THE HUMBLE HEART - GENTLE SOUL FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE HUMBLE HEART - GENTLE SOUL FOUNDATION (EIN 85-1807597)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202321299349103112
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T08:07:44-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341912961PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & COMPANY LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1OFFICES LISTED ATAddressLine1Txt
CityWWWCOHENCPACOMCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN851807597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUMBLE HEART - GENTLE SOUL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUMBBusinessNameControlTxt
Phone2165864278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15735 STATE RDAddressLine1Txt
CityPARMACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN MULHALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2165864278PhoneNum
Signature2023-05-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastMULHALLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT J SWAINPreparerPersonNm
PTINP00446317PTIN
Phone8002291099PhoneNum
Preparation2023-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$49,427,456FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,185,780ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$162,437InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$162,437InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$691,337DividendsRevAndExpnssAmt
Dividends Net Invst Incm$690,377DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,406,894NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,017,793GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,632,660TotalRevAndExpnssAmt
Total Net Invst Incm$852,814TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,937AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,968AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,969AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$68,965TaxesRevAndExpnssAmt
Taxes Net Invst Incm$36,120TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$221,487OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$213,325OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,162OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$302,389TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$255,413TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,331TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,691,627ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,691,627ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,994,016TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$255,413TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,705,958TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$361,356ExcessRevenueOverExpensesAmt
Net Investment Income$597,401NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,295,092CashBOYAmt
Cash EOY$6,432,480CashEOYAmt
Cash EOYFMV$6,432,480CashEOYFMVAmt
Sav And Temp Cash Invst BOY$591,055SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,340,971SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,340,971SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$8,984,941USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,837,060USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,105,829USGovtObligationsEOYFMVAmt
Corporate Stock BOY$32,193,534CorporateStockBOYAmt
Corporate Stock EOY$30,751,383CorporateStockEOYAmt
Corporate Stock EOYFMV$27,882,717CorporateStockEOYFMVAmt
Corporate Bonds BOY$3,229,468CorporateBondsBOYAmt
Corporate Bonds EOY$2,850,384CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,410,821CorporateBondsEOYFMVAmt
Other Investments BOY$4,180,213OtherInvestmentsBOYAmt
Other Investments EOY$3,879,901OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,295,210OtherInvestmentsEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$959,428OtherAssetsEOYAmt
Other Assets EOYFMV$959,428OtherAssetsEOYFMVAmt
Total Assets BOY$54,474,303TotalAssetsBOYAmt
Total Assets EOY$54,051,607TotalAssetsEOYAmt
Total Assets EOYFMV$49,427,456TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$54,474,303RetainedEarningBOYAmt
Retained Earning EOY$54,051,607RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$54,474,303TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$54,051,607TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$54,474,303TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$54,051,607TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$54,474,303TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$361,356ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$54,112,947SubtotalAmt
Other Decreases$61,340OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$54,051,607TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BANK OF AMERICA - DETAILS AVAILABLE UPON REQUEST$4,858,242$5,670,458-$812,216-$812,216
BANK OF AMERICA - DETAILS AVAILABLE UPON REQUEST$9,158,283$9,754,229-$595,946-$595,946
CAPITAL GAINS DIVIDENDS$1,268$1,268$1,268P
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,406,894CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,304InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,304SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,304TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,541EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,541TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$4,237OverpaymentAmt
Applied To ES Tax$4,237AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRIAN C MULHALLIndividualWithBooksNm
Phone2165864278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15735 STATE RDAddressLine1Txt
CityPARMACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44134ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN C MULHALL
5735 STATE RDPARMAOH44134PRESIDENT, CHAIRPERSON & TREASURER5.00$0$0$0
FR WALT JENNE
5735 STATE RDPARMAOH44134VICE PRESIDENT1.00$0$0$0
KRISTI WATSON
5735 STATE RDPARMAOH44134SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1INTEREST-FREE LOAN TO BEAT THE STREETS CLEVELAND (EIN 47-3182471)Description1Txt
Expenses1$959,428Expenses1Amt
Total$959,428TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$43,504,075AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,599,583AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$48,103,658TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$48,103,658AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$721,555CashDeemedCharitableAmt
Net Vl Noncharitable Assets$47,382,103NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,369,105MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,369,105MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,304TaxBasedOnInvestmentIncomeAmt
Total Tax$8,304TotalTaxAmt
Distributable Before Adj$2,360,801DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,360,801DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,360,801DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,705,958ExpensesAndContributionsAmt
Program Related Invst Total$959,428ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,665,386QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,360,801DistributableAsAdjustedAmt
Undistributed Income PY$348,246UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,665,386QualifyingDistributionsAmt
Applied To Year1$348,246AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,360,801AppliedToCurrentYearAmt
Remaining Distri From Corpus$956,339RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$956,339TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$956,339ExcessDistriCyovToNextYrAmt
Excess From Current Year$956,339ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
I'M IN MINISTRY
PO BOX 31880INDEPENDENCEOH44131NONEPCGENERAL FUND$68,436
MATER DEI ACADEMY
29840 EUCLID AVEWICKLIFFEOH44092NONEPCGENERAL FUND$15,000
CATHOLIC CHARITIES
7911 DETROIT AVENUECLEVELANDOH44102NONEPCGENERAL FUND$75,000
TOUCHING TINY LIVES FOUNDATION
1001 16TH STREET B-180DENVERCO80265NONEPCGENERAL FUND$100,000
ANIRIDIA FOUNDATION INTERNATIONAL
PO BOX 41MANITOWISH WATERSWI54545NONEPCGENERAL FUND$100,000
TRANSPLANT HOUSE OF CLEVELAND
2029 E 115TH STCLEVELANDOH44106NONEPCGENERAL FUND$100,000
THE CATHOLIC COMMUNITY FOUNDATION
1404 SUPERIOR AVECLEVELANDOH44114NONEPCGENERAL FUND$1,100,000
NORTH COAST COMMUNITY HOMES
14221 BROADWAY AVENUECLEVELANDOH44125NONEPCGENERAL FUND$72,000
ED KEATING CENTER
1980 BROOKPARK RDCLEVELANDOH44109NONEPCGENERAL FUND$78,275
LAKE HUMANE SOCIETY
7564 TYLER BLVD BLDG EMENTOROH44060NONEPCGENERAL FUND$25,000
LITTLE ANNIE'S HOPE TRAIN
8567 HILLTOP DRMENTOROH44060NONEPCGENERAL FUND$25,000
OUR LADY OF MOUNT CARMEL
6928 DETROIT AVECLEVELANDOH44102NONEPCGENERAL FUND$77,000
BEAT THE STREETS
PO BOX 1906CLEVELANDOH44106NONEPCGENERAL FUND$200,000
CLEVELAND FOOD BANK
15500 SOUTH WATERLOO RDCLEVELANDOH44110NONEPCGENERAL FUND$100,000
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCGENERAL FUND$100,000
ED KEATING CENTER
1980 BROOKPARK RDCLEVELANDOH44109NONEPCGENERAL FUND$10,456
FIRST GLANCE STUDENT CENTER INC
943 KENMORE BLVDAKRONOH44314NONEPCGENERAL FUND$25,000
LAKE CATHOLIC HIGH SCHOOL
6733 REYNOLDS ROADMENTOROH44060NONEPCGENERAL FUND$420,460
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,691,627TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$162,437ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$691,337ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,406,894ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$553,120ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$553,120TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CONNELLY FAMILY CHARITABLE TRUST XV
15735 STATE RDPARMAOH44134$344,100Yes (X)
CONNELLY FAMILY CHARITABLE TRUST V
25735 STATE RDPARMAOH44134$2,024,000Yes (X)
CONNELLY FAMILY CHARITABLE TRUST X
35735 STATE RDPARMAOH44134$817,680Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & PROFESSIONAL FEESCategoryTxt
Amt$11,937Amt
Net Investment Income$5,968NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,969DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$2,850,384EOYBookValueAmt
EOYFMV$2,410,821EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$30,751,383EOYBookValueAmt
EOYFMV$27,882,717EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,837,060USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,105,829USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,879,901BookValueAmt
EOYFMV$3,295,210EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAM-RELATED INVESTMENT LOAN TO BEAT THE STREETS CLEVELANDDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$959,428EOYBookValueAmt
EOYFMV$959,428EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONCASH BASIS ADJUSTMENTS - BONDSDesc
Amt$61,340Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$210,485$210,485$0
MISCELLANEOUS EXPENSE$2,840$2,840$0
SOFTWARE EXPENSES$307$0$307
INSURANCE PREMIUMS$7,855$0$7,855

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$36,120$36,120$0
OH FILING FEES$200$0$200
FEDERAL EXCISE TAXES$32,645$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.