THE FRANK HADLEY GINN AND CORNELIA: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE FRANK HADLEY GINN AND CORNELIA (EIN 34-6953379)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-31
- IRS object ID
- 201832129349100108
- Schema version
- 2017v2.3
- 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
- Dissolution Stmt
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-31T11:39:03-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341904516 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE D'AMORE TATMAN GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3659 GREEN ROAD SUITE 124 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346953379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANK HADLEY GINN AND CORNELIA | BusinessNameLine1Txt |
| Business Name Line2 | ROOT GINN CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 2163717603 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2341 ROXBORO ROAD | AddressLine1Txt |
| City | CLEVELAND HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY GINN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2163717603 | PhoneNum |
| Signature | 2018-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHRYN TATMAN CPA | PreparerPersonNm |
| PTIN | P00227930 | PTIN |
| Phone | 2163781550 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $35,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,554 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $412,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,166 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $367 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $367 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $916 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,886 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,886 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,760 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,729 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,168,481 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,168,481 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,193,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,729 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,168,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,119,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,437 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,237 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,098,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $673,871 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,799,450 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,799,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,799,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,799,450 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,799,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,119,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $319,594 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6.15 SHRS DFA US SMALL CAP VALUE PORT INSTL | P | 2016-12-15 | 2017-12-12 | $242 | $233 | $9 | $9 |
| 65.78 SHRS DFA US SMALL CAP VALUE PORT INSTL | P | 2016-12-15 | 2017-12-12 | $2,582 | $2,486 | $96 | $96 |
| .79 SHRS DFA US SMALL CAP VALUE PORT INSTL | P | 2017-03-30 | 2017-12-12 | $31 | $29 | $2 | $2 |
| 3.76 SHRS DFA US SMALL CAP VALUE PRT INSTL | P | 2017-06-29 | 2017-12-12 | $148 | $138 | $10 | $10 |
| 3.58 SHRS DFA US SMALL CAP VALUE PORT INSTL | P | 2017-09-28 | 2017-12-12 | $141 | $139 | $2 | $2 |
| 46.26 SHRS MERGER FUND INST | P | 2016-12-29 | 2017-10-23 | $743 | $720 | $23 | $23 |
| 1772.75 SHRS DFA US SMALL CAP VALUE PORT INSTL | P | 2015-04-27 | 2017-12-12 | $69,581 | $63,518 | $6,063 | $6,063 |
| 4.63 SHRS DFA US SMALL CAP VALUE PORT INSTL | P | 2016-06-29 | 2017-12-12 | $182 | $142 | $40 | $40 |
| .68 SHRS DFA US SMALL CAP VALUE PORT INSTL | P | 2016-09-29 | 2017-12-12 | $27 | $23 | $4 | $4 |
| 6951.82 SHRS GOTHAM ABSOLUTE RETURN INST | P | 2015-04-27 | 2017-10-23 | $98,837 | $95,258 | $3,579 | $3,579 |
| 745.75 SHRS HARBOR INTL FUND INST CL | P | 1947-02-04 | 2017-05-05 | $50,000 | $49,825 | $175 | $175 |
| 5188.06 SHRS MERGER FUND INST | P | 2016-03-30 | 2017-10-23 | $83,354 | $80,018 | $3,336 | $3,336 |
| 68.12 SHRS VANGUARD 500 INDEX FD ADMIRAL SHRS | P | 2014-02-05 | 2017-03-02 | $15,023 | $11,233 | $3,790 | $3,790 |
| 271.97 SHRS VANGUARD 500 INDEX FD ADMIRAL SHRS | P | 2015-04-27 | 2017-03-02 | $59,977 | $44,846 | $15,131 | $15,131 |
| 2284.74 SHRS WELLS FARGO ABSOLUTE RETURN INSTL | P | 2014-09-29 | 2017-05-05 | $25,000 | $25,432 | -$432 | -$432 |
| CAPITAL GAINS DIVIDENDS | P | $6,784 | $6,784 | $6,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,612 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $166,704 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,626,795 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063463 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,196 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,790,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064942 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $176,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,922,015 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060404 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $169,232 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,693,413 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062832 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,996 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,604,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063356 | DistributionYr5Rt |
| Total Distribution | 0.314997 | TotalDistributionRt |
| Average Distribution | 0.062999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,600,694 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $163,841 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $494 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $164,335 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,168,481 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $494 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $494 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,098 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,098 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $604 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $604 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (1) | 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 | GINNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | WALTER GINN | IndividualWithBooksNm |
| Phone | 2163717603 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2341 ROXBORO ROAD | AddressLine1Txt |
| City | CLEVELAND HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44106 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER P GINN | ||||||||
| 2341 ROXBORO ROAD | CLEVELAND HEIGHTS | OH | 44106 | TRUSTEE | 0.00 | $0 | $0 | $2,124 |
| ANNE L GINN | ||||||||
| 13940 CEDAR ROAD BOX 239 | UNIVERSITY HEIGHTS | OH | 441183204 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY C GINN | ||||||||
| 10303 GREENWOOD PLACE | OAKTON | VA | 22124 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PATRICIA G FEENEY | ||||||||
| 13940 CEDAR ROAD BOX 239 | UNIVERSITY HEIGHTS | OH | 441183204 | TRUSTEE | 0.00 | $0 | $0 | $1,077 |
| MEREDITH G CARR | ||||||||
| 13940 CEDAR ROAD BOX 239 | UNIVERSITY HEIGHTS | OH | 441183204 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TARA F VAN DE WYNKEL | ||||||||
| 13940 CEDAR ROAD BOX 239 | UNIVERSITY HEIGHTS | OH | 441183204 | TRUSTEE | 0.00 | $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 | $2,623,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,600 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,640,298 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,640,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,600,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $494 | TotalTaxAmt |
| Distributable Before Adj | $129,541 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,541 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,541 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,168,481 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,168,481 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $494 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,167,987 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,541 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $686 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,097 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,885 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $43,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,156 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $167,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,168,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,541 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,038,940 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,206,063 | 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 | $686 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,205,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,097 | ExcessFromYear4Amt |
| Excess From Year3 | $50,885 | ExcessFromYear3Amt |
| Excess From Year2 | $43,299 | ExcessFromYear2Amt |
| Excess From Year1 | $36,156 | ExcessFromYear1Amt |
| Excess From Current Year | $3,038,940 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA FEENEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13940 CEDAR ROAD BOX 239 | AddressLine1Txt |
| City | UNIVERSITY HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441183204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9523801452 | RecipientPhoneNum |
| Recipient Email Address | INFO@GINNFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | GRANT APPLICATIONS FROM ORGANIZATIONS IN CUYAHOGA COUNTY, OHIO SHOULD INCLUDE A CLEAR STATEMENT OF THE ORGANIZATION'S MISSION AND THE PURPOSE AND GOALS OF THE PROGRAM OR ACTIVITY TO BE FUNDED; ANTICIPATED LONG- AND SHORT- RANGE OUTCOMES; AND HOW THOSE OUTCOMES WILL BE MEASURED. PROVIDE A DESCRIPTION OF THE NEED, THE POPULATION TO BE SERVED, AND THE STATUS AND RESULTS OF THE PROGRAM TO-DATE. INCLUDE MOST RECENT ANNUAL REPORT AND PUBLICITY MATERIAL; A COPY OF AUDITED FINANCIAL STATEMENTS; CURRENT FISCAL YEAR BUDGET, INDICATED FUNDING BY MAJOR CATAGORIES; AND A COPY OF TAX EXEMPT STATEMENT ALONG WITH ANY OTHER MATERIALS THAT WOULD BE HELPFUL. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS THAT ARE POSTMARKED NO LATER THAN MARCH 15 OR SEPTEMBER 15 WILL BE CONSIDERED AT THE MI | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE MISSION OF THE GINN FOUNDATION IS TO ADDRESS EDUCATION AND COMMUNITY- BASED HEALTHCARE NEEDS THROUGH THE SUPPORT OF EFFECTIVE PROGRAMS AND SERVICES THAT BRING ABOUT LONG-TERM SOLUTIONS FOR INDIVIDUALS AND THE COMMUNITY, PRINCIPALLY IN CUYAHOGA COUNTY, OHIO. THE FOUNDATION WILL NOT FUND REQUESTS FOR SUPPORT OF ADVOCACY ACTIVITIES. NOR WILL IT MAKE GRANTS TO ENDOWMENT, CAPITAL OR ANNUAL FUND CAMPAIGNS. FINALLY, THE FOUNDATION WILL NOT FUND SPECIAL EVENTS OR ATTENDANCE AT CONFERENCES OR SYMPOSIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS HOPE GIRLS HOPE | |||||||
| 9619 GARFIELD BLVD | GARFIELD HEIGHTS | OH | 44125 | NONE | PUBLIC CHARITY | ACADEMY PROGRAM | $7,500 |
| CARE ALLIANCE HEALTH | |||||||
| 1530 ST CLAIR AVENUE | CLEVELAND | OH | 44114 | NONE | PUBLIC CHARITY | HOMELESS OUTREACHHOMELESS OUTREACH | $10,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 1228 EUCLID AVE SUITE 200 | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | STOPPING SEXUAL VIOLENCE PROGRAM | $9,000 |
| COMMUNITY HEALTH | |||||||
| 2611 W CHICAGO AVE | CHICAGO | IL | 60622 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORTGENERAL OPERATING SUPPORT | $7,500 |
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 EUCLID AVENUE | CLEVELAND | OH | 44114 | NONE | PUBLIC CHARITY | GREAT SCIENCE ACADEMY PROGRAM | $7,500 |
| HATHAWAY BROWN SCHOOL | |||||||
| 19600 NORTH PARK BLVD | SHAKER HEIGHTS | OH | 44122 | NONE | PUBLIC CHARITY | ASPIRE PROGRAM | $5,000 |
| RAINEY INSTITUTE | |||||||
| 1705 EAST 55TH STREET | CLEVELAND | OH | 44103 | NONE | PUBLIC CHARITY | SUMMER PROGRAM | $10,000 |
| SALVATION ARMY OF GREATER CLEVELAND | |||||||
| 2507 EAST 22ND STREET | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | LEARNING ZONE PROGRAM | $7,500 |
| STONEBROOK MONTESSORI SCHOOL | |||||||
| 975 EAST BLVD | CLEVELAND | OH | 44108 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 |
| BRIGHT BEGINNINGS | |||||||
| 128 M STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | HEALTH & THERAPEUTIC PROGRAM | $5,000 |
| CENTER FOR ARTS INSPIRED LEARNING | |||||||
| 10917 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | DANCING SPROUTS PROGRAM | $5,000 |
| CLEVELAND CHRISTIAN HOME | |||||||
| 1400 WEST 25TH STREET | CLEVELAND | OH | 44113 | NONE | PUBLIC CHARITY | SCHOOL BASED PROGRAM | $5,000 |
| CLEVELAND PLAY HOUSE | |||||||
| 1901 EAST 13TH STREET SUITE 200 | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | C.A.R.E. PROGRAM | $10,000 |
| CORNERSTONE | |||||||
| 1000 EAST 80TH STREET | BLOOMINGTON | MN | 55420 | NONE | PUBLIC CHARITY | CHILD, YOUTH AND FAMILY PROGRAM | $8,300 |
| FAMILY CONNECTIONS | |||||||
| 19824 SUSSEX ROAD | SHAKER HEIGHTS | OH | 44122 | NONE | PUBLIC CHARITY | FAMILY SCHOOL CONNECTIONS PROGRAM | $10,000 |
| GREATER CLEVELAND VOLUNTEERS | |||||||
| 4415 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44103 | NONE | PUBLIC CHARITY | AARP FOUNDATION EXPERIENCE CORP PROGRAM | $3,000 |
| MEDWORKS | |||||||
| 1950 RICHMOND ROAD TR205 | LYNDHURST | OH | 44124 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $9,000 |
| MAGNOLIA CLUBHOUSE | |||||||
| 11101 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| PREVENT BLINDNESS (OHIO) | |||||||
| 6803 MAYFIELD ROAD SUITE 111 | CLEVELAND | OH | 44124 | NONE | PUBLIC CHARITY | VISION OUTREACH PROGRAM | $5,000 |
| SEEDS OF LITERACY | |||||||
| 3104 WEST 25TH STREET 3RD FLOOR | CLEVELAND | OH | 44109 | NONE | PUBLIC CHARITY | ADULT LITERACY PROGRAM | $5,000 |
| TEACH FOR AMERICA | |||||||
| 3500 LORAIN AVENUE SUITE 400 | CLEVELAND | OH | 44113 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,500 |
| TOWARDS EMPLOYMENT | |||||||
| 1255 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | WORKADVANCE PROGRAM | $7,500 |
| CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVENUE SUITE 1300 | CLEVELAND | OH | 44115 | NONE | PUBLIC CHARITY | FULL TRANSFER OF ASSETS | $3,009,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,168,481 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,554 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $74,166 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,166 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVENUE SUITE 1300 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | SEE ATTACHED EXHIBIT A | ShortExplanationTxt |
| Dissolution | $3,009,181 | DissolutionAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TRANSFER OF ASSETS TO THE CLEVELAND FOUNDATION, A 501(C)3 PUBLIC CHARITY, FOR THE PURPOSE OF CONTINUING TO MAKE GRANTS FOR EDUCATION AND COMMUNITY-BASED HEALTH CARE PROGRAMS CONSISTENT WITH THE GRANTS MADE BY THE FRANK HADLEY GINN AND CORNELIA ROOT GINN CHARITABLE TRUST IN PRIOR YEARS. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $367 | LegalFeesAmt |
| Net Investment Income | $367 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES AND EXPENSE | $710 | $710 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $1,050 | $1,050 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON TRANSFER OF ASSETS TO CLEVELAND FOUNDATION | Desc |
| Amt | $319,594 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEES - INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $916 | Amt |
| Net Investment Income | $916 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |