JOHN P MURPHY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P MURPHY FOUNDATION (EIN 34-6528308)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-11
- IRS object ID
- 201623169349100962
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-11T13:53:16-06:00 | 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 | 346528308 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN P MURPHY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD J CLARK | InCareOfNm |
| Business Name Control | JOHN | 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 | OFFICER | 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 | $48,264,136 | 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 |
| Dividends Rev And Expnss | $1,542,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,542,765 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,433,924 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,277,366 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,433,924 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,470 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $27,470 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,004,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,004,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $655,655 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $93,609 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $562,046 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $153,059 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $153,059 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $35,024 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,024 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,003 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,003 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,110 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $25,110 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $280,813 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $280,813 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $71,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,606 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $23,003 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,562 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $51,014 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $51,014 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$67,877 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | -$67,877 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,246,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $402,138 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $783,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,559,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,559,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,805,402 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $402,138 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,342,682 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,198,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,602,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,013,611 | CashBOYAmt |
| Cash EOY | $1,072,613 | CashEOYAmt |
| Cash EOYFMV | $1,072,613 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $669,675 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $686,402 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $686,402 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $80,620 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $80,620 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $38,998,219 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,945,006 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,945,006 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,936,738 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,318,690 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,318,690 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,591,331 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,070,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,070,439 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $167,549 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $139,005 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $43,106 | LandBOYAmt |
| Land EOY | $28,544 | LandEOYAmt |
| Land EOYFMV | $28,544 | LandEOYFMVAmt |
| Other Assets BOY | $94,634 | OtherAssetsBOYAmt |
| Other Assets EOY | $61,822 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $61,822 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,347,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,264,136 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,264,136 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,704 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $740 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,704 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $740 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $52,341,610 | CapitalStockBOYAmt |
| Capital Stock EOY | $48,263,396 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,341,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,263,396 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,347,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,264,136 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,341,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,198,757 | ExcessRevenueOverExpensesAmt |
| Subtotal | $53,540,367 | SubtotalAmt |
| Other Decreases | $5,276,971 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $48,263,396 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MARKETABLE SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $31,277,366 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,843,442 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,433,924 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,433,924 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,433,924 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,188,315 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $51,307,095 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062142 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,351,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $47,858,160 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07002 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,492,781 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $44,663,602 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055812 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,074,553 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,308,872 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,271,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $43,080,037 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052717 | DistributionYr5Rt |
| Total Distribution | 0.308549 | TotalDistributionRt |
| Average Distribution | 0.06171 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $50,278,399 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,102,680 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46,020 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,148,700 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,342,682 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $46,020 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,020 | SubtotalAmt |
| Tax Based On Investment Income | $46,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $126,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $126,640 | TotalPaymentsAndCreditsAmt |
| Overpayment | $80,620 | OverpaymentAmt |
| Applied To ES Tax | $46,020 | AppliedToESTaxAmt |
| Refund | $34,600 | RefundAmt |
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/JPMURPHY/ | 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 | 50 PUBLIC SQUARE 600 TERMINAL | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| roBERT R BROADBENT | ||||||||
| 50 PUBLIC SQUARE 600 TERMINAL TOWE | clEVELAND | OH | 44113 | vp/tRUSTEE | 5.0 | $65,750 | ||
| PATRICIA BROWNELL | ||||||||
| 50 PUBLIC SQUARE 600 TERMINAL TOWE | CLEVELAND | OH | 44113 | vp/tRUSTEE | 5.0 | $37,000 | ||
| RICHARD J CLARK | ||||||||
| 50 PUBLIC SQUARE 600 TERMINAL TOWE | CLEVELAND | OH | 44113 | VP/SEC/TRUSTEE | 30.0 | $167,166 | $23,297 | $1,895 |
| NANCY MCCANN | ||||||||
| 50 PUBLIC SQUARE 600 TERMINAL TOWE | CLEVELAND | OH | 44113 | PRES/TREAS/TRUSTEE | 20.0 | $244,223 | $5,324 | |
| JOHN F O'BRIEN | ||||||||
| 50 PUBLIC SQUARE 600 TERMINAL TOWE | CLEVELAND | OH | 44113 | VP/TRUSTEE | 5.0 | $37,000 | ||
| LESLIE RESNIK | ||||||||
| 50 PUBLIC SQUARE 600 TERMINAL TOWE | ClEVELAND | OH | 44113 | VP/TRUSTEE | 5.0 | $37,000 | ||
| FREDERICK G STUEBER | ||||||||
| 50 PUBLIC SQUARE 600 TERMINAL TOWE | ClEVELAND | OH | 44113 | VP/TRUSTEE | 5.0 | $37,000 | ||
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEILA RAPP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CLEVELAND/AKRON AREA | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTAN | ServiceTypeTxt |
| Compensation | $90,896 | CompensationAmt |
| 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 | $45,776,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,025,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,241,424 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,044,060 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,044,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $765,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,278,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,513,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,513,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,020 | TotalTaxAmt |
| Distributable Before Adj | $2,467,900 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,467,900 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,467,900 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,342,682 | 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 | $3,342,682 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $46,020 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,296,662 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,467,900 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $161,714 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $882,649 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $305,419 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,031,764 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $749,577 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,131,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,342,682 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,467,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $874,782 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,005,905 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $161,714 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,844,191 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $882,649 | ExcessFromYear4Amt |
| Excess From Year3 | $305,419 | ExcessFromYear3Amt |
| Excess From Year2 | $1,031,764 | ExcessFromYear2Amt |
| Excess From Year1 | $749,577 | ExcessFromYear1Amt |
| Excess From Current Year | $874,782 | 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 | NANCY W MCCANN PRESIDENT | 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 6 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 | JOHN P. MURPHY FOUNDATION CONFINES ITS GRANTS PRIMARILY TO COMMUNITY, EDUCATIONAL, ARTS, HEALTH, SOCIAL SERVICE AND RELIGIOUS INSTITUTIONS IN THE GREATER CLEVELAND AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| APOLLO'S FIRE BAROQUE ORCHESTRA | ||||||
| 3091 MAYFIELD RD | CLEVELAND HTS | OH | 44118 | PC | General Operating Support | $17,000 |
| BECK CENTER FOR THE ARTS | ||||||
| 17801 DETROIT AVE | LAKEWOOD | OH | 44107 | PC | MUSIC EDUCATION PROGRAM | $20,000 |
| BOYS HOPE GIRLS HOPE | ||||||
| 9619 GARFIELD BOULEVARD | GARFIELD HEIGHTS | OH | 44125 | PC | GENERAL OPERATING SUPPORT | $80,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | TEMPLE-TIFERETH ISRAEL RENOVATION INITIATIVE | $61,000 |
| CENTER FOR ARTS INSPIRED LEARNING | ||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | PC | ARTWORKS YEAR ROUND | $15,000 |
| CENTRAL SCHOOL OF PRACTICAL NURSING | ||||||
| 4700 ROCKSIDE ROAD 250 | INDEPENDENCE | OH | 44131 | PC | CAPACITY BUIDING THROUGH INCREASING TECHNOLOGY | $1,800 |
| CHAMBERFEST CLEVELAND | ||||||
| 20620 NORTH PARK BLVD SUITE 217 | CLEVELAND | OH | 44131 | PC | ARTISTS' FEES | $5,000 |
| CITY CLUB OF CLEVELAND | ||||||
| 850 EUCLID AVENUE - 2ND FLOOR | CLEVELAND | OH | 441149671 | PC | ANNUAL CAMPAIGN | $15,000 |
| CITY MUSIC | ||||||
| 2865 FAIRFAX ROAD | CLEVELAND HEIGHTS | OH | 441184013 | PC | HOMELESS CHILDREN PROJECT "DREAMS AND WISHES" | $5,000 |
| CLEVELAND BOTANICAL GARDEN | ||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | PC | GREEN CORPS URBAN YOUTH PROGRAM | $52,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 95400 EUCLID AVE | CLEVELAND | OH | 44106 | PC | MEDICAL HUMANITIES FUND | $127,000 |
| CLEVELAND INSTITUTE OF ART | ||||||
| 11610 EUCLID AVE | CLEVELAND | OH | 44106 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CLEVELAND INSTITUTE OF MUSIC | ||||||
| 11021 EAST BLVD | CLEVELAND | OH | 44106 | PC | ELECTRONIC RECORDS UPGRADE | $25,000 |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | ||||||
| 737 CANAL RD | CLEVELAND | OH | 44113 | PC | THE 38TH INTERNATIONAL FILM FESTIVAL | $35,000 |
| CLEVELAND LEADERSHIP CENTER | ||||||
| 1375 E 9TH STREET 2430 | CLEVELAND | OH | 44114 | PC | GENERAL OPERATING SUPPORT | $11,000 |
| CLEVELAND MODERN DANCE ASSOCIATION | ||||||
| 13110 SHAKER BLVD | CLEVELAND | OH | 44120 | PC | SUPPORT FOR DANCE CLEVELAND SEASON | $12,500 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $102,000 |
| CLEVELAND MUSEUM OF ART | ||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | PC | ANNUAL FUND | $5,000 |
| CLEVELAND MUSEUM OF CONTEMPORARY ART | ||||||
| 11400 EUCLID AVE | CLEVELAND | OH | 44106 | PC | ENHANCEMENT OF SOCIAL MEDIA PROGRAM | $25,000 |
| CLEVELAND MUSIC SCHOOL SETTLEMENT | ||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CLEVELAND PLAY HOUSE | ||||||
| BULKLEY BUILDING 1501 EUCLID AVE | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $35,000 |
| CLEVELAND POPS ORCHESTRA | ||||||
| 24000 MERCHANTILE RD 8 | CLEVELAND | OH | 44122 | PC | NEW MUSIC ARRANGEMENTS AND RENTALS | $10,000 |
| CLEVELAND RAPE CRISIS CENTER | ||||||
| 526 SUPERIOR AVE | CLEVELAND | OH | 44114 | PC | ANNUAL CAMPAIGN | $2,500 |
| CLEVELAND SIGHT CENTER | ||||||
| 1909 E 101ST STREET | CLEVELAND | OH | 44106 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| CLEVELAND STATE UNIVERSITY FOUNDATION | ||||||
| 2121 EUCLID AVE | CLEVELAND | OH | 44115 | PC | STUDENT TICKETS/ANNUAL FUND | $30,000 |
| COLLEGE NOW GREATER CLEVELAND | ||||||
| TOWER CITY CENTER 50 PUBLIC SQUARE | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT | $25,500 |
| COMMUNITY PARTNERSHIP FOR ARTS AND CULTURE | ||||||
| 1900 SUPERIOR AVE EAST STE 130 | CLEVELAND | OH | 44114 | PC | OPERATING SUPPORT | $25,000 |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | ||||||
| 2900 COMMUNITY COLLEGE AVE | CLEVELAND | OH | 44115 | ARTS PROGRAMMING | $25,000 | |
| DOWNTOWN CLEVELAND ALLIANCE | ||||||
| 1010 EUCLID AVE | CLEVELAND | OH | 44115 | PC | WINTERFEST | $25,000 |
| FAIRHILL PARTNERS | ||||||
| 1220 FAIRHILL RD | CLEVELAND | OH | 44120 | PC | ANNUAL FUND | $2,500 |
| FOUNDATION CENTER | ||||||
| 1422 EUCLID AVE 1600 | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $7,000 |
| 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 | NEW PERFORMING ARTS CENTER | $100,000 |
| GORDON SQUARE ARTS DISTRICT | ||||||
| 6516 DETROIT AVE STE 1 | CLEVELAND | OH | 44102 | PC | ANNUAL CAMPAIGN | $16,500 |
| GREAT LAKES THEATER FESTIVAL | ||||||
| 5905 TRAIN AVE | CLEVELAND | OH | 44102 | PC | GENERAL OPERATING SUPPORT | $110,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | PC | GENERAL OPERATING SUPPORT | $1,500 |
| GREATER CLEVELAND MEDIA DEVELOPMENT CORPORATION | ||||||
| 812 HURON ROAD EAST SUITE 690 | CLEVELAND | OH | 441151123 | PC | ANNUAL CAMPAIGN | $45,000 |
| GREATER CLEVELAND VOLUNTEERS | ||||||
| 4415 EUCLID AVE | CLEVELAND | OH | 44103 | PC | GERNERAL OPERATING SUPPORT | $6,000 |
| GROUNDWORKS DANCE THEATER | ||||||
| 13125 SHAKER SQUARE | CLEVELAND | OH | 44120 | PC | ARTISTIC PROGRAMMING AND OUTREACH ACTIVITIES | $15,000 |
| GROUP PLAN COMMISSION | ||||||
| 1240 HURON ROAD SUITE 300 | CLEVELAND | OH | 44114 | PC | CAPITAL AND CULTURAL ARTS PROGRAM SUPPORT FOR PUBLIC SQUARE TRANSFORMATION | $200,000 |
| IDEASTREAM | ||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | PC | STRENGTHENING ARTS THROUGH COLLABORATION | $55,000 |
| JEWISH COMMUNITY CENTER | ||||||
| 26001 S WOODLAND RD | BEACHWOOD | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| JEWISH FEDERATION | ||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | PC | GENERAL OPERATING SUPPORT | $10,000 |
| JULIE BILLIART SCHOOL | ||||||
| 4982 CLUBSIDE RD | CLEVELAND | OH | 44124 | PC | ARTS PROGRAMMING | $7,500 |
| KARAMU HOUSE | ||||||
| 8111 QUINCY AVE | CLEVELAND | OH | 44104 | PC | THEATER ARTS PERFORMANCE | $5,000 |
| KENT STATE UNIVERSITY FOUNDATION | ||||||
| 800 E SUMMIT ST | KENT | OH | 44240 | PC | TECHSTYLELAB: PHASE THREE AND BEYOND, ANNUAL FUND | $26,500 |
| LEAGUE OF AMERICAN ORCHESTRASMUSICAL ARTS ASS | ||||||
| 33 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | LEAGUE'S 70TH NATIONAL CONFERENCE IN CLEVELAND - MUSICAL ARTS ASSOCIATION, FISCAL AGENT | $10,000 |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PC | ANNUAL FUND | $21,000 |
| MENORAH PARK FOUNDATION | ||||||
| 27100 CEDAR RD | BEACHWOOD | OH | 44122 | PC | GENERAL OPERATING SUPPORT | $5,000 |
| MUSEUM OF CONTEMPORARY ART | ||||||
| 11400 EUCLID AVE | CLEVELAND | OH | 44106 | ENHANCEMENT OF SOCIAL MEDIA PROGRAM | $3,000 | |
| MUSICAL ARTS ASSOCIATION | ||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PC | SOUND THE CENTENNIAL CAMPAIGN/ANNUAL FUND | $589,000 |
| NEAR WEST THEATRE | ||||||
| 6702 DETROIT AVE | CLEVELAND | OH | 44102 | PC | SPRING AND SUMMER PROGRAMMING | $5,000 |
| NORTH UNION FARMERS MARKET | ||||||
| 13111 SHAKER SQUARE 301 | CLEVELAND | OH | 44120 | PC | GENERAL OPERATING SUPPORT | $6,000 |
| OPERA CIRCLE | ||||||
| 6501 LANSING AVE | CLEVELAND | OH | 44105 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| PHILANTHROPY OHIO | ||||||
| 37 WEST BROAD ST STE 800 | COLUMBUS | OH | 43215 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| PIANO INTERNATIONAL ASSOCIATION OF NORTHERN OHIO | ||||||
| 20600 CHAGRIN BLVD STE 1110 | SHAKER HTS | OH | 44122 | PC | ANNUAL FUND/PIANO CONCERT | $2,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVE | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $51,900 |
| RECOVERY RESOURCES | ||||||
| 3950 CHESTER AVE | CLEVELAND | OH | 44114 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| ROCK AND ROLL HALL OF FAME AND MUSEUM | ||||||
| 1100 EAST 9TH STREET | CLEVELAND | OH | 44114 | PC | ROCK AND ROLL HALL OF FAME INDUCTIONS | $2,000 |
| SAINT JOSEPH ACADEMY | ||||||
| 3470 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | PC | ANNUAL FUND | $19,500 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | ||||||
| 6111 LAUSCHE AVE | CLEVELAND | OH | 44103 | PC | GENERAL OPERATING SUPPORT | $2,100 |
| SALVATION ARMY | ||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $40,000 |
| SALVATION ARMY OF GREATER CLEVELAND | ||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | GENERAL OPERATING SUPPORT | $1,000 | |
| SCULPTURE CENTER | ||||||
| 1834 E 123RD ST | CLEVELAND | OH | 44106 | PC | EXHIBITION AND EDUCATIONAL PROGRAMMING | $15,000 |
| SPACES | ||||||
| 2220 SUPERIOR VIADUCT | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| ST EDWARD HIGH SCHOOL | ||||||
| 13500 DETROIT AVE | LAKEWOOD | OH | 44107 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| ST VINCENT CHARITY DEVELOPMENT FOUNDATION | ||||||
| 2351 EAST 22ND ST | CLEVELAND | OH | 44115 | PC | ST. VINCENT MEDICAL OFFICES AT ST. IGNACITIUS HIGH SCHOOL | $100,000 |
| STELLA MARIS | ||||||
| 1320 WASHINGTON AVE | CLEVELAND | OH | 44113 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THEATRE COMMUNICATIONS GROUPGREAT LAKES THEATER | ||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | PC | GENERAL OPERATING SUPPORT | $15,000 |
| TRINITY CATHEDRAL | ||||||
| 2230 EUCLID AVE | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $20,000 |
| UNITED WAY OF GREATER CLEVELAND | ||||||
| 1331 EUCLID AVE | CLEVELAND | OH | 44115 | PC | ANNUAL CAMPAIGN | $60,000 |
| URSULINE ACADEMY OF CLEVELAND | ||||||
| 2550 LANDER RD | PEPPER PIKE | OH | 44124 | PC | CAPITAL AND REBUILDING CAMPAIGNS | $10,000 |
| URSULINE COLLEGE | ||||||
| 2550 LANDER RD | PEPPER PIKE | OH | 44124 | PC | GENERAL OPERATING SUPPORT | $1,000 |
| VOCATIONAL GUIDANCE SERVICES | ||||||
| 2239 EAST 55TH ST | CLEVELAND | OH | 44103 | PC | GENERAL OPERATING SUPPORT | $3,000 |
| KENT STATE FOUNDATION | ||||||
| 350 S LINCOLN STREET | KENT | OH | 44242 | PC | IN MEMORY OF ROBERT BROADBENT | $40,000 |
| ROCK AND ROLL HALL OF FAME | ||||||
| 1100 E 9TH ST | CLEVELAND | OH | 44114 | PC | IN MEMORY OF ROBERT BROADBENT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,559,300 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | PC | GENERAL OPERATING SUPPORT | $225,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | PC | GENERAL OPERATING SUPPORT | $400,000 |
| GILMOUR ACADEMY | ||||||
| 34001 CEDAR ROAD | GATES MILLS | OH | 44040 | PC | GENERAL OPERATING SUPPORT | $50,000 |
| GROUP PLAN COMMISSION | ||||||
| 1240 HURON ROAD SUITE 300 | CLEVELAND | OH | 44114 | PC | CAPITAL AND CULTURAL ARTS PROGRAM SUPPORT FOR PUBLIC SQUARE TRANSFORMATION | $800,000 |
| MUSICAL ARTS ASSOCIATION | ||||||
| 11001 EUCLID AVE | CLEVELAND | OH | 44106 | PC | GENERAL OPERATING SUPPORT | $1,200,000 |
| ST VINCENT CHARITY DEVELOPMENT FOUNDATION | ||||||
| 2351 E 22ND STREET | CLEVELAND | OH | 44115 | PC | GENERAL OPERATING SUPPORT | $700,000 |
| LAKELAND FOUNDATION | ||||||
| 7700 CLOCKTOWER DRIVE | KIRTLAND | OH | 44094 | PC | GENERAL OPERATING SUPPORT | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,382,500 | 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 | $1,542,765 | 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 | $27,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,433,924 | 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 | $5,004,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,004,159 | 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 | $27,368 | $13,684 | $13,684 |
| LOU GRASSO | $22,852 | $11,426 | $11,426 |
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 (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - PNC-HIGH YIE | $3,043,073 | $3,043,073 |
| CORPORATE BONDS - PNC-LTD MAT | $3,275,617 | $3,275,617 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCKS - PNC DIR COS | $18,855,550 | $18,855,550 |
| CORPORATE STOCKS - BRANDYWINE | $3,984,616 | $3,984,616 |
| CORPORATE STOCKS - COLUMBUS | $4,349,572 | $4,349,572 |
| CORPORATE STOCKS - DIVIDEND HY | ||
| CORPORATE STOCKS - PNC LCG | $8,755,268 | $8,755,268 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF PARTNERS II | FMV | $3,395 | $3,395 |
| TIFF PARTNERS III | FMV | $64,346 | $64,346 |
| TIFF PARTNERS IV | FMV | $102,439 | $102,439 |
| TIFF EQUITY PARTNERS 2006 | FMV | $162,977 | $162,977 |
| TIFF ABSOLUTE RETURN POOL | FMV | $3,249,716 | $3,249,716 |
| TIFF REALTY AND RESOURCES III | FMV | $171,417 | $171,417 |
| EARLY STAGE PARTNERS, L.P. | FMV | $71,142 | $71,142 |
| GK PROPERTIES II | FMV | $245,007 | $245,007 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BAKER AND HOSTETLER LLP | $1,103 | $1,103 |
| SOSIN LAW LLC | $900 | $900 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INCOME | $92,523 | $59,711 | $59,711 |
| OTHER ASSETS | $2,111 | $2,111 | $2,111 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENT | $5,276,259 |
| PRIOR PERIOD ADJUSTMENT TO NET ASSETS | $712 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| INSURANCE | $1,972 | $1,972 |
| OFFICE EXPENSE | $71,134 | $71,134 |
| OHIO FILING FEE | $200 | $200 |
| DUE AND MEMBERSHIPS | $7,104 | $7,104 |
| COST SHARE REIMBURSEMENT | -$148,287 | -$148,287 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENTS | Desc |
| Revenue And Expenses Per Books | $27,470 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $27,470 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYABLE - RELATED ORG. | $927 | $740 |
| INCOME TAX PAYABLE | $4,777 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NBC DIRECT | $8,533 | $8,533 |
| TIFF | $12,488 | $12,488 |
| SHEILA RAPP | $90,896 | $90,896 |
| BRANDYWINE | $58,162 | $58,162 |
| COLUMBUS | $27,970 | $27,970 |
| HIGH YEILD | $14,338 | $14,338 |
| DIV HYBRID | $6,137 | $6,137 |
| LTD MAT HYBRID | $24 | $24 |
| NCB LCG | $62,265 | $62,265 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $46,020 | ||
| FOREIGN TAXES | $1,796 | $1,796 | |
| PAYROLL TAXES | $23,813 | $810 | $23,003 |