WHEELER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WHEELER FOUNDATION (EIN 34-1852595)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-08
IRS object ID
202321289349103412
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)
Return2023-05-08T15:43:33-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341662414PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALTON & STEWART INC CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17660 TYLER BOULEVARDAddressLine1Txt
CityMENTORCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44060ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341852595EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WHEELER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWHEEBusinessNameControlTxt
Phone4402551793PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18507 TYLER BLVDAddressLine1Txt
CityMENTORCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS E WHEELERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4402551793PhoneNum
Signature2023-05-03SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastWHEELERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J STEWART CPAPreparerPersonNm
PTINP00184300PTIN
Phone4402691900PhoneNum
Preparation2023-05-03PreparationDt
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$3,424,665FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$169,205ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$94InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$94InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,239DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,239DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$123,509NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$386,400GrossSalesPriceAmt
Other Income Rev And Expnss-$5,750OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$350,297TotalRevAndExpnssAmt
Total Net Invst Incm$63,333TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,075AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$4,101TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$6,196TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$567,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$567,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$573,196TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$567,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$222,899ExcessRevenueOverExpensesAmt
Net Investment Income$63,333NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$141,561SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$130,011SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$130,011SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$200,000OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$200,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$200,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$200,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$1,849,510CorporateStockBOYAmt
Corporate Stock EOY$1,644,147CorporateStockEOYAmt
Corporate Stock EOYFMV$3,094,654CorporateStockEOYFMVAmt
Other Investments BOY$5,986OtherInvestmentsBOYAmt
Total Assets BOY$2,197,057TotalAssetsBOYAmt
Total Assets EOY$1,974,158TotalAssetsEOYAmt
Total Assets EOYFMV$3,424,665TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,197,057NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,974,158NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,197,057TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,974,158TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,197,057TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,974,158TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,197,057TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$222,899ExcessRevenueOverExpensesAmt
Subtotal$1,974,158SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,974,158TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$880InvestmentIncomeExciseTaxAmt
Subtotal$880SubtotalAmt
Tax Based On Investment Income$880TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,100TotalPaymentsAndCreditsAmt
Overpayment$2,220OverpaymentAmt
Applied To ES Tax$2,220AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS E WHEELERIndividualWithBooksNm
Phone4402551793PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18507 TYLER BLVDAddressLine1Txt
CityMENTORCityNm
State AbbreviationOHStateAbbreviationCd
ZIP440604231ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS E WHEELER
8507 TYLER BLVDMENTOROH440604231PRESIDENT0.20$0$0$0
BETSY J WHEELER
8507 TYLER BLVDMENTOROH440604231VICE-PRES0.10$0$0$0
MICHELLE MEARS
8507 TYLER BLVDMENTOROH440604231SECRETARY0.10$0$0$0
REBECCA W LEWANDOWSKI
8507 TYLER BLVDMENTOROH440604231TREASURER0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,232,307AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,347AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$200,499FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,481,153TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,481,153AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,428,936NetVlNoncharitableAssetsAmt
Minimum Investment Return$171,447MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$171,447MinimumInvestmentReturnAmt
Tax Based On Investment Income$880TaxBasedOnInvestmentIncomeAmt
Total Tax$880TotalTaxAmt
Distributable Before Adj$170,567DistributableBeforeAdjAmt
Distributable Before Ded$170,567DistributableBeforeDedAmt
Distributable As Adjusted$170,567DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$567,000ExpensesAndContributionsAmt
Qualifying Distributions$567,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$170,567DistributableAsAdjustedAmt
Undistributed Income PY$123,250UndistributedIncomePYAmt
Qualifying Distributions$567,000QualifyingDistributionsAmt
Applied To Year1$123,250AppliedToYear1Amt
Applied To Current Year$170,567AppliedToCurrentYearAmt
Remaining Distri From Corpus$273,183RemainingDistriFromCorpusAmt
Total Corpus$273,183TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$273,183ExcessDistriCyovToNextYrAmt
Excess From Current Year$273,183ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line2RecipientUSAddress/AddressLine2Txt
AOPA FOUNDATION
421 AVIATION WAYFEDERICKMD217014798CHARITYPUBLIC CHARITY$50,000
CLEVELAND CLINIC INDIAN RIVER
PO BOX 128VERO BEACHFL32961CHARITYPUBLIC CHARITY$250,000FOUNDATION
FOLDS OF HONOR FOUNDATION
9500 N 129TH E AVEOWASSOOK74055CHARITYPUBLIC CHARITY$1,000SUITE 235
ON COURSE FOUNDATION
9002 SAN MARCO CTORLANDOFL32819CHARITYPUBLIC CHARITY$5,0004TH FLOOR BUILDING K
PIANO CLEVELAND
20600 CHAGRIN BLVDSHAKER HEIGHTSOH44122CHARITYPUBLIC CHARITY$10,000SUITE 1110
THE LEARNING ALLIANCE
PO BOX 2647VERO BEACHFL32961CHARITYPUBLIC CHARITY$25,500
TREASURE CAY COMMUNITY FOUNDATION
990 OLD DIXIE HIGHWAY 14LAKE PARKFL33403CHARITYPUBLIC CHARITY$200,000FA171
VINTAGE WINGS INC
1560 AIRPORT RDFRANKLINPA163231976CHARITYPUBLIC CHARITY$25,000
VNA & HOSPICE FOUNDATION
1110 35TH LANEVERO BEACHFL32960CHARITYPUBLIC CHARITY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$567,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$94ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,239ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$123,509ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescBROOKFIELD PROPERTY PREFER-Desc
Exclusion16ExclusionCd
Exclusion-$5,750ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$181,092ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$181,092TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THOMAS E WHEELER
18507 TYLER BOULEVARDMENTOROH44060$69,205Yes (X)
COMPONENT REPAIR TECHNOLOGIES INC
28507 TYLER BOULEVARDMENTOROH44060$100,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,075Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
RAYMOND JAMES (47677191) EFILE ATTACPURCHASE2022-11$28,733$27,844$889
RAYMOND JAMES (47677191) EFILE ATTACPURCHASE2022-11$69,941$32,452$37,489
RAYMOND JAMES (47677191) EFILE ATTACPURCHASE2022-11$287,726$202,595$85,131

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CINCINNATI FINANCIAL CORP-5,384 SHS$259,187$551,268
AMERICAN AIRLINES GROUP INC-465 SH$22,508$5,915
ABBOTT LABS-301SHS$8,957$33,047
ABBVIE INCORPORATED-698 SHS$39,824$112,804
ALIGENT TECHNOLOGIES-384 SHS$16,362$57,466
AIR PRODUCTS & CHEMICALS INC-103 SHS$8,832$31,751
ALPHABET INCORPORATED CLASS C-220SHS$1,940$19,521
ALPHABET INCORPORATED CLASS A-500SHS$4,436$44,115
AMAZON COM-400SHS$16,582$33,600
APPLE INC-1495 SHS$37,033$194,245
AUTOMATIC DATA PROCESSING INC-395 SH$27,386$94,350
BLACKROCK INC-4 SHS$1,575$2,835
BROOKFIELD ASSET MANAGE-329.678
CIGNA CORP NEW-48.883 SHS
COSTCO WHOLESALE CORP NEW-100 SHS$17,035$45,650
DANAHER CORPORATION DEL-250 SHS$6,520$66,355
EQUIFAX INC-229 SHS$9,487$44,508
FNB CORPORATION-2655 SHS$36,315$34,648
FIDELITY NATIONAL INFORMA SVCS-201.S
GENERAL DYNAMICS CORP-98.225 SHS
GENERAL ELECTRIC-1294 SHS$178,852$108,424
JPMORGAN CHASE-378 SHS$20,012$50,690
KIMBERLY CLARK CORP-115 SHS$7,918$15,611
MICROSOFT CORPORATION-723 SHS$39,803$173,390
NANO DIMENSION LIMIT SPONS ADR-1000$33,653$2,300
NASDAQ INCPOR-1279 SHS$16,431$78,467
NIKE INCPOR CLASS B-154 SHS$2,958$18,020
OLD REP INTERNAT-CORP-6504 SHS$135,259$157,072
PAYPAL HOLDINGS INC-298 SHS$10,746$21,224
PROCTER AND GAMBLE CO-247 SHS$17,129$37,435
SHERWIN WILLIAMS COMPANY-168 SHS$4,480$39,871
SNAP ON INCORPORATED-140 SHS$10,146$31,989
STRYKER CORPORATION-455 SHS$42,197$111,243
3M COMPANY-156.883 SHS
WESTROCK COMPANY-1,062.502 SHS
ISHARES TR SELECT DIVID ETF-2798 SH$278,525$337,439
SPDR S&P ETF -1077 SHS$275,773$411,877
SPDR S&P MIDCAP 400 ETF TRUST-288SHS$56,286$127,524

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBROOKFIELD PROPERTY PREFERRED LP 239CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
RAYMOND JAMES INVESTMENT FEES$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBROOKFIELD PROPERTY PREFER-LPDesc
Revenue And Expenses Per Books-$5,750RevenueAndExpensesPerBooksAmt

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp

Organization501c3 Name Organization501c3Name

FieldValueIRS element (for citing)
Business Name Line1HAMPDEN WEST ASSOCIATION-LOAN RECEIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Balance Due$200,000BalanceDueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
TREASURER STATE OF OHIO$200
US TREASURER$3,895
FOREIGN TAXES (RAYMOND JAMES)$6

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