CHANEY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHANEY FAMILY FOUNDATION (EIN 46-1186115)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349105984
- 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
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:08:14-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE BELL CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 EMBASSY PKWY 200 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | 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 | 461186115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 4404614361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1837 WINCHESTER ROAD | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES B CHANEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4404614361 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW MIGAL CPA | PreparerPersonNm |
| PTIN | P01284403 | PTIN |
| Phone | 2163489600 | PhoneNum |
| 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 | $19,859,700 | 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 | $2,960,977 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $560,411 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $560,411 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$46,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $345,587 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,475,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $560,419 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,857 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,857 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,811,881 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,811,881 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,818,738 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,811,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$343,507 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $558,562 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $679,807 | CashBOYAmt |
| Cash EOY | $1,573,617 | CashEOYAmt |
| Cash EOYFMV | $1,573,617 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,979,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,311,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,286,083 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $243,585 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,903,182 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,885,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,859,700 | 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 | $4,903,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,885,051 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,903,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,885,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,903,182 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,885,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,903,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$343,507 | ExcessRevenueOverExpensesAmt |
| Other Increases | $325,376 | OtherIncreasesAmt |
| Subtotal | $4,885,051 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,885,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 6000 SHS - CEDAR FAIR LP | 2024-02-01 | $242,591 | $239,895 | $2,696 | $2,696 |
| 4155 SHS - LINK CUML Y PFD PERPTL | 2024-02-01 | $52,996 | $101,177 | -$48,181 | -$48,181 |
| 2000 SHS - NUSTAR ENERGY LP | 2024-06-03 | $50,000 | $50,680 | -$680 | -$680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$46,165 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,764 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,764 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,481 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,481 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,717 | OverpaymentAmt |
| Applied To ES Tax | $16,717 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES B CHANEY | IndividualWithBooksNm |
| Phone | 3309631900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1837 WINCHESTER ROAD | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES B CHANEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1837 WINCHESTER ROAD | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $18,976,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,228,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,204,936 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,204,936 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,901,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $995,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $995,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,764 | TotalTaxAmt |
| Distributable Before Adj | $987,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $987,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $987,329 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,811,881 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,811,881 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $987,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $388,962 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $373,629 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $735,575 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,179,082 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,637,148 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,314,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,811,881 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $987,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,824,552 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,138,948 | 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 | $388,962 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,749,986 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $373,629 | ExcessFromYear4Amt |
| Excess From Year3 | $735,575 | ExcessFromYear3Amt |
| Excess From Year2 | $1,179,082 | ExcessFromYear2Amt |
| Excess From Year1 | $2,637,148 | ExcessFromYear1Amt |
| Excess From Current Year | $2,824,552 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | GOVERNMENTAL UNIT OR | COLE EYE INSTITUTE INNOVATION & RESEARCH FUND | $941,438 |
| PURDUE UNIVERSITY FOUNDATION | ||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | GOVERNMENTAL UNIT OR | CHANEY FAMILY SCHOLARSHIP ENDOWMENT | $2,870,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,811,881 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $560,411 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 713110 | BusinessCd |
| Unrelated Business Taxbl Incm | $8 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$46,165 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $560,411 | ExclusionAmt |
| Related Or Exempt Function Incm | -$46,165 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $514,254 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | SALE OF INVESTMENTS HELD TO MAKE CONCONTRIBUTIONS TO PRESELECTED |
| 8 | CHARITABLE ORGANIZATIONS. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND SYRUP CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 HIGHLAND ROAD | AddressLine1Txt |
| City | TWINSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,960,976 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,960,976 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE, INC. | $50,976 | $751,260 |
| AUTOMATIC DATA PROCESSING, INC. | $81,802 | $468,368 |
| BLACKROCK INC REG SHS | $82,768 | $205,022 |
| CATERPILLAR INC | $79,853 | $906,900 |
| CHEVRON CORP | $19,408 | $228,847 |
| CLOROX COMPANY | $110,983 | $243,615 |
| CONOCOPHILLIPS | $9,965 | $495,850 |
| COSTCO WHOLESALE CORP | $165,320 | $2,244,862 |
| CSX CORP | $2,497 | $387,240 |
| DUKE ENERGY CORP NEW | $126,514 | $350,155 |
| DUPONT DE NEMOURS, INC. | $55,142 | $111,783 |
| EATON CORP PLC | $112,391 | $970,720 |
| EMERSON ELECTRIC COMPANY | $105,183 | $235,467 |
| ENBRIDGE INC | $68,421 | $169,720 |
| GILEAD SCIENCES INC | $78,041 | $184,740 |
| ILLINOIS TOOL WORKS INC | $50,750 | $253,560 |
| JM SMUCKER CO | $92,281 | $2,202,400 |
| JOHNSON & JOHNSON | $136,762 | $289,240 |
| LOWES COMPANIES INC | $65,110 | $493,600 |
| META PLATFORMS, INC. CL A | $119,813 | $351,306 |
| NEXTERA ENERGY INC | $238,141 | $1,261,744 |
| OTIS WORLDWIDE CORP | $64,036 | $162,068 |
| PEPSICO INC | $119,898 | $345,937 |
| PHILLIPS 66 | $4,549 | $113,930 |
| PINNACLE WEST CAPITAL CORP | $166,112 | $381,465 |
| PNC FINANCIAL SERVICES GROUP INC | $95,417 | $294,096 |
| PROCTOR & GAMBLE COMPANY | $167,681 | $616,114 |
| PUBLIC STORAGE DEP SHS | $38,634 | $34,020 |
| RYMAN HOSPITALITY PPTYS | $49,461 | $60,517 |
| SEMPRA ENERGY | $49,213 | $245,616 |
| SHERWIN WILLIAMS CO | $1,846 | $1,546,682 |
| UNION PACIFIC CORP | $128,221 | $752,532 |
| VALERO ENERGY CORP | $15,286 | $122,590 |
| VERIZON COMMUNICATIONS, INC. | $283,047 | $239,940 |
| WELLTOWER, INC. | $106,666 | $239,457 |
| WILLIAMS COS INC | $169,246 | $324,720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CEDAR FAIR LP | Desc |
| Revenue And Expenses Per Books | $8 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV/BOOK DIFFERENCE FROM CONTRIBUTION & DISTRIBUTION OF PUBLICLY TRADED SECU | Desc |
| Amt | $325,376 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND SYRUP CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 HIGHLAND ROAD | AddressLine1Txt |
| City | TWINSBURG | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44087 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $5,000 | $0 | $0 | $0 |
| FOREIGN TAX | $1,857 | $1,857 | $0 | $0 |