CORINNE L DODERO CHARITABLE TR FOR THE ARTS AND SCIENCES: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CORINNE L DODERO CHARITABLE TR FOR THE ARTS AND SCIENCES (EIN 65-6239071)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-06-18
- IRS object ID
- 201911699349100421
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-18T16:20:05-05:00 | ReturnTs |
| Tax Period End | 2019-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341599718 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARD PALMER SIBBISON & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 HINCKLEY PARKWAY | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441096009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656239071 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORINNE L DODERO FOUNDATION FOR THE ART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CORI | BusinessNameControlTxt |
| Phone | 4402481400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 241487 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441248487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE DODERO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4402481400 | PhoneNum |
| Signature | 2019-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR P WARD JR CPA MT | PreparerPersonNm |
| PTIN | P00717173 | PTIN |
| Phone | 2166216100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.155.39.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-17 | IPDt |
| IP Tm | 07:22:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | 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 | $10,559,969 | 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 | $1,662 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,662 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,662 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $291,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $291,300 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $291,300 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$63,206 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,656,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67,263 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,263 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $67,263 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $297,019 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $360,225 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $360,225 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $74,864 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,864 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,323 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,098 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $225 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $667 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $667 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,704 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,345 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,060 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $521 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $521 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,065 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,186 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $210,935 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $13,410 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,859 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $371,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $371,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $582,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $13,410 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,413 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$285,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,559 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $346,815 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $491,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $716,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $716,406 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $10,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,628,419 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,623,428 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,763,565 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,363,973 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,817,173 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,836,990 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $272,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $293,997 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $233,008 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,756,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,461,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,559,969 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40,962 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $30,760 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $40,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,760 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $9,715,714 | UnrestrictedBOYAmt |
| Unrestricted EOY | $9,430,244 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,715,714 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,430,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,756,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,461,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,715,714 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$285,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,430,244 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,430,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF SECURITIES - LT | PropertyDesc |
| Gross Sales Price | $4,656,653 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,719,859 | CostOrOtherBasisAmt |
| Gain Or Loss | -$63,206 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$63,206 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$63,206 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $338,302 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,325,530 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.032764 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $387,719 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,722,288 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039879 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $405,303 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,589,993 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042263 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $488,400 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,723,595 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050228 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $770,428 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,987,064 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.077143 | DistributionYr5Rt |
| Total Distribution | 0.242277 | TotalDistributionRt |
| Average Distribution | 0.048455 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,335,915 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $500,827 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,096 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $502,923 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $418,413 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,191 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,809 | OverpaymentAmt |
| Applied To ES Tax | $5,809 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LORRAINE DODERO | IndividualWithBooksNm |
| Phone | 4402481400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 241487 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441248487 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LORRAINE DODERO | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| CORINNE SALVADOR | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| WILLIAM DODERO | ||||||||
| PO BOX 241487 | CLEVELAND | OH | 441248487 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,811,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $681,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,493,315 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,493,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $157,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,335,915 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $516,796 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $516,796 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,191 | TotalTaxAmt |
| Distributable Before Adj | $512,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $512,605 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $512,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,413 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $418,413 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $418,413 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $512,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $137,883 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $137,883 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $418,413 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $418,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $94,192 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $94,192 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,691 | 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 | $43,691 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $43,691 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PC | GENERAL | $5,000 |
| AURORA FIREFIGHTERS ASSOCIATION | |||||||
| 65 WEST PIONEER TRAIL | AURORA | OH | 44202 | N/A | PC | GENERAL | $2,000 |
| BLOSSOM HILL | |||||||
| 28700 CENTER RIDGE RD | WESTLAKE | OH | 44145 | N/A | PC | GENERAL | $1,000 |
| CATHEDRAL LATIN ALUMNI ASSOCIATION | |||||||
| 5247 WILSON MILLS RD | RICHMOND HTS | OH | 44143 | N/A | PC | GENERAL | $5,000 |
| CATHOLIC DIOCESE OF CLEVELAND FOUNDATION | |||||||
| 1404 EAST NINTH STREET | CLEVELAND | OH | 44114 | N/A | PC | GENERAL | $25,000 |
| CHAGRIN VALLEY LITTLE THEATER | |||||||
| 40 RIVER STREET | CHAGRIN FALLS | OH | 44022 | N/A | PC | GENERAL | $1,000 |
| CITY MUSIC CLEVELAND CHAMBER ORCHESTRA | |||||||
| PO BOX 1930 | CLEVELAND | OH | 44106 | N/A | PC | GENERAL | $3,000 |
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | |||||||
| 1729 WILLEY AVENUE | CLEVELAND | OH | 44113 | N/A | PC | GENERAL | $700 |
| CLEVELAND CLINIC CHILDREN'S HOSPITAL | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44113 | N/A | PC | GENERAL | $1,000 |
| CLEVELAND CLINIC TAUSSIG CANCER CENTER | |||||||
| 9500 EUCLID AVE / R 36 | CLEVELAND | OH | 44195 | N/A | PC | GENERAL | $30,000 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL | $10,000 |
| DOGS UNLIMITED RESCUE | |||||||
| 23205 MERCANTILE RD | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL | $5,000 |
| DOMINICS DREAM | |||||||
| PO BOX 94554 | CLEVELAND | OH | 441014554 | N/A | PC | GENERAL | -$3,108 |
| DOMINICAN SISTERS MARY MOTHER OF THE EUCHARIST | |||||||
| 4597 WARREN ROAD | ANN ARBOR | MI | 48205 | N/A | PC | GENERAL | $5,000 |
| FIELDSTONE FAM THERAPEUTIC RIDING CENTER | |||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | N/A | PC | GENERAL | $30,000 |
| FOSTERING INDEPENDENCE | |||||||
| 1678 FOUR SEASONS DR | AKRON | OH | 44333 | N/A | PC | GENERAL | $2,000 |
| GEAUGA HUMANE SOCIETY'S RESCUE VILLAGE | |||||||
| 15463 CHILLICOTHE ROAD | RUSSELL TOWNSHIP | OH | 44072 | N/A | PC | GENERAL | $1,500 |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | N/A | PC | GENERAL | $33,250 |
| GOLDEN RETRIEVERS IN NEED | |||||||
| PO BOX 24365 | CLEVELAND | OH | 44124 | N/A | PC | GENERAL | $1,000 |
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 ERIESIDE AVE | CLEVELAND | OH | 44114 | N/A | PC | GENERAL | $1,500 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | N/A | PC | GENERAL | $12,000 |
| HANDS TOGETHER | |||||||
| PO BOX 80985 | SPRINGFIELD | MA | 01138 | N/A | PC | GENERAL | $6,000 |
| HOLY FAMILY CHURCH & SCHOOL | |||||||
| 3179 KENT RD | STOW | OH | 44224 | N/A | PC | GENERAL | $5,000 |
| HOLY FAMILY HOME | |||||||
| 6707 STATE RD | PARMA | OH | 44134 | N/A | PC | GENERAL | $1,500 |
| HOLY REDEEMER PARISH | |||||||
| 15712 KIPLING AVE | CLEVELAND | OH | 44110 | N/A | PC | GENERAL | $3,000 |
| HOPE MEADOWS FOUNDATION | |||||||
| 6480 ROCKSIDE WOODS S | INDEPENDENCE | OH | 44131 | N/A | PC | GENERAL | $2,500 |
| JACKSON LABORATORY | |||||||
| 10 DISCOVERY DRIVE | FARMINGTON | CT | 06032 | N/A | PC | GENERAL | $5,000 |
| KENSTON HIGH SCHOOL | |||||||
| 9500 BAINBRIDGE RD | CHAGRIN FALLS | OH | 44023 | N/A | PC | GENERAL | $1,000 |
| KENT STATE UNIVERSITY | |||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | N/A | PC | GENERAL | $2,000 |
| LAUREL SCHOOL | |||||||
| ONE LYMAN CIRCLE | SHAKER HTS | OH | 44122 | N/A | PC | GENERAL | $2,000 |
| LITTLE SISTERS OF THE POOR | |||||||
| 4291 RICHMOND RD | WARRENSVILLE HTS | OH | 44122 | N/A | PC | GENERAL | $2,000 |
| MAGGIE'S PLACE | |||||||
| PO BOX 1102 | PHOENIX | AZ | 85001 | N/A | PC | GENERAL | $2,000 |
| MICHIGAN OPERA THEATRE | |||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | N/A | PC | GENERAL | $5,000 |
| MIDDLEFIELD CARE CENTER | |||||||
| PO BOX 1095 | MIDDLEFIELD | OH | 44062 | N/A | PC | GENERAL | $1,000 |
| NOIA FOUNDATION | |||||||
| 2026 MURRAY HILL RD - 104 | CLEVELAND | OH | 44106 | N/A | PC | GENERAL | $8,225 |
| PARMA HOSPITAL HEALTH CARE FOUNDATION | |||||||
| 7007 POWERS BLVD | PARMA | OH | 44129 | N/A | PC | GENERAL | $1,000 |
| PATRONS OF THE ARTS IN THE VATICAN MUSEUM | |||||||
| PO BOX 241487 | CLEVELAND | OH | 44124 | N/A | PC | GENERAL | $43,087 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVE - 200 | CLEVELAND | OH | 441159788 | N/A | PC | GENERAL | $22,000 |
| POOR CLAIRES OF PERPETUAL ADORATION | |||||||
| 4108 EUCLID AVE | CLEVELAND | OH | 44103 | N/A | PC | GENERAL | $3,000 |
| PREVENT BLINDNESS OHIO | |||||||
| 6803 MAYFIELD RD - 111 | CLEVELAND | OH | 44124 | N/A | PC | GENERAL | $20,000 |
| RAINBOW BABIES & CHILDRENS HOSPITAL | |||||||
| 1100 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL | $750 |
| ROCK & ROLL HALL OF FAME | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | N/A | PC | GENERAL | $4,000 |
| SAINT ROCCO CATHOLIC CHURCH | |||||||
| 3205 FULTON RD | CLEVELAND | OH | 44109 | N/A | PC | GENERAL | $1,000 |
| ST ALBERT THE GREAT SCHOOL | |||||||
| 6667 WALLINGS RD | NORTH ROYALTON | OH | 44133 | N/A | PC | GENERAL | $3,000 |
| ST BASIL CATHOLIC CHURCH | |||||||
| 8700 BRECKSVILLE RD | BRECKSVILLE | OH | 44141 | N/A | PC | GENERAL | $2,500 |
| ST FRANCIS OF ASSISI CHURCH | |||||||
| 6850 MAYFIELD RD | GATES MILLS | OH | 44040 | N/A | PC | GENERAL | $2,150 |
| ST HILARY PARISH FOUNDATION | |||||||
| 2750 W MARKET ST | FAIRLAWN | OH | 44333 | N/A | PC | GENERAL | $2,500 |
| ST JOSEPH'S CONVENT | |||||||
| 241 ST GEORGE ST | ST AUGUSTINE | FL | 32084 | N/A | PC | GENERAL | $3,000 |
| ST STANISLAUS CHURCH | |||||||
| 3649 EAST 65TH ST | CLEVELAND | OH | 44105 | N/A | PC | GENERAL | $3,000 |
| STARK COUNTY HUMANE SOCIETY | |||||||
| 5100 PEACH ST NE | LOUISVILLE | OH | 44641 | N/A | PC | GENERAL | $1,000 |
| STEWARTS CARING PLACE | |||||||
| 2955 W MARKET ST - R | AKRON | OH | 44333 | N/A | PC | GENERAL | $2,000 |
| THE CHURCH IN AURORA | |||||||
| 146 SOUTH CHILLICOTHE RD | AURORA | OH | 44202 | N/A | PC | GENERAL | $1,000 |
| THE CLEVELAND POPS ORCHESTRA | |||||||
| 24000 MERCANTILE RD - 8 | CLEVELAND | OH | 44122 | N/A | PC | GENERAL | $6,000 |
| THE GIVING DOLL INC | |||||||
| PO BOX 972 | WADSWORTH | OH | 44282 | N/A | PC | GENERAL | $2,000 |
| THE MONTEFIORE FOUNDATION | |||||||
| ONE DAVID N MEYERS PKWAY | BEACHWOOD | OH | 44122 | N/A | PC | GENERAL | $5,000 |
| THE SHRINE CHURCH OF ST STANISLAUS | |||||||
| 3649 EAST 65TH ST | CLEVELAND | OH | 44105 | N/A | PC | GENERAL | $2,000 |
| THE WEATHERVANE PLAYHOUSE | |||||||
| 1301 WEATHVANE LANE | AKRON | OH | 44313 | N/A | PC | GENERAL | $2,500 |
| TRENTON FIRST UNITED METHODIST CHURCH | |||||||
| 500 SOUTH COLLEGE ST | TRENTON | TN | 38382 | N/A | PC | GENERAL | $3,000 |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | GENERAL | $5,000 |
| WAGS 4 KIDS | |||||||
| 112 E CENTER ST | BEREA | OH | 44017 | N/A | PC | GENERAL | $1,000 |
| WARRENSVILLE HEIGHTS MIDDLE SCHOOL | |||||||
| 4285 WARRENSVILLE CENTER RD | WARRENSVILLE HTS | OH | 44128 | N/A | PC | GENERAL | $2,000 |
| WOMENSAFE | |||||||
| 12041 RAVENNA RD | CHARDON | OH | 44024 | N/A | PC | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $371,554 | 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 | $1,662 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $291,300 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$63,206 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $297,019 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $297,019 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREP FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CETERA INVESTMENTS - 5WP033132 | $10,735 | $9,097 |
| CETERA INVESTMENTS - PNH-002159 | $2,806,438 | $2,827,893 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CETERA INVESTMENTS - PNH-002142 | StockNm |
| EOY Book Value | $5,623,428 | EOYBookValueAmt |
| EOYFMV | $6,763,565 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FSIC II INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $293,997 | BookValueAmt |
| EOYFMV | $233,008 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $186 | $0 | $0 | $186 |
| DUES & SUBSCRIPTIONS | $175 | $0 | $0 | $175 |
| FILING FEES & REGISTRATIONS | $600 | $0 | $0 | $600 |
| PENALTIES | $1,065 | $0 | $1,065 | $0 |
| PRINTING & PUBLICATIONS | $225 | $0 | $0 | $225 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHTS REDEMPTION | Desc |
| Revenue And Expenses Per Books | $67,263 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,263 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENTS MANAGEMENT FEES | $107,098 | $107,098 | $0 | $0 |
| PROFESSIONAL FEES | $225 | $0 | $0 | $225 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $6,037 | $6,037 | $0 | $0 |
| PAYROLL TAXES | $5,727 | $2,667 | $0 | $3,060 |
| EXCISE TAX | $12,345 | $0 | $12,345 | $0 |