WALTER & JEAN KALBERER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WALTER & JEAN KALBERER FOUNDATION (EIN 34-1817179)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-01
- IRS object ID
- 202403069349101220
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T15:18:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270928388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANCURA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 551 FIFTH AVE 33RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10176 | 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 | 341817179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALTER & JEAN KALBERER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 4404233440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1259 WEST HILL DRIVE | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GWENN S WINKHAUS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2035176296 | PhoneNum |
| Signature | 2024-10-31 | 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 | GWENN S WINKHAUS | PreparerPersonNm |
| PTIN | P00020964 | PTIN |
| Phone | 6467016084 | 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 | $3,550,541 | 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 | $156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,442 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,598 | 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 |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $609,591 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $609,591 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $609,591 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $609,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$594,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,598 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,299 | CashBOYAmt |
| Cash EOY | $16,307 | CashEOYAmt |
| Cash EOYFMV | $16,307 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $123,568 | CorporateStockBOYAmt |
| Corporate Stock EOY | $115,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,725,495 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,029,785 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,029,785 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,800,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,230,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,170,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,550,541 | 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 | $1,230,800 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,170,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,230,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,170,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,230,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,170,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,230,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$594,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $534,458 | OtherIncreasesAmt |
| Subtotal | $1,170,265 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,170,265 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,542 | 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 | $2,542 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,339 | OverpaymentAmt |
| Applied To ES Tax | $2,339 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GWENN WINKHAUS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2035176296 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1259 WEST HILL DRIVE | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| GWENN S WINKHAUS | ||||||||
| C/O 1259 WEST HILL DRIVE | GATES MILLS | OH | 44040 | TRUSTEE/PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| CHRISTA K GOODELL | ||||||||
| C/O 1259 WEST HILL DRIVE | GATES MILLS | OH | 44040 | TRUSTEE/VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| LISA R KALBERER | ||||||||
| C/O 1259 WEST HILL DRIVE | GATES MILLS | OH | 44040 | TRUSTEE/SECRETARY | 0.00 | $0 | $0 | $0 |
| LORI J KALBERER | ||||||||
| C/O 1259 WEST HILL DRIVE | GATES MILLS | OH | 44040 | 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 | $1,752,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,803,520 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,803,520 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,776,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $88,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $88,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203 | TotalTaxAmt |
| Distributable Before Adj | $88,620 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,620 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,620 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $609,591 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $609,591 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,620 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $797,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,041,750 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $507,884 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,346,722 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $609,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $520,971 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,867,693 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,867,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $797,088 | ExcessFromYear4Amt |
| Excess From Year3 | $2,041,750 | ExcessFromYear3Amt |
| Excess From Year2 | $507,884 | ExcessFromYear2Amt |
| Excess From Current Year | $520,971 | 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 | GWENN WINKHAUS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1259 WEST HILL DRIVE | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6467016084 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SPECIFIC DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS ARE IMPOSED ON THE AWARDS. HOWEVER, EACH DONEE MUST BE AN EXEMPT ORGANIZATION UNDER IRC SECTION 501(C)(3). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE MALTZ MUSEUM | |||||||
| 2929 RICHMOND RD | BEACHWOOD | OH | 44122 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| UNIVERSITY CIRCLE INC | |||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| CLEVELAND SCHOOL OF THE ARTS | |||||||
| 2064 STEARNS ROAD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| CLEVELAND INSTITUTE OF ART | |||||||
| 11610 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE | $6,000 |
| CENTER FOR ARTS-INSPIRED LEARNING | |||||||
| 10917 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| NEAR WEST THEATER | |||||||
| 6702 DETROIT AVENUE | CLEVELAND | OH | 44102 | NONE | 501(C)(3) | CHARITABLE | $5,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 3615 SUPERIOR AVENUE E BLDG 44 | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | CHARITABLE | $11,000 |
| CLEVELAND ZOOLOGICAL SOCIETY | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | NONE | 501(C)(3) | CHARITABLECHARITABLE | $10,000 |
| CASE WESTERN RESERVE UNIVERSITY SCHOOL OF LAW | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE | $10,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE | $10,285 |
| HAWKEN SCHOOL | |||||||
| PO BOX 8002 | GATES MILLS | OH | 44040 | NONE | 501(C)(3) | CHARITABLE | $15,237 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE | $20,189 |
| CLEVELAND PLAYHOUSE | |||||||
| 1901 E 13TH STREET | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | CHARITABLE | $100,945 |
| THE CLEVELAND ORCHESTRA | |||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | CHARITABLE | $100,945 |
| HOLDEN FORESTS & GARDENS | |||||||
| 9500 SPERRY ROAD | KIRKLAND | OH | 44094 | NONE | 501(C)(3) | CHARITABLE | $15,237 |
| IDEASTREAM PUBLIC MEDIA | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | CHARITABLE | $30,474 |
| CHURCH OF THE WESTERN RESERVE | |||||||
| 30500 FAIRMOUNT BOULEVARD | PEPPER PIKE | OH | 44122 | NONE | 501(C)(3) | CHARITABLE | $249,279 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $609,591 | 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 | $156 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,442 | 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 | $14,598 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,598 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | CHARITABLE CONTRIBUTIONS |
| 4 | CHARITABLE CONTRIBUTIONS |
| 7 | CHARITABLE CONTRIBUTIONS |
| 8 | CHARITABLE CONTRIBUTIONS |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $115,434 | EOYBookValueAmt |
| EOYFMV | $1,725,495 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH SURRENDER VALUE LIFE INSURANCE | Desc |
| BOY Book Value | $1,029,785 | BOYBookValueAmt |
| EOY Book Value | $1,029,785 | EOYBookValueAmt |
| EOYFMV | $1,800,000 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR FMV IN EXCESS OF BASIS ON STK CONTRIBUTED | Desc |
| Amt | $534,458 | Amt |
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