GOATEE FOUNDATION T-A TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GOATEE FOUNDATION T-A TR (EIN 34-7158309)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-11
- IRS object ID
- 202011329349101041
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T15:18:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341310124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE RD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | 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 | 347158309 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOATIE FOUNDATION TA 20 | BusinessNameLine1Txt |
| Business Name Line2 | -102300680120 C/O KEYBANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOAT | BusinessNameControlTxt |
| Phone | 4407884480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN RD OH-01-49-0150 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERTA BRIGGS | PersonNm |
| Person Title | KEYBANK, TRUSTEE | PersonTitleTxt |
| Phone | 4407884480 | PhoneNum |
| Signature | 2020-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD T LASH CPA | PreparerPersonNm |
| PTIN | P00226999 | PTIN |
| Phone | 2165732330 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.62.109.106 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-01 | IPDt |
| IP Tm | 07:10:30 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 09FADED0C6DC03F8B0972F314C0FA1E4C8142EDC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,676 | 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 | $10,901,472 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,571 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,571 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,904,043 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,571 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,091,472 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,091,472 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,094,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,091,472 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,571 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $191,402 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,351 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,351 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,325 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $191,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,676 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $191,407 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,356 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $191,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $191,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $191,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98 | OtherIncreasesAmt |
| Subtotal | $1,356 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,356 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,959,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $209,746 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 42.713568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,418,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,088 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 398.992727 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,586,494 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $60,506 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 125.384160 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,431,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $624,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 15.091149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,202,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $422,581 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 12.311249 | DistributionYr5Rt |
| Total Distribution | 594.492853 | TotalDistributionRt |
| Average Distribution | 118.898571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $57,344 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,818,120 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $26 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,818,146 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,091,472 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $26 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $80 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54 | OverpaymentAmt |
| Applied To ES Tax | $54 | 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 | 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 | KEYBANK NA | IndividualWithBooksNm |
| Phone | 2168134556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4900 TIEDEMAN ROAD | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEY PRIVATE BANKNA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE 12TH FLOOR | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $58,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $58,217 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $58,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $57,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,867 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,867 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26 | TotalTaxAmt |
| Distributable Before Adj | $2,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,091,472 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,091,472 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $26 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,091,446 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,181,384 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,400,275 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,583,481 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,418,201 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,948,593 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,531,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,091,472 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,841 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,088,631 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,620,565 | 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 | $5,181,384 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $43,439,181 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,400,275 | ExcessFromYear4Amt |
| Excess From Year3 | $7,583,481 | ExcessFromYear3Amt |
| Excess From Year2 | $6,418,201 | ExcessFromYear2Amt |
| Excess From Year1 | $8,948,593 | ExcessFromYear1Amt |
| Excess From Current Year | $11,088,631 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEY PRIVATE BANK NA TRUSTEE ATTN GA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 166 CROCKER PARK BOULEVARD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4407884480 | RecipientPhoneNum |
| Form And Info And Materials | PLEASE BE ADVISED WE ARE NOT ACCEPTING SOLICITATIONS OR APPLICATIONS FROM ANY NEW CHARITABLE ORGANIZATIONS AT THIS TIME. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINE FOR SUBMISSION IS 3/31. | SubmissionDeadlinesTxt |
| Restrictions On Awards | EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. PRIMARILY FOR EDUCATIONAL PURPOSES INCLUDING, BUT NOT LIMITED TO THE WELFARE OF CHILDREN, WOMEN AND FAMILIES, THE EXPANSION OF OPPORTUNITIES FOR WOMEN, AND THE ELIMINATION OF PREJUDICE AND DISCRIMINATION AGAINST WOMEN, BY FUNDING PROJECTS AND ENGAGING IN ACTIVITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN BACH SOLOISTS | ||||||||||||
| 44 PAGE STREET SUITE 504 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $30,000 | |||||
| BEECH BROOK | ||||||||||||
| 3737 LANDER ROAD | CLEVELAND | OH | 44124 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 | |||||
| BEMENT SCHOOL | ||||||||||||
| 94 MAIN STREET | DEERFIELD | MA | 01342 | N/A | PC | SUPPORT OF BRIDGE GRANT | $125,000 | |||||
| BERKELEY-EAST BAY HUMANE SOCIETY | ||||||||||||
| 2700 NINTH STREET | BERKELEY | CA | 94710 | N/A | PC | GENERAL OPERATING SUPPORT | $15,000 | |||||
| BORNEO ORANGUTAN SURVIVAL FOUNDATION-YAYASAN | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $50,000 | JALAN PAPANDAYAN NO 10 BOGOR 16151 | WEST JAVA | ID | ||||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NJ | 11217 | N/A | PC | GENERAL SUPPORT | $200,000 | |||||
| CAL PERFORMANCES | ||||||||||||
| 101 ZELLERBACH HALL 4800 | BERKELEY | CA | 94720 | N/A | PC | 1ST INSTALLMENT OF 3 YEAR PLEDGE FRONT ROW SUPPORT | $70,000 | |||||
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | GENERAL SUPPORT $50,000 AND $50,000 PREDATOR PROTECTION CAMPAIGN | $100,000 | |||||
| CHANTICLEER | ||||||||||||
| 44 PAGE STREET SUITE 604 | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||
| CHRONICLE SEASON OF SHARING | ||||||||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | GENERAL SUPPORT | $350,000 | |||||
| CLEVELAND ORCHESTRA | ||||||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PC | 3ND AND FINAL INSTALLMENT OF 3 YEAR PLEDGE TOTALING $200,000. | $70,000 | |||||
| CLEVELAND PLAYHOUSE | ||||||||||||
| 1901 E 13TH ST 200 | CLEVELAND | OH | 44114 | N/A | PC | THEATRE EDUCATION PROGRAMS AND $50,000 FELLOWSHIP PROGRAMS | $200,000 | |||||
| DOMESTIC VIOLENCE & CHILD ADVOCACY | ||||||||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | N/A | PC | FOR CHILD ABUSE PREVENTION EDUCATION PROGRAM | $30,000 | |||||
| EARTH ISLAND INSTITUTE | ||||||||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | VARIOUS DOLPHIN PROJECTS | $50,000 | |||||
| ECOJUSTICE | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $100,000 | 131 WATER STREET SUITE 214 | VANCOUVER, BC | CA | V6B 4M3 | |||||
| FARM SANCTUARY | ||||||||||||
| PO BOX 150 | WATKINS GLEN | NY | 14891 | N/A | PC | GENERAL SUPPORT AND ENDOWMENT FUND SPLIT EQUALLY | $100,000 | |||||
| FIDELITY CHARITABLE-CLINTON FOUNDATION | ||||||||||||
| 1271 AVENUE OF THE AMERICAS 42ND FL | NEW YORK | NY | 10020 | N/A | PC | INSTALLMENT 5 OF 5 YEAR COMMITMENT. FINAL INSTALLMENT. | $1,500,000 | |||||
| GREENPEACE FUND INC | ||||||||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING SUPPORT | $125,000 | |||||
| HAYSTACK MOUNTAIN SCHOOL | ||||||||||||
| PO BOX 518 | DEER ISLE | ME | 04627 | N/A | PC | EQUALLY SPLIT BETWEEN ANNUAL FUND AND CAPITAL PROJECTS | $25,000 | |||||
| INT'L CENTER FOR PHOTOGRAPHY | ||||||||||||
| 1114 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | N/A | PC | GENERAL OPERATING SUPPORT | $75,000 | |||||
| KQED | ||||||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | GENERAL SUPPORT | $150,000 | |||||
| MOTHERS AGAINST DRUNK DRIVING | ||||||||||||
| 5900 ROCHE DRIVE 250 | COLUMBUS | OH | 43229 | N/A | PC | GENERAL OPERATING EXPENSES | $5,000 | |||||
| MS FOUNDATION FOR WOMEN | ||||||||||||
| 12 METROTECH CENTER 26TH FL | BROOKLYN | NY | 11201 | N/A | PC | SAFETY PORTION OF FIVE-STRATEGIC PLAN | $75,000 | |||||
| NATIONAL AUDUBON SOCIETY | ||||||||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | N/A | PC | GENERAL SUPPORT | $60,000 | |||||
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||||||
| 20 N WACKER DRIVE STE 1600 | CHICAGO | IL | 60606 | N/A | PC | GENERAL SUPPORT | $70,000 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 201 MISSION STREET | SAN FRANCISCO | CA | 94105 | N/A | PC | TO PURCHASE PUGSLEY RANCH ON BLACKFOOT RESERVATION | $100,000 | |||||
| OREGON SHAKESPEARE FESTIVAL | ||||||||||||
| 15 SOUTH PIONEER STREET | ASHLAND | OR | 97520 | N/A | PC | CIRCLE SHOW SPONSORSHIP, FESTIVAL AND CHALLANGE GRANT | $981,472 | |||||
| OREGON WILD | ||||||||||||
| 5825 N GREELEY AVE | PORTLAND | OR | 97217 | N/A | PC | GENERAL SUPPORT AND $15,000 CHALLENGE GRANT | $25,000 | |||||
| PHILHARMONIA BAROQUE ORCHESTRA | ||||||||||||
| COURTNEY BECK 180 REDWOOD ST STE | SAN FRANCISCO | CA | 94102 | N/A | PC | GENERAL OPERATING SUPPORT | $55,000 | 200 | ||||
| PLOUGHSHARES FUND | ||||||||||||
| FORT MASON CENTER BLDG B 330 | SAN FRANCISCO | CA | 94123 | N/A | PC | GENERAL SUPPORT | $80,000 | |||||
| PRETERM CLEVELAND INC | ||||||||||||
| 12000 SHAKER BOULEVARD | CLEVELAND | OH | 44120 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 | |||||
| SAN FRANCISCO OPERA ASSOCIATION | ||||||||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | CHALLENGE GRANT MATCH OF $4 MILLION FOR MULTI YEAR PLEDGE OF $16 MILLION. | $4,000,000 | |||||
| SEACOLOGY | ||||||||||||
| 1623 SOLANO AVE | BERKELEY | CA | 94707 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||
| SIERRA CLUB FOUNDATION | ||||||||||||
| 2101 WEBSTER ST STE 1300 | OAKLAND | CA | 94612 | N/A | PC | BEYOND COAL CAMPAIGN $300,000 AND $50,000 OUR WILD ALASKA | $350,000 | |||||
| THE LEATHERBACK TRUST | ||||||||||||
| 1043 THE OLD DRIVE | PEBBLE BEACH | CA | 93953 | N/A | PC | CHALLENGE GRANT | $50,000 | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | N/A | PC | CHALLENGE GRANT MATCH | $400,000 | |||||
| WATER WATCH OF OREGON | ||||||||||||
| 213 SW ASH STREET SUITE 208 | PORTLAND | OR | 97204 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |||||
| WESTERN RIVERS CONSERVANCY | ||||||||||||
| 71 SW OAK STREET SUITE 100 | PORTLAND | OR | 97204 | N/A | PC | CHALLENGE GRANT | $50,000 | |||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PC | GENERAL SUPPORT | $300,000 | |||||
| FOUNDATION FIGHTING BLINDNESS | ||||||||||||
| 7168 COLUMBIA GATEWAY DR STE 100 | COLUMBIA | MD | 21046 | N/A | PC | 1ST AND 2ND INSTALLMENT OF 4 YEAR PLEDGE | $1,000,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,091,472 | 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 | $2,571 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,571 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,571 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOMEN'S PROJECT FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KEYBANK NA TRUSTEE 4900 TIEDEMA | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441442302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,901,472 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | KELLOGG CO STOCK | StockNm |
| EOY Book Value | $5 | EOYBookValueAmt |
| EOYFMV | $5,325 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN TAXABLE AMOUNTS AND BOOK | Desc |
| Amt | $98 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $120 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |