STOCKER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STOCKER FOUNDATION (EIN 34-1293603)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-01
- IRS object ID
- 202332449349100508
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-01T12:10:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341463411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES WENDLING CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 WATERFORD DRIVE | AddressLine1Txt |
| City | SHEFFIELD VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | 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 | 341293603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STOCKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOC | BusinessNameControlTxt |
| Phone | 4402465719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 N ABBE ROAD SP 200 | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA O'BRIEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4402465719 | PhoneNum |
| Signature | 2023-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | OBRIEN | 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 | JEFFREY L SCHMITTGEN CPA | PreparerPersonNm |
| PTIN | P00410078 | PTIN |
| Phone | 4409343850 | PhoneNum |
| Preparation | 2023-08-16 | 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 | $44,695,484 | 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 | $14,397 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $672,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $672,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,215,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,188,717 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,215,655 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33,701 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33,701 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,936,270 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,921,873 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $153,269 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,327 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $137,942 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,135 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,135 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,385 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $53,385 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $76 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $76 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,840 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $237,247 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $207,247 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $30,669 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,862 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,705 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $10,212 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,212 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,842 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,842 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,200 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,200 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,111 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $693,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $253,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $410,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,071,692 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,071,692 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,765,350 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $253,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,482,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,829,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,668,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,003,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,537,897 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,537,897 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,889,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,087,376 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,456,794 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $25,809,689 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,217,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,576,231 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $78,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,397 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,219 | LandBOYAmt |
| Land EOY | $11,514 | LandEOYAmt |
| Land EOYFMV | $78,911 | LandEOYFMVAmt |
| Other Assets BOY | $851 | OtherAssetsBOYAmt |
| Other Assets EOY | $45,651 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $45,651 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,720,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,899,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,695,484 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $42,200 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $42,200 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,678,402 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,899,686 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,678,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,899,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,720,602 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,899,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,678,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,829,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $142,723 | OtherIncreasesAmt |
| Subtotal | $37,992,045 | SubtotalAmt |
| Other Decreases | $92,359 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,899,686 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| KEYBANK - APERIO | P | 2022-01-01 | 2022-12-31 | $157,120 | $173,905 | -$16,785 | -$16,785 |
| KEYBANK - APERIO | P | 2022-01-01 | 2022-12-31 | $2,941 | $2,654 | $287 | $287 |
| KEYBANK - APERIO | P | 2022-01-01 | 2022-12-31 | $195,299 | $192,067 | $3,232 | $3,232 |
| KEYBANK - APERIO | P | 2022-01-01 | 2022-12-31 | $1,520 | $1,292 | $228 | $228 |
| KEYBANK - BRWN BRO HARRIMN | P | 2022-01-01 | 2022-12-31 | $482,690 | $556,220 | -$73,530 | -$73,530 |
| KEYBANK - BRWN BRO HARRIMN | P | 2022-01-01 | 2022-12-31 | $7,464,608 | $6,752,368 | $712,240 | $712,240 |
| WELLINGTON - CTF DH | P | 2022-01-01 | 2022-12-31 | $15,868 | $14,977 | $891 | $891 |
| WELLINGTON - INTL QUALITY GROWTH | P | 2022-01-01 | 2022-12-31 | $17,767 | $15,662 | $2,105 | $2,105 |
| WELLINGTON - MICRO EQUITY | P | 2022-01-01 | 2022-12-31 | $28,885 | $7,646 | $21,239 | $21,239 |
| WELLINGTON - REASERACH EQUITY | P | 2022-01-01 | 2022-12-31 | $26,763 | $8,120 | $18,643 | $18,643 |
| K-1 WELLINGTON RESEARCH | P | 2022-01-01 | 2022-12-31 | $132,690 | $132,690 | $132,690 | |
| K-1 WELLINGTON MICRO CAPITAL | P | 2022-01-01 | 2022-12-31 | $5,628 | $5,628 | $5,628 | |
| K-1 WELLINGTON DIVERSIFIED | P | 2022-01-01 | 2022-12-31 | $34,135 | $34,135 | $34,135 | |
| K-1 WELLINGTON INTERNATIONAL | P | 2022-01-01 | 2022-12-31 | $189,150 | -$189,150 | -$189,150 | |
| K-1 NEW PORT ASIA | P | 2022-01-01 | 2022-12-31 | $2,955 | $2,955 | $2,955 | |
| K-1 GQG PARTNERS | P | 2022-01-01 | 2022-12-31 | $59,001 | -$59,001 | -$59,001 | |
| KABOUTER INTL | P | 2022-01-01 | 2022-12-31 | $1,122,387 | $1,000,000 | $122,387 | $122,387 |
| CAPITAL GAINS DIVIDENDS | P | $497,461 | $497,461 | $497,461 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,215,655 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,194 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,194 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $68,000 | 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 | $68,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $44,806 | OverpaymentAmt |
| Applied To ES Tax | $44,806 | 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 | WWW.STOCKERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MELANIE WILSON | IndividualWithBooksNm |
| Phone | 4402465719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 N ABBE ROAD SUITE 200 | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (17 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 |
|---|---|---|---|---|---|---|---|---|
| JANE NORTON | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY ANN DOBRAS | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY WOODLING | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEYBANK NATIONAL ASSOCIATION | ||||||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44114 | TRUST MANAGER | 1.00 | $0 | $0 | $0 |
| KIMBERLEE WOODLING | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PATRICIA O'BRIEN | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | EXECUTIVE DIRECTOR | 40.00 | $153,269 | $34,904 | $0 |
| BRAD NORTON | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANNE WOODLING | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MONTICELLO ASSOCIATES | ||||||||
| 1800 LARIMER | DENVER | CO | 80202 | TRUST MANAGER | 0.00 | $0 | $0 | $0 |
| LAUREN HUMBLE | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | SECRETARY | 1.00 | $0 | $0 | $0 |
| AMY DOBRAS | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRENT NORTON | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TREASURER | 1.00 | $0 | $0 | $0 |
| WENDY ZAPPELLI | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAWN DOBRAS | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRETCHEN NORTON | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN HUMBLE | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRENDA NORTON | ||||||||
| 1005 N ABBE ROAD SUITE 200 | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTICELLO ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE SUITE 5200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $200,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $45,143,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,949,207 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,092,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,092,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $736,386 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,355,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,417,800 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,417,800 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,194 | TotalTaxAmt |
| Distributable Before Adj | $2,394,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,394,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,394,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,482,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,482,297 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,394,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $265,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $417,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $404,514 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,296,051 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $284,920 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,668,040 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,482,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,394,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,087,691 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,755,731 | 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 | $265,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,490,456 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $417,280 | ExcessFromYear4Amt |
| Excess From Year3 | $404,514 | ExcessFromYear3Amt |
| Excess From Year2 | $1,296,051 | ExcessFromYear2Amt |
| Excess From Year1 | $284,920 | ExcessFromYear1Amt |
| Excess From Current Year | $1,087,691 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELANIE WILSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 N ABBE RD SP 200 | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4403664884 | RecipientPhoneNum |
| Recipient Email Address | MWILSON@STOCKERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMIT ONE COVER SHEET, GRANT PROPOSAL, AND SUPPLEMENTAL MATERIALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINE FOR APPLICATION - DECEMBER 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE STOCKER FOUNDATION IS GEOGRAPHICALLY RESTRICTED AND ACCEPTS GRANT REQUESTS FROM 501(C)3 AND OTHER CHARITABLE ENTITIES LOCATED IN, OR WHOSE SERVICES BENEFIT RESIDENTS OF, LORAIN AND CUYAHOGA COUNTIES, OHIO; PIMA COUNTY, ARIZONA, ALAMEDA AND SAN FRANCISCO COUNTIES, CALIFORNIA: DONA ANA COUNTY, NEW MEXICO; KING COUNTY, WASHINGTON, AND HARTFORD COUNTY, CONNECTICUT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 826 VALENCIA | |||||||
| 2469 BRYANT STREET | SAN FRANCISCO | CA | 94110 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $14,867 |
| AAUW | |||||||
| PO BOX 98045 | WASHINGTON | DC | 200908045 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $200 |
| AIM HIGH | |||||||
| 29230 W 12 MILE RD | FARMINGTON HILLS | MI | 48334 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $25,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| 7900 EDGEWATER DR | OAKLAND | CA | 94621 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $32,367 |
| AMERICA SCORES BAY AREA | |||||||
| 530 DIVISADERO ST 741 | SAN FRANCISCO | CA | 94117 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| AMERICA SCORES CLEVELAND | |||||||
| 3631 PERKINS AVENUE UNIT 2CE | CLEVELAND | OH | 44114 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $20,000 |
| ANIMAL HUMANE ASSN OF NEW MEXICO INC | |||||||
| 615 VIRGINIA ST SE | ALBUQUERQUE | NM | 87108 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| ARIZONA CITIZENS FOR THE ARTS | |||||||
| 420 W ROOSEVELT RD SUITE 208 | PHOENIX | AZ | 85003 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $700 |
| ARIZONA GRANTMAKERS FORUM | |||||||
| 2201 EAST CAMELBACK ROAD SUITE 405B | PHOENIX | AZ | 85016 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $996 |
| ARIZONA PUBLIC MEDIA | |||||||
| PO BOX 210067 | TUCSON | AZ | 85721 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,700 |
| ARIZONA THEATRE COMPANY | |||||||
| PO BOX 1631 | TUCSON | AZ | 857021631 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $12,000 |
| AVON LOCAL SCHOOLS | |||||||
| 3445 LONG ROAD | AVON | OH | 440112233 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $12,650 |
| AVON UNITED METHODIST CHURCH | |||||||
| 37711 DETROIT ROAD | AVON | OH | 44011 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,000 |
| AZPM CAPITAL CAMPAIGN | |||||||
| PO BOX 210067 | TUCSON | AZ | 857210067 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| BEYOND CELIAC DISEASE | |||||||
| PO BOX 544 | AMBLER | PA | 190020544 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $215 |
| BIG BROS BIG SIST OF LORAIN CTY INC | |||||||
| 1917 N RIDGE RD A | LORAIN | OH | 44055 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $20,000 |
| BIG BROTHERS BIG SISTERS OF CONNECTICUT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $25,333 |
| BLESSING HOUSE | |||||||
| 6115 OLIVET AVENUE | ELYRIA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $25,595 |
| BOYS AND GIRLS CLUBS OF NORTHEAST OHIO | |||||||
| 4111 PEARL AVE | LORAIN | OH | 44055 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $50,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST STREET NE SUITE 400 | WASHINGTON | DC | 20002 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $4,500 |
| BRIDGE THE GAP COLLEGE PREP | |||||||
| 105 DRAKE AVENUE | SAUSALITO | CA | 94965 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| BRISTOL BOARD OF EDUCATION | |||||||
| 718 PINE STREET | BRISTOL | CT | 06010 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $29,849 |
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DR | LEWISBURG | PA | 17837 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,000 |
| CAF AMERICA | |||||||
| 225 REINEKERS LN | ALEXANDRIA | VA | 22314 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $53,550 |
| CAMP IMAGINE | |||||||
| PO BOX 26 | AVON LAKE | OH | 44012 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,500 |
| CAMPHILL VILLAGE COPAKE FOUNDATION | |||||||
| 84 CAMP HILL RD | COPAKE | NY | 12516 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| CASA DE LOS NINOS | |||||||
| 1120 N 5TH AVE | TUCSON | AZ | 85705 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $20,000 |
| CASA DE PEREGRINOS | |||||||
| 999 W AMADOR AVE | LAS CRUCES | NM | 88005 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $4,867 |
| CATHOLIC CHARITIES OF SOUTHERN NM | |||||||
| 125 W MOUNTAIN AVE | LAS CRUCES | NM | 88005 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $200 |
| CHILDREN'S READING ALLIANCE | |||||||
| 3880 FOOTHILLS RD | LAS CRUCES | NM | 88011 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $50,000 |
| CITY CENTER FOR COLLABORATIVE LEARNING | |||||||
| 47 E PENNINGTON ST | TUCSON | AZ | 85701 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $26,750 |
| CLAREMONT MIDDLE SCHOOL PTA | |||||||
| 5750 COLLEGE AVE | OAKLAND | CA | 94618 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,400 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 8615 EUCLID AVE UA BLDG | CLEVELAND | OH | 44195 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| CLEVELAND HEARING & SPEECH CENTER | |||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| CLOUDBASE FOUNDATION | |||||||
| 667 W PINE RD | MELBOURNE VILLAGE | FL | 32904 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| COACH SAM'S INNER CIRCLE FOUNDATION | |||||||
| 23715 MERCANTILE RD | BEACHWOOD | OH | 44122 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| COMM FOUNDATION FOR SOUTHERN ARIZONA | |||||||
| 5049 E BROADWAY BLVD 201 | TUCSON | AZ | 85711 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $502,500 |
| COMMON ROOTS | |||||||
| 311 PROSPECT ST | MEADVILLE | PA | 163351627 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,500 |
| COMMUNITY ALLIANCE FOR LEARNING | |||||||
| 1191 SOLANO AVE 6098 | ALBANY | CA | 94706 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,900 |
| COMMUNITY FOOD BANK | |||||||
| 1643 E 55TH ST | CLEVELAND | OH | 44103 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $6,625 |
| COMMUNITY FOOD BANK OF SOUTHERN AZ | |||||||
| 3003 S COUNTRY CLUB RD | TUCSON | AZ | 85713 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $9,735 |
| COMMUNITY FOUNDATION OF GREATER NEW BRITAIN | |||||||
| 74A VINE STREET | NEW BRITAIN | CT | 060521409 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $7,966 |
| COMMUNITY FOUNDATION OF LORAIN COUNTY | |||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $57,107 |
| COMMUNITY FOUNDATION OF S NEW MEXICO | |||||||
| 2460 EL PASEO RD | LAS CRUCES | NM | 88001 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $400 |
| COMMUNITY RESOURCES FOR SCIENCE | |||||||
| 1611 SAN PABLO AVE SUITE 10 B | BERKELEY | CA | 94702 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| COMPASS FAMILY SERVICES | |||||||
| 320 HIGH ST NE | WARREN | OH | 44481 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| CONNECTICUT STORYTELLING CENTER | |||||||
| 290 STATE ST | NEW LONDON | CT | 06320 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| CRAWFORD HERITAGE COMMUNITY FOUNDATION | |||||||
| PO BOX 93 | MEADVILLE | PA | 163350093 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $50 |
| CRUCES CREATIVES | |||||||
| 205 E LOHMAN AVE | LAS CRUCES | NM | 88001 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $50,200 |
| CUYAHOGA COMMUNITY COLLEGE FOUNDATION | |||||||
| 700 CARNEGIE AVE | CLEVELAND | OH | 44115 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | |||||||
| 4480 RIDGE RD | CLEVELAND | OH | 44144 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| DENISE LOUIE EDUCATION CENTER | |||||||
| 5333 15TH AVE S | SEATTLE | WA | 98108 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| EDUCATIONAL ENRICHMENT FOUNDATION | |||||||
| 5049 E BROADWAY BLVD SUITE 107 | TUCSON | AZ | 85711 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $300 |
| EDUCATIONAL SERVICE CENTER OF LORAIN CTY | |||||||
| 1885 LAKE AVE | ELYRIA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| EFFECTIVE LEADERSHIP ACADEMY | |||||||
| 4480 RICHMOND RD | WARRENSVILLE HEIGHTS | OH | 44128 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| EL CENTRO DE SERVICIOS SOCIALES INC | |||||||
| 2800 PEARK AVE | LORAIN | OH | 44055 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $35,274 |
| ELYRIA CITY SCHOOLS | |||||||
| 42101 GRISWOLD RD | ELYRIA | OH | 440352117 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $88,500 |
| ELYRIA PIONEER CLUB | |||||||
| PO BOX 935 | ELYRIA | OH | 44036 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,200 |
| FAITH NETWORK OF THE EAST BAY | |||||||
| 2633 TELEGRAPH AVE 412 | OAKLAND | CA | 94612 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $25,000 |
| FIREFISH ARTS | |||||||
| 520 BROADWAY 3RD FL | LORAIN | OH | 44052 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| FOX TUCSON THEATRE FOUNDATION | |||||||
| PO BOX 1008 | TUCSON | AZ | 85702 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $30,300 |
| FRIDAY HARBOR FOOD BANK | |||||||
| 500 MARKET ST | FRIDAY HARBOR | WA | 98250 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $20,000 |
| FRIENDS OF THE SAN JUAN ISLAND LIBRARY | |||||||
| 1010 GUARD ST | FRIDAY HARBOR | WA | 98250 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $40,000 |
| FRIENDSHIP ANIMAL PROTECTIVE LEAGUE | |||||||
| 8303 MURRAY RDIGE RD | ELYRA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $100 |
| GEEKING OUT KIDS OF COLOR | |||||||
| 1610 BELMONT AVENUE 604 | SEATTLE | WA | 98122 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| GIRL SCOUTS OF NORTH EAST OHIO | |||||||
| ONE GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| GIRL SCOUTS OF SOUTHERN ARIZONA | |||||||
| 4300 E BROADSTREET BLVD | TUCSON | AZ | 85711 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,200 |
| GIRLS INC OF THE PACIFIC NORTHWEST | |||||||
| 4800 S MACADAN AVE 309 | PORTLAND | OR | 97239 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| GIRLVENTURES | |||||||
| 119 FILBERT STREET | OAKLAND | CA | 94607 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,100 |
| GREAT LAKES THEATER | |||||||
| 1501 EUCLID AVE 300 | CLEVELAND | OH | 44115 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $8,900 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $9,367 |
| HORIZONS AT THE ETHEL WALKER SCHOOL | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,500 |
| HUMANITIES WASHINGTON | |||||||
| 130 NICKERSON STREET SUITE 304 | SEATTLE | WA | 981091658 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $4,000 |
| JARDIN DE LOS NIOS | |||||||
| 1300 G EL PASEO PMB 272 | LAS CRUCES | NM | 88001 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| JOYCE L SOBEL FAMILY RESOURCE CENTER | |||||||
| 476 MARKET ST | FRIDAY HARBOR | WA | 98250 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $38,485 |
| JUNIOR ACHIEVEMENT OF ARIZONA | |||||||
| 636 W SOUTHERN AVE | TEMPE | AZ | 85282 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| KENDAL NORTHERN OHIO | |||||||
| 600 KENDAL DR | OBERLIN | OH | 44074 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $20,000 |
| KID SCOOP NEWS | |||||||
| 181 ANDRIEUX ST SUITE 200 | SONOMA | CA | 95476 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| KINNECT | |||||||
| 1427 E 36TH ST SUITE 4203F | CLEVELAND | OH | 44114 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,500 |
| LAKE RIDGE ACADEMY | |||||||
| 37501 CENTER RIDGE ROAD | NORTH RIDGEVILLE | OH | 44039 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,600 |
| LAS CRUCES PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 16214 | LAS CRUCES | NM | 88004 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $3,000 |
| LAS CRUCES PUBLIC SCHOOLS FOUNDATION INC | |||||||
| PO BOX 16214 | LAS CRUCES | NM | 88004 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $13,900 |
| LEADERSHIP LORAIN COUNTY | |||||||
| 1206 E BROAD ST | ELYRIA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $750 |
| LIGHTHOUSE COMMUNITY PUBLIC SCHOOLS | |||||||
| 433 HEGENBERGER ROAD SUITE 201 | OAKLAND | CA | 94621 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $25,000 |
| LITERACY CONNECTS | |||||||
| 200 E YAVAPAI ROAD | TUCSON | AZ | 85705 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $50,600 |
| LORAIN COUNTY CHAMBER OF COMMERCE | |||||||
| 226 MIDDLE AVENUE 5TH FLOOR | ELYRIA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,000 |
| LORAIN COUNTY COMMUNITY COLLEGE FDN | |||||||
| 1005 ABBE RD N | ELYRIA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $31,500 |
| LORAIN COUNTY SAFE HARBORGENESIS HOUSE | |||||||
| PO BOX 718 | LORAIN | OH | 44052 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| LORAIN COUNTY URBAN LEAGUE INC | |||||||
| 200 MIDDLE AVE STE 200 | ELYRIA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $50,000 |
| LORAIN HISTORICAL SOCIETY | |||||||
| 329 W 10TH STREET | LORAIN | OH | 44052 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $54,400 |
| MAD FACTORY | |||||||
| 39 S MAIN ST 310 | OBERLIN | OH | 44074 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| MAGNIFICAT HIGH SCHOOL | |||||||
| 20770 HILLIARD BLVD | ROCKY RIVER | OH | 44116 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $6,000 |
| MAIN STREET COMMUNITY FOUNDATION | |||||||
| PO BOX 2702 | BRISTOL | CT | 06011 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,167 |
| MARANA UNIFIED SCHOOL DISTRICT | |||||||
| 11279 W GRIER RD STE 115A | MARANA | AZ | 856539609 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| MARIN COUNTY OFFICE OF EDUCATION | |||||||
| 1111 LAS GALLINAS AVE | SAN RAFAEL | CA | 94903 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| MESILLA VALLEY COMMUNITY OF HOPE | |||||||
| 999 W AMADOR AVE | LAS CRUCES | NM | 88005 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $4,867 |
| MEWATER FOUNDATION | |||||||
| 4018 PACHECO ST | SAN FRANCISCO | CA | 94116 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| MISSION EDGE | |||||||
| 2820 ROOSEVELT RD 104 | SAN DIEGO | CA | 92106 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $9,735 |
| MOBILE MEALS OF SOUTHERN ARIZONA | |||||||
| 3355 S 6TH AVE | TUCSON | AZ | 85713 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $4,850 |
| NARAL PRO-CHOICE AMERICA | |||||||
| 1725 EYE ST NW STE 900 | WASHINGTON | DC | 20006 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| NATIONAL BREAST CANCER AWARENESS | |||||||
| 7460 WARREN PKWY STE 150 | FRISCO | TX | 75034 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $3,040 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,400 |
| NEIGHBORHOOD ALLIANCE | |||||||
| PO BOX 1409 | ELYRIA | OH | 44036 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $65,505 |
| NEW MEXICO STATE UNIVERSITY FOUNDATION | |||||||
| 1305 N HORSESHOE ST | LAS CRUCES | NM | 88003 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $27,900 |
| NORTH HELPLINE | |||||||
| 12736 33RD AVENUE NE | SEATTLE | WA | 98125 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $7,371 |
| NORTH POINTE BALLET | |||||||
| 593 W BAGLEY RD | BEREA | OH | 44017 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,500 |
| NORTHEASTERN OHIO SCIENCE AND ENGINEERING FAIR | |||||||
| E 24 ST AND EUCLID | CLEVELAND | OH | 44114 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $500 |
| NORTHERN OHIO YOUTH ORCHESTRA | |||||||
| 39 S MAIN ST 244 | OBERLIN | OH | 44074 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| OAKLAND LITERACY COALITION | |||||||
| 2744 E 11TH ST STE A10 | OAKLAND | CA | 94601 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| OAKLAND TECH HS | |||||||
| 4351 BROADWAY | OAKLAND | CA | 94611 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| OBERLIN CITY SCHOOL DISTRICT | |||||||
| 153 N MAIN ST | OBERLIN | OH | 440741173 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $80,000 |
| OHIO WESLEYAN UNIVERSITY | |||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $3,000 |
| OPEN DOORS ACADEMY | |||||||
| 1427 E 36TH ST SUITE 4206A | CLEVELAND | OH | 44114 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| OPERATION WARM | |||||||
| 50 APPLIED BANK BLVD STE 204 | GLEN MILLS | PA | 19342 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $16,500 |
| OUR FAMILY SERVICES | |||||||
| 2590 N ALVERNON WAY | TUCSON | AZ | 85712 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $500 |
| PACIFIC EDUCATION INSTITUTE | |||||||
| 724 COLUMBIA ST NW 255 | OLYMPIA | WA | 98501 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $6,856 |
| PAGE AHEAD CHILDREN'S LITERACY PROGRAM | |||||||
| 1130 NW 85TH ST | SEATTLE | WA | 981173318 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| PATRONATO SAN XAVIER | |||||||
| 1950 W SAN XAVIER RD | TUCSON | AZ | 85746 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $500 |
| PEACE LUTHERAN CHURCH | |||||||
| 1701 MISSOURI AVENUE | LAS CRUCES | NM | 88001 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $4,000 |
| PHILANTHROPY OHIO | |||||||
| 500 S FRONT STREET SUITE 900 | COLUMBUS | OH | 432157628 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $24,132 |
| PIMA LIBRARY FOUNDATION | |||||||
| PO BOX 13245 | TUCSON | AZ | 85732 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $200 |
| PLANNED PARENTHOOD ARIZONA | |||||||
| 4751 N 15TH STREET | PHOENIX | AZ | 85014 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,500 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUYCLID AVE 200 | CLEVELAND | OH | 44115 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,500 |
| PROJECT AWARENESS AND SPECIAL SPORTS | |||||||
| PO BOX 1713 | MILL VALLEY | CA | 949421713 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $500 |
| READ TO A CHILD | |||||||
| 20 WILLIAM ST G25 | WELLESLEY | MA | 02481 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| READ TO GROW | |||||||
| 53 SCHOOL GROUND RD 3 | BRANFORD | CT | 06405 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $9,752 |
| RINCON CONGREGATIONAL CHURCH | |||||||
| 122 N CRAYCROFT RD | TUCSON | AZ | 85711 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| ROADRUNNER FOOD BANK OF NEW MEXICO | |||||||
| 5840 OFFICE BLVD NE | ALBUQUERQUE | NM | 87109 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,300 |
| SAN FRANCISCO EDUCATION FUND | |||||||
| 2730 BRYANT ST 2ND FL | SAN FRANCISCO | CA | 94110 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| SAN JAN ISLAND SCHOOL DISTRICT | |||||||
| 285 BLAIR AVE | FRIDAY HARBOR | WA | 98250 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $7,000 |
| SAN JUAN COMMUNITY HOME TRUST | |||||||
| PO BOX 2603 | FRIDAY HARBOR | WA | 98250 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $500 |
| SAN JUAN PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 1452 | FRIDAY HARBOR | WA | 98250 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $18,150 |
| SARSEF | |||||||
| 5049 E BROADWAY BLVD STE 125 | TUCSON | AZ | 85711 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $500 |
| SAVE OUR CHILDREN OF ELYRIA INC | |||||||
| 330 2ND STREET | ELYRIA | OH | 44035 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $52,398 |
| SECOND HARVEST FOOD BANK OF NC OH | |||||||
| 5510 BAUMHART RD | LORAIN | OH | 44053 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $80,725 |
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH ST 3RD FLOOR | CLEVELAND | OH | 44109 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,867 |
| SEQUOIA LIVING | |||||||
| 1525 POST ST | SAN FRANCISCO | CA | 94109 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| SF-MARIN FOOD BANK | |||||||
| 900 PENNSYLVANIA AVE | SAN FRANCISCO | CA | 94107 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $3,500 |
| SIDE BY SIDE | |||||||
| 300 SUNNY HILLS DR BLDG 5 | SAN ANSELMO | CA | 94960 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| SONORAN GLASS SCHOOL | |||||||
| 633 W 18TH ST | TUCSON | AZ | 85701 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| SOUTHERN ARIZONA RESEARCH SCIENCE ENGINEERING FOUNDATION | |||||||
| 5049 E BROADWAY BLVD STE 125 | TUCSON | AZ | 85711 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $20,000 |
| SOUTHINGTON BREAD FOR LIFE | |||||||
| 31 VERMONT AVE | SOUTHINGTON | CT | 06489 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $4,867 |
| SPARK SF PUBLIC SCHOOLS | |||||||
| 135 VAN NESS AVE RM 119 | SAN FRANCISCO | CA | 94102 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $23,900 |
| SPARK THEATRE COMPANY | |||||||
| 1330-5 HARTFORD HWY | DOTHAN | AL | 36301 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $7,500 |
| ST BERNADETTE SCHOOL | |||||||
| 2300 CLAGUE ROAD | WESTLAKE | OH | 44145 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| STOP SOLDIER SUICIDE | |||||||
| PO BOX 110605 | GDURHAM | NC | 27709 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $100 |
| TAM HIGH FOUNDATION | |||||||
| 700 MILLER AVENUE | MILL VALLEY | CA | 94941 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| TEAM READ | |||||||
| 2445 3RD AVE S | SEATTLE | WA | 98134 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $32,044 |
| TECH CORPS OHIO | |||||||
| 6600 BUSCH BLVD STE 210 | COLUMBUS | OH | 43229 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $39,000 |
| THE CLEVELAND PLAY HOUSE | |||||||
| 1901 E 13TH ST | CLEVELAND | OH | 44114 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $75,000 |
| THE CRUCIBLE | |||||||
| 1260 7TH ST | OAKLAND | CA | 94607 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $13,000 |
| THE DIAPER BANK OF CT | |||||||
| 370 STATE ST | NORTH HAVEN | CT | 06473 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,500 |
| THE GREATER SEATTLE BUREAU OF FEARLESS IDEAS | |||||||
| 8414 GREENWOOD AVE N | SEATTLE | WA | 98103 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| THE LITERACY COOPERATIVE | |||||||
| 1422 EUCLID AVE 248 | CLEVELAND | OH | 44115 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $30,000 |
| THE SEATTLE PUBLIC LIBRARY FOUNDATION | |||||||
| 1000 FOURTH AVE | SEATTLE | WA | 98104 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $15,000 |
| THE SUNNYSIDE FOUNDATION INC | |||||||
| 14881 QUORUM DR | DALLAS | TX | 752546781 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $25,000 |
| TOHONO CHUL PARK | |||||||
| 7366 N PASEO DEL NORTE | TUCSON | AZ | 85704 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $800 |
| TRINITY ACADEMY | |||||||
| 2490 LEE BLVD 204 | CLEVELAND HEIGHTS | OH | 44118 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $20,500 |
| TUCSON FESTIVAL OF BOOKS | |||||||
| PO BOX 42466 | TUCSON | AZ | 85733 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $60,000 |
| TUCSON MUSEUM OF ART | |||||||
| 140 NORTH MAIN AVENUE | TUCSON | AZ | 85701 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $2,000 |
| TUCSON MUSEUM OF ART AND HISTORIC BLOCK | |||||||
| 140 NORTH MAIN AVENUE | TUCSON | AZ | 85701 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $5,000 |
| UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC | |||||||
| 10011 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $10,000 |
| UNITED WAY OF GREATER LORAIN COUNTY | |||||||
| 642 BROADWAY AVENUE | LORAIN | OH | 44052 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $49,000 |
| UNIVERSITY CIRCLE INCORPORATED | |||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 44106 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $20,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $6,400 |
| UNIVERSITY OF WASHINGTON FOUNDATION | |||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98105 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $25,000 |
| WELLINGTON EXEMPTED VILLAGE SCHOOLS | |||||||
| 305 UNION STREET | WELLINGTON | OH | 44090 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $500 |
| WEST SEATTLE FOOD BANK | |||||||
| 3419 SW MORGAN | SEATTLE | WA | 98126 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $4,868 |
| WOMEN'S FOUNDATION FOR THE STATE OF AZ | |||||||
| 7090 N ORACLE RD STE 178 PMB 2024 | TUCSON | AZ | 85704 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,300 |
| WORLD CENTRAL KITCHEN | |||||||
| 655 NEW YORK AVE NW FL 6 | WASHINGTON | DC | 20001 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $12,000 |
| YWCA OF SOUTHERN ARIZONA | |||||||
| 60 WEST ALAMEDA ROAD | TUCSON | AZ | 85701 | NONE | NC | UNRESTRICTED, MOST PRESSING NEED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,071,692 | 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 | $19 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $672,498 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,701 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,215,655 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,921,873 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,921,873 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF BETH K STOCKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1005 N ABBE ROAD | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,397 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $11,840 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,840 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $8,087,172 | $11,456,746 |
| FIXED INCOME MUTUAL FUNDS | $204 | $48 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PUBLICLY TRADED PARTNERSHIPS | AT COST | $15,716,504 | $15,803,764 |
| POOLED INVESTMENT FUNDS | AT COST | $5,002,894 | $7,836,985 |
| PRIVATELY HELD INVESTMENTS | AT COST | $2,999,965 | $3,479,634 |
| NON US COMMON STOCK | AT COST | $1,497,885 | $1,455,848 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE AND EQUIPMENT | $16,300 | $0 | $16,300 | $16,300 |
| COMPUTER EQUIPMENT | $49,111 | $0 | $49,111 | $49,111 |
| WEBSITE DESIGN | $13,500 | $0 | $13,500 | $13,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $76 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $76 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $851 | $851 | $851 |
| RECOVERABLE INCOME TAX | $44,800 | $44,800 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP K-1 INCOME RECORD ON BOOKS, NOT ON RETURN | $73,800 |
| WASH SALES | $18,559 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $3,094 | $0 | $3,094 |
| INSURANCE | $3,337 | $0 | $3,337 |
| OFFICE SUPPLIES | $2,551 | $0 | $2,551 |
| OHIO FILING FEE | $200 | $0 | $200 |
| MISCELLANEOUS | $7,816 | $0 | $7,816 |
| TELEPHONE | $1,782 | $0 | $1,782 |
| REPAIRS AND MAINTENANCE | $19,831 | $0 | $19,831 |
| WEBSITE EXPENSE | $2,500 | $0 | $2,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 GQG PARTNERS | $2,326 | $2,326 | $2,326 |
| K-1 NEWPORT ASIA | -$35,675 | -$35,675 | -$35,675 |
| K-1 WELLINGTON DIVERSIFIED INFLATION | $67,867 | $67,867 | $67,867 |
| K-1 WELLINGTON INTERNATIONAL QUALITY | -$6,182 | -$6,182 | -$6,182 |
| K-1 WELLINGTON MICRO CAP | $5,435 | $5,435 | $5,435 |
| K-1 WELLINGTON RESEARCH EQUITY | -$2,026 | -$2,026 | -$2,026 |
| MISCELLANEOUS INCOME | $1,956 | $1,956 | $1,956 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCE - INTEREST AND DIVIDENDS | $9,167 |
| BOOK TO TAX CAPITAL GAINS | $133,556 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $42,200 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST MANAGEMENT FEE | $207,247 | $207,247 | $0 |
| CONSULTANTS | $30,000 | $0 | $30,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $24,105 | $0 | $0 |
| PAYROLL TAXES | $18,862 | $0 | $18,862 |
| FOREIGN TAX | $30,669 | $30,669 | $0 |