TRIPLE T FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TRIPLE T FOUNDATION (EIN 34-1811968)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-10
- IRS object ID
- 202402849349100005
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-10T09:11:18-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341310124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE RD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | 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 | 341811968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIPLE T FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIP | BusinessNameControlTxt |
| Phone | 2166894480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 800 | AddressLine1Txt |
| City | CHARDON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN JONES | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2166894480 | PhoneNum |
| Signature | 2024-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M KATHERINE BROWN CPA | PreparerPersonNm |
| PTIN | P01439473 | PTIN |
| Phone | 2165732330 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,835,481 | 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 | $266,452 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37,701 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,701 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $666,913 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $666,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $920,863 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,200,735 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $920,863 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,304 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,304 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,896,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,629,781 | 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 | $7,080 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $182,388 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $181,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,727 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $203,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,593 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,757,384 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,757,384 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,961,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,593 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,764,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,050 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,442,188 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,019 | CashBOYAmt |
| Cash EOY | $171,799 | CashEOYAmt |
| Cash EOYFMV | $171,799 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $560,960 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $456,719 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $456,719 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,846,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,482,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,691,877 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,774,395 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,170,108 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,515,086 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,202,064 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,281,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,835,481 | 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 | $17,202,064 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,281,457 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,202,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,281,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,202,064 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,281,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,202,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,050 | ExcessRevenueOverExpensesAmt |
| Other Increases | $144,443 | OtherIncreasesAmt |
| Subtotal | $17,281,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,281,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| KEY MAIN SALE | P | $1,103,933 | $249,382 | $854,551 | $854,551 |
| LHC GROUP MERGER | P | $42,500 | $30,547 | $11,953 | $11,953 |
| SUMO LOGIC MERGER | P | $48,164 | $8,234 | $39,930 | $39,930 |
| FUNDA A STORE CAPITAL CORP | P | $6,128 | $4,857 | $1,271 | $1,271 |
| LEGACY VENTURE X | P | $299 | $299 | ||
| LEGACY VENTURE X | P | $1,593 | $1,593 | ||
| WHC VENTURES 2009-1 LP | P | $10,783 | $10,783 | ||
| WHC VENTURES 2013 LP | P | -$2,939 | -$2,939 | ||
| WHC VENTURES 2013 LP | P | -$8,346 | -$8,346 | ||
| KEY MAIN | P | $10 | $7 | $3 | $3 |
| KEY PRVIATE BANK CAP GAIN | P | $11,765 | $11,765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $920,863 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,046 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,046 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,046 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,931 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,931 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,885 | OverpaymentAmt |
| Applied To ES Tax | $8,885 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | REA ASSOCIATES | IndividualWithBooksNm |
| Phone | 2165732330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE ROAD SUITE 100 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALISON JONES | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| WARREN JONES | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDITH BASTIAN | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN NORDELL | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $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 | $35,692,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $756,531 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,448,782 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,448,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $546,732 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,902,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,795,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,795,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,046 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,046 | TotalTaxAmt |
| Distributable Before Adj | $1,775,057 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,775,057 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,775,057 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,764,664 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,764,664 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,775,057 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,746,291 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,764,664 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,746,291 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,373 | 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 | $1,756,684 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (152 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| ACTION AGAINST HUNGER | |||||||||
| ONE WHILTEHALL STREET 2ND FL | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| ADVANTAGECLE TENNIS AND EDUCATION INC | |||||||||
| PO BOX 43063 | CLEVELAND | OH | 44143 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| ALL SAINTS PARISH | |||||||||
| 1773 BEACON STREET | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL PURPOSES | $550 | ||
| AMERICAN REPERTORY THEATER | |||||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 021383443 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| AMERICARES | |||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| ANGEL FLIGHT NE | |||||||||
| 492 SUTTON STREET | NORTH ANDOVER | MA | 01845 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| ANIMAL LEGAL DEFENSE FUND | |||||||||
| 525 EAST COTATI AVENUE | COTATI | CA | 94931 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| AOPA FOUNDATION | |||||||||
| 421 AVIATION WAY | FREDERICK | MD | 217014756 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| APPALACHIAN MOUNTAIN CLUB | |||||||||
| 10 CITY SQUARE | BOSTON | MA | 02125 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| ASHTABULA COUNTY HUMANE SOCIETY | |||||||||
| PO BOX 422 | JEFFERSON | OH | 44047 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,000 | ||
| AURELIAN HONOR SOCIETY INC - CO BRIAN MITCHELL | |||||||||
| 13 MARINA DRIVE | SAVANNAH | GA | 31411 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| BETA THETA PI FOUNDATION | |||||||||
| 5124 BONHAM ROAD | OXFORD | OH | 45056 | N/A | 501(C)(3) | GENERAL PURPOSES | $650 | ||
| BISHOPACCOUNTABILITY ORG INC | |||||||||
| PO BOX 541375 | WALTHAM | MA | 024541375 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| BROOKWOOD SCHOOL | |||||||||
| 1 BROOKWOOD ROAD | MANCHESTER | NH | 01944 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| CALVARY HOSPITAL | |||||||||
| 1740 EASTCHESTER ROAD | THE BRONX | NY | 10461 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| CAMBRIDGE IN AMERICA - JAF BLG | |||||||||
| PO BOX 9123 | NEW YORK | NY | 100879123 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| CARE | |||||||||
| PO BOX 1870 | MERRIFIELD | VA | 221168070 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| CASE WESTERN RESERVE UNIVERSITY | |||||||||
| 10950 EUCLID AVENUE ROOM 212 | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,400 | ||
| CATALYST FOR PEACE | |||||||||
| 50 EXCHANGE STREET 3 | PORTLAND | ME | 04101 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| CELEBRITY SERIES OF BOSTON INC | |||||||||
| 20 PARK PLACE SUITE 1032 | BOSTON | MA | 02116 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| CENTER FOR TECHNOLOGY AND CIVIC LIFE | |||||||||
| 233 N MICHIGAN AVE STE 1800 | CHICAGO | IL | 60601 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| CHARITY NAVIGATOR | |||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | 501(C)(3) | GENERAL PURPOSES | $200 | ||
| CHARLES RIVER SCHOOL | |||||||||
| 56 CENTER STREET | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $11,000 | ||
| CHARLES RIVER WATERSHED ASSOCIATION | |||||||||
| 41 WEST STREET FL 8 | BOSTON | MA | 02111 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| CHILDREN'S CENTER FOR COMMUNICATION | |||||||||
| 6 ECHO AVENUE | BEVERLY | MA | 01915 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| CITY OF HOPE | |||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | N/A | 501(C)(1) | PUBLIC BENEFIT | $600 | ||
| CLEVELAND BOTANICAL GARDEN | |||||||||
| 11030 EAST BLVD | CLEVELAND | OH | 441061706 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| CLEVELAND FOUNDRY | |||||||||
| 1831 COLUMBUS ROAD | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| CLEVELAND HEARING AND SPEECH CENTER | |||||||||
| 11206 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | ||
| CLEVELAND METROPARKS | |||||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44144 | N/A | 501(C)(1) | PUBLIC BENEFIT | $5,000 | ||
| CLEVELAND MUSEUM OF ART | |||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,000 | ||
| CLEVELAND ROWING FOUNDATION | |||||||||
| 1003 BRITISH STREET | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| CLEVELAND ZOOLOGICAL SOCIETY | |||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| COLLEGE OF ST SCHOLASTICA | |||||||||
| 1200 KENWOOD AVENUE | DULUTH | MN | 55811 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| COMMUNITY ROWING INC | |||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 021352448 | N/A | 501(C)(3) | GENERAL PURPOSES | $7,900 | ||
| CULTURAL ALLIANCE OF MEDFIELD | |||||||||
| 3 ALDER ROAD | MEFDFIELD | MA | 020523101 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,000 | ||
| CURE ALZHEIMER'S FUND | |||||||||
| 34 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | N/A | 501(C)(3) | GENERAL PURPOSES | $30,000 | ||
| D C CENTRAL KITCHEN | |||||||||
| PO BOX 417406 | BOSTON | MA | 022417406 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| DANA-FARBER CANCER INSTITUTE | |||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,100 | ||
| DIDI HIRSCH PSYCHIATRIC SERVICE | |||||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| DIVERS ALERT NETWORK | |||||||||
| 6 WEST COLONY PLACE | DURHAM | NC | 277055588 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| DOCTORS WITHOUT BORDERS | |||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,000 | ||
| DOVER HISTORICAL SOCIETY INC | |||||||||
| P O BOX 534 | DOVER | MA | 020300534 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| DOVER LAND CONSERVATION TRUST | |||||||||
| PO BOX 562 | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $35,000 | ||
| ELECTRONIC FRONTIER FOUNDATION | |||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| EQUINE LAND CONSERVATION RESOURCE | |||||||||
| 4037 IRON WORK PARKWAY SUITE120 | LEXINGTON | KY | 405118462 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| ESSELSTYN FAMILY FOUNDATION | |||||||||
| 3 PEPPER RIDGE ROAD | CLEVELAND | OH | 441244904 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | N/A | 501(C)(3) | GENERAL PURPOSES | $23,500 | ||
| FINE ARTS ASSOCIATION | |||||||||
| 38660 MENTOR AVENUE | WILLOUGHBY | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| FOOD TANK THE THINK TANK FOR FOOD | |||||||||
| 1915 BANK STREET | BALTIMORE | MD | 21231 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| FOOTPATH FOUNDATION | |||||||||
| 2839 WATERFALL WAY | WESTLAKE | OH | 441456866 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| FOUR PAWS INTERNATIONAL | |||||||||
| 36 BROMFIELD ST STE 410 | BOSTON | MA | 021085208 | N/A | 501(C)(3) | GENERAL PURPOSES | $22,000 | ||
| FRIENDS OF ANIMALS | |||||||||
| 777 POST ROAD SUITE 205 | DARIEN | CT | 06820 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| FRIENDS OF DOVER LIBRARY | |||||||||
| PO BOX 669 | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| GATES MILLS HISTORICAL SOCIETY | |||||||||
| PO BOX 191 | GATES MILLS | OH | 44040 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| GATES MILLS IMPROVEMENT SOCIETY | |||||||||
| PO BOX 354 | GATES MILLS | OH | 440400354 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| GATES MILLS LAND CONSERVANCY | |||||||||
| PO BOX 13 | GATES MILLS | OH | 44040 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| GEAUGA COUNTY 4-H | |||||||||
| PO BOX 387 | BURTON | OH | 44021 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| GEAUGA COUNTY LIBRARY FOUNDATION | |||||||||
| 12701 RAVENWOOD DRIVE | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,050 | ||
| GEAUGA COUNTY VETERANS FOOD PANTRY | |||||||||
| 13211 AQUILLA ROAD STE B | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,200 | ||
| GEAUGA HUMANE SOCIETY | |||||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 440729646 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | ||
| GREATER BOSTON STAGE COMPANY | |||||||||
| 395 MAIN STREET | STONEHAM | MA | 021903514 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| HALE RESERVATION INC | |||||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | N/A | 501(C)(3) | GENERAL PURPOSES | $35,000 | ||
| HARVARD UNIVERSITY | |||||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,200 | ||
| HATHAWAY BROWN SCHOOL | |||||||||
| 19600 NORTH PARK BLVD | SHAKER HEIGHTS | OH | 44122 | N/A | 501(C)(3) | GENERAL PURPOSES | $24,000 | ||
| HELP FOUNDATION | |||||||||
| 26900 EUCLID AVENUE | EUCLID | OH | 441323404 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| HERSHEY MONTESSORI SCHOOL | |||||||||
| 10229 PROUTY ROAD | PAINESVILLE | OH | 440772109 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| HIRAM HOUSE | |||||||||
| 33775 HIRAM TRAIL | CHAGRIN FALLS | OH | 440221399 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | ||
| HOLDEN FORESTS AND GARDENS | |||||||||
| 9500 SPERRY ROAD | KIRTLAND | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $35,250 | ||
| HOMEBOY INDUSTRIES | |||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| HOPEWELL INN INC | |||||||||
| P O BOX 193 | MESOPOTAMIA | OH | 44439 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| HORSES AND HUMANS RESEARCH FOUNDATION TRUST | |||||||||
| PO BOX 480 | CHAGRIN FALLS | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| INTERNATIONAL COMMITTEE OF THE RED CROSS | |||||||||
| N/A | 501(C)(3) | GENERAL PURPOSES | $50,000 | 19 AVENUE DE LA PAIX | SZ | ||||
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | |||||||||
| 303 E WACKER DRIVE STE 2300 | CHICAGO | IL | 606015224 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||
| INTERNATIONAL MEDICAL CORP | |||||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 911992156 | N/A | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||
| KIDS HOPE USA | |||||||||
| 201 W WASHINGTON AVENUE SUITE 20 | ZEELAND | MI | 494641086 | N/A | 501(C)(3) | GENERAL PURPOSES | $8,500 | ||
| KISS THE GROUND | |||||||||
| PO BOX 515381 PMB 63508 | LOS ANGELES | CA | 900516681 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| LAKE ERIE COLLEGE | |||||||||
| 391 W WASHINGTON STREET | PAINESVILLE | OH | 44077 | N/A | 501(C)(3) | GENERAL PURPOSES | $12,000 | ||
| LAKEVIEW CEMETERY FOUNDATION | |||||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $6,000 | ||
| LEWA WILDLIFE CONSERVANCY | |||||||||
| PO BOX 23860 | NEW YORK | NY | 100873860 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | ||
| MANAGEMENT LEADERSHIP FOR TOMORROW | |||||||||
| 7200 WISCONSIN AVENUE STE 200 | BETHESDA | MD | 20814 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| MASSACHUSETTS AUDUBON SOCIETY | |||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| MASSACHUSETTS EYE AND EAR INFIRMARY | |||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| MERCY CORPS | |||||||||
| PO BOX 37800 | BOONE | IA | 50037 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| MILTON ACADEMY | |||||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | N/A | 501(C)(3) | GENERAL PURPOSES | $11,000 | ||
| MSPCA-ANGELL | |||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,200 | ||
| MUSEUM OF FINE ARTS | |||||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| MUSEUM OF SCIENCE | |||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||||
| 284 LINCOLN STREET | LANDER | WY | 825202848 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | ||
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||||
| 777 6TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| NATIONAL ROWING FOUNDATION INC | |||||||||
| 67 MYSTIC ROAD | STONINGTON | CT | 06359 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | ||
| NATIVE PLANT TRUST | |||||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| NEADS | |||||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| NEW ENGLAND AQUARIUM | |||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| NEW ENGLAND MOUNTAIN BIKE ASSOCIATION | |||||||||
| PO BOX 2221 | ACTON | MA | 017206221 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| NOTRE DAME SCHOOL | |||||||||
| 13000 AUBURN ROAD | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| NOVA UKRAINE | |||||||||
| 963 MEARS CT | STANFORD | CA | 94305 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| PARKSIDE CHURCH | |||||||||
| 7100 PETTIBONE ROAD | CHAGRIN FALLS | OH | 44023 | N/A | 501(C)(3) | GENERAL PURPOSES | $6,400 | ||
| PERKINS SCHOOL FOR THE BLIND | |||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 024722751 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | ||
| PINE HARBOR CHRISTIAN ACADEMY | |||||||||
| 11125 WEST POINT DOUGLAS ROAD | HASTINGS | MN | 55033 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| PINE STREET INN | |||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| PLANTPURE COMMUNITIES | |||||||||
| 101 EAST CLAY STREET | MEBANE | NC | 27302 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| PLAYHOUSE SQUARE FOUNDATION | |||||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| PROJECT HOPE | |||||||||
| 1220 19TH STREET NW ST 800 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| PUPPIES BEHIND BARS | |||||||||
| 263 WEST 38TH STREET 4TH FL | NEW YORK | NY | 10018 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| RAZOM INC | |||||||||
| PO BOX 24150 | NEW YORK | NY | 100874150 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| RED OAK CAMP | |||||||||
| 9057 KIRTLAND-CHARDON ROAD | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $709,459 | ||
| REGENERATIVE AGRICULTURE FOUNDATION | |||||||||
| PO BOX 7276 | MINNEAPOLIS | MN | 554079998 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| ROSIE'S PLACE | |||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| SAINT ANN'SSCHOOL | |||||||||
| 129 PIERREPONT STREET | BROOKLYN HEIGHTS | NY | 11201 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| SAVE THE CHILDREN | |||||||||
| 501 KINGS HIGHWAY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| SHOES AND CLOTHES FOR KIDS | |||||||||
| 3500 LORAIN AVENUE SUITE 301 | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| SMITH COLLEGE | |||||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | N/A | 501(C)(3) | GENERAL PURPOSES | $8,000 | ||
| SMITH COLLEGE CLUB OF CLEVELAND | |||||||||
| PO BOX 110662 | CLEVELAND | OH | 44111 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| SOUL FIRE FARM INSTITUTE | |||||||||
| 1972 NY HWY 2 | PETERSBURRG | NY | 12138 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| ST HUBERT'S CHAPEL | |||||||||
| 8870 BALDWIN ROAD | KIRTLAND | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $18,325 | ||
| SUMMER ON THE CUYAHOGA | |||||||||
| PO BOX 110662 | CLEVELAND | OH | 44111 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | ||
| SWIM ACROSS AMERICA | |||||||||
| 8508 PARK ROAD 389 | CHARLOTTE | NC | 28210 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| TACTICAL REINTEGRATION PROJECT | |||||||||
| 213 BOYLSTON ST | BROOKLINE | MA | 024457642 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| THE ELEPHANT SANCTUARY | |||||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| THE JAPAN SOCIETY OF BOSTON | |||||||||
| 50 MILK STREET 18TH FL | BOSTON | MA | 021095003 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| THE JED FOUNDATION | |||||||||
| PO BOX 412945 | BOSTON | MA | 02241 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| THE MARINE MAMMAL CENTER | |||||||||
| 2000 BUNKER ROAD | SAUSOLITO | CA | 949652619 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,200 | ||
| THE NATURE CONSERVANCY INC | |||||||||
| 4245 NORTH FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 222031606 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| THE UNION CLUB FOUNDATION | |||||||||
| 1211 EUCLID AVENUE | CLEVELAND | OH | 441151865 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| THE WINSOR SCHOOL | |||||||||
| 103 PILGRIM ROAD | BOSTON | OH | 02215 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,500 | ||
| TRUSTEES OF BOSTON UNIVERSITY | |||||||||
| 881 COMMONWEALTH AVENUE 4TH FL | BOSTON | MA | 022151390 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| TRUSTEES OF RESERVATIONS | |||||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,250 | ||
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 191045099 | N/A | 501(C)(3) | GENERAL PURPOSES | $26,100 | ||
| US EQUESTRIAN TEAM FOUNDATION | |||||||||
| PO BOX 355 | GLADSTONE | NJ | 079349955 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,500 | ||
| USROWING ASSOCIATION | |||||||||
| PO BOX 95000 - LB 2162 | PHILADELPHIA | PA | 191950001 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| UKRAINE HOUSE DC FOUNDATION | |||||||||
| 2134 KALORAMA ROAD NW | WASHINGTON | DC | 20008 | N/A | 501(C)(3) | GENERAL PURPOSES | $100,000 | ||
| UNHCR | |||||||||
| 1310 L STREET NW SUITE 450 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| UNICEF | |||||||||
| 125 MALDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||
| UNIVERSITY HOSPITALS | |||||||||
| PO BOX 94554 | CLEVELAND | OH | 441014554 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| UNIVERSITY SCHOOL | |||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $13,550 | ||
| VELOSANO | |||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | ||
| VILLAGE OF WAITE HILL | |||||||||
| 7215 EAGLE ROAD | WAITE HILL | OH | 44094 | N/A | 501(C)(1) | PUBLIC BENEFIT | $3,000 | ||
| VOCATIONAL GUIDANCE SERVICES | |||||||||
| 2239 EAST 55TH STREET | CLEVELAND | OH | 44103 | N/A | 501(C)(3) | PUBLIC BENEFIT | $1,000 | ||
| WASHINGTON UNIVERSITY | |||||||||
| ONE BROOKINGS DRIVE CAMPUS BOX 1082 | ST LOUIS | MO | 63130 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 441061788 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| WESTERN RESERVE LAND CONSERVANCY | |||||||||
| 3850 CHAGRIN RIV ER ROAD | MORELAND HILLS | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $38,350 | ||
| WGBH EDUCATIONAL FOUNDATION | |||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| WILLIAMS COLLEGE | |||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| WORLD CENTRAL KITCHEN INC | |||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||
| WORLD WILDLIFE FUND | |||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| YALE ALUMNI SCHOLARSHIP OF CLEVELAND INC | |||||||||
| 1120 CHESTER AVENUE SUITE 470 | CLEVELAND | OH | 441143514 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| YALE UNIVERSITY | |||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | N/A | 501(C)(3) | GENERAL PURPOSES | $11,400 | ||
| YELLOWSTONE FOREVER | |||||||||
| PO BOX 1857 | BOZEMAN | MT | 597711857 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| THE HERITAGE FOUNDATION | |||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,757,384 | 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 | $37,701 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $666,913 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,304 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $920,863 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,304 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,625,477 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,629,781 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALISON C JONES 1999 CLUT | ||||||
| 1 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $107,580 | Yes (X) |
| ALISON AND THEODORE JONES 1997 CLUT | ||||||
| 2 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $128,131 | Yes (X) |
| EDITH J BASTIAN 2001 CLUT | ||||||
| 3 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $15,250 | Yes (X) |
| ELLEN W JONES NORDELL 2001 CLUT | ||||||
| 4 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $15,491 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $7,080 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (149 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 LYONDELLBASELL INDUSTRIES | $5,269 | $4,754 |
| 110 SANOFI SPONS ADR | $5,042 | $5,470 |
| 100 RIO TINTO PLC SPONS ADR | $5,011 | $7,446 |
| 335 ORGANON & CO | $19 | $4,831 |
| 4 NET LEASE OFFICE PROPERTIES | $42 | $74 |
| 787 MARQETA INC | $45 | $5,493 |
| 310 CONCENTRIX CORP | $174 | $30,445 |
| 2,430 MERCK & CO INC | $285 | $264,919 |
| 140 OCCIDENTAL PETE CORP DEL | $791 | $5,450 |
| 759 GE HEALTHCARE | $1,023 | $58,686 |
| 242 KELLOG CO | $2,554 | $3,180 |
| 95 EMBECTA CORP | $2,608 | $1,798 |
| 200 RPM INTERNATIONAL INC | $3,072 | $22,326 |
| 55 TARGET CORP | $3,187 | $7,833 |
| 193 META PLATFORMS INC | $3,282 | $68,314 |
| 167 DEVON ENERGY CORP | $3,304 | $7,565 |
| 2,278 GENERAL ELECTRIC CO | $3,644 | $290,741 |
| 9,392 CARRIER GLOBAL CORP | $4,004 | $539,570 |
| 40 CROWN CASTLE INC | $4,219 | $4,608 |
| 20 PUBLIC STORAGE | $4,265 | $6,100 |
| 30 AMERICAN TOWER CORP | $4,620 | $6,476 |
| 180 OMEGA HEALTHCARE INVS INC | $4,669 | $5,519 |
| 220 TANGER FACTORY OULET | $4,834 | $6,098 |
| 450 GLOBE LIFE INC | $4,870 | $54,774 |
| 60 VALERO ENERGY CORPORATION | $4,895 | $7,800 |
| 70 W P CAREY INC | $4,897 | $4,537 |
| 180 STAG INDUSTRIAL INC | $4,936 | $7,067 |
| 110 VERIZON COMMUNICATIONS INC | $4,970 | $4,147 |
| 80 VENTAS INC | $5,106 | $3,987 |
| 100 BANK OF NEW YORK MELLON CORP | $5,130 | $5,205 |
| 150 CISCO SYS INC | $5,157 | $7,578 |
| 4,696 OTIS WORLDWIDE CORP | $6,003 | $420,151 |
| 618 SERVICENOW INC | $6,304 | $436,611 |
| 1,040 ARISTA NETWORKS INC | $6,783 | $244,930 |
| 233 TARGET CORP | $6,916 | $33,184 |
| 1,241 AMERIPRISE FINANCIAL INC | $6,987 | $471,369 |
| 97 WABTEC CORP | $7,572 | $12,309 |
| 400 EVERSOURCE ENERGY | $7,674 | $24,688 |
| 524 VENTAS INC | $7,931 | $26,116 |
| 2,706 VIATRIS INC | $8,365 | $29,306 |
| 662 DROPBOX INC | $9,021 | $19,516 |
| 2,780 BANK OF NEW YORK MELLON CORP | $9,197 | $144,699 |
| 1,790 ABBVIE INC | $11,162 | $277,396 |
| 6598 AIRBNB INC | $11,783 | $898,252 |
| 8372 RTX CORP | $11,902 | $704,420 |
| 4,053 OKTA INC | $12,770 | $366,918 |
| 7,400 HP INC | $13,361 | $222,666 |
| 290 ILLINOIS TOOL WKS INC | $13,603 | $75,963 |
| 733 CISCO SYS INC | $13,626 | $37,031 |
| 6,160 APPLE INC | $15,883 | $985,754 |
| 1,225 SCHWAB CHARLES CORP NEW | $17,827 | $84,280 |
| 60 ESSEX PPTY TR INC | $17,979 | $14,876 |
| 550 TRAVELERS COS INC | $18,776 | $104,770 |
| 1,147 SABRA HEALTHCARE REIT INC | $19,276 | $16,368 |
| 496 3M CO COM | $21,174 | $54,223 |
| 198 TAKE-TWO INTERACTIVE SOFTWARE | $22,992 | $31,868 |
| 8,125 PURE STORAGE INC | $23,598 | $289,738 |
| 60 TRANSDIGM GROUP INC | $27,678 | $60,696 |
| 2,000 BERKSHIRE HATHAWAY INC | $28,117 | $713,320 |
| 145 BLACKROCK INC | $28,224 | $117,711 |
| 610 MERIT MED SYS INC | $28,683 | $46,336 |
| 600 LENNAR CORP | $28,729 | $89,424 |
| 80 ROPER TECHNOLOGIES INC | $29,195 | $43,613 |
| 960 ADVANCED MICRO DEVICES INC | $29,342 | $141,514 |
| 140 CACI INTL INC | $29,519 | $45,340 |
| 1,040 COLGATE PALMOLIVE CO | $29,567 | $82,898 |
| 900 WALGREENS BOOTS ALLIANCE INC | $29,666 | $23,499 |
| 400 MERCURY SYSTEMS INC | $29,713 | $14,628 |
| 560 CENTENE COPR | $29,718 | $41,558 |
| 340 REPLIGEN CORP | $29,766 | $61,132 |
| 390 PTC INC | $29,785 | $68,234 |
| 230 SYNOPSYS INC | $29,847 | $118,429 |
| 1,470 DARLING INGREDIENTS INC | $29,906 | $73,265 |
| 370 LEIDOS HOLDINGS INC | $29,925 | $40,049 |
| 260 EXACT SCIENCES CORP | $29,953 | $19,235 |
| 660 MICROCHIP TECHNOLOGY INC | $30,058 | $59,519 |
| 360 AKAMAI TECHNOLOGIES | $30,159 | $42,606 |
| 136 S&P GLOBAL INC | $30,176 | $59,911 |
| 390 TETRA TECH INC NEW | $30,346 | $65,103 |
| 230 WALMART INC | $30,396 | $36,260 |
| 510 SKYWEST INC | $30,488 | $26,622 |
| 4,138 LINCOLN NATL CORP IND | $30,496 | $111,602 |
| 1,253 ADVANSIX INC | $30,881 | $37,540 |
| 230 HEICO CORP | $30,890 | $41,140 |
| 240 SPLUNK INC | $30,910 | $36,564 |
| 310 TD SYNNEX CORP | $31,462 | $33,359 |
| 450 HUMANA INC | $31,492 | $206,015 |
| 3,659 BAXTER INTERNATIONAL INC | $31,785 | $141,457 |
| 1,907 RESIDEO TECHNOLOGIES INC | $32,092 | $35,890 |
| 970 OMNICOM GROUP INC | $32,290 | $83,915 |
| 2,675 ZUORA INC | $33,599 | $25,145 |
| 1,078 WARNER BROS DISCOVERY INC | $33,781 | $12,268 |
| 2,180 MICROSOFT CORP | $33,789 | $819,767 |
| 1,228 DOMO INC | $36,435 | $12,636 |
| 3,820 TJX COS INC NEW | $38,148 | $358,354 |
| 770 SKYWORKS SOLUTIONS INC | $39,318 | $86,563 |
| 650 PNC FINANCIAL SERVICES | $39,414 | $100,653 |
| 970 KELLNOVA | $39,652 | $54,233 |
| 3,104 BRISTOL-MYERS SQUIBB CO | $42,160 | $159,266 |
| 228 L3HARRIS TECHNOLOGIES INC | $45,393 | $48,021 |
| 1,000 ANNALY CAPITAL MANAGEMENT INC | $47,063 | $19,370 |
| 870 NORTHERN TR CORP | $47,554 | $73,411 |
| 2,327 MARVELL TECNOLOGY INC | $52,825 | $140,341 |
| 938 JOHNSON & JOHNSON | $57,253 | $147,022 |
| 930 QUALCOMM INC | $59,585 | $134,506 |
| 366 GLOBAL PAYMENTS INC | $59,730 | $46,482 |
| 2,090 WEYERHAEUSER CO | $63,934 | $72,669 |
| 2,838 AMPHENOL CORP | $66,246 | $281,331 |
| 2,085 HONEYWELL INTERNATIONAL | $67,189 | $437,245 |
| 550 BOEING CO | $70,934 | $143,363 |
| 6,840 AMERICAN EXPRESS CO | $71,878 | $1,281,406 |
| 1,340 DOLLAR TREE INC | $74,105 | $190,347 |
| 830 CBRE GROUP INC | $75,001 | $77,265 |
| 2,175 DXC TECHNOLOGY CO | $82,996 | $49,742 |
| 690 MASTERCARD INC | $84,475 | $294,292 |
| 13,020 HEWLETT PACKARD ENTERPRISE CO | $88,864 | $221,080 |
| 2,760 ABBOT LABS COM | $90,556 | $303,793 |
| 784 SALESFORCE INC | $90,594 | $206,302 |
| 640 SIMON PROPERTY GROUP INC | $93,545 | $91,290 |
| 1,480 LILLY ELI & CO | $93,707 | $862,722 |
| 2,880 EBAY INC | $97,900 | $125,626 |
| 1,530 PAYPAL HOLDINGS INC | $105,855 | $93,957 |
| 4,460 AT&T INC | $108,483 | $74,839 |
| 2,460 CVS HEALTH CORPORATION | $108,721 | $194,242 |
| 477 BECTON DICKINSON & CO | $110,685 | $116,307 |
| 6,570 BANK OF AMERICA CORP | $112,396 | $221,212 |
| 580 LOCKHEED MARTIN CORP | $114,642 | $262,879 |
| 2190 PEPSICO INC | $121,909 | $371,950 |
| 89 BOOKING HOLDINGS INC | $129,849 | $315,703 |
| 21,812 PFIZER INC | $146,770 | $627,967 |
| 2,150 EQUITY RESIDENTIAL | $150,616 | $131,494 |
| 2,830 COMCAST CORP | $154,895 | $124,096 |
| 5,437 ORACLE CORP | $177,120 | $573,223 |
| 1,300 DIGITAL REALTY TRUST INC | $182,961 | $174,954 |
| 4,710 WELLS FARGO CO | $199,605 | $231,826 |
| 950 PUBLIC STORAGE | $212,298 | $289,750 |
| 2,304 HOME DEPOT INC | $213,995 | $798,451 |
| 1,260 AVALONBAY COMMUNITIES INC | $238,414 | $235,897 |
| 3,580 WELLTOWER INC | $238,944 | $322,809 |
| 1630 CROWN CASTLE INC | $251,355 | $187,760 |
| 4650 VERIZON COMMUNICATIONS INC | $255,591 | $175,305 |
| 2,660 PROLOGIS INC | $260,568 | $354,578 |
| 935 SBA COMMUNICATIONS CORP | $260,789 | $237,200 |
| 1090 AMERICAN TOWER CORP | $261,544 | $235,309 |
| 405 EQUINIX INC | $266,861 | $326,183 |
| 6,440 PROCTER & GAMBLE CO | $359,908 | $943,718 |
| 4,415 JP MORGAN CHASE & CO | $404,660 | $750,992 |
| 4,361 CHEVRON CORP | $435,573 | $650,487 |
| 14,940 EXXON MOBIL CORP | $554,558 | $1,493,701 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 72 WOODSIDE ENERGY GROUP | AT COST | $1,714 | $1,518 |
| 200 BHP GROUP LTD | AT COST | $3,606 | $13,662 |
| 1,456 REPSOL S A | AT COST | $12,914 | $21,633 |
| 300 SCHLUMBERGER LTD | AT COST | $13,340 | $15,612 |
| 200 STERIS PLC | AT COST | $29,637 | $43,970 |
| 320 WASTE CONNECTIONS INC | AT COST | $29,678 | $47,766 |
| 160 WILLIS TOWERS WATSON PLC | AT COST | $31,201 | $38,592 |
| 1,310 ROCHE HLDG LTD | AT COST | $39,073 | $47,570 |
| 2,728 TAKEDA PHARMACEUTICAL CO | AT COST | $51,832 | $38,929 |
| 2,000 EATON CORP PLC | AT COST | $79,070 | $481,640 |
| 1126 OCCIDENTAL PETROLEUM CORP | AT COST | $94,978 | $67,233 |
| 28,916 TELEFONICA S A SPONS ADR | AT COST | $98,162 | $112,772 |
| 1,495 ACCENTURE PLC | AT COST | $109,634 | $524,610 |
| 9,131 BP PLD SPONS ADR | AT COST | $129,574 | $323,237 |
| 2,140 MEDTRONIC PLC | AT COST | $180,612 | $176,293 |
| 4,900 VANGUARD FTSE DEV MKTS ETF | AT COST | $200,262 | $234,710 |
| 404,990.5 WHC VENTURE 2009-1 LIMITED PARTNERSHIP | AT COST | $215,590 | $113,714 |
| 427725 WHC VENTURES 2013 LIMITED PARTNERSHIP | AT COST | $418,886 | $1,200,258 |
| 19,480 VANGUARD FTSE EMERGING MKTS ETF | AT COST | $838,386 | $800,628 |
| 10,363 VANGUARD SMALL-CAP ETF CLOSED-END FUND | AT COST | $1,591,959 | $2,210,739 |
| 3,000,000 LEGACY VENTURE X LIMITED LIABILITY CO | AT COST | $3,000,000 | $3,000,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WHC VENTURES 2013 LP | $9 | $9 | $9 |
| LEGACY VENTURE X LLC | $3,803 | $3,803 | $3,803 |
| WHC VENTURES 2009 LP | -$4 | -$4 | -$4 |
| KEY PRIVATE BANK INVESTMENT | $496 | $496 | $496 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $144,443 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OH ANNUAL CHARITABLE FEE | $200 | $0 | $200 |
| WHC VENTURES 2009-1 L.P. | $5,985 | $5,985 | $0 |
| WHC VENTURES 2013 L.P. | $7,147 | $7,147 | $0 |
| LEGACY VENTURE X LLC | $151,480 | $151,480 | $0 |
| INVESTMENT MGMT FEES | $17,254 | $17,254 | $0 |
| ADMIN EXPENSES | $322 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $5,727 | $5,727 | $0 |
| FEDERAL TAX PAYMENT | $8,704 | $0 | $0 |
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