THE@CATHLEEN A CONROY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE@CATHLEEN A CONROY CHARITABLE FOUNDATION (EIN 51-6532829)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-03
- IRS object ID
- 201931239349102323
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-03T11:44:38-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTERN RESERVE TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WEST ST CLAIR AVE SUITE 414 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131274 | 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 | 516532829 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CATHLEEN A CONROY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DOMINIC V PERRY | InCareOfNm |
| Business Name Control | CATH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 960 SWEET GRASS CIRCLE | AddressLine1Txt |
| City | AURORA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 442025105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHLEEN A CONROY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2164723300 | PhoneNum |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOMINIC V PERRY | PreparerPersonNm |
| PTIN | P00231163 | PTIN |
| Phone | 2164723300 | PhoneNum |
| Preparation | 2019-05-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.219.196.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34061920191235000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-03 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 174D0EF9D89E812832DE925B43EF2E67932F4F65 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 174D0EF9D89E812832DE925B43EF2E67932F4F65 | 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 | $160,675 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,628 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,036 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,714 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,714 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $16,395 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,751 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,330 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,330 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,889 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $237 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,839 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,823 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $100,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $117,365 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $45,605 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $45,010 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,264 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $146,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,675 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $143,423 | CapitalStockBOYAmt |
| Capital Stock EOY | $146,825 | CapitalStockEOYAmt |
| Retained Earning BOY | $3,402 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,834 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,825 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $152,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,839 | ExcessRevenueOverExpensesAmt |
| Subtotal | $152,664 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $152,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS ACCT. 14009 | P | $819 | $471 | $348 | $348 |
| UBS ACCT. 14009 | P | $7,465 | $5,576 | $1,889 | $1,889 |
| CAPITAL GAIN DIVIDENDS | P | $7,477 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,714 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,681 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $171,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044667 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,851 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $153,220 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05124 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,985 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $159,567 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050042 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $163,958 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $153,784 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.037715 | DistributionYr5Rt |
| Total Distribution | 0.238343 | TotalDistributionRt |
| Average Distribution | 0.047669 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $175,936 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,387 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $128 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,515 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,430 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $256 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $256 | SubtotalAmt |
| Tax Based On Investment Income | $256 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $256 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOMINIC V PERRY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2164723300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 W ST CLAIR AVE SUITE 414B | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131274 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| CATHLEEN A CONROY | ||||||||
| 960 SWEET GRASS CIRCLE | AURORA | OH | 442025105 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| PEGGY S SUTLIFF | ||||||||
| 960 SWEET GRASS CIRCLE | AURORA | OH | 442025105 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| ANGELA P ALTIER | ||||||||
| 960 SWEET GRASS CIRCLE | AURORA | OH | 442025105 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $177,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $178,615 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $178,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,679 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $175,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $256 | TotalTaxAmt |
| Distributable Before Adj | $8,541 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,541 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,430 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,430 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,430 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,971 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,971 | AppliedToYear1Amt |
| Applied To Current Year | $1,459 | 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 |
| Undistributed Income CY | $7,082 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CATHLEEN A CONROY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PROVIDENCE HOUSE INC | |||||||
| 2050 WEST 32ND STREET | CLEVELAND | OH | 441134017 | UNRELATED | PC | GENERAL | $800 |
| BEATITUDE HOUSE | |||||||
| 238 TOD LANE | YOUNGSTOWN | OH | 445041714 | UNRELATED | PC | GENERAL | $1,000 |
| SALVATION ARMY | |||||||
| PO BOX 2183 | EDWARDS | CO | 81632 | UNRELATED | PC | GENERAL | $800 |
| THE URSULINE SISTERS | |||||||
| 4250 SHIELDS ROAD | CANFIELD | OH | 44406 | UNRELATED | PC | GENERAL | $1,000 |
| BACK2BACK MINISTRIES | |||||||
| PO BOX 70 | MASON | OH | 45040 | UNRELATED | PC | GENERAL | $800 |
| URBAN CONCERN INC | |||||||
| 1000 BONHAM AVENUE | COLUMBUS | OH | 432112904 | UNRELATED | PC | GENERAL | $800 |
| VAIL VALLEY SALVATION ARMY | |||||||
| PO BOX 2183 | EDWARDS | CO | 81632 | UNRELATED | PC | GENERAL | $1,000 |
| INTERNATIONAL CHILDREN'S NETWORK | |||||||
| PO BOX 7695 | COVINGTON | WA | 98042 | UNRELATED | PC | GENERAL | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,714 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTION | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $16 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,767 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,767 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | OHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQUIRED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS FINANCIAL ACCT FY 14009 | BondNm |
| EOY Book Value | $45,010 | EOYBookValueAmt |
| EOYFMV | $43,264 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL ACCT FY 14009 | $97,449 | $109,031 |
| UBS FINANCIAL ACCT FY 14009 | $10,154 | $8,334 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERRY & KARNATZ, LLC | CategoryTxt |
| Legal Fees | $1,330 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,330 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $5 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $100 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,889 | Amt |
| Net Investment Income | $1,889 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $39 | $39 |
| FEDERAL TAX BALANCE DUE | $198 |