THE CHAR AND CHUCK FOWLER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE CHAR AND CHUCK FOWLER FAMILY FOUNDATION (EIN 90-0035660)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349101029
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T09:25:58-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341965417 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DR 300 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 | 900035660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAR AND CHUCK FOWLER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2163815896 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DRIVE NO 300 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES D FOWLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163815896 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORNERSTONE FAMILY OFFICE LLC | PreparerPersonNm |
| PTIN | P00152568 | PTIN |
| Phone | 4404600460 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.91.55.197 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 16:38:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2874E1497C5DC70A7C7D825211B9193A0FA8F4ED | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD4C61B48E5BE149CCE631EC9CB32F495BE28456 | 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 | $27,972,110 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $266,169 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $266,169 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $366,874 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $366,874 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,013,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,013,747 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $120,835 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $120,835 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,767,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,767,625 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $87,546 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,098 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,056 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $53,339 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,442 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,250 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,408 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,740 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $320,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,474,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,474,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,795,651 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,474,820 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,028,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,671,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $822,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,243,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,243,677 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,220,604 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,385,071 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,397,228 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,970,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,631,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,132,921 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,711,266 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,451,591 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,461,526 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,783,529 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,736,756 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,736,756 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,508,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,448,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,972,110 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $29,508,262 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,448,564 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,508,262 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,448,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,508,262 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,448,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,508,262 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,028,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $26,480,236 | SubtotalAmt |
| Other Decreases | $31,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,448,564 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| MELLON #2600 | P | $145,417 | $145,417 | |
| MELLON #7810 | P | $499,070 | $499,070 | |
| MELLON #2860 | P | -$63,237 | -$63,237 | |
| MELLON #2600 | P | -$251 | -$251 | |
| MELLON #7810 | P | $218,804 | $218,804 | |
| MELLON #2860 | P | $218,330 | $218,330 | |
| BANK OF AMERICA #19189 | P | -$5,427 | -$5,427 | |
| CAPITAL GAINS DIVIDENDS | P | $1,041 | $1,041 | $1,041 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,013,747 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,222,314 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,398,156 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138900 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,254,487 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,756,411 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.174919 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,438,315 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,677,610 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.197420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,077,506 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,734,877 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089155 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,554,825 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,147,763 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.198268 | DistributionYr5Rt |
| Total Distribution | 0.798662 | TotalDistributionRt |
| Average Distribution | 0.159732 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,114,893 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,650,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,714 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,667,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,474,820 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $33,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $33,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,439 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,439 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,010 | OverpaymentAmt |
| Applied To ES Tax | $6,010 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FOWLERFAMILYFDN.ORG | WebsiteAddressTxt |
| Individual With Books | CORNERSTONE FAMILY OFFICE LLC | IndividualWithBooksNm |
| Phone | 4404600460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DRIVE SUITE 300 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES D FOWLER | ||||||||
| 5885 LANDERBROOK DR 300 | MAYFIELD HEIGHTS | OH | 44124 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHARLOTTE A FOWLER | ||||||||
| 5885 LANDERBROOK DR 300 | MAYFIELD HEIGHTS | OH | 44124 | TREASURER & SECRETARY | 5.00 | $0 | $0 | $0 |
| CHANN FOWLER SPELLMAN | ||||||||
| 5885 LANDERBROOK DR 300 | MAYFIELD HEIGHTS | OH | 44124 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| HOLLEY FOWLER MARTENS | ||||||||
| 5885 LANDERBROOK DR 300 | MAYFIELD HEIGHTS | OH | 44124 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGET C DELEON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17600 HAMPTON PLACE | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 32.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $87,546 | CompensationAmt |
| Employee Benefits | $6,684 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $20,425,597 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,082,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,050,548 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,558,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,558,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $443,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,114,893 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,455,745 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,455,745 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,429 | TotalTaxAmt |
| Distributable Before Adj | $1,422,316 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,422,316 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,422,316 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,474,820 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,474,820 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,474,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,422,316 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,477,387 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,809,614 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,579,274 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,517,192 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,732,136 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,115,603 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,474,820 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,422,316 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,052,504 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,168,107 | 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 | $6,477,387 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,690,720 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,809,614 | ExcessFromYear4Amt |
| Excess From Year3 | $5,579,274 | ExcessFromYear3Amt |
| Excess From Year2 | $4,517,192 | ExcessFromYear2Amt |
| Excess From Year1 | $2,732,136 | ExcessFromYear1Amt |
| Excess From Current Year | $3,052,504 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES D FOWLER | ContributingManagerNm |
| Contributing Manager | CHARLOTTE A FOWLER | ContributingManagerNm |
| Contributing Manager | CHANN FOWLER SPELLMAN | ContributingManagerNm |
| Contributing Manager | HOLLEY FOWLER MARTENS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO CORNERSTONE FAMILY OFFICE LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DR 300 | AddressLine1Txt |
| City | MAYFIELD HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2169064578 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@FOWLERFAMILYFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (177 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A KID AGAIN | ||||||
| 9347 RAVENNA ROAD | TWINSBURG | OH | 44087 | PUBLIC | A KID AGAIN ADVENTURES | $8,000 |
| ACHIEVEMENT CENTERS FOR CHILDREN | ||||||
| 4255 NORTHFIELD ROAD | HIGHLAND HILLS | OH | 44128 | PUBLIC | MUSIC THERAPY PROGRAM FOR CHILDREN WITH AUTISM | $5,000 |
| AFTER-SCHOOL ALL-STARS CLEVELAND | ||||||
| 13017 LARCHMERE BLVD | CLEVELAND | OH | 44120 | PUBLIC | OPERATING SUPPORTBRIDGE FUNDING | $5,000 |
| AKRON ART MUSEUM | ||||||
| ONE SOUTH HIGH | AKRON | OH | 44308 | PUBLIC | SPECIAL EXHIBITS | $10,000 |
| AKRON SOUL TRAIN | ||||||
| 121 SOUTH MAIN STREET SUITE 500 | AKRON | OH | 44308 | PUBLIC | GENERAL SUPPORT | $7,500 |
| AMERICA SCORES CLEVELAND | ||||||
| 3631 PERKINS AVENUE STE 2CE | CLEVELAND | OH | 44114 | PUBLIC | LITERACY YOUTH DEVELOPMENT PROGRAM | $21,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | PUBLIC | HOPE LODGE CAP CAMPAIGN | $35,000 |
| ART THERAPY STUDIO | ||||||
| 12200 FAIRHILL ROAD | CLEVELAND | OH | 44120 | PUBLIC | DISCOVER THE ARTIST WITHIN YOU | $15,000 |
| ARTNEO | ||||||
| 1305 WEST 80TH STREET 016 | CLEVELAND | OH | 44102 | PUBLIC | SCHOLARS PROGRAM | $12,000 |
| ARTS CLEVELAND | ||||||
| 1900 SUPERIOR AVE 130 | CLEVELAND | OH | 44114 | PUBLIC | DANCE USA CONFERENCE AND OPERATING SUPPORT | $20,000 |
| BIRTHING BEAUTIFUL COMMUNITIES | ||||||
| 1921 EAST 66TH | CLEVELAND | OH | 44103 | PUBLIC | OPERATING SUPPORT | $30,000 |
| BECK CENTER FOR THE ARTS | ||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | PUBLIC | OPERATING SUPPORT AND CREATING OUR FUTUREGENERAL SUPPORT | $85,000 |
| BOUDICCAS PEACE FOUNDATION | ||||||
| 16927 LAKE AVENUE | LAKEWOOD | OH | 44107 | PUBLIC | SHOWING UP FOR RACIAL JUSTICE-NEO CHAPTER | $5,000 |
| BORDERLIGHT INTERNATIONAL THEATRE & FRINGE FESTIVAL | ||||||
| 11459 MAYFIELD ROAD | CLEVELAND | OH | 44106 | PUBLIC | OPERATING SUPPORT | $40,000 |
| BOYS HOPE GIRLS HOPE OF NORTHEAST OHIO | ||||||
| 9619 GARFIELD BLVD | CLEVELAND | OH | 44125 | PUBLIC | OPERATING SUPPORT | $25,000 |
| BOYS & GIRLS CLUBS OF NORTHEAST OHIO | ||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | PUBLIC | EXPANDED ARTS AND EDUCATION FOR AT-RISK YOURT | $25,000 |
| BREWS AND PROSEOHIO CITY INC | ||||||
| 3055 CORYDON ROAD | CLEVELAND | OH | 44118 | PUBLIC | GENERAL SUPPORT | $5,000 |
| BRITE CLEVELAND | ||||||
| PO BOX 6751 | CLEVELAND | OH | 44101 | PUBLIC | WINTER FESTIVAL | $10,000 |
| BROADWAY SCHOOL OF MUSIC AND THE ARTS | ||||||
| 5415 BROADWAY AVE | CLEVELAND | OH | 44127 | PUBLIC | GENERAL SUPPORT | $17,500 |
| BUILDING HOPE IN THE CITY | ||||||
| PO BOX 93568 | CLEVELAND | OH | 44101 | PUBLIC | TUTORING AT THE HOPE CENTER FOR REFUGEES AND IMMIGRANTS | $15,000 |
| BUSINESS VOLUNTEERS UNLIMITED | ||||||
| 1300 E 9TH STREET 1805 | CLEVELAND | OH | 44114 | PUBLIC | CAPACITY BUILDING | $15,000 |
| CANTON MUSEUM OF ART | ||||||
| 1001 MARKET AVE N | CANTON | OH | 44702 | PUBLIC | ART OF HEALTH AND HEALING | $10,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | PUBLIC | VARIOUS PROGRAMS | $50,000 |
| CENTER FOR APPLIED THEATRE AND ACTIVE CULTURE | ||||||
| 111 OVERWOOD ROAD | AKRON | OH | 44313 | PUBLIC | VARIOUS PROGRAMS | $13,000 |
| CENTER FOR ARTS-INSPIRED LEARNING | ||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $10,000 |
| CHAGRIN DOCUMENTARY FILM FESTIVAL | ||||||
| 49 W ORANGE STREET 2 | CHAGRIN FALLS | OH | 44022 | PUBLIC | CHAGRIN DOCUMENTARY FILM FESTIVAL | $5,000 |
| CITY COVENANT CHURCH | ||||||
| 13624 STOUT | DETROIT | MI | 48223 | PUBLIC | VARIOUS PROGRAMS | $15,000 |
| CITY YEAR CLEVELAND | ||||||
| 820 PROSPECT AVE E | CLEVELAND | OH | 44115 | PUBLIC | WHOLE SCHOOL WHOLE CHILD | $50,000 |
| CLEVELAND FESTIVAL OF ART & TECHNOLOGY | ||||||
| 5401 HAMILTON AVE | CLEVELAND | OH | 44114 | PUBLIC | INGENUITY OPERATING SUPPORT | $10,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC | ASPIRE NURSE SCHOLARS PROGRAM | $30,000 |
| CLEVELAND CORD BLOOD CENTER | ||||||
| 25001 EMERY ROAD 150 | CLEVELAND | OH | 44128 | PUBLIC | RESEARCY OF TYPE 1 DIABETES AND PARKINSON'S THERAPY | $25,000 |
| CLEVELAND HEARING & SPEECH CENTER | ||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC | 2019 DEAF SERVING DEAF IN NEO | $20,000 |
| CLEVELAND INSTITUTE OF ART | ||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC | PATHWAYS TO CAREERS IN ART AND DESIGN | $25,000 |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | ||||||
| 2510 MARKET AVE | CLEVELAND | OH | 44113 | PUBLIC | FILMSLAM | $25,000 |
| CLEVELAND METROPOLITAN SCHOOL DISTRICT | ||||||
| 1111 SUPERIOR AVE E SUITE 1800 | CLEVELAND | OH | 44114 | PUBLIC | VARIOUS PROGRAMS | $10,000 |
| CLEVELAND MODERN DANCE ASSOCIATION DBA DANCE CLEVELAND | ||||||
| 13110 SHAKER BLVD 106 | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $7,500 |
| CLEVELAND PRINT ROOM | ||||||
| 2550 SUPERIOR AVE | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $10,000 |
| CLEVELAND MUNICIPAL COURT | ||||||
| 1200 ONTARIO STREET | CLEVELAND | OH | 44113 | PUBLIC | OPERATING SUPPORT FOR MENTAL HEALTH SPECIALIZED DOCKET | $7,500 |
| CLEVELAND PUBLIC THEATRE | ||||||
| 6415 DETROIT ROAD | CLEVELAND | OH | 44102 | PUBLIC | BRICK CITY THEATRE / STUDENT THEATRE / STATION HOPE | $25,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 526 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | PUBLIC | PREVENTING RAPE AND SEXUAL ABUSE | $25,000 |
| COALITION ON HOMELESS & HOUSING IN OH | ||||||
| 175 SOUTH THIRD STREET | COLUMBUS | OH | 43215 | PUBLIC | ACVOCACY OPERATING SUPPORT | $25,000 |
| COLLECTIVE ARTS NETWORK | ||||||
| PO BOX 771748 | LAKEWOOD | OH | 44107 | PUBLIC | CAN WEBSITE OVERHAUL | $10,000 |
| COLLEGE NOW GREATER CLEVELAND | ||||||
| 50 PUBLIC SQUARE STE 1800 | CLEVELAND | OH | 44113 | PUBLIC | MENTORING PROGRAM | $25,000 |
| CONSERVANCY FOR THE CUYAHOGA VALLEY NATIONAL PARK | ||||||
| 1403 WEST HINES HILL ROAD | PENINSULA | OH | 44264 | PUBLIC | OPERATING FOR ENVIRONMENTAL EDUCATION CENTER | $15,000 |
| CONVERGENCE-CONTINUUM | ||||||
| 2438 SCRANTON ROAD | CLEVELAND | OH | 44113 | PUBLIC | RESIS/REVOLT-A THREE PLAY SERIES | $7,500 |
| CSU FOUNDATION CLEVELAND ARTS EDUCATION CONSORTIUM | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | PUBLIC | CLEVELAND ARTS EDUCATION CONSORTIUM SERVING MEMBERS AND COMMUNITY | $5,000 |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | PUBLIC | TRI-C CREATIVE ARTS ACADEMY | $20,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | ||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | PUBLIC | SUMMER CAMPS | $37,500 |
| DAILY DOSE OF READING | ||||||
| 2054 SOUTH GREEN ROAD | SOUTH EUCLID | OH | 44121 | PUBLIC | PRE LITERACY LANGUAGE PROGRAMMING | $10,000 |
| DDC CLINIC | ||||||
| 14567 MADISON RD | MIDDLEFIELD | OH | 44062 | PUBLIC | OPERATING SUPPORT FOR PERSONALIZED GENOMIC MEDICINE | $40,000 |
| DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER | ||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | PUBLIC | THE ART OF HEALING-TRAUMA INVORMED SPACES | $25,000 |
| DOWNTOWN CLEVELAND ALLIANCE | ||||||
| 1010 EUCLID AVE | CLEVELAND | OH | 44115 | PUBLIC | SPARK CITY HOP | $5,000 |
| EDWINS LEADERSHIP & RESTAURANT INSTITUTE | ||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44106 | PUBLIC | CULINARY ARTS EDUCATION THAT WORKS | $40,000 |
| ELIZA BRYANT VILLAGE | ||||||
| 7201 WADE PARK AVE | CLEVELAND | OH | 44103 | PUBLIC | HEALING & HAPPINESS THROUGH THE ARTS | $30,000 |
| ENLIGHTENED SOLUTIONS | ||||||
| 3142 W 140TH STREET | CLEVELAND | OH | 44111 | PUBLIC | OPERATING SUPPORT ENLIGHTENED SOLUTIONS AND UNMASKED | $200,000 |
| ENSEMBLE THEATRE | ||||||
| 2843 WASHINGTON BLVD | CLEVELAND HTS | OH | 44118 | PUBLIC | OPERATING SUPPORT | $5,000 |
| ESPERANZA INC | ||||||
| 3104 W 25TH ST | CLEVELAND | OH | 44109 | PUBLIC | IMPROVING HISPANIC EDUCATION | $40,000 |
| FACING HISTORY AND OURSELVES | ||||||
| 3091 MAYFIELD RD 320 | CLEVELAND HTS | OH | 44118 | PUBLIC | GENERAL SUPPORT | $20,000 |
| FAIRMOUNT CENTER FOR THE ARTS | ||||||
| 8400 FAIRMOUNT ROAD | NOVELTY | OH | 44072 | PUBLIC | GENERAL SUPPORT | $10,000 |
| ENVISION EXCELLENCE IN STEM EDUCATIONS | ||||||
| 2108 LAMBERTON ROAD | CLEVELAND HTS | OH | 44118 | PUBLIC | SUPPORT STEM LEARNING ECOSYSTEMS COMMUNITY OF PRACTICE | $10,000 |
| EUCLID PUBLIC LIBRARY | ||||||
| 631 EAST 222ND STREET | EUCLID | OH | 44123 | PUBLIC | EARLY CHILDHOOD ENRICHMENT FOR YOUNG HOMELESS FAMILIES | $5,000 |
| FAMILY CONNECTIONS OF NEO | ||||||
| 19824 SUSSEX ROAD | SHHAKER HEIGHTS | OH | 44122 | PUBLIC | SPARK SUPPORTING PARTNERSHIPS TO ASSURE READY KIDS | $25,000 |
| FIELDSTONE FARMS THERAPEUTIC RIDING CENTER | ||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | PUBLIC | RIDERSHIP PROGRAM | $25,000 |
| FIREFISH ARTS | ||||||
| 520 BROADWAY AVENUE 3RD FLOOR | LORAIN | OH | 44052 | PUBLIC | FIREFISH FESTIVAL | $5,000 |
| FIRST DESCENTS | ||||||
| 3001 BRIGHTON BLVD STE 623 | DENVER | CO | 80216 | PUBLIC | IMPROVING SURVIVORSHIP FOR YOUNG ADULTS IMPACTED BY CANCER | $25,000 |
| FLYING HOURSE FARMS | ||||||
| 5260 STATE ROUTE 95 | MT GILEAD | OH | 43338 | PUBLIC | RANGER PROGRAM/ADVENTURE CAMP FOR TEANS AND YA | $25,000 |
| FOUNDATION CENTER | ||||||
| 1422 EUCLID AVE 1600 | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $10,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||
| 3615 EUCLID AVE 3103A | CLEVELAND | OH | 44114 | PUBLIC | VARIOUS PROGRAMS | $250,000 |
| FRONT EXHIBITION COMPANY | ||||||
| 1460 W 29TH STREET | CLEVELAND | OH | 44113 | PUBLIC | GENERAL SUPPORT | $15,000 |
| FRONT STEPS HOUSING AND SERVICES | ||||||
| 1545 WEST 25TH STREET | CLEVELAND | OH | 44113 | PUBLIC | CHRONICALLY HOMELESS WITH MENTAL ILLNESS USING THE VISUAL ARTS | $15,000 |
| FOLUKE CULTURAL ARTS CENTER INC | ||||||
| 2234 EAST 55TH STREET | CLEVELAND | OH | 44103 | PUBLIC | OUT OF SCHOOL TIME ARTS ENRICHMENT FOR YOUTH | $5,000 |
| FOOTPATH FOUNDATION | ||||||
| 2839 WATERFALL WAY | WESTLAKE | OH | 44145 | PUBLIC | FOOTPATH NATURE CLUB | $5,000 |
| GLOBAL AMBASSADORS LANGUAGE ACADEMY | ||||||
| 13442 LORAIN AVE | CLEVELAND | OH | 44111 | PUBLIC | GENERAL SUPPORT | $15,000 |
| GREAT LAKES THEATRE | ||||||
| 1501 EUCLID AVE STE 300 | CLEVELAND | OH | 44115 | PUBLIC | EDUCATION PROGRAMS | $10,000 |
| GREATER CLEVELAND CONGREGATIONS | ||||||
| 6114 FRANCIS AVE | CLEVELAND | OH | 44127 | PUBLIC | ORGANIZING FOR QUALITY EDUCATION IN CLEVELAND | $20,000 |
| GREATER CLEVELAND FOODBANK | ||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | PUBLIC | INCREASING ACCESS TO NUTRITIOUS FOOD | $15,000 |
| HANNA PERKINS CENTER FOR CHILD DEVELOPMENT | ||||||
| 19910 MALVERN ROAD | SHAKER HTS | OH | 44122 | PUBLIC | OPERATING SUPPORT | $5,000 |
| GREATER CLEVELAND VOLUNTEERS | ||||||
| 4415 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44103 | PUBLIC | AARP FOUNDATION EXPERIENCE CORPS | $5,000 |
| GROUNDWORKS DANCE THEATER | ||||||
| 13125 SHAKER SQUARE STE 102 | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $15,000 |
| HEIGHTS ARTS | ||||||
| 2175 LEE ROAD | CLEVELAND HTS | OH | 44118 | PUBLIC | GENERAL SUPPORT | $5,000 |
| HEIGHTS YOUTH THEATRE | ||||||
| 21110 HALBURTON ROAD | BEACHWOOD | OH | 44122 | PUBLIC | OPERATING SUPPORT | $3,000 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | PUBLIC | PALLATIVE CARE/LIFE ENRICHMENT FOR PEDIATRIC PATIENTS | $20,000 |
| INLET DANCE THEATRE | ||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PUBLIC | CLARK/FULTON NEIGHBORHOOD INITIATIVE | $40,000 |
| JULIA DE BURGOS CULTURAL ARTS CENTER | ||||||
| 2800 ARCHWOOD AVENUE | CLEVELAND | OH | 44109 | PUBLIC | OPERATING SUPPORT | $15,000 |
| JULIE BILLIART SCHOOL | ||||||
| 4982 CLUBSIDE ROAD | LYNDHURST | OH | 44124 | PUBLIC | ACCESS TO EDUCATION GRANT | $20,000 |
| KARAMU HOUSE | ||||||
| 2355 E 89TH ST | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $30,000 |
| KENT STATE UNIVERSITY FOUNDATION | ||||||
| 350 S LINCOLN STREET | KENT | OH | 44242 | PUBLIC | MAKING OUR OWN SPACD:LA VILLA HISPANA | $20,000 |
| LAKE ERIE INK | ||||||
| 2843 WASHINGTON BLVD | CLEVELAND HTS | OH | 44118 | PUBLIC | GENERAL SUPPORT | $30,000 |
| LAKE ERIE NATURE & SCIENCE CENTER | ||||||
| 28728 WOLF ROAD | BAY VILLAGE | OH | 44140 | PUBLIC | ACCESSIBLE NATURE & SCIENCE EDUCATION PROGRAM FOR CHILDREN | $10,000 |
| LAND STUDIO | ||||||
| 1939 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | PUBLIC | VARIOUS PROGRAMS | $225,000 |
| LEG UP FOR CLEVELAND'S KIDS | ||||||
| PO BOX 770763 | LAKEWOOD | OH | 44107 | PUBLIC | HARNESSING THE POWER OF HORSES TO TRANSFORM UNDERSERVED YOUTH | $5,000 |
| LGBT COMMUNITY CENTER OF GREATER CLEVELAND | ||||||
| 6600 DETROIT AVENUE | CLEVELAND | OH | 44102 | PUBLIC | QUEER YOUTH INITIATIVE | $10,000 |
| LEGALWORKS INC | ||||||
| 2800 EUCLID AVENUE | CLEVELAND | OH | 44115 | PUBLIC | COMMUNITY EXPANSION PROJECT 2019 | $20,000 |
| LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 1005 NORTH ABBE ROAD | ELYRIA | OH | 44054 | PUBLIC | STEAM MAKER TEENS PROGRAMS | $15,000 |
| LITTLE LUMPYS CENTER FOR EDUCATION INITIATIVES | ||||||
| 6815 EUCLID AVE | CLEVELAND | OH | 44103 | PUBLIC | BLACK BUCKEYES: A TALE OF TWO CITIES DOC FILM | $10,000 |
| MAGNET | ||||||
| 1768 E 25TH STREET | CLEVELAND | OH | 44114 | PUBLIC | EARLY COLLEGE CAREER PROGRAM | $10,000 |
| MAGNOLIA CLUBHOUSE | ||||||
| 11101 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PUBLIC | COMPREHENSIVE INTEGRATED CARE | $15,000 |
| MALACHI HOUSE | ||||||
| 2810 CLINTON AVENUE | CLEVELAND | OH | 44113 | PUBLIC | RESIDENTIAL CARE FOR LOW INCOME AND HOMELESS | $25,000 |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PUBLIC | STOP THE HATE YOUTH SING OUT | $5,000 |
| LYLESART | ||||||
| PO BOX 43021 | RICHMOND HEIGHTS | OH | 44143 | PUBLIC | ARTOGRAPHY | $2,500 |
| MEDWORKS | ||||||
| 1950 RICHMOND ROAD TR205 | LYNDHURST | OH | 44124 | PUBLIC | OPERATING SUPPORT | $40,000 |
| M POWERMENT | ||||||
| PO BOX 38141 | OLMSTEAD FALLS | OH | 44138 | PUBLIC | PROGRAM MANAGER POSITION | $35,000 |
| MAELSTROM COLLABORATIVE ARTS | ||||||
| 5403 DETROIT AVE | CLEVELAND | OH | 44102 | PUBLIC | NO BOUNDARIES CAPACITY BUILDING | $5,000 |
| MEDWISH INTERNATIONAL | ||||||
| 1625 E 31ST STREET | CLEVELAND | OH | 44114 | PUBLIC | DOMESTIC GIVING PILOT PROGRAM | $10,000 |
| MERCURY THEATRE COMPANY | ||||||
| PO BOX 21188 | CLEVELAND | OH | 44121 | PUBLIC | MERCURY SUMMER STOCK OPERATING SUPPORT | $4,000 |
| MOCA | ||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | PUBLIC | FREE ADMISSION FOR ALL/OPEN HOUSE | $25,000 |
| MONTESSORI DEVELOPMENT PARTNERSHIPS | ||||||
| 13693 BUTTERNUT ROAD | BURTON | OH | 44021 | PUBLIC | STONEBROOK MONTESSORI SCHOOL | $25,000 |
| MORGAN ART OF PAPERMAKING CONSERVATORY & EDUCATIONAL FOUNDATION | ||||||
| 1754 E 47TH STREET | CLEVELAND | OH | 44103 | PUBLIC | OPERATING AND CAPACITY BUILDING SUPPORT | $15,000 |
| NATURE CENTER AT SHAKER LAKES | ||||||
| 2600 S PARK BLVD | CLEVELAND | OH | 44120 | PUBLIC | ASK! PROGRAM FOR CLEVELAND SCHOOLS | $10,000 |
| NEAR WESTSIDE MULTI-SERVICE CENTER DBA MAY DUGAN CENTER | ||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | PUBLIC | MOMS FIRST PROGRAM | $7,500 |
| NEIGHBORHOOD FAMILY PRACTICE | ||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | PUBLIC | ACCESS TO LONG ACTING REVERSIBLE CONTRACEPTIVES | $10,000 |
| NORTHERN OHIO YOUTH ORCHESTRA | ||||||
| 39 S MAIN STREET | OBERLIN | OH | 44107 | PUBLIC | NOYO SYMPHONIC BAND | $10,000 |
| NEW AVENUES TO INDEPENDENCE | ||||||
| 17608 EUCLID AVENUE | CLEVELAND | OH | 44112 | PUBLIC | INTEGRATING INDIVIDUALS WITH DISABILITIES AND COMMUNITY | $10,000 |
| NEW DIRECTIONS | ||||||
| 30800 CHAGRIN BLVD | CLEVELAND | OH | 44124 | PUBLIC | SUMMER EDUCATION PROGRAM | $10,000 |
| OBERLIN COLLEGE | ||||||
| 38 E COLLEGE STREET | OBERLIN | OH | 44074 | PUBLIC | OPERATING SUPPORT | $5,000 |
| OHIO CITY INC | ||||||
| 2525 MARKET AVE STE A | CLEVELAND | OH | 44113 | PUBLIC | VARIOUS PROGRAMS | $5,000 |
| OHIO UNIVERSITY FOUNDATION | ||||||
| PO BOX 869 | ATHENS | OH | 45701 | PUBLIC | ASPIRING DOCTORS PRECOLLGE PROGRAM | $5,000 |
| PEACE BY PIECE CLEVELAND | ||||||
| 10237 BEREA ROAD | CLEVELAND | OH | 44102 | PUBLIC | ARTS PROGRAMMING | $15,000 |
| PHILANTHROPY OHIO | ||||||
| 1111 SUPERIOR AVE SUITE 1112 | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $2,500 |
| PIANO INTERNATIONAL ASSOCIATION OF NORTHERN OHIO | ||||||
| 20600 CHAGRIN BLVD 1110 | SHAKER HTS | OH | 44122 | PUBLIC | CLEVELAND INTL PIANO COMPETITION/COMMUNITY OUTREACH | $10,000 |
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||
| 25350 ROCKSIDE ROAD | BEDFORD HTS | OH | 44146 | PUBLIC | CAPITAL PROJECT - NEW OLD BROOKLYN CENTER AND 2020 OPERATING SUPPORT | $30,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVE STE 200 | CLEVELAND | OH | 44115 | PUBLIC | SENSORY FRIENDLY PROGRAMMING | $15,000 |
| OPEN DOORS | ||||||
| 1427 EAST 36TH STREET 4206A | CLEVELAND | OH | 44114 | PUBLIC | EDUCATIONAL SUPPORT & ENRICHMENT FOR MIDDLE SCHOOL | $15,000 |
| POLICY MATTERS OHIO | ||||||
| 3631 PERKINS AVENUE STE 4C EAST | CLEVELAND | OH | 44114 | PUBLIC | VARIOUS PROGRAMS | $30,000 |
| PRAXIS FIBER WORKSHOP | ||||||
| 15301 WATERLOO ROAD | CLEVELAND | OH | 44110 | PUBLIC | OPERATING SUPPORT | $5,000 |
| PRETERM | ||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $50,000 |
| PREVENT BLINDNESS OHIO AFFILIATE | ||||||
| HILLCREST MEDICAL BUILDING 1 | CLEVELAND | OH | 44124 | PUBLIC | VISION CARE OUTREACH PROGRAM, SERVING NEO | $5,000 |
| PROGRESSIVE ARTS ALLIANCE | ||||||
| 3311 PERKINS AVE STE 300 | CLEVELAND | OH | 44114 | PUBLIC | OPERATING SUPPORT | $40,000 |
| REACH OUT AND READ GREATER CLEVELAND | ||||||
| 1422 EUCLID AVENUE | CLEVELAND | OH | 44115 | PUBLIC | OPERATING SUPPORTOPERATING SUPPORT | $15,000 |
| REPLAY FOR KIDS | ||||||
| 600 W STURBRIDGE DR | MEDINA | OH | 44256 | PUBLIC | FAMILY TOY ADAPTING WORKSHOPS | $10,000 |
| RUBBER CITY SHAKESPEARE COMPANY | ||||||
| 2207 ROMIG ROAD | AKRON | OH | 44320 | PUBLIC | GENERAL SUPPORT | $3,000 |
| SAY YES TO CLEVELAND SCHOLARSHIP | ||||||
| 1422 EUCLID AVE SUITE 1300 | CLEVELAND | OH | 44115 | PUBLIC | OPERATING SUPPORT | $400,000 |
| SEEDS OF LITERACY | ||||||
| 3104 W 25TH ST | CLEVELAND | OH | 44109 | PUBLIC | EMPOWERMENT THROUGH EDUCATION | $25,000 |
| SKIDMARK CLE | ||||||
| 5401 HAMILTON AVE | CLEVELAND | OH | 44114 | PUBLIC | OPERATING SUPPORT | $20,000 |
| SLAVIC VILLAGE DEVELOPMENT | ||||||
| 5620 BROADWAY AVENUE | CLEVELAND | OH | 44127 | PUBLIC | ROOMS TO LET | $5,000 |
| SOULCRAFT CLE | ||||||
| 5401 HAMILTON AVE | CLEVELAND | OH | 44114 | PUBLIC | LITERARY LOTS IN SLAVIC VILLAGE | $15,000 |
| ST CLAIR SUPERIOR DEVELOPMENT CORP | ||||||
| 3615 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | PUBLIC | INSPIRE YOUR CITY ARTS APPRENTICESHIP | $4,050 |
| SPACES | ||||||
| 2220 SUPERIOR VIA | CLEVELAND | OH | 44113 | PUBLIC | SPACES 2019-2020 RESIDENCY & EXHIBITION PROGRAM | $10,000 |
| ST MALACHI CENTER | ||||||
| 2416 SUPERIOR AVE | CLEVELAND | OH | 44113 | PUBLIC | AFTER SCHOOL PROGRAM | $10,000 |
| ST VINCENT CHARITY MEDICAL CENTER | ||||||
| 2351 E 22ND ST | CLEVELAND | OH | 44115 | PUBLIC | OPERATING SUPPORTGENERL SUPPORT | $40,000 |
| ST MARTIN DE PORRES HIGH SCHOOL | ||||||
| 6111 LAUSCHE AVENUE | CLEVELAND | OH | 44103 | PUBLIC | OPERATING SUPPORTGENERAL SUPPORT | $15,000 |
| TALESPINNER CHILDREN'S THEATRE | ||||||
| 5209 DETROIT AVE | CLEVELAND | OH | 44102 | PUBLIC | 2020 EXCEPTIONAL INCLUSION TOUR | $7,500 |
| THE BAIL PROJECT | ||||||
| PO BOX 750 | VENICE | CA | 90294 | PUBLIC | OPERATING SUPPORT FOR CLEVELAND CHAPTER | $5,000 |
| TECH CORPS | ||||||
| 6600 BUSCH BLVD STE 210 | COLUMBUS | OH | 43229 | PUBLIC | TECHIE CAMP | $10,000 |
| THE CENTER FOR COMMUNITY SOLUTIONS | ||||||
| 1501 EUCLID AVE 310 | CLEVELAND | OH | 44115 | PUBLIC | OPERATING SUPPORT OH MATERNAL & INFANT HEALTH POLICY | $20,000 |
| THE CHILDREN'S MUSEUM OF CLEVELAND | ||||||
| 3813 EUCLID AVE | CLEVELAND | OH | 44115 | PUBLIC | MUSEUM FOR ALL | $40,000 |
| THE CITY CLUB | ||||||
| 850 EUCLID AVENUE 2ND FLOOR | CLEVELAND | OH | 44114 | PUBLIC | STUDENT AND EDUCATIONAL PROGRAMMING | $20,000 |
| THE CLEVELAND MUSIC SCHOOL SETTLEMENT | ||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PUBLIC | BRINGING TOGETHER EAST AND WEST SIDES CAMPAIGN | $100,000 |
| THE EDUCATIONAL SERVICE CTR CUYAHOGA CTY | ||||||
| 6393 OAK TREE BLVD | INDEPENDENCE | OH | 44131 | PUBLIC | PRE4CLE | $27,500 |
| THE FIRST TEE OF CLEVELAND | ||||||
| 3841 WASHINGTON PARK BLVD | NEWBURGH HEIGHTS | OH | 44105 | PUBLIC | OPERATING SUPPORT | $5,000 |
| THE HAVEN HOME | ||||||
| 6114 FRANCIS AVE | CLEVELAND | OH | 44127 | PUBLIC | STRATEGIC PLANNING AND OPERATING SUPPORT | $10,000 |
| THE GATHERING PLACE | ||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PUBLIC | OPERATING SUPPORT | $20,000 |
| THE HUMMINGBIRD PROJECT | ||||||
| 8334 MENTOR AVENUE | MENTOR | OH | 44060 | PUBLIC | OPERATING FOR THE CLEVELAND SEED BANK | $15,000 |
| THE LEGAL AID SOCIETY OF CLEVELAND | ||||||
| 1223 W 6TH ST | CLEVELAND | OH | 44113 | PUBLIC | THE CAMPAIGN FOR LEGAL AID | $100,000 |
| THE LITERACY COOPERATIVE | ||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | PUBLIC | OPERATING | $5,000 |
| THE METROHEALTH FOUNDATION INC | ||||||
| 2500 METROHEALTH DR | CLEVELAND | OH | 44109 | PUBLIC | SCHOOL HEALTH & SAFE PROGRAMMATIC SUPPORT | $100,000 |
| THE MUSICAL THEATRE PROJECT | ||||||
| 5755 GRANGER ROAD | INDEPENDENCE | OH | 44131 | PUBLIC | KIDS LOVE MUSICALS! | $5,000 |
| THE REFUGEE RESPONSE | ||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | PUBLIC | YOUTH MENTORING | $15,000 |
| THE ROCK AND ROLL HALL OF FAME AND MUSEUM | ||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | PUBLIC | PRE-K AND K-12 EDUCATIONAL PROGRAMMING | $10,000 |
| THE MUSIC SCHOOL SETTLEMENT | ||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PUBLIC | NEW PHONE SYSTEMS AS PART OF ENSURING SAFE CAMPUSES | $46,520 |
| THE SALVATION ARMY | ||||||
| 2507 E 22 STREET | CLEVELAND | OH | 44115 | PUBLIC | LEARNING ZONE AFTER SCHOOL PROGRAM | $20,000 |
| THE UPSIDE OF DOWNS | ||||||
| 6533-B BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | PUBLIC | EXPANDED EDUCATION PROGRAM PREK-12 | $5,000 |
| THEA BOWMAN CENTER | ||||||
| 11901 OAKFIELD AVENUE | CLEVELAND | OH | 44105 | PUBLIC | YOUTH AFTER SCHOOL OUTREACH PROJECT | $15,000 |
| TOWARDS EMPLOYMENT | ||||||
| 1255 EUCLID AVENUE | CLEVELAND | OH | 44115 | PUBLIC | NETWORKS 4 SUCCESS AND RELATED PROJECTS | $5,000 |
| UNION MILES DEVELOPMENT CORP | ||||||
| 9250 MILES PARK AVENUE | CLEVELAND | OH | 44105 | PUBLIC | COMMUNITY NARRATIVES MURAL | $5,000 |
| UNITARIAN UNIVERSALIST CONGREGATION OF CLEVELAND | ||||||
| 21600 SHAKER BLVD | SHAKER HTS | OH | 44122 | PUBLIC | OPERATING SUPPORT FOR IMPACT AFTER SCHOOL PROGRAM | $5,000 |
| UNIVERSITY HOSPITALS | ||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC | VARIOUS PROGRAMS | $313,750 |
| UNITED BLACK FUND | ||||||
| 1621 EUCLID AVENUE SUITE 1200 | CLEVELAND | OH | 44115 | PUBLIC | VARIOUS PROGRAMS | $51,000 |
| VERB BALLETS | ||||||
| 3445 WARRENSVILLE CENTER RD | SHAKER HTS | OH | 44122 | PUBLIC | OPERATING | $10,000 |
| UNIVERSITY SETTLEMENT | ||||||
| 4800 BROADWAY | CLEVELAND | OH | 44127 | PUBLIC | YOUTH PROGRAMS | $10,000 |
| URBAN COMMUNITY SCHOOL | ||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 44108 | PUBLIC | COMMUNITY TEAM PROJECT | $15,000 |
| WATERLOO ARTS | ||||||
| 15605 WATERLOO ROAD | CLEVELAND | OH | 44110 | PUBLIC | GENERAL SUPPORT | $5,000 |
| WEATHERVANE COMMUNITY PLAYHOUSE | ||||||
| 1301 WEATHERVANE LANE | AKRON | OH | 44313 | PUBLIC | GENERAL SUPPORT | $1,000 |
| WESTCREEK CONSERVANCY | ||||||
| PO BOX 347113 | CLEVELAND | OH | 44134 | PUBLIC | XTINGUISH: ARTS OF THE CROOKED RIVER | $5,000 |
| YOUTH CHALLENGE | ||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44145 | PUBLIC | GENERAL SUPPORTYOUTH EMPOWERMENT/LEADERSHIP PROGRAM | $10,000 |
| ZENWORKS YOGA | ||||||
| 33565 BAINBRIDGE ROAD | SOLON | OH | 44139 | PUBLIC | SCHOOL BASED YOGA & MINDFULLNESS PROGRAM | $7,000 |
| ZYGOTE PRESS INC | ||||||
| 1410 E 30TH STREET | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,474,820 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,169 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $366,874 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,835 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,013,747 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,767,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,767,625 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $41,056 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK OF AMERICA #19189 | BondNm |
| EOY Book Value | $2,451,591 | EOYBookValueAmt |
| EOYFMV | $2,461,526 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BANK OF AMERICA #19189 | StockNm |
| EOY Book Value | $16,631,467 | EOYBookValueAmt |
| EOYFMV | $18,132,921 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,385,071 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,397,228 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEGACY CAPITAL PARTNERS FUND IV | AT COST | $66,009 | $66,009 |
| NANTUCKET INSTITUTIONAL FUND | AT COST | $1,500,000 | $1,500,000 |
| NORTH COAST VENTURE FUND | AT COST | $170,747 | $170,747 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCES | Desc |
| Amt | $31,672 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $92,740 | $92,740 | $0 |
| DUES AND SUBSCRIPTIONS | $10,948 | $0 | $0 |
| OFFICE EXPENSE | $4,000 | $0 | $0 |
| PARKING | $140 | $0 | $0 |
| WORKERS COMPENSATION | $18 | $0 | $0 |
| PAYROLL EXPENSES | $3,650 | $0 | $0 |
| MISCELLANEOUS | $5,533 | $0 | $0 |
| BANK FEES | $105 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $120,835 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120,835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $120,835 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,442 | $3,442 | $0 |
| STATE TAXES | $200 | $0 | $0 |
| PAYROLL TAXES | $6,697 | $0 | $0 |
| FEDERAL TAX | $43,000 | $0 | $0 |