KULAS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KULAS FOUNDATION (EIN 34-0770687)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201623169349100837
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T13:53:18-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32125 SOLON ROAD | AddressLine1Txt |
| City | SOLON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340770687 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KULAS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD J CLARK | InCareOfNm |
| Business Name Control | KULA | BusinessNameControlTxt |
| Phone | 2166234770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 PUBLIC SQUARE SUITE 600 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441132203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J CLARK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2166234770 | PhoneNum |
| Signature | 2016-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELANIE WERNERT | PreparerPersonNm |
| PTIN | P01258969 | PTIN |
| Phone | 4402488787 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,559,238 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,101,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,101,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,265,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,793,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,265,565 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,423 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,423 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,379,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,379,371 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $312,037 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,051 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $286,986 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,480 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,480 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,788 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,787 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $169,462 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $152,668 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,794 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,497 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $104 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $148,287 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $148,287 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,972 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $751,310 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $199,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $488,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,942,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,942,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,694,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $199,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,431,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $685,361 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,179,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $624,817 | CashBOYAmt |
| Cash EOY | $610,242 | CashEOYAmt |
| Cash EOYFMV | $610,242 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $428,279 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $895,343 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $895,343 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $44,813 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $30,092,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,465,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,465,548 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,036,199 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,426,794 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,426,794 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,760,340 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,134,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,134,245 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $7,434 | OtherAssetsBOYAmt |
| Other Assets EOY | $27,066 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $27,066 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,994,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,559,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,559,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $40,994,558 | CapitalStockBOYAmt |
| Capital Stock EOY | $38,559,238 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,994,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,559,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,994,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,559,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,994,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $685,361 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,679,919 | SubtotalAmt |
| Other Decreases | $3,120,681 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,559,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $16,793,399 | GrossSalesPriceAmt |
| Cost Or Other Basis | $14,527,834 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,265,565 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,265,565 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,265,565 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,427,659 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,519,405 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059913 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,807,124 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,768,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074324 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,249,011 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,518,936 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063319 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,608,762 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,427,969 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071614 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,183,407 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,933,267 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062502 | DistributionYr5Rt |
| Total Distribution | 0.331672 | TotalDistributionRt |
| Average Distribution | 0.066334 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,504,191 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,620,471 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,798 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,652,269 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,431,006 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,595 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63,595 | SubtotalAmt |
| Tax Based On Investment Income | $63,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $16,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $79,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $16,105 | OverpaymentAmt |
| Applied To ES Tax | $16,105 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://FDNCENTER.ORG/GRANTMAKER/KULAS/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD J CLARK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166234770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 TERMINAL TOWER 50 PUBLIC SQ | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441132203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| paTRICK F MCCARTAN | ||||||||
| 50 PUBLIC SQUARE 600 | CLEVELAND | OH | 441132203 | vp/tRUSTEE | 5.0 | $3,500 | ||
| rICHARD W POGUE | ||||||||
| 50 PUBLIC SQUARE 600 | CLEVELAND | OH | 441132203 | bOARD CHAIRMAN/TRUST | 5.0 | $14,000 | ||
| RICHARD J CLARK | ||||||||
| 50 PUBLIC SQUARE 600 | CLEVELAND | OH | 441132203 | VICE PRESIDENT | 30.0 | $105,000 | $11,348 | $6,709 |
| nANCY W MCCANN | ||||||||
| 50 PUBLIC SQUARE 600 | CLEVELAND | OH | 441132203 | pRESIDENT/TREASURER/ | 20.0 | $160,980 | ||
| CHRISTOPHER M KELLY | ||||||||
| 50 PUBLIC SQUARE 600 | CLEVELAND | OH | 441132203 | aSST SECRETARY | 1.0 | $10,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,423,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $521,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,161,311 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,105,778 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,105,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $601,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,504,191 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,975,210 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,975,210 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,595 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63,595 | TotalTaxAmt |
| Distributable Before Adj | $1,911,615 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,911,615 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,911,615 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,431,006 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,431,006 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,431,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,911,615 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $494,005 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $834,912 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $531,354 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $965,170 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $464,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,290,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,431,006 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,911,615 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $519,391 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,809,707 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $494,005 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,315,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $834,912 | ExcessFromYear4Amt |
| Excess From Year3 | $531,354 | ExcessFromYear3Amt |
| Excess From Year2 | $965,170 | ExcessFromYear2Amt |
| Excess From Year1 | $464,875 | ExcessFromYear1Amt |
| Excess From Current Year | $519,391 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PRESIDENT OF KULAS FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 PUBLIC SQ 600 TERMINAL TOWER | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441132203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166234770 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS MUST SUBMIT COPIES OF GRANT APPLICATION, COPIES OF TAX-EXEMPT CERTIFICATES & LETTERS FROM THE TREASURY DEPT CERTIFYING THAT THE APPLICANT IS A PUBLICLY SUPPORTED TAX EXEMPT ORGANIZATION, NOT A PRIVATE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | TRUSTEES MEET, USUALLY QUARTERLY, TO CONSIDER GRANT APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | KULAS FOUNDATION CONFINES ITS GRANTS PRIMARILY TO MUSIC THERAPY, COMMUNITY, EDUCATION, ARTS AND CULTURE AND SOCIAL SERVICE INSTITUTIONS IN THE GREATER CLEVELAND AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | MALTZ PERFORMING ARTS CENTER- TEMPLE TIFERETH ISRAEL | $275,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $100,000 |
| BALDWIN WALLACE UNIVERSITY | ||||||
| 275 EASTLAND RD | BEREA | OH | 44017 | PC | KULAS STUDENT TICKETS 2015 PROGRAM | $92,000 |
| APOLLOS FIRE BAROQUE ORCHESTRA | ||||||
| 3091 MAYFIELD RD | CLEVELAND HTS | OH | 44118 | PC | ARTISTIC EXPENSES | $20,000 |
| BECK CENTER FOR ARTS | ||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | PC | MUSIC EDUCATION PROGRAM AT BECK CENTER | $18,000 |
| BLUEWATER CHAMBER ORCHESTRA | ||||||
| 2860 CONVETRY RD | SHAKER HTS | OH | 44120 | PC | CONTINUED RESIDENCY AT THE BREEN CENTER AND OTHERS | $20,000 |
| BORROMEO SEMINARY | ||||||
| 28700 EUCLID AVE | WICKLIFFE | OH | 44092 | PC | STUDENT TICKETS PROGRAM 2015 | $200 |
| CENTER FOR ARTS INSPIRED LEARNING | ||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44114 | PC | ART IS EDUCATION SUPPORT | $10,000 |
| CHORAL ARTS SOCIETY OF CLEVELAND | ||||||
| 880 COLONY DRIVE | HIGHLAND HEIGHTS | OH | 44143 | PC | ANNUAL FUND | $2,500 |
| CITY CLUB OF CLEVELAND | ||||||
| 850 EUCLID AVE 200 | CLEVELAND | OH | 44114 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| CITY MUSIC CLEVELAND | ||||||
| 2865 FAIRFAX ROAD | CLEVELAND HEIGHTS | OH | 441184013 | PC | HOMELESS CHILDREN PROJECT "DREAMS AND WISHES" | $3,000 |
| CITY OF CLEVELAND HEIGHTSCAIN PARK | ||||||
| 40 SEVERANCE CIRCLE | CLEVELAND HTS | OH | 44118 | PC | ARTS FESTIVAL SUPPORT | $5,000 |
| CLEVELAND INSTITUTE OF ART | ||||||
| 11141 EAST BLVD | CLEVELAND | OH | 44106 | PC | STUDENT TICKETS 2015 PROGRAM | $3,000 |
| CLEVELAND INSTITUTE OF MUSIC | ||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | PC | OPERATING SUPPORT | $170,000 |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | ||||||
| 737 CANAL RD | CLEVELAND | OH | 44113 | PC | THE 39TH CLEVELAND INTERNATIONAL FILM FESTIVAL | $20,000 |
| CLEVELAND MUSIC SCHOOL SETTLEMENT | ||||||
| 11125 MAGNOLIA DR | CLEVELAND | OH | 44106 | PC | STUDENT TICKETS 2015 PROGRAM | $3,000 |
| CLEVELAND PLAY HOUSE | ||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | PC | MUSICALS AT CLEVELAND PLAY HOUSE | $40,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 526 SUPERIOR AVE | CLEVELAND | OH | 44114 | PC | ANNUAL CAMPAIGN | $2,500 |
| CLEVELAND STATE UNIVERSITY FOUNDATION | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | PC | STUDENT TICKETS 2015 PROGRAM/DISCRETIONARY FUND | $25,000 |
| COMMUNITY PARTNERSHIP FOR ARTS AND CULTURE | ||||||
| 1900 SUPERIOR AVE EAST STE 130 | CLEVELAND | OH | 44114 | PC | OPERATING SUPPORT | $30,000 |
| CONTEMPORARY YOUTH ORCHESTRA | ||||||
| 1640 RYDALMOUNT ROAD | CLEVELAND HEIGHTS | OH | 441181352 | PC | BROADWAY THROUGH THE YEARS | $5,000 |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||
| 2900 COMMUNITY COLLEGE AVE | CLEVELAND | OH | 44114 | PC | STUDENT TICKETS PROGRAM | $42,000 |
| FOUNDATION CENTER | ||||||
| 1422 EUCLID AVE 1300 | CLEVELAND | OH | 44115 | PC | ARTS PROGRAMMING | $5,000 |
| FRIENDS OF THE BREAKTHROUGH SCHOOLS | ||||||
| 3615 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | PC | UNRESTRICTED FUND | $1,000 |
| GILMOUR ACADEMY | ||||||
| 34001 CEDAR RD | GATES MILLS | OH | 44040 | PC | GENERAL OPERATING SUPPORT | $30,000 |
| GORDON SQUARE ARTS DISTRICT | ||||||
| 6516 DETROIT AVE STE 1 | CLEVELAND | OH | 44102 | PC | ANNUAL CAMPAIGN | $27,500 |
| GREAT LAKES THEATER FESTIVAL | ||||||
| 1501 EUCLID AVE STE 300 | CLEVELAND | OH | 44115 | PC | SPONSORSHOP AND MARKETING | $60,000 |
| GREATER AKRON MUSICAL ASSOCIATION | ||||||
| 92 N MAIN STREET | AKRON | OH | 443081932 | PC | YOUTH MUSIC EDUCATION OUTREACH PROGRAMS | $5,000 |
| GROUNDWORKS DANCE THEATER | ||||||
| 13125 SHAKER SQUARE | CLEVELAND | OH | 44115 | PC | CREATIVE RESIDENCIES AND ASSOCIATED PROGRAMMING | $10,000 |
| GROUP PLAN COMMISSION | ||||||
| 1240 HURON ROAD SUITE 300 | CLEVELAND | OH | 44144 | PC | CAPITAL AND CULTURAL ARTS PROGRAM SUPPORT FOR PUBLIC SQUARE TRANSFORMATION | $50,000 |
| HIRIAM COLLEGE | ||||||
| 6832 HINSDALE ST | HIRIAM | OH | 44234 | PC | STUDENT TICKETS | $2,000 |
| HOSPICE OF THE WESTERN RESERVE | ||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 441102602 | PC | NEW PIANOS FOR MUSIC THERAPY AND SPECIAL EVENTS IN THE DAVID SIMPSON HOSPICE HOUSE | $9,000 |
| IDEASTREAM | ||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | PC | STRENGTHENING THE ARTS THROUGH COLLABORATION | $50,000 |
| JEWISH FED OF CLEVELANDISRAELI PHILHARMONIC ORCH | ||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | PC | HOSTING ISRAEL PHILHARMONIC ORCHESTRA- JEWISH FEDERATION, FISCAL AGENT | $10,000 |
| JOHN CARROLL UNIVERSITY | ||||||
| 1 JOHN CARROLL BLVD | UNIVERSITY HTS | OH | 44118 | PC | KULAS AUDITORIUM RENOVATION PROJECT | $76,000 |
| JULIE BILLIART SCHOOL | ||||||
| 4982 CLUBSIDE RD | CLEVELAND | OH | 44124 | PC | MUSIC EDUCATION PROGRAM | $10,000 |
| KENT STATE UNIVERSITY FOUNDATION | ||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | PC | KULAS KENT/BLOSSOM MUSIC VISITING ARTIST SERIES | $18,000 |
| LAKE ERIE COLLEGE | ||||||
| 391 W WASHINGTON ST | PAINESVILLE | OH | 44077 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LAKE HEALTH FOUNDATION | ||||||
| 7590 AUBURN RD | CONCORD TWP | OH | 44077 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| LAWRENCE SCHOOL | ||||||
| 1551 E WALLINGS ROAD | BROADVIEW HEIGHTS | OH | 441471317 | PC | INSTRUMENTS AND UPGRADES FOR YOUR MUSIC PROGRAM | $13,000 |
| LEAGUE OF AMERICAN ORCHESTRAMUSICAL ARTS ASSOC | ||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | LEAGUE'S 70TH NATIONAL CONFERENCE IN CLEVELANDMUSICAL ARTS ASSOCIATION, FISCAL AGENT | $10,000 |
| MONTESSORI DEVELOPMENT PARTNERSHIPS | ||||||
| 13693 BUTTERNUT ROAD | BURTON | OH | 440219571 | PC | SUPPORT FOR PIANOS AND MUSICAL INSTRUMENTS | $15,000 |
| MUSICAL ARTS ASSOCIATION | ||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PC | SOUND FOR THE CENTENNIAL CAMPAIGN | $242,000 |
| NEAR WEST THEATER | ||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 44106 | PC | 2015 SPRING AND SUMMER PROGRAMMING | $20,000 |
| NOTRE DAME COLLEGE | ||||||
| 4545 COLLEGE RD | SOUTH EUCLID | OH | 44121 | PC | GENERAL OPERATING SUPPORT | $1,500 |
| OBERLIN COLLEGE | ||||||
| 173 W LORAIN ST | OBERLIN | OH | 44074 | PC | STUDENT TICKETS | $105,000 |
| OPEN DOORS ACADEMY | ||||||
| 3311 PERKINS AVENUE | CLEVELAND | OH | 44114 | PC | UNRESTRICTED FUND | $2,000 |
| OPERA CIRCLE | ||||||
| 6501 LANSING AVE | CLEVELAND | OH | 44105 | PC | GNERAL OPERATING SUPPORT | $15,000 |
| PIANO INTERNATIONAL ASSOCIATION OF NORTHERN OHIO | ||||||
| 20600 CHAGRIN BLVD STE 1110 | SHAKER HTS | OH | 44122 | PC | GENERAL OPERATING SUPPORT | $28,000 |
| PHILANTHROPY OHIO | ||||||
| 37 WEST BROAD ST STE 800 | COLUMBUS | OH | 43215 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $1,500 |
| PM FOUNDATIONURBAN COMMUNITY SCHOOL | ||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 44102 | PC | STUDENT TICKETS | $1,000 |
| PROFESSIONAL FLAIR | ||||||
| 3615 EUCLID AVENUE THIRD FLOOR | CLEVELAND | OH | 441152527 | PC | 35TH ANNIVERSARY OF PROFESSIONAL FLAIR AND 25 ANNIVERSARY OF ADA | $10,000 |
| RECOVERY RESOURCES | ||||||
| 3950 CHESTER AVE | CLEVELAND | OH | 44114 | PC | GENERAL OPERATING SUPPORT | $2,500 |
| ROCK AND ROLL HALL OF FAME AND MUSEUM | ||||||
| 1100 EAST 9TH STREET | CLEVELAND | OH | 44114 | PC | ROCK AND ROLL HALL OF FAME INDUCTIONS | $10,000 |
| SAINT JOSEPH ACADEMY | ||||||
| 3470 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | PC | ANNUAL FUND | $2,500 |
| SCULPTURE CENTER | ||||||
| 1834 E 123RD ST | CLEVELAND | OH | 44106 | PC | EXHIBITION AND EDUCATIONAL PROGRAMMING | $10,000 |
| ST CHRISTOPHER CHURCH | ||||||
| 20141 DETROIT RD | ROCKY RIVER | OH | 441162420 | PC | UNRESTRICTED FUND | $1,000 |
| ST EDWARD HIGH SCHOOL | ||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44107 | PC | ANNUAL CAMPAIGN | $5,000 |
| THE CITY CLUB OF CLEVELAND | ||||||
| 850 EUCLID AVENUE- 2ND FLOOR | CLEVELAND | OH | 441149671 | PC | ANNUAL CAMPAIGN | $2,000 |
| THE CITY MISSION | ||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | PC | PRODUCTION COSTS OF THE BENEFIT | $8,000 |
| THEATRE COMMUNICATION GROUPGREAT LAKES THEATRE | ||||||
| 1501 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| UNITED WAY OF GREATER CLEVELAND | ||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44155 | PC | ANNUAL CAMPAIGN | $55,000 |
| UNIVERSITY CIRCLE | ||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $19,000 |
| UNIVERSITY OF AKRON FOUNDATION | ||||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | PC | KULAS CONCERT SERIES | $25,000 |
| URSULINE COLLEGE | ||||||
| 2550 LANDER RD | PEPPER PIKE | OH | 44124 | PC | STUDENT TICKETS | $1,500 |
| YOUTH CHALLENGE | ||||||
| 19910 MALVERN ROAD | SHAKER HEIGHTS | OH | 44122 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| GREATER CLEVELAND FILM COMMISSION | ||||||
| 812 HURON ROAD EAST SUITE 690 | CLEVELAND | OH | 441151123 | PC | ANNUAL CAMPAIGN | $2,500 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVENUE- UN 501 | CLEVELAND | OH | 441152214 | PC | 2015 STUDENT TICKETS PROGRAM | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,942,700 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Group Plan Commission | ||||||
| 1240 HURON ROAD SUITE 300 | CLEVELAND | OH | 44114 | PC | CAPITAL AND CULTURAL ARTS PROGRAM SUPPORT FOR PUBLIC SQUARE TRANSFORMATION | $200,000 |
| Oberlin College | ||||||
| 173 W LORAIN ST | OBERLIN | OH | 44102 | PC | STUDENT TICKETS | $200,000 |
| Musical Arts Association | ||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PC | SOUND FOR THE CENTENNIAL CAMPAIGN | $1,560,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,010,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,101,383 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,265,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,379,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,379,371 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BDO USA, LLP | $25,620 | $12,810 | $12,810 |
| LOU GRASSO | $17,955 | $8,978 | $8,977 |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION FILED THE 2015 OHIO ATTORNEY GENERAL ANNUAL REPORT, AS REQUIRED BY THE STATE OF OHIO. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PNC INTERMEDIATE BOND FUND | BondNm |
| EOY Book Value | $6,426,794 | EOYBookValueAmt |
| EOYFMV | $6,426,794 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS - PNC FUNDS | $17,779,490 | $17,779,490 |
| CORPORATE STOCKS - COLUMBUS CI | $5,291,404 | $5,291,404 |
| CORPORATE STOCKS - COLUMBUS MI | $3,394,654 | $3,394,654 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF MULTI-ASSET FUND | FMV | $1,287,347 | $1,287,347 |
| TIFF PARTNERSHIP III | FMV | $32,177 | $32,177 |
| TIFF PARTNERSHIP IV | FMV | $102,439 | $102,439 |
| TIFF PRIVATE EQUITY PARTNERS | FMV | $162,977 | $162,977 |
| TIFF REALTY AND RESOURCES III | FMV | $342,840 | $342,840 |
| TIFF ABSOLUTE RETURN POOL CLAS | FMV | $2,206,465 | $2,206,465 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER AND HOSTETLER LLP | CategoryTxt |
| Legal Fees | $2,480 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,480 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $6,507 | $26,563 | $26,563 |
| RECEIVABLE-RELATED ORG. | $927 | $503 | $503 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $3,120,681 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| POSTAGE AND SUPPLIES | $2,221 | $2,221 |
| OHIO FILING FEE | $200 | $200 |
| DUES & MEMBERSHIPS | $8,761 | $8,761 |
| INSURANCE | $637 | $637 |
| MISCELLANEOUS | $153 | $153 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $12,423 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,423 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NCB | $4,321 | $4,321 | |
| TIFF | $14,021 | $14,021 | |
| HIGH YIELD | $2,343 | $2,343 | |
| SHEILA RAPP | $44,581 | $44,581 | |
| NCB FUNDS | $9,746 | $9,746 | |
| LIMITED MATURITY | $475 | $475 | |
| COLUMBUS CIRCLE | $52,261 | $52,261 | |
| COLUMBUS MID-CAP | $24,920 | $24,920 | |
| DEFORIA LANE | $9,119 | $9,119 | |
| LOUISE STEELE | $7,675 | $7,675 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $63,393 | |
| FOREIGN TAXES | $104 | $104 |