A MALACHI MIXON III AND BARBARA W MIXON PRIVATE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- A MALACHI MIXON III AND BARBARA W MIXON PRIVATE FOUNDATION INC (EIN 34-1692992)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-01-24
- IRS object ID
- 202600249349100100
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-24T10:31:06-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VGK FINANCIAL SERVICES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6700 BETA DRIVE SUITE 116 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341692992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A MALACHI MIXON III & BARBARA W MIXON | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VGK FINANCIAL SERVICES LLC | InCareOfNm |
| Business Name Control | AMAL | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3105 TOPPING LANE | AddressLine1Txt |
| City | HUNTING VALLEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA MIXON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4408939083 | PhoneNum |
| Signature | 2026-01-14 | 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 | VICTOR G KMETICH | PreparerPersonNm |
| PTIN | P01217595 | PTIN |
| Phone | 4404429428 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $659,573 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,117 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $200 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,317 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $224,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $224,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,250 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $100,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,606 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $733,678 | CorporateStockBOYAmt |
| Corporate Stock EOY | $642,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $642,967 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $834,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $659,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $659,573 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $834,040 | RetainedEarningBOYAmt |
| Retained Earning EOY | $659,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $834,040 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $659,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $834,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $659,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $834,040 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,250 | ExcessRevenueOverExpensesAmt |
| Subtotal | $685,790 | SubtotalAmt |
| Other Decreases | $26,217 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $659,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ANCORA #8126 - SEE ATTACHED | PropertyDesc |
| Sold | 2025-11-30 | SoldDt |
| Gross Sales Price | $140,523 | GrossSalesPriceAmt |
| Cost Or Other Basis | $31,867 | CostOrOtherBasisAmt |
| Gain Or Loss | $108,656 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $108,656 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,656 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,576 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,576 | SubtotalAmt |
| Tax Based On Investment Income | $1,576 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,329 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,329 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,753 | OverpaymentAmt |
| Applied To ES Tax | $2,753 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VGK FINANCIAL SERVICES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4404429428 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6700 BETA DRIVE SUITE 116 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44143 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA W MIXON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3105 TOPPING LANE | AddressLine1Txt |
| City | HUNTING VALLEY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $667,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $682,561 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $682,561 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $672,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,616 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,616 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,576 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,576 | TotalTaxAmt |
| Distributable Before Adj | $32,040 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,040 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,040 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,000 | 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 | $224,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,040 | 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 | $965,784 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $297,753 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,523 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $429,376 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $320,431 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,024,867 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $224,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $32,040 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $191,960 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,216,827 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $965,784 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,251,043 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $297,753 | ExcessFromYear4Amt |
| Excess From Year3 | $11,523 | ExcessFromYear3Amt |
| Excess From Year2 | $429,376 | ExcessFromYear2Amt |
| Excess From Year1 | $320,431 | ExcessFromYear1Amt |
| Excess From Current Year | $191,960 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA W MIXON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CLEVELAND INSTITUTE OF MUSIC | ||||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $100,000 | |
| CLEVELAND HEARING & SPEECH CENTER | ||||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $0 | |
| PLANNED PARENTHOOD | ||||||||
| 444 W EXCHANGE STREET | AKRON | OH | 44302 | NONE | PC | CHARITABLE | $1,000 | |
| VOCATIONAL GUIDANCE SERVICES | ||||||||
| 2239 E 55TH STREET | CLEVELAND | OH | 44103 | NONE | PC | CHARITABLE | $0 | |
| FAIRMOUNT PRESBYTERIAN CHURCH | ||||||||
| 2757 FAIRMOUNT BLVD | CLEVELAND HTS | OH | 44118 | NONE | PC | CHARITABLE | $2,500 | |
| WESTERN RESERVE LAND CONSERVANCY | ||||||||
| PO BOX 314 | NOVELTY | OH | 44072 | NONE | PC | CHARITABLE | $0 | |
| OHIO WESLEYAN UNIVERSITY | ||||||||
| 61 S SANDUSKY ST | DELAWARE | OH | 43015 | NONE | PC | CHARITABLE | $0 | |
| THE CLEVELAND PLAY HOUSE | ||||||||
| 8500 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $0 | |
| CLEVELAND METROPARKS ZOO | ||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | NONE | PC | CHARITABLE | $1,000 | |
| CLEVELAND MUSEUM OF ART | ||||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $1,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PC | CHARITABLE | $1,000 | |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 441061767 | NONE | PC | CHARITABLE | $1,000 | |
| HATHAWAY BROWN | ||||||||
| 19600 NORTH PARK BLVD | SHAKER HTS | OH | 44122 | NONE | PC | CHARITABLE | $0 | |
| UNIVERSITY SCHOOL | ||||||||
| 2785 SOM CENTER RD | HUNTING VALLEY | OH | 44022 | NONE | PC | CHARITABLE | $0 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7689 E 115TH ST | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $0 | |
| HARVEST FOR HUNGER | ||||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | NONE | PC | CHARITABLE | $0 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| PO BOX 931517 | CLEVELAND | OH | 441931655 | NONE | PC | CHARITABLE | $100,000 | |
| TRI-C FOUNDATION | ||||||||
| 700 CARNEGIE AVENUE | CLEVELAND | OH | 44115 | NONE | PC | CHARITABLE | $0 | |
| HARVARD UNIVERSITY | ||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | CHARITABLE | $0 | |
| ROCK AND ROLL HALL OF FAME | ||||||||
| 1100 ROCK AND ROLL BLVD | CLEVELAND | OH | 44114 | NONE | PC | CHARITABLE | $0 | |
| CLEVELAND INTERNATIONAL PIANO COMPETITION | ||||||||
| 11021 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $0 | |
| CLEVELAND INSTITUTE OF ART | ||||||||
| 11141 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $0 | |
| HOSPICE OF THE WESTERN RESERVE | ||||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | NONE | PC | CHARITABLE | $0 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVE | WHITE PLAINS | NJ | 10605 | NONE | PC | CHARITABLE | $0 | |
| VISITING NURSES ASSOCIATION | ||||||||
| 2500 EAST 22ND STREET | CLEVELAND | OH | 44115 | NONE | PC | CHARITABLE | $0 | |
| HOPEWELL | ||||||||
| 9637 STATE RTE 534 | MESOPOTAMIA | OH | 44439 | NONE | PUBLICLY SUPPORTED | CHARITABLE | $0 | PO BOX 193 |
| MARINES' MEMORIAL ASSOCIATION | ||||||||
| 609 SUTTER STREET | SAN FRANCISCO | CA | 94102 | NONE | PC | CHARITABLE | $0 | |
| SPIRO SCHOOL FOUNDATION | ||||||||
| PO BOX 127 | SPIRO | OK | 74959 | NONE | PC | CHARITABLE | $0 | |
| NATURE CENTER AT SHAKER LAKES | ||||||||
| 2600 SOUTH PARK BOULEVARD | CLEVELAND | OH | 44120 | NONE | PC | CHARITABLE | $0 | |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 10118 HAMPDEN AVENUE | CLEVELAND | OH | 44108 | NONE | PC | CHARITABLE | $5,000 | |
| CLEVELAND BOTANICAL GARDEN | ||||||||
| 11030 EAST BLVD | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $0 | |
| SALVATION ARMY | ||||||||
| 2507 E 22ND ST | CLEVELAND | OH | 44115 | NONE | PC | CHARITABLE | $0 | |
| GREAT LAKES SCIENCE CENTER | ||||||||
| 601 ERIESIDE AVE | CLEVELAND | OH | 44114 | NONE | PC | CHARITABLE | $0 | |
| CLEVELAND STATE UNIVERSITY | ||||||||
| 2121 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | PC | CHARITABLE | $0 | |
| JUNIOR LEAGUE OF CLEVELAND | ||||||||
| 3615 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | NONE | PC | CHARITABLE | $0 | |
| SUPPORT OUR TROOPS | ||||||||
| GRENADA DAYTONA | DAYTONA BEACH | FL | 32117 | NONE | PC | CHARITABLE | $0 | |
| MARINE CORPS SCHOLARSHIP FUND | ||||||||
| 909 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | NONE | PC | CHARITABLE | $0 | |
| HUNTING VALLEY FOUNDATION | ||||||||
| 38155 S WOODLAND ROAD | CHAGRIN FALLS | OH | 44022 | NONE | PC | CHARITABLE | $1,000 | |
| BENJAMIN ROSE INSTITUTE ON AGING | ||||||||
| 11890 FAIRHILL ROAD | CLEVELAND | OH | 44120 | NONE | PC | CHARITABLE | $0 | |
| HEIGHTS YOUTH CLUB | ||||||||
| 2065 LEE ROAD | CLEVELAND | OH | 44118 | NONE | PC | CHARITABLE | $0 | |
| UNIVERSITY HOSPITALS | ||||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $0 | |
| CLEVELAND POPS ORCHESTRA | ||||||||
| 24000 MERCANTILE ROAD | BEACHWOOD | OH | 44122 | NONE | PC | CHARITABLE | $1,000 | |
| CLEVELAND ORCHESTRA | ||||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $0 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $1,000 | |
| THE TWO FOUNDATION | ||||||||
| 8578 E WASHINGTON STREET | CHAGRIN FALLS | OH | 44023 | NONE | PC | CHARITABLE | $7,000 | |
| YOUTH CHALLENGE | ||||||||
| 800 SHARON DRIVE | WESTLAKE | OH | 44145 | NONE | PC | CHARITABLE | $0 | |
| MARINE CORPS HERITAGE FDN | ||||||||
| 18900 JEFFERSON DAVIS HWY | TRIANGLE | VA | 22172 | NONE | PC | CHARITABLE | $0 | |
| BOYS TOWN | ||||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | NONE | PC | CHARITABLE | $0 | |
| CLEVELAND FOODBANK | ||||||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | NONE | PC | CHARITABLE | $0 | |
| COLLIER COUNTY FOUNDATION | ||||||||
| 1110 PINE RIDGE ROAD 200 | NAPLES | FL | 34108 | NONE | PC | CHARITABLE | $500 | |
| FIRST GENERATION INVESTORS | ||||||||
| 19 LINDA LANE | SUMMIT | NJ | 07901 | NONE | PC | CHARITABLE | $0 | |
| UNIVERSITY CIRCLE INC | ||||||||
| 10831 MAGNOLIA DR | CLEVELAND | OH | 44106 | NONE | PC | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $224,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTIONS | Desc |
| Exclusion | 13 | ExclusionCd |
| 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 | $10,038 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,029 | 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 | $81,067 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,067 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVACARE CORP | ||
| FIDELITY - SEE ATTACH | $642,967 | $642,967 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED FEDERAL TAX PAYMENT | $0 |
| FEDERAL TAX BALANCE DUE | $0 |
| MISCELLANEOUS | $26,217 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OHIO FILING FEES | $200 | $200 |
| CHECKING ACCOUNT FEES | ||
| MISCELLANEOUS INVESTMENT FEES |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Amt | $0 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $5,117 | Amt |
| Net Investment Income | $5,117 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL TAX BALANCE DUE |
| FEDERAL ESTIMATED TAX PAYMENT |
| FOREIGN TAXES |