JOHN P MURPHY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P MURPHY FOUNDATION (EIN 34-6528308)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349102317
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:31:17-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32125 SOLON ROAD STE 200 | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | 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 | 346528308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD J CLARK | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2166234770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 WEST 2ND ST Suite 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J CLARK | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2166234770 | PhoneNum |
| Signature | 2020-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 4402488787 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.89.216.123 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34986820203215000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9EE6BA3614D052CB7E7360874FFC65FAE3D1ADD6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A1EEB64FDF6F48C4FCD3E72704208A60224B91BD | 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 | $54,503,558 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,633,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,633,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,484,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,736,388 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,484,552 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,750 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,750 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,126,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,126,296 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $682,792 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $88,740 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $594,053 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $169,510 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $169,510 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $65,322 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $935 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $64,387 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,491 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,491 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $79,914 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,957 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $39,957 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,434 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,434 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $84,527 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,940 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $16,981 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $56,093 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $56,093 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,597 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,597 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$74,194 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | -$74,194 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,250,467 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $296,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $856,894 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,907,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,907,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,157,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $296,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,763,894 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $968,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,830,290 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $661,899 | CashBOYAmt |
| Cash EOY | $634,694 | CashEOYAmt |
| Cash EOYFMV | $634,694 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $682,013 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $457,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $457,312 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $60,099 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $60,099 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $34,348,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,168,406 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $39,168,406 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,471,396 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,380,673 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,380,673 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $266,838 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,618,660 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,618,660 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $340,091 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $195,908 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $161,164 | LandBOYAmt |
| Land EOY | $144,183 | LandEOYAmt |
| Land EOYFMV | $144,183 | LandEOYFMVAmt |
| Other Assets BOY | $44,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,531 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,635,971 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,503,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,503,558 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,797 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $2,344 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $18,141 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $47,617,830 | CapitalStockBOYAmt |
| Capital Stock EOY | $54,503,558 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,617,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,503,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,635,971 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,503,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,617,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $968,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,916,899 | OtherIncreasesAmt |
| Subtotal | $54,503,558 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $54,503,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MARKETABLE SECURITIES | PropertyDesc |
| Gross Sales Price | $25,736,388 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23,251,836 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,484,552 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,484,552 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,484,552 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,822,746 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,429,205 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062135 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,895,632 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,971,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061646 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,155,499 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,658,302 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,296,662 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,278,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065568 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,188,315 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,307,095 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062142 | DistributionYr5Rt |
| Total Distribution | 0.297689 | TotalDistributionRt |
| Average Distribution | 0.059538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,441,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,003,176 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,303 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,041,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,763,894 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,606 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $76,606 | SubtotalAmt |
| Tax Based On Investment Income | $76,606 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $186,705 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $186,705 | TotalPaymentsAndCreditsAmt |
| Overpayment | $110,099 | OverpaymentAmt |
| Applied To ES Tax | $110,099 | 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 | Yes (true) | 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 | https://www.murphykulas.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD J CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166234770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 WEST 2ND ST SUITE 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICIA BROWNELL | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | vp/tRUSTEE | 5.0 | $38,000 | $0 | $0 |
| RICHARD J CLARK | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | EVP/SEC/TRUSTEE | 20.0 | $222,437 | $25,142 | $0 |
| NANCY MCCANN | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | PRES/TREAS/TRUSTEE | 20.0 | $283,213 | $0 | $0 |
| JOHN F O'BRIEN | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,000 | $0 | $0 |
| LESLIE RESNIK | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,000 | $0 | $0 |
| FREDERICK G STUEBER | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $38,000 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | clearstead | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 superior avenue east suite 70 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $70,058 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $49,663,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$72,201 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,618,661 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,209,478 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,209,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $768,142 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,441,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,522,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,522,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,606 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,606 | TotalTaxAmt |
| Distributable Before Adj | $2,445,461 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,445,461 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,445,461 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,763,894 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,763,894 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,763,894 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,445,461 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $749,577 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $874,782 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $639,410 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $687,682 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,951,451 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,763,894 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,445,461 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $318,433 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,269,884 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $749,577 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,520,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $874,782 | ExcessFromYear4Amt |
| Excess From Year2 | $639,410 | ExcessFromYear2Amt |
| Excess From Year1 | $687,682 | ExcessFromYear1Amt |
| Excess From Current Year | $318,433 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NANCY W MCCANN PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 WEST 2ND ST SUITE 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166234770 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS MUST SUBMIT 6 COPIES OF GRANT APPLICATION, COPIES OF TAX-EXEMPT CERTIFICATES & LETTERS FROM THE TREASURY DEPT CERTIFYING THAT THE APPLICANT IS A PUBLICLY SUPPORTED TAX EXEMPT ORGANIZATION, NOT A PRIVATE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | TRUSTEES MEET, USUALLY QUARTERLY, TO CONSIDER GRANT APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | JOHN P. MURPHY FOUNDATION CONFINES ITS GRANTS PRIMARILY TO COMMUNITY EDUCATIONAL, ARTS, HEALTH, SOCIAL SERVICE AND RELIGIOUS INSTITUTIONS IN THE GREATER CLEVELAND AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Akron Art Museum | |||||||
| ONE SOUTH HIGH STREET | AKRON | OH | 44308 | none | PC | programmatic support | $10,000 |
| Apollo's Fire-Cleveland Baroque Orchestra | |||||||
| 3091 MAYFIELD RD | CLEVELAND HEIGHTS | OH | 44118 | none | PC | programmatic support | $25,000 |
| Arts Cleveland | |||||||
| 1900 SUPERIOR AVE E SUITE 130 | CLEVELAND | OH | 44114 | none | PC | programmatic support | $25,000 |
| Beck Center for the Arts | |||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | none | PC | programmatic support | $20,000 |
| BlueWater Chamber Orchestra | |||||||
| 3631 PERKINS AVENUE SUITE 4C NORTH | CLEVELAND | OH | 44114 | none | PC | programmatic support | $7,500 |
| Center for Arts-Inspired Learning | |||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | none | PC | programmatic support | $5,000 |
| Central School of Practical Nursing | |||||||
| 4700 ROCKSIDE ROAD 250 | INDEPENDENCE | OH | 44131 | none | PC | programmatic support | $2,000 |
| Chagrin Documentary Film Festival | |||||||
| 49 WEST ORANGE ST 2 | CHAGRIN FALLS | OH | 44022 | none | PC | programmatic support | $1,000 |
| Chamber Fest Cleveland | |||||||
| 20620 JOHN CARROLL BLVD SUITE 21 | CLEVELAND | OH | 44118 | none | PC | programmatic support | $5,000 |
| CityMusic Cleveland | |||||||
| PO BOX 1930 | CLEVELAND | OH | 44106 | none | PC | programmatic support | $5,000 |
| Cleveland Ballet | |||||||
| 23030 MILES ROAD | CLEVELAND | OH | 44128 | none | PC | programmatic support | $20,000 |
| Cleveland Botanical Garden | |||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | programmatic support | $10,000 |
| Cleveland Clinic Foundation | |||||||
| 95400 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $14,750 |
| Cleveland Institute of Art | |||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $5,000 |
| Cleveland Institute of Music | |||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | programmatic support | $25,000 |
| Cleveland International Film Festival | |||||||
| 2510 MARKET AVE | CLEVELAND | OH | 441133434 | none | PC | programmatic support | $35,000 |
| Cleveland Jazz Orchestra | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $5,000 |
| Cleveland Modern Dance Association | |||||||
| 13110 SHAKER BLVD | CLEVELAND | OH | 44120 | none | PC | programmatic support | $12,000 |
| Cleveland Museum of Art | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | none | PC | programmatic support | $38,500 |
| Cleveland Museum of Natural History | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | none | PC | programmatic support | $102,000 |
| Cleveland Music School Settlement | |||||||
| 11125 MAGNOLIA DR | CLEVELAND | OH | 44106 | none | PC | programmatic support | $25,000 |
| Cleveland Opera | |||||||
| 5000 EUCLID AVENUE 1001 | CLEVELAND | OH | 44103 | none | PC | programmatic support | $7,500 |
| Cleveland Play House | |||||||
| BULKLEY BUILDING 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $35,000 |
| Cleveland POPS Orchestra | |||||||
| 24000 MERCANTILE RD UNIT 8 | BEACHWOOD | OH | 44122 | none | PC | programmatic support | $10,000 |
| Cleveland Public Theatre | |||||||
| 6415 DETROIT ROAD | CLEVELAND | OH | 44102 | none | PC | programmatic support | $8,000 |
| Cleveland Rape Crisis Center | |||||||
| 526 SUPERIOR AVE | CLEVELAND | OH | 44114 | none | PC | programmatic support | $30,000 |
| Cleveland School of Arts Board of Trustees | |||||||
| PO BOX 18265 | CLEVELAND | OH | 441180265 | none | PC | programmatic support | $10,000 |
| Cleveland Society for the Blind | |||||||
| 1909 EAST 101ST STREET | CLEVELAND | OH | 44106 | none | PC | programmatic support | $10,000 |
| Cleveland State University Foundation | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $15,000 |
| College Now Greater Cleveland | |||||||
| TOWER CITY CENTER 50 PUBLIC SQUARE | CLEVELAND | OH | 44113 | none | PC | programmatic support | $15,000 |
| Cuyahoga Community College Foundation | |||||||
| 2900 COMMUNITY COLLEGE AVENUE | CLEVELAND | OH | 44114 | none | PC | programmatic support | $50,000 |
| Downtown Cleveland Alliance | |||||||
| 1010 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $25,000 |
| Fairhill Partners | |||||||
| 1220 FAIRHILL RD | CLEVELAND | OH | 44120 | none | PC | programmatic support | $1,250 |
| Gordon Square Arts District | |||||||
| 6516 DETROIT AVE STE 1 | CLEVELAND | OH | 44102 | none | PC | programmatic support | $5,000 |
| Great Lakes Theater Festival | |||||||
| 1501 EUCLID AVE STE 300 | CLEVLAND | OH | 44115 | none | PC | programmatic support | $60,000 |
| Greater Cleveland Sports Commission | |||||||
| 334 EUCLID AVE NO 100 | CLEVELAND | OH | 44114 | none | PC | programmatic support | $20,000 |
| Greater Cleveland Volunteers | |||||||
| 4415 EUCLID AVENUE NO 200 | CLEVELAND | OH | 44103 | none | PC | programmatic support | $6,000 |
| GroundWorks Dance Theater | |||||||
| 13125 SHAKER SQUARE | CLEVELAND | OH | 44120 | none | PC | programmatic support | $15,000 |
| Group Plan Commission | |||||||
| 1240 HURON ROAD SUITE 300 | CLEVELAND | OH | 44114 | none | PC | programmatic support | $200,000 |
| Ideastream | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $41,000 |
| Kent State University Foundation | |||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | none | PC | programmatic support | $61,500 |
| Kol Israel Foundation | |||||||
| 3681 GREEN ROAD SUITE 306 | BEACHWOOD | OH | 44122 | none | PC | programmatic support | $60,000 |
| Lake View Cemetery Foundation | |||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $2,000 |
| Magnificat High School | |||||||
| 20770 HILLIARD BLVD | ROCKY RIVER | OH | 44116 | none | PC | programmatic support | $5,000 |
| Maltz Museum of Jewish Heritage | |||||||
| 2929 RICHMOND RD | BEACHWOOD | OH | 44122 | none | PC | programmatic support | $20,000 |
| Mandel Jewish Community Ctr of Cleveland | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | none | PC | programmatic support | $5,000 |
| Museum of Contemporary Art Cleveland | |||||||
| 11400 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $25,000 |
| National Council of Jewish Women | |||||||
| 475 RIVERSIDE DRIVE SUITE 1901 | NEW YORK | NY | 10115 | none | PC | programmatic support | $5,000 |
| Near West Theatre | |||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 44102 | none | PC | programmatic support | $10,000 |
| North Union Farmers Market | |||||||
| 13111 SHAKER SQUARE SUITE 301 | CLEVELAND | OH | 44120 | none | PC | programmatic support | $2,500 |
| Philanthropy Ohio | |||||||
| 37 WEST BROAD ST STE 800 | COLUMBUS | OH | 43215 | none | PC | programmatic support | $15,000 |
| Piano International Assn of N Ohio | |||||||
| 20600 CHAGRIN BLVD STE 1110 | SHAKER HEIGHTS | OH | 44122 | none | PC | programmatic support | $25,000 |
| Playhouse Square Foundation | |||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | none | PC | programmatic support | $60,000 |
| Professional Flair | |||||||
| 3030 EUCLID AVE SUITE 100 | CLEVELAND | OH | 44115 | none | PC | programmatic support | $5,000 |
| Progressive Arts Alliance | |||||||
| 3311 PERKINS AVE SUITE 300 | CLEVELAND | OH | 44114 | none | PC | programmatic support | $10,000 |
| SPACES | |||||||
| 2900 DETROIT AVE | CLEVELAND | OH | 44113 | none | PC | programmatic support | $15,000 |
| St Edward High School | |||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44107 | none | PC | programmatic support | $45,000 |
| St Vincent Charity Medical Center | |||||||
| 2351 EAST 22ND STREET | CLEVELAND | OH | 44115 | none | PC | programmatic support | $100,000 |
| Stella Maris | |||||||
| 1320 WASHINGTON AVE | CLEVELAND | OH | 44113 | none | PC | programmatic support | $3,500 |
| The City Club of Cleveland | |||||||
| 850 EUCLID AVENUE 2ND FLOOR | CLEVELAND | OH | 44114 | none | PC | programmatic support | $2,500 |
| The Musical Arts Association | |||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | none | PC | programmatic support | $292,500 |
| The Musical Theater Project | |||||||
| 5755 GRANGER ROAD STE 830 | INDEPENDENCE | OH | 44131 | none | PC | programmatic support | $10,000 |
| The Salvation Army of Greater Cleveland | |||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | none | PC | programmatic support | $40,000 |
| Two Foundation | |||||||
| 8410 EAST WASHINGTON ST | CHAGRIN FALLS | OH | 44023 | none | PC | programmatic support | $1,000 |
| United Way of Greater Cleveland | |||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 441151854 | none | PC | programmatic support | $62,000 |
| Ursuline Sisters of Cleveland | |||||||
| 2600 LANDER RD | PEPPER PIKE | OH | 44124 | NONE | PC | programmatic support | $10,000 |
| Verb Ballets | |||||||
| 3558 LEE RD | SHAKER HEIGHTS | OH | 44120 | NONE | PC | programmatic support | $5,000 |
| Vocational Guidance Services | |||||||
| 2239 EAST 55TH ST | CLEVELAND | OH | 44103 | NONE | PC | programmatic support | $21,500 |
| Western Reserve Historical Society | |||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | programmatic support | $26,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,907,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,633,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,750 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,484,552 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,126,296 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,126,296 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LOU GRASSO | $45,114 | $22,557 | $22,557 |
| BDO USA LLP | $34,800 | $17,400 | $17,400 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | clearstead | ContractorPersonNm |
| Explanation | INVESTMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - PNC-DIRECTED | $10,583,216 | $10,583,216 |
| CORPORATE BONDS - PNC-LTD MAT | $1,797,457 | $1,797,457 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS - PNC DIR COS | $34,645,728 | $34,645,728 |
| CORPORATE STOCKS - COLUMBUS | $2,204,027 | $2,204,027 |
| MUTUAL FUNDS | $2,318,651 | $2,318,651 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF PARTNERS III | FMV | $16,077 | $16,077 |
| TIFF PARTNERS IV | FMV | $9,918 | $9,918 |
| TIFF EQUITY PARTNERS 2006 | FMV | $47,973 | $47,973 |
| EARLY STAGE PARTNERS, L.P. | FMV | $50,055 | $50,055 |
| TIFF REALTY AND RESOURCES III | FMV | $63,115 | $63,115 |
| BLACK DIAMOND | FMV | $1,431,522 | $1,431,522 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER & HOSTETLER LLP | CategoryTxt |
| Legal Fees | $2,491 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,491 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $34,070 | $29,041 | $29,041 |
| SECURITY DEPOSIT | $8,379 | $8,379 | $8,379 |
| OTHER ASSETS | $2,111 | $2,111 | $2,111 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $1,807 | $1,807 |
| OFFICE EXPENSE | $90,762 | $90,762 |
| EVENTS | $198 | $198 |
| DUES AND MEMBERSHIPS | $1,998 | $1,998 |
| COST SHARE REIMBURSEMENT | -$169,159 | -$169,159 |
| OHIO FILING FEE | $200 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $7,750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,750 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $5,916,899 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NBC DIRECT | $17,549 | $17,549 |
| TIFF | $8,216 | $8,216 |
| BRANDYWINE | $15,372 | $15,372 |
| COLUMBUS | $21,170 | $21,170 |
| NCB LCG | $20,576 | $20,576 |
| HARTLAND | $70,058 | $70,058 |
| BLACK DIAMOND | $9,493 | $9,493 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,940 | $3,940 |
| FEDERAL EXCISE TAXES | $80,587 |