CLARA WEISS FUND WEISS DAVID C ET AL TTEE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLARA WEISS FUND WEISS DAVID C ET AL TTEE (EIN 34-6556158)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202421319349100837
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T12:17:54-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593783649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yarwood Accounting Services Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6221 Hollow Lane | AddressLine1Txt |
| City | Medina | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346556158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Clara Weiss Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 3304215974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8161 Lake Road | AddressLine1Txt |
| City | Seville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44273 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lizbeth W Kohler | PersonNm |
| Person Title | Admin Assistant | PersonTitleTxt |
| Phone | 3304215974 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Lizbeth | PersonFirstNm |
| Person Last | Kohler | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Laura A Walter | PreparerPersonNm |
| PTIN | P02066010 | PTIN |
| Phone | 3304162877 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,952,757 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $14,205 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,205 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,205 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $225,700 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,700 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $225,700 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$23,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,026,262 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $216,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,905 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $239,905 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,525 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,459 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $763 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $20,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $482,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $482,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $502,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $482,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$285,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $239,905 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103 | CashBOYAmt |
| Cash EOY | $103 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $58,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,292 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $5,441,980 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,952,757 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,952,757 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,232 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,232 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $5,500,737 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,016,152 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,952,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,500,737 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,016,152 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,500,737 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,016,152 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,500,737 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,016,152 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,500,737 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$285,527 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,215,210 | SubtotalAmt |
| Other Decreases | $199,058 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,016,152 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Lord Abb M/A Inc A | P | 2022-12-01 | 2023-11-15 | $20,992 | $21,166 | -$174 | -$174 |
| Cardinal Health Inc | P | 2015-11-04 | 2023-11-15 | $285,429 | $313,928 | -$28,499 | -$28,499 |
| Lord Abb M/A Inc A | P | 2014-05-19 | 2023-11-15 | $265,421 | $287,662 | -$22,241 | -$22,241 |
| Lord Abb H/Y A | P | 2014-05-19 | 2023-11-15 | $190,437 | $239,362 | -$48,925 | -$48,925 |
| Nuveen Pfd Incm Opptys | P | 2019-06-03 | 2023-11-07 | $4 | $6 | -$2 | -$2 |
| Office Pptys Incm Tr SBI | P | 2013-08-21 | 2023-11-15 | $3,808 | $60,805 | -$56,997 | -$56,997 |
| Cardinal Health Inc | P | 2018-08-08 | 2023-11-15 | $100,080 | $49,712 | $50,368 | $50,368 |
| Kraft Heinz Co | P | 1997-10-29 | 2023-11-15 | $7,527 | $3,333 | $4,194 | $4,194 |
| Lumen Techs Inc LA | P | 2009-12-16 | 2023-11-15 | $2,636 | $68,207 | -$65,571 | -$65,571 |
| Marathon Petroleum Corp | P | 1984-11-08 | 2023-11-15 | $149,928 | $5,466 | $144,462 | $144,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$23,385 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$174 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,335 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,335 | SubtotalAmt |
| Tax Based On Investment Income | $3,335 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $139 | EsPenaltyAmt |
| Tax Due | $3,474 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Lizbeth Weiss Kohler | IndividualWithBooksNm |
| Phone | 3304215974 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8161 Lake Road | AddressLine1Txt |
| City | Seville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44273 | 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 |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| 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 |
|---|---|---|---|---|---|---|
| Lizbeth Weiss Kohler | ||||||
| 8161 Lake Road | Seville | OH | 44273 | Admin. Asst. | 003.00 | $12,525 |
| William A Weiss | ||||||
| 1460 Pitcock Lane | Winchester | VA | 22603 | Part-Time | 000.50 | $0 |
| Robert L Weiss Jr | ||||||
| 1661 Crescent Place NW | Washington | DC | 20009 | Part-Time | 000.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The sole purpose of the Clara Weiss Fund is to purchase and manage investments to make funding available to disburse as grant funds for non-profit Organizations. | Description1Txt |
| Expenses1 | $502,047 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,166,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,344,235 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,344,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,264,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,335 | TotalTaxAmt |
| Distributable Before Adj | $259,869 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $259,869 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $259,869 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $482,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $482,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,869 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $98,013 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $86,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,753 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,326 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $164,310 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $579,795 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $482,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $259,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $222,131 | RemainingDistriFromCorpusAmt |
| Total Corpus | $801,926 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $98,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $703,913 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $86,393 | ExcessFromYear4Amt |
| Excess From Year3 | $91,753 | ExcessFromYear3Amt |
| Excess From Year2 | $139,326 | ExcessFromYear2Amt |
| Excess From Year1 | $164,310 | ExcessFromYear1Amt |
| Excess From Current Year | $222,131 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lizbeth Kohler | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8161 Lake Road | AddressLine1Txt |
| City | Seville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44273 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3304215974 | RecipientPhoneNum |
| Form And Info And Materials | None specified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None specified | SubmissionDeadlinesTxt |
| Restrictions On Awards | None specified | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (218 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Lake Erie Nature & Science Center | |||||
| 28728 Wolf Rd | Cleveland | OH | 44140 | To support non-profit operations | $10,000 |
| The Local Journalism Project | |||||
| PO Box 391 | Provincetown | MA | 02657 | To support non-profit operations | $500 |
| Hawaii Community Foundation | |||||
| 444 Hana Hwy Suite 201 | Kahului | HI | 96732 | To support non-profit operations | $500 |
| Food & Friends | |||||
| 219 Riggs Road NE | Washington | DC | 20011 | To support non-profit operations | $15,000 |
| Planned Parenthood Federation of America | |||||
| PO Box 97166 | Washington | DC | 200907166 | To support non-profit operations | $1,000 |
| Planned Parenthood of Metro DC | |||||
| 1225 4th Street NE | Washington | DC | 20002 | To support non-profit operations | $500 |
| Trout Unlimited | |||||
| PO Box 7400 | Woolly Bugger | WV | 254387400 | To support non-profit operations | $500 |
| Amherst College | |||||
| PO Box 2228 | Amherst | MA | 01002 | To support non-profit operations | $2,000 |
| Smith College | |||||
| 76 Elm Street | Northampton | MA | 01063 | To support non-profit operations | $2,000 |
| Boston University School of Law | |||||
| 765 Commonwealth Ave | Boston | MA | 02215 | To support non-profit operations | $2,000 |
| ECHO | |||||
| 17391 Durrance Road | N Fort Myers | FL | 33917 | To support non-profit operations | $1,000 |
| Focused Ultrasound Foundation | |||||
| 1230 Cedars Court Ste206 | Charlottesville | VA | 22903 | To support non-profit operations | $1,000 |
| Food & Friends | |||||
| 219 Riggs Road NE | Washington | DC | 20011 | To support non-profit operations | $15,000 |
| Hawaii Community Foundation | |||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | To support non-profit operations | $500 |
| Planned Parenthood of Metro DC | |||||
| 1225 4th Street NE | Washington | DC | 20002 | To support non-profit operations | $500 |
| Trout Unlimited | |||||
| PO Box 7400 | Woolly Bugger | WV | 254387400 | To support non-profit operations | $500 |
| Amherst College | |||||
| PO Box 2228 | Amherst | MA | 01002 | To support non-profit operations | $2,000 |
| Smith College | |||||
| 76 Elm Street | Northampton | MA | 01063 | To support non-profit operations | $2,000 |
| Boston University School of Law | |||||
| 765 Commonwealth Ave | Boston | MA | 02215 | To support non-profit operations | $2,000 |
| Evergreen School | |||||
| 10700 Georgia Ave | Silver Spring | MD | 20902 | To support non-profit operations | $500 |
| ECHO | |||||
| 17391 Durrance Road | N Fort Myers | FL | 33917 | To support non-profit operations | $1,000 |
| Green Acres School | |||||
| 11701 Danville Dr | Rockville | MD | 208523799 | To support non-profit operations | $500 |
| Truro Center for the Arts at Castle Hill | |||||
| PO Box 756 | Truro | MA | 02666 | To support non-profit operations | $10,000 |
| Truro Center for the Arts Capital Camp | |||||
| PO Box 756 | Truro | MA | 02666 | To support non-profit operations | $30,000 |
| Union of Concerned Scientists | |||||
| 2 Brattle Sq | Cambridge | MA | 021383742 | To support non-profit operations | $15,000 |
| The Microchip Initiative | |||||
| 119 West Davis Street | Yellow Springs | OH | 45387 | To support non-profit operations | $1,000 |
| Dunklin Memorial Church Inc | |||||
| 3342 SW Hosanah Ln | Okeechobee | FL | 34974 | To support non-profit operations | $500 |
| Cape Cod Chamber Music Festival | |||||
| PO Box 1934 | North Eastham | MA | 02651 | To support non-profit operations | $500 |
| Glen Helen Association | |||||
| 405 Corry St | Yellow Springs | OH | 45387 | To support non-profit operations | $1,000 |
| Vassar College | |||||
| 161 College Ave | Poughkeepsie | NY | 12603 | To support non-profit operations | $500 |
| Coast Guard Academy Alumni Assn Inc | |||||
| 47 Mohegan Ave | New London | CT | 063208111 | To support non-profit operations | $1,000 |
| The Congregational Church | |||||
| PO Box 804 | Summerfield | FL | 34492 | To support non-profit operations | $2,500 |
| Dumbarton Arts & Education | |||||
| 3133 Dumbarton St NW | Washington | DC | 20007 | To support non-profit operations | $500 |
| Habitat for Humanity Lee & Henry Counties | |||||
| 12751 New Brittany Blvd | Fort Myers | FL | 33907 | To support non-profit operations | $1,000 |
| First Presbyterian Church of Fort Myers | |||||
| 2438 Second St | Fort Myers | FL | 33901 | To support non-profit operations | $5,000 |
| Harry Chapin Food Bank | |||||
| 3760 Fowler St | Fort Myers | FL | 33901 | To support non-profit operations | $1,000 |
| Touchstone Foundation | |||||
| 901 New York Ave NW | Washington | DC | 20001 | To support non-profit operations | $500 |
| Seaside Seabird Sanctuary | |||||
| 18328 Gulf Blvd | Indian Shores | FL | 33785 | To support non-profit operations | $500 |
| McLean Project for the Arts | |||||
| 1234 Ingleside Ave | McLean | VA | 22101 | To support non-profit operations | $500 |
| Provincetown Art Association & Museum | |||||
| 460 Commercial St | Provincetown | MA | 02657 | To support non-profit operations | $500 |
| The Sentencing Project | |||||
| 1705 DeSales St NW | Washington | DC | 20036 | To support non-profit operations | $500 |
| Southern Poverty Law Center | |||||
| 400 Washington Ave | Montgomery | AL | 36104 | To support non-profit operations | $500 |
| Colgate University | |||||
| PO Box 313 | Canajoharie | NY | 13317 | To support non-profit operations | $500 |
| The Local Journalism Project | |||||
| PO Box 391 | Provincetown | MA | 02657 | To support non-profit operations | $500 |
| 4-H Camp Clifton Inc | |||||
| 2256 Clifton Rd | Yellow Springs | OH | 45387 | To support non-profit operations | $4,500 |
| Alternative Paths | |||||
| 246 Northland Dr 200A | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Applewood Centers Inc | |||||
| 22001 Fairmount Blvd | Shaker Heights | OH | 44118 | To support non-profit operations | $1,250 |
| Arc of Medina County Camp Paradise | |||||
| 4283 Paradise Road | Seville | OH | 44273 | To support non-profit operations | $5,000 |
| Arc of Medina County Resource Center | |||||
| 4284 Paradise Road | Seville | OH | 44273 | To support non-profit operations | $2,500 |
| Ashland Special Response Team | |||||
| 1211 E Main St | Ashland | OH | 44805 | To support non-profit operations | $2,000 |
| Hope & Healing Survivor Resource Center | |||||
| 696 E Washington St | Medina | OH | 44256 | To support non-profit operations | $5,000 |
| Brunswick Rotary Foundation | |||||
| PO Box 252 | Brunswick | OH | 44212 | To support non-profit operations | $1,000 |
| Camp Ho Mita Koda Foundation | |||||
| 14040 Auburn Road | Newbury | OH | 44065 | To support non-profit operations | $2,500 |
| The Caring Corral | |||||
| 420 Parkview Dr | Sheffield | OH | 44054 | To support non-profit operations | $1,000 |
| Cathy's House | |||||
| PO Box 811 | Medina | OH | 44258 | To support non-profit operations | $1,500 |
| Community Health Center | |||||
| 725 E Market St | Akron | OH | 44305 | To support non-profit operations | $1,000 |
| Concerns of Police Survivors | |||||
| PO Box 3199 | Camdenton | MO | 65020 | To support non-profit operations | $2,000 |
| Cystic Fibrosis Foundation | |||||
| 425 Literary Rd Ste 100 | Cleveland | OH | 44113 | To support non-profit operations | $1,500 |
| Feeding Medina County | |||||
| 650 W Smith Rd C-8 | Medina | OH | 44256 | To support non-profit operations | $2,000 |
| Fieldstone Farm | |||||
| 16497 Synder Road | Chagrin Falls | OH | 44023 | To support non-profit operations | $2,500 |
| Girl Scouts of North East Ohio | |||||
| 1 Girl Scout Way | Macedonia | OH | 440562156 | To support non-profit operations | $15,000 |
| Greater Cleveland Fisher House | |||||
| PO Box 1852 | Cleveland | OH | 44106 | To support non-profit operations | $750 |
| Habitat for Humanity - Medina County | |||||
| 233 Lafayette Road | Medina | OH | 44256 | To support non-profit operations | $3,500 |
| Help Foundation Inc | |||||
| 26900 Euclid Ave | Euclid | OH | 44132 | To support non-profit operations | $500 |
| Hospice of Medina County | |||||
| 5075 Windfall Rd | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| IOSCO Co Habitat for Humanity | |||||
| PO Box 117 | Tawas City | MI | 48764 | To support non-profit operations | $1,000 |
| Junior Achievement of North Central Ohio | |||||
| 4353 Executive Circle NW | Canton | OH | 44718 | To support non-profit operations | $4,000 |
| Lafayette Township Volunteer Fire Dept | |||||
| 6776 Wedgewood Rd | Medina | OH | 44256 | To support non-profit operations | $500 |
| Leadership Medina County | |||||
| 6300 Technology Lane | Medina | OH | 44256 | To support non-profit operations | $400 |
| Let's Grow Akron Inc | |||||
| 467 Harvey Ave | Akron | OH | 44314 | To support non-profit operations | $1,000 |
| Matthew 25 Coalition | |||||
| PO Box 284 | Lodi | OH | 44254 | To support non-profit operations | $2,000 |
| Medina Co Creative Housing | |||||
| 232 N Court Street | Medina | OH | 44256 | To support non-profit operations | $3,000 |
| Medina County Historical Society | |||||
| 206 N Emwood Street | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Medina County Parks Districts | |||||
| 6364 Deerview Ln | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Medina County SPCA | |||||
| 8790 Guilford Rd | Seville | OH | 44273 | To support non-profit operations | $2,000 |
| Medina County Summer Reinforcement | |||||
| 5175 Rustic Hills Drive | Medina | OH | 44256 | To support non-profit operations | $1,500 |
| Medina County Veterans Memorial Hall | |||||
| 620 North Broadway | Medina | OH | 442581343 | To support non-profit operations | $250 |
| Medina General Hospital Foundation | |||||
| 1000 East Washington St | Medina | OH | 442580427 | To support non-profit operations | $2,000 |
| Miami University Fund | |||||
| 725 East Chestnut St | Oxford | OH | 450569972 | To support non-profit operations | $100 |
| NRA Foundation | |||||
| 11250 Waples Mills Road | Fairfax | VA | 22030 | To support non-profit operations | $1,000 |
| NRA Special Contribution Fund | |||||
| PO Box 700 | Raton | NM | 87740 | To support non-profit operations | $500 |
| NationAL Council on Severe Autism | |||||
| PO Box 26853 | San Jose | CA | 951596853 | To support non-profit operations | $1,500 |
| Newbridge Place | |||||
| 645 Wooster St | Lodi | OH | 44254 | To support non-profit operations | $1,000 |
| Plainfield Township Public Library | |||||
| PO Box 247 | Hale | MI | 48739 | To support non-profit operations | $750 |
| Planned Parenthood | |||||
| 444 West Exchange Street | Akron | OH | 44302 | To support non-profit operations | $2,000 |
| Project Learn of Medina County | |||||
| 105 W Liberty Street Lower | Medina | OH | 44256 | To support non-profit operations | $2,000 |
| Recovery Center of Medina County | |||||
| 538 W Liberty St | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Replay for Kids | |||||
| 600 West Sturbridge Dr | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Shop with a Cop - Ashland | |||||
| 1211 E Main St | Ashland | OH | 44805 | To support non-profit operations | $1,500 |
| Sunbury Urban Farm | |||||
| 2140 Sunbury Rd | Columbus | OH | 43219 | To support non-profit operations | $2,000 |
| Valley City Fire & Rescue | |||||
| PO Box 318 | Valley City | OH | 44280 | To support non-profit operations | $1,000 |
| Vocational Guidance Services | |||||
| 2239 East 55th St | Cleveland | OH | 441034451 | To support non-profit operations | $3,000 |
| Wadsworth FISH | |||||
| PO Box 754 | Wadsworth | OH | 44282 | To support non-profit operations | $2,000 |
| Warrior Dog Foundation | |||||
| 5930 Royal Lane Ste E 355 | Dallas | TX | 75230 | To support non-profit operations | $1,500 |
| Cleveland Clinic Foundation | |||||
| PO Box 931517 | Cleveland | OH | 441931655 | To support non-profit operations | $500 |
| Westfield Township Fire and Rescue | |||||
| 8975 N Leroy Rd | Westfield Center | OH | 44251 | To support non-profit operations | $1,000 |
| 4-H Club of Clarke County | |||||
| 101 Chalmers Court | Berryville | VA | 22611 | To support non-profit operations | $2,000 |
| American University- WAMU-FM | |||||
| PO Box 17539 | Baltimore | MD | 212971539 | To support non-profit operations | $200 |
| Barns of Rose Hill | |||||
| PO Box 738 | Berryville | VA | 22611 | To support non-profit operations | $5,000 |
| Blue Ridge Fire & Rescue Co | |||||
| PO Box 216 | Bluemont | VA | 20135 | To support non-profit operations | $3,000 |
| Blue Ridge Hospice Inc | |||||
| 333 West Cork Street 405 | Winchester | VA | 22601 | To support non-profit operations | $2,000 |
| Blue Ridge Studio for the Performing Arts | |||||
| 5 East Main Street | Berryville | VA | 22611 | To support non-profit operations | $800 |
| Blue Ridge Wildlife Center | |||||
| 106 Island Farm Lane | Boyce | VA | 22620 | To support non-profit operations | $800 |
| Catholic Charities | |||||
| 200 N Glebe Road | Arlington | VA | 22203 | To support non-profit operations | $7,500 |
| CCAP | |||||
| P O Box 2112 | Winchester | VA | 22604 | To support non-profit operations | $3,000 |
| Clarke Co Conservation Easement Auth | |||||
| 101 Chalmers Court | Berryville | VA | 22611 | To support non-profit operations | $2,000 |
| Clarke County Historical Association | |||||
| P O Box 306 | Berryville | VA | 22611 | To support non-profit operations | $200 |
| Clarke County Humane Foundation | |||||
| PO Box 713 | Berryville | VA | 22611 | To support non-profit operations | $600 |
| Clarke County Library | |||||
| 101 Chalmers Ct | Berryville | VA | 22611 | To support non-profit operations | $1,500 |
| Colby College | |||||
| 4320 Mayflower Hill | Waterville | ME | 049019923 | To support non-profit operations | $300 |
| Colorado College | |||||
| 14 East Cache La Poudre St | Colorado Springs | CO | 809033298 | To support non-profit operations | $300 |
| Dickinson College | |||||
| P O Box 1773 | Carlisle | PA | 17013 | To support non-profit operations | $300 |
| Disabled American Veterans | |||||
| P O Box 14301 | Cincinnati | OH | 452500301 | To support non-profit operations | $500 |
| Dr Terry Sinclair Health Clinic | |||||
| 301 N Cameron St Ste 100 | Winchester | VA | 22601 | To support non-profit operations | $4,000 |
| Eastern Virginia Med School Foundation | |||||
| P O Box 5 | Norfolk | VA | 235010005 | To support non-profit operations | $500 |
| Fish of Clarke County Inc | |||||
| P O Box 1154 | Berryville | VA | 22611 | To support non-profit operations | $4,000 |
| Fort Loudoun Chapter NSDAR | |||||
| 118 Nassau Dr | Winchester | VA | 22602 | To support non-profit operations | $1,500 |
| Fremont Street Nursery | |||||
| 533 Fremont Street | Winchester | VA | 22601 | To support non-profit operations | $2,500 |
| Friends of Woodstock School | |||||
| P O Box 749780 | Los Angeles | CA | 900749780 | To support non-profit operations | $3,000 |
| Girls on the Run of Winchester Inc | |||||
| 129 Youth Development Ct | Winchester | VA | 22602 | To support non-profit operations | $1,500 |
| Grace Episcopal Church of Berryville | |||||
| PO Box 678 | Berryville | VA | 226110678 | To support non-profit operations | $3,000 |
| Habitat for Humanity | |||||
| 400 Battaile Drive | Winchester | VA | 22601 | To support non-profit operations | $2,000 |
| Hollins University | |||||
| P O Box 9629 | Roanoke | VA | 240209629 | To support non-profit operations | $100 |
| Holy Cross Abbey | |||||
| 901 Cool Spring Lane | Berryville | VA | 226112700 | To support non-profit operations | $1,000 |
| Horseshoe Curve Benevolent Assoc | |||||
| 1162 Pine Grove Road | Bluemont | VA | 20135 | To support non-profit operations | $1,500 |
| John H Enders Fire & Rescue Squad | |||||
| 9 S Buckmarsh St | Berryville | VA | 22611 | To support non-profit operations | $3,000 |
| Josephine School Community Museum | |||||
| 303 Josephine Street | Berryville | VA | 22611 | To support non-profit operations | $1,000 |
| Lord Fairfax Soil & Water Conser Dist | |||||
| 722B East Queen Street | Strasburg | VA | 226572439 | To support non-profit operations | $400 |
| Loudoun Country Day School | |||||
| 20600 Red Cedar Drive | Leesburg | VA | 20175 | To support non-profit operations | $1,000 |
| Ludhiana Christian Medical College Board | |||||
| P O Box 1327 | Columbia | MD | 21044 | To support non-profit operations | $1,000 |
| Main Street Chamber Orchestra | |||||
| 323 South Church Street | Berryville | VA | 22611 | To support non-profit operations | $500 |
| Maryland Public Television | |||||
| P O Box 13183 | Baltimore | MD | 212033183 | To support non-profit operations | $100 |
| National Wildlife Federation | |||||
| P O Box 1637 | Merrifield | VA | 221169894 | To support non-profit operations | $300 |
| Northern Virginia 4-H Ed Center | |||||
| 600 4-H Center Drive | Front Royal | VA | 22630 | To support non-profit operations | $1,000 |
| Powhatan School | |||||
| 49 Powhatan Lane | Boyce | VA | 22620 | To support non-profit operations | $6,000 |
| Proctor Academy | |||||
| P O Box 389 | Andover | NH | 032160389 | To support non-profit operations | $2,000 |
| Project HOPE | |||||
| 1220 19th St NW Suite 800 | Washington | DC | 20036 | To support non-profit operations | $1,500 |
| Public Broadcasting Service- WETA | |||||
| P O Box 96100 | Washington | DC | 200777455 | To support non-profit operations | $500 |
| Sacred Heart Academy | |||||
| 110 Keating Drive | Winchester | VA | 22601 | To support non-profit operations | $1,000 |
| Saint Bridget of Ireland Church | |||||
| 1024 West Main Street | Berryville | VA | 22611 | To support non-profit operations | $2,000 |
| Smithsonian Conservation Biology Inst | |||||
| 1500 Remount Rd MRC5530 | Front Royal | VA | 22630 | To support non-profit operations | $3,000 |
| Shenandoah Area Agency on Aging | |||||
| 207 Mosby Ln | Front Royal | VA | 22630 | To support non-profit operations | $1,000 |
| Shenandoah Valley Discovery Museum | |||||
| 19 W Cork St | Winchester | VA | 22601 | To support non-profit operations | $1,000 |
| St Agnes School | |||||
| 400 Fontaine Street | Alexandria | VA | 223029912 | To support non-profit operations | $100 |
| The Bethel Memorial Inc | |||||
| P O Box 283 | Millwood | VA | 22646 | To support non-profit operations | $100 |
| The Laurel Center | |||||
| P O Box 14 | Winchester | VA | 22604 | To support non-profit operations | $3,500 |
| The Museum of Shenandoah Valley | |||||
| 901 Amherst St | Winchester | VA | 22601 | To support non-profit operations | $800 |
| The Wooster Fund | |||||
| 1189 Beall Avenue | Wooster | OH | 446912363 | To support non-profit operations | $900 |
| Treasurer of Clarke County | |||||
| P O Box 537 | Berryville | VA | 22611 | To support non-profit operations | $4,000 |
| Virginia Avenue Charlotte | |||||
| 550 Virginia Ave | Winchester | VA | 22601 | To support non-profit operations | $3,600 |
| Westtown School | |||||
| 975 Westtown Road | West Chester | PA | 19382 | To support non-profit operations | $300 |
| Wildlife Veterinary Care | |||||
| P O Box 288 | Millwood | VA | 22646 | To support non-profit operations | $1,000 |
| Winchester Union Rescue Mission | |||||
| 435 North Cameron Street | Winchester | VA | 22601 | To support non-profit operations | $2,000 |
| WMC Foundation Angel Fund | |||||
| 220 Campus Blvd Suite 402A | Winchester | VA | 22601 | To support non-profit operations | $1,000 |
| World Ocean School | |||||
| P O Box 51091 | Boston | MA | 02205 | To support non-profit operations | $1,000 |
| Wounded Warrior Project | |||||
| P O Box 758517 | Topeka | KS | 66675 | To support non-profit operations | $800 |
| Achievement Center for Children | |||||
| 4255 Northfield Road | Highland Hills | OH | 44128 | To support non-profit operations | $1,500 |
| Akron Children's Hospital Foundation | |||||
| 1 Perkins Square | Akron | OH | 44308 | To support non-profit operations | $2,000 |
| American Cancer Society | |||||
| 10501 Euclid Avenue | Cleveland | OH | 44106 | To support non-profit operations | $2,000 |
| American Heart Association | |||||
| 1375 E 9th St Ste 600 | Cleveland | OH | 441141785 | To support non-profit operations | $2,000 |
| American Lung Association of NE Ohio | |||||
| 5755 Granger Rd Suite 905 | Independence | OH | 44131 | To support non-profit operations | $1,000 |
| American Red Cross | |||||
| 501 W Market Street | Akron | OH | 44303 | To support non-profit operations | $2,000 |
| Beech Brook | |||||
| 3737 Lander Rd | Cleveland | OH | 44124 | To support non-profit operations | $1,000 |
| Bellefaire JCB | |||||
| 22001 Fairmount Blvd | Cleveland | OH | 44118 | To support non-profit operations | $1,000 |
| City Mission | |||||
| 5310 Carnegie Ave | Cleveland | OH | 441034360 | To support non-profit operations | $1,000 |
| Cleveland Christian Home for Children | |||||
| 11401 Lorain Ave | Cleveland | OH | 44111 | To support non-profit operations | $1,500 |
| College of Wooster | |||||
| 1012 Beall Ave | Wooster | OH | 44691 | To support non-profit operations | $10,000 |
| Goodwill Industries of Akron Inc | |||||
| 3500 Medina Rd | Medina | OH | 44256 | To support non-profit operations | $750 |
| Hadley School for the Blind | |||||
| 7000 Elm St | Winnetka | IL | 600932554 | To support non-profit operations | $1,000 |
| Kidney Foundation of Ohio | |||||
| 2831 Prospect Ave | Cleveland | OH | 44115 | To support non-profit operations | $1,000 |
| The Hattie Larlham Foundation Inc | |||||
| 9772 Diagonal Road | Mantua | OH | 442551200 | To support non-profit operations | $1,500 |
| Leukemia & Lymphoma Society of America | |||||
| PO Box 22324 | New York | NY | 10087 | To support non-profit operations | $1,000 |
| Little City | |||||
| 1760 W Algonquin Road | Palatine | IL | 60067 | To support non-profit operations | $500 |
| Little Sisters of the Poor | |||||
| 4291 Richmond Road | Cleveland | OH | 44122 | To support non-profit operations | $1,000 |
| Lutheran Children's Aid & Family Services | |||||
| 4100 Franklin Blvd | Cleveland | OH | 441132895 | To support non-profit operations | $1,000 |
| Multiple Sclerosis Society | |||||
| 6155 Rockside Road 202 | Independence | OH | 44131 | To support non-profit operations | $1,000 |
| Muscular Dystrophy Assoc of America | |||||
| 161 N Clark Suite 3550 | Chicago | IL | 60601 | To support non-profit operations | $1,000 |
| Notre Dame College | |||||
| 4545 College Road | Cleveland | OH | 441214293 | To support non-profit operations | $1,000 |
| Prevent Blindness | |||||
| 6803 Mayfield Rd Ste 111 | Cleveland | OH | 44124 | To support non-profit operations | $1,000 |
| Salvation Army | |||||
| 4196 Center Road | Brunswick | OH | 44212 | To support non-profit operations | $3,000 |
| Special Olympics - Ohio | |||||
| 3303 Winchester Pike | Columbus | OH | 43232 | To support non-profit operations | $1,000 |
| St Joseph's Indian School | |||||
| 1301 N Main St | Chamberlain | SD | 57325 | To support non-profit operations | $300 |
| St Labre Indian School | |||||
| Tongue River Road | Ashland | MT | 590041001 | To support non-profit operations | $700 |
| St Rita School for the Deaf | |||||
| 1720 Glendale-Milford Road | Cincinnati | OH | 45215 | To support non-profit operations | $750 |
| UH Rainbow Babies & Children's Foundation | |||||
| 11100 Euclid Avenue | Cleveland | OH | 44106 | To support non-profit operations | $2,000 |
| University of the Cumberlands | |||||
| 6178 College Station Dr | Williamsburg | KY | 407699990 | To support non-profit operations | $3,000 |
| Warren Wilson College | |||||
| 701 Warren Wilson Road | Swannanoa | NC | 287782099 | To support non-profit operations | $1,500 |
| Animal Welfare Institute | |||||
| 900 Pennsylvania Ave SE | Washington | DC | 20003 | To support non-profit operations | $3,000 |
| Applewood Centers Inc | |||||
| 22001 Fairmount Blvd | Shaker Heights | OH | 44118 | To support non-profit operations | $5,000 |
| Arthritis Foundation | |||||
| 1355 Peachtree St Suite 600 | Atlanta | GA | 30309 | To support non-profit operations | $1,000 |
| Carolina Ballet | |||||
| 3401 Atlantic Ave 131 | Raleigh | NC | 27604 | To support non-profit operations | $6,500 |
| Cleveland Animal Protective League | |||||
| 1729 Willey Ave | Cleveland | OH | 44113 | To support non-profit operations | $2,500 |
| Cleveland Hearing & Speech Center | |||||
| 11635 Euclid Ave | Cleveland | OH | 44106 | To support non-profit operations | $3,000 |
| Cleveland Sight Center | |||||
| 1909 East 101st St | Cleveland | OH | 441068696 | To support non-profit operations | $3,000 |
| Colgate University | |||||
| PO Box 313 | Canajoharie | NY | 13317 | To support non-profit operations | $1,000 |
| Colonial Williamsburg Foundation | |||||
| P O Box 1776 | Williamsburg | VA | 23187 | To support non-profit operations | $1,500 |
| Deep Well Project | |||||
| PO Box 5543 | Hilton Head | SC | 299385543 | To support non-profit operations | $1,000 |
| Duke University | |||||
| Box 90581 | Durham | NC | 277080581 | To support non-profit operations | $3,000 |
| George Washington's Mount Vermon | |||||
| P O Box 110 | Mount Vernon | VA | 23187 | To support non-profit operations | $1,500 |
| Glaucoma Foundation | |||||
| 80 Maiden Lane Suite 700 | New York | NY | 10038 | To support non-profit operations | $2,000 |
| James Madison University | |||||
| 100 East Grace Street | Harrisonburg | VA | 22807 | To support non-profit operations | $2,000 |
| Lake Erie Nature & Science Center | |||||
| 28728 Wolf Rd | Cleveland | OH | 44140 | To support non-profit operations | $10,000 |
| Lake Ridge Academy | |||||
| 37501 Center Ridge Rd | North Ridgeville | OH | 44039 | To support non-profit operations | $5,000 |
| Med Share | |||||
| 3240 Clifton Springs Rd | Decatur | GA | 30034 | To support non-profit operations | $2,000 |
| Memorial Sloan Kettering Cancer Center | |||||
| PO Box 5028 | Hagerstown | MD | 217415028 | To support non-profit operations | $2,000 |
| Mitchelville Preservation Project Inc | |||||
| PO Box 21758 | Hilton Head Island | SC | 299251758 | To support non-profit operations | $2,000 |
| Planned Parenthood Federation of America | |||||
| PO Box 97166 | Washington | DC | 200907166 | To support non-profit operations | $2,000 |
| Project CURE | |||||
| 10377 East Geddes Ave Suite 200 | Centennial | CO | 80112 | To support non-profit operations | $2,000 |
| Project Esperanza | |||||
| 1291 Valley Mill Rd | Winchester | VA | 22602 | To support non-profit operations | $2,000 |
| Sierra Club Foundation | |||||
| 2101 Webster St | Oakland | CA | 94612 | To support non-profit operations | $3,000 |
| Skidmore College | |||||
| 815 N Broadway | Saratoga Springs | NY | 12866 | To support non-profit operations | $3,000 |
| Southern Poverty Law Center | |||||
| 400 Washington Ave | Montgomery | AL | 36104 | To support non-profit operations | $2,000 |
| Sweet Briar College | |||||
| 134 Chapel Road | Sweet Briar | VA | 24595 | To support non-profit operations | $13,000 |
| The Nature Conservancy | |||||
| 4245 N Fairfax Dr Suite 100 | Arlington | VA | 22203 | To support non-profit operations | $5,000 |
| Western Reserve Land Conservancy | |||||
| 3850 Chagrin River Road | Moreland Hills | OH | 440221131 | To support non-profit operations | $3,000 |
| Wildlife Center of Virginia | |||||
| 1800 South Delphine Ave | Waynesboro | VA | 22980 | To support non-profit operations | $2,000 |
| Winchester Little Theatre | |||||
| 315 Boscawen Street | Winchester | VA | 22601 | To support non-profit operations | $3,000 |
| World Central Kitchen | |||||
| 200 Massachusetts Ave NW | Washington | DC | 20001 | To support non-profit operations | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $482,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,205 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $225,700 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | -$23,385 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $216,520 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $216,520 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations. |
| 4 | Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations. |
| 8 | Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations. |
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 | Accounting fees | CategoryTxt |
| Amt | $4,300 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Computer | PropertyDesc |
| Acquired | 2008-01-01 | AcquiredDt |
| Cost Or Other Basis | $1,232 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,232 | PriorYearDepreciationAmt |
| Computation Method | straight line | ComputationMethodTxt |
| Life | 0000000005.000000000000 | LifeRt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Stifel Equities | $3,893,468 | $3,893,468 |
| Stifel Preferreds | $167,544 | $167,544 |
| Stifel Fixed Income | $444,663 | $444,663 |
| Stifel Mutual Funds | $105,700 | $105,700 |
| Stifel Smart Rate Program | $341,382 | $341,382 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer | CategoryOrItemTxt |
| Cost Or Other Basis | $1,232 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,232 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss | Desc |
| Amt | $199,058 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Broker/Bank fees | $563 |
| FIling fees | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $2,459 | Amt |
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