REINBERGER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- REINBERGER FOUNDATION (EIN 34-6574879)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349100015
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:30:43-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341463411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES WENDLING CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 WATERFORD DRIVE | AddressLine1Txt |
| City | SHEFFIELD VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346574879 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REINBERGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIN | BusinessNameControlTxt |
| Phone | 2162922790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30000 CHAGRIN BLVD 300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BATES | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2162922790 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT G ZUNICH CPA ABV | PreparerPersonNm |
| PTIN | P00159260 | PTIN |
| Phone | 4409343850 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $82,918,561 | 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 | $426,215 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $426,215 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,512,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,512,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,963,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,752,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,963,458 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,313 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$50,270 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,929,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,851,576 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $361,765 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $86,405 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $275,360 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,887 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $777 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,110 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $281,187 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $258,567 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $22,620 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35,902 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $12,067 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,507 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,507 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,571 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,571 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,543 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,112 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $866,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $400,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $382,047 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,524,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,524,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,391,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $400,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,906,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,538,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,451,225 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,294,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,412,757 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,412,431 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,762,758 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,899,086 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,331,608 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $12,754,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,538,317 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,986,620 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $30,947,764 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,948,423 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,187,902 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $59,759,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,798,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $82,918,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $59,759,570 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $60,798,583 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,759,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $60,798,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,759,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,798,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,759,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,538,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $68,080 | OtherIncreasesAmt |
| Subtotal | $61,365,798 | SubtotalAmt |
| Other Decreases | $567,215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $60,798,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GLENMEDE | P | 2024-01-01 | 2024-12-31 | $3,902,571 | $3,783,589 | $118,982 | $118,982 |
| GLENMEDE | P | 2024-01-01 | 2024-12-31 | $12,659,840 | $10,804,846 | $1,854,994 | $1,854,994 |
| GOLDMAN SACHS - 724 | P | 2024-01-01 | 2024-12-31 | $673,506 | $688,691 | -$15,185 | -$15,185 |
| GOLDMAN SACHS - 724 | P | 2024-01-01 | 2024-12-31 | $68,502 | $68,302 | $200 | $200 |
| GOLDMAN SACHS - 724 | P | 2024-01-01 | 2024-12-31 | $395,196 | $385,136 | $10,060 | $10,060 |
| GOLDMAN SACHS - 724 | P | 2024-01-01 | 2024-12-31 | $55 | $55 | $55 | |
| GOLDMAN SACHS - 725 | P | 2024-01-01 | 2024-12-31 | $1,265,928 | $923,061 | $342,867 | $342,867 |
| GOLDMAN SACHS - 725 | P | 2024-01-01 | 2024-12-31 | $1,040,872 | $941,065 | $99,807 | $99,807 |
| P | $0 | $0 | |||||
| PMF TEI FUND | P | 2024-01-01 | 2024-12-31 | $104,188 | $138,391 | -$34,203 | -$34,203 |
| CA RESOURCES FUND, L.P. - SERIES BAIN X | P | 2024-01-01 | 2024-12-31 | $1,499 | $1,499 | $1,499 | |
| GLENMEDE PRIVATE INVESTMENT FUND VIII, LLC | P | 2024-01-01 | 2024-12-31 | $3,222 | $3,222 | $3,222 | |
| THE GLENMEDE PRIVATE EQUITY FUND IV, LLC | P | 2024-01-01 | 2024-12-31 | $22,273 | $22,273 | $22,273 | |
| GLENMEDE CLIENT OPPORTUNITIES, LLC | P | 2024-01-01 | 2024-12-31 | $20,530 | -$20,530 | -$20,530 | |
| LLR EQUITY PARTNERS IV, L.P. | P | 2024-01-01 | 2024-12-31 | $129,349 | $129,349 | $129,349 | |
| BDCM OPPORTUNITY FUND IV, L.P. | P | 2024-01-01 | 2024-12-31 | $544 | -$544 | -$544 | |
| RIVERSIDE CAPITAL APPRECIATION FUND VI, LP | P | 2024-01-01 | 2024-12-31 | $7,038 | -$7,038 | -$7,038 | |
| GLENMEDE PRIVATE INVESTMENT FUND X, LLC | P | 2024-01-01 | 2024-12-31 | $242,969 | $242,969 | $242,969 | |
| RIVERSIDE CAPITAL APPRECIATION FUND V1I-A, LP | P | 2024-01-01 | 2024-12-31 | $65,488 | $65,488 | $65,488 | |
| AISLING CAPITAL V LP | P | 2024-01-01 | 2024-12-31 | $27,712 | -$27,712 | -$27,712 | |
| GLENMEDE PRIVATE INVESTMENT FUND XII-B, LLC | P | 2024-01-01 | 2024-12-31 | $728 | $728 | $728 | |
| CAPITAL GAINS DIVIDENDS | P | $1,176,177 | $1,176,177 | $1,176,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,963,458 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $75,772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $75,772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $75,772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $107,374 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $453 | EsPenaltyAmt |
| Overpayment | $31,149 | OverpaymentAmt |
| Applied To ES Tax | $31,149 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | WWW.REINBERGERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM BATES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2162922790 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30000 CHAGRIN BLVD 300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| KAREN R HOOSER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | PRESIDENT | 40.00 | $206,005 | $0 | $0 |
| SARA R DYER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | VICE PRESIDENT | 1.00 | $9,000 | $0 | $0 |
| VICTOR FERGUSON | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | SECRETARY | 10.00 | $31,620 | $0 | $0 |
| KATHERINE DYER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $9,000 | $0 | $0 |
| LEE BATES | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $9,000 | $0 | $0 |
| MARY HOOSER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $9,000 | $0 | $0 |
| NICK BEDELL | ||||||||
| 30000 CHAGRIN BLVD 3300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $9,000 | $0 | $0 |
| RICHARD SECOR | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $9,000 | $0 | $0 |
| ROBERT DYER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $9,000 | $0 | $0 |
| MATTHEW BEDELL | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TRUSTEE | 1.00 | $9,000 | $0 | $0 |
| WILLIAM BATES | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | TREASURER | 20.00 | $47,100 | $0 | $0 |
| DAVE HOOSER | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | CHAIR OF INVESTMENT COMMITTEE | 10.00 | $27,660 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLENMEDE TRUST COMPANY | |||||
| 1650 MARKET STREET SUITE 1200 | PHILADELPHIA | PA | 19103 | INVESTMENT | $165,713 |
| GOLDMAN SACHS | |||||
| 1375 E 9TH STREET | CLEVELAND | OH | 44114 | INVESTMENT | $95,852 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $78,185,427 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,974,952 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $82,160,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $82,160,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,232,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $80,927,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,046,399 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,046,399 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $75,772 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $16,082 | IncomeTaxAmt |
| Total Tax | $91,854 | TotalTaxAmt |
| Distributable Before Adj | $3,954,545 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,954,545 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,954,545 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,906,956 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,906,956 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,954,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,768 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,906,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,768 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,887,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $67,357 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Recipient Email AddressRecipientEmailAddressTxt | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|---|
| THE REINBERGER FOUNDATION ONLINE AP | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | 2162922790 | REINBERGERFOUNDATION.ORG | APPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE. | NOVEMBER 15TH | 501(C)(3) ORGANIZATIONS ONLY |
| THE REINBERGER FOUNDATION ONLINE AP | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | 2162922790 | REINBERGERFOUNDATION.ORG | APPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE. | MARCH 15TH | 501(C)(3) ORGANIZATIONS ONLY |
| THE REINBERGER FOUNDATION ONLINE AP | ||||||||
| 30000 CHAGRIN BLVD 300 | CLEVELAND | OH | 44124 | 2162922790 | REINBERGERFOUNDATION.ORG | APPLICATION SHOULD BE MADE THROUGH REINBERGERFOUNDATION.ORG WEBSITE. | JULY 15TH | 501(C)(3) ORGANIZATIONS ONLY |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (140 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTORS THEATRE | |||||||
| 1000 CITY PARK AVE | COLUMBUS | OH | 43206 | NC | GRANT 24-26 GENERAL SUPPORT | $10,000 | |
| ADVOCATES FOR VICTIMS AND JUSTICE INC | |||||||
| 700 ADAMS STREET SUITE 250 | TOLEDO | OH | 43604 | NC | GRANT 24-07 LUCAS COUNTY DOMESTICE VIOLENCE VICTIMS | $22,000 | |
| ALVIS INC | |||||||
| 2100 STELLA COURT | COLUMBUS | OH | 43215 | NC | GRANT 24-103 WORKFORCE DEVELOPMENT FOR RESTORED CITIZENS | $25,000 | |
| ALZHEIMER'S AND DEMENTIA CARE SERVICES (ALSO KNOWN AS MEMORYLANE CARE SERVI | |||||||
| 2500 NREYNOLDS ROAD | TOLEDO | OH | 43615 | NC | GRANT RS24-19 ADULT DAY SERVICE GENERAL SUPPORT | $10,000 | |
| AMERICA SCORES CLEVELAND | |||||||
| 3631 PERKINS AVENUE | CLEVELAND | OH | 44114 | NC | GRANT 24-40 DEEPENING THE IMPACT OF AMERICA SCORES CLEVELAND LITERACY AND FITNESS YOUTH DEVELOPMENT PROGRAMMING | $20,000 | |
| AMERICAN RED CROSS OF NORTHEAST OHIO | |||||||
| 995 E BROAD STREET | COLUMBUS | OH | 43205 | NC | GRANT 24- 88 HELPING VULNERABLE NE OHIO FAMILIES RECOVER FROM HOME FIRES | $15,000 | |
| ARGONAUT | |||||||
| 2332 PROSPECT AVENUE | CLEVELAND | OH | 44115 | NC | GRANT 24-41 AEROSPACE AND MARITIME EDUCATION AND CAREER PATHWAYS FOR HIGH SCHOOL STUDENTS | $12,500 | |
| ARTS IMPACT | |||||||
| 3311 PERKINS AVE SUITE 300 | CLEVELAND | OH | 44114 | NC | GRANT 24-42 GENERAL SUPPORT | $20,000 | |
| BALLETMET | |||||||
| 322 MOUNT VERNON AVENUE | COLUMBUS | OH | 432152131 | NC | GRANT 23-25 GENERAL SUPPORT | $25,000 | |
| BIG BROTHERS BIG SISTERS ASSN OF CENTRAL OHIO INC | |||||||
| 1855 EAST DUBLIN-GRANVILLE RD | COLUMBUS | OH | 43229 | NC | GRANT 24-76 COMMUNITY BASED MENTORING IN FRANKLIN COUNTY | $20,000 | |
| BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND | |||||||
| 14837 DETROIT AVENUE 292 | LAKEWOOD | OH | 44107 | NC | GRANT 24-43 ONE-TO-ONE MENTORING | $20,000 | |
| BOYS & GIRLS CLUBS OF COLUMBUS INC | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NC | GRANT 23-70 ACADEMIC SUCCESS SUPPORT | $30,000 | |
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | |||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NC | GRANT 24-44 OUT OF SCHOOL TIME PROGRAMMING | $30,000 | |
| BOYS HOPE-GIRLS HOPE NORTHEASTERN OHIO | |||||||
| 9619 GARFIELD BLVD | GARFIELD HTS | OH | 44125 | NC | GRANT 23-48 THE ACADEMY PROGRAM: PREPARING UNDER-SERVED STUDENTS FOR POST-SECONDARY AND CAREER SUCCESS | $20,000 | |
| BRIDGEWAY ACADEMY | |||||||
| 2500 MEDARY AVENUE | COLUMBUS | OH | 43202 | NC | GRANT 24-77 BRIDGE TO ADULTHOOD PROGRAM SUPPORT | $25,000 | |
| BROADWAY CHRISTIAN CHURCH | |||||||
| 5920 ENGEL AVENUE | CLEVELAND | OH | 44127 | NC | GRANT 24-38 SUMMER READING PROGRAM | $3,000 | |
| BUILDING HOPE IN THE CITY | |||||||
| PO BOX 93568 | CLEVELAND | OH | 441015568 | NC | GRANT 24-45 THE HOPE CENTER FOR REFUGEES AND IMMIGRANTS: EMPOWERING NEWCOMERS THROUGH EDUCATION | $27,500 | |
| BUSINESS VOLUNTEERS UNLIMITED | |||||||
| 1300 EAST NINTH STREET SUITE 1220 | CLEVELAND | OH | 441141509 | NC | GRANT 24-18 CAPACITY BUILDING FOR NONPROFIT | $20,000 | |
| CANDID | |||||||
| 1422 EUCLID AVE SUITE 1600 | CLEVELAND | OH | 44115 | NC | GRANT 24-72 GENERAL OPERATING | $8,000 | |
| CAPA COLUMBUS ASSOCIATION OF PERFOMING ARTS | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | NC | GRANT 24-24 A NEW COMMUNITY ARTS VENUE FOR COLUMBUS | $20,000 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NC | GRANT 24-46 PROVOST SCHOLARS PROGRAM | $25,000 | |
| CDF FREEDOM SCHOOLS OF LICKING COUNTY (ROCKIN' COOL FREEDOM SCHOOL) | |||||||
| 12 NEAL AVENUE | NEWARK | OH | 43055 | NC | GRANT WB24-74 GOS | $15,000 | |
| CENTER FOR ARTS-INSPIRED LEARNING | |||||||
| 10917 MAGNOLIA DR | CLEVELAND | OH | 44106 | NC | GRANT 24-33 GENERAL SUPPORT | $25,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES INC | |||||||
| 1500 HAMILTON AVE | CLEVELAND | OH | 44114 | NC | GRANT 24-47 COMPREHENSIVE JUSTICE-INVOLVED REENTRY EMPLOYMENT SERVICES FOR GREATER CLEVELAND | $20,000 | |
| CENTRAL COMMUNITY HOUSE | |||||||
| 1150 E MAIN ST | COLUMBUS | OH | 43205 | NC | GRANT 24-78 YOUTH ARE CENTRAL PROGRAMMING | $15,000 | |
| CENTRAL OHIO YOUTH FOR CHRIST | |||||||
| 5000 ARLINGTON CENTRE BLVD | COLUMBUS | OH | 43220 | NC | GRANT 24-79 AUTOMOTIVE PROGRAM AT THE EQUIP SKILLS CENTER | $24,597 | |
| CHAIR-ITY INC | |||||||
| 1340 E38TH STREET | CLEVELAND | OH | 44114 | NC | GRANT 24-89 CUYAHOGA COUNTY HOUSE TO HOME | $10,000 | |
| CHILDREN'S HUNGER ALLIANCE | |||||||
| 1105 SCHROCK ROAD | COLUMBUS | OH | 43229 | NC | GRANT 24-06 YEAR-ROUND FOOD ACCESS FOR CHILDREN | $51,000 | |
| CHN HOUSING PARTNERS | |||||||
| 2999 PAYNE AVE | CLEVELAND | OH | 44114 | NC | GRANT 24-08 STRATEGIC INITIATIVES | $17,000 | |
| CHOICES | |||||||
| 500 W WILSON BRIDGE RD STE 245 | WORTHINGTON | OH | 430852238 | NC | GRANT 23-14 GENERAL SUPPORT | $20,000 | |
| CITY YEAR CLEVELAND | |||||||
| 3615 SUPERIOR AVE | CLEVELAND | OH | 44114 | NC | GRANT 23-52 WHOLE SCHOOL WHOLE CHILD | $30,000 | |
| CITY YEAR COLUMBUS | |||||||
| 350 E 1ST AVE 250 | COLUMBUS | OH | 43201 | NC | GRANT 23-72 WHOLE SCHOOL WHOLE CHILD | $20,000 | |
| CLEVELAND FURNITURE BANK | |||||||
| 6282 PEARL ROAD | PARMA HEIGHTS | OH | 44130 | NC | GRANT 24-90 GENERAL OPERATING | $15,000 | |
| CLEVELAND LEADERSHIP CENTER | |||||||
| 1240 HURON RD E STE 450 | CLEVELAND | OH | 44115 | NC | GRANT 24-48 DEVELOPING CLEVELAND'S FUTURE LEADERS | $20,000 | |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 1228 EUCLID AVE | CLEVELAND | OH | 44115 | NC | GRANT 23-02 CHILDREN AND FAMILY VIOLENCE PREVENTION AND INTERVENTION SERVICES | $40,000 | |
| CLEVELAND SCHOOL OF THE ARTS | |||||||
| PO BOX 18265 | CLEVELAND | OH | 441180265 | NC | GRANT 24-49 THE CSA PROCESS: A COMMUNITY OF ARTS & ACADEMICS | $15,000 | |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| 1500 WEST 3RD STREET SUITE 125 | CLEVELAND | OH | 44113 | NC | GRANT 23-55 ADULT PROGRAMS AND SERVICES: EDUCATION TO CAREER PATHWAY ADVISING | $25,000 | |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| 401 W DUKE OF GLOUCESTER ST | WILLIAMSBURG | VA | 23185 | NC | GRANT SD-100 GENERAL OPERATING | $10,000 | |
| COLUMBUS CHILDREN'S THEATRE | |||||||
| 177 E NAGHTEN STREET | COLUMBUS | OH | 432152613 | NC | GRANT 23-27 ENGAGING YOUNG MINDS IN 250 OHIO SCHOOLS | $12,500 | |
| COLUMBUS LITERACY COUNCIL | |||||||
| 5825 CHARITY DRIVE | COLUMBUS | OH | 43055 | NC | GRANT 24-80 MARVEL*US (SUMMER CAMP/AFTER SCHOOL) | $25,000 | |
| COLUMBUS SPEECH AND HEARING CENTER | |||||||
| 510 E NORTH BROADWAY | COLUMBUS | OH | 43214 | NC | GRANT 23-73 EARLY IDENTIFICATION AND INTERVENTION PROGRAM | $15,000 | |
| COLUMBUS SYMPHONY ORCHESTRA | |||||||
| 55 E STATE ST | COLUMBUS | OH | 43215 | NC | GRANT 24-25 GENERAL OPERATING | $20,000 | |
| COLUMBUS ZOOLOGICAL PARK ASSOCIATION | |||||||
| 4850 W POWELL ROAD | POWELL | OH | 43065 | NC | GRANT 24-23 NORTH AMERICA TREK | $34,000 | |
| COMMUNITY SHELTER BOARD | |||||||
| 355 EAST CAMPUS VIEW BOULEVARD | COLUMBUS | OH | 43235 | NC | GRANT 24-01 SYSTEMS APPROACH TO HELP PEOPLE FACING HOMELESSNESS IN COLUMBUS, OH, REGAIN HOUSING STABILITY | $38,250 | |
| CRISTO REY COLUMBUS HIGH SCHOOL | |||||||
| 400 E TOWN ST | COLUMBUS | OH | 43215 | NC | GRANT 24-81 GENERAL OPERATING SUPPORT | $20,000 | |
| CUYAHOGA COUNTY PUBLIC LIBRARY | |||||||
| 25501 SHAKER BLVD | BEACHWOOD | OH | 44122 | NC | GRANT 24-50 STUDENT SUCCESS PROGRAM | $40,000 | |
| CUYAHOGA LAND BANK CHARITIES | |||||||
| 812 HURON RD E | CLEVELAND | OH | 44115 | NC | GRANT 24-91 SPECFIAL PROJECTS NONPROFIT COLLABORATION | $20,000 | |
| CUYAHOGA VALLEY SCENIC RAILROAD | |||||||
| 1664 MAIN STREET | PENINSULA | OH | 44264 | NC | GRANT 24-31 LEADING THE WAY LOCOMOTIVE FLEET CAMPAIGN | $50,000 | |
| DIGITALC | |||||||
| 6815 EUCLID AVENUE | CLEVELAND | OH | 44103 | NC | GRANT 24-51 DIGITAL SKILLS TRAINING FOR ALL | $10,000 | |
| DOMINICAN LEARNING CENTER | |||||||
| 672 S 3RD STREET | COLUMBUS | OH | 43206 | NC | GRANT 24-82 GENERAL SUPPORT | $8,700 | |
| EDEN INC | |||||||
| 7812 MADISON AVENUE | CLEVELAND | OH | 44102 | NC | GRANT 24-92 CORE PROGRAM AND OPERATING SUPPORT | $30,000 | |
| EDWINS LEADERSHIP AND RESTAURANT INSTITUTE | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | NC | GRANT 24-87 BOT MEETING | $750 | |
| EFFECTIVE LEADERSHIP ACADEMY | |||||||
| 26401 EMERY ROAD | WARRENSVILLE HEIGHTS | OH | 44128 | NC | GRANT 24-52 REWRITING FUTURES: HELPING JUSTICE-INVOLVED YOUTH PREPARE FOR LIFE AFTER REENTRY | $10,000 | |
| ESPERANZA INC | |||||||
| 3104 W 25TH ST 4TH FLOOR | CLEVELAND | OH | 44109 | NC | GRANT 23-56 GENERAL SUPPORT | $20,000 | |
| FAMILY PROMISE OF GREATER CLEVELAND | |||||||
| 3470 EAST 152ND ST | CLEVELAND | OH | 44120 | NC | GRANT 23-07 PROVIDING AND EXPANDING SERVICES FOR HOMELESS FAMILIES | $30,000 | |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | NC | GRANT 24-53 EQUINE THERAPY FOR DISADVANTAGED STUDENTS FROM CMSD AND INNER CITY SCHOOLS | $25,000 | |
| FLYING HORSE FARMS | |||||||
| 5260 STATE ROUTE 95 | MT GILEAD | OH | 43338 | NC | GRANT 24-54 PRIORITIZING SAFETY: PROVIDING TRANSFORMATIONAL EXPERIENCES FOR CHILDREN WITH SERIOUS ILLNESS | $50,000 | |
| FOSTERING HOPE | |||||||
| 5351 NAIMAN PKWY | SOLON | OH | 44139 | NC | GRANT 24-55 EDUCATIONAL OPPORTUNITIES FOR YOUR PEOPLE IN FOSTER CARE | $15,000 | |
| FRANKLIN COUNTY HISTORICAL SOCIETY | |||||||
| 96 S GRANT AVE | COLUMBUS | OH | 43215 | NC | GRANT 23-74 THE PLATFORM | $15,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 3615 SUPERIOR AVE BLDG 44 SUITE | CLEVELAND | OH | 44114 | NC | GRANT 24-56 TUTORING PROGRAM FOR LITERACY GROWTH | $25,000 | 4403D |
| FRIENDS OF CASA OF FRANKLIN COUNTY | |||||||
| 7652 SAWMILL ROAD SUITE 154 | DUBLIN | OH | 43016 | NC | GRANT 23-15 IDENTIFYING INCREASED COMPLEX EMOTIONAL TRAUMAS FROM THE PANDEMIC ON ABUSED AND NEGLECTED CHILDREN | $12,000 | |
| FRIENDS OF CONSERVATORY | |||||||
| 1777 E BROAD STREET | COLUMBUS | OH | 43203 | NC | GRANT 24-27 COMMUNITY OUTREACH AND EDUCATION | $15,000 | |
| FRONT STEPS HOUSING AND SERVICES | |||||||
| 2211 WEST 65TH STREEET | CLEVELAND | OH | 44102 | NC | GRANT 24-09 BEHAVIORAL HEALTH AND PREVENTION SERVICES TO ADDRESS HOMELESSNESS AND HOUSING STABILITY | $42,500 | |
| FUND FOR OUR ECONOMIC FUTURE | |||||||
| 1933 E DUBLIN GRANVILLE RD 117 | COLUMBUS | OH | 43229 | NC | GRANT 23-92 GENERAL SUPPORT | $33,500 | |
| FURNITURE BANK OF CENTRAL OHIO | |||||||
| 118 S YALE AVE | COLUMBUS | OH | 43222 | NC | GRANT 24-02 FURNITURE FOR FAMILIES | $8,500 | |
| GIRLS ON THE RUN OF NORTHWEST OHIO | |||||||
| 4415 EUCLID AVENUE SUITE 203 | CLEVELAND | OH | 44103 | NC | GRANT LB24-75 GENERAL SUPPORT | $10,000 | |
| GLADDEN COMMUNITY HOUSE | |||||||
| 183 HAWKES AVENUE | COLUMBUS | OH | 43223 | NC | GRANT 24-105 GLADDEN FOOD PANTRY | $15,000 | |
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 ERIESIDE AVE | CLEVELAND | OH | 44114 | NC | GRANT 23-38 EARLY CHILDHOOD EXHIBITION | $112,500 | |
| GREAT LAKES THEATER | |||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | NC | GRANT 24-32 GENERAL SUPPORT | $25,000 | |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NC | GRANT 20-79 CAPITAL EXPANSION | $100,000 | |
| GREATER CLEVELAND HABITAT FOR HUMANITY INC | |||||||
| 2110 WEST 110TH STREET | CLEVELAND | OH | 44102 | NC | GRANT 22-17 BUILDING BETTER BUCKEYE | $50,000 | |
| GREATER CLEVELAND VOLUNTEERS | |||||||
| 4415 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44103 | NC | GRANT 24-57 AARP FOUNDATION EXPERIENCE CORPS LITERACY TUTORING PROGRAM | $10,000 | |
| HARRIET TUBMAN MOVEMENT | |||||||
| P O BOX 43 | BURTON | OH | 44021 | NC | GRANT 24-93 EXPANDING CAPACITY TO SERVE SEX TRAFFICKING VICTIMS | $10,000 | |
| HOME FOR FAMILIES | |||||||
| 727 E MAIN ST | COLUMBUS | OH | 43205 | NC | GRANT 24-03 EMERGENCY & AFTERCARE ASSISTANCE FOR FAMILIES TO MAINTAIN STABLE HOUSING | $13,000 | |
| HUCKLEBERRY HOUSE INC | |||||||
| 1421 HAMLET STREET | COLUMBUS | OH | 43201 | NC | GRANT 24-104 SUPPORTING HOMELESS YOUTH WITH CRIME VICTIM SERVICES | $15,000 | |
| IDEASTREAM | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NC | GRANT 24.29 NOVA AND SCIENCE FRIDAY PROGRAMMING SUPPORT 2024-2026 | $75,000 | |
| JOSEPH'S HOME | |||||||
| 6108 ST CLAIR AVENUE | CLEVELAND | OH | 44108 | NC | GRANT 24-10 A NEW HOME FOR HEALING: RENOVATION AND RELOCATION OF JOSEPH'S HOME | $68,000 | |
| JOURNEY CENTER FOR SAFETY AND HEALING | |||||||
| PO BOX 5466 | CLEVELAND | OH | 44114 | NC | GRANT 24-11 GENERAL SUPPORT TO FOSTER SAFETY AND HEALING | $76,500 | |
| JUNIOR ACHIEVEMENT OF CENTRAL OHIO INC | |||||||
| 68 E 2ND AVENUE | COLUMBUS | OH | 43201 | NC | GRANT 22-96 COMPREHENSIVE CAMPAIGN | $50,000 | |
| KARAMU HOUSE | |||||||
| 2355 EAST 89TH STREET | CLEVELAND | OH | 44106 | NC | GRANT 24-35 GOS | $20,000 | |
| KENTUCKY HORSE PARK FOUNDATION INC | |||||||
| 4075 IRON WORKS PKWY | LEXINGTON | OH | 40511 | NC | GRANT MH24-21 KENTUCKY THREE DAY EVENT FUND | $10,000 | |
| KHNEMU FOUNDATION INC | |||||||
| 966 E 105 STREET | CLEVELAND | OH | 44106 | NC | GRANT 24-94 STABLE HOUSING DEVELOPMENT | $15,000 | |
| LAKE ERIE NATURE AND SCIENCE CENTER | |||||||
| 28728 WOLF ROAD | BAY VILLAGE | OH | 44140 | NC | GRANT 23-40 WILDLIFE EDUCATION, REHABILITATION, AND WILDLIFE GARDENS RENOVATION | $40,000 | |
| LAUNDRY LOVE MESSIAH | |||||||
| 15149 LORAIN RD | CLEVELAND | OH | 44111 | NC | GRANT 24-95 LAUNDRY LOVE | $10,000 | |
| LAWRENCE SCHOOL | |||||||
| 1551 E WALLINGS ROAD | BROADVIEW HEIGHTS | OH | 44147 | NC | GRANT 24-58 TUITION ASSISTANCE FOR LOWER INCOME FAMILIES | $25,000 | |
| LEGAL AID OF SOUTHEAST AND CENTRAL OHIO | |||||||
| 1108 CITY PARK AVENUE | COLUMBUS | OH | 43206 | NC | GRANT 24-102 HOUSING CONDITIONS PROJECT | $15,000 | |
| LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 W 6TH STREET | CLEVELAND | OH | 44113 | NC | GRANT 24-96 | $15,000 | |
| LEVELING THE PLAYING FIELD INC | |||||||
| 4848 EVANSWOOD DR | COLUMBUS | OH | 43229 | NC | GRANT 24-83 INCREASE ACCESS TO YOUTH SPORTS OHIO | $25,000 | |
| LIFEACT | |||||||
| 210 BELL STREET | CHAGRIN FALLS | OH | 44022 | NC | GRANT 23-58 SUICIDE PREVENTION AND MENTAL HEALTH PROGRAMS FOR GRADES 6-12 NORTHEAST OHIO STUDENTS | $15,000 | |
| LIFECARE ALLIANCE | |||||||
| 1699 W MOUND ST | COLUMBUS | OH | 43223 | NC | GRANT 24-04 MEALS ON WHEELS | $38,500 | |
| LINCOLN THEATRE ASSOCIATION | |||||||
| 769 E LONG ST | COLUMBUS | OH | 43203 | NC | GRANT 23-31 PATTERNZ SUMMER CAMP | $10,000 | |
| LOWER LIGHTS MINISTRIES | |||||||
| 1066 BELLOWS AVENUE | COLUMBUS | OH | 43223 | NC | GRANT 24-84 YOUTH MENTORING AND COMMUNITY LEARNING CENTER | $25,000 | |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVENUE | CLEVELAND | OH | 441031215 | NC | GRANT 24-12 HOUSING FLEX FUND | $85,000 | |
| LUTHERAN SOCIAL SERVICES | |||||||
| 500 W WILSON BRIDGE RD | WORTHINGTON | OH | 43085 | NC | GRANT 24-05 LSS FOOD PANTRIES | $17,000 | |
| MANUFACTURING ADVOCACY & GROWTH NETWORK INC | |||||||
| 1800 E 63RD ST | CLEVELAND | OH | 44103 | NC | GRANT 24-59 ENGAGING STUDENTS IN MANUFACTURING CAREERS | $20,000 | |
| MANUFACTURING WORKS | |||||||
| 3135 BEREA RD | CLEVELAND | OH | 44111 | NC | GRANT 23-60 GENERAL SUPPORT | $15,000 | |
| MAY DUGAN CENTER | |||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 441133304 | NC | GRANT 23-106 FOOD AND CLOTHING DISTRIBUTION | $15,000 | |
| MAY DUGAN CENTER | |||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | NC | GRANT 20-07 CAPITAL SUPPORT FOR RENOVATION AND EXPANSION | $50,000 | |
| MID-OHIO FOODBANK | |||||||
| 3960 BROOKHAM DRIVE | GROVE CITY | OH | 43123 | NC | GRANT 22-10 CAMPAIGN TO RE-IMAGINE ENDING HUNGER: ROOTED IN YOU AND GENERAL OPERATING SUPPORT | $100,000 | |
| MUSICAL ARTS ASSOCIATION (CLEVELAND ORCHESTRA) | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NC | GRANT 24-34 WORLD-CLASS EDUCATION AND ENRICHMENT PROGRAMMING FOR CMSD GRADES K-12 (2 YRS) | $25,000 | |
| NATIONAL INVENTORS HALL OF FAME | |||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | NC | GRANT 23-45 CAMP INVENTION | $15,000 | |
| NEWBRIDGE CLEVELAND CENTER FOR ARTS AND TECHNOLOGY | |||||||
| 3634 EUCLID AVENUE | CLEVELAND | OH | 44115 | NC | GRANT 23-62 EMPOWERING CLEVELAND ADULTS THROUGH WORKFORCE TRAINING | $25,000 | |
| OHIO HISTORICAL SOCIETY DBA OHIO HISTORY CONNECTION | |||||||
| 800 E 17TH AVE | COLUMBUS | OH | 43211 | NC | GRANT 24-37 GENERAL SUPPORT | $5,000 | |
| OHIOANA LIBRARY | |||||||
| 274 E FIRST AVE SUITE 300 | COLUMBUS | OH | 43201 | NC | GRANT 24-39 OHIOANA BOOK FESTIVAL | $20,000 | |
| OPEN DOORS ACADEMY | |||||||
| 1427 EAST 36TH STREET | CLEVELAND | OH | 44114 | NC | GRANT 24-60 OUT-OF-SCHOOL TIME EDUCATIONAL AND ENRICHMENT PROGRAMMING FOR GREATER CLEVELAND SCHOLARS | $25,000 | |
| PASSAGES | |||||||
| 4600 CARNEGIE AVE | CLEVELAND | OH | 44103 | NC | GRANT 24-61 GENERAL OPERATING | $15,000 | |
| PAST FOUNDATION | |||||||
| 1003 KINNEAR ROAD | COLUMBUS | OH | 43212 | NC | GRANT 24-85 WORKFORCE DEVELOPMENT PROGRAM | $15,000 | |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT STREET SUITE 900 | COLUMBUS | OH | 43215 | NC | GRANT 24-73 GENARAL OPERATING | $7,500 | |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT STREET SUITE 900 | COLUMBUS | OH | 43215 | NC | GRANT 24-22 GENERAL OPERATING | $7,112 | |
| PROMUSICA CHAMBER ORCHESTRA | |||||||
| 620 E BROAD STREET SUITE 300 | COLUMBUS | OH | 432154037 | NC | GRANT 24-28 GENERAL OPERATING SEASON SUPPORT | $20,000 | |
| PROVIDENCE HOUSE INC | |||||||
| 2050 WEST 32ND STREET | CLEVELAND | OH | 44113 | NC | GRANT 20-17 GIVING HOPE FOR THE PHUTURE CAMPAIGN AND SERVICES FOR FAMILIES FACING HOMELESSNESS AND HOUSING CRISES | $100,000 | |
| RAINEY INSTITUTE | |||||||
| 1705 EAST 55TH STREET | CLEVELAND | OH | 441033117 | NC | GRANT 23-41 WEST SIDE EXPANSION AND SUMMER CAMP GROWTH | $40,000 | |
| REFUGEE RESPONSE | |||||||
| 2054 W 47TH ST | CLEVELAND | OH | 44102 | NC | GRANT 23-65 GENERAL SUPPORT FOR EDUCATION PROGRAMS | $30,000 | |
| RESOURCE CLEVELAND REFUGEE RESPONSE | |||||||
| 2054 W 47TH ST | CLEVELAND | OH | 44102 | NC | GRANT 24-107 THE ROUNDSTONE PAVILION AT OHIO CITY FARM | $50,000 | |
| RISE UP NORTHEAST OHIO | |||||||
| 2919 JAY AVE | CLEVELAND | OH | 44113 | NC | GRANT 24-62 GENERNAL SUPPORT | $15,000 | |
| SAINT MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | NC | GRANT 24-63 GENERAL OPERATING | $15,000 | |
| SCRANTON ROAD MINISTRIES COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 3095 SCRANTON ROAD | CLEVELAND | OH | 44113 | NC | GRANT 24-64 YOURTH JOBS PARTNERSHIP | $32,500 | |
| SEE KIDS DREAM | |||||||
| PO BOX 341645 | COLUMBUS | OH | 43234 | NC | GRANT 24-86 GENERAL SERVICE LEARNING | $15,000 | |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH STREET STE 3 | CLEVELAND | OH | 44109 | NC | GRANT 24-65 GENERAL SUPPORT FOR ADULT BASIC EDUCATION | $40,000 | |
| SHOES AND CLOTHES FOR KIDS INC | |||||||
| 3631 PERKINS AVE | CLEVELAND | OH | 44114 | NC | GRANT 24-66 GENERAL SUPPORT | $20,000 | |
| STELLA MARIS INC | |||||||
| 1320 WASHINGTON AVENUE | CLEVELAND | OH | 441132333 | NC | GRANT 23-11 SUPPORTIVE HOUSING: HELPING WOMEN ACHIEVE SUSTAINED SOBRIETY, INDEPENDENCE, AND SELF-SUFFICIENCY | $15,000 | |
| TEACH FOR AMERICA INC | |||||||
| 2814 DETROIT AVE | CLEVELAND | OH | 44113 | NC | GRANT 24-67 ACCELERATING PROGRESS ACROSS CLEVELAND CLASSROOMS | $10,000 | |
| TECH CORPS | |||||||
| 6600 BUSCH BLVD SUITE 210 | COLUMBUS | OH | 43229 | NC | GRANT 24-68 GENERAL SUPPORT | $15,000 | |
| THE CHILDREN'S MUSEUM OF CLEVELAND | |||||||
| 3813 EUCLID AVENUE | CLEVELAND | OH | 44115 | NC | GRANT 24-36 COMMUNITY ACCESS EVENTS | $15,000 | |
| THE CLEVELAND CLINIC FOUNDATION | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NC | GRANT 23-53 PATHWAYUS TO CAREER OPPORTUNITIES IN HEALTHCARE | $25,000 | |
| THE CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | NC | GRANT 24-30 TRANSFORMING THE WORLD OF DISCOVERY | $84,000 | |
| THE LILABEAN FOUNDATION FOR PEDIATRIC BRAIN CANCER RESEARCH | |||||||
| 105 ROCKDALE | SILVER SPRINGS | MD | 20901 | NC | GRANT BD24-101 GENERAL OPERATING | $10,000 | |
| THE METROHEALTH FOUNDATION | |||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | NC | GRANT 24-69 SAFE (STUDENTS ARE FREE TO EXPRESS) PROJECT | $20,000 | |
| THE NATURE CENTER AT SHAKER LAKES | |||||||
| 2600 S PARK BLVD | CLEVELAND | OH | 44120 | NC | GRANT 24-70 NATURE-BASED SCIENCE EDUCATION FOR CMSD STUDENTS | $10,000 | |
| THE SALVATION ARMY | |||||||
| 2507 EAST 22ND STREET | CLEVELAND | OH | 44115 | NC | GRANT 23-78 YOUTH PROGRAMMING SUPPORT | $15,000 | |
| THE SALVATION ARMY OF GREATER CLEVELAND | |||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | NC | GRANT 24-13 GENERAL SUPPORT | $42,500 | |
| TRANSFORMATIONS BY CLEVELAND ANGELS | |||||||
| 25935 DETROIT RD PMB 220 | CLEVELAND | OH | 44145 | NC | GRANT 24-97 GENERAL SUPPORT | $10,000 | |
| UNIVERSITY SETTLEMENT | |||||||
| 4800 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NC | GRANT 24-15 TRANSITION IN PLACE HOUSING PROGRAM | $22,000 | |
| US TOGETHER INC | |||||||
| 1415 E DUBLIN GRANVILLE RD STE 100 | COLUMBUS | OH | 43229 | NC | GRANT 24-14 ADDRESSING HOUSING PROBLEMS FACED BY LAW INCOME WAR REFUGEES FROM UKRAINE | $13,000 | |
| VICTORY GALLOP INC | |||||||
| 1745 N HAMETOWN ROAD | AKRON | OH | 443331061 | NC | GRANT KH24-20 GENERAL SUPPORT | $15,000 | |
| VINEYARD FOOD RESOURCE CENTER | |||||||
| 1928 E 300TH STREET | WICKLIFFE | OH | 44092 | NC | GRANT 24-98 NOURISHING COMMUNITIES INITIATIVE | $8,000 | |
| WEST SIDE CATHOLIC CENTER | |||||||
| 3135 LORAIN AVENUE | CLEVELAND | OH | 441133407 | NC | GRANT 24-16 GENERAL OPERATING | $8,500 | |
| WOMENSAFE INC | |||||||
| 12041 RAVENNA RD | CHARDON | OH | 440247008 | NC | GRANT 24-17 GENERAL OPERATING | $13,000 | |
| YOUTH OPPORTUNITIES UNLIMITED | |||||||
| 1228 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | NC | GRANT 24-71 GENERAL OPERATING | $20,000 | |
| ZELIE'S HOME | |||||||
| 13643 ROCKSIDE RD | CLEVELAND | OH | 44125 | NC | GRANT 24-99 GENERAL OPERATING | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,524,909 | 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 | $426,215 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,512,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,963,458 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| PARTNERSHIP LOSS | 14 | -$50,270 | ||
| PARTNERSHIP UBTI INCOME | 900001 | $77,583 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $77,583 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,851,576 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,929,159 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,400 | Amt |
| Net Investment Income | $18,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - 724-4 | $2,588,334 | $2,486,377 |
| GOLDMAN SACHS - 725-1 | $10,949,983 | $16,500,243 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,899,086 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,331,608 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH - 02300 | AT COST | $40,450 | $26,628 |
| GLENMEDE #4036-01-4/5 | AT COST | $24,682,029 | $39,813,869 |
| GOLDMAN SACHS - 725-1 | AT COST | $4,225,944 | $6,347,405 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE IN PARTNERSHIP INCOME | Desc |
| Amt | $567,215 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,220 | $0 | $1,220 |
| LIABILITY INSURANCE | $3,040 | $0 | $3,040 |
| DUES AND FEES | $3,068 | $0 | $3,068 |
| TELEPHONE AND TECHNOLOGY EXPENSE | $19,215 | $0 | $12,784 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP LOSS | -$50,270 | -$50,270 | -$50,270 |
| PARTNERSHIP UBTI INCOME | $77,583 | $77,583 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE IN INVESTMENT INCOME | Desc |
| Amt | $68,080 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $258,567 | $258,567 | $0 |
| CONTRACTED SERVICES | $22,620 | $0 | $22,620 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $77,273 | $0 | $0 |
| PAYROLL TAXES | $15,084 | $3,017 | $12,067 |
| FOREIGN TAX PAID | $32,885 | $32,885 | $0 |