COMMUNITY FOUNDATION OF LORAIN COUNTY: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF LORAIN COUNTY (EIN 34-1322781)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349308635
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:39:58-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340677006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Maloney Novotny LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 Superior Ave Suite 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341322781 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY FOUNDATION OF LORAIN COUNTY | BusinessNameLine1Txt |
| Business Name Line2 | (CFLC) | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 4409847390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9080 LEAVITT ROAD | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN FREDERICK | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 4409847390 | PhoneNum |
| Signature | 2017-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christopher B Anderson | PreparerPersonNm |
| PTIN | P00226559 | PTIN |
| Phone | 2163630100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.116.109.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-10 | IPDt |
| IP Tm | 13:55:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5F2AF344A2E5A5C612D5301F691F0834202DDEE3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F0962BFF9ACD815FD594AA84AFE8725155222DCF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN FREDERICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9080 LEAVITT ROAD | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,075,667 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PEOPLEWHOCARE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE LORAIN COUNTY A BETTER PLACE TO LIVE AND WORK. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | -$9,055 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$9,055 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,566,642 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,772,203 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,538,892 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,717,703 | CYInvestmentIncomeAmt |
| PY Other Revenue | $173,839 | PYOtherRevenueAmt |
| CY Other Revenue | $179,114 | CYOtherRevenueAmt |
| PY Total Revenue | $15,279,373 | PYTotalRevenueAmt |
| CY Total Revenue | $10,669,020 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,567,379 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,090,958 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $818,379 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $896,440 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $392,879 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $800,387 | PYOtherExpensesAmt |
| CY Other Expenses | $714,451 | CYOtherExpensesAmt |
| PY Total Expenses | $9,186,145 | PYTotalExpensesAmt |
| CY Total Expenses | $6,701,849 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,093,228 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,967,171 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $117,888,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,270,968 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $19,065,407 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,909,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $98,823,093 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $103,361,499 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FOUNDATION AWARDS CHARITABLE GRANTS AND SCHOLARSHIPS FROM ENDOWMENT FUNDS ESTABLISHED BY INDIVIDUALS, FAMILIES, BUSINESSES, NONPROFIT ORGANIZATIONS AND SCHOOLS IN ORDER TO MAKE LORAIN COUNTY A BETTER PLACE TO LIVE AND WORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,232,942 | ExpenseAmt |
| Grant | $4,621,646 | GrantAmt |
| Revenue | $118,532 | RevenueAmt |
| Desc | FROM HOMELESS SHELTERS TO LEADERSHIP PROGRAMS, HISTORICAL PRESERVATION TO HEALTH CARE FOR THE UNINSURED, DISCRETIONARY GRANTS REPRESENT EVERY AREA OF CHARITABLE GIVING. IN 2016 THE COMMUNITY FOUNDATION AWARDED 82 COMPETITIVE GRANTS TO AREA NONPROFIT PROGRAMS. IN ADDITION, 220 GRANTS WERE DISTRIBUTED THROUGH OUR SCHOOL, AGENCY AND SPECIAL PROJECT FUNDS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $469,312 | ExpenseAmt |
| Grant | $469,312 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | APPROXIMATELY 213 SCHOLARSHIPS FOR EDUCATION BEYOND HIGH SCHOOL WERE AWARDED TO STUDENTS AS DIVERSE AS THE DONORS WHO CREATED THE SCHOLARSHIP FUNDS. IN 2016, SCHOLARSHIPS WERE AWARDED FOR TECH PROGRAMS, CREATIVE WRITING, JOURNALISM, MEDICAL PROGRAMS, AND MANY OTHER ADVANCED LEARNING PURSUITS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,702,254 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY SPITZ | PersonNm |
| Phone | 4409847390 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9080 LEAVITT ROAD | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Charlita Anderson-White | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Farnaz Ansari Berna | ||||||
| Vice Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Chris Bellamy | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Bowers | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Reynaldo Carrion | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Raymond Cushing | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kevin Donovan | ||||||
| Secretary | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Sharon Furcron | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sadie Goble | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Timothy Harris | ||||||
| Chair | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Pierce Morgan | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Kristen Putnam-Walkerly | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Margarita Quinones | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Libby Skolnik | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Randall Wagner | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Karen Wells | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Eric Woidke | ||||||
| Treasurer | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALBERT CALO | ||||||
| BOard Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ED MOORE | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CYNTHIA MCGUIRE | ||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Frederick | ||||||
| President/CEO | 50.00 | $169,523 | $0 | $29,744 | Yes (X) | |
| Holly Spitz | ||||||
| CFO | 40.00 | $78,750 | $0 | $2,401 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $248,273 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,145 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 159 CROCKER PARK BLVD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT ADVISOR | ServicesDesc |
| Compensation | $107,460 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,772,203 | AllOtherContributionsAmt |
| Noncash Contributions | $70,664 | NoncashContributionsAmt |
| Total Contributions | $3,772,203 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,577,344 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$9,055 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,586,399 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $60,582 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $60,582 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,582 | TotalRevenueColumnAmt |
| Exclusion | $60,582 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,547,006 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,406,647 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,140,359 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,140,359 | TotalRevenueColumnAmt |
| Exclusion | $5,140,359 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $118,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118,532 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $118,532 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,669,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118,532 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$9,055 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,787,340 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,621,646 | TotalAmt |
| Program Services | $4,621,646 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,312 | TotalAmt |
| Program Services | $469,312 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,173 | TotalAmt |
| Program Services | $117,920 | ProgramServicesAmt |
| Management And General | $71,230 | ManagementAndGeneralAmt |
| Fundraising | $64,023 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $487,227 | TotalAmt |
| Program Services | $223,240 | ProgramServicesAmt |
| Management And General | $129,982 | ManagementAndGeneralAmt |
| Fundraising | $134,005 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,456 | TotalAmt |
| Program Services | $12,190 | ProgramServicesAmt |
| Management And General | $7,190 | ManagementAndGeneralAmt |
| Fundraising | $7,076 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,309 | TotalAmt |
| Program Services | $35,162 | ProgramServicesAmt |
| Management And General | $20,738 | ManagementAndGeneralAmt |
| Fundraising | $20,409 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,275 | TotalAmt |
| Program Services | $24,548 | ProgramServicesAmt |
| Management And General | $14,478 | ManagementAndGeneralAmt |
| Fundraising | $14,249 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,375 | TotalAmt |
| Program Services | $17,222 | ProgramServicesAmt |
| Management And General | $10,157 | ManagementAndGeneralAmt |
| Fundraising | $9,996 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,600 | TotalAmt |
| Program Services | $6,267 | ProgramServicesAmt |
| Management And General | $3,696 | ManagementAndGeneralAmt |
| Fundraising | $3,637 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,139 | TotalAmt |
| Management And General | $36,139 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,147 | TotalAmt |
| Management And General | $245,147 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,623 | TotalAmt |
| Program Services | $63,714 | ProgramServicesAmt |
| Management And General | $2,474 | ManagementAndGeneralAmt |
| Fundraising | $2,435 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,599 | TotalAmt |
| Fundraising | $72,599 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,128 | TotalAmt |
| Program Services | $12,961 | ProgramServicesAmt |
| Management And General | $7,644 | ManagementAndGeneralAmt |
| Fundraising | $7,523 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,481 | TotalAmt |
| Program Services | $1,604 | ProgramServicesAmt |
| Management And General | $946 | ManagementAndGeneralAmt |
| Fundraising | $931 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,124 | TotalAmt |
| Program Services | $49,821 | ProgramServicesAmt |
| Management And General | $29,384 | ManagementAndGeneralAmt |
| Fundraising | $28,919 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,852 | TotalAmt |
| Program Services | $16,520 | ProgramServicesAmt |
| Management And General | $9,743 | ManagementAndGeneralAmt |
| Fundraising | $9,589 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,297 | TotalAmt |
| Program Services | $14,882 | ProgramServicesAmt |
| Management And General | $8,777 | ManagementAndGeneralAmt |
| Fundraising | $8,638 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,565 | TotalAmt |
| Program Services | $3,025 | ProgramServicesAmt |
| Management And General | $1,784 | ManagementAndGeneralAmt |
| Fundraising | $1,756 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $21,065 | $9,706 | $5,724 | $5,635 |
| BOARD DEVELOPMENT | $5,456 | $2,514 | $1,483 | $1,459 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,701,849 | TotalAmt |
| Program Services | $5,702,254 | ProgramServicesAmt |
| Management And General | $606,716 | ManagementAndGeneralAmt |
| Fundraising | $392,879 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,946 | BOYAmt |
| EOY | $82,557 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,516,790 | BOYAmt |
| EOY | $3,306,154 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,261 | BOYAmt |
| EOY | $93,062 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,669 | BOYAmt |
| EOY | $356,160 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,258 | BOYAmt |
| EOY | $26,573 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,608,830 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $248,909 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,363,027 | BOYAmt |
| EOY | $2,359,921 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,518,746 | BOYAmt |
| EOY | $67,608,491 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,779,375 | BOYAmt |
| EOY | $49,215,582 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,300 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,128 | BOYAmt |
| EOY | $122,468 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,888,500 | BOYAmt |
| EOY | $123,270,968 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,738 | BOYAmt |
| EOY | $25,490 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $959,424 | BOYAmt |
| EOY | $1,182,461 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,348 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,094,245 | BOYAmt |
| EOY | $18,686,170 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,065,407 | BOYAmt |
| EOY | $19,909,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,769,452 | BOYAmt |
| EOY | $101,288,013 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,053,641 | BOYAmt |
| EOY | $2,073,486 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,823,093 | BOYAmt |
| EOY | $103,361,499 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,888,500 | BOYAmt |
| EOY | $123,270,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,967,171 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $571,235 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,372,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,140,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,999,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,566,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,772,203 | CurrentTaxYearAmt |
| Total | $38,850,786 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,372,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,140,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,999,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,566,642 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,772,203 | CurrentTaxYearAmt |
| Total | $38,850,786 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,202,873 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,647,913 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,389,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,669,411 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,779,311 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,283,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,637,926 | CurrentTaxYearAmt |
| Total | $8,759,974 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,390 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $173,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $118,532 | CurrentTaxYearAmt |
| Total | $610,387 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $48,221,147 | TotalSupportAmt |
| Public Support CY170 | 0.55260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.80590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2012 Amount: $ 92,390. 2013 Amount: $ 90,902. 2014 Amount: $ 134,724. 2015 Amount: $ 173,839. 2016 Amount: $ 118,532. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,534 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,605 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $36,139 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,666,115 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,702,254 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $435,113 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $108,778 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $435,113 | CurrentYearAmt |
| Total | $435,113 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $652,670 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $36,139 | CurrentYearAmt |
| Total | $36,139 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $108,778 | CurrentYearAmt |
| Total | $108,778 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $163,167 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $30,534 | CurrentYearAmt |
| Total | $30,534 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 74 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $529,697 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,163,155 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $28,032,954 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,539,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $238,250 | OtherCostOrOtherBasisAmt |
| Book Value | $1,777,250 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $628,448 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,085 | DepreciationAmt |
| Book Value | $529,363 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $203,132 | OtherCostOrOtherBasisAmt |
| Depreciation | $149,824 | DepreciationAmt |
| Book Value | $53,308 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,359,921 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $95,554 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME | $10,647,260 | F |
| ALTERNATIVE INVESTMENTS | $2,452,623 | F |
| NET ASSET VALUE INVESTMENTS | $36,020,145 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $49,215,582 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENT | $46,263 |
| AGENCY FUNDED ENDOWMENT | $18,639,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,686,170 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X, Line 2: | FormAndLineReferenceDesc |
| Explanation | FIN 48 (ASC 740) FOOTNOTE - THE FOUNDATION ADOPTED THE PROVISIONS OF "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" WHICH PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES ACCRUED RELATED TO UNRECOGNIZED TAX UNCERTAINTIES IN INCOME TAX EXPENSE, IF ANY. THE FOUNDATION DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANTS - SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $4,621,646 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SEE ATTACHED | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 111 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 213 | RecipientCnt |
| Cash Grant | $469,312 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | MONITORING USE OF GRANT FUNDS - THE FOUNDATION REQUIRES AN INTERIM GRANT REPORT APPROXIMATELY SIX MONTHS FOLLOWING A GRANT AWARD AND A FINAL GRANT REPORT APPROXIMATELY ONE YEAR AFTER AN AWARD. SPECIFIC CRITERIA REGARDING THE GRANT REPORT CONTENTS ARE PROVIDED TO THE GRANTEE. ADDITIONALLY, THE PROGRAM OFFICER WILL MAKE BOTH SCHEDULED AND PERIODIC UNANNOUNCED SITE VISITS TO ASSESS THE VIABILITY AND EFFECTIVENESS OF THE GRANTEE'S PROGRAM. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Frederick | PersonNm |
| Title | President/CEO | TitleTxt |
| Base Compensation Filing Org | $169,523 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,944 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $22,800 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $199,267 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A-REV.NOT BOOKED | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $70,664 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 4 | CHANGES TO ORGANIZING DOCUMENTS - THE FOUNDATION ADOPTED ITS SIXTH AMENDED AND RESTATED REGULATIONS IN OCTOBER, 2016. AMONG THE CHANGES WERE THE APPOINTMENT OF FOUR EX-OFFICIO VOTING DIRECTORS REPRESENTING THE FOLLOWING ADVISORY BOARDS: AFRICAN-AMERICAN COMMUNITY FUND, HISPANIC FUND, WOMEN'S FUND, AND YOUTH FUND. SUCH EX-OFFICIO VOTING DIRECTOR POSITIONS ARE RESERVED FOR THE PRESIDENT OF EACH RESPECTIVE FUND OF THE FOUNDATION. |
| Form 990, Part VI, Section B, line 11b | REVIEW OF FORM 990 - THE FORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTING FIRM AND REVIEWED BY THE CHIEF FINANCIAL OFFICER. THE FORM 990 IS THEN REVIEWED BY THE AUDIT COMMITTEE PRIOR TO FILING. ONCE APPROVED BY THE AUDIT COMMITTEE, A COPY OF THE FORM 990 IS DISTRIBUTED TO THE BOARD PRIOR TO FILING. |
| Form 990, Part VI, Section B, line 12c | MONITORING AND ENFORCEMENT OF CONFLICT POLICY - DIRECTORS, OFFICERS, AND EMPLOYEES ARE REQUIRED TO DISCLOSE IN WRITING (AND HAVE NOTARIZED) ALL POTENTIAL CONFLICTS OF INTEREST. THIS INFORMATION IS COMPILED AND PROVIDED TO THE BOARD. AT EACH BOARD AND COMMITTEE MEETING, THE FIRST ORDER OF BUSINESS ON EACH AGENDA IS TO ASK FOR ANY NEW UPDATES ON CONFLICTS. ALL KNOWN CONFLICTS OF INTEREST ARE NOTED ON EACH RESOLUTION PRIOR TO APPROVAL BY THE BOARD. IF A DIRECTOR HAS A CONFLICT, HE/SHE IS ALLOWED TO PARTICIPATE IN THE DISCUSSION OF THE ISSUE BUT MUST ABSTAIN FROM ANY VOTE OR ACTION, AND SUCH ABSTENTION IS SO NOTED IN THE MINUTES (A NOTED CONFLICT ON A RESOLUTION IS AN UNDERSTOOD ABSTENTION). |
| Form 990, Part VI, Section B, line 15 | COMPENSATION REVIEW AND APPROVAL - THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS CEO COMPENSATION ANNUALLY. THE COMMITTEE USES A COMPENSATION STUDY THAT IS COMPILED ANNUALLY BY THE COUNCIL ON FOUNDATIONS AND LOCAL/REGIONAL DATA ON CEO COMPENSATION THAT IS COMPILED BY THE CFO. AFTER REVIEWING THIS DATA, THE EXECUTIVE COMMITTEE DETERMINES AN APPROPRIATE COMPENSATION AMOUNT AND MAKES THIS RECOMMENDATION TO THE FULL BOARD. THE BOARD TAKES THIS RECOMMENDATION INTO ACCOUNT AND APPROVES AND/OR MODIFIES THE AMOUNT BASED ON ITS ANNUAL REVIEW OF THE CEO'S PERFORMANCE. ALL OTHER STAFF COMPENSATION IS REVIEWED BY THE CEO (USING THE SAME COMPENSATION SURVEY) AND REVIEWED BY THE EXECUTIVE COMMITTEE DURING THE ANNUAL BUDGET PROCESS. THE MEMBERS OF THE EXECUTIVE COMMITTEE AND THE BOARD ARE INDEPENDENT OF THE PERSONS FOR WHOM THE COMPENSATION DECISIONS ARE BEING MADE. THE DELIBERATIONS OF THE EXECUTIVE COMMITTEE AND THE FULL BOARD ARE DOCUMENTED IN THE FOUNDATION'S MINUTES. |
| Form 990, Part VI, Section C, line 19 | AVAILABILITY OF DOCUMENTS - CURRENT FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND TO ANYONE WHO MAY REQUEST A COPY. THE FOUNDATION'S CURRENT GOVERNING DOCUMENTS AND CURRENT CONFLICT OF INTEREST POLICY ARE AND HAVE BEEN MADE AVAILABLE UPON REQUEST TO ANYONE. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHARITABLE PROPERTIES OF LORAIN CO LLC | |||||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | 461861149 | REAL ESTATE | OH | $0 | $118,160 | CFLC |
| FOREVER FARMLAND OF LORAIN COUNTY | |||||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | 471656102 | REAL ESTATE | OH | $60,582 | $1,576,232 | CFLC |
| FOREVER FARMLAND OF HURON CO | |||||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | 471676337 | REAL ESTATE | OH | $0 | $3,442 | CFLC |