THE@CATHLEEN A CONROY CHARITABLE FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: THE@CATHLEEN A CONROY CHARITABLE FOUNDATION (EIN 51-6532829)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-13
IRS object ID: 201311339349100036
Schema version: 2012v2.1
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
Depreciation Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Land Etc Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T13:30:15-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PERRY & KARNATZ LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	631 WEST ST CLAIR AVE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441131204	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	516532829	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE CATHLEEN A CONROY CHARITABLE FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% DOMINIC V PERRY	InCareOfName
Name Control	CATH	NameControl
Phone	2164723300	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	960 SWEET GRASS CIRCLE	AddressLine1
Address Line2	Suite	AddressLine2
City	AURORA	City
State	OH	State
ZIP Code	442025105	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	CATHLEEN A CONROY	Name
Title	TRUSTEE	Title
Phone	2164723300	Phone
Date Signed	2013-05-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Phone	2164723300	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	143482	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	31344	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	1	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	1	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	0	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	3231	DividendsRevAndExpnss
Dividends Net Invst Incm	3231	DividendsNetInvstIncm
Dividends Adj Net Incm	0	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	-49	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	13430	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	34527	TotalRevenueAndExpenses
Total Net Investment Income	3232	TotalNetInvestmentIncome
Total Adjusted Net Income	0	TotalAdjustedNetIncome
Legal Fees Rev And Expnss	1200	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	0	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	0	LegalFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	724	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	724	OtherProfFeesNetInvstIncm
Other Prof Fees Adj Net Incm	0	OtherProfFeesAdjNetIncm
Other Prof Fees Dsbrs Chrtbl Prps	0	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	61	TaxesRevAndExpnss
Taxes Net Invst Incm	17	TaxesNetInvstIncm
Taxes Adj Net Incm	0	TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps	0	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	100	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	0	OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm	0	OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps	0	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	2085	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	741	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	5800	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	5800	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	7885	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	741	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	5800	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	26642	ExcessOfRevenueOverExpenses
Net Investment Income	2491	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	8	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	483	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	483	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	69328	InvestmentsCorpStockBOY
Investments Corp Stock EOY	81961	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	81730	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	44388	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	57749	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	61269	InvestmentsCorpBondsEOYFMV
Total Assets BOY	113724	TotalAssetsBOY
Total Assets EOY	140193	TotalAssetsEOY
Total Assets EOYFMV	143482	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	117305	CapitalStockBOY
Capital Stock EOY	113551	CapitalStockEOY
Retained Earnings BOY	-3581	RetainedEarningsBOY
Retained Earnings EOY	26642	RetainedEarningsEOY
Total Net Assets BOY	113724	TotalNetAssetsBOY
Total Net Assets EOY	140193	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	113724	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	140193	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	113724	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	26642	ExcessOfRevenueOverExpenses
Subtotal	140366	Subtotal
Other Decreases	173	OtherDecreases
Total Net Assets Fund Balances EOY	140193	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
PIMCO LOW DURATION FUND, 0.003 SHS.	P	2012-01-31	2012-02-06	0	0	0	0
EATON VANCE LRG CAP VAL FD, 5.144 SHS.	P		2012-02-06	93	88	5	5
PIMCO LOW DURATION FD, 0.020 SHS.	P		2012-02-06	1	1
EATON VANCE LRG CAP VAL FD, 285.773 SHS.	P		2012-02-06	5190	5680	-490	-490
FPA NEW INCOME FD, 138.821 SHS.	P		2012-02-06	1484	1513	-29	-29
FRNKLN TMPLTON GLBAL BD FD, 117.784 SHS.	P		2012-02-06	1555	1335	220	220
MANAGERS BOND FD, 18.502 SHS.	P	2008-06-30		490	452	38	38
PIMCO LOW DURATION FD, 2.586 SHS.	P		2012-02-06	27	26	1	1
PIONEER STRATEGIC INCOME FD, 86.507 SHS.	P	2008-06-30	2012-02-06	943	893	50	50
R S VALUE FD, 11.456 SHS.	P	2008-06-30	2012-02-06	284	294	-10	-10
THRNBRG INTL VALUE FD, 127.687 SHS.	P		2012-02-06	3363	3612	-249	-249
UBS FINANCIAL SERVICES NG 11504GF, CGD	P					415

Field	Value	IRS element (for citing)
Capital Gain Net Income	-49	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	5600	QualifyingDistributionsYear1
Noncharitable Assets Year1	113917	NoncharitableAssetsYear1
Distribution Ratio Year1	0.049159	DistributionRatioYear1
Qualifying Distributions Year2	5000	QualifyingDistributionsYear2
Noncharitable Assets Year2	109749	NoncharitableAssetsYear2
Distribution Ratio Year2	0.045559	DistributionRatioYear2
Qualifying Distributions Year3	5381	QualifyingDistributionsYear3
Noncharitable Assets Year3	100507	NoncharitableAssetsYear3
Distribution Ratio Year3	0.053539	DistributionRatioYear3
Qualifying Distributions Year4	6571	QualifyingDistributionsYear4
Noncharitable Assets Year4	109685	NoncharitableAssetsYear4
Distribution Ratio Year4	0.059908	DistributionRatioYear4
Qualifying Distributions Year5	6193	QualifyingDistributionsYear5
Noncharitable Assets Year5	133432	NoncharitableAssetsYear5
Distribution Ratio Year5	0.046413	DistributionRatioYear5
Total Distribution Ratio	0.254578	TotalDistributionRatio
Average Distribution Ratio	0.050916	AverageDistributionRatio
Net Noncharitable Assets	122916	NetNoncharitableAssets
Adjusted Noncharitable Assets	6258	AdjustedNoncharitableAssets
One Percent Net Investment Income	25	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	6283	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	5800	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	50	InvestmentIncomeExciseTax
Subtotal	50	Subtotal
Tax Based On Investment Income	50	TaxBasedOnInvestmentIncome
Total Credits And Payments	0	TotalCreditsAndPayments
Tax Due	50	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	OH	StatesFiledWith
Form990 PF Filed With AG	false	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	DOMINIC V PERRY	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	2164723300	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	631 W ST CLAIR AVE	AddressLine1
City	CLEVELAND	City
State	OH	State
ZIP Code	441131204	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
CATHLEEN A CONROY
960 SWEET GRASS CIRCLE	AURORA	OH	442025105	TRUSTEE	1.0	0
PEGGY S SUTLIFF
960 SWEET GRASS CIRCLE	AURORA	OH	442025105	TRUSTEE	0.25	0
ANGELA P ALTIER
960 SWEET GRASS CIRCLE	AURORA	OH	442025105	TRUSTEE	0.25	0

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	121144	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	3644	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	124788	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	124788	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	1872	CashDeemedCharitable
Net Noncharitable Assets	122916	NetNoncharitableAssets
Minimum Investment Return	6146	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	6146	MinimumInvestmentReturn
Tax Based On Investment Income	50	TaxBasedOnInvestmentIncome
Total Tax	50	TotalTax
Distributable Amount Before Adj	6096	DistributableAmountBeforeAdj
Distributable Amount Before Ded	6096	DistributableAmountBeforeDed
Distributable Amount As Adjusted	6096	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	5800	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	5800	QualifyingDistributions
Adj Qualifying Distributions	5800	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	6096	DistributableAmountAsAdjusted
Undistributed Income Prior Year	5495	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Excess Distri Carryover Year4	0	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	0	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	0	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	5800	QualifyingDistributions
Applied To Year1	5495	AppliedToYear1
Applied To Current Year	305	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Undistributed Income CY	5791	UndistributedIncomeCY
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Year3	0	ExcessFromYear3
Excess From Year2	0	ExcessFromYear2
Excess From Year1	0	ExcessFromYear1
Excess From Current Year	0	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	CATHLEEN A CONROY	ContributingManager
Shareholder Manager	NA	ShareholderManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
PROVIDENCE HOUSE
2037 WEST 32ND STREET	CLEVELAND	OH	441134017	UNRELATED	PUBLIC CHARITY	GENERAL	$825
BEATITUDE HOUSE
238 TOD LANE	YOUNGSTOWN	OH	445041714	UNRELATED	PUBLIC CHARITY	GENERAL	$825
XENOS CHRISTIAN FELLOWSHIP-HUMANITARIAN AID FUND
1340 COMMUNITY PARK DRIVE	COLUMBUS	OH	43229	UNRELATED	PUBLIC CHARITY	GENERAL	$825
THE URSULINE SISTERS OF YOUNGSTOWN RETIREMENT FD
4250 SHIELDS ROAD	CANFIELD	OH	44406	UNRELATED	PUBLIC CHARITY	GENERAL	$850
BACK2BACK MINISTRIES
PO BOX 70	MASON	OH	45040	UNRELATED	PUBLIC CHARITY	GENERAL	$825
URBAN CONCERN INC
1000 BONHAM AVENUE	COLUMBUS	OH	432112904	UNRELATED	PUBLIC CHARITY	GENERAL	$825
WORLD VISION
PO BOX 9716	FEDERAL WAY	WA	980639716	UNRELATED	PUBLIC CHARITY	GENERAL	$825

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	5800	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$1	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$3,231	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	-$49	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$3,183	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	3183	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Statement	OHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQUIRED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION.	Statement

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	UBS FINANCIAL ACCT PC 11504 GF	NameOfBond
EOY Book Value	57749	EOYBookValue
EOYFMV	61269	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (2 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
UBS FINANCIAL ACCT NG 11504 GF	75409	74455
UBS FINANCIAL ACCT NG 11504 GF	6552	7275

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	PERRY & KARNATZ, LLC	Category
Amount	$1,200	Amount
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	COST BASIS ADJUSTMENT	Description
Amount	$173	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	OHIO FILING FEE	Description
Revenue And Expenses Per Books	100	RevenueAndExpensesPerBooks
Net Investment Income	0	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (2 entries)

DescriptionDescription
MERRILL LYNCH ACCT. 64N-04064-NONDIV DIS
UBS FINANCIAL ACCT. PC 11504-NONDIV DIS

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT MANGEMENT FEES	Category
Amount	$724	Amount
Net Investment Income	724	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Adjusted Net IncomeAdjustedNetIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES PAID	$17	17	0	0
FEDERAL TAX BALANCE DUE	$44	0	0	0