FREEMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FREEMAN FOUNDATION INC (EIN 34-6572280)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-09
- IRS object ID
- 202402539349100860
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-09T12:43:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 KINROSS LAKES PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | RICHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346572280 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 2163187197 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE CO JCONSOLO 210 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD FREEMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2163187197 | PhoneNum |
| Signature | 2024-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT N WALCUTT | PreparerPersonNm |
| PTIN | P00650229 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Preparation | 2024-09-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,129,664 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,754,280 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57,107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57,107 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $696,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,154 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77,172 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $77,172 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,104,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $350,062 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $100,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,467 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,467 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,365 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,365 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $152,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $552,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,551,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,954 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,002,636 | CashBOYAmt |
| Cash EOY | $567,930 | CashEOYAmt |
| Cash EOYFMV | $567,930 | CashEOYFMVAmt |
| US Government Obligations BOY | $184,384 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $352,631 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $351,468 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,058,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,204,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,102,528 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,427,983 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,039,652 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,016,321 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,958 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $69,214 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,417 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,682,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,233,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,129,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,682,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,233,442 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,682,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,233,442 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,682,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,233,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,682,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,551,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,233,442 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,233,442 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC #2400 | 2022-10-04 | 2023-01-31 | $141,004 | $121,467 | $19,537 | $19,537 | |
| NATIONAL FINANCIAL SERVICES LLC #2400 | 2023-07-14 | 2023-11-09 | $310,553 | $309,747 | $806 | $806 | |
| NATIONAL FINANCIAL SERVICES LLC #2400 | 2022-01-27 | 2023-01-31 | $134,498 | $129,849 | $4,649 | $4,649 | |
| NATIONAL FINANCIAL SERVICES LLC #2400 | 2022-01-27 | 2023-01-31 | $110,472 | $33,670 | $76,802 | $76,802 | |
| CAPITAL GAINS DIVIDENDS | $360 | $360 | $360 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,142 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,320 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,320 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $2,156 | OverpaymentAmt |
| Applied To ES Tax | $2,156 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD FREEMAN | IndividualWithBooksNm |
| Phone | 2163187197 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE C/O JCONSOLO | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2019 | UndistributedIncomePY2Yr |
| Undistributed Income PY3 | 2018 | UndistributedIncomePY3Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD FREEMAN | ||||||||
| 1 WINDSOR CT | ROCKY RIVER | OH | 441162382 | OFFICER | 10.00 | $0 | $0 | $0 |
| ELLEN KRAATZ | ||||||||
| 33499 LIONS GATE | AVON | OH | 44011 | OFFICER | 0.00 | $0 | $0 | $0 |
| AINO WHEELER | ||||||||
| 3901 VINE CT | CLEVELAND | OH | 44113 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RITA BIGHAM | ||||||||
| 7 ASHLEY CT | ROCK RIVER | OH | 44116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TAFF KRAATZ | ||||||||
| 33499 LIONS GATE | AVON | OH | 44011 | 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 | $5,556,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $580,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,136,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,136,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,044,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $302,211 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $302,211 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,142 | TotalTaxAmt |
| Distributable Before Adj | $298,069 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,069 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,069 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,069 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $100,001 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $532,854 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $100,001 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $298,069 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $102,730 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $102,730 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $532,854 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $532,854 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $102,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $102,730 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GAIL FREEMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 WINDSOR CT | AddressLine1Txt |
| City | ROCKY RIVER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5615470555 | RecipientPhoneNum |
| Form And Info And Materials | INDIVIDUAL APPLICANTS SHOULD SUBMIT A BRIEF RESUME OF ACADEMIC QUALIFICATION ORGANIZATIONS SHOULD SUBMIT THEIR REQUESTS BY LETTER STATING THE PURPOSE FOR WHICH THE FUNDS WILL BE USED AND SHOW THEIR NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL PROTECTION LEAGUE | |||||||
| 1729 WILLEY AVE | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| CANOPY CHILD | |||||||
| 1711 EAST 27TH ST | CLEVELAND | OH | 44101 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| CAROLINA POODLE | |||||||
| 6705 UNION HWY | PACOLET | SC | 29372 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | OPERATING EXPENSES | $50,000 |
| PROJECT CIETJ | |||||||
| 302 E 19TH ST APT 2C | NEW YORK | NY | 10003 | N/A | 501(C)(3) | OPERATING EXPENSES | $3,000 |
| CLEVELAND CLINIC - HNI INOVATIONS | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | N/A | 501(C)(3) | OPERATING EXPENSES | $50,000 |
| CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | N/A | 501(C)(3) | OPERATING EXPENSES | $25,000 |
| CLEVELAND METROPARKS ZOO | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | N/A | 501(C)(3) | OPERATING EXPENSES | $40,000 |
| CLEVELAND PUBLIC THEATRE | |||||||
| 6415 DETROIT AVE | CLEVELAND | OH | 44102 | N/A | 501(C)(3) | OPERATING EXPENSES | $5,000 |
| COLORS PLUS | |||||||
| 21139 LORAIN RD | FAIRVIEW PARK | OH | 44126 | N/A | 501(C)(3) | OPERATING EXPENSES | $20,000 |
| COMMUNITY CATALYST PARTNERS | |||||||
| 589 NEW SWEDEN RD | WOODSTOCK | CT | 06281 | N/A | 501(C)(3) | OPERATING EXPENSES | $30,000 |
| EASTFORD CHURCH | |||||||
| 12 WESTFORD ROAD | EASTFORD | CT | 06242 | N/A | 501(C)(3) | OPERATING EXPENSES | $2,000 |
| EDWINS FOUNDATION | |||||||
| 13101 SHAKER SQ | CLEVELAND | OH | 44120 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| ENVIRONMENT HEALTH | |||||||
| 4600 EUCLID AVENUE | CLEVELAND | OH | 44103 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| FIRST TEE | |||||||
| 3841 WASHINGTON PARK BLVD | NEWBURGH HEIGHTS | OH | 44105 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| FRANKLIN CIRCLE CHRISTIAN CHURCH | |||||||
| 1688 FULTON ROAD | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | OPERATING EXPENSES | $5,000 |
| IDEASTREAM | |||||||
| 1375 EUCLID AVENUE | CLEVEALAND | OH | 44115 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| LEGAL AID OF CLEVELAND | |||||||
| 1223 WEST SIXTH STREET | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| MAGNOLIA CLUBHOUSE | |||||||
| 11101 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | OPERATING EXPENSES | $15,000 |
| MARILYN'S VOICE | |||||||
| PO BOX 282 | MENTOR | OH | 44061 | N/A | 501(C)(3) | OPERATING EXPENSES | $5,000 |
| PALS FOR HEALING | |||||||
| 6100 OAK TREE BLVD SUITE 200 | INDEPENDENCE | OH | 44131 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| ROCK IT OUT | |||||||
| 18626 DETROIT AVE | LAKEWOOD | OH | 44107 | N/A | 501(C)(3) | OPERATING EXPENSES | $30,000 |
| STARTING POINT | |||||||
| 6001 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44103 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| THE MARSHAL PROJECT | |||||||
| 156 WEST 56TH STREET 3RD FLOOR | NEW YORK | NY | 10019 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| UNIVERSITY OF MICHIGAN SCHOLARSHIP | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | N/A | 501(C)(3) | OPERATING EXPENSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,107 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,629 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $350,062 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,062 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| GALE H FREEMAN TRUST | |||||||
| 1 | 600 SUPERIOR AVE C/O JCONSOLO | CLEVELAND | OH | 44114 | $12,572 | Yes (X) | |
| GALE H FREEMAN TRUST | |||||||
| 2 | 600 SUPERIOR AVE C/O JCONSOLO | CLEVELAND | OH | 44114 | $2,741,708 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | TRADEABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,741,708 | FairMarketValueAmt |
| Received | 2024-01-18 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,039,652 | EOYBookValueAmt |
| EOYFMV | $2,016,321 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,204,015 | EOYBookValueAmt |
| EOYFMV | $5,102,528 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $272,687 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $272,741 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $79,944 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $78,727 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $69,214 | BookValueAmt |
| EOYFMV | $91,417 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | S R F COMPANY SCH. K-1 PARTNERSHIP INTEREST | Desc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Revenue And Expenses Per Books | $276 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - 2400 | $1,071 | $1,071 | $1,071 |
| OTHER INCOME - SCH. K-1 INCOME | $76,101 | $76,101 | $76,101 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEES | $33,241 | $33,241 | $0 |
| LEGAL FEES | $2,901 | $2,901 | $0 |
| ACCOUNTING FEES | $7,325 | $7,325 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $8,365 | Amt |
| Net Investment Income | $8,365 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |