DISANTO FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DISANTO FAMILY FOUNDATION (EIN 87-2850438)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-14
- IRS object ID
- 202311659349100706
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-14T13:08:48-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341818419 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORNHILL FINANCIAL LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18400 PEARL ROAD | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44136 | 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 | 872850438 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISANTO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DISA | BusinessNameControlTxt |
| Phone | 2169908535 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7480 MAIN STREET | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDERICK DISANTO | PersonNm |
| Person Title | SECRETARY AND TREASURER | PersonTitleTxt |
| Phone | 2169908535 | PhoneNum |
| Signature | 2023-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FREDERICK | PersonFirstNm |
| Person Last | DISANTO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | KURT N WALCUTT | PreparerPersonNm |
| PTIN | P00650229 | PTIN |
| Phone | 4402380445 | PhoneNum |
| Preparation | 2023-06-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $2,302,042 | 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 | $44,867 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,018 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,438 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $901,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,438 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,456 | 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 |
| Legal Fees Rev And Expnss | $13,221 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,221 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,460 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,900 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $400 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,731 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,375 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $364,534 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,527 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,527 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,331,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,515,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,200,515 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,695,952 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,616,919 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,302,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,695,952 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,616,919 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,695,952 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,695,952 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,616,919 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,695,952 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,931 | OtherIncreasesAmt |
| Subtotal | $1,617,457 | SubtotalAmt |
| Other Decreases | $538 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,616,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES #3250 (PUBLICLY TRADED SECURITIES) | $66,647 | $103,328 | -$36,681 | -$36,681 | |
| NATIONAL FINANCIAL SERVICES #3250 (PUBLICLY TRADED SECURITIES) | $113,052 | $31,263 | $81,789 | $81,789 | |
| NATIONAL FINANCIAL SERVICES #3260 (PUBLICLY TRADED SECURITIES) | $181,712 | $208,145 | -$26,433 | -$26,433 | |
| NATIONAL FINANCIAL SERVICES #3260 (PUBLICLY TRADED SECURITIES) | $240,399 | $195,825 | $44,574 | $44,574 | |
| NATIONAL FINANCIAL SERVICES #3265 (PUBLICLY TRADED SECURITIES) | $87,512 | $107,017 | -$19,505 | -$19,505 | |
| NATIONAL FINANCIAL SERVICES #3265 (PUBLICLY TRADED SECURITIES) | $208,096 | $159,233 | $48,863 | $48,863 | |
| NATIONAL FINANCIAL SERVICES #3250 (PUBLICLY TRADED SECURITIES) | $2,553 | $2,553 | $2,553 | ||
| CAPITAL GAINS DIVIDENDS | $1,278 | $1,278 | $1,278 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,438 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,687 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,687 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,687 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $78 | EsPenaltyAmt |
| Overpayment | $2,235 | OverpaymentAmt |
| Applied To ES Tax | $2,235 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANCORA GROUP | IndividualWithBooksNm |
| Phone | 2168254000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6060 PARKLAND BLVD SUITE 200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 |
|---|---|---|---|---|---|---|---|---|
| BRITTAN B DISANTO | ||||||||
| 1279 STARBOARD LANE | SARASOTA | FL | 34242 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| ANTHONY DISANTO | ||||||||
| 2044 RANDOM ROAD APT 303 | CLEVELANDO | OH | 44106 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| FREDERICK DISANTO | ||||||||
| 1279 STARBOARD LANE | SARASOTA | FL | 34242 | SECRETARY AND 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 |
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 | $2,501,032 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,623,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,623,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,584,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,687 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,687 | TotalTaxAmt |
| Distributable Before Adj | $127,518 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,518 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,518 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $213,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,518 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,045 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,045 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $127,518 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $75,587 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $75,587 | 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 | $75,587 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $75,587 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEACHWOOD HIGH SCHOOL MARKETING JUNIOR ACHIEVEMENT | ||||||
| 25100 FAIRMOUNT BOULEVARD | BEACHWOOD | OH | 44122 | PC | CHARITABLE | $2,500 |
| BENEDICTINE HIGH SCHOOL | ||||||
| 2900 MARTIN LUTHER KING JR DRIVE | CLEVELAND | OH | 44104 | PC | CHARITABLE | $35,000 |
| BRECKSVILLE - BROADVIEW HEIGHTS HIGH SCHOOL | ||||||
| 6380 MILL ROAD | BROADVIEW HEIGHTS | OH | 44147 | PC | CHARITABLE | $200 |
| CANTERBURY HERITAGE FOUNDATION | ||||||
| 4200 ROCKSIDE ROAD SUITE 300 | CLEVELAND | OH | 44131 | PC | CHARITABLE | $5,000 |
| CASE WESTERN RESERVE UNIVERSITY | ||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | PC | CHARITABLE | $10,000 |
| CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL | ||||||
| 6550 BAXTER AVENUE | CLEVELAND | OH | 44105 | PC | CHARITABLE | $10,000 |
| CLEVELAND HEARING AND SPEECH | ||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | PC | CHARITABLE | $250 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 425 LITERARY ROAD SUITE 100 | CLEVELAND | OH | 44113 | PC | CHARITABLE | $2,500 |
| GESU CATHOLIC SCHOOL | ||||||
| 2450 MIRAMAR BOULEVARD | UNIVERSITY HEIGHTS | OH | 44118 | PC | CHARITABLE | $5,000 |
| GREATER CLEVELAND FILM COMMISSION | ||||||
| 526 SUPERIOR AVENUE E SUITE 350 | CLEVELAND | OH | 44114 | PC | CHARITABLE | $10,000 |
| GREATER CLEVELAND SPORTS COMMISSION | ||||||
| 334 EUCLID AVENUE | CLEVELAND | OH | 44114 | PC | CHARITABLE | $12,500 |
| GUARDIANS OF HOPE | ||||||
| 30005 LAKE ROAD | BAY VILLAGE | OH | 44140 | PC | CHARITABLE | $1,000 |
| JESUIT RETREAT CENTER | ||||||
| 5629 STATE ROAD | PARMA | OH | 44134 | PC | CHARITABLE | $10,000 |
| LAKE ERIE FOUNDATION | ||||||
| 236 WALNUT AVE | LAKESIDE | OH | 43440 | PC | CHARITABLE | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | PC | CHARITABLE | $500 |
| LIFEACT | ||||||
| 29425 CHAGRIN BOULEVARD SUITE 203 | CLEVELAND | OH | 44122 | PC | CHARITABLE | $5,000 |
| MALTZ MUSEUM OF JEWISH HERITAGE | ||||||
| 2929 RICHMOND RD | BEACHWOOD | OH | 44122 | PC | CHARITABLE | $2,500 |
| SAINT JOSEPH ACADEMY | ||||||
| 3470 ROCKY RIVER DRIVE | CLEVELAND | OH | 44111 | PC | CHARITABLE | $1,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 1404 EAST 9TH STREET 3RD FLOOR | CLEVELAND | OH | 44114 | PC | CHARITABLE | $1,500 |
| ST IGNATIUS HIGH SCHOOL | ||||||
| 1911 WEST 30TH ST | CLEVELAND | OH | 44113 | PC | CHARITABLE | $12,500 |
| UNIVERSITY HOSPITALS | ||||||
| PO BOX 94554 | CLEVELAND | OH | 44101 | PC | CHARITABLE | $50,000 |
| VETERANS & FIRST RESPONDERS INC | ||||||
| 7923 MUNSON ROAD 1 | MENTORONTHELAKE | OH | 44060 | PC | CHARITABLE | $20,000 |
| WESTERN GOLF ASSOCIATION EVANS SCHOLARS FOUNDATION | ||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 60026 | PC | CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,950 | 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 | $44,867 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,438 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $141,305 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,305 | 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 | INVESTMENT ACCOUNT FEES | CategoryTxt |
| Amt | $5,460 | Amt |
| Net Investment Income | $5,460 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NATIONAL FINANCIAL SERVICES ACCT #636-203265 | $424,480 | $511,789 |
| NATIONAL FINANCIAL SERVICES ACCT #636-203250 | $626,049 | $1,173,837 |
| NATIONAL FINANCIAL SERVICES ACCT #636-203260 | $464,863 | $514,889 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $13,221 | LegalFeesAmt |
| Net Investment Income | $13,221 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $538 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OHIO FILING FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $17,931 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $5,500 | $0 | $0 |
| FOREIGN TAXES | $400 | $400 | $0 |
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