CRISTAL FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CRISTAL FAMILY FOUNDATION (EIN 84-3716808)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-10
- IRS object ID
- 202341309349100644
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-10T08:48:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843716808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRISTAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRIS | BusinessNameControlTxt |
| Phone | 2162727050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 ATTLEBORO ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A CRISTAL | PersonNm |
| Person Title | CO- PRESIDENT | PersonTitleTxt |
| Phone | 2162727050 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | CRISTAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT J SWAIN | PreparerPersonNm |
| PTIN | P00446317 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,189,651 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $55,705 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $55,705 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $852,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $852,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$581,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,311,523 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $326,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $907,821 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,594 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,297 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,297 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $105 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $105 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $207,032 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $153,454 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $145,993 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,461 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $367,290 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,863 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,332,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,332,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,699,790 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,343,363 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,373,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,426 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,833,307 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,245,932 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,260,110 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $25,889,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,313,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,632,267 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,556,057 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,376,338 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,297,274 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,279,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,935,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,189,651 | 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 | $38,279,247 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,935,622 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,279,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,935,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,279,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,935,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,279,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,373,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $137,247 | OtherIncreasesAmt |
| Subtotal | $36,042,830 | SubtotalAmt |
| Other Decreases | $107,208 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,935,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - DETAIL AVAILABLE UPON REQUEST | P | $546,213 | $628,189 | -$81,976 | -$81,976 |
| MERRILL LYNCH - DETAIL AVAILABLE UPON REQUEST | P | $3,711,937 | $4,265,029 | -$553,092 | -$553,092 |
| CAPITAL GAINS DIVIDENDS | P | $53,373 | $53,373 | $53,373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$581,695 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $104,120 | 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 | $104,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $93,578 | OverpaymentAmt |
| Applied To ES Tax | $10,560 | AppliedToESTaxAmt |
| Refund | $83,018 | 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 |
| Individual With Books | MICHAEL A CRISTAL | IndividualWithBooksNm |
| Phone | 2162727050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 ATTLEBORO ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY D CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JULIE A CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARA P CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADAM D CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN M CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RYAN M CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NATASHA SANCHEZ CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW M CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 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 | $35,889,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,355,128 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $41,244,966 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $41,244,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $618,674 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,626,292 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,031,315 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,031,315 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,542 | TotalTaxAmt |
| Distributable Before Adj | $2,020,773 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,020,773 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,020,773 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,343,363 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,343,363 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,020,773 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $283,697 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,343,363 | QualifyingDistributionsAmt |
| Applied To Year1 | $283,697 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,020,773 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,893 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,893 | 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 | $38,893 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $38,893 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHANGE SUMMER | |||||||
| 119 WEST 72ND ST SUITE 187 | NEW YORK | NY | 10023 | NONE | PC | GENERAL FUND | $75,000 |
| EDWINS | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | NONE | PC | GENERAL FUND | $250,000 |
| FAMILY CANCER GENETIC PROGRAM | |||||||
| 200 W ARBOR DR | SAN DIEGO | CA | 92103 | NONE | PC | GENERAL FUND | $100,000 |
| GLOBAL CLEVELAND | |||||||
| 1422 EUCLID AVE 1652 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL FUND | $100,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | GENERAL FUND | $250,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL FUND | $100,000 |
| OCHSNER CLINIC FOUNDATION | |||||||
| 1514 JEFFERSON HWY SUITE 640 | NEW ORLEANS | LA | 70121 | NONE | PC | GENERAL FUND | $25,000 |
| ONE MIND | |||||||
| 3274 W 58TH ST | CLEVELAND | OH | 44102 | NONE | PC | GENERAL FUND | $250,000 |
| ONE VOICE | |||||||
| 1700 WOODLANDS DR STE 100 | MAUMEE | OH | 43537 | NONE | PC | GENERAL FUND | $100,000 |
| UNIVERSITY SETTLEMENT | |||||||
| 4800 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | PC | GENERAL FUND | $100,000 |
| CITY CLUB | |||||||
| 850 EUCLID AVENUE 2ND FLOOR | CLEVELANDO | OH | 44114 | NONE | PC | GENERAL FUND | $62,500 |
| GIVE KIDS THE WORLD | |||||||
| 210 SOUTH BASS ROAD | KISSIMMEE | FL | 34746 | NONE | PC | GENERAL FUND | $220,000 |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | |||||||
| 1818 LIBERTY STREET SUITE 500 | RESTON | VA | 20190 | NONE | PC | GENERAL FUND | $50,000 |
| HOPE LODGE | |||||||
| 11432 MAYFIELD ROAD | CLEVELAND | OH | 44106 | NONE | PC | GENERAL FUND | $250,000 |
| MERCY CORPS - UKRANIAN ASSISTANCE | |||||||
| PO BOX 37800 | BOONE | IA | 50037 | NONE | PC | GENERAL FUND | $50,000 |
| MERCY CORPS - DEMOCRATIC REPUBLIC OF CONGO ASSISTANCE | |||||||
| PO BOX 37800 | BOONE | IA | 50037 | NONE | PC | GENERAL FUND | $50,000 |
| GLOBAL EMPOWERMENT MISSION - UKRANIAN ASSISTANCE | |||||||
| 1850 NW 84TH AVE SUITE 100 | DORAL | FL | 33126 | NONE | PC | GENERAL FUND | $25,000 |
| EXPERIENCE CAMPS | |||||||
| PO BOX 5121 | WESTPORT | CT | 06881 | NONE | PC | GENERAL FUND | $100,000 |
| CITY MISSION OF CLEVELAND | |||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | NONE | PC | GENERAL FUND | $25,000 |
| EDEN CLE | |||||||
| 7812 MADISON AVE | CLEVELAND | OH | 44102 | NONE | PC | GENERAL FUND | $25,000 |
| HUNGER NETWORK | |||||||
| 4415 EUCLID AVENUE SUITE 110 | CLEVELAND | OH | 44103 | NONE | PC | GENERAL FUND | $25,000 |
| NAF - HOTLINE FUND | |||||||
| 9450 SW GEMINI DRIVE PMB 16009 | BEAVERTON | OR | 97008 | NONE | PC | GENERAL FUND | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,332,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $55,705 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $852,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$581,695 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,126 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,126 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $4,315 | $2,157 | $2,157 |
| BOOKKEEPING FEES | $2,279 | $1,140 | $1,140 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MANAGED STOCK PORTFOLIO | StockNm |
| EOY Book Value | $25,313,352 | EOYBookValueAmt |
| EOYFMV | $28,632,267 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND PORTFOLIO | AT COST | $5,276,338 | $5,197,274 |
| NOTE RECEIVABLE - JUMPSTART, INC. | AT COST | $100,000 | $100,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING ADJUSTMENT - COST BASIS | Desc |
| Amt | $107,208 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK & BROKERAGE ACCOUNT FEES | $8,250 | $4,125 | $4,125 |
| INVESTMENT MANAGEMENT FEES | $141,868 | $141,868 | $0 |
| MEMBERSHIP FEES | $3,136 | $0 | $3,136 |
| REGISTRATION FEES | $200 | $0 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $137,247 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $210 | Amt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $105 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $0 | $0 |
| FEDERAL INCOME TAXES | $207,032 | $0 | $0 |
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