LAURETTA K PETERS AND RICHARD R PETERS CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LAURETTA K PETERS AND RICHARD R PETERS CHARITABLE FOUNDATION (EIN 27-1106297)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349103716
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T13:01:23-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341832611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKINGHAM DOOLITTLE and BURROUGHS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3800 EMBASSY PKWY STE 300 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271106297 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lauretta K Peters & Richard R Peters Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAUR | BusinessNameControlTxt |
| Phone | 2166157349 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Ronald F Wayne 1375 E 9th St | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ronald F Wayne | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 2166157349 | PhoneNum |
| Signature | 2026-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RONALD F WAYNE | PreparerPersonNm |
| PTIN | P00965245 | PTIN |
| Phone | 2166157349 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $3,297,143 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $60,351 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,351 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $429,339 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,681 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $10,005 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,005 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $267,406 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,037 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $16,476 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,973 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,503 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,631 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $32,883 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,883 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,206 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $852 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $11 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,085 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,023 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,503 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $237,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $237,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $252,003 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $241,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,650 | CashBOYAmt |
| Cash EOY | $20,505 | CashEOYAmt |
| Cash EOYFMV | $20,505 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $178,296 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,317 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,317 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $113,320 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $186,841 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $191,418 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $728,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $701,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,297,927 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $633,312 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $526,229 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $561,167 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $16,165 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,687 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $153,809 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,684,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,658,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,297,143 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $97 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,244 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $97 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,244 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,684,151 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,656,765 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,684,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,656,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,684,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,658,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,684,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,386 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,656,765 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,656,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $429,339 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $221,658 | CostOrOtherBasisAmt |
| Gain Or Loss | $207,681 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $207,681 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,681 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,110 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,110 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,110 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,244 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Ronald F Wayne Director | IndividualWithBooksNm |
| Phone | 2166157349 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 E 9th St 1700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Ronald F Wayne | ||||||||
| 1375 E 9th St Ste 1700 | Cleveland | OH | 44114 | Director | 5.00 | $0 | $0 | $0 |
| Lawrence A Visocky | ||||||||
| 895 McKinley Ave | Bedford | OH | 44146 | Director | 0.00 | $0 | $0 | $0 |
| Traci Lancy | ||||||||
| 431 Crown Pointe Pkwy | Cuyahoga Falls | OH | 44223 | Director | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,067,517 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,218,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,218,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,170,565 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $158,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $158,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,354 | TotalTaxAmt |
| Distributable Before Adj | $155,174 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,174 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,174 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $252,003 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $252,003 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,174 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $132,979 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,643 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,771 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $135,741 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $519,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $252,003 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $252,003 | RemainingDistriFromCorpusAmt |
| Total Corpus | $771,137 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $155,174 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $132,979 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $638,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,643 | ExcessFromYear4Amt |
| Excess From Year3 | $109,771 | ExcessFromYear3Amt |
| Excess From Year2 | $135,741 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $252,003 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| The Ohio Parkinson Foundation Northeast Region | ||||||
| PO Box 271 | Tallmadge | OH | 44278 | PC | General support | $15,000 |
| Saint Basil the Great Parish | ||||||
| 8700 Brecksville Road | Brecksville | OH | 44141 | PC | General support | $7,500 |
| Cleveland Kids In Need Resource Center | ||||||
| 3631 Perkins Avenue Suite 1C | Cleveland | OH | 44114 | PC | General support | $2,500 |
| Cleveland Clinic Foundation | ||||||
| 9500 Euclid Avenue/DV3 | Cleveland | OH | 44195 | PC | Center for Neurological Restoration | $10,000 |
| University Hospitals | ||||||
| 11100 Euclid Avenue MCCO-5062 | Cleveland | OH | 44106 | PC | Neurological Inst.$10,000), ParkinsonsBoot Camp ($2500) | $12,500 |
| Cleveland Metroparks | ||||||
| 4101 Fulton Parkway | Cleveland | OH | 44144 | PC | Accessibility | $10,000 |
| InMotion | ||||||
| 4829 Galaxy Parkway Suite M | Warrensville Heights | OH | 44128 | PC | General support | $8,000 |
| Cornerstone of Hope | ||||||
| 5905 Brecksville Road | Independence | OH | 44131 | PC | General support | $14,000 |
| Ideastream | ||||||
| 1375 Euclid Avenue | Cleveland | OH | 44115 | PC | General support | $14,000 |
| Julie Billart School | ||||||
| 380 Mineola Ave | Akron | OH | 44320 | PC | General support | $7,000 |
| Edwins Leadership & Restaurant Inst | ||||||
| 13101 Shaker Square | Cleveland | OH | 44120 | PC | General support | $3,500 |
| Values-In-Action Foundation | ||||||
| 6700 Beta Dr Ste 120 | Mayfield | OH | 44143 | PC | KindnessInitiative | $5,000 |
| Christ Child Society | ||||||
| 7901 Detroit Avenue Suite 300 | Cleveland | OH | 44102 | PC | General Support | $6,000 |
| Parkinson Education Program of | ||||||
| Greater Cleveland 22171 Harms Road | Euclid | OH | 44143 | PC | General support | $2,500 |
| Holy Name Parish | ||||||
| 8328 Broadway Ave | Cleveland | OH | 44105 | PC | Neighborhoodoutreach ministry | $10,000 |
| Crohn's & Colitis Foundation of Amer NE Chapter | ||||||
| 4700 Rockside Rd 425 | Independence | OH | 44131 | PC | General Support | $15,000 |
| Walsh Jesuit High School | ||||||
| 4550 Wyoga Lake Rd | Cuyahoga Falls | OH | 44224 | PC | Ignatian Fund-tuition assistance | $10,000 |
| St Augustine Health Center | ||||||
| 7801 Detroit Ave | Cleveland | OH | 44102 | PC | General support | $10,000 |
| Cleveland Central Catholic | ||||||
| 6550 Baxter Ave | Cleveland | OH | 44105 | PC | General support | $10,000 |
| Alzheimers Association Cleveland Area | ||||||
| PO Box 74924 | Cleveland | OH | 44194 | PC | General support | $15,000 |
| Amputee Coalition of America Inc | ||||||
| 900 East Hill Ave Ste 290 | Knoxville | TN | 37915 | PC | General support | $10,000 |
| St Baldrick's Foundation | ||||||
| 1333 South Mayflower Ave 400 | Monrovia | CA | 91015 | PC | General Support | $10,000 |
| Malachi House | ||||||
| 7801 Detroit Ave | Cleveland | OH | 44012 | PC | Indigent hospicecare - GeneralSupport | $5,000 |
| Strongsville United Methodist Church | ||||||
| 13500 Royalton Rd | Strongsville | OH | 44136 | PC | Royal Family Kids Ministry | $2,500 |
| Seidman Cancer Center | ||||||
| 11100 Euclid Ave | Cleveland | OH | 44106 | PC | Research | $5,000 |
| Ohio Police Foundation | ||||||
| 2301 Payne Avenue Ste 201 | Cleveland | OH | 44114 | PC | Heroes Fund | $5,000 |
| Cleveland Art Museum | ||||||
| 11150 East Blvd | Cleveland | OH | 44106 | PC | Studio Go | $5,000 |
| Joseph and Mary's Home | ||||||
| 2412 Community College Ave | Cleveland | OH | 44115 | PC | General support | $2,500 |
| Ohio Guidestone | ||||||
| 434 Eastland Road | Berea | OH | 44017 | PC | General support | $2,500 |
| Rock & Roll Hall of Fame | ||||||
| 1100 E 9th St | Cleveland | OH | 44114 | PC | Childrensprogramming | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $237,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,351 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $197,050 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTCG distributions | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,005 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $267,406 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,406 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | Buckingham, Doolittle & Burroughs Form 990PF prep | CategoryTxt |
| Amt | $2,631 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $429,339 | GrossSalesPriceAmt |
| Basis | $232,289 | BasisAmt |
| Total Net | $197,050 | TotalNetAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BUCKINGHAM DOOLITTLE & BURROUGHS Grant making; maintain books/assets | CategoryTxt |
| Legal Fees | $16,476 | LegalFeesAmt |
| Net Investment Income | $1,973 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,503 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OHIO TREAS OF STATE - VERIFICATION OF FILING FEE | $200 | |
| 990-PF software fee | $93 | |
| Form 1099 efiling fee | $3 | |
| Bank fees | $24 | $24 |
| $234 | ||
| Amortization | $765 | $765 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LTCG distributions | Desc |
| Revenue And Expenses Per Books | $10,005 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,005 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fifth Third Bank Investment Advisor | CategoryTxt |
| Amt | $32,883 | Amt |
| Net Investment Income | $32,883 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2025 net investment income tax | $3,354 | |
| Foreign taxes paid | $843 | $843 |
| QDI charges | $9 | $9 |