WILLIAM CORLEY FOUNDATION OF THE WESTLAKE-BAY VILLAGE ROTARY CLUB I: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM CORLEY FOUNDATION OF THE WESTLAKE-BAY VILLAGE ROTARY CLUB I (EIN 34-1271287)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-16
- IRS object ID
- 202533209349100283
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-16T12:19:43-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341785106 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALLMAN STASKO & STRUNK LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19630 DETROIT RD | AddressLine1Txt |
| City | ROCKY RIVER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44116 | 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 | 341271287 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM CORLEY FOUNDATION WESTLAKE BAY VILLAGE ROTARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 4406170588 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 660 DOVER CENTER RD | AddressLine1Txt |
| City | BAY VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES C STRUNK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4406170588 | PhoneNum |
| Signature | 2025-11-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES C STRUNK | PreparerPersonNm |
| PTIN | P00096060 | PTIN |
| Phone | 4406170588 | PhoneNum |
| Preparation | 2025-11-16 | 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 | $386,940 | 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 | $9,593 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $18,645 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,645 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $18,645 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $52,715 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $20,071 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $32,644 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $60,882 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,645 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $18,645 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $175 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,730 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $8,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,919 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,324 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,645 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $18,645 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,432 | CashBOYAmt |
| Cash EOY | $20,177 | CashEOYAmt |
| Cash EOYFMV | $20,177 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,690 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,664 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,664 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $241,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $247,724 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $352,099 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $265,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $282,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $386,940 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $241 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $265,757 | RetainedEarningBOYAmt |
| Retained Earning EOY | $282,565 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $265,757 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $282,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $265,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $282,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $265,757 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $15,250 | OtherIncreasesAmt |
| Subtotal | $282,565 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $282,565 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $259 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $259 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $259 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$500 | OriginalReturnOverpaymentAmt |
| Overpayment | $241 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $241 | RefundAmt |
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 | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES C STRUNK | IndividualWithBooksNm |
| Phone | 4406170588 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 660 DOVER CENTER RD 1 | AddressLine1Txt |
| City | BAY VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44140 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| AMY KUBACKI | ||||||||
| 29805 SEQUOIA TRAIL | WESTLAKE | OH | 44145 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ANDREW P MANGELS | ||||||||
| 1303 WEST MELROSE DRIVE | WESTLAKE | OH | 44145 | IMMEDIATE PP | 1.00 | $0 | $0 | $0 |
| JAMES C STRUNK | ||||||||
| 26626 RUSSELL RD | BAY VILLAGE | OH | 44140 | TREASURER | 2.00 | $0 | $0 | $0 |
| PATRICK GRAHAM | ||||||||
| 38120 ESSEX PLACE | NORTH RIDGEVILLE | OH | 44039 | SECRTARY | 2.00 | $0 | $0 | $0 |
| JEFF APPEL | ||||||||
| 1395 PRINCE CHARLES | WESTLAKE | OH | 44145 | PRESIDENT ELECT | 1.00 | $0 | $0 | $0 |
| JOHN HANNA | ||||||||
| 29710 OSBORN RD | BAY VILLAGE | OH | 44140 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JUSTIN HEIN | ||||||||
| 26680 GERSHWIN DR | WESTLAKE | OH | 44145 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOSEPH HUDAK | ||||||||
| 3107 N WINDSOR COURT | WESTLAKE | OH | 44145 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| PATTY ZINN | ||||||||
| 2750 CLARK PARKWAY | WESTLAKE | OH | 44145 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| RAYMOND GLINKA | ||||||||
| 506 BRACKEN WAY | BAY VILLAGE | OH | 44140 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| TERRI SPECK | ||||||||
| 5918 FAWN LANE | BRECKSVILLE | OH | 44141 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JOSEPH KRAFT | ||||||||
| 3606 BLACKBERRY LN | WESTLAKE | OH | 44145 | BOARD MEMBER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,579 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,373 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,952 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $56,952 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,952 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $21,579 | ExcessFromYear3Amt |
| Excess From Year2 | $35,373 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2020-06-26 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $5,771 | Year2Amt |
| Year3 | $9,131 | Year3Amt |
| Total | $14,902 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $4,905 | Year2Amt |
| Year3 | $7,761 | Year3Amt |
| Total | $12,666 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $35,373 | Year2Amt |
| Year3 | $21,579 | Year3Amt |
| Total | $56,952 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $35,373 | Year2Amt |
| Year3 | $21,579 | Year3Amt |
| Total | $56,952 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $386,787 | Year3Amt |
| Total | $386,787 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $36,207 | Year3Amt |
| Total | $36,207 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $11,921 | Year3Amt |
| Total | $11,921 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $25,703 | Year3Amt |
| Total | $25,703 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $25,703 | Year3Amt |
| Total | $25,703 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year3 | $20,333 | Year3Amt |
| Total | $20,333 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUTISM SOCIETY OF CLEVELAND | ||||||
| PO BOX 41066 | BRECKSVILEE | OH | 44141 | NA | COMMUNITY SERVICE | $3,150 |
| BAY VILLAGE EMERGENCY FOOD PANTRY- CITY OF BAY VILLAGE | ||||||
| 300 BRYSON LANE | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $500 |
| CHRISTMAS GITS - NEEDY FAMILIES | ||||||
| 29694 CENTER RIDGE RD | WESLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $212 |
| BEST BUDDIES-WESTLAKE CITY SCHOOLS | ||||||
| 2425 HILLIARD BLVD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,000 |
| CONNECTING FOR KIDS | ||||||
| 1730 COES POST RUN | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $3,150 |
| EXCHANGE STUDENT | ||||||
| 660 DOVER CENTER RD 1 | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $2,168 |
| FOUR WAY SPEECH CONTEST | ||||||
| WESTLAHE HS 27830 HILLIARD RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,070 |
| KIWANIS CLUB SCHOLARSHIP NIGHT | ||||||
| 617 ELMWOOD ROAD | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $200 |
| LAKE ERIE NATURE & SCIENCE CENTER | ||||||
| 28728 WOLF ROAD | BAY VILALGE | OH | 44140 | NA | COMMUNITY SERVICE | $2,000 |
| ROTARY INTERNATIONAL | ||||||
| 1560 SHERMAN AVENUE | EVANSTON | IL | 60201 | NA | COMMUNITY SERVICE | $6,330 |
| SCHOLARSHIPS - BAY VILLAGE HS | ||||||
| 29230 WOLF RD | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $3,000 |
| SCHOLARSHIPS - WESTLAKE HS | ||||||
| 27830 HILLIARD BLVD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $3,000 |
| SHELTER BOX | ||||||
| 7359 MERCHANT COURT | SARASOTA | FL | 34240 | NA | COMMUNITY SERVICE | $0 |
| WESTLAKE ASSISTANCE-SR PROMFOOD PANTRY | ||||||
| 29694 CENTER RIDGE RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,000 |
| YOUTH CHALLENGE | ||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,000 |
| ROTARY YOUTH LEADERSHIP CAMP BAY VILLAGE | ||||||
| PO BOX 578 | BURTON | OH | 44021 | NA | COMMUNITY SERVICE | $1,100 |
| ROTARY YOUTH LEADERSHIP CAMP WESTLAKE | ||||||
| PO BOX 578 | BURTON | OH | 44021 | NA | COMMUNITY SERVICE | $1,100 |
| WESTLAKE EDUCATIONAL FOUNDATION | ||||||
| 2425 HILLIARD BLVD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $0 |
| WESTLAKE MEALS ON WHEELS | ||||||
| 2239 DOVER CENTER RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $0 |
| ROTARY DISASTER RELIEF USA | ||||||
| PO BOX 988 | PIKEVILLE | KY | 41502 | NA | COMMUNITY SERVICE | $0 |
| FOOTPATH FOUNDATION | ||||||
| PO BOX110210 | CLEVELAND | OH | 44111 | NA | COMMUNITY SERVICE | $1,000 |
| KIDNEY FOUNDATION OF OHIO INC | ||||||
| 2831 PROSPECT AVE E | CLEVELAND | OH | 44115 | NA | COMMUNITY SERVICE | $0 |
| KNICKERBOCKER APARTMENTS NON PROFIT | ||||||
| 27100 KNICKERBOCKER RD | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $0 |
| ROTARY DISTRICT 6630 PRESIDENT ELECT SERV PROJ | ||||||
| PO BOX 110492 | CLEVELAND | OH | 44111 | NA | COMMUNITY SERVICE | $0 |
| ALZHEIMER ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NA | COMMUNITY SERVICE | $0 |
| EMPOWER SPORTS | ||||||
| 3210 EUCLID AVENUE | CLEVELAND | OH | 44115 | NA | COMMUNITY SERVICE | $500 |
| CAROLYN L FARRELL FOUNDATION FOR BRAIN HEALTH | ||||||
| 26633 DETROIT RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,888 |
| THE FOUNDRY | ||||||
| 1831 COLUMBUS RD | CLEVELAND | OH | 44113 | NA | COMMUNITY SERVICE | $0 |
| WESTLAKE PORTER LIBRARY | ||||||
| 27333 CENTER RIDGE RD | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $0 |
| WESTLAKE BAY VILLAGE ADJ & SUPPLIES | ||||||
| 660 DOVER CENTER RD 1 | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $0 |
| GOOD KNIGHTS OF LORAIN COUNTY | ||||||
| PO BOX 523 | ELYRIA | OH | 44036 | NA | COMMUNITY SERVICE | $1,500 |
| YAHAB | ||||||
| 5010 GATEWAY DRIVE 2 | MEDINA | OH | 44256 | NA | COMMUNITY SERVICE | $0 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | NA | COMMUNITY SERVICE | $0 |
| PROVIDENCE HOUSE | ||||||
| 2050 W 32ND STREET | CLEVELAND | OH | 44113 | NA | COMMUNITY SERVICE | $0 |
| ROTARY DISTRICT 6630 | ||||||
| CLUSTER PROJECTS/BASKET DONATION | HUDSON | OH | 44236 | NA | COMMUNITY SERVICE | $500 |
| VILLAGE PROJECT | ||||||
| PO BOX 40023 | BAY VILLAGE | OH | 44140 | NA | COMMUNITY SERVICE | $1,000 |
| PEACEJAM FOUNDATION | ||||||
| 1031 33RD STR SUITE 174 | DENVER | CO | 80205 | NA | COMMUNITY SERVICE | $500 |
| YOUTH CHALLENGE | ||||||
| 800 SHARON DR | WESTLAKE | OH | 44145 | NA | COMMUNITY SERVICE | $1,000 |
| EDNA HOUSE | ||||||
| 2007 W 65TH ST | CLEVELAND | OH | 44102 | NA | COMMUNITY SERVICE | $2,000 |
| BIG BROTHERS BIG SISTER OF GREATER CLEVELAND | ||||||
| 4610 PROSPECT AVE 410 | CLEVELAND | OH | 44103 | NA | COMMUNITY SERVICE | $1,000 |
| EMPLOYMENT COLLABORATIVE | ||||||
| PO BOX 13716 | FAIRLAWN | OH | 44334 | NA | COMMUNITY SERVICE | $500 |
| ST PAUL LUTHERAN CHURCH & SCHOOL | ||||||
| 27993 DETOIT RD | WESTLAKE | OH | 44145 | NA | EPIPHANY PROJECTCOMMUNITY SERVICE | $9,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,919 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,645 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,249 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $32,644 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $38,894 | ExclusionAmt |
| Related Or Exempt Function Incm | $32,644 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,538 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 9 | FUNDRAISING IS THE PRIMARY MEANS BY WHICH THE ORGANIZATION IS ABLE TO |
| 9 | ACCOMPLISH ITS CIVIC AND EDUCATIONAL GOALS. |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORP FUND INV VWEHX 4204.6230 AVG 5.20 | $21,857 | $26,485 |
| VANGUARD IT INVESTMENT GRAD INV VFICX 2009.3490 AVG 9.58 | $19,255 | $12,858 |
| VANGUARD INTERNATIONAL GROWTH INV VWILX 579.9170 AVG 94.93 | $55,053 | $58,902 |
| VANGUARD MID CAP INDEX FUND ADM VIMAX 135.775 AVG 109.74 | $14,900 | $55,760 |
| VANGUARD REAL ESTATE INDEX ADMIRAL VGSLX 145.0620 AVG 124.53 | $18,065 | $17,786 |
| VANGUARD ST INVESTMENT GRADE INV VFSTX 4615.0920 AVG 10.64 | $49,124 | $45,830 |
| VANGUARD SMALL CAP INDEX FUND ADM VSMAX 417.1360 AVG 34.21 | $14,271 | $47,534 |
| VANGUARD STERM INF PRO SEC IDX ADM VTAPX 379.8930 AVG 24.52 | $9,315 | $9,013 |
| VANGUARD GROWTH AND INCOME ADM VGIAX 433.2960 AVG 81.87 | $35,474 | $68,002 |
| VANGUARD INFLATION PROTECT SEC INV VIPSX 886.1060 AVG 11.75 | $10,410 | $9,929 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGES | $229 |
| INSURANCE | $942 |
| OFFICE SUPPLIES | $84 |
| ADVERTISING | $5,475 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EARNINGS NET ACTIVITY | Desc |
| Amt | $15,250 | Amt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp (3 entries)
| CategoryCategoryTxt | Gross SalesGrossSalesAmt | Cost Of Goods SoldCostOfGoodsSoldAmt | NetNetAmt |
|---|---|---|---|
| ART FESTIVAL | $24,360 | $5,142 | $19,218 |
| GOLF OUTING | $22,555 | $11,404 | $11,151 |
| ROSE SALE | $5,800 | $3,525 | $2,275 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ST FILING FEES | $100 |
| FOREIGN TAX PAID | $75 |