DOUGLAS E MITCHEL CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS E MITCHEL CHARITABLE FOUNDATION (EIN 01-0739379)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202511359349103161
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T12:06:33-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341599718 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARD PALMER SIBBISON & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 HINCKLEY PARKWAY | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441096009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010739379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS E MITCHELL CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 2163485400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE 2100 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE E WENSINK | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2163485400 | PhoneNum |
| Signature | 2025-05-14 | 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 | KATELYN M DIGIANTONIO CPA | PreparerPersonNm |
| PTIN | P01444067 | PTIN |
| Phone | 2166216100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,103,741 | 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 |
| Dividends Rev And Expnss | $33,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,242 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $33,242 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $34,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $244,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,001 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $67,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,243 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $33,242 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,342 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,243 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33,242 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,677 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $640,121 | CorporateStockBOYAmt |
| Corporate Stock EOY | $647,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $795,309 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $314,071 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $296,735 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $288,755 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $993,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $964,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,103,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $993,103 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $964,394 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $993,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $964,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $993,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $964,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $993,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $964,394 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $964,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (168 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| VANGUARD INTER TERM TREAS ETF - 15 SHS | P | 2024-02-23 | $875 | $878 | -$3 | -$3 | |
| CISCO SYSTEMS INC - 74 SHS | P | 2024-02-16 | $3,597 | $1,075 | $2,522 | $2,522 | 2002-07-12 |
| SALESFORCE INC - 5 SHS | P | 2024-02-16 | $1,453 | $912 | $541 | $541 | 2022-08-09 |
| VANGUARD INTER TERM TREAS ETF - 347 SHS | P | 2024-02-23 | $20,230 | $20,693 | -$463 | -$463 | |
| CONOCOPHILLIPS - 13 SHS | P | 2024-03-26 | $1,636 | $1,243 | $393 | $393 | 2022-08-09 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - 172 SHS | P | 2024-03-22 | $8,818 | $8,456 | $362 | $362 | 2022-08-09 |
| PEPSICO INC - 14 SHS | P | 2024-03-26 | $2,410 | $591 | $1,819 | $1,819 | 2002-07-12 |
| SALESFORCE INC - 4 SHS | P | 2024-03-26 | $1,229 | $730 | $499 | $499 | 2022-08-09 |
| ISHARES 0-3 MTH TREASRY BOND ETF - 3 SHS | P | 2024-04-26 | $302 | $302 | $0 | $0 | 2023-07-31 |
| SCHWAB US TIPS ETF - 2 SHS | P | 2024-04-26 | $103 | $102 | $1 | $1 | 2023-09-15 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR - 2 SHS | P | 2024-04-17 | $278 | $186 | $92 | $92 | 2023-10-12 |
| ABBVIE INC COM - 2 SHS | P | 2024-04-17 | $328 | $57 | $271 | $271 | 2010-03-15 |
| ALPHABET INC CL A - 5 SHS | P | 2024-04-17 | $780 | $585 | $195 | $195 | 2022-08-09 |
| AMAZON.COM INC - 5 SHS | P | 2024-04-17 | $908 | $689 | $219 | $219 | 2022-08-09 |
| AMERICAN TOWER CORP REIT - 1 SHS | P | 2024-04-17 | $173 | $276 | -$103 | -$103 | 2022-08-06 |
| AMETEK INC - 1 SHS | P | 2024-04-17 | $178 | $125 | $53 | $53 | 2022-08-09 |
| APPLE INC - 4 SHS | P | 2024-04-17 | $676 | $29 | $647 | $647 | 2010-01-25 |
| APPLIED MATERIALS INC - 2 SHS | P | 2024-04-17 | $401 | $200 | $201 | $201 | 2022-08-09 |
| ASTRAZENECA PLC SPON ADR - 2 SHS | P | 2024-04-17 | $137 | $137 | $0 | $0 | 2023-03-28 |
| COCA COLA CO COM - 3 SHS | P | 2024-04-17 | $175 | $80 | $95 | $95 | 2010-03-15 |
| CONSTELLATION BRANDS INC CL A - 1 SHS | P | 2024-04-26 | $261 | $233 | $28 | $28 | 2022-12-19 |
| EMERSON ELECTRIC CO - 2 SHS | P | 2024-04-17 | $221 | $173 | $48 | $48 | 2022-08-09 |
| INTERCONTINENTAL EXCHANGE GROUP - 2 SHS | P | 2024-04-17 | $261 | $209 | $52 | $52 | 2022-08-09 |
| ISHARES BROAD USD HIGH YIELD BOND ETF - 19 SHS | P | 2024-04-26 | $684 | $684 | $0 | $0 | 2022-08-09 |
| ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF - 5 SHS | P | 2024-04-26 | $247 | $247 | $0 | $0 | 2022-08-09 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - 47 SHS | P | 2024-04-26 | $2,430 | $2,311 | $119 | $119 | 2022-08-09 |
| ISHARES RUSSELL MID-CAP VALUE ETF - 5 SHS | P | 2024-04-26 | $601 | $551 | $50 | $50 | 2022-08-09 |
| ISHARES RUSSELL MID-CAP GROWTH ETF - 4 SHS | P | 2024-04-26 | $437 | $360 | $77 | $77 | 2022-08-09 |
| ISHARES TRUST ISHARES 5-10 YEAR INVT GRADE CORPORATE BOND ETF - 2 SHS | P | 2024-04-26 | $101 | $101 | $0 | $0 | 2022-08-09 |
| JPMORGAN CHASE & CO. - 2 SHS | P | 2024-04-17 | $362 | $230 | $132 | $132 | 2022-08-09 |
| JPMORGAN CHASE & CO. - 5 SHS | P | 2024-04-25 | $965 | $575 | $390 | $390 | 2022-08-09 |
| LABORATORY CORP AMER HLDGS NEW - 1 SHS | P | 2024-04-17 | $201 | $204 | -$3 | -$3 | 2022-11-29 |
| MERCK & CO INC COM - 2 SHS | P | 2024-04-17 | $250 | $179 | $71 | $71 | 2022-08-09 |
| MICROSOFT CORP - 2 SHS | P | 2024-04-17 | $826 | $79 | $747 | $747 | 1999-06-14 |
| MONDELEZ INTL INC - 2 SHS | P | 2024-04-17 | $133 | $129 | $4 | $4 | 2022-08-09 |
| NEXTERA ENERGY INC COM - 2 SHS | P | 2024-04-17 | $127 | $178 | -$51 | -$51 | 2022-08-09 |
| NIKE INC CL B - 1 SHS | P | 2024-04-17 | $95 | $110 | -$15 | -$15 | 2022-08-09 |
| RTX CORP - 3 SHS | P | 2024-04-17 | $302 | $276 | $26 | $26 | 2022-08-09 |
| SCHWAB US LARGE CAP ETF - 34 SHS | P | 2024-04-26 | $2,049 | $1,660 | $389 | $389 | 2022-08-09 |
| STARBUCKS CORP - 1 SHS | P | 2024-04-17 | $86 | $85 | $1 | $1 | 2022-08-09 |
| UNION PACIFIC CORP - 1 SHS | P | 2024-04-26 | $244 | $229 | $15 | $15 | 2022-08-09 |
| VANGUARD MID-CAP ETF - 8 SHS | P | 2024-04-26 | $1,927 | $1,736 | $191 | $191 | 2022-08-09 |
| VISA INC CL A - 1 SHS | P | 2024-04-17 | $273 | $212 | $61 | $61 | 2022-08-09 |
| WALMART INC - 3 SHS | P | 2024-04-17 | $179 | $132 | $47 | $47 | 2022-09-06 |
| WELLS FARGO & CO NEW - 5 SHS | P | 2024-04-17 | $287 | $216 | $71 | $71 | 2022-08-09 |
| WELLS FARGO & CO NEW - 18 SHS | P | 2024-04-25 | $1,083 | $778 | $305 | $305 | 2022-08-09 |
| YUM! BRANDS INC - 1 SHS | P | 2024-04-17 | $138 | $117 | $21 | $21 | 2022-08-09 |
| NIKE INC CL B - 27 SHS | P | 2024-05-28 | $2,485 | $2,966 | -$481 | -$481 | 2022-08-09 |
| STARBUCKS CORP - 26 SHS | P | 2024-05-28 | $2,040 | $2,206 | -$166 | -$166 | 2022-08-09 |
| ISHARES CORE S&P SMALL-CAP ETF - 22 SHS | P | 2024-06-21 | $2,316 | $2,185 | $131 | $131 | |
| SCHWAB US TIPS ETF - 217 SHS | P | 2024-06-21 | $11,314 | $11,133 | $181 | $181 | |
| ISHARES CORE S&P SMALL-CAP ETF - 193 SHS | P | 2024-06-21 | $20,315 | $19,421 | $894 | $894 | |
| NVIDIA CORP - 1 SHS | P | 2024-08-12 | $110 | $74 | $36 | $36 | 2024-02-16 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR - 1 SHS | P | 2024-08-12 | $168 | $93 | $75 | $75 | 2023-10-12 |
| ABBVIE INC COM - 1 SHS | P | 2024-08-12 | $190 | $28 | $162 | $162 | 2010-03-15 |
| ALPHABET INC CL A - 3 SHS | P | 2024-08-12 | $488 | $351 | $137 | $137 | 2022-08-09 |
| ALPHABET INC CL A - 26 SHS | P | 2024-08-13 | $4,252 | $3,044 | $1,208 | $1,208 | 2022-08-09 |
| AMAZON.COM INC - 2 SHS | P | 2024-08-12 | $334 | $276 | $58 | $58 | 2022-08-09 |
| AMERIPRISE FINANCIAL INC - 1 SHS | P | 2024-08-12 | $403 | $270 | $133 | $133 | 2022-08-09 |
| APPLE INC - 2 SHS | P | 2024-08-12 | $434 | $14 | $420 | $420 | 2010-01-25 |
| APPLIED MATERIALS INC - 1 SHS | P | 2024-08-12 | $193 | $100 | $93 | $93 | 2022-08-09 |
| ASTRAZENECA PLC SPON ADR - 2 SHS | P | 2024-08-12 | $165 | $137 | $28 | $28 | 2023-03-28 |
| COCA COLA CO COM - 2 SHS | P | 2024-08-12 | $136 | $54 | $82 | $82 | 2010-03-15 |
| CONOCOPHILLIPS - 3 SHS | P | 2024-08-12 | $329 | $287 | $42 | $42 | 2022-08-09 |
| EMERSON ELECTRIC CO - 2 SHS | P | 2024-08-12 | $207 | $173 | $34 | $34 | 2022-08-09 |
| INTERCONTINENTAL EXCHANGE GROUP - 1 SHS | P | 2024-08-12 | $154 | $104 | $50 | $50 | 2022-08-09 |
| ISHARES RUSSELL MID-CAP GROWTH ETF - 3 SHS | P | 2024-08-12 | $368 | $330 | $38 | $38 | 2022-08-09 |
| JPMORGAN CHASE & CO. - 1 SHS | P | 2024-08-12 | $206 | $115 | $91 | $91 | 2022-08-09 |
| LABCORP HOLDINGS INC - 1 SHS | P | 2024-08-12 | $223 | $204 | $19 | $19 | 2022-11-29 |
| MERCK & CO INC COM - 1 SHS | P | 2024-08-12 | $114 | $90 | $24 | $24 | 2022-08-09 |
| MICROSOFT CORP - 1 SHS | P | 2024-08-12 | $406 | $40 | $366 | $366 | 1999-06-14 |
| MONDELEZ INTL INC - 2 SHS | P | 2024-08-12 | $139 | $129 | $10 | $10 | 2022-08-09 |
| NEXTERA ENERGY INC COM - 2 SHS | P | 2024-08-12 | $155 | $178 | -$23 | -$23 | 2022-08-09 |
| RTX CORP - 1 SHS | P | 2024-08-12 | $117 | $92 | $25 | $25 | 2022-08-09 |
| SALESFORCE INC - 1 SHS | P | 2024-08-12 | $251 | $182 | $69 | $69 | 2022-08-09 |
| THERMO FISHER SCIENTIFIC INCE - 1 SHS | P | 2024-08-12 | $596 | $582 | $14 | $14 | 2022-08-09 |
| UNITEDHEALTH GROUP INC - 1 SHS | P | 2024-08-12 | $566 | $545 | $21 | $21 | 2022-08-09 |
| VANGUARD RUSSELL 2000 ETF - 49 SHS | P | 2024-08-12 | $4,055 | $3,757 | $298 | $298 | 2022-08-09 |
| VISA INC CL A - 1 SHS | P | 2024-08-12 | $260 | $212 | $48 | $48 | 2022-08-09 |
| WALMART INC - 2 SHS | P | 2024-08-12 | $138 | $88 | $50 | $50 | 2022-09-06 |
| WELLS FARGO & CO NEW - 2 SHS | P | 2024-08-12 | $104 | $86 | $18 | $18 | 2022-08-09 |
| YUM! BRANDS INC - 1 SHS | P | 2024-08-12 | $135 | $117 | $18 | $18 | 2022-08-09 |
| ISHARES MBS ETF - 11 SHS | P | 2024-09-16 | $1,064 | $1,010 | $54 | $54 | 2024-02-23 |
| VANGUARD INTER TERM TREAS ETF - 8 SHS | P | 2024-09-16 | $487 | $467 | $20 | $20 | 2024-06-21 |
| ISHARES BROAD USD HIGH YIELD BOND ETF - 40 SHS | P | 2024-09-16 | $1,498 | $1,462 | $36 | $36 | 2022-08-09 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF - 6 SHS | P | 2024-09-16 | $561 | $532 | $29 | $29 | 2022-08-09 |
| ISHARES TRUST ISHARES 5-10 YEAR INVT GRADE CORPORATE BOND ETF - 29 SHS | P | 2024-09-16 | $1,563 | $1,513 | $50 | $50 | 2022-08-09 |
| ISHARES 0-3 MTH TREASRY BOND ETF - 4 SHS | P | 2024-09-16 | $402 | $403 | -$1 | -$1 | 2023-07-31 |
| ISHARES 20+ YEAR TREAS BOND ETF - 25 SHS | P | 2024-09-16 | $2,531 | $2,956 | -$425 | -$425 | 2022-08-09 |
| VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF - 23 SHS | P | 2024-09-16 | $577 | $528 | $49 | $49 | 2022-08-09 |
| VANGUARD MID-CAP ETF - 1 SHS | P | 2024-09-16 | $259 | $217 | $42 | $42 | 2022-08-09 |
| CONSTELLATION BRANDS INC CL A - 1 SHS | P | 2024-10-09 | $242 | $254 | -$12 | -$12 | 2024-09-16 |
| ISHARES MBS ETF - 113 SHS | P | 2024-10-18 | $10,640 | $10,377 | $263 | $263 | 2024-02-23 |
| NVIDIA CORP - 4 SHS | P | 2024-10-25 | $568 | $294 | $274 | $274 | 2024-02-16 |
| VANGUARD INTER TERM TREAS ETF - 185 SHS | P | 2024-10-18 | $11,000 | $10,810 | $190 | $190 | 2024-06-21 |
| VANGUARD INTER TERM TREAS ETF - 4 SHS | P | 2024-10-18 | $238 | $236 | $2 | $2 | 2024-07-17 |
| ABBVIE INC COM - 1 SHS | P | 2024-10-25 | $188 | $28 | $160 | $160 | 2010-03-15 |
| ALPHABET INC CL A - 2 SHS | P | 2024-10-25 | $330 | $234 | $96 | $96 | 2022-08-09 |
| AMAZON.COM INC - 3 SHS | P | 2024-10-25 | $565 | $413 | $152 | $152 | 2022-08-09 |
| AMERICAN TOWER CORP REIT - 1 SHS | P | 2024-10-25 | $223 | $276 | -$53 | -$53 | 2022-08-09 |
| AMERIPRISE FINANCIAL INC - 1 SHS | P | 2024-10-25 | $504 | $270 | $234 | $234 | 2022-08-09 |
| AMETEK INC - 1 SHS | P | 2024-10-25 | $167 | $125 | $42 | $42 | 2022-08-09 |
| APPLE INC - 2 SHS | P | 2024-10-25 | $464 | $14 | $450 | $450 | 2010-01-25 |
| APPLIED MATERIALS INC - 1 SHS | P | 2024-10-25 | $187 | $100 | $87 | $87 | 2022-08-09 |
| ASTRAZENECA PLC SPON ADR - 2 SHS | P | 2024-10-25 | $150 | $137 | $13 | $13 | 2023-03-28 |
| COCA COLA CO COM - 1 SHS | P | 2024-10-25 | $67 | $27 | $40 | $40 | 2010-03-15 |
| CONOCOPHILLIPS - 2 SHS | P | 2024-10-25 | $209 | $191 | $18 | $18 | 2022-08-09 |
| CONSTELLATION BRANDS INC CL A - 10 SHS | P | 2024-10-09 | $2,416 | $2,331 | $85 | $85 | 2022-12-19 |
| EMERSON ELECTRIC CO - 1 SHS | P | 2024-10-25 | $108 | $87 | $21 | $21 | 2022-08-09 |
| INTERCONTINENTAL EXCHANGE GROUP - 1 SHS | P | 2024-10-25 | $166 | $104 | $62 | $62 | 2022-08-09 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - 37 SHS | P | 2024-10-25 | $2,084 | $1,819 | $265 | $265 | 2022-08-09 |
| LINDE PLC NEW EUR - 1 SHS | P | 2024-10-25 | $475 | $301 | $174 | $174 | 2022-08-09 |
| MERCK & CO INC COM - 1 SHS | P | 2024-10-25 | $104 | $90 | $14 | $14 | 2022-08-09 |
| MICROSOFT CORP - 1 SHS | P | 2024-10-25 | $429 | $40 | $389 | $389 | 1999-06-14 |
| MONDELEZ INTL INC - 1 SHS | P | 2024-10-25 | $69 | $64 | $5 | $5 | 2022-08-09 |
| NEXTERA ENERGY INC COM - 1 SHS | P | 2024-10-25 | $82 | $82 | $0 | $0 | 2022-08-09 |
| RTX CORP - 2 SHS | P | 2024-10-25 | $250 | $184 | $66 | $66 | 2022-08-09 |
| SALESFORCE INC - 1 SHS | P | 2024-10-25 | $290 | $182 | $108 | $108 | 2022-08-09 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR - 1 SHS | P | 2024-10-25 | $204 | $93 | $111 | $111 | 2023-10-12 |
| THERMO FISHER SCIENTIFIC INC - 1 SHS | P | 2024-10-25 | $554 | $582 | -$28 | -$28 | 2022-08-09 |
| VANGUARD MID-CAP ETF - 10 SHS | P | 2024-10-25 | $2,656 | $2,171 | $485 | $485 | 2022-08-09 |
| VANGUARD RUSSELL 2000 ETF - 49 SHS | P | 2024-10-25 | $1,331 | $1,150 | $181 | $181 | 2022-08-09 |
| VISA INC CL A - 1 SHS | P | 2024-10-25 | $282 | $212 | $70 | $70 | 2022-08-09 |
| WALMART INC - 2 SHS | P | 2024-10-25 | $166 | $88 | $78 | $78 | 2022-09-06 |
| WELLS FARGO & CO NEW - 2 SHS | P | 2024-10-25 | $129 | $86 | $43 | $43 | 2022-08-09 |
| ISHARES 20+ YEAR TREAS BOND ETF - 121 SHS | P | 2024-11-08 | $11,128 | $13,310 | -$2,182 | -$2,182 | 2022-08-09 |
| ISHARES MBS ETF - 5 SHS | P | 2024-12-05 | $468 | $459 | $9 | $9 | 2024-02-23 |
| META PLATFORMS INC CL A - 2 SHS | P | 2024-12-05 | $1,221 | $884 | $337 | $337 | 2024-04-25 |
| MONDELEZ INTL INC - 1 SHS | P | 2024-12-11 | $64 | $76 | -$12 | -$12 | 2024-09-16 |
| NVIDIA CORP - 11 SHS | P | 2024-12-05 | $1,596 | $809 | $787 | $787 | 2024-02-16 |
| VANGUARD RUSSELL 2000 ETF - 4 SHS | P | 2024-12-05 | $1,084 | $1,063 | $21 | $21 | 2024-11-08 |
| ADOBE INC - 1 SHS | P | 2024-12-05 | $538 | $428 | $110 | $110 | 2022-08-09 |
| ALPHABET INC CL A - 6 SHS | P | 2024-12-05 | $1,042 | $702 | $340 | $340 | 2022-08-09 |
| AMAZON.COM INC - 7 SHS | P | 2024-12-05 | $1,548 | $964 | $584 | $584 | 2022-08-09 |
| AMAZON.COM INC - 5 SHS | P | 2024-12-11 | $1,151 | $689 | $462 | $462 | 2022-08-09 |
| AMERIPRISE FINANCIAL INC - 1 SHS | P | 2024-12-05 | $567 | $270 | $297 | $297 | 2022-08-09 |
| APPLE INC - 7 SHS | P | 2024-12-05 | $1,705 | $51 | $1,654 | $1,654 | 2010-01-25 |
| APPLIED MATERIALS INC - 3 SHS | P | 2024-12-05 | $515 | $299 | $216 | $216 | 2022-08-09 |
| CONOCOPHILLIPS - 6 SHS | P | 2024-12-05 | $629 | $574 | $55 | $55 | 2022-08-09 |
| EMERSON ELECTRIC CO - 5 SHS | P | 2024-12-05 | $668 | $433 | $235 | $235 | 2022-08-09 |
| ISHARES BROAD USD HIGH YIELD BOND ETF - 80 SHS | P | 2024-12-05 | $2,987 | $2,924 | $63 | $63 | 2022-08-09 |
| ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF - 98 SHS | P | 2024-12-05 | $5,052 | $5,095 | -$43 | -$43 | 2022-08-09 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - 25 SHS | P | 2024-12-05 | $1,376 | $1,229 | $147 | $147 | 2022-08-09 |
| ISHARES CORE MSCI EAFE ETF - 117 SHS | P | 2024-12-05 | $8,738 | $7,186 | $1,552 | $1,552 | 2022-08-09 |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF - 9 SHS | P | 2024-12-05 | $829 | $799 | $30 | $30 | 2022-08-09 |
| ISHARES RUSSELL MID-CAP VALUE ETF - 9 SHS | P | 2024-12-05 | $1,245 | $991 | $254 | $254 | 2022-08-09 |
| ISHARES RUSSELL MID-CAP GROWTH ETF - 22 SHS | P | 2024-12-05 | $3,027 | $1,981 | $1,046 | $1,046 | 2022-08-09 |
| ISHARES TRUST ISHARES 5-10 YEAR INVT GRADE CORPORATE BOND ETF - 33 SHS | P | 2024-12-05 | $1,736 | $1,721 | $15 | $15 | 2022-08-09 |
| ISHARES 0-3 MTH TREASRY BOND ETF - 4 SHS | P | 2024-12-05 | $401 | $403 | -$2 | -$2 | 2023-07-31 |
| ISHARES 20+ YEAR TREAS BOND ETF - 25 SHS | P | 2024-12-05 | $2,355 | $2,548 | -$193 | -$193 | 2022-08-09 |
| JPMORGAN CHASE & CO. - 2 SHS | P | 2024-12-05 | $493 | $230 | $263 | $263 | 2022-08-09 |
| LINDE PLC NEW EUR - 1 SHS | P | 2024-12-05 | $451 | $301 | $150 | $150 | 2022-08-09 |
| MICROSOFT CORP - 4 SHS | P | 2024-12-05 | $1,774 | $158 | $1,616 | $1,616 | 1999-06-14 |
| MONDELEZ INTL INC - 35 SHS | P | 2024-12-11 | $2,227 | $2,249 | -$22 | -$22 | 2022-08-09 |
| NEXTERA ENERGY INC COM - 5 SHS | P | 2024-12-05 | $381 | $445 | -$64 | -$64 | 2022-08-09 |
| SALESFORCE INC - 2 SHS | P | 2024-12-05 | $721 | $365 | $356 | $356 | 2022-08-09 |
| SCHWAB US LARGE CAP ETF - 387 SHS | P | 2024-12-05 | $9,338 | $6,298 | $3,040 | $3,040 | 2022-08-09 |
| SERVICENOW INC - 1 SHS | P | 2024-12-05 | $1,124 | $447 | $677 | $677 | 2023-07-31 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR - 3 SHS | P | 2024-12-05 | $614 | $279 | $335 | $335 | 2023-10-12 |
| TAIWAN SEMICONDUCTOR MFG CO LTD ADR - 3 SHS | P | 2024-12-11 | $583 | $279 | $304 | $304 | 2023-10-12 |
| THERMO FISHER SCIENTIFIC INC - 1 SHS | P | 2024-12-05 | $519 | $582 | -$63 | -$63 | 2022-08-09 |
| UNITEDHEALTH GROUP INC - 1 SHS | P | 2024-12-05 | $582 | $545 | $37 | $37 | 2022-08-09 |
| VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF - 15 SHS | P | 2024-12-05 | $357 | $344 | $13 | $13 | 2022-08-09 |
| VANGUARD MID-CAP ETF - 21 SHS | P | 2024-12-05 | $5,957 | $4,558 | $1,399 | $1,399 | 2022-08-09 |
| VANGUARD RUSSELL 2000 ETF - 60 SHS | P | 2024-12-05 | $5,801 | $4,601 | $1,200 | $1,200 | 2022-08-09 |
| VISA INC CL A - 2 SHS | P | 2024-12-05 | $619 | $425 | $194 | $194 | 2022-08-09 |
| WALMART INC - 6 SHS | P | 2024-12-05 | $573 | $265 | $308 | $308 | 2022-09-06 |
| WELLS FARGO & CO NEW - 7 SHS | P | 2024-12-05 | $520 | $303 | $217 | $217 | 2022-08-09 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,001 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,446 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $512 | 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 | $512 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $423 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | KATHERINE E WENSINK | IndividualWithBooksNm |
| Phone | 2163485400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARTHA M REIDEL | ||||||||
| 495 FAR HILL ROAD | WAYZATA | MN | 55391 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATTHEW T MITCHELL | ||||||||
| 8 SHANNEY BROOK COURT | PHOENIX | MD | 21131 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHERINE E WENSINK | ||||||||
| 600 SUPERIOR AVE | CLEVELAND | OH | 44114 | SEC- TREASURER | 2.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S LARGEST CHARITABLE ACTIVITY INVOLVES MAKING GIFTS, GRANTS, CONTRIBUTIONS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. | Description1Txt |
| Expenses1 | $63,400 | Expenses1Amt |
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 | $1,122,225 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,152,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,152,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,287 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,135,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $935 | TotalTaxAmt |
| Distributable Before Adj | $55,823 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,823 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,823 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,823 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,529 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,529 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,871 | 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 | $952 | 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) |
|---|---|---|
| Contributing Manager | MARTHA M REIDEL | ContributingManagerNm |
| Contributing Manager | MATTHEW T MITCHELL | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTHA M REIDEL OR KATHERINE E WENS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVE SUITE 2100 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2163485729 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUESTS REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 4 PAWS FOR ABILITY | |||||||
| 207 DAYTON AVE | XENIA | OH | 45385 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| BELIEVET CANINE SERVICE PARTNERS | |||||||
| 3885 100TH STREET NE | NORTHFIELD | MN | 55057 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| BOYS & GIRLS CLUBS OF CLEVELAND | |||||||
| 6114 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | PUBLIC | UNRESTRICTED | $22,000 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | NONE | PUBLIC | UNRESTRICTED | $600 |
| HEALING HEARTS CONNECTION | |||||||
| 20000 176TH ST NW | BIG LAKE | MN | 55309 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| GROVES ACADEMY | |||||||
| 3200 HIGHWAY 100 SOUTH | ST LOUIS PARK | MN | 55416 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| HARVEST HILLS ANIMAL SHELTER | |||||||
| 1389 BRIDGTON ROAD | FRYEBURG | ME | 04037 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| HERE FOR THE GIRLS | |||||||
| 1309 JAMESTOWN RD SUITE 204 | WILLIAMSBURG | VA | 23185 | NONE | PUBLIC | UNRESTRICTED | $500 |
| INTERFAITH OUTREACH & COMMUNITY PARTNERS | |||||||
| 1605 COUNTY ROAD 101 N | PLYMOUTH | MN | 55447 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| JUNIOR LEAGUE OF MINNEAPOLIS - LEAGUEAIRES DEVELOPMENT | |||||||
| 410 OAK GROVE STREET | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| MARYLAND THERAPEUTIC RIDING | |||||||
| 1141 SUNRISE BEACH RD | CROWNSVILLE | MD | 21032 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| METAVIVIR RESEARCH & SUPPORT INC | |||||||
| 1783 FOREST DRIVE 184 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| NATIONAL OUTDOOR LEADERSHIP SCHOOL (NOLS) | |||||||
| 284 LINCOLN STREET | LANDER | WY | 82520 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| REPRODUCTIVE HEALTH ACCESS PROJECT | |||||||
| PO BOX 21191 | NEW YORK | NY | 10025 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| THE PINK FUND | |||||||
| PO BOX 603 | BLOOMFIELD HILLS | MI | 48303 | NONE | PUBLIC | UNRESTRICTED | $2,000 |
| WAYZATA COMMUNITY CHURCH | |||||||
| 125 WAYZATA BLVD EAST | WAYZATA | MN | 55391 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| ASSOCIATION FOR PET LOSS AND BEREAVEMENT | |||||||
| 418 BROADWAY STE N | ALBANY | NY | 12207 | NONE | PUBLIC | UNRESTRICTED | $500 |
| BROTHER WOLF ANIMAL RESCUE | |||||||
| 650 CARIBOU RD | ASHEVILLE | NC | 28803 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| ELEVATED ACCESS | |||||||
| PO BOX 6806 | CHAMPAIGN | IL | 61826 | NONE | PUBLIC | UNRESTRICTED | $600 |
| IMMIGRANT WELCOME CENTER GREATER PORTLAND | |||||||
| 24 PREBLE ST | PORTLAND | ME | 041014901 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| MAINE TRANSGENDER NETWORK INC | |||||||
| 15 CASCO ST | PORTLAND | ME | 04101 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| MENENGAGE ALLIANCE | |||||||
| 1725 I ST NW STE 300 | WASHINGTON | DC | 20009 | NONE | PUBLIC | UNRESTRICTED | $700 |
| MORRIS ANIMAL FOUNDATION | |||||||
| 720 S COLORADO BLVD SUITE 174A | DENVER | CO | 80246 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| PARENTS PLACE OF MARYLAND | |||||||
| 802 CROMWELL PARK DR STE H | GLEN BURNIE | MD | 21061 | NONE | PUBLIC | UNRESTRICTED | $500 |
| THE ARC | |||||||
| 2000 PENNSYLVANIA AVE NW SUITE 500 | WASHINGTON | DC | 20006 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| YELLOWHAMMER FUND | |||||||
| PO BOX 1565 | TUSCALOOSA | AL | 354031565 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $34,001 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,243 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME FUNDS | BondNm |
| EOY Book Value | $296,735 | EOYBookValueAmt |
| EOYFMV | $288,755 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $647,982 | EOYBookValueAmt |
| EOYFMV | $795,309 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,342 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $12,191 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $19 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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