TRIPLE T FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRIPLE T FOUNDATION (EIN 34-1811968)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-15
- IRS object ID
- 202542889349100509
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-15T07:36:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341310124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE RD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | 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 | 341811968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIPLE T FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIP | BusinessNameControlTxt |
| Phone | 2166894480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 800 | AddressLine1Txt |
| City | CHARDON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN JONES | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2166894480 | PhoneNum |
| Signature | 2025-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA A ORENICH CPA | PreparerPersonNm |
| PTIN | P01302117 | PTIN |
| Phone | 2165732330 | PhoneNum |
| Preparation | 2025-10-03 | 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 | $42,344,354 | 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 | $289,930 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45,592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45,592 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $701,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $701,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,227,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,399,803 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,227,662 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,790 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $878 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,271,121 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,975,279 | 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 |
| Legal Fees Rev And Expnss | $1,418 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,418 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,645 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $175,161 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $174,961 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,062 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,693 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $221,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181,654 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,773,178 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,773,178 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,994,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181,654 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,785,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $276,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,793,625 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $171,799 | CashBOYAmt |
| Cash EOY | $53,764 | CashEOYAmt |
| Cash EOYFMV | $53,764 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $456,719 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $858,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $858,742 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,482,831 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,270,001 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,888,755 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,170,108 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,628,409 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,543,093 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,281,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,810,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,344,354 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $17,281,457 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,810,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,281,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,810,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,281,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,810,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,281,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $276,457 | ExcessRevenueOverExpensesAmt |
| Other Increases | $253,002 | OtherIncreasesAmt |
| Subtotal | $17,810,916 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,810,916 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,177 | $2,177 | ||
| PUBLICLY TRADED SECURITIES | P | $6,513 | $6,513 | ||
| PUBLICLY TRADED SECURITIES | P | $1,206,498 | $1,206,498 | $1,399,803 | $193,305 |
| KEY PRIVATE BANK CAP GAIN | P | $12,474 | $12,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,227,662 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,931 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,931 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,176 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,176 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,245 | OverpaymentAmt |
| Applied To ES Tax | $8,245 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | REA ASSOCIATES | IndividualWithBooksNm |
| Phone | 2165732330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE ROAD SUITE 100 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44130 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ALISON JONES | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| WARREN JONES | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDITH BASTIAN | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN NORDELL | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,811,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $881,937 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,693,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,693,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $625,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,068,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,053,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,053,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,931 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,032 | IncomeTaxAmt |
| Total Tax | $25,963 | TotalTaxAmt |
| Distributable Before Adj | $2,027,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,027,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,027,447 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,785,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,785,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,027,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,756,684 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,785,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,756,684 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,757 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,998,690 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (194 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YELLOWSTONE FOREVER | ||||||||
| PO BOX 1857 | BOZEMAN | MT | 597711857 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | N/A | 501(C)(3) | GENERAL PURPOSES | $13,500 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL PURPOSES | $60,000 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| WESTERN RESERVE LAND CONSERVANCY | ||||||||
| 3850 CHAGRIN RIV ER ROAD | MORELAND HILLS | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $32,550 | |
| WESTERN RESERVE HISTORICAL SOCIETY | ||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 441061788 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| WASHINGTON UNIVERSITY | ||||||||
| ONE BROOKINGS DRIVE CAMPUS BOX 1082 | ST LOUIS | MO | 63130 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| VOTERIDERS | ||||||||
| 171 PIER AVENUER313 | SANTA MONICA | CA | 90405 | N/A | 501(C)(3) | GENERAL PURPOSES | $200 | |
| VOCATIONAL GUIDANCE SERVICES | ||||||||
| 2239 EAST 55TH STREET | CLEVELAND | OH | 44103 | N/A | 501(C)(3) | PUBLIC BENEFIT | $1,000 | |
| VILLAGE OF WAITE HILL | ||||||||
| 7215 EAGLE ROAD | WAITE HILL | OH | 44094 | N/A | 501(C)(1) | PUBLIC BENEFIT | $3,000 | |
| UPPER VALLEY SNOWSPORTS FOUNDATION | ||||||||
| 160 WHALEBACK MOUNTAIN RD | ENFIELD | NH | 03748 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $14,750 | |
| UNICEF | ||||||||
| 125 MALDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,500 | |
| UNHCR | ||||||||
| 1310 L STREET NW SUITE 450 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| UKRAINE HOUSE DC FOUNDATION | ||||||||
| 2134 KALORAMA ROAD NW | WASHINGTON | DC | 20008 | N/A | 501(C)(3) | GENERAL PURPOSES | $150,000 | |
| USROWING ASSOCIATION | ||||||||
| PO BOX 95000 - LB 2162 | PHILADELPHIA | PA | 191950001 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,300 | |
| US EQUESTRIAN TEAM FOUNDATION | ||||||||
| PO BOX 355 | GLADSTONE | NJ | 079349955 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 191045099 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,100 | |
| TRUSTEES OF RESERVATIONS | ||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | N/A | 501(C)(3) | GENERAL PURPOSES | $25,250 | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 881 COMMONWEALTH AVENUE 4TH FL | BOSTON | MA | 022151390 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| TIGER HAVEN | ||||||||
| 237 HARVEY ROAD | KINGSTON | TN | 37763 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| THE WINSOR SCHOOL | ||||||||
| 103 PILGRIM ROAD | BOSTON | OH | 02215 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,500 | |
| THE WILDERNESS SOCIETY | ||||||||
| 1801 PENNSYLVANIA AVE NW STE 200 | WASHINGTON | DC | 20006 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| THE UNION CLUB FOUNDATION | ||||||||
| 1211 EUCLID AVENUE | CLEVELAND | OH | 441151865 | N/A | 501(C)(3) | GENERAL PURPOSES | $6,000 | |
| THE SHRINERS HOSPITAL FOR CHILDREN | ||||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| THE NATURE CONSERVANCY INC OHIO CHAPTER | ||||||||
| 6375 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| THE NATURE CONSERVANCY INC | ||||||||
| 4245 NORTH FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 222031606 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| THE MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD | SAUSOLITO | CA | 949652619 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| THE JED FOUNDATION | ||||||||
| PO BOX 412945 | BOSTON | MA | 02241 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| THE JAPAN SOCIETY OF BOSTON | ||||||||
| 50 MILK STREET 18TH FL | BOSTON | MA | 021095003 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| THE ELEPHANT SANCTUARY | ||||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| TACTICAL REINTEGRATION PROJECT | ||||||||
| 213 BOYLSTON ST | BROOKLINE | MA | 024457642 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| SWIM ACROSS AMERICA | ||||||||
| 8508 PARK ROAD 389 | CHARLOTTE | NC | 28210 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| SUSAN G HOMEN BREAST CANCER FOUNDATION | ||||||||
| PO BOX 660843 | DALLAS | TX | 752660843 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| SUMMER ON THE CUYAHOGA | ||||||||
| PO BOX 110662 | CLEVELAND | OH | 44111 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| ST HUBERT'S CHAPEL | ||||||||
| 8870 BALDWIN ROAD | KIRTLAND | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,100 | |
| SPCA INTERNATIONAL | ||||||||
| PO BOX 8682 | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| SOUL FIRE FARM INSTITUTE | ||||||||
| 1972 NY HWY 2 | PETERSBURRG | NY | 12138 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| SMITH COLLEGE | ||||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| SALVATION ARMY | ||||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | |
| SAINT ANN'S SCHOOL | ||||||||
| 129 PIERREPONT STREET | BROOKLYN HEIGHTS | NY | 11201 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,200 | |
| ROCK AND ROLL HALL OF FAME AND MUSEUM | ||||||||
| 1100 ROCK AND ROLL BLVD | CLEVELAND | OH | 44114 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| RID-ALL FOUNDATION | ||||||||
| 25411 TRYON ROAD | OAKWOOD VILLAGE | OH | 44146 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,500 | |
| REGENERATIVE AGRICULTURE FOUNDATION | ||||||||
| PO BOX 7276 | MINNEAPOLIS | MN | 554079998 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| RED OAK CAMP | ||||||||
| 9057 KIRTLAND-CHARDON ROAD | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $537,688 | |
| RAZOM INC | ||||||||
| PO BOX 24150 | NEW YORK | NY | 100874150 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| PUPPIES BEHIND BARS | ||||||||
| 263 WEST 38TH STREET 4TH FL | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH FL | NEW YORK | NY | 10013 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| PROJECT HOPE | ||||||||
| 1220 19TH STREET NW ST 800 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL PURPOSES | $11,000 | |
| PRIDEROCK WILDLIFE REFUGE | ||||||||
| PO BOX 1594 | TERRELL | TX | 75160 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,200 | |
| PLAYHOUSE SQUARE FOUNDATION | ||||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| PLANTPURE COMMUNITIES | ||||||||
| 101 EAST CLAY STREET | MEBANE | NC | 27302 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| PINE HARBOR CHRISTIAN ACADEMY | ||||||||
| 11125 WEST POINT DOUGLAS ROAD | HASTINGS | MN | 55033 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 024722751 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | |
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS | ||||||||
| 501 FRONT STREET | NORFORK | VA | 23510 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| PARKSIDE CHURCH | ||||||||
| 7100 PETTIBONE ROAD | CHAGRIN FALLS | OH | 44023 | N/A | 501(C)(3) | GENERAL PURPOSES | $6,300 | |
| PAN-MASS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW 8TH FL | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| NOVA UKRAINE | ||||||||
| 963 MEARS CT | STANFORD | CA | 94305 | N/A | 501(C)(3) | GENERAL PURPOSES | $50,000 | |
| NOTRE DAME SCHOOL | ||||||||
| 13000 AUBURN ROAD | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | |
| NEW ENGLAND MOUNTAIN BIKE ASSOCIATION | ||||||||
| PO BOX 2221 | ACTON | MA | 017206221 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| NEW ENGLAND AQUARIUM | ||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | |
| NEADS | ||||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | |
| NATIVE PLANT TRUST | ||||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| NATIONAL ROWING FOUNDATION INC | ||||||||
| 67 MYSTIC ROAD | STONINGTON | CT | 06359 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 111 VERMONT AVENUE NW SUITE 200 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | ||||||||
| 284 LINCOLN STREET | LANDER | WY | 825202848 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,700 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | |
| MSPCA-ANGELL | ||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,200 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | N/A | 501(C)(3) | GENERAL PURPOSES | $11,000 | |
| MERCY CORPS | ||||||||
| PO BOX 37800 | BOONE | IA | 50037 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| MASSARO COMMUNITY FARM | ||||||||
| 41 FORD ROAD | WOODRIDGE | CT | 065251727 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | |
| MASSACHUSETTS EYE AND EAR INFIRMARY | ||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| MASSACHUSETTS AUDUBON SOCIETY | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | |
| MARINE CORPS HERITAGE FOUNDATION | ||||||||
| 18900 JEFFERSON DAVIS HWY | TRIANGLE | VA | 221721938 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| MADISON PUBLIC LIBRARY | ||||||||
| 6111 MIDDLE RIDGE RD | MADISON | OH | 44057 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | |
| MADEIRA SCHOOL | ||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | 501(C)(3) | GENERAL PURPOSES | $55,000 | |
| LEWA WILDLIFE CONSERVANCY | ||||||||
| PO BOX 23860 | NEW YORK | NY | 100873860 | N/A | 501(C)(3) | GENERAL PURPOSES | $200 | |
| LAKEVIEW CEMETERY FOUNDATION | ||||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $6,000 | |
| LAKE ERIE COLLEGE | ||||||||
| 391 W WASHINGTON STREET | PAINESVILLE | OH | 44077 | N/A | 501(C)(3) | GENERAL PURPOSES | $25,000 | |
| KISS THE GROUND | ||||||||
| PO BOX 515381 PMB 63508 | LOS ANGELES | CA | 900516681 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| KIDS HOPE USA | ||||||||
| 201 W WASHINGTON AVENUE SUITE 20 | ZEELAND | MI | 494641086 | N/A | 501(C)(3) | GENERAL PURPOSES | $9,000 | |
| JULIE BILLIART SCHOOL | ||||||||
| 4982 CLUBSIDE ROAD | LYNDHURST | OH | 441242596 | N/A | 501(C)(3) | GENERAL PURPOSES | $21,000 | |
| INTERNATIONAL MEDICAL CORP | ||||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 911992156 | N/A | 501(C)(3) | GENERAL PURPOSES | $60,000 | |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | ||||||||
| 303 E WACKER DRIVE STE 2300 | CHICAGO | IL | 606015224 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| HUMANE SOCIETY INTERNATIONAL | ||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | ||||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| HORSES AND HUMANS RESEARCH FOUNDATION TRUST | ||||||||
| PO BOX 480 | CHAGRIN FALLS | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| HOPEWELL INN INC | ||||||||
| P O BOX 193 | MESOPOTAMIA | OH | 44439 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| HOLDEN FORESTS AND GARDENS | ||||||||
| 9500 SPERRY ROAD | KIRTLAND | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $37,500 | |
| HIRAM HOUSE | ||||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 440221399 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | |
| HERSHEY MONTESSORI SCHOOL | ||||||||
| 10229 PROUTY ROAD | PAINESVILLE | OH | 440772109 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| HATHAWAY BROWN SCHOOL | ||||||||
| 19600 NORTH PARK BLVD | SHAKER HEIGHTS | OH | 44122 | N/A | 501(C)(3) | GENERAL PURPOSES | $25,500 | |
| HALE RESERVATION INC | ||||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | N/A | 501(C)(3) | GENERAL PURPOSES | $25,000 | |
| GUILDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| GREATER CLEVELAND AQUARIUM EDUCATION FUND | ||||||||
| 2000 SYCAMORE STREET | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| GREATER BOSTON STAGE COMPANY | ||||||||
| 395 MAIN STREET | STONEHAM | MA | 021903514 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| GREAT LAKES SCIENCE CENTER | ||||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| GLOBAL GIVING | ||||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| GEAUGA HUMANE SOCIETY | ||||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 440729646 | N/A | 501(C)(3) | GENERAL PURPOSES | $12,000 | |
| GEAUGA COUNTY LIBRARY FOUNDATION | ||||||||
| 12701 RAVENWOOD DRIVE | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,820 | |
| GEAUGA COUNTY 4-H | ||||||||
| PO BOX 387 | BURTON | OH | 44021 | N/A | 501(C)(3) | GENERAL PURPOSES | $200 | |
| GATES MILLS LAND CONSERVANCY | ||||||||
| PO BOX 13 | GATES MILLS | OH | 44040 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| GATES MILLS IMPROVEMENT SOCIETY | ||||||||
| PO BOX 354 | GATES MILLS | OH | 440400354 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| GATES MILLS HISTORICAL SOCIETY | ||||||||
| PO BOX 191 | GATES MILLS | OH | 44040 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| GALAPAGOS CONSERVANCY | ||||||||
| 1630 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20009 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | 300 |
| FRIENDS OF THE CORNELL LAB OF ORNITHOLOGY | ||||||||
| 400 ATLANTIC ST 4TH FL | STAMFORD | CT | 069013522 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| FRIENDS OF DOVER LIBRARY | ||||||||
| PO BOX 669 | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| FRIENDS OF ANIMALS | ||||||||
| 777 POST ROAD SUITE 205 | DARIEN | CT | 06820 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| FOUR PAWS INTERNATIONAL | ||||||||
| 36 BROMFIELD ST STE 410 | BOSTON | MA | 021085208 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| FOOTPATH FOUNDATION | ||||||||
| 2839 WATERFALL WAY | WESTLAKE | OH | 441456866 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | |
| FOOD TANK THE THINK TANK FOR FOOD | ||||||||
| 1915 BANK STREET | BALTIMORE | MD | 21231 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| FINE ARTS ASSOCIATION | ||||||||
| 38660 MENTOR AVENUE | WILLOUGHBY | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $6,000 | |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | ||||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | N/A | 501(C)(3) | GENERAL PURPOSES | $30,000 | |
| ESSELSTYN FAMILY FOUNDATION | ||||||||
| 3 PEPPER RIDGE ROAD | CLEVELAND | OH | 441244904 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| EQUINE LAND CONSERVATION RESOURCE | ||||||||
| 4037 IRON WORK PARKWAY SUITE120 | LEXINGTON | KY | 405118462 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH 11TH FL | NEW YORK | NY | 10010 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| ELECTRONIC FRONTIER FOUNDATION | ||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| DUCKS UNLIMITED | ||||||||
| 1 WATERTOWN WAY | MEMPHIS | TN | 381202350 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| DOVER LAND CONSERVATION TRUST | ||||||||
| PO BOX 562 | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $25,000 | |
| DOVER HISTORICAL SOCIETY INC | ||||||||
| P O BOX 534 | DOVER | MA | 020300534 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,500 | |
| DIVERS ALERT NETWORK | ||||||||
| 6 WEST COLONY PLACE | DURHAM | NC | 277055588 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| DIDI HIRSCH PSYCHIATRIC SERVICE | ||||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| DEFENDERS OF WILDLIFE | ||||||||
| 1130 17TH STREET NW | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,100 | |
| D C CENTRAL KITCHEN | ||||||||
| PO BOX 417406 | BOSTON | MA | 022417406 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,500 | |
| CULTURAL ALLIANCE OF MEDFIELD | ||||||||
| 3 ALDER ROAD | MEFDFIELD | MA | 020523101 | N/A | 501(C)(3) | GENERAL PURPOSES | $28,000 | |
| COUNTRY MUSIC FOUNDATION | ||||||||
| 222 5TH AVENUE S | NASHVILLE | TN | 37203 | N/A | 501(C)(3) | GENERAL PURPOSES | $22,000 | |
| COMMUNITY ROWING INC | ||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 021352448 | N/A | 501(C)(3) | GENERAL PURPOSES | $7,800 | |
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,500 | |
| CLEVELAND ROWING FOUNDATION | ||||||||
| 1003 BRITISH STREET | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $51,500 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | |
| CLEVELAND METROPARKS | ||||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44144 | N/A | 501(C)(1) | PUBLIC BENEFIT | $1,000 | |
| CLEVELAND HEARING AND SPEECH CENTER | ||||||||
| 11206 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $53,000 | |
| CLEVELAND FOUNDRY | ||||||||
| 1831 COLUMBUS ROAD | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 9500 EUCLID AVENUE DVB-103 | CLEVELAND | OH | 44195 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| CLEVELAND BOTANICAL GARDEN | ||||||||
| 11030 EAST BLVD | CLEVELAND | OH | 441061706 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | |
| CHILDREN'S CENTER FOR COMMUNICATION | ||||||||
| 6 ECHO AVENUE | BEVERLY | MA | 01915 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | |
| CHARLES RIVER WATERSHED ASSOCIATION | ||||||||
| 41 WEST STREET FL 8 | BOSTON | MA | 02111 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| CHARLES RIVER SCHOOL | ||||||||
| 56 CENTER STREET | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $11,000 | |
| CHARITY NAVIGATOR | ||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | 501(C)(3) | GENERAL PURPOSES | $200 | |
| CHARDON FIRE DEPARTMENT | ||||||||
| 110 SOUTH HAMBDEN STREET | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,970 | |
| CENTER FOR TECHNOLOGY AND CIVIC LIFE | ||||||||
| 233 N MICHIGAN AVE STE 1800 | CHICAGO | IL | 60601 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| CELEBRITY SERIES OF BOSTON INC | ||||||||
| 20 PARK PLACE SUITE 1032 | BOSTON | MA | 02116 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| CATALYST FOR PEACE | ||||||||
| 50 EXCHANGE STREET 3 | PORTLAND | ME | 04101 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10950 EUCLID AVENUE ROOM 212 | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,500 | |
| CARE | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 221168070 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| CAMBRIDGE IN AMERICA - JAF BLG | ||||||||
| PO BOX 9123 | NEW YORK | NY | 100879123 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,200 | |
| CALVARY HOSPITAL | ||||||||
| 1740 EASTCHESTER ROAD | THE BRONX | NY | 10461 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| BROOKWOOD SCHOOL | ||||||||
| 1 BROOKWOOD ROAD | MANCHESTER | NH | 01944 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,500 | |
| BISHOPACCOUNTABILITY ORG INC | ||||||||
| PO BOX 541375 | WALTHAM | MA | 024541375 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| ASPCA | ||||||||
| PO BOX 96929 | WASHINGTON | DC | 200906929 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| ASHTABULA COUNTY HUMANE SOCIETY | ||||||||
| PO BOX 422 | JEFFERSON | OH | 44047 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| ASHLAND UNIVERISTY | ||||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | N/A | 501(C)(3) | GENERAL PURPOSES | $21,000 | |
| ASA COX FOUNDATION | ||||||||
| 2709 NORTH RIDGE ROAD | PAINESVILLE | OH | 440774805 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| PO BOX 96280 | WASHINGTON | DC | 20077 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02125 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | |
| AOPA FOUNDATION | ||||||||
| 421 AVIATION WAY | FREDERICK | MD | 217014756 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| AMERICAN REPERTORY THEATER | ||||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 021383443 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 441152596 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| AMERICAN FORESTS | ||||||||
| 1220 L STREET NW SUITE 750 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| PO BOX 7023 | MERRIFIELD | VA | 221167023 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL PURPOSES | $600 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 10501 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| ALL SAINTS PARISH | ||||||||
| 1773 BEACON STREET | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| AFRICAN WILDLIFE FOUNDATION | ||||||||
| 100 NEW JERSEY AVENUE SUITE 900 | WASHINGTON | DC | 20003 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| ADVANTAGECLE TENNIS AND EDUCATION INC | ||||||||
| PO BOX 43063 | CLEVELAND | OH | 44143 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| ACTION AGAINST HUNGER | ||||||||
| ONE WHILTEHALL STREET 2ND FL | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | |
| FRIENDS OF THE CUYAHOGA ANIMAL SHELTER | ||||||||
| PO BOX 25684 | GARFIELD HEIGHTS | OH | 44125 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,773,178 | 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 | $45,592 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $701,147 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,912 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $878 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,227,662 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,912 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,975,279 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,981,191 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALISON C JONES 1999 CLUT | ||||||
| 1 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $125,477 | Yes (X) |
| ALISON AND THEODORE JONES 1997 CLUT | ||||||
| 2 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $126,837 | Yes (X) |
| EDITH J BASTIAN 2001 CLUT | ||||||
| 3 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $18,660 | Yes (X) |
| ELLEN W JONES NORDELL 2001 CLUT | ||||||
| 4 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $18,956 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $10,645 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,645 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (135 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 ANNALY CAPITAL MANAGEMENT INC | $47,063 | $18,300 |
| 1,040 COLGATE PALMOLIVE CO | $29,567 | $94,546 |
| 1,078 WARNER BROS DISCOVERY INC | $33,781 | $11,394 |
| 1,225 SCHWAB CHARLES CORP NEW | $17,827 | $90,662 |
| 1,228 DOMO INC | $36,435 | $8,694 |
| 1,253 ADVANSIX INC | $30,881 | $35,698 |
| 1,260 AVALONBAY COMMUNITIES INC | $238,414 | $277,162 |
| 1,280 LILLY ELI & CO | $70,966 | $988,160 |
| 1,300 DIGITAL REALTY TRUST INC | $182,961 | $230,529 |
| 1,340 DOLLAR TREE INC | $74,105 | $100,420 |
| 1,470 DARLING INGREDIENTS INC | $29,906 | $49,524 |
| 1,530 PAYPAL HOLDINGS INC | $105,855 | $130,586 |
| 1,790 ABBVIE INC | $11,162 | $318,083 |
| 1,820 MICROSOFT CORP | $28,209 | $767,130 |
| 1,907 RESIDEO TECHNOLOGIES INC | $32,092 | $43,956 |
| 100 BANK OF NEW YORK MELLON CORP | $5,130 | $7,683 |
| 100 RIO TINTO PLC SPONS ADR | $5,011 | $5,881 |
| 1090 AMERICAN TOWER CORP | $261,544 | $199,917 |
| 110 SANOFI SPONS ADR | $5,042 | $5,305 |
| 110 VERIZON COMMUNICATIONS INC | $4,970 | $4,399 |
| 120.79 ADVANCED MICRO DEVICES INC | $29,342 | $115,958 |
| 13,020 HEWLETT PACKARD ENTERPRISE CO | $88,864 | $277,977 |
| 136 S&P GLOBAL INC | $30,176 | $67,732 |
| 14,940 EXXON MOBIL CORP | $554,558 | $1,607,096 |
| 140 CACI INTL INC | $29,519 | $56,568 |
| 140 OCCIDENTAL PETE CORP DEL | $791 | $3,857 |
| 145 BLACKROCK INC | $28,224 | $148,641 |
| 1630 CROWN CASTLE INC | $247,881 | $147,939 |
| 180 OMEGA HEALTHCARE INVS INC | $4,631 | $6,813 |
| 180 STAG INDUSTRIAL INC | $4,936 | $6,088 |
| 193 META PLATFORMS INC | $1,752 | $60,308 |
| 198 TAKE-TWO INTERACTIVE SOFTWARE | $22,992 | $36,448 |
| 2,085 HONEYWELL INTERNATIONAL | $67,189 | $470,981 |
| 2,090 WEYERHAEUSER CO | $63,934 | $58,834 |
| 2,150 EQUITY RESIDENTIAL | $150,616 | $154,284 |
| 2,175 DXC TECHNOLOGY CO | $82,996 | $43,457 |
| 2,304 HOME DEPOT INC | $213,995 | $896,233 |
| 2,327 MARVELL TECNOLOGY INC | $52,825 | $257,017 |
| 2,430 MERCK & CO INC | $285 | $241,736 |
| 2,460 CVS HEALTH CORPORATION | $108,721 | $110,429 |
| 2,660 PROLOGIS INC | $260,568 | $281,162 |
| 2,675 ZUORA INC | $33,599 | $26,536 |
| 2,706 VIATRIS INC | $8,365 | $33,690 |
| 2,760 ABBOT LABS COM | $90,556 | $312,184 |
| 2,780 BANK OF NEW YORK MELLON CORP | $204,390 | $213,587 |
| 2,830 COMCAST CORP | $154,895 | $106,210 |
| 2,880 EBAY INC | $97,900 | $178,416 |
| 20 PUBLIC STORAGE | $4,265 | $5,989 |
| 200 RPM INTERNATIONAL INC | $3,072 | $24,612 |
| 21,812 PFIZER INC | $146,770 | $578,672 |
| 2190 PEPSICO INC | $121,909 | $333,011 |
| 220 TANGER FACTORY OULET | $4,807 | $7,509 |
| 228 L3HARRIS TECHNOLOGIES INC | $45,393 | $47,944 |
| 230 SYNOPSYS INC | $29,847 | $111,633 |
| 230 WALMART INC | $30,396 | $62,342 |
| 233 TARGET CORP | $6,916 | $31,497 |
| 260 EXACT SCIENCES CORP | $29,953 | $14,609 |
| 290 ILLINOIS TOOL WKS INC | $13,603 | $73,532 |
| 3,104 BRISTOL-MYERS SQUIBB CO | $42,160 | $175,562 |
| 3,363 OKTA INC | $10,384 | $265,004 |
| 3,580 WELLTOWER INC | $236,610 | $451,187 |
| 3,820 TJX COS INC NEW | $38,148 | $461,494 |
| 30 AMERICAN TOWER CORP | $4,620 | $5,502 |
| 310 TD SYNNEX CORP | $31,462 | $36,357 |
| 340 REPLIGEN CORP | $29,766 | $48,940 |
| 360 AKAMAI TECHNOLOGIES | $30,159 | $34,434 |
| 366 GLOBAL PAYMENTS INC | $59,730 | $41,014 |
| 370 LEIDOS HOLDINGS INC | $29,925 | $53,302 |
| 390 PTC INC | $29,785 | $71,709 |
| 390 TETRA TECH INC NEW | $30,346 | $77,688 |
| 4 NET LEASE OFFICE PROPERTIES | $42 | $125 |
| 4,138 LINCOLN NATL CORP IND | $30,496 | $131,216 |
| 4,160 ARISTA NETWORKS INC | $6,783 | $459,805 |
| 4,361 CHEVRON CORP | $435,573 | $631,647 |
| 4,415 JP MORGAN CHASE & CO | $404,660 | $1,058,320 |
| 4,420 APPLE INC | $13,711 | $1,106,856 |
| 4,460 AT&T INC | $108,483 | $101,554 |
| 4,696 OTIS WORLDWIDE CORP | $6,003 | $434,897 |
| 4,710 WELLS FARGO CO | $199,605 | $330,830 |
| 4,935 PURE STORAGE INC | $14,101 | $303,157 |
| 40 CROWN CASTLE INC | $4,133 | $3,630 |
| 400 EVERSOURCE ENERGY | $7,674 | $22,972 |
| 400 MERCURY SYSTEMS INC | $29,713 | $16,800 |
| 405 EQUINIX INC | $266,861 | $381,870 |
| 440 SERVICENOW INC | $4,488 | $466,453 |
| 450 GLOBE LIFE INC | $4,870 | $50,184 |
| 450 HUMANA INC | $31,492 | $114,170 |
| 4650 VERIZON COMMUNICATIONS INC | $255,591 | $185,954 |
| 496 3M CO COM | $17,821 | $64,029 |
| 5,137 ORACLE CORP | $160,032 | $856,030 |
| 5,498 AIRBNB INC | $9,416 | $722,492 |
| 5,676 AMPHENOL CORP | $66,246 | $394,198 |
| 50 LYONDELLBASELL INDUSTRIES | $5,269 | $3,714 |
| 510 SKYWEST INC | $30,488 | $51,066 |
| 524 VENTAS INC | $5,092 | $4,711 |
| 524 VENTAS INC | $7,842 | $30,858 |
| 55 TARGET CORP | $3,187 | $7,435 |
| 550 BOEING CO | $70,934 | $97,350 |
| 550 TRAVELERS COS INC | $18,776 | $132,490 |
| 560 CENTENE COPR | $29,718 | $33,925 |
| 580 LOCKHEED MARTIN CORP | $114,642 | $281,845 |
| 6,440 PROCTER & GAMBLE CO | $359,908 | $1,079,666 |
| 6,570 BANK OF AMERICA CORP | $112,396 | $288,752 |
| 6,840 AMERICAN EXPRESS CO | $71,878 | $2,030,044 |
| 60 TRANSDIGM GROUP INC | $27,678 | $76,037 |
| 60 VALERO ENERGY CORPORATION | $4,895 | $7,355 |
| 600 LENNAR CORP | $28,729 | $81,822 |
| 610 MERIT MED SYS INC | $28,683 | $58,999 |
| 640 SIMON PROPERTY GROUP INC | $93,545 | $110,214 |
| 650 PNC FINANCIAL SERVICES | $39,414 | $125,353 |
| 660 MICROCHIP TECHNOLOGY INC | $30,058 | $37,851 |
| 69 BOOKING HOLDINGS INC | $91,823 | $342,821 |
| 690 MASTERCARD INC | $84,476 | $363,333 |
| 7,400 HP INC | $13,361 | $241,462 |
| 70 W P CAREY INC | $4,846 | $3,814 |
| 733 CISCO SYS INC | $13,626 | $43,364 |
| 733 CISCO SYS INC | $5,157 | $8,880 |
| 759 GE HEALTHCARE | $1,013 | $59,339 |
| 770 SKYWORKS SOLUTIONS INC | $39,318 | $68,284 |
| 784 SALESFORCE INC | $90,594 | $262,115 |
| 787 MARQETA INC | $45 | $2,983 |
| 80 ROPER TECHNOLOGIES INC | $29,195 | $41,588 |
| 830 CBRE GROUP INC | $75,001 | $108,971 |
| 8372 RTX CORP | $11,902 | $968,808 |
| 870 NORTHERN TR CORP | $47,554 | $89,175 |
| 9,392 CARRIER GLOBAL CORP | $4,004 | $641,098 |
| 900 WALGREENS BOOTS ALLIANCE INC | $29,666 | $8,397 |
| 930 QUALCOMM INC | $59,585 | $142,867 |
| 935 SBA COMMUNICATIONS CORP | $260,789 | $190,553 |
| 938 JOHNSON & JOHNSON | $57,253 | $135,654 |
| 95 EMBECTA CORP | $2,608 | $1,962 |
| 950 PUBLIC STORAGE | $212,298 | $284,468 |
| 97 WABTEC CORP | $7,572 | $18,390 |
| 970 KELLNOVA | $39,652 | $78,541 |
| 970 OMNICOM GROUP INC | $32,290 | $83,459 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1,310 ROCHE HLDG LTD | AT COST | $39,073 | $45,693 |
| 1,456 REPSOL S A | AT COST | $12,914 | $17,647 |
| 1,495 ACCENTURE PLC | AT COST | $109,634 | $525,926 |
| 1126 OCCIDENTAL PETROLEUM CORP | AT COST | $94,978 | $55,636 |
| 160 WILLIS TOWERS WATSON PLC | AT COST | $31,201 | $50,118 |
| 19,480 VANGUARD FTSE EMERGING MKTS ETF | AT COST | $838,386 | $857,899 |
| 2,000 EATON CORP PLC | AT COST | $79,070 | $663,740 |
| 2,008 GE AEROSPACE COM GE | AT COST | $2,519 | $334,914 |
| 2,140 MEDTRONIC PLC | AT COST | $180,612 | $170,943 |
| 2,728 TAKEDA PHARMACEUTICAL CO | AT COST | $51,832 | $36,119 |
| 200 STERIS PLC | AT COST | $29,557 | $41,112 |
| 28,916 TELEFONICA S A SPONS ADR | AT COST | $98,162 | $116,242 |
| 3,000,000 LEGACY VENTURE X LIMITED LIABILITY CO | AT COST | $3,750,000 | $3,750,000 |
| 300 SCHLUMBERGER LTD | AT COST | $13,340 | $11,502 |
| 320 WASTE CONNECTIONS INC | AT COST | $29,678 | $54,906 |
| 369 GE VERNOVA LLC | AT COST | $467 | $121,375 |
| 4,900 VANGUARD FTSE DEV MKTS ETF | AT COST | $200,262 | $234,318 |
| 404,990.5 WHC VENTURE 2009-1 LIMITED PARTNERSHIP | AT COST | $215,590 | $88,907 |
| 427725 WHC VENTURES 2013 LIMITED PARTNERSHIP | AT COST | $418,886 | $1,179,472 |
| 72 WOODSIDE ENERGY GROUP | AT COST | $1,714 | $1,123 |
| 8,651 VANGUARD SMALL-CAP ETF CLOSED-END FUND | AT COST | $1,287,690 | $2,078,662 |
| 9,131 BP PLC SPONS ADR | AT COST | $129,574 | $269,912 |
| PLUG | AT COST | $13,270 | $1,836,927 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,418 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,418 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WHC VENTURES 2013 LP | $11 | $11 | $11 |
| LEGACY VENTURE X LLC | $5,912 | $0 | $5,912 |
| KEY PRIVATE BANK INVESTMENT | $4 | $4 | $4 |
| WHC VENTURES 2009 LP | $182 | $182 | $182 |
| MISCELLANEOUS | $4 | $4 | $4 |
| LEGACY VENTURE X LLC | $677 | $677 | $677 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $253,002 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OH ANNUAL CHARITABLE FEE | $200 | $0 | $200 |
| WHC VENTURES 2009-1 L.P. | $2,581 | $2,581 | $0 |
| WHC VENTURES 2013 L.P. | $3,476 | $3,476 | $0 |
| LEGACY VENTURE X LLC | $149,129 | $149,129 | $0 |
| INVESTMENT MGMT FEES | $19,775 | $19,775 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,693 | $6,693 | $0 |
| FEDERAL TAX PAYMENT | $27,369 | $0 | $0 |