIN STREET | DELRAY BEACH | FL | 00000 | NONE | PC | GENERAL SUPPORT | $150,000 |
| UNITED WAY | |||||||
| MAIN STREET | FT LAUDERDALE | FL | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNITED CEREBRAL PALSY OF GREATER CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| UNITED WAY OF GREATER CLEVELAND | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY CIRCLE INC | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| UNIVERSITY HOSPITAL | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| UNIVERSITY HOSPITAL - RAINBOW B&C | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $210,000 |
| UNIVERSITY OF AKRON | |||||||
| MAIN STREET | AKRON | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| URBAN COMMUNITY SCHOOL | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $2,500 |
| URSULINE SISTERS OF CLEVELAND | |||||||
| MAIN STREET | MAYFIELD HEIGHTS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $500 |
| USO WORLD HEADQUARTERS | |||||||
| MAIN STREET | ARLINGTON | VA | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VISITING NURSES ASSOCIATION | |||||||
| MAIN STREET | BROOKLYN HEIGHTS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VOCATIONAL GUIDANCE AND REHABILITATION | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| VOLUNTEERS OF AMERICA | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $50,000 |
| WASHINGTON LEGAL FOUNDATION | |||||||
| MAIN STREET | WASHINGTON | DC | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $5,000 |
| WKHR (FM 915) | |||||||
| MAIN STREET | CHAGRIN FALLS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $100 |
| WKSU (FM 897) | |||||||
| MAIN STREET | KENT | OH | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| WOMANKIND MATERNAL & PRENATAL CENTER | |||||||
| MAIN STREET | GARFIELD HTS | OH | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| WOMEN IN DISTRESS | |||||||
| MAIN STREET | LIGHTHOUSE POINT | FL | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WPBT | |||||||
| MAIN STREET | MIAMI | FL | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| YOUNG AMERICA'S FOUNDATION | |||||||
| MAIN STREET | RESTON | VA | 00000 | NONE | PC | GENERAL SUPPORT | $250 |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| MAIN STREET | CLEVELAND | OH | 00000 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,383,722 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $591 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165,561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,048,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,214,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,214,573 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $2,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,650 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITH THE STATE. | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AMERICAN GROUP FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,367,243 | BookValueAmt |
| EOYFMV | $8,805,659 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,149 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,149 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $1,886 | $1,886 | $0 | $0 |
| OFFICE EXPENSES | $592 | $89 | $0 | $503 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $44,050 | Amt |
| Net Investment Income | $22,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,025 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES WITHHELD | $341 | $341 | $0 | $0 |
| OH REGISTRATION FEE | $200 | $0 | $0 | $200 |
| 2019 EXCISE TAX PAYMENTS | $35,150 | $0 | $0 | $0 |
| ESTIMATED EXCISE TAX PAYMENTS | $15,000 | $0 | $0 | $0 |