LOUISE H AND DAVID S INGALLS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LOUISE H AND DAVID S INGALLS FOUNDATION INC (EIN 34-6516550)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-26
- IRS object ID
- 201911169349100711
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-26T13:07:29-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340664461 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER SMELTZ SPIETH BELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 E 9TH ST | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346516550 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOUISE H & DAVID S INGALLS FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 2169216000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD SUITE 430 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2169216000 | PhoneNum |
| Signature | 2019-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN M SLIVKA | PreparerPersonNm |
| PTIN | P01279128 | PTIN |
| Phone | 2166964200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.190.214.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-23 | IPDt |
| IP Tm | 11:16:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 011F47CF103DBF2D57F16DB7EBD13E5C2E77FB1A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,576,762 | 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 | $472 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $472 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $870,087 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $870,087 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $278,231 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $622,703 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $278,231 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,148,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,148,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,410 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,853 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,557 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $110,368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,687 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,184 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,174 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,907 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,950,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,950,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,142,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,005,082 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$994,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,104,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $754,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,830 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,118,097 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,112,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,484,961 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,478,581 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,185,042 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,031,970 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$1 | OtherAssetsBOYAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,351,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,357,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,576,762 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $10,707,508 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,707,508 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,643,725 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,649,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,351,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,357,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,351,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,357,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,351,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$994,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $20,357,089 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,357,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200 SH HENRY & JACK ASSOC INC | 2011-09-30 | 2018-12-11 | $26,912 | $5,881 | $21,031 | $21,031 |
| 8,793 SH PROSHARES S&P 500 | 2018-12-11 | $563,600 | $479,483 | $84,117 | $84,117 | |
| 346 SH SPDR S&P | 2007-11-28 | 2018-12-17 | $32,191 | $20,005 | $12,186 | $12,186 |
| CAPITAL GAIN DISTRIBUTIONS FROM MUTUAL FUNDS | $160,897 | $160,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $278,231 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,827,658 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,186,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050507 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,830,484 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,168,844 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053572 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,817,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $34,183,330 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053171 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,814,360 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,791,868 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052149 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,763,162 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,462,278 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054314 | DistributionYr5Rt |
| Total Distribution | 0.263713 | TotalDistributionRt |
| Average Distribution | 0.052743 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,400,501 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,025,358 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,046 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,036,404 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,005,082 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $65,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $65,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $42,907 | OverpaymentAmt |
| Applied To ES Tax | $42,907 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARY LOMBARDO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2169216000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD STE 430 | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA BROWN | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | PRESIDENT & TRUSTEE | 6.00 | $25,000 | $0 | $0 |
| CAREN V STURGES | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | VICE PRESIDENT & TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLARD W BROWN JR | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | RECORDING SECRETARY | 0.00 | $0 | $0 | $0 |
| JOHN T LAWRENCE III | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | TREASURER & TRUSTEE | 0.00 | $0 | $0 | $0 |
| GARY LOMBARDO | ||||||||
| 20600 CHAGRIN BLVD STE 430 | SHAKER HTS | OH | 44122 | ASST. SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| JAMES R BRIGHT | ||||||||
| 1375 EAST 9TH STREET SUITE 900 | CLEVELAND | OH | 44114 | ASST. SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,221,217 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $764,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,985,280 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,985,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,400,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,920,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,920,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,093 | TotalTaxAmt |
| Distributable Before Adj | $1,897,932 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,897,932 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,897,932 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,005,082 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,005,082 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,005,082 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,897,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $177,801 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $105,634 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $139,701 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $166,309 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $83,222 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $672,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,005,082 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,897,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $107,150 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $779,817 | 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 | $177,801 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $602,016 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $105,634 | ExcessFromYear4Amt |
| Excess From Year3 | $139,701 | ExcessFromYear3Amt |
| Excess From Year2 | $166,309 | ExcessFromYear2Amt |
| Excess From Year1 | $83,222 | ExcessFromYear1Amt |
| Excess From Current Year | $107,150 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GARY LOMBARDO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20600 CHAGRIN BLVD STE 430 | AddressLine1Txt |
| City | SHAKER HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2169216000 | RecipientPhoneNum |
| Form And Info And Materials | AS APPROPRIATE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PUBLIC CHARITIES ONLY. TRUSTEES RESPOND TO THOSE THEY WISH TO PURSUE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY IN CAIRO | |||||||
| 420 FIFTH AVE THIRD FLOOR | NEW YORK | NY | 10018 | PC | EDUCATION | $297,000 | |
| BEVERLY ANIMAL SHELTER INC | |||||||
| 50 E RIVER ST | WATERLOO | NY | 13165 | PC | ENVIRONMENTAL | $7,300 | |
| BOYS AND GIRLS CLUBS OF CLEVELAND | |||||||
| 614 BROADWAY AVE | CLEVELAND | OH | 44127 | PC | EDUCATION | $18,000 | |
| CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | EDUCATION | $160,000 | |
| CENTER FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVE | CLEVELAND | OH | 44103 | PC | HEALTH | $25,000 | |
| CHASTAIN HORSE PARK LTD | |||||||
| 4371 POWERS FERRY RD NW | ATLANTA | GA | 30327 | PC | ENVIRONMENTAL | $40,000 | |
| CHILDREN'S HOME OF CINCINNATI OHIO INC | |||||||
| 5050 MADISON RD | CINCINNATI | OH | 45227 | PC | EDUCATION | $135,000 | |
| CINCINNATI MUSEUM ASSOCIATION | |||||||
| 953 EDEN PARK DR | CINCINNATI | OH | 45202 | PC | ARTS & CULTURE | $20,000 | |
| CINCINNATI SYMPHONY ORCHESTRA | |||||||
| 1241 ELM ST | CINCINNATI | OH | 45202 | PC | ARTS & CULTURE | $25,000 | |
| CLEVELAND INSTITUTE OF ART | |||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | PC | ARTS & CULTURE | $25,000 | |
| CLEVELAND INTERNATIONAL FILM FESTIVAL INC | |||||||
| 2510 MARKET AVE | CLEVELAND | OH | 44113 | PC | ARTS & CULTURE | $20,000 | |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | PC | EDUCATION | $147,300 | |
| COLLEGE OF THE ATLANTIC | |||||||
| 105 EDEN ST | BAR HARBOR | ME | 04609 | PC | EDUCATION | $50,000 | |
| COMMUNITY OF HOPE | |||||||
| 26504 LAKE RD | BAY VILLAGE | OH | 44140 | PC | HEALTH | $12,575 | |
| DDC CLINIC FOR SPECIAL NEEDS CHILDREN | |||||||
| 14567 MADISON RD | MIDDLEFIELD | OH | 44062 | PC | HEALTH | $25,000 | |
| DOWNTOWN CLEVELAND ALLIANCE | |||||||
| 1010 EUCLID AVE 3RD FLOOR | CLEVELAND | OH | 44115 | PC | HEALTH | $15,000 | |
| FAMILY CONNECTIONS OF NORTHEAST OHIO | |||||||
| 19824 SUSSEX RD | SHAKER HEIGHTS | OH | 44122 | PC | EDUCATION | $50,000 | |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||
| 16497 SNYDER RD | CHAGRIN FALLS | OH | 44023 | PC | HEALTH | $40,000 | |
| FOCUS NORTH AMERICA FOCUS CLEVELANDST HERMAN'S HOUSE OF HOSPITALITY | |||||||
| C/O FOCUS NORTH AMERICA 600 N BELL | CARNEGIE | PA | 15106 | PC | HEALTH | $5,000 | AVE STE 115 |
| GLOBAL AMBASSADORS LANGUAGE ACADEMY | |||||||
| 13442 LORAIN AVE | CLEVELAND | OH | 44111 | PC | EDUCATION | $40,000 | |
| GORDON SQUARE ARTS DISTRICT LLC | |||||||
| 6516 DETROIT AVE | CLEVELAND | OH | 44102 | PC | ARTS & CULTURE | $15,000 | |
| GROUP PLAN COMMISSION | |||||||
| 50 PUBLIC SQUARE STE 1700 | CLEVELAND | OH | 44113 | PC | ENVIRONMENTAL | $30,000 | |
| HEALTHY NEWSWORKS | |||||||
| PO BOX 431 | DREXEL HILL | PA | 19026 | PC | EDUCATION | $5,000 | |
| KARAMU HOUSE | |||||||
| 2355 E 89TH ST | CLEVELAND | OH | 44106 | PC | EDUCATION | $10,000 | |
| KEEWAYDIN FOUNDATION | |||||||
| 500 RUSTIC LN | SALISBURY | VT | 05769 | PC | EDUCATION | $25,000 | |
| KOINONIA HOMES INC | |||||||
| 6161 OAK TREE BLVD | INDEPENDENCE | OH | 44131 | PC | HEALTH | $5,000 | |
| LAWRENCE SCHOOL | |||||||
| 10036 OLDE EIGHT ROAD | SAGAMORE HILLS | OH | 44067 | PC | EDUCATION | $45,000 | |
| LIFEACT | |||||||
| 210 BELL ST | CHAGRIN FALLS | OH | 44022 | PC | EDUCATION | $5,000 | |
| MANUFACTURING ADVOCACY & GROWTH NETWORK INC | |||||||
| 1786 E 25TH ST | CLEVELAND | OH | 44114 | PC | EDUCATION | $10,000 | |
| METRO CATHOLIC PARISH SCHOOL | |||||||
| 3555 W 54TH ST | CLEVELAND | OH | 44102 | PC | EDUCATION | $5,000 | |
| MONTESSORI DEVELOPMENT PARTNERSHIPS STONEBROOK MONTESSORI | |||||||
| 975 EAST BLVD | CLEVELAND | OH | 44108 | PC | EDUCATION | $20,000 | |
| NAMI GREATER CLEVELAND | |||||||
| 2012 W 25TH STE STE 600 | CLEVELAND | OH | 44113 | PC | HEALTH | $10,000 | |
| NATURAL RESOURCES COUNCIL OF MAINE INC | |||||||
| 3 WADE ST | AUGUSTA | ME | 04330 | PC | ENVIRONMENTAL | $10,000 | |
| NEIGHBORHOOD PROGRESS | |||||||
| 11327 SHAKER BLVD | CLEVELAND | OH | 44104 | PC | ENVIRONMENTAL | $50,000 | |
| NORTHEAST OHIO MEDICAL UNIV FOUNDATION DEPT OF ANATOMY AND NEUROBIOLOGY | |||||||
| 4209 SR 44 PO BOX 95 | ROOTSTOWN | OH | 44272 | PC | EDUCATION | $10,000 | |
| PACIFIC AVIATION MUSEUM PEARL HARBOR | |||||||
| 319 LEXINGTON BLVD | HONOLULU | HI | 96818 | PC | EDUCATION | $10,000 | |
| TRI-STATE WARBIRD MUSEUM | |||||||
| 4021 BORMAN DR | BATAVIA | OH | 45103 | PC | EDUCATION | $30,000 | |
| TRUST FOR PUBLIC LAND CLEVELAND | |||||||
| 1250 OLD RIVER RD STE 202 | CLEVELAND | OH | 44113 | PC | ENVIRONMENTAL | $33,000 | |
| TRUSTEES OF COLUMBIA UNIV IN THE CITY OF NY SCHOOL OF SOCIAL WORK | |||||||
| 1255 AMSTERDAM AVE | NEW YORK | NY | 10027 | PC | EDUCATION | $50,000 | |
| UNIVERSITY HOSPITALS HEALTH SYSTEM INC | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | PC | HEALTH | $30,000 | |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER RD | MORELAND HILLS | OH | 44022 | PC | ENVIRONMENTAL | $85,000 | |
| YALE UNIVERSITY SCHOOL OF FORESTRY AND ENVIRONMENTAL STUDIES | |||||||
| 195 PROSPECT ST | NEW HAVEN | CT | 06511 | PC | EDUCATION | $250,000 | |
| YALE UNIVERSITY SCHOOL OF MEDICINE | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | PC | EDUCATION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,950,175 | 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 | $472 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $870,087 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $278,231 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,148,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,148,790 | 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 | OFFICE FEES | CategoryTxt |
| Amt | $40,800 | Amt |
| Net Investment Income | $10,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,112,216 | EOYBookValueAmt |
| EOYFMV | $24,484,961 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,185,042 | BookValueAmt |
| EOYFMV | $11,031,970 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,410 | LegalFeesAmt |
| Net Investment Income | $1,853 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,557 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| BOY Book Value | -$1 | BOYBookValueAmt |
| EOY Book Value | $1 | EOYBookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER & BANK SERVICE CHARGES | $1,174 | $1,174 | $0 |
| ADMINISTRATIVE FEES | $8,010 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO TAX/REGISTRATION FEE | $200 | $0 | $0 |
| FOREIGN TAXES | $24,687 | $24,687 | $0 |
| FEDERAL TAX AND PENALTY PAID IN 2018 | $85,481 | $0 | $0 |