SAND FAIR FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAND FAIR FOUNDATION (EIN 34-1815135)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-22
- IRS object ID
- 201701429349100300
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-22T06:39:28-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341597728 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTLAND | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUPERIOR AVE E STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341815135 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDFAIR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 2166211090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32400 FAIRMOUNT BLVD | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E CONWAY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2166211090 | PhoneNum |
| Signature | 2017-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID P MILLER | PreparerPersonNm |
| PTIN | P00421464 | PTIN |
| Phone | 2166211090 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.122.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-08 | IPDt |
| IP Tm | 11:23:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7BE31EEB583460DC6A71E01A77B64D9D27B6C7EA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 60176BFD6E7BE39807D44913E22B6EE184942995 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,064,629 | 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 | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,266 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,266 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,166 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $576,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,166 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,452 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $489 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $298,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $298,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$230,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,732 | CashBOYAmt |
| Cash EOY | $73,095 | CashEOYAmt |
| Cash EOYFMV | $73,095 | CashEOYFMVAmt |
| Corporate Stock BOY | $192,006 | CorporateStockBOYAmt |
| Corporate Stock EOY | $251,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $351,061 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $988,771 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $625,519 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $630,473 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,567 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,567 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $3,213 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,190,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $959,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,064,629 | 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 | $1,190,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $959,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,190,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $959,785 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,190,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $959,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,190,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$230,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $959,785 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $959,785 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| LONG TERM TRANSACTIONS | P | 2016-12-31 | $539,128 | $504,824 | $34,304 | $34,304 |
| LONG TERM TRANSACTIONS | P | 2016-12-31 | $35,938 | $11,516 | $24,422 | $24,422 |
| CAPITAL GAINS DIVIDENDS | P | $1,440 | $1,440 | $1,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,166 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $611,778 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,556,981 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.392926 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $808,816 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,280,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.354654 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $181,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,852,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.097721 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $179,950 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,918,893 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093778 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,975 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,945,296 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.076068 | DistributionYr5Rt |
| Total Distribution | 1.015147 | TotalDistributionRt |
| Average Distribution | 0.203029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,139,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $231,323 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $690 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $232,013 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $298,300 | 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 | $690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,678 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,678 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,988 | OverpaymentAmt |
| Applied To ES Tax | $1,988 | 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.GUIDESTAR.COM | WebsiteAddressTxt |
| Individual With Books | HARTLAND | IndividualWithBooksNm |
| Phone | 2166211090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUPERIOR AVE E STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E CONWAY | ||||||||
| 32400 FAIRMOUNT BLVD | PEPPER PIKE | OH | 44124 | PRESIDENT/TREASURER | 10.00 | $0 | $0 | $0 |
| MARY FRENCH CONWAY | ||||||||
| 32400 FAIRMOUNT BLVD | PEPPER PIKE | OH | 44124 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANNE CONWAY JUSTER | ||||||||
| 3007 FONTENAY RD | SHAKER HEIGHTS | OH | 44120 | SECRETARY | 0.00 | $0 | $0 | $0 |
| PETER F CONWAY | ||||||||
| 29025 EDGEDALE RD | PEPPER PIKE | OH | 44124 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,052,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,156,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,156,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,139,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $690 | TotalTaxAmt |
| Distributable Before Adj | $56,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $690 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $297,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,091 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,549 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $90,002 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $713,639 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $535,773 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,479,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $242,022 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,721,076 | 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 | $55,091 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,665,985 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,549 | ExcessFromYear4Amt |
| Excess From Year3 | $90,002 | ExcessFromYear3Amt |
| Excess From Year2 | $713,639 | ExcessFromYear2Amt |
| Excess From Year1 | $535,773 | ExcessFromYear1Amt |
| Excess From Current Year | $242,022 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILLIAM E CONWAY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32400 FAIRMOUNT BOULEVARD | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168312400 | RecipientPhoneNum |
| Form And Info And Materials | GRANT LETTER SHOULD INCLUDE AN EXEMPTION SUPPORTING EXEMPT STATUS AND INTENDED USE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BUILDING BRIDGES ART COLLABORATION | |||||||
| 2525 MICHIGAN AVE | SANTA MONICA | CA | 904044014 | NONE | 501(C)(3) | CHARITABLE DONATION | $200 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE DONATION | $200 |
| CENTER FOR PUBLIC CONSCIENCE | |||||||
| P O BOX 220722 | WEST PALM BCH | FL | 334220722 | NONE | 501(C)(3) | CHARITABLE DONATION | $75 |
| CLEVELAND BOTANICAL GARDEN | |||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE DONATION | $51,500 |
| ELIZABETH SEVERANCE FOUNDATION | |||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | NONE | 501(C)(3) | CHARITABLE DONATION;LISTTOTAL 0 | $200 |
| FRIENDS OF BREAKTHROUGH SCHOOL | |||||||
| 3615 SUPERIOR AVE E STE 3103A | CLEVELAND | OH | 441144131 | NONE | 501(C)(3) | CHARITABLE DONATION | $40,500 |
| JUDICIAL WATCH | |||||||
| 501 SCHOOL ST SW STE 500 | WASHINGTON | DC | 20024 | NONE | 501(C)(3) | CHARITABLE DONATIONS | $100 |
| LAKE GEAUGA HABITAT FOR HUMANITY | |||||||
| 100 PARKER CT STE 6 | CHARDON | OH | 440241141 | NONE | 501(C)(3) | CHARITABLE DONATION | $200 |
| LAUREL SCHOOL | |||||||
| 1 LYMAN CIR | SHAKER HTS | OH | 441222110 | NONE | 501(C)(3) | CHARITABLE DONATION | $40,500 |
| MIDDLEBURY COLLEGE | |||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | 501(C)(3) | CHARITABLE DONATION | $200 |
| PEPPER PIKE POLICE AND FIREFIGHTERS | |||||||
| 25800 SCIENCE PARK DR STE 150 | PEPPER PIKE | OH | 441227311 | NONE | 501(C)(3) | CHARITABLE DONATION | $225 |
| PHILANTHROPY OHIO | |||||||
| 500 SOUTH FRONT ST STE 900 | COLUMBUS | OH | 43215 | NONE | 501(C)(3) | CHARITABLE DONATION | $2,000 |
| PROJECT LOVE | |||||||
| 5244 MAYFIELD RD | LYNDHURST | OH | 44124 | NONE | 501(C)(3) | CHARITABLE DONATIONS | $1,000 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| P O BOX 21333 | CANTON | OH | 447011333 | NONE | 501(C)(3) | CHARITABLE DONATIONS | $69,200 |
| THE DIVERSITY CENTER | |||||||
| 3659 GREEN RD 220 | BEACHWOOD | OH | 44122 | NONE | 501(C)(3) | CHARITABLE DONATION | $1,000 |
| UNITED WAY OF GEAUGA COUNTY | |||||||
| 209 CENTER ST | CHARDON | OH | 44024 | NONE | 501(C)(3) | CHARITABLE DONATIONS | $40,500 |
| UNIVERSITY SCHOOL | |||||||
| 2785 SOM CENTER RD | HUNTING VALLEY | OH | 44022 | NONE | 501(C)(3) | CHARITABLE DONATIONS | $50,500 |
| WATER MISSION | |||||||
| 1150 KINZER ST | NORTH CHARLESTON | SC | 29405 | NONE | 501(C)(3) | CHARITABLE DONATIONS | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $298,300 | 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 | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,266 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,166 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,452 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,452 | 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 | HARTLAND & CO | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY 179-326089 | StockNm |
| EOY Book Value | $251,171 | EOYBookValueAmt |
| EOYFMV | $351,061 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY 179-326089 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $625,519 | BookValueAmt |
| EOYFMV | $630,473 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LINCOLN SECURE LINE | $3,213 | $0 | $0 |
| MISCELLANEOUS CLEARING | $0 | $10,000 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OHIO FILING FEES | $200 | $200 | $0 |
| FOREIGN TAXES PAID | $289 | $289 | $0 |
| FEDERAL EXCISE TAX | $1,600 | $0 | $0 |