OATEY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: OATEY FOUNDATION (EIN 86-6314738)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-10
IRS object ID: 202033159349101238
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
Legal Fees Schedule
Other Decreases Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-10T13:09:05-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	134008324	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRICEWATERHOUSECOOPERS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 PUBLIC SQUARE 19TH FLOOR	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	866314738	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	OATEY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	OATE	BusinessNameControlTxt
Phone	2162677100	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4700 WEST 160TH STREET	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44135	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM OATEY	PersonNm
Person Title	TRUSTEE & PRESIDENT	PersonTitleTxt
Phone	2162677100	PhoneNum
Signature	2020-11-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL MANLY	PreparerPersonNm
PTIN	P01365947	PTIN
Phone	2168753000	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	155.201.150.21	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-11-10	IPDt
IP Tm	13:07:22	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	0D0CBA35ACF003DDA8DF432570D5A80821967F83	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	$6,450,121	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	$930,975	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$133,751	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$133,727	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$420,946	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,155,157	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$420,946	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,485,672	TotalRevAndExpnssAmt
Total Net Invst Incm	$554,673	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$5,015	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$5,015	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$300	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$300	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$38,534	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$38,534	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$8,779	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,876	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$52,628	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$40,410	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$5,315	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,055,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,055,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,107,628	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$40,410	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,060,315	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$378,044	ExcessRevenueOverExpensesAmt
Net Investment Income	$514,263	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1	CashBOYAmt
Sav And Temp Cash Invst BOY	$161,169	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$30,221	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$30,221	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$5,253,891	CorporateStockBOYAmt
Corporate Stock EOY	$5,196,542	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,419,900	CorporateStockEOYFMVAmt
Total Assets BOY	$5,415,061	TotalAssetsBOYAmt
Total Assets EOY	$5,226,763	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,450,121	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$989,964	CapitalStockBOYAmt
Capital Stock EOY	$989,964	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$4,425,097	RetainedEarningBOYAmt
Retained Earning EOY	$4,236,799	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,415,061	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,226,763	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,415,061	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,226,763	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,415,061	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$378,044	ExcessRevenueOverExpensesAmt
Other Increases	$13,507	OtherIncreasesAmt
Subtotal	$5,806,612	SubtotalAmt
Other Decreases	$579,849	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,226,763	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
KEYBANK NATIONAL ASSOCIATION LT	P	2019-12-31	$1,956,947	$1,566,658	$390,289	$390,289
KEYBANK NATIONAL ASSOCIATION ST	P	2019-12-31	$1,198,210	$1,217,233	-$19,023	-$19,023
CAPITAL GAINS DIVIDENDS	P		$49,680		$49,680	$49,680

Field	Value	IRS element (for citing)
Capital Gain Net Income	$420,946	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$19,023	NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$716,723	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$5,384,073	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.133119	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$510,336	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,293,540	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.096407	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$514,085	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,435,515	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.115902	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$295,000	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$2,428,924	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.121453	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$136,396	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,767,858	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.077153	DistributionYr5Rt
Total Distribution	0.544034	TotalDistributionRt
Average Distribution	0.108807	AverageDistributionRt
Net Vl Noncharitable Assets	$5,785,344	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$629,486	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$5,143	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$634,629	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,060,315	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	$5,143	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,143	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,143	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$11,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$11,000	TotalPaymentsAndCreditsAmt
Es Penalty	$195	EsPenaltyAmt
Overpayment	$5,662	OverpaymentAmt
Applied To ES Tax	$5,662	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	WILLIAM OATEY	IndividualWithBooksNm
Phone	2162677100	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	20600 EMERALD PARKWAY	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44135	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	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
Transactions Fail To Qlfy As Exc	0	TransactionsFailToQlfyAsExcInd
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 (3 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
WILLIAM OATEY
20600 EMERALD PARKWAY	CLEVELAND	OH	44135	TRUSTEE & PRESIDENT & TREA	0.00	$0	$0	$0
NANCY MCMILLAN
20600 EMERALD PARKWAY	CLEVELAND	OH	44135	TRUSTEE & SECRETARY	0.00	$0	$0	$0
GARY OATEY
20600 EMERALD PARKWAY	CLEVELAND	OH	44135	TRUSTEE & VICE PRESIDENT	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

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	$5,794,867	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$78,579	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,873,446	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,873,446	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$88,102	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,785,344	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$289,267	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$289,267	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,143	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,143	TotalTaxAmt
Distributable Before Adj	$284,124	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$284,124	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$284,124	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,060,315	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,060,315	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$5,143	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,055,172	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$284,124	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$55,211	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$184,971	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$303,529	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$250,087	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$468,033	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,261,831	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,060,315	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$284,124	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$776,191	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,038,022	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	$55,211	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,982,811	ExcessDistriCyovToNextYrAmt
Excess From Year4	$184,971	ExcessFromYear4Amt
Excess From Year3	$303,529	ExcessFromYear3Amt
Excess From Year2	$250,087	ExcessFromYear2Amt
Excess From Year1	$468,033	ExcessFromYear1Amt
Excess From Current Year	$776,191	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACHIEVEMENT CENTERS FOR CHILDREN
4255 NORTHFIELD RD	HIGHLAND HILLS	OH	44128	PUBLIC CHARITY	GENERAL SUPPORT	$11,500
AMERICAN RED CROSS OF GREATER CLEVELAND
3747 EUCLID AVE	CLEVELAND	OH	44115	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
BECK CENTER FOR THE ARTS
17801 DETROIT AVE	LAKEWOOD	OH	44107	PUBLIC CHARITY	GENERAL SUPPORT	$20,000
COMMUNITY WEST FOUNDATION
800 SHARON DR SUITE C	WESTLAKE	OH	44145	PUBLIC CHARITY	GENERAL SUPPORT	$50,000
DIVERSITY CENTER OF NORTHEAST OHIO
3659 GREEN RD 220	BEACHWOOD	OH	44122	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
FRONTLINE SERVICES
1744 PAYNE AVE	CLEVELAND	OH	44114	PUBLIC CHARITY	GENERAL SUPPORT	$7,000
GREAT LAKES SCIENCE CENTER
601 ERIESIDE AVE	CLEVELAND	OH	44114	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
HEALTH NETWORK FOUNDATION
33 RIVER ST 3	CHAGRIN FALLS	OH	44022	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
JDRF
6100 ROCKSIDE WOODS BLVD N 445	INDEPENDENCE	OH	44131	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
MUSICAL ARTS ASSOCIATION
11001 EUCLID AVE	CLEVELAND	OH	44106	PUBLIC CHARITY	GENERAL SUPPORT	$162,000
NEW AVENUES TO INDEPENDENCE
17608 EUCLID AVE	CLEVELAND	OH	44112	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
NORTHCOAST COMMUNITY HOMES
14221 BROADWAY AVE	CLEVELAND	OH	44125	PUBLIC CHARITY	GENERAL SUPPORT	$3,500
ROCK AND ROLL HALL OF FAME & MUSEUM
1100 E 9TH ST	CLEVELAND	OH	44114	PUBLIC CHARITY	GENERAL SUPPORT	$60,000
SAINT MARTIN DE PORRES HIGH SCHOOL
6111 LAUSCHE AVE	CLEVELAND	OH	44103	PUBLIC CHARITY	GENERAL SUPPORT	$6,000
SALVATION ARMY OF GREATER CLEVELAND
2507 E 22ND ST	CLEVELAND	OH	44115	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
THE CLEVELAND CLINIC FOUNDATION
2049 E 100TH STREET	CLEVELAND	OH	44195	PUBLIC CHARITY	GENERAL SUPPORT	$202,500
THE TURN
5840 CANTERBURY ROAD	NORTH OLMSTED	OH	44070	PUBLIC CHARITY	GENERAL SUPPORT	$25,000
WITTENBERG UNIVERSITY
200 W WARD STREET	SPRINGFIELD	OH	45504	PUBLIC CHARITY	GENERAL SUPPORT	$50,000
YOUTH CHALLENGE
800 SHARON DR	WESTLAKE	OH	44145	PUBLIC CHARITY	GENERAL SUPPORT	$75,000
AMERICA SCORES CLEVELAND
3631 PERKINS AVE	CLEVELAND	OH	44114	PUBLIC CHARITY	GENERAL SUPPORT	$2,000
CLEVELAND 2030 DISTRICT
230 WEST HURON ROAD SUITE 8553	CLEVELAND	OH	44113	PUBLIC CHARITY	GENERAL SUPPORT	$2,500
CLEVELAND ANIMAL PROTECTIVE LEAGUE
1729 WILLEY AVE	CLEVELAND	OH	44113	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
CLEVELAND KIDS' BOOK BANK
3635 PERKINS AVE 1E	CLEVELAND	OH	44114	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
CLEVELAND METROPARKS
9701 BROOKPARK RD	PARMA	OH	44129	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
CLEVELAND MUSEUM OF ART
11150 EAST BLVD	CLEVELAND	OH	44106	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
CLEVELAND ORCHESTRA
11001 EUCLID AVE	CLEVELAND	OH	44106	PUBLIC CHARITY	GENERAL SUPPORT	$24,000
CLEVELAND PUBLIC THEATRE
6415 DETROIT AVE	CLEVELAND	OH	44102	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
CLEVELAND RAPE CRISIS CENTER
1228 EUCLID AVE 200	CLEVELAND	OH	44115	PUBLIC CHARITY	GENERAL SUPPORT	$2,500
COLLEGE NOW GREATER CLEVELAND
1500 W 3RD ST SUITE 125	CLEVELAND	OH	44113	PUBLIC CHARITY	GENERAL SUPPORT	$2,000
COMMUNITY FOUNDATION OF JACKSON HOLE
245 E SIMPSON AVE	JACKSON	WY	83001	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
CUYAHOGA COMMUNITY COLLEGE FOUNDATION
700 CARNEGIE AVE	CLEVELAND	OH	44115	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
DRINK LOCAL DRINK TAP INC
1455 WEST 29TH ST	CLEVELAND	OH	44113	PUBLIC CHARITY	GENERAL SUPPORT	$15,000
ELIZA JENNINGS CAPITAL CAMPAIGN
10603 DETROIT AVE	CLEVELAND	OH	44102	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
ENGAGE CLEVELAND
8200 SWEET VALLEY DR 100	CLEVELAND	OH	44125	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
FACING HISTORY AND OURSELVES
3091 MAYFIELD RD 320	CLEVELAND HEIGHTS	OH	44118	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
GORDON SQUARE ARTS DISTRICT
W 65TH ST AT DETROIT AVE	CLEVELAND	OH	44102	PUBLIC CHARITY	GENERAL SUPPORT	$3,500
HABITAT FOR HUMANITY
2110 W 110TH ST	CLEVELAND	OH	44102	PUBLIC CHARITY	GENERAL SUPPORT	$1,000
JACKSON HOLE SKI & SNOWBOARD CLUB - K OATEY SCHOLARSHIP ENDOWMENT FUND
100 E SNOW KING AVE	JACKSON	WY	83001	PUBLIC CHARITY	GENERAL SUPPORT	$8,000
MAXIMUM ACCESSIBLE HOUSING OF OHIO
1725 E 115TH ST	CLEVELAND	OH	44106	PUBLIC CHARITY	GENERAL SUPPORT	$2,000
NAVY SEAL FOUNDATION
1619 D ST	VIRGINIA BEACH	VA	23455	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
RAINBOW BABIES AND CHILDREN'S HOSPITAL
11100 EUCLID AVE	CLEVELAND	OH	44106	PUBLIC CHARITY	GENERAL SUPPORT	$2,000
THE CLEVELAND FOUNDATION
1422 EUCLID AVE 1300	CLEVELAND	OH	44115	PUBLIC CHARITY	GENERAL SUPPORT	$100,000
UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVE	CLEVELAND	OH	44115	PUBLIC CHARITY	GENERAL SUPPORT	$5,000
VALUES-IN-ACTION-FOUNDATION
6700 BETA DR SUITE 120	MAYFIELD VLG	OH	44143	PUBLIC CHARITY	GENERAL SUPPORT	$20,000
VALOSANO KIDS
9500 EUCLID AVE	CLEVELAND	OH	44195	PUBLIC CHARITY	GENERAL SUPPORT	$2,000
YMCA OF GREATER CLEVELAND
1801 SUPERIOR AVE E	CLEVELAND	OH	44114	PUBLIC CHARITY	GENERAL SUPPORT	$10,000
LIVING WATERS FOR THE WORLD
5016 SPECDALE CT 399	SPRING HILL	TN	37174	PUBLIC CHARITY	GENERAL SUPPORT	$35,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,055,000	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	$133,751	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$420,946	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$554,697	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$554,697	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	CRWS INC & SUBSIDIARIES	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	20600 EMERALD PARKWAY	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44135	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$930,975	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	1,000 SHS APPLE INC	$273,115	2019-12-13
1	1,000 SHS ALIBABA GROUP HOLDING LTD	$205,435	2019-12-13
1	1,000 SHS OKTA INC	$115,535	2019-12-13
1	1,000 SHS TELADOC HEALTH INC	$77,070	2019-12-13
1	1,000 SHS TWILIO INC CL A	$98,130	2019-12-13
1	1,000 SHS RINGCENTRAL INC	$161,690	2019-12-13

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$300	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$300	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	INVESTMENT-CORPORATE STOCK	StockNm
EOY Book Value	$5,196,542	EOYBookValueAmt
EOYFMV	$6,419,900	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$5,015	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$5,015	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	EXCESS FMV OVER COST OF ASSETS CONTRIBUTED	Desc
Amt	$579,849	Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$13,507	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	TRUSTEE FEES	CategoryTxt
Amt	$38,534	Amt
Net Investment Income	$38,534	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD	$1,876	$1,876	$0	$0
PY EXCISE TAX DUE/EXTENSION PAYMENTS	$6,303	$0	$0	$0
OH CHARITABLE TAX DIVISION	$600	$0	$0	$0