FREEMAN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FREEMAN FOUNDATION INC (EIN 34-6572280)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-25
- IRS object ID
- 202641769349100309
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-25T11:18:53-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 KINROSS LAKES PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | RICHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44286 | 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 | 346572280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 2163187197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE CO JCONSOLO 210 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD FREEMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2163187197 | PhoneNum |
| Signature | 2026-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD ABEL | PreparerPersonNm |
| PTIN | P01822615 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Preparation | 2026-06-24 | 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 | $9,764,580 | 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 | $429,020 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $93,988 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,177 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$24,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $517,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $75,849 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,335 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $716,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,859 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $71,053 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $55,272 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,709 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,627 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $335 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $184,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,909 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $465,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $465,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $649,354 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $230,252 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,328 | CashBOYAmt |
| Cash EOY | $153,160 | CashEOYAmt |
| Cash EOYFMV | $153,160 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $199,284 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,391 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $302,644 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $228,506 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $229,910 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,224,504 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,177,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,491,194 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,201,022 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,214,811 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,268,586 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $331,016 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $585,470 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $607,339 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,300,798 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,373,574 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,764,580 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,300,798 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,373,574 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,300,798 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,373,574 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,300,798 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,373,574 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,300,798 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,324 | OtherIncreasesAmt |
| Subtotal | $6,373,574 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,373,574 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $516,860 | $540,042 | -$23,182 | -$23,182 | |
| CAPITAL GAINS DIVIDENDS | $275 | $275 | $275 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,907 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,201 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,201 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,879 | OverpaymentAmt |
| Applied To ES Tax | $3,879 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD FREEMAN | IndividualWithBooksNm |
| Phone | 2163187197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE C/O JCONSOLO | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD FREEMAN | |||||||||
| 600 SUPERIOR AVE C/O JCONSOLO SUITE | 2100 | CLEVELAND | OH | 44114 | VICE-PRESIDENT | 5.00 | $0 | $0 | $0 |
| ELLEN KRAATZ | |||||||||
| 600 SUPERIOR AVE C/O JCONSOLO SUITE | 2100 | CLEVELAND | OH | 44114 | PRESIDENT | 10.00 | $100,000 | $0 | $0 |
| AINO WHEELER | |||||||||
| 600 SUPERIOR AVE C/O JCONSOLO SUITE | 2100 | CLEVELAND | OH | 44114 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RITA BIGHAM | |||||||||
| 600 SUPERIOR AVE C/O JCONSOLO SUITE | 2100 | CLEVELAND | OH | 44114 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TAFF KRAATZ | |||||||||
| 600 SUPERIOR AVE C/O JCONSOLO SUITE | 2100 | CLEVELAND | OH | 44114 | TRUSTEE | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,077,119 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $357,003 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,434,122 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,434,122 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,292,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $464,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $464,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,201 | TotalTaxAmt |
| Distributable Before Adj | $461,430 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $461,430 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $461,430 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $480,909 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $461,430 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $81,214 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,214 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $480,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $461,430 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,479 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $100,693 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $81,214 | ExcessFromYear1Amt |
| Excess From Current Year | $19,479 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELLEN KRAATZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33499 LIONS GATE | AddressLine1Txt |
| City | AVON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2163187197 | RecipientPhoneNum |
| Form And Info And Materials | INDIVIDUAL APPLICANTS SHOULD SUBMIT A BRIEF RESUME OF ACADEMIC QUALIFICATION ORGANIZATIONS SHOULD SUBMIT THEIR REQUESTS BY LETTER STATING THE PURPOSE FOR WHICH THE FUNDS WILL BE USED AND SHOW THEIR NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|
| ANIMAL PROTECTION LEAGUE | ||||||
| 1729 WILLEY AVE | CLEVELAND | OH | 44113 | PC | GENERAL SUPPORT | $15,000 |
| CAROLINA POODLE | ||||||
| 6705 UNION HWY | PACOLET | SC | 29372 | PC | GENERAL SUPPORT | $10,000 |
| CCF LGPTQ CARE | ||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | PC | GENERAL SUPPORT | $15,000 |
| CLEVELAND METROPARKS | ||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44144 | PC | GENERAL SUPPORT | $25,000 |
| CLEVELAND METROPARKS ZOO | ||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | PC | GENERAL SUPPORT | $25,000 |
| CLEVELAND PUBLIC THEATRE | ||||||
| 6415 DETROIT AVE | CLEVELAND | OH | 44102 | PC | GENERAL SUPPORT | $10,000 |
| CLEVELAND RAPE CRISIS CENTER (CRCC) | ||||||
| 2937 WEST 25TH STREET SUITE 2 | CLEVELAND | OH | 44113 | PC | GENERAL SUPPORT | $15,000 |
| EDWINS FOUNDATION | ||||||
| 13101 SHAKER SQ | CLEVELAND | OH | 44120 | PC | GENERAL SUPPORT | $20,000 |
| FIRST TEE | ||||||
| 3841 WASHINGTON PARK BLVD | NEWBURGH HEIGHTS | OH | 44105 | PC | GENERAL SUPPORT | $15,000 |
| FIRST YEAR CLEVELAND | ||||||
| 11235 BELLFLOWER ROAD | CLEVELAND | OH | 44106 | PC | GENERAL SUPPORT | $15,000 |
| IDEASTREAM | ||||||
| 1375 EUCLID AVENUE | CLEVEALAND | OH | 44115 | PC | GENERAL SUPPORT | $25,000 |
| JOURNEY CENTER | ||||||
| PO BOX 5466 | CLEVELAND | OH | 44101 | PC | GENERAL SUPPORT | $15,000 |
| LEGAL AID OF CLEVELAND | ||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | PC | GENERAL SUPPORT | $20,000 |
| MAGNOLIA CLUBHOUSE | ||||||
| 11101 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | GENERAL SUPPORT | $15,000 |
| MARILYN'S VOICE | ||||||
| PO BOX 282 | MENTOR | OH | 44061 | PC | GENERAL SUPPORT | $10,000 |
| NEWBRIDGE CLEVELAND CENTER FOR ARTS AND TECHNOLOGY | ||||||
| 3634 EUCLID AVENUE SUITE 100 | CLEVELAND | OH | 44115 | PC | GENERAL SUPPORT | $20,000 |
| OHIO CITY BICYCLE CO-OP (OCBC) | ||||||
| 1779 MERWIN AVENUE | CLEVELAND | OH | 44113 | PC | GENERAL SUPPORT | $15,000 |
| PALS FOR HEALING | ||||||
| 6100 OAK TREE BLVD SUITE 200 | INDEPENDENCE | OH | 44131 | PC | GENERAL SUPPORT | $15,000 |
| ROCK IT OUT | ||||||
| 18626 DETROIT AVE | LAKEWOOD | OH | 44107 | PC | GENERAL SUPPORT | $40,000 |
| SEEDS OF LITERACY | ||||||
| 3104 WEST 25TH STREET SUITE 3 | CLEVELAND | OH | 44109 | PC | GENERAL SUPPORT | $15,000 |
| THE GATHERING PLACE | ||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PC | GENERAL SUPPORT | $15,000 |
| THE MARSHAL PROJECT | ||||||
| 156 WEST 56TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $10,000 |
| THE MUSIC SETTLEMENT | ||||||
| 11125 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | PC | GENERAL SUPPORT | $20,000 |
| TOWARDS EMPLOYEMENT | ||||||
| 1255 EUCLID AVENUE | CLEVELAND | OH | 44115 | PC | GENERAL SUPPORT | $10,000 |
| UNIVERSITY OF MICHIGAN SCHOLARSHIP | ||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | PC | GENERAL SUPPORT | $10,000 |
| YOUTH OPPORTUNITIES UNLIMITED (YOU) | ||||||
| 1228 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | PC | GENERAL SUPPORT | $10,000 |
| FIRE FOUNDATION | ||||||
| 20 WEST NINTH STREET | KANSAS CITY | MO | 64105 | PC | GENERAL SUPPORT | $10,000 |
| CANINES HELPING INDEPENDENT PEOPLE | ||||||
| 2322 44TH STREET NORTHWEST | CANTON | OH | 44709 | PC | GENERAL SUPPORT | $10,000 |
| MARY DUGAN CENTER SUPPORTING ORGANIZATION | ||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | PC | GENERAL SUPPORT | $10,000 |
| RISE UP NORTHEAST OHIO | ||||||
| 2919 JAY AVENUE | CLEVELAND | OH | 44113 | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $465,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,988 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,831 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,849 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$24,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $287,786 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,786 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF MARVIN FREEMAN | ||||||
| 1 | 600 SUPERIOR AVE C/O JCONSOLO | CLEVELAND | OH | 44114 | $329,020 | Yes (X) |
| GALE H FREEMAN TRUST | ||||||
| 2 | 600 SUPERIOR AVE C/O JCONSOLO | CLEVELAND | OH | 44114 | $100,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,214,811 | EOYBookValueAmt |
| EOYFMV | $2,268,586 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,177,236 | EOYBookValueAmt |
| EOYFMV | $6,491,194 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $148,521 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $150,258 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $79,985 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $79,652 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $585,470 | BookValueAmt |
| EOYFMV | $607,339 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER FEES | $474 | $0 | $0 |
| OHIO FILING FEES | $200 | $0 | $200 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - SCH. K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $75,849 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $46,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75,849 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $5,324 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $54,344 | $54,272 | $0 |
| LEGAL FEES | $10,323 | $0 | $10,323 |
| ACCOUNTING FEES | $6,386 | $1,000 | $5,386 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $12,292 | $0 | $0 |
| FOREIGN TAXES | $335 | $335 | $0 |