THE ERIC AND JANE NORD FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ERIC AND JANE NORD FOUNDATION (EIN 34-1465569)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-20
- IRS object ID
- 202502939349100805
- Schema version
- 2024v5.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-20T15:01:48-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320274136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341465569 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ERIC & JANE NORD FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ERIC | BusinessNameControlTxt |
| Phone | 4407743812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA BARBATO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4407743812 | PhoneNum |
| Signature | 2025-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVOLINE CAMPBELL | PreparerPersonNm |
| PTIN | P01784004 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2025-10-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,124,354 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,679,738 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,583,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,583,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $557,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,598,411 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $557,523 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $116,538 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $116,009 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,937,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,256,808 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $188,890 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,890 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $182,384 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $388,974 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $188,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,390,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,390,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,778,974 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $188,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,407,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,841,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,067,918 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,807,350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,671,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,671,146 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $81,180,892 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,362,661 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $66,453,208 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $90,988,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,033,807 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,124,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $90,988,242 | CapitalStockBOYAmt |
| Capital Stock EOY | $77,033,807 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,988,242 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,033,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $90,988,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,033,807 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,988,242 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,841,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $77,146,343 | SubtotalAmt |
| Other Decreases | $112,536 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $77,033,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4050. INDEPENDENCE GLOBAL FUND | 2016-03-30 | 2024-08-07 | $654,162 | $405,000 | $249,162 | $249,162 | |
| 450. INDEPENDENCE GLOBAL FUND | 2016-03-30 | 2024-08-07 | $72,685 | $45,000 | $27,685 | $27,685 | |
| 3.485 LIBERTY SPECIAL STRATEGIES TE FUND LLC | 2013-12-24 | 2024-08-01 | $512 | $349 | $163 | $163 | |
| 5312.644 LIBERTY SPECIAL STRATEGIES TE FUND LLC | 2013-12-24 | 2024-08-07 | $783,425 | $531,264 | $252,161 | $252,161 | |
| 590.294 LIBERTY SPECIAL STRATEGIES TE FUND LLC | 2024-08-07 | $87,047 | $59,029 | $28,018 | $28,018 | ||
| 2.458 LIBERTY SPECIAL STRATEGIES TE FUND LLC | 2013-12-24 | 2024-11-01 | $358 | $246 | $112 | $112 | |
| CAPITAL GAIN DIVIDENDS | $222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $222 | P | |||||
| CAPITAL GAIN DIVIDENDS | $222 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $557,523 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,744 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,744 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $100,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $71,256 | OverpaymentAmt |
| Applied To ES Tax | $71,256 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | ERICJANENORDFND.NET | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CO GLENMEDE TRUST CO NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MS VIRGINIA BARBATO | ||||||
| PO BOX 546 | OBERLIN | OH | 44074 | PRESIDENT&TRUSTEE | 15 | $0 |
| MS EMILY MCCLINTOCK | ||||||
| PO BOX 546 | OBERLIN | OH | 44074 | TREASURER&TRUSTEE | 15 | $0 |
| MR RICHARD NORD | ||||||
| PO BOX 546 | OBERLIN | OH | 44074 | SECRETARY & TRUSTEE | 1 | $0 |
| MS CARLY BERK | ||||||
| PO BOX 546 | OBERLIN | OH | 44074 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENMEDE TRUST CO N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMEN | ServiceTypeTxt |
| Compensation | $188,890 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $81,286,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,454,322 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,740,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,740,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,406,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,334,713 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,616,736 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,616,736 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,744 | TotalTaxAmt |
| Distributable Before Adj | $4,587,992 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,587,992 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,587,992 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,407,700 | 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 | $17,407,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,587,992 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,656,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,656,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,407,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,587,992 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,819,708 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,476,312 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,476,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $9,656,604 | ExcessFromYear1Amt |
| Excess From Current Year | $12,819,708 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Boston Book Festival Inc | ||||||||
| 32R ESSEX ST SUITE 5 | Cambridge | MA | 02139 | NONE | PC | BOSTON BOOK FESTIVAL | $15,000 | |
| Boston Public Library Fund | ||||||||
| 700 BOYLSTON STREET | Boston | MA | 02116 | NONE | PC | AUTHOR EVENTS | $75,000 | |
| Boys & Girls Clubs of Boston | ||||||||
| 200 HIGH STREET 3RD FLOOR | Boston | MA | 02110 | NONE | PC | LIFE AFTER THE CLUB/READY | $100,000 | |
| Cambridge Public Library Foundation Inc | ||||||||
| 449 BROADWAY | Cambridge | MA | 02138 | NONE | PC | CAMBRIDGE PUBLIC LIBRARY | $50,000 | |
| Case Western Reserve University | ||||||||
| 10900 EUCLID AVE | Cleveland | OH | 44106 | NONE | PC | EMERGING SCHOLARS PROGRAM | $1,525,000 | |
| Cleveland Museum of Art | ||||||||
| 11150 EAST BLVD | Cleveland | OH | 44106 | NONE | PC | JANE B. NORD CENTER FOR | $50,000 | |
| Firelands Association for the Visual Art | ||||||||
| 39 SOUTH MAIN STREET 210 | Oberlin | OH | 44074 | NONE | PC | SUPPORT FOR EDUCATION | $35,000 | |
| Freedom Alliance | ||||||||
| 25 W PICCADILLY ST | Winchester | VA | 22601 | NONE | PC | MATCHING GRANT FROM RICHARD | $5,000 | |
| Greater Boston Food Bank | ||||||||
| 70 SOUTH BAY AVENUE | Boston | MA | 02118 | NONE | PC | HUNGER RELIEF IN EASTERN | $25,000 | |
| Legal Aid Society of Cleveland | ||||||||
| 1223 WEST SIXTH STREET | Clevland | OH | 44113 | NONE | PC | IMPROVING ACCESS TO | $85,000 | |
| Lenox Hill Neighborhood House | ||||||||
| 331 EAST 70TH STREET | New York | NY | 10021 | NONE | PC | EARLY CHILDHOOD CENTER, THE | $50,000 | |
| Lorain County Community College | ||||||||
| 1005 NORTH ABBE ROAD SUITE CC220 | Elyria | OH | 44035 | NONE | PC | COLLEGE CENTER FUND | $1,000,000 | Foundation |
| Museum of Fine Arts Boston | ||||||||
| 465 HUNTINGTON AVENUE | Boston | MA | 02115 | NONE | PC | MFA PATHWAYS GRADUATE | $3,000,000 | |
| Musical Arts Association | ||||||||
| SEVERANCE HALL 11001 EUCLID AVENUE | Cleveland | OH | 44106 | NONE | PC | LEADERSHIP AND INTERNSHIP | $2,000,000 | |
| Musical Arts Association | ||||||||
| SEVERANCE HALL 11001 EUCLID AVENUE | Cleveland | OH | 44106 | NONE | PC | MATCHING WITH RICHARD NORD | $2,500 | |
| New York Botanical Garden | ||||||||
| 2900 SOUTHERN BOULEVARD | Bronx | NY | 10458 | NONE | PC | CHILDREN'S EDUCATION | $40,000 | |
| Oberlin College | ||||||||
| 50 WEST LORAIN STREET | Oberlin | OH | 44074 | NONE | PC | MATCHING GRANT FOR EMILY | $10,000 | |
| The New York Public Library | ||||||||
| 270 MADISON AVENUE 12TH FLOOR | New York | NY | 10016 | NONE | PC | YOUTH EDUCATION SERVICES | $50,000 | |
| TreePeople Inc | ||||||||
| 12601 MULHOLLAND DRIVE | Beverly Hills | CA | 90210 | NONE | PC | BUILDING COMMUNITY | $100,000 | |
| Vermilion Community Services | ||||||||
| PO BOX 143 | Vermilion | OH | 44089 | NONE | PC | MATCHING GRANT FOR RICHARD | $1,000 | |
| West End House Boys & Girls Club | ||||||||
| 105 ALLSTON STREET | Allston | MA | 02134 | NONE | PC | LEADERSHIP & CAREER | $100,000 | |
| West End House Boys & Girls Club | ||||||||
| 105 ALLSTON STREET | Allston | MA | 02134 | NONE | PC | MATCHING GRANT FOR CARLOTTE | $10,000 | |
| Happy Trails Farm Animal Sanctuary Inc | ||||||||
| 5623 NEW MILFORD RAOD | Ravenna | OH | 44266 | NONE | PC | MATCHING GRANT WITH RICHARD | $1,500 | |
| Massachusetts Audubon Society Inc | ||||||||
| PO BOX 236 | South Wellfleet | MA | 02663 | NONE | PC | AUDUBON CAPE COD EDUCATION | $50,000 | |
| United Way of Greater Lorrain County | ||||||||
| 642 BROADWAY AVENUE | Lorain | OH | 44052 | NONE | PC | KINDERGARTEN READINESS | $75,000 | |
| WGBH Educational Foundation | ||||||||
| ONE GUEST STREET | Boston | MA | 02135 | NONE | PC | GBH NEWS INTERNSHIP PROGRAM | $75,000 | |
| Pratt Institute | ||||||||
| 200 WILLOUGHBY AVE | Brooklyn | NY | 112053817 | NONE | PC | FAMILY ENDOWED INTERNSHIP | $1,000,000 | |
| The Frick Collection | ||||||||
| 1 E 70TH ST | New York | NY | 100214981 | NONE | PC | MATCHING GIFT WITH VIRGINIA | $5,000 | |
| Cleveland Museum of Natural History | ||||||||
| ONE WADE OVAL UNIVERSITY CIRCLE | Cleveland | OH | 44106 | NONE | PC | THE ERIC & JANE NORD FAMILY | $1,000,000 | |
| Ideastream | ||||||||
| 1375 EUCLID AVENUE | Cleveland | OH | 44115 | NONE | PC | MATCHING GRANT WITH | $5,000 | |
| Case Western Reserve University | ||||||||
| 10900 EUCLID AVE | Cleveland | OH | 44106 | NONE | PC | SCIENCE AND ENGINEERING | $1,600,000 | |
| Cleveland Museum of Art | ||||||||
| 11150 EAST BLVD | Cleveland | OH | 44106 | NONE | PC | FELLOWSHIP AND INTERNSHIP | $250,000 | |
| Cleveland Museum of Art | ||||||||
| 11150 EAST BLVD | Cleveland | OH | 44106 | NONE | PC | CONSERVATION, EDUCATION AND | $3,000,000 | |
| New York Botanical Garden | ||||||||
| 2900 SOUTHERN BOULEVARD | Bronx | NY | 10458 | NONE | PC | ENDOWMENT FOR CHILDREN'S | $1,000,000 | |
| The Frick Collection | ||||||||
| 1 E 70TH ST | New York | NY | 10021 | NONE | PC | LEGACY ENDOWMENT | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,390,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,583,276 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $116,538 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $557,523 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $116,538 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,140,799 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,257,337 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
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 Person | 2016 NORD CHARITABLE LEAD TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O THOMPSON HINE LLP | AddressLine1Txt |
| Address Line2 | 129 PUBLIC SQUARE 3900 | AddressLine2Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,679,738 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $17,500 | Amt |
| Disbursements Charitable Prps | $17,500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJ | $3,966 |
| KEYBANK CHECKING ACCOUNT | $108,570 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $116,538 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $116,009 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $188,890 | Amt |
| Net Investment Income | $188,890 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $82,384 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $100,000 | $0 | $0 |