PERKINS CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS CHARITABLE FOUNDATION (EIN 34-6549753)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349101008
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T07:37:47-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341653424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAN BAZAN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8748 BRECKSVILLE RD 128 | AddressLine1Txt |
| City | BRECKSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44141 | 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 | 346549753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERK | BusinessNameControlTxt |
| Phone | 4405672217 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 484 | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOD OLIVA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4405672217 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TOD | PersonFirstNm |
| Person Last | OLIVA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER ARCHDEACON | PreparerPersonNm |
| PTIN | P00963605 | PTIN |
| Phone | 2163287800 | PhoneNum |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,138,619 | 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 |
| Interest On Sav Rev And Expnss | $2,965 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,965 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $971,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $971,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,307,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,479,434 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,307,259 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,226 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44,226 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,326,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,326,359 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,360 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $164,758 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,027 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,731 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $1,478 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,478 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,742 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,742 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $180,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,349,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,349,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,530,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,384,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,180,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $451,900 | CashBOYAmt |
| Cash EOY | $452,305 | CashEOYAmt |
| Cash EOYFMV | $452,305 | CashEOYFMVAmt |
| Corporate Stock BOY | $11,493,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,316,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,616,532 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,054,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,012,383 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,054,240 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,542 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,542 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,000,665 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,796,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,138,619 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,000,665 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,796,901 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,000,665 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,796,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,000,665 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,796,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,000,665 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,796,901 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,796,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NATIONAL FINANCIAL SERVICES SALES-PUBLICLY TRADED STOCK | PropertyDesc |
| Gross Sales Price | $3,479,434 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,172,175 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,307,259 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,307,259 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,307,259 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,307 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,307 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,307 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,186 | 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 | $20,186 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,121 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | PATRICK MORRISSEY | IndividualWithBooksNm |
| Phone | 4405672217 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 484 | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SALLIE SULLIVAN | ||||||||
| PO BOX 484 | GATES MILLS | OH | 44040 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| TOD OLIVA | ||||||||
| PO BOX 484 | GATES MILLS | OH | 44040 | CO-TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARY B PERKINS | ||||||||
| PO BOX 484 | GATES MILLS | OH | 44040 | CO-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 | $45,915,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $914,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,105,052 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,934,705 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,934,705 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $719,021 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,215,684 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,360,784 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,360,784 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,307 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,307 | TotalTaxAmt |
| Distributable Before Adj | $2,330,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,330,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,330,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,384,096 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,384,096 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,330,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,328,758 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,384,096 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,328,758 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,338 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,275,139 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SALLIE SULLIVAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICK MORRISSEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 484 | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4405672217 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC GUIDELINES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (130 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AFRICAN WILDLIFE FOUNDATION | ||||||
| 1100 NEW JERSEY AVE SE STE 900 | WASHINGTON | DC | 20003 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,250 |
| AMERICAN BIRD CONSERVANCY | ||||||
| PO BOX 249 | THE PLAINS | VA | 20198 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $75,000 |
| AMERICAN RED CROSS | ||||||
| 430 17TH ST NW | WASHINGTON | DC | 20006 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,400 |
| ARCHBOLD FOUNDATION | ||||||
| PO BOX 620 | THOMASVILLE | GA | 31799 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $82,600 |
| ARTS FOR LIFE | ||||||
| 7 BEAVERDAM ROAD SUITE 207 | ASHEVILLE | NC | 28804 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,500 |
| ASHEVILLE COMMUNITY THEATRE | ||||||
| 35 E WALNUT ST | ASHEVILLE | NC | 28801 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,425 |
| ATLANTIC SALMON FEDERATION | ||||||
| PO BOX 807 | CALAIS | ME | 04619 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,250 |
| AUDUBON GREAT LAKES | ||||||
| 125 S WACHER DRIVE SUITE 2125 | CHICAGO | IL | 60606 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $45,000 |
| AUDUBON OF FLORIDA | ||||||
| 4500 BISCAYNE BLVD | MIAMI | FL | 32137 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $50,000 |
| BEST BUDDIES OHIO | ||||||
| PO BOX 45353 | WESTLAKE | OH | 44145 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $18,000 |
| BIKE CLEVELAND | ||||||
| 3000 BRIDGE AVE | CLEVELAND | OH | 44113 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,000 |
| BLACKFOOT PATHWAYS | ||||||
| PO BOX 712 | LINCOLN | MT | 59639 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,075 |
| BLUECOATS INC | ||||||
| 23300 MERCANTILE ROAD | BEACHWOOD | OH | 44122 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,000 |
| BREAKTHROUGH SCHOOLS - CLEVELAND | ||||||
| 3615 SUPERIOR AVE SUITE 3103A | CLEVELAND | OH | 44114 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $25,000 |
| BREVARD MUSIC CENTER INC | ||||||
| PO BOX 312 | BREVARD | NC | 28712 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,075 |
| CAPTAINS FOR CLEAN WATER INC | ||||||
| 2031 JACKSO ST STE 150 | FORT MYERS | FL | 33901 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $25,000 |
| BURR & BURTON ACADEMY | ||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES | $250 |
| CASE WESTERN RESERVE UNIVERSITY OFFICE OF ADVANCEMENT SERVICES | ||||||
| 10969 CEDAR AVE SUITE 314 | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $85,000 |
| CHATHAM CONSERVATION FOUNDATION | ||||||
| 540 MAIN STREET | CHATHAM | MA | 02633 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $750 |
| CLEVELAND HEARING & SPEECH CENTER | ||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| CHILDREN'S ADVOCACY CENTER OF THOMAS COUNTY | ||||||
| TREEHOUSE THOMASVILLE PO BOX 2594 | THOMASVILLE | GA | 31799 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| CLEVELAND METROPARKS | ||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44144 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $22,000 |
| CLEVELAND MUSEUM OF ART | ||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| ONE WADE OVAL | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,500 |
| CLEVELAND ORCHESTRA | ||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,000 |
| CLEVELAND STATE UNIVERSITY | ||||||
| 2121 EUCLID AVE UN 501 | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| COLLEGE NOW GREATER CLEVELAND | ||||||
| 1500 WEST 3RD STREET 125 | CLEVELAND | OH | 44113 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $30,000 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | ||||||
| PO BOX 574 | JACKSON | WY | 93001 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $57,000 |
| CLEVELAND ZOOLOGICAL SOCIETY | ||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $50,000 |
| CUYAHOGA VALLEY SCENIC RAILROAD | ||||||
| PO BOX 158 | PENINSULA | OH | 44264 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| ALL SAINTS EPISCOPAL CHURCH | ||||||
| PO BOX 2626 | THOMASVILLE | GA | 31799 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,325 |
| ALLIANCE FOR CANCER GENE THERAPY | ||||||
| 96 CUMMINGS POINT ROAD | STAMFORD | CT | 06902 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| DUCKS UNLIMITED | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $600 |
| AUDUBON SOCIETY OF GREATER CLEVELAND | ||||||
| PO BOX 391037 | SOLON | OH | 44139 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| EQUAL JUSTICE INITIATIVE | ||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| FAMILY PANTRY OF CAPE COD | ||||||
| 133 QUEEN ANN ROAD | HARWICH | MA | 02645 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $750 |
| FLAT ROCK PLAYHOUSE | ||||||
| PO BOX 310 | FLAT ROCK | NC | 28731 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,500 |
| FRIENDS OF DWIGHT DERBY HOUSE | ||||||
| PO BOX 712 | MEDFIELD | MA | 02052 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $600 |
| GRATEFUL HEARTS | ||||||
| PO BOX 337 | DORSET | VT | 05251 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| GRAYSON-JOCKEY CLUB RESEARCH | ||||||
| 821 CORPORATE DRIVE | LEXINGTON | KY | 40503 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $43,000 |
| HANDS ON THOMAS COUNTY | ||||||
| PO BOX 252 | THOMASVILLE | GA | 31799 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| HANNA PERKINS CENTER | ||||||
| 19910 MALVERN ROAD | CLEVELAND | OH | 44122 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $50,000 |
| CHILDREN'S TUMOR FOUNDATION | ||||||
| MAIL CODE 6895 | PHILADELPHIA | PA | 19170 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| HATHAWAY BROWN SCHOOL | ||||||
| 19600 NORTH PARK BOULEVARD | SHAKER HEIGHTS | OH | 44122 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| HOBART WILLIAM SMITH COLLEGES | ||||||
| 300 PULTENEY STREET | GENEVA | NY | 14456 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,750 |
| HOLDEN FORESTS AND GARDENS | ||||||
| 9500 SPERRY ROAD | KIRTLAND | OH | 44094 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $11,000 |
| CLEVELAND MUSEUM OF NATURAL HISTORY (RPII) | ||||||
| ONE WADE OVAL | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $27,000 |
| IDEASTREAM PUBLIC MEDIA | ||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| CLEVELAND MUSEUM OF NATURAL HISTORY (WETLANDS) | ||||||
| ONE WADE OVAL | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $26,000 |
| JOHNNY MORRIS' WONDERS OF WILDLIFE FOUNDATION | ||||||
| 500 W SUNSHINE ST | SPRINGFIELD | MO | 65807 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $98,940 |
| CODEORG | ||||||
| 1501 4TH AVE STE 900 | SEATTLE | WA | 98101 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| LAKE ERIE NATURE & SCIENCE CENTER | ||||||
| 28728 WOLF ROAD | BAY VILLAGE | OH | 44140 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| LAUREL SCHOOL | ||||||
| 1 LYMAN CIRCLE | SHAKER HEIGHTS | OH | 44122 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $700 |
| MAPLE STREET SCHOOL | ||||||
| 322 MAPLE STREET | MANCHESTER CENTER | VT | 05255 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| MIDDLEBURY COLLEGE | ||||||
| 131 S MAIN ST | MIDDLEBURY | VT | 05753 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| EARTH JUSTICE | ||||||
| 50 CALIFORNIA STREET STE 500 | SAN FRANCISCO | CA | 94111 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,000 |
| MOUNTAIN CHILD ADVOCACY CENTER | ||||||
| 11 VANDERBILT PARK DR SUITE A | ASHEVILLE | NC | 28803 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,700 |
| NATIVE ECOSYSTEMS COUNCIL | ||||||
| PO BOX 145 | WILLOW CREEK | MT | 59760 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| FLORIDA WILDLIFE CORRIDOR FOUNDATION | ||||||
| 2606 FAIRFIELD AVE S BLDG 7 | ST PETERSBURG | FL | 33712 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $8,000 |
| GREAT LAKES THEATER | ||||||
| 1501 EUCLID AVENUE SUITE 300 | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,000 |
| HANDS AND HEARTS FOR HORSES INC | ||||||
| 3824 LOWER CAIRO RD | THOMASVILLE | GA | 31799 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| KAHN ACADEMY | ||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| MANCHESTER COMMUNITY LIBRARY | ||||||
| PO BOX 1105 | MANCHESTER CENTER | VT | 05255 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| LAKE ERIE FOUNDATION | ||||||
| 236 WALNUT AVE | LAKESIDE | OH | 43440 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $12,000 |
| MANCHESTER ELEMENTARY MIDDLE SCHOOL | ||||||
| 6378 ROUTE 7A | SUNDERLAND | VT | 05250 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,000 |
| PATHFINDER INTERNATIONAL | ||||||
| NINE GALEN STREET SUITE 217 | WATERTOWN | MA | 02172 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $35,000 |
| PATHWAYS VERMONT | ||||||
| PO BOX 127 | WINOOSKI | VT | 05404 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $35,000 |
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $45,000 |
| PLANNED PARENTHOOD OF NORTH CENTRAL FLORIDA | ||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $60,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 784 HERCUKES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| POINTER RESCUE ORG INC | ||||||
| 9949 MALLOW STREET | MANASSAS | VA | 20110 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| PRETERM | ||||||
| 12000 SHAKER BLVD | SHAKER HEIGHTS | OH | 44120 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $32,000 |
| PROJECT HEALING WATERS FLY FISHING INC | ||||||
| PO BOX 695 | LA PLATA | MD | 20464 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| PROPERTY & ENVIRONMENT RESEARCH CENTER | ||||||
| 2048 ANALYSIS DR | BOZEMAN | MT | 59718 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $60,000 |
| SHELDRICK WILDLIFE TRUST USA | ||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $750 |
| SMITH PARK OF NEW YORK INC | ||||||
| PO BOX 4994 | POUGHKEEPSIE | NY | 12602 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| SOUTHWESTERN VERMONT HEALTHCARE | ||||||
| 100 HOSPITAL DRIVE | BENNINGTON | VT | 05201 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,325 |
| ST DUNSTAN'S EPISCOPAL CHURCH | ||||||
| PO BOX 515 | DOVER | MA | 02030 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,000 |
| ST IGNATIUS HIGH SCHOOL | ||||||
| 1911 W 30TH STREET | CLEVELAND | OH | 44113 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $60,000 |
| ST JOHN'S UNITED METHODIST CHURCH | ||||||
| PO BOX 809 | AIKEN | NC | 29802 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $600 |
| SUMMIT COUNTY HISTORICAL SOCIETY | ||||||
| 550 COPLEY ROAD | AKRON | OH | 44320 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| TALL TIMBERS LHP ED CTR ENDOWMENT | ||||||
| 13093 HENRY BEADEL DRIVE | TALAHASSEE | FL | 32312 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $106,000 |
| TALL TIMBERS RED HILLS | ||||||
| 13093 HENRY BEADEL DRIVE | TALAHASSEE | FL | 32312 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $65,000 |
| TALL TIMBERS RESEARCH STATION | ||||||
| 13093 HENRY BEADEL DRIVE | TALLAHASSEE | FL | 32312 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $87,000 |
| THE MADEIRA SCHOOL | ||||||
| 8392 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $50,000 |
| TALL TIMBERS FOUNDATION | ||||||
| 13093 HENRY BEADEL DRIVE | TALAHASSEE | FL | 32312 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $166,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DRIVE 100 | ARLINGTON | VA | 22203 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $750 |
| MIKEROWEWORKS FOUNDATION | ||||||
| 1207 4TH ST | SANTA MONICA | CA | 90401 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| THE NATURE CONSERVANCY-OHIO | ||||||
| 6375 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $40,000 |
| THE SALVATION ARMY MASSACHUSETTS | ||||||
| 25 SHAWMUT RD | CANTON | MA | 02021 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,100 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,270 |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP | ||||||
| 529 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20045 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,600 |
| THERAPEUTIC RIDING CENTER | ||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| THOMAS COUNTY HUMANE SOCIETY | ||||||
| 180 BIG STAR DRIVE | THOMASVILLE | GA | 31757 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $37,250 |
| THOMAS UNIVERSITY | ||||||
| 1501 MILLPOND | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,700 |
| THE NATURE CONSERVANCY - MONTANA | ||||||
| 32 S EWING STREET | HELENA | MT | 59601 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| THOMASVILLE CENTER FOR THE ARTS | ||||||
| PO BOX 2177 | THOMASVILLE | GA | 31799 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $32,500 |
| THOMASVILLE LANDMARKS | ||||||
| PO BOX 1285 | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,500 |
| TROUT UNLIMITED | ||||||
| 1777 N KENT STREET 100 | ARLINGTON | VA | 22203 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $800 |
| NEVER LOST INC | ||||||
| 1835 SMITH AVENUE | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| TROUT UNLIMITED - HEADWATERS CO FRANKLIN TATE | ||||||
| PO BOX 8016 | ASHEVILLE | NC | 28814 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,500 |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,500 |
| PEBBLE HILL FOUNDATION | ||||||
| 1251 US HIGHWAY 319 S | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| UNITED WAY OF THOMAS COUNTY | ||||||
| PO BOX 1824 | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $32,000 |
| PRICKLY PEAR LAND TRUST | ||||||
| PO BOX 892 | HELENA | MT | 59624 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| UNIVERSITY HOSPITALS OF CLEVELAND | ||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $35,000 |
| UNIVERSITY SCHOOL | ||||||
| 2785 SOM CENTER ROAD | CLEVELAND | OH | 44022 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $25,000 |
| UPPER MISSOURI WATERKEEPER | ||||||
| 24 S BULLION AVE STE 6 | BOZEMAN | MT | 59715 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,050 |
| URBAN COMMUNITY SCHOOL - CLEVELAND | ||||||
| 4909 LORAIN AVE | CLEVELAND | OH | 44102 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $11,500 |
| VERMONT MOUNTAIN BIKE ASSOCIATION | ||||||
| PO BOX 2055 | SOUTH BURLINGTON | VT | 05407 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| VOCATIONAL GUIDANCE SERVICES | ||||||
| 2239 EAST 55TH STREET | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,000 |
| WAKE FOREST UNIVERSITY | ||||||
| 1834 WAKE FOREST BLVD | WINSTONSALEM | NC | 27106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| WESTERN RESERVE HISTORICAL SOCIETY (RESOURCE CENTER) | ||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| WESTERN RESERVE LAND CONSERVANCY | ||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $8,000 |
| SOUTHERN VERMONT ART CENTER | ||||||
| PO BOX 617 | MANCHESTER CENTER | VT | 05255 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| THE DEL SHORES FOUNDATION | ||||||
| 8581 SANTA MONICA BLVD STE 560 | LOS ANGELES | CA | 90069 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| WOOD RIVER LAND TRUST | ||||||
| 119 EAST BULLION STREET | HAILEY | ID | 83333 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| WOOSTER SCHOOL | ||||||
| 91 MIRY BROOK ROAD | DANBURY | CT | 06810 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| THE EPIPHANY SCHOOL | ||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,000 |
| ZULLO GALLERY FOR THE ARTS | ||||||
| 456 MAIN STREET | MEDFIELD | MA | 02052 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $400 |
| THE METROHEALTH FOUNDATION INC | ||||||
| PO BOX 74107 | CLEVELAND | OH | 44109 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,000 |
| THE TREVOR PROJECT | ||||||
| PO BOX 69232 | HOLLYWOOD | CA | 90069 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| UNITED STATES EQUESTRIAN TEAM FOUNDATION | ||||||
| PO BOX 355 | GLADSTONE | NJ | 07934 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||
| 3322 WEST END AVE STE900 | NASHVILLE | TN | 37205 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| WORLD WILDLIFE FUND INC | ||||||
| 1250 24TH ST | WASHINGTON | DC | 20037 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,349,785 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $2,965 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $971,909 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $44,226 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,307,259 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,326,359 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,326,359 | 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 |
|---|---|
| 3,4 | HELD FOR INVESTMENT PURPOSES |
| 8 | HELD FOR INVESTMENT PURPOSES |
| 7 | HELD FOR INVESTMENT PURPOSES |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,360 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,360 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10,000 SHS. BEG. PEPSI CO INC, 7000 SHS. END | $17,093 | $1,188,880 |
| 12,000 PROCTOR & GAMBLE COMPANY | $38,902 | $1,758,480 |
| 13,000 EATON CORP | $480,471 | $3,130,660 |
| 15,000 ABBOTT LABORATORIES | $17,301 | $1,651,050 |
| 15,000 EXXON MOBILE | $223,406 | $1,499,700 |
| 15,000 JP MORGAN CHASE & CO | $647,986 | $2,551,500 |
| 3,000 SHS. AMAZON COM. INC. | $531,973 | $455,820 |
| 2,000 SHS. LOWES COMPANIES INC | $331,070 | $445,100 |
| 20,000 SHS. BEG., ABBVIE INC. 17,000 SHS. ENDING | $353,523 | $2,634,490 |
| 20,000 SHS. COCA COLA COMPANY | $449,704 | $1,178,600 |
| 20,000 SHS. WALGREENS BOOTS ALLIANCE INC | $95,175 | $522,200 |
| 22,400 SHS. APPLE INC | $347,697 | $4,312,672 |
| 3,000 HOME DEPOT INC. | $714,883 | $1,039,650 |
| 3,000 SHS. BOEING COMPANY | $177,526 | $781,980 |
| 3,000 SHS. NVIDIA CORP. | $672,958 | $1,485,660 |
| 3,500 SHS. BEG., MERCK & CO INC. NEW 6,650 SHS. ENDING | $646,678 | $724,983 |
| 30,000 SHS. MICROSOFT CORP | $210,852 | $11,281,200 |
| 6,000 SHS. ALPHABET INC. NONVOTING CAPITAL STK. CL CL 8,000 SHS. END | $346,564 | $1,127,440 |
| 6,000 SHS. ALPHABET INC. VOTING CAPITAL STK. CL AM 8,000 SHS. END | $350,210 | $1,117,520 |
| 20,000 INTEL CORP. | $196,878 | $1,005,000 |
| 5,000 AMERICAN EXPRESS COMPANY | $380,079 | $936,700 |
| 5,000 CATERPILLAR INC | $301,271 | $1,478,350 |
| 5,000 SHS. UPS CLASS B | $355,249 | $786,150 |
| 50,000 SHS. BEG., PFIZER INC. 30,000 SHS. ENDING | $197,788 | $863,700 |
| 6,000 SHS. TARGET | $291,006 | $854,520 |
| 6,203 SHS. VIATRIS INC. | $12,711 | $67,178 |
| 7,675 SHS. HP INC. | $218,602 | $230,941 |
| 7,450 HONEYWELL INTERNATIONAL INC; 7,050 SHS. ENDING | $649,851 | $1,478,456 |
| 9,850 SHS. JOHNSON & JOHNSON | $921,844 | $1,543,889 |
| 9,859 SHS. SYNCHRONY FINANCIAL | $20,962 | $376,515 |
| ELI LILLY & CO COM 1,900 SHS. ENDING | $1,116,458 | $1,107,548 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 957.69 UNITS TITANIUM GSA FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,012,383 | BookValueAmt |
| EOYFMV | $1,054,240 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTION RECEIVABLE | Desc |
| EOY Book Value | $15,542 | EOYBookValueAmt |
| EOYFMV | $15,542 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $200 | $0 | $200 |
| BANK FEES | $1,542 | $0 | $1,542 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOYD WATTERSON GSA FUND LP K-1 FEIN: 45-2061717 | Desc |
| Revenue And Expenses Per Books | $44,226 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44,226 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,226 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $131,876 | $131,876 | $0 |
| INVESTMENT FEES - PARTNERSHIP | $14,151 | $14,151 | $0 |
| LEGAL FEES | $18,731 | $0 | $18,731 |
| $0 | $0 | $0 |
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