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REINBERGER FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
REINBERGER FOUNDATION (EIN 34-6574879)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-07
IRS object ID
201903119349100620
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-07T10:54:49-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341463411PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARNES WENDLING CPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15050 WATERFORD DRIVEAddressLine1Txt
CitySHEFFIELD VILLAGECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346574879EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE REINBERGER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlREINBusinessNameControlTxt
Phone2162922790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130000 CHAGRIN BLVD NO 300AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARA R DYERPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2162922790PhoneNum
Signature2019-10-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT G ZUNICH CPA ABVPreparerPersonNm
PTINP00159260PTIN
Phone4409343850PhoneNum
Preparation2019-10-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.89.36.218IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-29IPDt
IP Tm14:22:30IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id93BC5486F96F7EFA541EB149FC8DC9699AE7F6C2AtSubmissionCreationDeviceId
At Submission Filing Device Id93BC5486F96F7EFA541EB149FC8DC9699AE7F6C2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$67,041,011FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$100,129InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$100,129InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,521,892DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,515,769DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,664,224NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,009,514GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,664,224CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$262,625OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$233,381OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,023,620TotalRevAndExpnssAmt
Total Net Invst Incm$4,046,741TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$295,410CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$32,715CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$262,695CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$14,338PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$2,151PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$12,187PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,796LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$4,796LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,900AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,450AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,450AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$255,518OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$255,518OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$101,748TaxesRevAndExpnssAmt
Taxes Net Invst Incm$28,017TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$8,732TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$25,783OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$25,783OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$15,982TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$15,982TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$26,400OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$26,378OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$756,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$326,851TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$365,003TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,263,066ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,263,066ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,019,941TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$326,851TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,628,069TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,679ExcessRevenueOverExpensesAmt
Net Investment Income$3,719,890NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$780,402SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$770,649SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$770,649SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$10,326,117USGovernmentObligationsBOYAmt
US Government Obligations EOY$8,508,405USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$8,394,728USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$6,315,461CorporateBondsBOYAmt
Corporate Bonds EOY$10,200,618CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,018,382CorporateBondsEOYFMVAmt
Other Investments BOY$45,694,150OtherInvestmentsBOYAmt
Other Investments EOY$43,530,082OtherInvestmentsEOYAmt
Other Investments EOYFMV$47,857,252OtherInvestmentsEOYFMVAmt
Total Assets BOY$63,116,130TotalAssetsBOYAmt
Total Assets EOY$63,009,754TotalAssetsEOYAmt
Total Assets EOYFMV$67,041,011TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$63,116,130UnrestrictedBOYAmt
Unrestricted EOY$63,009,754UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$63,116,130TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$63,009,754TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,116,130TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$63,009,754TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,116,130TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,679ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$63,119,809SubtotalAmt
Other Decreases$110,055OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$63,009,754TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
PUBLICLY TRADED GOLDEN SACH - GOV/CORP 724-4P2018-01-012018-12-14$75$75$75
PUBLICLY TRADED GOLDEN SACH - GOV/CORP 724-4P2018-01-012018-12-31$323,781-$3,990-$3,990$327,771
PUBLICLY TRADED GOLDEN SACH - GOV/CORP 724-4P2018-01-012018-12-31$401,000$807$807$400,193
PUBLICLY TRADED GOLDEN SACH - MAIN 725-1P2018-01-012018-12-31$1,178,104-$48,506-$48,506$1,226,610
PUBLICLY TRADED GOLDEN SACH - MAIN 725-1P2018-01-012018-12-31$1,125,000$107,399$107,399$1,017,601
PUBLICLY TRADED GLENMEDE TRUSTP2018-01-012018-12-31$216,994$390$390$216,604
PUBLICLY TRADED GLENMEDE TRUSTP2018-01-012018-12-31$4,810,060$800,557$800,557$4,009,503
PUBLICLY TRADED GLENMEDE TRUSTP2018-01-012018-12-31$4,125$894$894$3,231
K-1 CA RESOURCES FUND LP SERIES BAIN XP2018-01-012018-12-31$142,656$142,656$142,656
K-1 GLENMEDE PRIVATE INVESTMENTS FUND VIIIP2018-01-012018-12-31-$727-$727$727
K-1 GLENMEDE PRIVATE INVESTMENTS FUND VIIIP2018-01-012018-12-31$35,762$35,762$35,762
K-1 GLENMEDE PRIVATE INVESTMENTS FUND VIIIP2018-01-012018-12-31$655$655$655
K-1 GLENMEDE REAL ESTATE FUND IIP2018-01-012018-12-31$451$451$451
K-1 GLENMEDE REAL ESTATE FUND IIP2018-01-012018-12-31-$16,140-$16,140$16,140
K-1 GLENMEDE REAL ESTATE FUND IIP2018-01-012018-12-31$111$111$111
K-1 GLENMEDE PRIVATE EQUITY FUND IVP2018-01-012018-12-31-$468-$468$468
K-1 GLENMEDE PRIVATE EQUITY FUND IVP2018-01-012018-12-31$59,179$59,179$59,179
K-1 GLENMEDE PRIVATE EQUITY FUND IVP2018-01-012018-12-31-$185-$185$185
K-1 GLENMEDE CLIENT OPPORTUNITIESP2018-01-012018-12-31$4,118$4,118$4,118
K-1 GLENMEDE CLIENT OPPORTUNITIESP2018-01-012018-12-31$143,155$143,155$143,155
K-1 GLENMEDE CLIENT OPPORTUNITIESP2018-01-012018-12-31$2,247$2,247$2,247
K-1 LLR EQUITY PARTNERS IVP2018-01-012018-12-31$112,734$112,734$112,734
K-1 LLR EQUITY PARTNERS IVP2018-01-012018-12-31$358$358$358
K-1 BDCM OPPORTUNITY FUND IVP2018-01-012018-12-31-$13,305-$13,305$13,305
K-1 BDCM OPPORTUNITY FUND IVP2018-01-012018-12-31$20,572$20,572$20,572
K-1 RIVERSIDE CAPITAL APPRECIATION FUNF VIP2018-01-012018-12-31$60,214$60,214$60,214
K-1 RCAF VI AIVP2018-01-012018-12-31$112$112$112
K-1 GLENMEDE PRIVATE INVESTMENT FUND XP2018-01-012018-12-31$915$915$915
K-1 GLENMEDE PRIVATE INVESTMENT FUND XP2018-01-012018-12-31$47,646$47,646$47,646
K-1 GLENMEDED PRIVATE INVESTMENT FUND XP2018-01-012018-12-31$1$1$1
K-1 BIL LTDP2018-01-012018-12-31$1,060$1,060$1,060
PMF TEI FUNDP2018-01-012018-12-31$126,514$13,562$13,562$112,952
CAPITAL GAINS DIVIDENDSP$1,191,915$1,191,915$1,191,915
FieldValueIRS element (for citing)
Capital Gain Net Income$2,664,224CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,456,618AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$70,313,732NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049160DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,328,797AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$67,021,916NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049667DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,548,310AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$68,821,103NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051558DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,461,478AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$70,928,666NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048802DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,174,246AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$67,326,241NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.047147DistributionYr5Rt
Total Distribution0.246334TotalDistributionRt
Average Distribution0.049267AverageDistributionRt
Net Vl Noncharitable Assets$69,628,912NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,430,408AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$37,199NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,467,607AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,628,069QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$37,199InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$37,199SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$37,199TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$133,360EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$133,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$96,161OverpaymentAmt
Applied To ES Tax$96,161AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (1)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.REINBERGERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSARA R DYERIndividualWithBooksNm
Phone2162922790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130000 CHAGRIN BLVD 300AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44124ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KAREN R HOOSER
30000 CHAGRIN BLVD 300CLEVELANDOH44124PRESIDENT40.00$158,400$14,338$0
SARA R DYER
30000 CHAGRIN BLVD 300CLEVELANDOH44124VICE PRESIDENT & TREASURER20.00$59,700$0$0
VICTOR FERGUSON
30000 CHAGRIN BLVD 300CLEVELANDOH44124SECRETARY10.00$25,400$0$0
KATHERINE DYER
30000 CHAGRIN BLVD 300CLEVELANDOH44124TRUSTEE1.00$7,500$0$0
LEE BATES
30000 CHAGRIN BLVD 300CLEVELANDOH44124TRUSTEE1.00$7,500$0$0
MARY HOOSER
30000 CHAGRIN BLVD 300CLEVELANDOH44124TRUSTEE1.00$7,500$0$0
NICK BEDELL
30000 CHAGRIN BLVD 3300CLEVELANDOH44124TRUSTEE1.00$7,500$0$0
RICHARD SECOR
30000 CHAGRIN BLVD 300CLEVELANDOH44124TRUSTEE1.00$7,500$0$0
ROBERT DYER
30000 CHAGRIN BLVD 300CLEVELANDOH44124TRUSTEE1.00$7,500$0$0
MATTHEW T BEDELL
30000 CHAGRIN BLVD 300CLEVELANDOH44124TRUSTEE1.00$7,500$0$0
WILLAIM BATES
30000 CHAGRIN BLVD 300CLEVELANDOH44124TRUSTEE1.00$7,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
GLENMEDE TRUST COMPANY
1650 MARKET STREET SUITE 1200PHILADELPHIAPA19103INVESTMENT$150,227
GOLDMAN SACHS
1375 E 9TH STREETCLEVELANDOH44114INVESTMENT$95,079
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$69,913,725AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$775,526AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$70,689,251TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$70,689,251AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,060,339CashDeemedCharitableAmt
Net Vl Noncharitable Assets$69,628,912NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,481,446MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,481,446MinimumInvestmentReturnAmt
Tax Based On Investment Income$37,199TaxBasedOnInvestmentIncomeAmt
Total Tax$37,199TotalTaxAmt
Distributable Before Adj$3,444,247DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,444,247DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,444,247DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,628,069ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,628,069QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$37,199PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,590,870AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,444,247DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$25,847ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$194,443ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,459ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$130,749ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$368,498TotalExcessDistributionCyovAmt
Qualifying Distributions$3,628,069QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,444,247AppliedToCurrentYearAmt
Remaining Distri From Corpus$183,822RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$552,320TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$552,320ExcessDistriCyovToNextYrAmt
Excess From Year4$25,847ExcessFromYear4Amt
Excess From Year3$194,443ExcessFromYear3Amt
Excess From Year2$17,459ExcessFromYear2Amt
Excess From Year1$130,749ExcessFromYear1Amt
Excess From Current Year$183,822ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient PhoneRecipientPhoneNumRecipient Email AddressRecipientEmailAddressTxtForm And Info And MaterialsFormAndInfoAndMaterialsTxtSubmission DeadlinesSubmissionDeadlinesTxtRestrictions On AwardsRestrictionsOnAwardsTxt
THE REINBERGER FOUNDATION ONLINE AP
30000 CHAGRIN BLVD 300CLEVELANDOH441242162922790REINBERGERFOUNDATION.ORGAPPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE.NOVEMBER 15TH501(C)(3) ORGANIZATIONS ONLY
THE REINBERGER FOUNDATION ONLINE AP
30000 CHAGRIN BLVD 300CLEVELANDOH441242162922790REINBERGERFOUNDATION.ORGAPPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE.MARCH 15TH501(C)(3) ORGANIZATIONS ONLY
THE REINBERGER FOUNDATION ONLINE AP
30000 CHAGRIN BLVD 300CLEVELANDOH441242162922790REINBERGERFOUNDATION.ORGAPPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE.JULY 15TH501(C)(3) ORGANIZATIONS ONLY

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE CLEVELAND MUSEUM OF NATURAL HISTORY
1 WADE OVAL DRIVECLEVELANDOH441061767NCFINAL OF $500K FOR SUPPORT FOR CENTENNIAL CAMPAIGN (5 YRS.)$100,000
NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION
PO BOX 16810COLUMBUSOH43216NC3RD OF $250K FOR A NEW ERA IN BEHAVIORAL HEALTH: THE LAUNCH OF THE SUICIDE PREVENTION CENTER AT NATIONWIDE CHILDREN'S HOSPITAL (5 YRS.)$50,000
BALLETMET
322 MOUNT VERNON AVENUECOLUMBUSOH432152131NC3RD OF $245K FOR DANCE CENTRE STUDIO FLOORS (5 YRS.)$49,000
CAPA
55 E STATE STREETCOLUMBUSOH432154203NC3RD OF $100K FOR CAPA'S RENOVATIONS OF THE OHIO THEATRE (5 YRS.)$20,000
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 W HINES HILL ROADPENINSULAOH442649646NC3RD OF $250K FOR CENTRAL VISITOR CENTER FOR CUYAHOGA VALLEY NATIONAL PARK (5 YRS.)$50,000
CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK
1403 W HINES HILL ROADPENINSULAOH442649646NC4TH OF $250K FOR CENTRAL VISITOR CENTER FOR CUYAHOGA VALLEY NATIONAL PARK (5 YRS.)-2019 PMT$50,000
CUYAHOGA VALLEY SCENIC RAILROAD
PO BOX 158PENINSULAOH442640158NC3RD OF $250K FOR CVSR'S CAPITAL CAMPAIGN (5 YRS.)$50,000
THE CHILDREN'S MUSEUM OF CLEVELAND
3813 EUCLID AVENUECLEVELANDOH44115NC3RD OF $250K FOR A NEW HOME FOR THE CHILDREN'S MUSEUM OF CLEVELAND (5 YRS.)$50,000
WESTERN RESERVE HISTORICAL SOCIETY
10825 EAST BOULEVARDCLEVELANDOH441061703NCFINAL OF $120K FOR CLEVELAND STARTS HERE(3 YRS.)$40,000
DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER
PO BOX 5466CLEVELANDOH44101NCFINAL OF $80K FOR TRAUMA THERAPY PROGRAM AND TRAUMA-FOCUSED THERAPIST TRAINING (2 YRS.)$40,000
LIFEACT
210 BELL STREETCHAGRIN FALLSOH440222946NCFINAL OF $25K FOR SAVING LIVES: UROK SUICIDE PREVENTION PROGRAM FOR NE OHIO YOUTH (2 YRS.)$12,500
SHOES AND CLOTHES FOR KIDS
3500 LORAIN 301CLEVELANDOH441133726NCFINAL OF $20K FOR SC4K SUPER CENTER PILOT PROGRAM (2 YRS.)$10,000
CITY YEAR COLUMBUS
350 E 1ST AVE SUITE 250COLUMBUSOH43201NCFINAL OF $20K FOR WHOLE SCHOOL WHOLE CHILD TUTORING AND MENTORING MODEL (2 YRS.)$10,000
FUND FOR OUR ECONOMIC FUTURE
4415 EUCLID AVENUE SUITE 203CLEVELANDOH44103NC2ND OF $100K FOR ADVANCING GROWTH & OPPORTUNITY TO TRANSFORM THE ECONOMY OF NORTHEAST OHIO (3 YRS.)$33,000
BALDWIN WALLACE UNIVERSITY
275 EASTLAND ROADBEREAOH440172005NCFINAL OF $30K FOR BALDWIN WALLACE SCHOLARS PROGRAM -- SUMMER WORK EXPERIENCE (2 YRS.)$15,000
CITY YEAR CLEVELAND
820 PROSPECT AVENUE E 2ND FLCLEVELANDOH44115NCFINAL OF $60K FOR WHOLE SCHOOL WHOLE CHILD SCHOOL-BASED MODEL (2 YRS.)$30,000
CLEVELAND LEADERSHIP CENTER
1375 EAST NINTH STREET SUITE 1100CLEVELANDOH44114NCFINAL OF $40K FOR DEVELOPING CLEVELAND'S NEXT GENERATION OF LEADERS (2 YRS.)$20,000
COLLEGE NOW GREATER CLEVELAND
1500 WEST 3RD STREET SUITE 125CLEVELANDOH44113NCFINAL OF $40K FOR ADULT PROGRAMS AND SERVICES (2 YRS.)$20,000
LAKE ERIE NATURE AND SCIENCE CENTER
28728 WOLF ROADBAY VILLAGEOH44140NCFINAL OF $30K FOR SCIENCE EDUCATION FOR CHILDREN AND FAMILIES (2 YRS.)$15,000
MAGNET THE MANUFACTURING ADVOCACY AND GROWTH NETWORK
1768 EAST 25TH STCLEVELANDOH44114NCFINAL OF $40K FOR EARLY COLLEGE, EARLY CAREER: CONNECTING CUYAHOGA COUNTY STUDENTS TO REWARDING CAREERS AND COLLEGE (2 YRS.)$20,000
NATIONAL INVENTORS HALL OF FAME
3701 HIGHLAND PARK NWNORTH CANTONOH447204535NCFINAL OF $30K FOR CAMP INVENTION - 2017 & 2018 (2 YRS.)$15,000
COMMUNITY KITCHEN INC
640 SOUTH OHIO AVENUECOLUMBUSOH432052742NCFINAL OF $20K FOR MEAL PROGRAM(2 YRS.)$10,000
BIG BROTHERS BIG SISTERS ASSN OF CENTRAL OHIO INC
1855 EAST DUBLIN-GRANVILLE RDCOLUMBUSOH43229NCCOMMUNITY-BASED MENTORING$20,000
BOYS & GIRLS CLUBS OF COLUMBUS
1108 CITY PARK AVE STE 301COLUMBUSOH43206NCLAUNCH OF BGCC'S SULLIVANT TEEN CENTER$30,000
COURT APPOINTED SPECIAL ADVOCATES OF FRANKLIN COUNTY
373 SOUTH HIGH STREET 15TH FLOORCOLUMBUSOH432154591NCBRIGHTER FUTURES FOR CHILDREN$15,000
LOWER LIGHTS MINISTRIES
1066 BELLOWS AVECOLUMBUSOH432231442NCBRIGHT LIGHTS KIDS (2018-19 SCHOOL YEAR)$5,000
SERVING OUR NEIGHBORS (SON) MINISTRIES INC
2300 LYTHAM ROADUPPER ARLINGTONOH43220NCAN ENTREPRENEURIAL APPROACH TO A FREE SUMMER LUNCH PROGRAM FOR LOW-INCOME CHILDREN.$5,000
CHILDREN'S HUNGER ALLIANCE
1105 SCHROCK ROAD SUITE 505COLUMBUSOH43229NCAFTERSCHOOL MEAL SPONSORSHIP IN CLEVELAND ($20K) AND COLUMBUS ($20K)$40,000
CLINTONVILLE-BEECHWOLD COMMUNITY RESOURCES CENTER
3222 N HIGH STCOLUMBUSOH43202NCSHARING FOOD BUILDS CONNECTION AND INDIVIDUAL SELF-WORTH & SUFFICIENCY$10,000
LIFECARE ALLIANCE
1699 WEST MOUND STREETCOLUMBUSOH432231809NCMEALS-ON-WHEELS UNDER 60$20,000
MID-OHIO FOODBANK
3960 BROOKHAM DRIVEGROVE CITYOH431239741NC1ST OF $60K FOR FRANKLIN COUNTY FRESH FOOD (2 YRS.)$30,000
COMMUNITY SHELTER BOARD
355 EAST CAMPUS VIEW BOULEVARDCOLUMBUSOH432355680NC1ST OF $80K FOR GENERAL OPERATING SUPPORT, VAN BUREN CENTER SHELTERS AND RAPID RE-HOUSING FOR SINGLE ADULTS PROGRAM SUPPORT (2 YRS)$40,000SUITE 250
BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND
4614 PROSPECT AVENUE SUITE 410CLEVELANDOH441034379NCONE-TO-ONE YOUTH MENTORING$20,000
CASA BOARD VOLUNTEER ASSOCIATION INC
650 DAN STREETAKRONOH443103909NCCHILD ADVOCATES PREVENTING HUMAN TRAFFICKING 2018$5,000
CHN HOUSING PARTNERS
2999 PAYNE AVE STE 306CLEVELANDOH441144443NCLEASE PURCHASE PROGRAM: A PATHWAY TO HOME OWNERSHIP$10,000
CLEVELAND STATE UNIVERSITY FOUNDATION
2121 EUCLID AVENUE UN 501CLEVELANDOH44115NCPROVIDING ACCESSIBLE AND ENGAGING EXPERIENCES FOR CHILDREN WITH SENSORY AND MOTOR IMPAIRMENTS IN THE COMMUNITY$10,000
EFFECTIVE LEADERSHIP ACADEMY
4480 RICHMOND ROADWARRENSVILLE HEIGHTSOH441285777NCCHAMBER LEADERSHIP ACADEMY SUPPORT: WORKFORCE, LEADERSHIP, AND SELF-DEVELOPMENT TRAINING IN COOPERATION WITH LOCAL CHAMBERS OF COMMERCE$10,000
FIELDSTONE FARM THERAPEUTIC RIDING CENTER
16497 SNYDER ROADCHAGRIN FALLSOH440234313NC1ST OF $50K FOR SUMMER CAMP AND RIDERSHIP SPONSOR 2018 & 2019 (2 YRS.)$25,000
MILESTONES ORGANIZATION
4853 GALAXY PARKWAY SUITE AWARRENSVILLE HEIGHTSOH441285939NCSTRENGTHENING INDIVIDUAL AND FAMILY OUTCOMES THROUGH RESOURCES AND PERSONALIZED SUPPORT$20,000
PLANNED PARENTHOOD OF GREATER OHIO
25350 ROCKSIDE ROADBEDFORD HEIGHTSOH44146NCRESPONSIBLE SEXUAL EDUCATION (RSE) PROGRAM IN CUYAHOGA COUNTY SCHOOLS$15,000
PROVIDENCE HOUSE INC
2050 WEST 32ND STREETCLEVELANDOH441134018NC1ST OF $80K FOR PROVIDENCE HOUSE PROGRAMS FOR PRESERVING FAMILIES THROUGH CRISIS (2 YRS.)$40,000
THE HIRAM HOUSE
33775 HIRAM TRAILMORELAND HILLSOH440221399NCCAMPERSHIPS FOR OVERNIGHT SUMMER CAMP 2018 AT HIRAM HOUSE$10,000
WOMENSAFE INC
12041 RAVENNA RDCHARDONOH440247008NC1ST OF $30K FOREMERGENCY SHELTER AND RESOURCE CENTER FOR SURVIVORS OF DOMESTIC VIOLENCE SUPPORT (2 YRS.)$15,000
HUNGER NETWORK OF GREATER CLEVELAND
614 W SUPERIOR AVENUE SUITE 744CLEVELANDOH44113NCNEIGHBORHOOD FOOD PANTRY SUSTAINABILITY$25,000
UNIVERSITY SETTLEMENT
4800 BROADWAY AVECLEVELANDOH44127NCHUNGER RELIEF IN BROADWAY-SLAVIC VILLAGE$20,000
WEST SIDE CATHOLIC CENTER
3135 LORAIN AVENUECLEVELANDOH441133407NC1ST OF $10K FOR WSCC RESOURCE CENTER SUPPORT (2 YRS.)$5,000
BOYS AND GIRLS CLUBS OF NORTHEAST OHIO
6114 BROADWAY AVENUECLEVELANDOH441271740NC2018 ACADEMIC SUCCESS PROGRAM$30,000
BOYS HOPE-GIRLS HOPE NORTHEASTERN OHIO
9619 GARFIELD BLVDGARFIELD HEIGHTSOH441251405NCRESIDENTIAL SCHOLARS SUPPORT$20,000
THE CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUECLEVELANDOH44195NC1ST OF $60K CLEVELAND CLINIC'S CENTERING PREGNANCY AND OUTREACH PROGRAM (2 YRS.)$30,000
FRONT STEP HOUSING AND SERVICES
1545 WEST 25TH STREETCLEVELANDOH441133158NCTEACHING LIFE SKILLS TO CHRONICALLY HOMELESS WITH A PERSISTENT MENTAL ILLNESS$10,000
LUTHERAN METROPOLITAN MINISTRY
4515 SUPERIOR AVENUECLEVELANDOH441031215NCSUPPORT FOR EMERGENCY MEN'S SHELTER AT 2100 LAKESIDE AVENUE$20,000
STELLA MARIS INC
1320 WASHINGTON AVENUECLEVELANDOH441132333NCRENTAL ASSISTANCE TO CLIENTS$20,000
THE SALVATION ARMY GREATER CLEVELAND
2507 E 22ND STCLEVELANDOH44115NC1ST OF $300K FOR CAPITAL CAMPAIGN SUPPORT & ONGOING OPERATING SUPPORT (2 YRS.)$150,000
MERRICK HOUSE
1050 STARKWEATHER AVENUECLEVELANDOH441134415NCADULT LEARNING AND WORKFORCE DEVELOPMENT PROGRAM (ALWDP)$25,000
OHIOGUIDESTONE
434 EASTLAND ROADBEREAOH44017NCWAGE PATHWAYS$25,000
FOUNDATION CENTER
1422 EUCLID AVENUE SUITE 1600CLEVELANDOH44115NCHELPING NONPROFITS SOLVE LOCAL PROBLEMS IN A GLOBAL COMMUNITY$7,500
BUSINESS VOLUNTEERS UNLIMITED
1300 EAST NINTH STREET SUITE 1220CLEVELANDOH441141509NC1ST OF $20K FOR CAPACITY BUILDING SERVICES FOR NONPROFITS (2YRS.)$10,000
VICTORY GALLOP INC
PO BOX 551BATHOH44210NCVICTORY GALLOP 2018 OPERATING SUPPORT$15,000
OASIS OUTREACH OPPORTUNITY INC
847 CROUSE STAKRONOH44306NCOASIS HEALING HOUSE$10,000
BOY SCOUTS OF AMERICA SIMON KENTON COUNCIL
807 KINNEAR ROADCOLUMBUSOH43212NCSCOUTING PROGRAM FOR REFUGEE/IMMIGRANT YOUTH IN AN AT-RISK COLUMBUS NEIGHBORHOOD$10,000
PHILANTHROPY OHIO
500 SOUTH FRONT STREET SUITE 900COLUMBUSOH43215NC$7,041- ANNUAL MEMBERSHIP $525, BALANCE AS GRANT$6,516
ACTORS' THEATRE
1000 CITY PARK AVENUECOLUMBUSOH432062515NCGENERAL OPERATING SUPPORT FOR 2018 SEASON$10,000
COLUMBUS CHILDREN'S THEATRE
177 E NAGHTEN STREETCOLUMBUSOH432152613NCTHEATRE PROGRAMS 2018-2019 SEASON$10,000
COLUMBUS MUSEUM OF ART
480 EAST BROAD STREETCOLUMBUSOH43215NCTEEN OPEN STUDIO$15,000
COLUMBUS SYMPHONY ORCHESTRA
55 EAST STATE STREETCOLUMBUSOH432154203NC2018-2019 GENERAL OPERATING SUPPORT$10,000
COSI
333 W BROAD STREETCOLUMBUSOH43215NC2017-2018 OPERATING SUPPORT$10,000
KELTON HOUSE MUSEUM AND GARDEN
586 E TOWN STREETCOLUMBUSOH43215NCEDUCATING THE COMMUNITY THROUGH HISTORICAL PROGRAMS AND TOURS$5,000
THE JEFFERSON CENTER FOR LEARNING AND THE ARTS
65 JEFFERSON AVENUECOLUMBUSOH432153840NCSECOND FLOOR DECK REPLACEMENT AT 37 JEFFERSON AVENUE$20,000
BROADWAY CHRISTIAN CHURCH
5920 ENGEL AVENUECLEVELANDOH44127NC2018 SUMMER READING PROGRAM$3,000
OHIOANA LIBRARY
274 E 1ST AVE STE 300COLUMBUSOH432013692NC2018 OHIOANA BOOK FESTIVAL$18,000
THE OHIO STATE UNIVERSITY FOUNDATION OFFICE OF FOUNDATION RELATIONS
901 WOODY HAYES DRCOLUMBUSOH432104013NC1ST OF $150K FELLOWSHIP PROGRAM IN PUBLIC SERVICE LAW AT OSU MICHAEL E. MORTIZ COLLEGE OF LAW (3 YRS.)$50,000
OTTERBEIN UNIVERSITY
1 SOUTH GROVE STREETWESTERVILLEOH430812006NCHONORING RICHARD DICK OMAN'S LEGACY AT OTTERBEIN UNIVERSITY$35,000
CDF FREEDOM SCHOOLS OF LICKING COUNTY (ROCKIN' COOL FREEDOM SCHOOL)
734 SHERWICK RDNEWARKOH43055NCCDF FREEDOM SCHOOLS OF LICKING COUNTY$15,000
THE PEGGY R MCCONNELL ARTS CENTER OF WORTHINGTON
777 EVENING STREETWORTHINGTONOH43085NCGENERAL OPERATING SUPPORT$5,000
AKRON ZOO
500 EDGEWOOD AVENUEAKRONOH44307NC1ST OF $25K FOR MORE NEWBORN LIONS, TIGERS, RED PANDAS, AND MONKEYS COMING TO NE OHIO (2 YRS.)$12,500
BECK CENTER FOR THE ARTS
17801 DETROIT AVELAKEWOODOH441073413NC2018 SUPPORT$10,000
CENTER FOR ARTS-INSPIRED LEARNING
10917 MAGNOLIA DRIVECLEVELANDOH441061809NCARTWORKS SUPPORT$20,000
CLEVELAND BOTANICAL GARDEN
11030 EAST BOULEVARDCLEVELANDOH441061706NCSPROUTING YOUNG SCIENTISTS (SPYS)$25,000
DANCE CLEVELAND
13110 SHAKER SQUARECLEVELANDOH441202381NCREAD TO LEARN, DANCE TO MOVE$10,000
GREAT LAKES THEATER
1501 EUCLID AVENUE SUITE 300CLEVELANDOH441152108NC1ST OF 2017-18 & 2018-19 GENERAL OPERATING SUPPORT(2 YRS.)$25,000
IDEASTREAM
1375 EUCLID AVENUECLEVELANDOH44115NC1SRT OF $140K FOR NOVA AND SCIENCE FRIDAY PROGRAMMING SUPPORT 2017-2019 (2 YRS.)$70,000
PLAYHOUSE SQUARE FOUNDATION
1501 EUCLID AVENUE SUITE 200CLEVELANDOH441152108NC1ST OF $500K FOR ADVANCING THE LEGACY(5 YRS.)$100,000
THE CLEVELAND ORCHESTRA
11001 EUCLID AVENUECLEVELANDOH441061713NCMUSIC EDUCATION PROGRAMS IN 2017-18, WITH FREE PROGRAMS FOR CMSD STUDENTS.$25,000
THE CLEVELAND PLAY HOUSE
1901 E 13TH STREET SUITE 200CLEVELANDOH441143542NCTHEATRE EDUCATION PROGRAMS IN CLEVELAND PLAY HOUSE'S 2017-2018 SEASON$20,000
UNIVERSITY CIRCLE INCORPORATED
10831 MAGNOLIA DRIVECLEVELANDOH441061887NCEARLY LEARNING INITIATIVE (ELI)$10,000
THE TRUST FOR PUBLIC LAND
1250 OLD RIVER ROAD SUITE 202CLEVELANDOH44113NCTHE TRUST FOR PUBLIC LAND OHIO OPERATING SUPPORT$10,000
COLUMBUS METROPOLITAN LIBRARY FOUNDATION
96 SOUTH GRANT AVENUECOLUMBUSOH43215NCBOARD MEETING DONATION$500
EXPONENT PHILANTHROPY
1720 N ST NWWASHINGTONDC200362907NCGENERAL OPERATING SUPPORT FOR 2018$1,500
ALVIS INC
2100 STELLA COURTCOLUMBUSOH432151011NC1ST OF $60,000 FOR HIRE EDUCATION CERTIFICATIONS (2 YRS.)$30,000
BRIDGEWAY ACADEMY
2500 MEDARY AVENUECOLUMBUSOH43202NCEARLY LEARNING AT BRIDGEWAY ACADEMY$15,000
COLUMBUS LITERACY COUNCIL
92 JEFFERSON AVENUECOLUMBUSOH432153841NC1ST OF $30,000 FO RFAMILIES INVOLVED TOGETHER (FIT) FAMILY LITERACY PROGRAM$15,000
CRISTO REY COLUMBUS HIGH SCHOOL
400 E TOWN STCOLUMBUSOH432154708NCPROFESSIONAL WORK-STUDY PROGRAM$20,000
DOMINICAN LEARNING CENTER
1111 EAST STEWART AVECOLUMBUSOH43206NCEMPOWERING ADULTS THROUGH LITERACY - OFFERING TWO PATHS TO EARN A GED TO BOLSTER EMPLOYABILITY$8,950
I KNOW I CAN
1108 CITY PARK AVENUE SUITE 301COLUMBUSOH432063583NC1ST OF $40,000 FOR SAVE SMART WORKED-BASED ASSET ACCUMULATION/SUMMER MELT AND PERSISTENCE PROGRAM (2 YRS.0$20,000
JUNIOR ACHIEVEMENT OF CENTRAL OHIO INC
68 E 2ND AVENUECOLUMBUSOH43201NC1ST OF $50,000 FOR 201819 AND 2019-20 JA FINANCIAL EDUCATION AND CAREER PREPARATION PROGRAMS (2 YRS.)$25,000
KIPP COLUMBUS
2980 INSPIRE DRIVECOLUMBUSOH43224NCMATH SUPPORT$30,000
LOCAL MATTERS
633 PARSONS AVENUECOLUMBUSOH43206NCSUPPORTING WOMEN IN RECOVERY TO TAKE MORE CONTROL OF THEIR OWN LIVES$10,000
MARBURN ACADEMY INC
9555 JOHNSTOWN ROADNEW ALBANYOH43054NCTUITION ASSISTANCE FOR FAMILIES WITH HIGH NEED$20,000
ST VINCENT FAMILY CENTER
1490 EAST MAIN STREETCOLUMBUSOH43205NCCARRYING OUR COMMUNITY'S CHILDREN TOWARD A HEALTHY FUTURE$20,000
THE CHILDHOOD LEAGUE CENTER
674 CLEVELAND AVENUECOLUMBUSOH43215NC1ST OF $30,000 FOR EARLY INTERVENTION AND TODDLER CLASSROOMS (3 YRS.)$10,000
THE LEGAL AID SOCIETY OF COLUMBUS
1108 CITY PARK AVENUECOLUMBUSOH432063583NCCLEARING THE PATH FOR STUDENTS' SUCCESSFUL EDUCATIONAL AND PROFESSIONAL CAREERS$15,000
THE OHIO FOUNDATION OF INDEPENDENT COLLEGES
250 EAST BROAD STREET SUITE 1700COLUMBUSOH43215NCTHE REINBERGER FOUNDATION NONTRADITIONAL FEMALE STUDENT SCHOLARSHIP PROGRAM$6,600
UNIVERSITY OF TOLEDO FOUNDATION
2801 W BANCROFT ST MS319TOLEDOOH43606NCUT IISC MOBILE CLASSROOM PROJECT$50,000
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH44106NCSTUDENT PROJECT FUND AT SEARS THINK[BOX]$50,000
CLEVELAND INSTITUTE OF ART
11610 EUCLID AVENUECLEVELANDOH44106NCSCHOLARSHIPS FOR STUDENTS WITH FINANCIAL NEEDS$10,000
CLEVELAND SCHOOL OF THE ARTS
PO BOX 18265CLEVELANDOH44118NCARTS-INTEGRATED CURRICULUM$15,000
CUYAHOGA COMMUNITY COLLEGE FOUNDATION
700 CARNEGIE AVENUECLEVELANDOH44102NC1ST OF $150,000 FOR VETERANS EDUCATION ACCESS PROGRAM (3 YRS.)$50,000
CUYAHOGA COUNTY PUBLIC LIBRARY
2111 SNOW ROADPARMAOH441342728NCMAPLE HEIGHTS BRANCH TINKER SPACE AND HOMEWORK CENTER$30,000
EDWINS LEADERSHIP AND RESTAURANT INSTITUTE
13101 SHAKER SQUARECLEVELANDOH44120NCSELF-SUFFICIENCY THROUGH CULINARY CAREERS$20,000
ESPERANZA
3104 W 25TH STREET 4TH FLOORCLEVELANDOH441091689NC1ST OF $30,000 FOR POST-SECONDARY SUPPORT PROGRAM: SUPPORTING HISPANIC STUDENT COLLEGE ENTRY, PERSISTENCE, AND GRADUATION (2 YRS.0$15,000
JUNIOR ACHIEVEMENT OF GREATER CLEVELAND
1422 EUCLID AVENUE STE 952CLEVELANDOH441152001NC1ST OF $30,000 SUPPORT FOR JA PROGRAMS IN CUYAHOGA CO. (2 YRS.)$15,000
LAWRENCE SCHOOL
1551 E WALLINGS ROADBROADVIEW HEIGHTSOH44147NC1ST OF $50,000 TUITION SUPPORT FOR LOWER-INCOME FAMILIES (2018-2019 AND 2019-2020) (2 YRS.0$25,000
MALACHI CENTER
2416 SUPERIOR VIADUCTCLEVELANDOH441132317NC1ST OF $24,000 AFTER SCHOOL PROGRAMMING FOR LOW INCOME CHILDREN ON CLEVELAND'S NEAR WESTSIDE (2 YRS.)$12,000
MONTESSORI DEVELOPMENT PARTNERSHIPS
975 EAST BOULEVARDCLEVELANDOH44108NCNATURE PLAY AT STONEBROOK MONTESSORI$25,000
OPEN DOORS ACADEMY
1427 E 36TH ST STE 4206ACLEVELANDOH44114NCODA PATHWAYS TO INDEPENDENCE PROGRAM$15,000
PRE4CLE
6393 OAK TREE BOULEVARDINDEPENDENCEOH44131NCADVOCACY SUPPORT FOR PRE4CLE: ADVANCING EARLY LEARNING IN CLEVELAND$20,000
SAINT MARTIN DE PORRES HIGH SCHOOL
6202 ST CLAIR AVECLEVELANDOH441031564NC1ST OF $50,000 FOR IMPLEMENTATION OF THE INTERNATIONAL INSTITUTE FOR RESTORATIVE PRACTICES' "SAFER, SANER SCHOOLS" PROGRAM (2 YRS.)$25,000
SCRANTON ROAD MINISTRIES COMMUNITY DEVELOPMENT CORPORATION
3095 SCRANTON ROADCLEVELANDOH44113NCYOUTH JOBS PARTNERSHIP | BEST-PRACTICE AND COLLABORATIVE JOB TRAINING FOR CLEVELAND'S YOUNG ADULTS$22,500
SEEDS OF LITERACY
3104 W 25TH STE 3CLEVELANDOH44109NC1ST OF $80,000 FOR EMPOWERING ADULTS THROUGH EDUCATION (2 YRS.)$40,000
THE LAKELAND FOUNDATION
7700 CLOCKTOWER DRKIRTLANDOH44094NCEMERGENCY FUND FOR STUDENTS IN CRISIS$12,500
URBAN COMMUNITY SCHOOL
4909 LORAIN ROADCLEVELANDOH44102NCSCHOLARSHIP SUPPORT$25,000
YOUTH OPPORTUNITIES UNLIMITED
1361 EUCLID AVENUECLEVELANDOH441151819NCJOBS FOR OHIO'S GRADUATES (JOG)$20,000
THE FIRST TEE CLEVELAND
3841 WASHINGTON PARK BLVDNEWBURGH HEIGHTSOH44105NCEXPANSION OF NATIONAL SCHOOL PROGRAM IN NORTHEAST OHIO$20,000
GIRLS ON THE RUN OF NORTHWEST OHIO
6024 RENAISSANCE PLACE SUITE ETOLEDOOH436234733NCSCHOLARSHIP SUPPORT$15,000
BRIAN MUHA MEMORIAL FOUNDATION
880 S WAYNE AVECOLUMBUSOH43204NCGENERAL OPERATING SUPPORT$10,000
GLORIA DEI LUTHERAN CHURCH
2113 RAVENNA STHUDSONOH44236NCCAPITAL CAMPAIGN MATCH$25,000
SEE KIDS DREAM
16 ORCHARD LANECOLUMBUSOH43214NCGIVE YOUTH THE CHANCE TO SEE THEIR POTENTIAL AND THE TOOLS TO BUILD SOLUTIONS$15,000
AMERICAN RED CROSS OF CENTRAL OHIO
995 E BROAD STCOLUMBUSOH43205NCREPLACE "BOB" THE BOILER$30,000
OHIO AFFILIATE OF PREVENT BLINDNESS
1500 W THIRD AVE STE 200COLUMBUSOH43212NCEYEWATCH PROGRAM SERVING CENTRAL OHIO$15,000
COLUMBUS SPEECH AND HEARING CENTER
510 E NORTH BROADWAY STCOLUMBUSOH432144114NCSPEECH LANGUAGE THERAPY SERVICES GROUP THERAPY$15,000
THE HOMELESS FAMILIES FOUNDATION
33 N GRUBB STCOLUMBUSOH43215NCOVERCOMING POVERTY WITH EDUCATION$10,000
FOOD RESCUE US
27 ANN STREET GROUND FLOORNORWALKCT068542201NCFOOD RESCUE US - COLUMBUS$10,000
A KID AGAIN INC
9347 RAVENNA ROAD SUITE DTWINSBURGOH44087NCPROGRAM SUPPORT$10,000
EDEN INC
7812 MADISON AVECLEVELANDOH441024056NCFURNISHING HOPE FOR A BRIGHTER FUTURE BY WELCOMING FAMILIES HOME$30,000
HATTIE LARLHAM FOUNDATION
9772 DIAGONAL RDMANTUAOH44255NCEXPANDING EMPLOYMENT OPTIONS FOR SPECIAL NEEDS YOUTH IN TRANSITION$15,000
HELP FOUNDATION INC
26900 EUCLID AVEEUCLIDOH441323404NCVOCATIONAL TRAINING FOR ADULTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES$25,000
PASSAGES INC
3631 PERKINS AVE SUITE 4HECLEVELANDOH44114NCFAMILY RESILIENCY PROGRAMMING$15,000
HOSPICE OF THE WESTERN RESERVE
17876 ST CLAIR AVECLEVELANDOH441102602NC1ST OF $50K FOR TAKING GOOD CARE OF HOSPICE PATIENTS, FAMILIES AND THE DAVID SIMPSON HOSPICE HOUSE (2 YRS.)$25,000
YOUTH CHALLENGE
800 SHARON DRIVEWESTLAKEOH441451521NCCHILD SPONSORSHIP PROGRAM$15,000
YWCA OF GREATER CLEVELAND
4019 PROSPECT AVECLEVELANDOH441034317NC1ST OF $100K FOR NORMA HERR WOMEN'S CENTER: PATHS TO FROM HOMELESSNESS TO SELF-SUFFICIENCY FOR WOMEN (2 YRS.)$70,000
OHIO CHAPTER AMERICAN ACADEMY OF PEDIATRICS
94-A NORTHWOODS BLVDCOLUMBUSOH43235NCOHIO AAP PARTNERSHIP FOR SAFETY OF CHILDREN AROUND FIREARMS: STORE IT SAFE ADOLESCENT SUICIDE PREVENTION PROGRAM$10,000
WOMANKIND INC
5350 TRANSPORTATION BLVD 18GARFIELD HTSOH441255327NCOPERATING SUPPORT$15,000
PHILANTHROPY OHIO
500 SOUTH FRONT STREET SUITE 900COLUMBUSOH432157628NC2018 GENERAL OPERATING SUPPORT$7,500
FIRST TEE OF AKRON INC
2000 SOUTH HAWKINS AVENUEAKRONOH443142530NCEQUIPMENT NEEDS 2018-2019$14,000
CANINE COMPANIONS FOR INDEPENDENCE
4989 STATE ROUTE 37 EASTDELAWAREOH43015NCASSISTANCE DOGS FOR OHIOANS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,263,066TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$100,129ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,521,892ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,664,224ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
PARTNERSHIP LOSS14-$233,381
PARTNERSHIP UBTI LOSS900099-$29,244

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$29,244UnrelatedBusinessTaxblIncmAmt
Exclusion$4,052,864ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,023,620TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$16,900Amt
Net Investment Income$8,450NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,450DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GLENMEDE #4036-01-4/5$4,453,532$4,477,960
GOLDMAN SACHS - 724-4$2,116,936$2,127,453
GOLDMAN SACHS - 725-1$3,630,150$3,412,969

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$8,508,405USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$8,394,728USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH - 02300AT COST$547,578$604,738
GLENMEDE #4036-01-4/5AT COST$26,833,167$31,994,717
GOLDMAN SACHS - 725-1AT COST$16,149,337$15,257,797

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$4,796LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,796DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX DIFFERENCE IN INVESTMENT INCOME$5,195
BOOK/TAX DIFFERENCE IN PARTNERSHIP INCOME$104,860

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$2,025$0$2,025
MISCELLANEOUS$167$0$145
LIABILITY INSURANCE$6,553$0$6,553
DUES AND FEES$925$0$925
SOFTWARE$16,730$0$16,730

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP LOSS-$233,381-$233,381-$233,381
PARTNERSHIP UBTI LOSS-$29,244-$29,244

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUST MANAGEMENT FEES$240,560$240,560$0
INVESTMENT CONSULTING$14,958$14,958$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$65,000$0$0
PAYROLL TAXES$10,272$1,541$8,732
FOREIGN TAX PAID$26,476$26,476$0