THE CHAR AND CHUCK FOWLER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE CHAR AND CHUCK FOWLER FAMILY FOUNDATION (EIN 90-0035660)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-11
- IRS object ID
- 201832849349100103
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-11T07:28:14-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341965417 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNERSTONE FAMILY OFFICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DR 300 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 | 900035660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHAR AND CHUCK FOWLER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2163815896 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DRIVE NO 300 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES D FOWLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163815896 | PhoneNum |
| Signature | 2018-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CORNERSTONE FAMILY OFFICE LLC | PreparerPersonNm |
| PTIN | P00152568 | PTIN |
| Phone | 4404600460 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,488,843 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $288,998 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $288,998 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $462,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,926,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $142,233 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,926,605 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,044 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,044 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,682,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,682,758 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $82,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,847 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,159 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $44,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,777 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,574 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,299 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $233,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $153,666 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $414,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,443 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,279,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,279,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,694,739 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,443 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,279,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,011,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,526,315 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,149,373 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $552,480 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $552,480 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,835,548 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,511,745 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,460,204 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,277,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,315,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,628,293 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,983,466 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,006,982 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,780,723 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,085,801 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,950,529 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,067,141 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,331,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,337,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,488,843 | 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 | $34,331,634 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,337,705 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,331,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,337,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,331,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,337,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,331,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,011,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,052 | OtherIncreasesAmt |
| Subtotal | $30,337,705 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,337,705 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| MELLON #2860 | P | $210,339 | $210,339 | |
| MELLON #2860 | P | $910,973 | $910,973 | |
| MELLON #7810 | P | $185,650 | $185,650 | |
| MELLON #7810 | P | $545,226 | $545,226 | |
| MELLON #2600 | P | -$875 | -$875 | |
| MELLON #2600 | P | -$66,941 | -$66,941 | |
| CAPITAL GAINS DIVIDENDS | P | $142,233 | $142,233 | $142,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,926,605 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,438,315 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $37,677,610 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.197420 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,077,506 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,734,877 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089155 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,554,825 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,147,763 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.198268 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,780,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $44,730,854 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.173929 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,002,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,225,732 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064959 | DistributionYr5Rt |
| Total Distribution | 0.723731 | TotalDistributionRt |
| Average Distribution | 0.144746 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,756,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,175,597 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,263 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,200,860 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,279,750 | 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 | $25,263 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,263 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,263 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,553 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,553 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,290 | OverpaymentAmt |
| Applied To ES Tax | $20,290 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | WWW.FOWLERFAMILYFDN.ORG | WebsiteAddressTxt |
| Individual With Books | CORNERSTONE FAMILY OFFICE LLC | IndividualWithBooksNm |
| Phone | 4404600460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DRIVE SUITE 300 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| CHARLES D FOWLER | ||||||||
| 5885 LANDERBROOK DR 300 | MAYFIELD HEIGHTS | OH | 44124 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| CHARLOTTE A FOWLER | ||||||||
| 5885 LANDERBROOK DR 300 | MAYFIELD HEIGHTS | OH | 44124 | TREASURER & SECRETARY | 5.00 | $0 | $0 | $0 |
| CHANN FOWLER SPELLMAN | ||||||||
| 5885 LANDERBROOK DR 300 | MAYFIELD HEIGHTS | OH | 44124 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| HOLLEY FOWLER MARTENS | ||||||||
| 5885 LANDERBROOK DR 300 | MAYFIELD HEIGHTS | OH | 44124 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIDGET C DELEON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17600 HAMPTON PLACE | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 32.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $82,750 | CompensationAmt |
| Employee Benefits | $16,847 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $33,039,157 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,194,627 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,067,141 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,300,925 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,300,925 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $544,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,756,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,787,821 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,787,821 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,263 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,263 | TotalTaxAmt |
| Distributable Before Adj | $1,762,558 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,762,558 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,762,558 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,279,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,279,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,263 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,254,487 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,762,558 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $725,069 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,599,845 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,477,387 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,809,614 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,579,274 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $20,191,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,279,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,762,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,517,192 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,708,381 | 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 | $725,069 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,983,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,599,845 | ExcessFromYear4Amt |
| Excess From Year3 | $6,477,387 | ExcessFromYear3Amt |
| Excess From Year2 | $1,809,614 | ExcessFromYear2Amt |
| Excess From Year1 | $5,579,274 | ExcessFromYear1Amt |
| Excess From Current Year | $4,517,192 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES D FOWLER | ContributingManagerNm |
| Contributing Manager | CHARLOTTE A FOWLER | ContributingManagerNm |
| Contributing Manager | CHANN FOWLER SPELLMAN | ContributingManagerNm |
| Contributing Manager | HOLLEY FOWLER MARTENS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO CORNERSTONE FAMILY OFFICE LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DR 300 | AddressLine1Txt |
| City | MAYFIELD HTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2169064578 | RecipientPhoneNum |
| Recipient Email Address | GRANTS@FOWLERFAMILYFDN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (143 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICA SCORES CLEVELAND | |||||||
| 3631 PERKINS AVENUE STE 2CE | CLEVELAND | OH | 44114 | PUBLIC | LITERARY ARTS & HEALTH YOUTH DEVELOPMENT PROGRAM | $25,000 | |
| ART HOUSE INC | |||||||
| 3119 DENISON AVENUE | CLEVELAND | OH | 44109 | PUBLIC | URBAN BRIGHT ARTS-IN-EDUCATION | $7,500 | |
| ART THERAPY STUDIO | |||||||
| 12200 FAIRHILL ROAD | CLEVELAND | OH | 44120 | PUBLIC | DISCOVER THE ARTIST WITHIN YOU 2017 | $15,000 | |
| BARD COLLEGE | |||||||
| PO BOX 5000 | ANNANDALE ON HUDSON | NY | 12504 | PUBLIC | BARD HIGH SCHOOL EARLY COLLEGE | $75,000 | |
| BECK CENTER FOR THE ARTS | |||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | PUBLIC | GENERAL SUPPORTGENERAL SUPPORT | $80,000 | |
| BOYS & GIRLS CLUBS OF CLEVELAND | |||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | PUBLIC | AFTER SCHOOL ARTS PROGRAMMING | $15,000 | |
| BOYS HOPE GIRLS HOPE | |||||||
| 9619 GARFIELD BLVD | CLEVELAND | OH | 44125 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| BRITE CLEVELAND | |||||||
| PO BOX 6751 | CLEVELAND | OH | 44101 | PUBLIC | WINTER FESTIVAL | $10,000 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | PUBLIC | VARIOUS PROGRAMS | $1,050,000 | |
| CATHOLIC CHARITIES CORPORATION | |||||||
| 3135 EUCLID AVE STE 202 | CLEVELAND | OH | 44115 | PUBLIC | HEART OF THE STREET | $10,000 | |
| CENTER FOR APPLIED THEATRE AND ACTIVE CULTURE | |||||||
| 111 OVERWOOD ROAD | AKRON | OH | 44313 | PUBLIC | VARIOUS PROGRAMS | $10,000 | |
| CENTER FOR ARTS-INSPIRED LEARNING | |||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| CHORAL ARTS CLEVELAND | |||||||
| 3663 MAYFIELD ROAD | CLEVELAND HTS | OH | 44121 | PUBLIC | CAPACITY BUILDING | $2,500 | |
| CITY YEAR CLEVELAND | |||||||
| 820 PROSPECT AVE E | CLEVELAND | OH | 44115 | PUBLIC | EVERY CHILD CAN LEARN;WHOLE SCHOOL WHOLE CHILD | $50,000 | |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC | SCHOOL BASED HEALTH INITIATIVE | $25,000 | |
| CLEVELAND INSTITUTE OF ART | |||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC | FRAMING OUR FUTURE CAMPAIGNNEW COLLEGE OF ART AND DESIGN | $50,000 | |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | |||||||
| 2510 MARKET AVE | CLEVELAND | OH | 44113 | PUBLIC | FILMSLAM | $20,000 | |
| CLEVELAND METROPOLITAN SCHOOL DISTRICT | |||||||
| 1111 SUPERIOR AVE E SUITE 1800 | CLEVELAND | OH | 44114 | PUBLIC | VARIOUS PROGRAMS | $21,500 | |
| CLEVELAND MODERN DANCE ASSOCIATION DBA DANCE CLEVELAND | |||||||
| 13110 SHAKER BLVD 106 | CLEVELAND | OH | 44120 | PUBLIC | OUTREACH AND EDUCATION SURROUNDING DANCE PERFORMANCE | $7,500 | |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 526 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | PUBLIC | COMP APPROACHES TO SEXUAL VIOLENCE PREVENTION | $25,000 | |
| CLEVELAND SCHOOL OF THE ARTS | |||||||
| 2064 STEARNS ROAD | CLEVELAND | OH | 44106 | PUBLIC | NEW ARTS HIGH SCHOOL | $25,000 | |
| CLEVELAND TRANSFORMATION ALLIANCE | |||||||
| 1240 HURON ROAD E STE 400 | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| CLEVELAND ZOOLOGICAL SOCIETY | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | PUBLIC | ZOO EDUCATION ACCESS FOR UNDERSERVED YOUTH | $50,000 | |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| 50 PUBLIC SQUARE STE 1800 | CLEVELAND | OH | 44113 | PUBLIC | MENTORING PROGRAM | $25,000 | |
| CONSERVANCY FOR THE CUYAHOGA VALLEY NATIONAL PARK | |||||||
| 1403 WEST HINES HILL ROAD | PENINSULA | OH | 44264 | PUBLIC | OPERATING FOR ENVIRONMENTAL EDUCATION CENTER | $20,000 | |
| CSU FOUNDATION CLEVELAND ARTS EDUCATION CONSORTIUM | |||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | PUBLIC | CLEVELAND ARTS EDUCATION CONSORTIUM | $5,000 | |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | |||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | PUBLIC | TRI-C CREATIVE ARTS ACADEMY | $20,000 | |
| CUYAHOGA COUNTY PUBLIC LIBRARY | |||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | PUBLIC | SUMMER CAMPS | $25,000 | |
| DDC CLINIC | |||||||
| 14567 MADISON RD | MIDDLEFIELD | OH | 44062 | PUBLIC | PLAIN COMMUNITY RARE DISEASE PANELS | $50,000 | |
| DOWNTOWN CLEVELAND ALLIANCE | |||||||
| 1010 EUCLID AVE | CLEVELAND | OH | 44115 | PUBLIC | SPARK CITY HOP | $10,000 | |
| EDWINS LEADERSHIP & RESTAURANT INSTITUTE | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $40,000 | |
| EFFECTIVE LEADERSHIP ACADEMY | |||||||
| 4480 RICHMOND RD | WARRENSVILLE HTS | OH | 44122 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| ESPERANZA INC | |||||||
| 3104 W 25TH ST | CLEVELAND | OH | 44109 | PUBLIC | IMPROVING HISPANIC EDUCATION | $40,000 | |
| FACING HISTORY AND OURSELVES | |||||||
| 3091 MAYFIELD RD 320 | CLEVELAND HTS | OH | 44118 | PUBLIC | NEO SCHOOLS NETWORK | $20,000 | |
| FAMILY PROMISE OF GREATER CLEVELAND | |||||||
| 3470 EAST 152ND STREET | CLEVELAND | OH | 44120 | PUBLIC | HOMELESS SHELTER PLAYGROUND | $10,000 | |
| FIELDSTONE FARMS THERAPEUTIC RIDING CENTER | |||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | PUBLIC | RIDERSHIP PROGRAM | $25,000 | |
| FIRST DESCENTS | |||||||
| 3001 BRIGHTON BLVD STE 623 | DENVER | CO | 80216 | PUBLIC | OUTDOOR ADVENTURE PROGRAM/COMMUNITIES FOR YOUNG ADULTS | $40,000 | |
| FOSTERING HOPE | |||||||
| PO BOX 241073 | CLEVELAND | OH | 44124 | PUBLIC | HOPE GROWS HERE | $5,000 | |
| FRONT STEPS HOUSING AND SERVICES | |||||||
| 1545 WEST 25TH STREET | CLEVELAND | OH | 44113 | PUBLIC | ART THERAPY | $10,000 | |
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | PUBLIC | GREAT SCIENCE ACADEMY | $10,000 | |
| GREATER CLEVELAND CONGREGATIONS | |||||||
| 6114 FRANCIS AVE | CLEVELAND | OH | 44127 | PUBLIC | SUCCESSFUL SCHOOLS THROUGH PARENT ENGAGEMENT | $20,000 | |
| GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION | |||||||
| 3311 PERKINS AVE STE 200 | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORTM POWERMENT | $68,000 | |
| GROUNDWORKS DANCE THEATER | |||||||
| 13125 SHAKER SQUARE STE 102 | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| HEIGHTS ARTS | |||||||
| 2175 LEE ROAD | CLEVELAND HTS | OH | 44118 | PUBLIC | GENERAL SUPPORT | $7,500 | |
| HOSPICE OF THE WESTERN RESERVE | |||||||
| 17876 ST CLAIR AVE | CLEVELAND | OH | 44110 | PUBLIC | PALLATIVE CARE/LIFE ENRICHMENT FOR PEDIATRIC PATIENTS | $25,000 | |
| INLET DANCE THEATRE | |||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $10,000 | |
| KARAMU HOUSE | |||||||
| 2355 E 89TH ST | CLEVELAND | OH | 44106 | PUBLIC | ARTS EDUCATION | $50,000 | |
| LAKE ERIE INK | |||||||
| 2843 WASHINGTON BLVD | CLEVELAND HTS | OH | 44118 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| LAND STUDIO | |||||||
| 1939 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | PUBLIC | VARIOUS PROGRAMS | $525,000 | |
| LAWRENCE SCHOOL | |||||||
| 10036 OLDE EIGHT ROAD | SAGAMORE HILLS | OH | 44067 | PUBLIC | GREAT MINDS SCHOLAR PROGRAM | $15,000 | |
| LORAIN COUNTY BOYS AND GIRLS CLUB INC | |||||||
| 4111 PEARL AVENUE | LORAIN | OH | 44055 | PUBLIC | COMMUNITY ARTS OUTREACH INITIATIVE | $10,000 | |
| MALACHI HOUSE | |||||||
| 2810 CLINTON AVENUE | CLEVELAND | OH | 44113 | PUBLIC | RESIDENTIAL CARE FOR TERM III LOW INCOME AND HOMELESS | $25,000 | |
| MEDWORKS | |||||||
| 1950 RICHMOND ROAD TR205 | LYNDHURST | OH | 44124 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| MERRICK HOUSE | |||||||
| 1050 STARKWEATHER AVE | CLEVELAND | OH | 44113 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| MONTESSORI DEVELOPMENT PARTNERSHIPS | |||||||
| 13693 BUTTERNUT ROAD | BURTON | OH | 44021 | PUBLIC | STONEBROOK MONTESSORI SCHOOL | $25,000 | |
| MUSEUM OF CONTEMPORARY ART | |||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | PUBLIC | GENERAL SUPPORT | $25,000 | |
| MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | PUBLIC | MINDFUL MUSIC MOMENTS CLE | $15,000 | |
| NATURE CENTER AT SHAKER LAKES | |||||||
| 2600 S PARK BLVD | CLEVELAND | OH | 44120 | PUBLIC | ASK! PROGRAM FOR CLEVELAND SCHOOLS | $10,000 | |
| NEW AVENUES TO INDEPENDENCE | |||||||
| 17608 EUCLID AVENUE | CLEVELAND | OH | 44112 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| NEW BRIDGE CLEVELAND CENTER FOR ARTS & TECHNOLOGY | |||||||
| 3634 EUCLID AVENUE | CLEVELAND | OH | 44115 | PUBLIC | YOUTH ARTS PROGRAM | $5,000 | |
| NEW DIRECTIONS | |||||||
| 30800 CHAGRIN BLVD | CLEVELAND | OH | 44124 | PUBLIC | SUMMER EDUCATION PROGRAM | $10,000 | |
| PHILANTHROPY OHIO | |||||||
| 1111 SUPERIOR AVE SUITE 1112 | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| PIANO INTERNATIONAL ASSOCIATION OF NORTHERN OHIO | |||||||
| 20600 CHAGRIN BLVD 1110 | SHAKER HTS | OH | 44122 | PUBLIC | CLEVELAND INTL PIANO COMPETITION/COMMUNITY OUTREACH | $10,000 | |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVE STE 200 | CLEVELAND | OH | 44115 | PUBLIC | SENSORY FRIENDLY PROGRAMMING | $10,000 | |
| POLICY MATTERS OHIO | |||||||
| 3631 PERKINS AVENUE STE 4C EAST | CLEVELAND | OH | 44114 | PUBLIC | IMPROVING OPPORTUNITY FOR OH CHILDREN THROUGH BETTER EDUCATION POLICY | $25,000 | |
| POSITIVE EDUCATION PROGRAM | |||||||
| 3100 EUCLID AVENUE | CLEVELAND | OH | 44115 | PUBLIC | PEP'S ENTERPRISE SOLUTION | $40,000 | |
| PRETERM | |||||||
| 12000 SHAKER BLVD | CLEVELAND | OH | 44120 | PUBLIC | GENERAL SUPPORT | $50,000 | |
| PROGRESSIVE ARTS ALLIANCE | |||||||
| 3311 PERKINS AVE STE 300 | CLEVELAND | OH | 44114 | PUBLIC | STRATEGIC PLAN IMPLEMENTATION/GENERAL SUPPORT | $100,000 | |
| RAINEY INSTITUTE | |||||||
| 1705 E 55TH ST | CLEVELAND | OH | 44105 | PUBLIC | EL SISTEMA | $15,000 | |
| SAVE OUR CHILDREN | |||||||
| 1621 MIDDLE AVE | ELYRIA | OH | 44035 | PUBLIC | CULTURAL ARTS PROGRAM | $15,000 | |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH ST | CLEVELAND | OH | 44109 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| SHORE CULTURAL CENTRE | |||||||
| 291 E 222ND STREET | EUCLID | OH | 44123 | PUBLIC | EUCLID COMMUNITY PERFORMING ARTS | $10,000 | |
| SPACES | |||||||
| 2220 SUPERIOR VIA | CLEVELAND | OH | 44113 | PUBLIC | PROJECT SPACELIFT | $35,000 | |
| ST VINCENT CHARITY MEDICAL CENTER | |||||||
| 2351 E 22ND ST | CLEVELAND | OH | 44115 | PUBLIC | GENERL SUPPORT | $30,000 | |
| ST MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6111 LAUSCHE AVENUE | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORTGENERAL SUPPORT | $20,000 | |
| TALESPINNER CHILDREN'S THEATRE | |||||||
| 5209 DETROIT AVE | CLEVELAND | OH | 44102 | PUBLIC | OUTREACH PROGRAM AND TOUR | $5,000 | |
| TEACH FOR AMERICA NORTHEAST OHIO CLEVELAND | |||||||
| 3500 LORAIN AVE SUITE 400 | CLEVELAND | OH | 44113 | PUBLIC | SUPPORTING TEACH FOR AMERICA'S IMPACT IN GREATER CLEVELAND | $50,000 | |
| THE CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | PUBLIC | ARTLENS EXHIBITION | $500,000 | |
| THE EDUCATIONAL SERVICE CTR CUYAHOGA CTY | |||||||
| 6393 OAK TREE BLVD | INDEPENDENCE | OH | 44131 | PUBLIC | PRE4CLE | $10,000 | |
| THE LEGAL AID SOCIETY OF CLEVELAND | |||||||
| 1223 W 6TH ST | CLEVELAND | OH | 44113 | PUBLIC | ACCESS TO EDUCATION FOR CHILDREN THROUGH LEGAL AID | $20,000 | |
| THE ROCK AND ROLL HALL OF FAME AND MUSEUM | |||||||
| 1100 ROCK ROLL BLVD | CLEVELAND | OH | 44114 | PUBLIC | PRE-K AND K-12 EDUCATIONAL PROGRAMMING | $10,000 | |
| TWO FOUNDATION | |||||||
| 8410 EAST WASHINGTON ST | CHAGRIN FALLS | OH | 44023 | PUBLIC | TWO FOUNDATION;STAFFING FOR SUSTAINABILITY AND GROWTH | $20,000 | |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | PUBLIC | VARIOUS PROGRAMS | $1,243,750 | |
| UPCYCLE PARTS SHOP | |||||||
| 6419 ST CLAIR AVE | CLEVELAND | OH | 44103 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| VERB BALLETS | |||||||
| 3445 WARRENSVILLE CENTER RD | SHAKER HTS | OH | 44122 | PUBLIC | ENGAGE THE FUTURE 2017-2018 CHOREOGRAPHER SUPPORT | $10,000 | |
| WEATHERVANE COMMUNITY PLAYHOUSE | |||||||
| 1301 WEATHERVANE LANE | AKRON | OH | 44313 | PUBLIC | GENERAL SUPPORT | $1,000 | |
| WOMEN'S RECOVERY CENTER | |||||||
| 6209 STORER AVE | CLEVELAND | OH | 44102 | PUBLIC | INTRODUCING ARTINTRODUCING ART | $15,000 | |
| YOUTH CHALLENGE | |||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44145 | PUBLIC | GENERAL SUPPORTYOUTH EMPOWERMENT/LEADERSHIP PROGRAM | $10,000 | |
| YWCA | |||||||
| 4019 PROSPECT AVE | CLEVELAND | OH | 44103 | PUBLIC | OUTDOOR EDUCATION SPACE FOR EARLY LEARNING CENTER | $25,000 | |
| ZYGOTE PRESS INC | |||||||
| 1410 E 30TH STREET | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| ZENWORKS YOGA | |||||||
| 33565 BAINBRIDGE ROAD | SOLON | OH | 44139 | PUBLIC | SCHOOL BASED YOGA & MINDFULLNESS PROGRAM | $4,500 | |
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | PUBLIC | REFOREST OUR CITY | $50,000 | |
| WATERLOO ARTS | |||||||
| 15605 WATERLOO ROAD | CLEVELAND | OH | 44110 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| VISITING NURSE ASSOCIATION OF OHIO | |||||||
| 2500 E 22ND STREET | CLEVELAND | OH | 44115 | PUBLIC | GENERAL SUPPORT | $7,500 | |
| THEATER NINJAS | |||||||
| 5403 DETROIT AVE | CLEVELAND | OH | 44102 | PUBLIC | CADRE PROGRAM DEVELOPMENT | $5,000 | |
| THE UPSIDE OF DOWNS | |||||||
| 6533-B BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | PUBLIC | COMPREHENSIVE EDUCATIONAL PROGRAM | $5,000 | |
| THE SCULPTURE CENTER | |||||||
| 1834 E 123RD STREET | CLEVELAND | OH | 44106 | PUBLIC | FREE ART MAKING PROGRAM AT CIRCLE HEALTH | $5,000 | |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PUBLIC | GROWING WEST: DEEPENING OUR ROOTS | $25,000 | |
| CENTER FOR COMMUNITY SOLUTIONS | |||||||
| 1501 EUCLID AVE STE 310 | CLEVELAND | OH | 44115 | PUBLIC | VARIOUS PROGRAMS | $30,000 | |
| SUMMIT CHORAL SOCIETY | |||||||
| 50 S MAIN STREET | AKRON | OH | 44308 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| SHOES AND CLOTHES FOR KIDS | |||||||
| 3500 LORAIN AVE SUITE 301 | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| RUBBER CITY SHAKESPEARE COMPANY | |||||||
| 2207 ROMIG ROAD | AKRON | OH | 44320 | PUBLIC | GENERAL SUPPORT | $2,500 | |
| REFRESH COLLECTIVE | |||||||
| 2570 SUPERIOR AVE SUITE 403 | CLEVELAND | OH | 44115 | PUBLIC | FRESH CAMP EXPANSION TO EAST CLEVELAND | $10,000 | |
| PROFESSIONAL FLAIR DBA DANCING WHEELS | |||||||
| 3615 EUCLID AVE 3RD FLOOR | CLEVELAND | OH | 44115 | PUBLIC | COMMUNITY OUTREACH & EDUCATION | $10,000 | |
| PLAYWRIGHTS LOCAL 4181 | |||||||
| 397 E 156TH STREET | CLEVELAND | OH | 44110 | PUBLIC | GENERAL SUPPORT | $2,500 | |
| NORTH POINTE BALLET | |||||||
| 617 BROADWAY AVENUE | LORAIN | OH | 44052 | PUBLIC | SENSORY-FRIENDLY PERFORMANCES | $5,000 | |
| NORTH COAST HEALTH | |||||||
| 16110 DETROIT ROAD | LAKEWOOD | OH | 44107 | PUBLIC | GENERAL SUPPORT | $20,000 | |
| NATIONAL INVENTORS HALL OF FAME | |||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44720 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| MAGNET | |||||||
| 1768 E 25TH STREET | CLEVELAND | OH | 44114 | PUBLIC | REVITALIZING URBAN EDUCATION-EARLY COLLEGE CAREER PROGRAM | $15,000 | |
| MALTZ MUSEUM OF JEWISH HERITAGE | |||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PUBLIC | STOP THE HATE YOUTH SING OUT | $5,000 | |
| MAGNOLIA CLUBHOUSE | |||||||
| 11101 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PUBLIC | COLLABORATIVE CARE | $10,000 | |
| LUTHERAN METROPOLITAN MINISTRY | |||||||
| 4515 SUPERIOR AVE | CLEVELAND | OH | 44103 | PUBLIC | EXPANDING ACCESS TO THE ARTS AT ASPR | $15,000 | |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| 350 S LINCOLN STREET | KENT | OH | 44242 | PUBLIC | MOOS COMMUNITY PILOT | $20,000 | |
| JOYFUL NOISE NEIGHBORHOOD MUSIC SCHOOL | |||||||
| 10616 LINNET AVENUE | CLEVELAND | OH | 44111 | PUBLIC | GENERAL SUPPORT | $3,000 | |
| INVEST IN CHILDREN | |||||||
| 8111 QUINCY AVENUE 2ND FLOOR | CLEVELAND | OH | 44104 | PUBLIC | SPARK PROGRAM - MARION STERLING ELEMENTARY SCHOOLSPARK PROGRAM | $25,000 | |
| IWASM | |||||||
| 1501 N MARGINAL ROAD | CLEVELAND | OH | 44114 | PUBLIC | ROCKET DAY | $1,000 | |
| GLOBAL AMBASSADORS LANGUAGE ACADEMY | |||||||
| 13442 LORAIN AVE | CLEVELAND | OH | 44111 | PUBLIC | MANDARIN IMMERSION PROGRAM STUDENT SUPPORT | $10,000 | |
| GEAUGA LYRIC THEATER GUILD | |||||||
| 101 WATER STREET | CHARDON | OH | 44024 | PUBLIC | THE PRODUCER'S APPRENTICE | $2,000 | |
| FRONT EXHIBITION COMPANY | |||||||
| 1460 W 29TH STREET | CLEVELAND | OH | 44113 | PUBLIC | CANVAS CITY MURAL PROJECT | $125,000 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 3615 EUCLID AVE 3103A | CLEVELAND | OH | 44114 | PUBLIC | GENERAL SUPPORT | $250,000 | |
| ELIZA BRYANT VILLAGE | |||||||
| 7201 WADE PARK AVE | CLEVELAND | OH | 44103 | PUBLIC | STAFF SCHEDULING & EE ENGAGEMENT SOFTWARE | $30,000 | |
| DANCEVERT | |||||||
| 71 EAST 214 ST | EUCLID | OH | 44123 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| CRITICAL MASS | |||||||
| 80 M STEET SE | WASHINGTON | DC | 20003 | PUBLIC | MISSION CONTROL | $10,000 | |
| CEI | |||||||
| 31300 SOLON ROAD SUITE 1 | SOLON | OH | 44139 | PUBLIC | RICHARDS LEARING SYSTEMS READING CURRICULUM VIDEO | $10,000 | |
| CONTEMPORARY YOUTH ORCHESTRA | |||||||
| 12210 EUCLID AVENUE | CLEVELAND | OH | 44106 | PUBLIC | CAPACITY BUILDING | $5,000 | |
| CLEVELAND PUBLIC THEATRE | |||||||
| 6415 DETROIT ROAD | CLEVELAND | OH | 44102 | PUBLIC | BRICK CITY THEATRE & STUDENT THEATRE ENRICHMENT PROGRAM | $25,000 | |
| CLEVELAND PRINT ROOM | |||||||
| 2550 SUPERIOR AVE | CLEVELAND | OH | 44114 | PUBLIC | MULTIPLE EXPOSURE ARTS MASTER SUMMER PROGRAM | $10,000 | |
| CLEVELAND INSTITUTE OF MUSIC | |||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | PUBLIC | CIM AND CMSD EDUCATIONAL COLLABORATION | $15,000 | |
| CLEVELAND CORD BLOOD CENTER | |||||||
| 25001 EMERY ROAD 150 | CLEVELAND | OH | 44128 | PUBLIC | TREATMENT OF ADOLESCENT TYPE 1 DIABETES | $20,000 | |
| CHAGRIN VALLEY LITTLE THEATRE | |||||||
| 40 RIVER STREET | CHAGRIN FALLS | OH | 44022 | PUBLIC | ACCENT ON YOUTH AOY | $2,500 | |
| CARE ALLIANCE HEALTH CENTER | |||||||
| 1530 ST CLAIR AVE | CLEVELAND | OH | 44114 | PUBLIC | SCHOOL BASED HEALTH EXPANSION | $30,000 | |
| BUSINESS VOLUNTEERS UNLIMITED | |||||||
| 1300 E 9TH STREET 1805 | CLEVELAND | OH | 44114 | PUBLIC | CAPACITY BUILDING | $25,000 | |
| BURNING RIVER FOUNDATION | |||||||
| 1947 W 28TH STREET | CLEVELAND | OH | 44113 | PUBLIC | FESTIVAL SUPPORT | $10,000 | |
| BROADWAY SCHOOL OF MUSIC AND THE ARTS | |||||||
| 5415 BROADWAY AVE | CLEVELAND | OH | 44127 | PUBLIC | GENERAL SUPPORT | $15,000 | |
| BELLEAIRE PURITAS DEVELOPMENT CORP | |||||||
| 14703 PURITAS AVE | CLEVELAND | OH | 44135 | PUBLIC | AFTER SCHOOL PROGRAM | $10,000 | |
| BAY ARTS | |||||||
| 28795 LAKE ROAD | BAY VILLAGE | OH | 44140 | PUBLIC | CUBAN ARTS AND CULTURE FESTIVAL | $3,000 | |
| BALLET IN THE CITY | |||||||
| 198 PORTAGE TRAIL EXTENSION W SUITE | CUYAHOGA FALLS | OH | 44223 | PUBLIC | GUYS DANCE TOO MASTER CLASS | $2,000 | 100 |
| BALDWIN WALLACE UNIVERSITY | |||||||
| 275 EASTLAND ROAD | BEREA | OH | 44017 | PUBLIC | SCHOLARS PROGRAM | $10,000 | |
| ART RENAISSANCE TREMONT | |||||||
| 2592 W 14TH STREET | CLEVELAND | OH | 44113 | PUBLIC | GENERAL SUPPORT | $5,000 | |
| AKRON SOUL TRAIN | |||||||
| 121 SOUTH MAIN STREET SUITE 500 | AKRON | OH | 44308 | PUBLIC | GENERAL SUPPORT | $7,500 | |
| ADOPTION NETWORK | |||||||
| 4614 PROSPECT AVE E 550 | CLEVELAND | OH | 44103 | PUBLIC | BRIDGE FUNDING | $20,000 | |
| A KID AGAIN | |||||||
| 9347 RAVENNA ROAD | TWINSBURG | OH | 44087 | PUBLIC | PROGRAM SUPPORT ADVENTURES | $7,500 | |
| LAKE RIDGE ACADEMY | |||||||
| 37501 CENTER RIDGE ROAD | NORTH RIDGEVILLE | OH | 44039 | PUBLIC | VARIOUS GIFTS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,279,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $288,998 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,111 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,044 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,926,605 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,682,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,682,758 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,159 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MELLON #7810 - TAXABLE BONDS | $3,189,685 | $3,045,252 |
| MELLON #2860 - TAXABLE BONDS | $5,817,297 | $5,735,471 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MELLON #7810 - STOCKS | $4,507,168 | $5,506,993 |
| MELLON #2860 - STOCKS | $7,540,896 | $8,493,047 |
| MELLON #2600 - STOCKS | $1,267,903 | $1,628,253 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $5,511,745 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $5,460,204 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEGACY CAPITAL PARTNERS FUND IV | AT COST | $263,784 | $263,784 |
| NANTUCKET INSTITUTIONAL FUND | AT COST | $1,500,000 | $1,616,612 |
| NORTH COAST VENTURE FUND | AT COST | $186,745 | $186,745 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $153,666 | $153,666 | $0 |
| DUES AND SUBSCRIPTIONS | $8,651 | $0 | $0 |
| OFFICE EXPENSE | $8,828 | $0 | $0 |
| PARKING | $215 | $0 | $0 |
| WORKERS COMPENSATION | $133 | $0 | $0 |
| PAYROLL EXPENSES | $2,930 | $0 | $0 |
| LOSS FROM PARTNERSHIP | $58,688 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $5,044 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,044 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX TIMING DIFFERENCES | Desc |
| Amt | $18,052 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,777 | $2,777 | $0 |
| FEDERAL TAXES | $34,000 | $0 | $0 |
| STATE TAXES | $1,142 | $0 | $0 |
| PAYROLL TAXES | $6,330 | $0 | $0 |