THE ARTHUR B MCBRIDE SR FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ARTHUR B MCBRIDE SR FAMILY FOUNDATION (EIN 34-1612197)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349102488
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T14:29:25-06:00 | 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 | 1350 EUCLID AVE SUITE 1400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441151830 | 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 | 341612197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARTHUR B MCBRIDE SR FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 4407882728 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 876 BRADLEY ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN A MCBRIDE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4407882728 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FLOYD A TROUTEN III CPA | PreparerPersonNm |
| PTIN | P00731725 | PTIN |
| Phone | 2165669000 | 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 | $5,294,152 | 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 |
| Dividends Rev And Expnss | $119,829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $816,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,484,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $816,044 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $935,873 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $935,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,966 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,966 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,333 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,391 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,099 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,291 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $349,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,291 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $586,774 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $905,065 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $167,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,911 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,654,440 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,375,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,262,241 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,822,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,407,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,294,152 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,016,004 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,016,004 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,193,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$608,239 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,822,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,407,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,822,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,407,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,822,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $586,774 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,409,056 | SubtotalAmt |
| Other Decreases | $1,291 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,407,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| RBC CAPITAL MARKETS | 2024-12-31 | $152,677 | $11,628 | $141,049 | $141,049 | |
| RBC CAPITAL MARKETS | 2024-12-31 | $358,727 | $368,903 | -$10,176 | -$10,176 | |
| RBC CAPITAL MARKETS | 2024-12-31 | $900,786 | $287,726 | $613,060 | $613,060 | |
| RBC CAPITAL MARKETS - WASH | 2024-12-31 | $142 | $142 | $142 | ||
| CAPITAL GAINS DIVIDENDS | $71,969 | $71,969 | $71,969 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $816,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,580 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,580 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,580 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,497 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,497 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,083 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRIAN A MCBRIDE | IndividualWithBooksNm |
| Phone | 4407882728 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 876 BRADLEY ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| BRIAN A MCBRIDE | ||||||||
| 876 BRADLEY RD | WESTLAKE | OH | 44145 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MAUREEN MCBRIDE | ||||||||
| 876 BRADLEY RD | WESTLAKE | OH | 44145 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHLEEN MCBRIDE PLUM | ||||||||
| 876 BRADLEY RD | WESTLAKE | OH | 44145 | TRUSTEE | 1.00 | $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 | $4,703,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,788,732 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,788,732 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,716,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,580 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,580 | TotalTaxAmt |
| Distributable Before Adj | $223,265 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,265 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,265 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,291 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $318,291 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,265 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $797,542 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $226,361 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $178,504 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $168,678 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $407,675 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,778,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $318,291 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,265 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,026 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,873,786 | 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 | $797,542 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,076,244 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $226,361 | ExcessFromYear4Amt |
| Excess From Year3 | $178,504 | ExcessFromYear3Amt |
| Excess From Year2 | $168,678 | ExcessFromYear2Amt |
| Excess From Year1 | $407,675 | ExcessFromYear1Amt |
| Excess From Current Year | $95,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN A MCBRIDE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEVEMENT CENTER FOR CHILDREN | |||||||
| 4255 NORTHFIELD RD | HIGHLAND HILLS | OH | 44128 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| BAY ARTS | |||||||
| 28795 LAKE ROAD | BAY VILLAGE | OH | 44140 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| BAY PRESBYTERIAN CHURCH | |||||||
| 25415 LAKE RD | BAY VILLAGE | OH | 44140 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,000 |
| BELLEFAIRE JEWISH CHILDREN'S BUREAU - MONARCH | |||||||
| MONARCH SCHOOL | SHAKER HEIGHTS | OH | 44118 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| BETHANY ENGLISH LUTHERAN CHURCH | |||||||
| 15460 TRISKETT RD | CLEVELAND | OH | 44111 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,000 |
| BOYS HOPE | |||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| BRONCO BENCH FOUNDATION | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| CATHEDRAL CATHOLIC HIGH SCHOOL | |||||||
| 5555 DEL MAR HEIGHTS RD | SAN DIEGO | CA | 92130 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| CATHOLIC CHARITIES | |||||||
| 7911 DETROIT AVE | CLEVELAND | OH | 44102 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| CHILDREN'S ADVOCACY CENTER OF SOUTHWEST FLORIDA | |||||||
| 3830 EVANS AVE | FT MYERS | FL | 33901 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| CLEVELAND CENTRAL CATHOLIC | |||||||
| 6550 BAXTER | CLEVELAND | OH | 44105 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $50,000 |
| CLEVELAND FOOD BANK | |||||||
| 15500 EAST WATERLOO | CLEVELAND | OH | 44110 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| CLEVELAND FURNITURE BANK | |||||||
| 13360 SMITH RD | MIDDLEBURGH HEIGHTS | OH | 44130 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| CLEVELAND HEARING & SPEECH CNTR | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| CLEVELAND SIGHT CENTER | |||||||
| 1909 EAST 101ST ST | CLEVELAND | OH | 44107 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| CORAL GABLES COMMUNITY FOUNDATION | |||||||
| 2880 ARAGON AVE SUITE D | CORAL GABLES | FL | 33134 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $11,500 |
| ED KEATING CENTER INC | |||||||
| PO BOX 770108 | LAKEWOOD | OH | 44107 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| FAIRVIEW PARK EDUCATION FOUNDATION | |||||||
| PO BOX 26378 | FAIRVIEW PARK | OH | 44126 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| FAIRVIEW SENIOR CENTER | |||||||
| 20769 LORAIN RD | CLEVELAND | OH | 44126 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,000 |
| GOODWILL INDUSTRIES OF GC | |||||||
| 408 NINTH ST NW | CANTON | OH | 44707 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| GUIDESTONE FKA BEREA CHILDREN'S HOME | |||||||
| 202 EAST BAGLEY | BEREA | OH | 44107 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| GUILDFORD COLLEGE | |||||||
| 5800 WEST FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| HELP FOUNDATION INC | |||||||
| 26900 EUCLID AVE | EUCLID | OH | 44132 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| HILLSDALE COLLEGE | |||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| HOSPICE OF THE WESTERN RESERVE | |||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $30,000 |
| HUNGER NETWORK | |||||||
| 614 W SUPERIOR AVE SUITE744 | CLEVELAND | OH | 44113 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 1422 EUCLID AVE 952 | CLEVELAND | OH | 44115 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| LA JOLLA COUNTRY DAY SCHOOL (FUND) | |||||||
| 9490 GENESSE AVE | SAN DIEGO | CA | 92037 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,000 |
| LAKE ERIE NATURE & SCIENCE CNTR | |||||||
| 28728 WOLF RD | BAY VILLAGE | OH | 44140 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $500 |
| LIFE DIRECTION INC PROJECT HOMELESS | |||||||
| 32 ALPHA PARK | CLEVELAND | OH | 44143 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| LORAIN COUNTY FREE CLINIC | |||||||
| 5040 OBERLIN AVE | LORAIN | OH | 44053 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| MALACHI CENTER | |||||||
| 2416 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| MALACHI HOUSE | |||||||
| 2810 CLINTON AVENUE | CLEVELAND | OH | 44113 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $14,000 |
| MARBRIDGE FOUNDATION | |||||||
| 2310 BLISS SPILLAR RD | MANCHACA | TX | 78652 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| MAY DUGAN CENTER | |||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| MIDDLEBURG EARLY EDUC CENTER | |||||||
| 7171 PEARL RD | MIDDLEBURGH HEIGHTS | OH | 44130 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $10,000 |
| MILESTONES ORGANIZATION | |||||||
| 23880 COMMERCE PARK SUITE 2 | BEACHWOOD | OH | 44113 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,000 |
| MUSIC MAKER FOUNDATION | |||||||
| 224 W CORBIN ST | HILLSBOROUGH | NC | 27278 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| NATIONAL COMMODORE CLUB | |||||||
| 2601 JESS NEELY DRIVE | NASHVILLE | TN | 37212 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| NEWSLINE FOR THE BLIND | |||||||
| 200 EAST WELLS ST | BALTIMORE | MD | 21230 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| NORTH COAST COMMUNITY HOMES | |||||||
| 14221 BROADWAY AVE | CLEVELAND | OH | 44125 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| ORDER OF MALTA WESTERN ASSOCATION USA | |||||||
| 324 MIDDLEFIELD ROAD | MENLO PARK | CA | 94025 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| OUR LADY OF ANGELS CHURCH | |||||||
| 3644 ROCKY RIVER DR | CLEVELAND | OH | 44111 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| OUR LADY OF THE WAYSIDE | |||||||
| 38135 COLORADO AVE | AVON | OH | 44011 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $4,000 |
| PM FOUNDATION INC DBA URBAN COMMUNITY SCHOOL | |||||||
| 4909 LORAIN RD | CLEVELAND | OH | 44102 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $25,000 |
| PROVIDENCE HOUSE | |||||||
| 2050 WEST 32ND ST | CLEVELAND | OH | 44113 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| REGIS JESUIT HIGH SCHOOL | |||||||
| 6380 S LEWISTON WAY | AURORA | CO | 80016 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| RUFFING MONTESSORI SCHOOL | |||||||
| 1285 ORCHARD PARK | ROCKY RIVER | OH | 44116 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $4,000 |
| SALVATION ARMY | |||||||
| 2507 EAST 22ND ST | CLEVELAND | OH | 44115 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $7,000 |
| SANTA'S HIDE-A-WAY HOLLOW | |||||||
| 15400 BUNDYSBURG RD | MIDDLEFIELD | OH | 44062 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH ST 3RD FLOOR | CLEVELAND | OH | 44109 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| ST MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6111 LAUSCHE AVE | CLEVELAND | OH | 44103 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $20,000 |
| ST MARY'S ACADEMY | |||||||
| 1615 SW 5TH AVENUE | PORTLAND | OR | 97201 | N/A | PC | UNRESTRICTED OPERATING | $1,000 |
| ST PATRICK HUNGER CENTER | |||||||
| 3602 BRIDGE AVENUE | CLEVELAND | OH | 44113 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| ST RAPHAEL'S CHURCH | |||||||
| 525 DOVER CENTER RD | BAY VILLAGE | OH | 44140 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 1404 E 9TH ST 3RD FLOOR | CLEVELAND | OH | 44114 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| STELLA MARIS | |||||||
| 1320 WASHINGTON AVE | CLEVELAND | OH | 44114 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| THE BALDWIN-WALLACE ANNUAL FUND | |||||||
| 275 EASTLAND RD | BEREA | OH | 44017 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| THE CITY MISSION | |||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | CLEVELAND | OH | 44122 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| THE LANTERN | |||||||
| 12160 TRICKETT ROAD | CLEVELAND | OH | 44111 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| THE POOR CLARE NUNS | |||||||
| 3501 ROCKY RIVER DR | CLEVELAND | OH | 44111 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $6,000 |
| UC DAVIS VOLLEYBALL - CAL AGGIE SPORTS FUND | |||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,500 |
| UC DAVIS-FOOTBALL | |||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,500 |
| UNIV OF OREGON - DUCK ATHLETIC FUND | |||||||
| 2727 LEO HARRIS PKWY | EUGENE | OR | 97401 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,500 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $5,000 |
| UNIVERSITY OF WASHINGTON | |||||||
| 1410 NE CAMPUS PKWY | SEATTLE | WA | 98195 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,500 |
| URSULINE NUNS OF CLEVELAND | |||||||
| 2600 LANDER RD | CLEVELAND | OH | 44124 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| VA MEDICAL CENTER - LOUIS STOKES MEDICAL CENTER | |||||||
| 10701 EAST BLVD | CLEVELAND | OH | 44106 | PC | UNRESTRICTED OPERATING FUNDS | $2,000 | |
| VALLEY RIDING INC | |||||||
| 19901 PURITAS AVENUE | CLEVELAND | OH | 44135 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| VILLAGE PROJECT | |||||||
| PO BOX 40023 | BAY VILLAGE | OH | 44140 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,000 |
| WELCOME HOUSEWESTHAVEN FND | |||||||
| 802 SHARON DR | WESTLAKE | OH | 44145 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| WEST SHORE MEALS-ON-WHEELS INC | |||||||
| 20777 LORAIN RD | FAIRVIEW PARK | OH | 44126 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| 10825 EAST BLVD | CLEVELAND | OH | 44106 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $2,000 |
| WESTSIDE CATHOLIC CENTER | |||||||
| 3135 LORAIN RD | CLEVELAND | OH | 44113 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| WESTSIDE COMMUNITY CENTER | |||||||
| 9300 LORAIN AVENUE | CLEVELAND | OH | 44102 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $1,000 |
| YOUTH CHALLENGE | |||||||
| 800 SHARON DR | WESTLAKE | OH | 44145 | N/A | PC | UNRESTRICTED OPERATING FUNDS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,829 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $816,044 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $935,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $935,873 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME GENERATED TO CONTINUE SUBSTANTIAL GRANTS | RelationshipStatementTxt |
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 | $13,800 | Amt |
| Net Investment Income | $6,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT-CORPORATE STOCK | StockNm |
| EOY Book Value | $3,375,854 | EOYBookValueAmt |
| EOYFMV | $5,262,241 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $1,291 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $20,381 | $10,190 | $10,191 |
| PARTNERSHIP LOSSES | $11,752 | $11,752 | $0 |
| OHIO FILING FEES | $200 | $0 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $1,966 | Amt |
| Net Investment Income | $1,966 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |