JOHN P MURPHY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN P MURPHY FOUNDATION (EIN 34-6528308)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349107861
- 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
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T17:14:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1300 EAST NINTH STREET SUITE 1301 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 | 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 | % LOU GRASSO | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2166234770 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 WEST 2ND ST Suite 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOU GRASSO | PersonNm |
| Person Title | VP/SECRETARY | PersonTitleTxt |
| Phone | 2166234770 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jacob Cook | PreparerPersonNm |
| PTIN | P01240455 | PTIN |
| Phone | 2163251700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,087,314 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $1,526,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,526,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,123,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,738,731 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,123,229 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $302 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $302 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,650,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,650,144 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $872,122 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $105,962 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $766,160 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $220,565 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $220,565 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $80,752 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,400 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $79,352 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $531 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $531 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $21,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $120,193 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120,193 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,205 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $16,877 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $63,375 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $63,375 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,432 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,432 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$120,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | -$120,840 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,355,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,056,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,402,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,402,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,757,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,458,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,106,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,401,164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $596,047 | CashBOYAmt |
| Cash EOY | $628,036 | CashEOYAmt |
| Cash EOYFMV | $628,036 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $347,902 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $347,902 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,663 | AcctRcvblAmt |
| Acct Rcvbl EOY | $8,663 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,663 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $106,744 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $73,539 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $73,539 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $29,768,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,484,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,484,142 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,521,043 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,951,525 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,951,525 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,184,978 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,485,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,485,184 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $378,124 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $280,291 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $114,710 | LandBOYAmt |
| Land EOY | $97,833 | LandEOYAmt |
| Land EOYFMV | $97,833 | LandEOYFMVAmt |
| Other Assets BOY | $10,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,490 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,490 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,308,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,087,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,087,314 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,171 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $71 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,171 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $71 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $52,302,026 | CapitalStockBOYAmt |
| Capital Stock EOY | $54,087,243 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,302,026 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,087,243 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,308,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,087,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,302,026 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,106,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,901,692 | OtherIncreasesAmt |
| Subtotal | $54,096,800 | SubtotalAmt |
| Other Decreases | $9,557 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,087,243 | 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 |
| Gross Sales Price | $12,738,731 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,615,502 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,123,229 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,123,229 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,123,229 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,376 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,376 | SubtotalAmt |
| Tax Based On Investment Income | $33,376 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $106,915 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $106,915 | TotalPaymentsAndCreditsAmt |
| Overpayment | $73,539 | OverpaymentAmt |
| Applied To ES Tax | $73,539 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (true) | 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 | HTTPS://WWW.MURPHYKULAS.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOU GRASSO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2166234770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 WEST 2ND ST SUITE 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| PATRICIA BROWNELL | ||||||||
| 1660 WEST 2ND ST | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $41,000 | $0 | $0 |
| RICHARD J CLARK | ||||||||
| 1660 WEST 2ND ST | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $41,000 | $0 | $0 |
| NANCY MCCANN | ||||||||
| 1660 WEST 2ND ST | CLEVELAND | OH | 441131461 | PRES/TREAS/TRUSTEE | 20.0 | $342,088 | $0 | $0 |
| JOHN F O'BRIEN | ||||||||
| 1660 WEST 2ND ST | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $41,000 | $0 | $0 |
| LESLIE RESNIK | ||||||||
| 1660 WEST 2ND ST | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $41,000 | $0 | $0 |
| FREDERICK G STUEBER | ||||||||
| 1660 WEST 2ND ST | CLEVELAND | OH | 441131461 | VP/TRUSTEE | 5.0 | $41,000 | $0 | $0 |
| LOU GRASSO | ||||||||
| 1660 WEST 2ND ST | CLEVELAND | OH | 441131461 | VP/TRUSTEE/SECRETARY | 20.0 | $258,348 | $66,686 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LORI LOUCHE | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | OFFICE MANAGER | 40.0 | $110,283 | $23,238 | $0 |
| CHRISTINE PORTER | ||||||||
| 1660 WEST 2ND ST SUITE 800 | CLEVELAND | OH | 441131461 | GRANTS MANAGER | 40.0 | $110,283 | $40,641 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEARSTEAD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 SUPERIOR AVENUE EAST SUITE 70 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $70,000 | 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 | $43,700,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $395,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,485,184 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,581,847 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,581,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $758,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,823,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,491,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,491,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,376 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,376 | TotalTaxAmt |
| Distributable Before Adj | $2,457,780 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,457,780 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,457,780 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,458,200 | 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 | $3,458,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,457,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $318,433 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $530,573 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $563,400 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,017,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,430,319 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,458,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,457,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,000,420 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,430,739 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $318,433 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,112,306 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $530,573 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $563,400 | ExcessFromYear2Amt |
| Excess From Year1 | $1,017,913 | ExcessFromYear1Amt |
| Excess From Current Year | $1,000,420 | 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 | 1660 WEST 2ND STREET SUITE 800 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441131461 | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKRON ART MUSEUM | |||||||
| ONE SOUTH HIGH STREET | AKRON | OH | 44308 | NONE | PC | PROGRAMMATIC SUPPORT | $10,000 |
| APOLLO'S FIRE-CLEVELAND BAROQUE ORCHESTRA | |||||||
| 3091 MAYFIELD ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | PC | PROGRAMMATIC SUPPORT | $40,000 |
| BALDWIN WALLACE UNIVERSITY | |||||||
| 275 EASTLAND ROAD | BEREA | OH | 44017 | NONE | PC | PROGRAMMATIC SUPPORT | $40,000 |
| BLUE WATER CHAMBER ORCHESTRA | |||||||
| 3631 PERKINS AVENUE | CLEVELAND | OH | 44114 | NONE | PC | PROGRAMMATIC SUPPORT | $20,000 |
| BORDERLIGHT INT THEATRE FESTIVAL | |||||||
| 11459 MAYFIELD ROAD 337 | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $30,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| DIVISION OF INFECTIOUS | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $50,000 |
| CENTER FOR ARTS-INSPIRED LEARNING | |||||||
| 13110 SHAKER SQUARE | CLEVELAND | OH | 44120 | NONE | PC | PROGRAMMATIC SUPPORT | $6,000 |
| CHAGRIN DOCUMENTARY FILM FESTIVAL | |||||||
| 49 WEST ORANGE STREET 2 | CHAGRIN FALLS | OH | 44022 | NONE | PC | PROGRAMMATIC SUPPORT | $2,000 |
| CHAMBER FEST CLEVELAND | |||||||
| 20620 JOHN CARROLL BOULEVARD 217 | CLEVELAND | OH | 44118 | NONE | PC | PROGRAMMATIC SUPPORT | $10,000 |
| CLEVELAND BALLET | |||||||
| 23030 MILES ROAD | CLEVELAND | OH | 44128 | NONE | PC | PROGRAMMATIC SUPPORT | $20,500 |
| CLEVELAND BOTANICAL GARDENS | |||||||
| 11030 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $16,500 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 95400 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $355,000 |
| CLEVELAND COUNCIL ON WORLD AFFAIRS | |||||||
| 812 HURON RD E 620 | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $10,000 |
| CLEVELAND INSTITUTE OF ART | |||||||
| 11610 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $5,000 |
| CLEVELAND INSTITUTE OF MUSIC | |||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $170,000 |
| CLEVELAND INTERNATIONAL FILM FESTIVAL | |||||||
| 2510 MARKET AVENUE | CLEVELAND | OH | 44113 | NONE | PC | PROGRAMMATIC SUPPORT | $40,000 |
| CLEVELAND JAZZ ORCHESTRA | |||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $30,000 |
| CLEVELAND LEADERSHIP CENTER | |||||||
| 1422 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $2,500 |
| CLEVELAND MODERN DANCE ASSOCIATIONDANCE | |||||||
| 13110 SHAKER SQUARE 106 | CLEVELAND | OH | 44120 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $10,500 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $26,500 |
| CLEVELAND OPERA | |||||||
| 5000 EUCLID AVENUE | CLEVELAND | OH | 44103 | NONE | PC | PROGRAMMATIC SUPPORT | $10,000 |
| CLEVELAND PLAY HOUSE | |||||||
| BULKLEY BUILDING 1501 EUCLID AVENU | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $35,000 |
| CLEVELAND POPS ORCHESTRA | |||||||
| 24000 MERCANTILE ROAD UNIT 8 | CLEVELAND | OH | 44122 | NONE | PC | PROGRAMMATIC SUPPORT | $20,000 |
| CLEVELAND PUBLIC THEATRE | |||||||
| 6415 DETROIT ROAD | CLEVELAND | OH | 44102 | NONE | PC | PROGRAMMATIC SUPPORT | $70,000 |
| CLEVELAND ROCKS PAST PRESENT & FUTURE | |||||||
| 15721 WATERLOO ROAD | CLEVELAND | OH | 44110 | NONE | PC | PROGRAMMATIC SUPPORT | $1,000 |
| CLEVELAND SCHOOL OF ARTS BD OF TRUSTEES | |||||||
| PO BOX 18265 | CLEVELAND | OH | 44118 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| CLEVELAND SOCIETY FOR THE BLIND | |||||||
| 1909 EAST 101ST STREET | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| CLEVELAND STATE UNIVERSITY FOUNDATION | |||||||
| 1901 E 13TH STREET | CLEVELAND | OH | 44114 | NONE | PC | PROGRAMMATIC SUPPORT | $50,000 |
| CLEVELAND ZOOLOGICAL SOCIETY | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | NONE | PC | PROGRAMMATIC SUPPORT | $50,000 |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| TOWER CIY CENTER 50 PUBLIC SQUARE | CLEVELAND | OH | 44113 | NONE | PC | PROGRAMMATIC SUPPORT | $8,000 |
| COMMON GROUND | |||||||
| 419 OCCIDENTAL AVE S 201 | SEATTLE | WA | 98104 | NONE | PC | PROGRAMMATIC SUPPORT | $12,500 |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | |||||||
| 2900 COMMUNITY COLLEGE AVENUE | CLEVELAND | OH | 44114 | NONE | PC | PROGRAMMATIC SUPPORT | $100,000 |
| ELYRIA CATHOLIC HIGH SCHOOL | |||||||
| 725 GULF ROAD | ELYRIA | OH | 04403 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| FAIRHILL PARTNERS | |||||||
| 1220 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | PC | PROGRAMMATIC SUPPORT | $1,500 |
| GIRLS SCOUTS OF NORTH EAST OHIO | |||||||
| 1 GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | PC | PROGRAMMATIC SUPPORT | $5,000 |
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 ERIESIDE AVE | CLEVELAND | OH | 44114 | NONE | PC | PROGRAMMATIC SUPPORT | $50,000 |
| GREAT LAKES THEATER FESTIVAL | |||||||
| 1501 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $1,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | NONE | PC | PROGRAMMATIC SUPPORT | $4,000 |
| GREATER CLEVELAND MEDIA DEVELOPMENT CORP | |||||||
| 1301 E 9TH STREET | CLEVELAND | OH | 44114 | NONE | PC | PROGRAMMATIC SUPPORT | $80,000 |
| GREATER CLEVELAND VOLUNTEERS | |||||||
| 4415 EUCLID AVENUE NO 200 | CLEVELAND | OH | 44103 | NONE | PC | PROGRAMMATIC SUPPORT | $6,000 |
| GROUNDWORKS DANCE THEATER | |||||||
| 13125 SHAKER SQUARE | CLEVELAND | OH | 44120 | NONE | PC | PROGRAMMATIC SUPPORT | $4,500 |
| GUITARS FOR VETS CLEVELAND CHAPTER | |||||||
| 4806 MEADOW LARK DRIVE | LORAIN | OH | 44053 | NONE | PC | PROGRAMMATIC SUPPORT | $1,000 |
| IDEASTREAM PUBLIC MEDIA | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $11,500 |
| KARAMU HOUSE | |||||||
| 2355 EAST 89TH STREET | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $20,000 |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| 800 E SUMMIT STREET | KENT | OH | 44240 | NONE | PC | PROGRAMMATIC SUPPORT | $122,500 |
| KOL ISRAEL FOUNDATION | |||||||
| 3681 GREEN ROAD SUITE 306 | BEACHWOOD | OH | 44122 | NONE | PC | PROGRAMMATIC SUPPORT | $3,000 |
| LAKE VIEW CEMETERY FOUNDATION | |||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $2,000 |
| LORAIN COUNTY OFFICE ON AGING INC | |||||||
| 534 ABBE ROAD SOUTH | ELYRIA | OH | 44035 | NONE | PC | PROGRAMMATIC SUPPORT | $2,500 |
| MAGNIFICAT HIGH SCHOOL | |||||||
| 20770 HILLIARD BOULEVARD | ROCKY RIVER | OH | 44116 | NONE | PC | PROGRAMMATIC SUPPORT | $5,000 |
| MANDEL JEWISH COMMUNITY CTR OF CLEVELAND | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | PROGRAMMATIC SUPPORT | $7,500 |
| MUSEUM OF CONTEMPORARY ART CLEVELAND | |||||||
| 11400 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $30,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||
| 475 RIVERSIDE DRIVE SUITE 1901 | NEW YORK | NY | 10115 | NONE | PC | PROGRAMMATIC SUPPORT | $5,000 |
| NEAR WEST THEATRE | |||||||
| 6702 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| OBERLIN COLLEGE | |||||||
| 173 W LORAIN STREET | OBERLIN | OH | 44074 | NONE | PC | PROGRAMMATIC SUPPORT | $10,000 |
| PHILANTHROPY OHIO | |||||||
| 37 WEST BROAD STREET SUITE 800 | COLUMBUS | OH | 43215 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| PIANO INTERNATIONAL ASSN OF N OHIO | |||||||
| 20600 CHAGRIN BOULEVARD SUITE 1110 | SHAKER HEIGHTS | OH | 44122 | NONE | PC | PROGRAMMATIC SUPPORT | $25,000 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $60,500 |
| PM FOUNDATIONURBAN COMMUNITY SCHOOL | |||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 44102 | NONE | PC | PROGRAMMATIC SUPPORT | $2,500 |
| PROFESSIONAL FLAIR | |||||||
| 3030 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| ROOTS OF AMERICAN MUSIC | |||||||
| PO BOX 24487 | CLEVELAND | OH | 44124 | NONE | PC | PROGRAMMATIC SUPPORT | $10,000 |
| ST CHRISTOPHER CHURCH | |||||||
| 1420 GRANDVIEW AVENUE | COLUMBUS | OH | 43212 | NONE | PC | PROGRAMMATIC SUPPORT | $2,000 |
| ST EDWARD HIGH SCHOOL | |||||||
| 13500 DETROIT AVENUE | LAKEWOOD | OH | 44107 | NONE | PC | PROGRAMMATIC SUPPORT | $16,000 |
| ST MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | NONE | PC | PROGRAMMATIC SUPPORT | $2,000 |
| STELLA MARIS | |||||||
| 1320 WASHINGTON AVENUE | CLEVELAND | OH | 44113 | NONE | PC | PROGRAMMATIC SUPPORT | $5,000 |
| THE CITY CLUB OF CLEVELAND | |||||||
| 850 EUCLID AVENUE 2ND FLOOR | CLEVELAND | OH | 44114 | NONE | PC | PROGRAMMATIC SUPPORT | $75,500 |
| THE LAKEVIEW CEMETERY FOUNDATION | |||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $25,000 |
| THE MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $243,000 |
| THE MUSICAL THEATER PROJECT | |||||||
| 5755 GRANGER ROAD SUITE 830 | INDEPENDENCE | OH | 44131 | NONE | PC | PROGRAMMATIC SUPPORT | $17,500 |
| THE SALVATION ARMY | |||||||
| 2507 E 22ND STREET | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $75,000 |
| TWO FOUNDATION | |||||||
| 8578 EAST WASHINGTON STREET | CHAGRIN FALLS | OH | 44023 | NONE | PC | PROGRAMMATIC SUPPORT | $1,000 |
| UNITED WAY OF GREATER CLEVELAND | |||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | PROGRAMMATIC SUPPORT | $70,000 |
| UNIVERSITY OF AKRON FOUNDATION | |||||||
| 302 E BUCHTEL AVE | AKRON | OH | 44325 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| URSULINE SISTERS OF CLEVELAND | |||||||
| 6085 PARKLAND BOULEVARD SUITE 175 | MAYFIELD HEIGHTS | OH | 44124 | NONE | PC | PROGRAMMATIC SUPPORT | $15,000 |
| VERB BALLETS | |||||||
| 3558 LEE ROAD | SHAKER HEIGHTS | OH | 44120 | NONE | PC | PROGRAMMATIC SUPPORT | $12,000 |
| VOCATIONAL GUIDANCE SERVICES | |||||||
| 2239 EAST 55TH ST | CLEVELAND | OH | 44106 | NONE | PC | PROGRAMMATIC SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,402,000 | TotalGrantOrContriPdDurYrAmt |
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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,526,613 | 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 Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,123,229 | 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 | $2,650,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,650,144 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BDO USA | CategoryTxt |
| Amt | $42,850 | Amt |
| Net Investment Income | $21,425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,425 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | CLEARSTEAD | ContractorPersonNm |
| Explanation | INVESTMENT SERVICES | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - FIDELITY | BondNm |
| EOY Book Value | $12,951,525 | EOYBookValueAmt |
| EOYFMV | $12,951,525 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - FIDELITY | StockNm |
| EOY Book Value | $33,484,142 | EOYBookValueAmt |
| EOYFMV | $33,484,142 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MONDRIAN GLOBAL | FMV | $2,843,623 | $2,843,623 |
| NINETY ONE GLOBAL | FMV | $1,938,842 | $1,938,842 |
| GLASFUNDS | FMV | $1,559,328 | $1,559,328 |
| BLACK DIAMOND | FMV | $76,386 | $76,386 |
| EARLY STAGE PARTNERS, L.P. | FMV | $50,055 | $50,055 |
| TIFF REALTY AND RESOURCES III | FMV | $16,950 | $16,950 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BAKER & HOSTETLER LLP | CategoryTxt |
| Legal Fees | $531 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $531 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $8,379 | $8,379 | $8,379 |
| OTHER ASSETS | $2,111 | $2,111 | $2,111 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $9,557 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE EXPENSES | $83,631 | $83,631 |
| INSURANCE | $8,810 | $8,810 |
| DUES, MEMBERSHIPS AND SEMINARS | $8,736 | $8,736 |
| COST SHARE REIMBURSEMENT | -$222,017 | -$222,017 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $302 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $302 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $2,901,692 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| HARTLAND | $70,000 | $70,000 | $0 | $0 |
| MONDRIAN | $23,406 | $23,406 | $0 | $0 |
| NINETY ONE | $13,072 | $13,072 | $0 | $0 |
| BLACK DIAMOND | $10,148 | $10,148 | $0 | $0 |
| GLASFUNDS | $3,521 | $3,521 | $0 | $0 |
| NCB | $46 | $46 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $33,005 | |
| OH AG ANNUAL FEE | $200 | $200 |