LOUISE H AND DAVID S INGALLS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LOUISE H AND DAVID S INGALLS FOUNDATION INC (EIN 34-6516550)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-22
- IRS object ID
- 202031749349100658
- Schema version
- 2019v5.0
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-22T13:55:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340664461 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER SMELTZ SPIETH BELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 E NINTH ST STE 900 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441141724 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346516550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUISE H & DAVID S INGALLS FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2169216000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD SUITE 430 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BROWN | PersonNm |
| Person Title | PRESIDENT & TRUSTEE | PersonTitleTxt |
| Signature | 2020-06-22 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M SLIVKA | PreparerPersonNm |
| PTIN | P01279128 | PTIN |
| Phone | 2166964200 | PhoneNum |
| Preparation | 2020-06-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $42,335,691 | 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 | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $947,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $947,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $682,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,038,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $682,041 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,629,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,629,550 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,799 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,450 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,349 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,152 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,952 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,883 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,883 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $105,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,899 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,000,130 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,000,130 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,105,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,057,029 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$476,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,580,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $194,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $194,255 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,112,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,409,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,504,095 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,185,042 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,276,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,637,341 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $20,357,089 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,880,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,335,691 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,707,508 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,707,508 | CapitalStockEOYAmt |
| Retained Earning BOY | $9,649,581 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,173,367 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,357,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,880,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,357,089 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,880,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,357,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$476,214 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,880,875 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,880,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| 1344.4 SH ALCON INC | P | 2011-04-12 | $78,838 | $45,688 | $33,150 | $33,150 | |
| 265 SH FACTSET RESH SYS | P | 2012-05-11 | $75,211 | $28,633 | $46,578 | $46,578 | 2019-06-05 |
| 11970 UNITS ISHARES ST CORP BD ETF | P | 2009-10-13 | $630,989 | $621,625 | $9,364 | $9,364 | 2019-05-23 |
| 6722 SH NOVARTIS AG | P | 2011-04-12 | $581,016 | $328,291 | $252,725 | $252,725 | 2019-10-07 |
| 15400 SH ROCHE HLDG LTD | P | 2009-08-07 | $559,466 | $299,898 | $259,568 | $259,568 | 2019-10-07 |
| 360 UNITS VANGUARD DIV APPR FD | P | 2017-04-24 | $40,042 | $32,792 | $7,250 | $7,250 | 2019-06-05 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $682,041 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $33,150 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,005,082 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,400,501 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052215 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,827,658 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,186,330 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,830,484 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,168,844 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,817,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,183,330 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053171 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,814,360 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,791,868 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052149 | DistributionYr5Rt |
| Total Distribution | 0.261614 | TotalDistributionRt |
| Average Distribution | 0.052323 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,194,018 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,050,749 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,808 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,066,557 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,057,029 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,616 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,616 | SubtotalAmt |
| Tax Based On Investment Income | $31,616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,907 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,907 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,291 | OverpaymentAmt |
| Applied To ES Tax | $11,291 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY LOMBARDO | IndividualWithBooksNm |
| Phone | 2169216000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD STE 430 | AddressLine1Txt |
| City | SHAKER HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA BROWN | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | PRESIDENT & | 000.00 | $25,000 | $0 | $0 |
| CAREN V STURGES | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | VICE PRES & | 000.00 | $0 | $0 | $0 |
| WILLARD W BROWN JR | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | RECORDING SE | 000.00 | $0 | $0 | $0 |
| GARY LOMBARDO | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | TREAS. & ASS | 000.00 | $0 | $0 | $0 |
| JAMES R BRIGHT | ||||||||
| 1375 EAST 9TH STREET SUITE 900 | CLEVELAND | OH | 44114 | ASST. SEC./T | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $39,462,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $328,752 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,790,881 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $39,790,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $596,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,194,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,959,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,959,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,616 | TotalTaxAmt |
| Distributable Before Adj | $1,928,085 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,928,085 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,928,085 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,057,029 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,057,029 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,057,029 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,928,085 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $105,634 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $139,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $166,309 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,222 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,150 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $602,016 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,057,029 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,928,085 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $128,944 | RemainingDistriFromCorpusAmt |
| Total Corpus | $730,960 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $105,634 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $625,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $139,701 | ExcessFromYear4Amt |
| Excess From Year3 | $166,309 | ExcessFromYear3Amt |
| Excess From Year2 | $83,222 | ExcessFromYear2Amt |
| Excess From Year1 | $107,150 | ExcessFromYear1Amt |
| Excess From Current Year | $128,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GARY LOMBARDO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD STE 430 | AddressLine1Txt |
| City | SHAKER HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2169216000 | RecipientPhoneNum |
| Form And Info And Materials | AS APPROPRIATE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PUBLIC CHARITIES ONLY. TRUSTEES RESPOND TO THOSE THEY WISH TO PURSUE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A SQUASH | ||||||||
| 5385 PEACHTREE DUNWOOD | STE 618 | ATLANTA | GA | 30342 | PC | EDUCATION | $50,000 | |
| AMERICAN FRIENDS OF THE EPISCOPAL | ||||||||
| 25 OLD KINGS HWY N STE 13 | DARIEN | CT | 06820 | PC | RELIGIOUS | $75,000 | DIOCESE OF JERUSALEM | |
| AMERICAN RED CROSS NE OHIO REGION | ||||||||
| 3747 EUCLID AVE | CLEVELAND | OH | 44115 | PC | HEALTH | $16,630 | GREATER CLEVELAND CHAPTER | |
| AMERICAN UNIVERSITY IN CAIRO | ||||||||
| 420 FIFTH AVE THIRD FL | NEW YORK | NY | 10018 | PC | EDUCATION | $29,000 | ||
| ARTSPACE | ||||||||
| 50 ORANGE ST | NEW HAVEN | CT | 06510 | PC | ARTS & CULTURE | $50,000 | ||
| BIGELOW LABORATORY FOR OCEAN | ||||||||
| 60 BIGELOW DR | E BOOTHBAY | ME | 04544 | PC | ENVIRONMENTAL | $100,000 | SCIENCES | |
| BIRTHING BEAUTIFUL COMMUNITIES | ||||||||
| 1921 E 66TH ST | CLEVELAND | OH | 44103 | PC | HEALTH | $25,000 | ||
| BOOTHBAY REGION LAND TRUST | ||||||||
| 60 SAMOSET RD | PO BOX 183 | BOOTHBAY HARBOR | ME | 04538 | PC | ENVIRONMENTAL | $25,000 | |
| BUTTERFLY PAVILION HORTICULTURE | ||||||||
| 6252 W 104TH AVE | WESTMINSTER | CO | 80020 | PC | ENVIRONMENTAL | $50,000 | ||
| CAMP JOY FOUNDATION | ||||||||
| PO BOX 417 | CLARKSVILLE | OH | 45113 | PC | EDUCATIONAL | $50,000 | ||
| CASE WESTERN RESERVE UNIV | ||||||||
| 10900 EUCLID AVE RM 712 | CLEVELAND | OH | 44106 | PC | EDUCATIONAL | $30,000 | COLLEGE OF ARTS & SCIENCES | |
| CHILDREN'S HOME OF CINCINNATI | ||||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | PC | EDUCATIONAL | $100,000 | ||
| CITY MISSION | ||||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | PC | EDUCATION | $10,000 | ||
| CLEVELAND KIDS BOOK BANK | ||||||||
| 3635 PERKINS AVE | CLEVELAND | OH | 44114 | PC | EDUCATION | $10,000 | ||
| CLEVELAND ORCHESTRA | ||||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PC | ARTS & CULTURE | $150,000 | MUSICAL ARTS ASSOCIATION | |
| CLEVELAND RAPE CRISIS CENTER | ||||||||
| 1228 EUCLID AVE STE 200 | CLEVELAND | OH | 44115 | PC | HEALTH | $10,000 | ||
| CLEVELAND RESTORATION SOCIETY | ||||||||
| 3751 PROSPECT AVE | CLEVELAND | OH | 44115 | PC | ARTS & CULTURE | $50,000 | ||
| CLEVELAND SCHOOL OF THE ARTS | ||||||||
| PO BOX 18265 | CLEVELAND | OH | 44118 | PC | EDUCATION | $20,000 | ||
| CONSERVANCY FOR CUYAHOGA | ||||||||
| 1403 WEST HINES HILL RD | PENINSULA | OH | 44264 | PC | ENVIRONMENTAL | $15,000 | VALLEY NATIONAL PARK | |
| CUYAHOGA COMMUNITY COLLEGE FDN | ||||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | PC | EDUCATION | $10,000 | ||
| CUYAHOGA VALLEY SCENIC RAILROAD | ||||||||
| PO BOX 158 | PENINSULA | OH | 44264 | PC | ARTS & CULTURE | $10,000 | ||
| DAMARISCOTTA-NEWCASTLE ROTARY CLUB | ||||||||
| PO BOX 565 | DAMARISCOTTA | ME | 04543 | PC | ARTS & CULTURE | $10,000 | ||
| DOBAMA THEATRE | ||||||||
| 2340 LEE RD | CLEVELAND HEIGHTS | OH | 44118 | PC | ARTS & CULTURE | $10,000 | ||
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 3615 SUPERIOR AVE NO 103A | CLEVELAND | OH | 44114 | PC | EDUCATION | $50,000 | ||
| FRONT STEPS HOUSING AND SERVICES | ||||||||
| 1545 W 25TH ST | CLEVELAND | OH | 44113 | PC | HEALTH | $5,000 | ||
| GEORGE WASHINGTON FOUNDATION | ||||||||
| 1201 WASHINGTON AVE | FREDERICKSBURG | VA | 22401 | PC | ARTS & CULTURE | $40,000 | ||
| GREATER CLEVELAND FOOD BANK | ||||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | PC | HEALTH | $10,000 | ||
| HIGH HOPES THERAPEUTIC RIDING | ||||||||
| 36 TOWN WOOD RD | OLD LYME | CT | 06371 | PC | HEALTH/EDUCATION | $30,000 | ||
| HOPEWELL | ||||||||
| 9637 SR 534 | MIDDLEFIELD | OH | 44062 | PC | HEALTH | $25,000 | ||
| LAND STUDIO | ||||||||
| 1939 W 25TH ST | CLEVELAND | OH | 44113 | PC | ARTS & CULTURE | $40,000 | ||
| LITTLEST HEROES | ||||||||
| 3200 AURORA RD | SOLON | OH | 44139 | PC | HEALTH | $10,000 | ||
| LOS ANGELES BLUE CHIP | ||||||||
| 13488 MAXELLA AVE TH-7 | MARINA DEL REY | CA | 90294 | PC | EDUCATION | $10,000 | ACADEMY OF BASEBALL | |
| MAINE ISLAND TRAIL ASSOC | ||||||||
| 100 KENSINGTON ST 2ND FL | PORTLAND | ME | 04103 | PC | ENVIRONMENTAL | $30,000 | ||
| MAKE A WISH OHIO KENTUCKY INDIANA | ||||||||
| 6060 ROCKSIDE WOODS BLVD | STE 315 | CLEVELAND | OH | 44131 | PC | HEALTH | $15,000 | |
| MALACHI HOUSE | ||||||||
| 2810 CLINTON AVE | CLEVELAND | OH | 44113 | PC | HEALTH | $12,500 | ||
| MILESTONE AUTISM RESOURCES | ||||||||
| 4853 GALAXY PKWY STE A | WARRENSVILLE HTS | OH | 44128 | PC | HEALTH | $10,000 | ||
| MUSICAL THEATER PROJECT | ||||||||
| 5755 GRANGER RD STE 830 | INDEPENDENCE | OH | 44131 | PC | ARTS & CULTURE | $10,000 | ||
| NEAR WEST THEATRE | ||||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 44102 | PC | ARTS & CULTURE | $10,000 | ||
| NEW AVENUES TO INDEPENDENCE | ||||||||
| 17608 EUCLID AVE | CLEVELAND | OH | 44102 | PC | EDUCATION | $20,000 | ||
| ONE HEALTH ORGANIZATION | ||||||||
| 27600 CHAGRIN BLVD | STE 400 | CLEVELAND | OH | 44122 | PC | HEALTH | $11,000 | |
| PEACE BY PIECE CLEVELAND | ||||||||
| 10237 BEREA RD | CLEVELAND | OH | 44102 | PC | HEALTH | $25,000 | ||
| PEGASUS FARM MILITARY FAMILY CTR | ||||||||
| 7490 EDISON ST NE | HARTVILLE | OH | 44632 | PC | HEALTH | $25,000 | ||
| PRINCETON SYMPHONY ORCHESTRA | ||||||||
| PO BOX 250 | PRINCETON | NJ | 08542 | PC | ARTS & CULTURE | $50,000 | ||
| RUFFING MONTESSORI SCHOOL | ||||||||
| 3380 FAIRMOUNT BLVD | CLEVELAND HEIGHTS | OH | 44118 | PC | EDUCATION | $50,000 | ||
| ST MARTIN DE PORRES HIGH SCHOOL | ||||||||
| 6202 ST CLAIR AVE | CLEVELAND | OH | 44103 | PC | EDUCATION | $51,000 | ||
| SARAH LAWRENCE COLLEGE | ||||||||
| ONE MEAD WAY | BRONXVILLE | NY | 10708 | PC | EDUCATION | $50,000 | ||
| TAFT MUSEUM OF ART | ||||||||
| 316 PIKE ST | CINCINNATI | OH | 45202 | PC | ARTS & CULTURE | $250,000 | ||
| UNIVERSITY OF CINCINNATI FDN | ||||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | PC | EDUCATION | $15,000 | ||
| URBAN COMMUNITY SCHOOL | ||||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 44102 | PC | EDUCATION | $220,000 | ||
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | PC | ARTS & CULTURE | $20,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,000,130 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $947,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $682,041 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,629,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,629,550 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OFFICE FEES | CategoryTxt |
| Amt | $40,800 | Amt |
| Net Investment Income | $10,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,600 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL REQUIRES A SEPARATE REPORT IN LIEU OF A COPY OF FORM 990-PF. THE FOUNDATION FILES THIS REPORT TIMELY EACH YEAR. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $9,409,706 | EOYBookValueAmt |
| EOYFMV | $29,504,095 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,276,913 | BookValueAmt |
| EOYFMV | $12,637,341 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,799 | LegalFeesAmt |
| Net Investment Income | $2,450 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,349 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKER & BANK SERVICE CHARGES | $576 | $576 |
| ADMINISTRATIVE FEES | $5,307 | $5,307 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OHIO TAX/REGISTRATION FEE | $200 | $200 | |
| FOREIGN TAXES | $23,952 | $23,952 |