THE FEDELI FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE FEDELI FAMILY CHARITABLE FOUNDATION (EIN 31-1740537)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202513149349102661
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T14:39:44-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341322309 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIUNI & PANICHI INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25201 CHAGRIN BLVD 200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225683 | 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 | 311740537 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEDELI FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEDE | BusinessNameControlTxt |
| Phone | 2163288080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 318003 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMBERTO FEDELI JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2163288080 | PhoneNum |
| Signature | 2025-09-25 | 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 | JAMES R KOMOS CPA | PreparerPersonNm |
| PTIN | P00174589 | PTIN |
| Phone | 2168317171 | PhoneNum |
| Preparation | 2025-09-25 | PreparationDt |
| 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 | $24,584,107 | 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 | $2,099,391 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $172,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,115,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,111,107 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $86,530 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $86,530 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,243,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $219,386 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $219,386 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,516 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,764 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $247,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $229,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $547,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $547,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $795,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $229,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $547,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $447,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,197 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $165,010 | CashBOYAmt |
| Cash EOY | $836,365 | CashEOYAmt |
| Cash EOYFMV | $836,365 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,006,410 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,252,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,423,282 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,598,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,978,662 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,432,267 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $582,219 | OtherAssetsBOYAmt |
| Other Assets EOY | $892,193 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $892,193 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,352,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,959,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,584,107 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $59,071 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $219,386 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $59,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $219,386 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,293,103 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,740,495 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,293,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,740,495 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,352,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,959,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,293,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $447,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,740,495 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,740,495 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BROOKFIELD RENEWABLE PARTNERS LP | P | 2024-01-01 | 2024-12-31 | $28,304 | $28,304 | $28,304 | |
| RIVERSIDE ACCELERATION CAPITAL FUND II LP | P | 2024-01-01 | 2024-12-31 | $27,485 | $27,485 | $27,485 | |
| RIVERSIDE SOFTWARE LENDING FUND I, LP | P | 2024-01-01 | 2024-12-31 | $607 | $607 | $607 | |
| RIVERSIDE SOFTWARE LENDING FUND I, LP | P | 2024-01-01 | 2024-12-31 | $434 | $434 | $434 | |
| ST PUBLICLY TRADED SECRITIES | P | 2024-01-01 | 2024-12-31 | $312,233 | -$36,927 | -$36,927 | $349,160 |
| LT PUBLICLY TRADED SECRITIES | P | 2024-01-01 | 2024-12-31 | $2,742,043 | -$1,135,641 | -$1,135,641 | $3,877,684 |
| VIRTERA PRIVATE SELECT FUND I, LP | P | 2024-01-01 | 2024-12-31 | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,115,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,129 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,129 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,709 | OverpaymentAmt |
| Applied To ES Tax | $23,709 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER TOOKMAN | IndividualWithBooksNm |
| Phone | 2163288080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5005 ROCKSIDE ROAD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441316808 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| UMBERTO FEDELI JR | ||||||||
| 820 VILLAGE TRAILS | GATES MILLS | OH | 44040 | TRUSTEE | 4.00 | $219,386 | $0 | $0 |
| MARYELLEN FEDELI | ||||||||
| 820 VILLAGE TRAILS | GATES MILLS | OH | 44040 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,135,907 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,438,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,438,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $261,577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,176,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $858,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $858,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $420 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $178 | IncomeTaxAmt |
| Total Tax | $598 | TotalTaxAmt |
| Distributable Before Adj | $858,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $858,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $858,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $547,945 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $547,945 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $858,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $542,621 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $547,945 | QualifyingDistributionsAmt |
| Applied To Year1 | $542,621 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $852,922 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | UMBERTO FEDELI JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 3 SUMMIT PARK DRIVE 550 | INDEPENDENCE | OH | 44131 | N/A | KAZ KARES 2024 WALK2ENDALZ | $2,000 |
| ANGELS OF MERCY | ||||||
| 692 N WINTON RD | ROCHESTER | NY | 14609 | N/A | TO SUPPORT OPERATIONS | $2,500 |
| AUTISM SPEAKS | ||||||
| 5455 WILSHIRE BLVD 2250 | LOS ANGELES | CA | 90036 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $1,000 |
| AVE MARIA UNIVERSITY | ||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | N/A | 3-S SCHOLARSHIP | $7,500 |
| BENEDICTINE HIGH SCHOOL | ||||||
| 2900 MARTIN LUTHER KING JR DRIVE | CLEVELAND | OH | 44104 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $7,000 |
| BOY SCOUTS OF AMERICA | ||||||
| 32900 JACKSON ROAD | MORELAND HILLS | OH | 44022 | N/A | OPERATION SUPPORT | $1,500 |
| CATHOLIC COMMUNITY FOUNDATION | ||||||
| 1404 E 9TH STREET 8TH FLOOR | CLEVELAND | OH | 44114 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $35,000 |
| CHAGRIN VALLEY HUNTER JUMPER | ||||||
| PO BOX 23552 | CHAGRIN FALLS | OH | 44023 | N/A | CHAGRIN HUNTER JUMPER CLASSIC | $500 |
| CHRIST CHILD SOCIETY | ||||||
| 7901 DETROIT AVENUE SUITE 300 | CLEVELAND | OH | 44102 | N/A | 2024 STARLIGHT SOIREE | $2,500 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | FEDELI FAMILY ACCELERATOR FUND 2024 | $100,000 |
| COACH SAM'S INNER CIRCLE FOUNDATION | ||||||
| 23715 MERCANTILE ROAD 217A | BEACHWOOD | OH | 44122 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $1,000 |
| CONCERTS FOR HOPE | ||||||
| PO BOX 172 | SIMPSONVILLE | KY | 40067 | N/A | CONCERTS FOR HOPE 2024 | $1,500 |
| CORNERSTONE OF HOPE | ||||||
| 5905 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $4,000 |
| CUYAHOGA COMMUNITY COLLEGE | ||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $10,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | ||||||
| 2111 SNOW ROAD | PARMA | OH | 44134 | N/A | BOOKS & BITES - 2024 PRESENTING SPONSOR | $7,500 |
| EDUCATIONAL ASSISTANCE FUND INC | ||||||
| 30947 BEL AIRE CIRCLE | WESTLAKE | OH | 44145 | N/A | ADOPT A STUDENT/SAVE A NATION-2024 | $2,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 33314 ST JAMES TRAIL | AVON | OH | 44011 | N/A | FCA ALL ABILITIES CAMP 2024 | $2,000 |
| FRIENDS OF RWANDAN EDUCATION | ||||||
| 226 BRENTWOOD DRIVE | HUDSON | OH | 44236 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $15,000 |
| FRIENDS OF THE OHIO GOVERNOR'S RESIDENCE AND HERITAGE GARDEN | ||||||
| 358 N PARKVIEW AVENUE | COLUMBUS | OH | 43209 | N/A | OPERATING SUPPORT | $1,000 |
| GIUSEPPE RIPA | ||||||
| 901 ORCHARDVIEW ROAD | SEVEN HILLS | OH | 44131 | N/A | HOUSE-ONESOUTHEUCLID EVENT 7-24-24 | $2,970 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $35,000 |
| GROUNDWORKS DANCE THEATER | ||||||
| 13125 SHAKER SQUARE SUITE102 | CLEVELAND | OH | 44120 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $500 |
| HANDS TOGETHER | ||||||
| 2587 CONLEY ROAD | CEDARVILLE | OH | 45314 | N/A | HANDS TOGETHER 2024 | $15,000 |
| HATTIE LARLHAM FOUNDATION | ||||||
| 9772 DIAGONAL ROAD | MANTUA | OH | 44255 | N/A | 2024 ANNUAL CONTRIBUTION | $2,500 |
| HONDURAN CHILDREN'S RESCUE FUND | ||||||
| 2470 MIRAMAR BLVD | UNIVERSITY HEIGHTS | OH | 44118 | N/A | HCRF-2024 | $6,500 |
| HUNTINGTON DISEASE SOCIETY OF AMERICA | ||||||
| PO BOX 14668 | CLEVELAND | OH | 44114 | N/A | 2024 CELEBRATION OF HOPE | $5,000 |
| ICU MOBILE | ||||||
| 2569 ROMIG ROAD STE 303 | AKRON | OH | 44320 | N/A | OPERATING SUPPORT | $4,000 |
| INSTITUTE OF CHRIST THE KING SOVEREIGN PRIEST | ||||||
| 6415 S WOODLAWN AVE | CHICAGO | IL | 60637 | N/A | OPERATING SUPPORT | $2,500 |
| ITALIAN AMERICAN PROFESSIONAL & BUSINESSMEN'S CLUB | ||||||
| 3560 W MARKET STREET STE 340 | AKRON | OH | 44333 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $1,000 |
| JENNINGS | ||||||
| 10204 GRANGER ROAD | GARFIELD HEIGHTS | OH | 44125 | N/A | DIVINE STATUE RESTORATION DONATION | $37,525 |
| JENNINGS | ||||||
| 10204 GRANGER ROAD | GARFIELD HEIGHTS | OH | 44125 | N/A | 2024 SPIRIT & SPLENDOR | $4,500 |
| JOHN CARROLL UNIVERSITY | ||||||
| 1 JOHN CARROLL BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | N/A | SCHOLARSHIPS | $51,000 |
| JOSEPH & MARY'S HOME | ||||||
| 2412 COMMUNITY COLLEGE AVE | CLEVELAND | OH | 44115 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $2,500 |
| JULIE BILLIART SCHOOL | ||||||
| 4982 CLUBSIDE ROAD | LYNDHURST | OH | 44124 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $5,000 |
| MARYSSA'S MISSION FOUNDATION | ||||||
| 610 LINDBERG BLVD | BEREA | OH | 44017 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $2,500 |
| MEDWISH INTERNATIONAL | ||||||
| 1625 E 31ST STREET | CLEVELAND | OH | 44144 | N/A | MEDBASH 2024 | $1,000 |
| MIRACLE LEAGUE OF LAKE COUNTY | ||||||
| 35150 LAKESHORE BLVD | EASTLAKE | OH | 44095 | N/A | IN HONOR OF DENNIS JAMES MORLEY | $500 |
| NATIONAL MS SOCIETY | ||||||
| 436 MAPLEWOOD DRIVE | WILLOWICK | OH | 44095 | N/A | MS WALK-2024-TEAM BEACH BUMS | $250 |
| NOIA FOUNDATION | ||||||
| 2026 MURRAY HILL RD | CLEVELAND | OH | 44106 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $1,000 |
| NOIA FOUNDATION | ||||||
| 12018 MAYFIELD ROAD | CLEVELAND | OH | 44106 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $6,500 |
| NOIA FOUNDATION | ||||||
| 12018 MAYFIELD ROAD | CLEVELAND | OH | 44106 | N/A | SCHOLARSHIP & OFFICE DONATION | $30,000 |
| NOTRE DAME COLLEGE | ||||||
| 4545 COLLEGE ROAD | SOUTH EUCLID | OH | 44121 | N/A | ARTIFACT PRESERVATION | $1,500 |
| OHIO GOVERNOR'S RESIDENCE AND OFFICE FOUNDATION | ||||||
| 2168 SUTTER PARKWAY | DUBLIN | OH | 43016 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $1,000 |
| ONE SOUTH EUCLID | ||||||
| 4645 MAYFIELD ROAD | SOUTH EUCLID | OH | 44121 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $5,000 |
| PARTNERSHIP SCHOOLS | ||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $20,000 |
| PATRONS OF THE ARTS IN THE VATICAN MUSEUM | ||||||
| 5382 POTOMAC DRIVE | BRECKSVILLE | OH | 44141 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $5,100 |
| PELOTONIA | ||||||
| 450 W BROAD STREET | COLUMBUS | OH | 43215 | N/A | RIDERID#EE0046-TEAM BUCKEYE-PHARM | $500 |
| REGINA HEALTH CENTER | ||||||
| 5232 BROADVIEW ROAD | RICHFIELD | OH | 442869609 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $500 |
| RONALD MCDONALD HOUSE CHARITIES OF NEO | ||||||
| 1393 APPLE VALLEY COURT | BROADVIEW HEIGHTS | OH | 44147 | N/A | 2024 STEPS FOR RONALD MCDONALD HOUSE | $250 |
| SAINT MARON CHURCH | ||||||
| 7800 BROOKSIDE ROAD | INDEPENDENCE | OH | 44131 | N/A | 2024 ANNUAL FESTIVAL-SILVER SPONSOR | $1,000 |
| SHRINE OF ST ELIZABETH | ||||||
| 9016 BUCKEYE ROAD | CLEVELAND | OH | 44104 | N/A | OPERATING SUPPORT | $5,000 |
| SISTERS OF THE MOST | ||||||
| 21281 CHARDON RD | EUCLID | OH | 44117 | N/A | #WEGIVE CATHOLIC | $2,000 |
| ST ANTHONY OF PADUA | ||||||
| 6800 STATE ROAD | PARMA | OH | 44134 | N/A | #WEGIVECATHOLIC CAMPAIGN | $350 |
| ST CLARE | ||||||
| 5655 MAYFIELD ROAD | LYNDHURST | OH | 44124 | N/A | COMMUNITY DAYS 2024 | $500 |
| ST FRANCIS OF ASSISI | ||||||
| 6850 MAYFIELD ROAD | GATES MILLS | OH | 44040 | N/A | FESTIVAL 2024 | $2,000 |
| THE BYZANTINE CATHOLIC EPARCHY OF PARMA | ||||||
| 5000 ROCKSIDE ROAD STE 310 | INDEPENDENCE | OH | 44131 | N/A | 2023/2024 ANNUAL STEWARDSHIP DONATION | $2,000 |
| THE BYZANTINE CATHOLIC EPARCHY OF PARMA | ||||||
| 5000 ROCKSIDE ROAD STE 310 | INDEPENDENCE | OH | 44131 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $5,000 |
| THE BYZANTINE CATHOLIC EPARCHY OF PARMA | ||||||
| 5000 ROCKSIDE ROAD STE 310 | INDEPENDENCE | OH | 44131 | N/A | EVENING OF HOPE 2024 | $5,000 |
| THE CULTURE PROJECT | ||||||
| POBOX 86 | WYNNEWOOD | PA | 19096 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $2,500 |
| THE LYCEUM | ||||||
| PO BOX 21466 | SOUTH EUCLID | OH | 44121 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $500 |
| THE MARSHALL PROJECT | ||||||
| 29525 CHAGRIN BLVD STE 318 | CLEVELAND | OH | 44122 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $2,500 |
| THE SALVATION ARMY OF GREATER CLEVELAND | ||||||
| 2507 EAST 22ND STREET | CLEVELAND | OH | 44115 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $2,000 |
| UNIVERSITY SCHOOL | ||||||
| 2785 SOM CENTER RD | HUNTING VALLEY | OH | 44022 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $5,000 |
| VELOSANO | ||||||
| 9500 EUCLID AVE DVB | CLEVELAND | OH | 44195 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $3,500 |
| VILLA ANGELAST JOSEPH HIGH | ||||||
| 18491 LAKE SHORE BLVD | CLEVELAND | OH | 44119 | N/A | TO SUPPORT FUNDRAISING EFFORTS | $53,000 |
| ZELIE'S HOME | ||||||
| 16135 WAKE ROBIN DRIVE | NEWBURY | OH | 44065 | N/A | 2025 TRIVIA NIGHT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $547,945 | 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 | $172,819 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,115,737 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$856,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$856,388 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| UMBERTO FEDELI JR | ||||||
| 1 | 820 VILLAGE TRAILS | GATES MILLS | OH | 44040 | $1,947,606 | Yes (X) |
| CRUT MANAGEMENT LLC | ||||||
| 2 | 5005 ROCKSIDE ROAD 5TH FL | INDEPENDENCE | OH | 44131 | $151,785 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (18 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,800 SHARES OF BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP | $64,568 | 2024-12-27 |
| 1 | 500 SHARES OF CHUBB LIMITED COM | $138,840 | 2024-12-27 |
| 1 | 250 SHARES OF ASML HOLDING | $178,397 | 2024-12-27 |
| 1 | 2,500 SHARES OF AGREE RLTY CORP | $175,750 | 2024-12-27 |
| 1 | 200 SHARES OF ALPHABET INC | $38,808 | 2024-12-27 |
| 1 | 200 SHARES OF AMAZON.COM INC | $44,750 | 2024-12-27 |
| 1 | 750 SHARES OF ARES MANAGEMENT CORPORATION | $134,625 | 2024-12-27 |
| 1 | 10,000 SHARES OF BLUE OWL CAPITAL INC | $236,100 | 2024-12-27 |
| 1 | 1,347 SHARES OF BROOKFIELD ASSET MANAGEMENT LTD | $73,600 | 2024-12-27 |
| 1 | 200 SHARES OF FISERV INC | $41,590 | 2024-12-27 |
| 1 | 220 SHARES OF IQVIA HLDGS INC | $43,866 | 2024-12-27 |
| 1 | 200 SHARES OF MICROSOFT CORP | $86,106 | 2024-12-27 |
| 1 | 100 SHARES OF SERVICENOW INC | $108,146 | 2024-12-27 |
| 1 | 18,000 SHARES OF SOFI TECHNOLOGIES INC | $287,640 | 2024-12-27 |
| 1 | 100 SHARES OF TRANSDIGM GROUP INC | $129,090 | 2024-12-27 |
| 1 | 200 SHARES OF UNITEDHEALTH GROUP INC | $101,998 | 2024-12-27 |
| 1 | 200 SHARES OF VISA INC | $63,732 | 2024-12-27 |
| 2 | 500 SHARES OF CROWDSTRIKE HLDGS INC | $151,785 | 2024-02-02 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $12,252,661 | EOYBookValueAmt |
| EOYFMV | $19,423,282 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | K-1 INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,978,662 | BookValueAmt |
| EOYFMV | $3,432,267 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH VALUE LIFE INSURANCE POLICY | Desc |
| BOY Book Value | $582,219 | BOYBookValueAmt |
| EOY Book Value | $892,193 | EOYBookValueAmt |
| EOYFMV | $892,193 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSING EXPENSE | $100 | $100 | $0 |
| LIFE INSURANCE PREMIUMS | $18,514 | $0 | $0 |
| WIRE FEES | $150 | $150 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BROOKFIELD INFRASTRUCTURE PARTNERS LP - K-1 | -$2,115 | -$2,115 | -$2,115 |
| ANCORA CATALYST INSTITUTIONAL, LTD | $36,157 | $36,157 | $36,157 |
| RIVERSIDE ACCELERATION CAPITAL FUND II, LP - K-1 | $89,980 | $89,980 | $89,980 |
| BROOKFIELD RENEWABLE PARTNERS LP - K-1 | -$2,471 | -$2,471 | -$2,471 |
| RAC OPPORTUNITY FUND I LP - K-1 | -$4,797 | -$4,797 | -$4,797 |
| VIRTERA PRIVATE SELECT FUND I - K-1 | -$14,705 | -$14,705 | -$14,705 |
| RIVERSIDE SOFTWARE LENDING FUND I, LP - K-1 | -$4,375 | -$4,375 | -$4,375 |
| VIRTERA PRIVATE SELECT OPPORTUNITIES LLC - K-1 | -$11,144 | -$11,144 | -$11,144 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,552 | $5,552 | $0 |
| EXCISE TAXES | $3,764 | $3,764 | $0 |
| OHIO CHARITABLE REGISTRATION FEE | $200 | $200 | $0 |