TRIPLE T FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TRIPLE T FOUNDATION (EIN 34-1811968)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-19
- IRS object ID
- 202312929349100221
- 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
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-19T15:00:21-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341310124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REA & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE RD | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | 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 | 341811968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRIPLE T FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRIP | BusinessNameControlTxt |
| Phone | 2166894480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 800 | AddressLine1Txt |
| City | CHARDON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN JONES | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2166894480 | PhoneNum |
| Signature | 2023-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WARREN | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DORIS A DAY CPA | PreparerPersonNm |
| PTIN | P01081737 | PTIN |
| Phone | 2165732330 | PhoneNum |
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 | $34,655,999 | 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 | $255,398 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $851 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $851 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $669,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $669,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $427,895 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,391,638 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $427,895 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,459 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $520 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,355,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,098,717 | 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 | $10,557 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,557 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,435 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,235 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $200 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $188,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,271 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,257 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,787,327 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,787,327 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,975,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,271 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,801,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$620,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $942,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,847 | CashBOYAmt |
| Cash EOY | $20,019 | CashEOYAmt |
| Cash EOYFMV | $20,019 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,388,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $560,960 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $560,960 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,846,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,671,287 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,972,149 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,774,395 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,403,733 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,400,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,202,064 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,655,999 | 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 | $17,400,241 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,202,064 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,400,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,202,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,400,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,202,064 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,400,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$620,708 | ExcessRevenueOverExpensesAmt |
| Other Increases | $422,531 | OtherIncreasesAmt |
| Subtotal | $17,202,064 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,202,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FD A PREFERRED APART COMM | 2022-06-24 | $6,000 | $4,301 | $1,699 | $1,699 |
| ZYNGA | 2022-05-24 | $40,169 | $29,847 | $10,322 | $10,322 |
| WOODSIDE SPINOFF | 2022-05-24 | $1,720 | $1,720 | $1,720 | |
| TELEFONICA S A | 2022-06-02 | $3,602 | $3,602 | $3,602 | |
| ZENDESK | 2022-11-23 | $27,125 | $29,997 | -$2,872 | -$2,872 |
| KEY MAIN SALES | 2022-12-31 | $1,296,578 | $886,131 | $410,447 | $410,447 |
| WHC VENTURES 2013 QSBS | 2022-12-31 | $498 | $130 | $368 | $368 |
| WHC VENTURES 2013 S-T | 2022-12-31 | $5 | $5 | $5 | |
| WHC VENTURES 2013 L-T | 2022-12-31 | $854 | $854 | $854 | |
| WHC VENTURES 2009-1 S-T | 2022-12-31 | $24 | -$24 | -$24 | |
| WHC VENTURES 2009-1 L-T | 2022-12-31 | $5,831 | -$5,831 | -$5,831 | |
| WHC VENTURES 2009-1 QSBS | 2022-12-31 | $11,803 | $6,535 | $5,268 | $5,268 |
| LEGACY VENTURE X, LLC S-T | 2022-12-31 | $947 | -$947 | -$947 | |
| LEGACY VENTURE X, LLC L-T | 2022-12-31 | $3,284 | $3,284 | $3,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $427,895 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,100 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,100 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,400 | 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 | $18,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $5,296 | OverpaymentAmt |
| Applied To ES Tax | $5,296 | 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 | REA ASSOCIATES | IndividualWithBooksNm |
| Phone | 2165732330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE ROAD SUITE 100 | AddressLine1Txt |
| City | INDEPENDENCE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44130 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALISON JONES | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| WARREN JONES | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDITH BASTIAN | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN NORDELL | ||||||||
| PO BOX 800 | CHARDON | OH | 44024 | CO-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 |
| 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 | $35,326,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $987,623 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,313,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,313,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $544,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,769,032 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,788,452 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,788,452 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,100 | TotalTaxAmt |
| Distributable Before Adj | $1,775,352 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,775,352 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,775,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,801,584 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,801,584 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,775,352 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,772,523 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,801,584 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,772,523 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,061 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,746,291 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (166 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| 4 PAWS FOR ABILITY | |||||||||
| 207 DAYTON AVENUE | XENIA | OH | 45385 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| ADVANTAGECLE TENNIS AND EDUCATION INC | |||||||||
| PO BOX 43063 | CLEVELAND | OH | 44143 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| ALL SAINTS PARISH | |||||||||
| 1773 BEACON STREET | BROOKLINE | MA | 02445 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | N/A | 501(C)(3) | GENERAL PURPOSES | $550 | ||
| AMERICAN RED CROSS | |||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| AMERICAN REPERTORY THEATER | |||||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 021383443 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| ANIMAL LEGAL DEFENSE FUND | |||||||||
| 525 EAST COLATI AVENUE | COTATI | CA | 94931 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| AOPA FOUNDATION | |||||||||
| 421 AVIATION WAY | FREDERICK | MD | 217014756 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| APPALACHIAN MOUNTAIN CLUB | |||||||||
| 10 CITY SQUARE | BOSTON | MA | 02125 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| ASA COX FOUNDATION | |||||||||
| 1505 MADISON AVENUE | PAINESVILLE | OH | 44077 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| ASHLAND UNIVERSITY | |||||||||
| 401 COLLEGE AVENUE | ASHLAND | OH | 44805 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||
| ASPCA | |||||||||
| PO BOX 96929 | WASHINGTON | DC | 200906929 | N/A | 501(C)(3) | GENERAL PURPOSES | $4,470 | ||
| BETA THETA PI FOUNDATION | |||||||||
| 5124 BONHAM ROAD | OXFORD | OH | 45056 | N/A | 501(C)(3) | GENERAL PURPOSES | $650 | ||
| BISHOPACCOUNTABILITY ORG INC | |||||||||
| PO BOX 541375 | WALTHAM | MA | 024541375 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| BROOKWOOD SCHOOL | |||||||||
| 1 BROOKWOOD ROAD | MANCHESTER | NH | 01944 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| BUCKNELL UNIVERSITY | |||||||||
| ONE DENT DRIVE | LEWIBURG | PA | 178379988 | N/A | 501(C)(3) | GENERAL PURPOSES | $50 | ||
| CALVARY HOSPITAL | |||||||||
| 1740 EACHESTER ROAD | THE BRONX | NY | 10461 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| CARE | |||||||||
| PO BOX 1870 | MERRIFIELD | VA | 221168070 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||
| CASE ALUMNI FOUNDATION | |||||||||
| 10900 EUCLID AVENUE 109 | CLEVELAND | OH | 441061712 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| CASE WESTERN RESERVE UNIVERSITY | |||||||||
| 10950 EUCLID AVENUE ROOM 212 | CLEVELAND | OH | 441061712 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,250 | ||
| CELEBRITY SERIES OF BOSTON INC | |||||||||
| 20 PARK PLACE SUITE 1032 | BOSTON | MA | 02116 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| CENTER FOR REGENERATIVE AGRICULTURE | |||||||||
| PO BOX 973 | OJAI | IL | 60601 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| CENTER FOR TECHNOLOGY AND CIVIC LIFE | |||||||||
| 233 N MICHIGAN AVE STE 1800 | CHICAGO | IL | 60601 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| CHARLES RIVER SCHOOL | |||||||||
| 56 CENTER STREET | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $25,750 | ||
| CHARLES RIVER WATERSHED ASSOCIATION | |||||||||
| 190 PARK ROAD | WESTON | MA | 02493 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | ||
| CHILDREN'S CENTER FOR COMMUNICATION | |||||||||
| 6 ECHO AVENUE | BEVERLY | MA | 01915 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| CITY OF HOPE | |||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | N/A | 501(C)(3) | PUBLIC BENEFIT | $600 | ||
| CLEVELAND BOTANICAL GARDEN | |||||||||
| 11030 EAST BLVD | CLEVELAND | OH | 441061706 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| CLEVELAND CLINIC FOUNDATION | |||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | ||
| CLEVELAND FOUNDRY | |||||||||
| 1831 COLUMBUS ROAD | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| CLEVELAND HEARING AND SPEECH CENTER | |||||||||
| 11206 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $78,000 | ||
| CLEVELAND METROPARKS | |||||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44144 | N/A | 501(C)(3) | PUBLIC BENEFIT | $500 | ||
| CLEVELAND MUSEUM OF ART | |||||||||
| 11150 EAST BOULEVARD | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||||
| 1 WADE OVAL DRIVE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | ||
| CLEVELAND ROWING FOUNDATION | |||||||||
| 1003 BRITISH STREET | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| CLEVELAND ZOOLOGICAL FOUNDATION | |||||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| COLLEGE OF ST SCHOLASTICA | |||||||||
| 1200 KENWOOD AVENUE | BDULUTH | MN | 55811 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| COMMON WEALTH SHAKESPEER COMPANY | |||||||||
| 101 ARCH STREET 8TH FL | BOSTON | MA | 021101130 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| COMMUNITY ROWING INC | |||||||||
| 20 NONANTUM ROAD | BRIGHTON | MA | 021352448 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| COUNTRY MUSIC FOUNDATION INC | |||||||||
| 222 FIFTH AVENUE SOUTH | NASHVILLE | TN | 37203 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||
| CULTURAL ALLIANCE OF MEDFIELD | |||||||||
| 3 ALDER ROAD | MEDFIELD | MA | 020523101 | N/A | 501(C)(3) | GENERAL PURPOSES | $15,000 | ||
| CURE ALZHEIMER'S FUND | |||||||||
| 34 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | N/A | 501(C)(3) | GENERAL PURPOSES | $21,000 | ||
| DC CENTRAL KITCHEN | |||||||||
| PO BOX 417406 | BOSTON | MA | 022417406 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| DANA-FERBER CANCER INSTITUTE | |||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,100 | ||
| DIDI HIRSCH PSYCHIATRIC SERVICE | |||||||||
| 4760 S SEPULVEDA BLVD | CULVER CITY | CA | 90230 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| DIVERS ALERT NETWORK | |||||||||
| 6 WEST COLONY PLACE | DURHAM | NC | 277055588 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| DOCTORS WITHOUT BORDERS | |||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | 501(C)(3) | GENERAL PURPOSES | $55,000 | ||
| DOVER HISTORICAL SOCIETY INC | |||||||||
| PO BOX 534 | DOVER | MA | 020300534 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| DOVER LAND CONSERVATION TRUST | |||||||||
| PO BOX 562 | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| ELECTRONIC FRONTIER FOUNDATION | |||||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| EQUINE LAND CONSERVATION RESOURCE | |||||||||
| 4037 IRON WORK PARKWAY SUITE 120 | LEXINGTON | KY | 405118462 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| ESSELSTYN FAMILY FOUNDATION | |||||||||
| 3 PEPPER RIDGE ROAD | CLEVELAND | OH | 441244904 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| FARESTART | |||||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||||
| 16497 SNYDER ROAD | CHARGIN FALLS | OH | 44023 | N/A | 501(C)(3) | GENERAL PURPOSES | $18,000 | ||
| FINE ARTS ASSOCIATION | |||||||||
| 38660 MENTOR AVENUE | WAILLOUGHBY | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $6,000 | ||
| FOOD TANK THE THINK TANK FOR FOOD | |||||||||
| 1915 BANK STREET | BALTIMORE | MD | 21231 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| FOOTPATH FOUNDATION | |||||||||
| 2839 WATERFALL WAY | WESTLAKE | OH | 441456866 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| FOUR PAWS INTERNATIONAL | |||||||||
| 36 BROMFIELD ST STE 410 | BOSTON | MA | 021085208 | N/A | 501(C)(3) | GENERAL PURPOSES | $21,000 | ||
| FREEDOM FROM RELIGION FOUNDATION | |||||||||
| PO BOX 750 | MADISON | WI | 53701 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| FRIENDS OF ANIMALS | |||||||||
| 777 POST ROAD SUITE 205 | DARIEN | CT | 06820 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| FRIENDS OF DOVER LIABRARY | |||||||||
| PO BOX 669 | DOVER | MA | 02030 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| GATES MILLS HISTORICAL SOCIETY | |||||||||
| PO BOX 191 | GATES MILLS | OH | 44040 | N/A | 501(C)(3) | GENERAL PURPOSES | $200 | ||
| GATES MILLS IMPROVEMENT SOCIETY | |||||||||
| PO BOX 191 | GATES MILLS | OH | 440400354 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| GATES MILLS LAND CONSERVANCY | |||||||||
| PO BOX 13 | GATES MILLS | OH | 44040 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| GEAUGA COUNTY 4-H | |||||||||
| PO BOX 387 | BURTON | OH | 44021 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| GEAUGA HUAMANE SOCIETY | |||||||||
| 15463 CHILLICOTHE ROAD | NOVELTY | OH | 440729646 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| GEORGE Y POCOCK ROWING FOUNDATION | |||||||||
| 3320 FUHRMAN AVENUE EAST | SEATTLE | WA | 98102 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | ||
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 217093543 | N/A | 501(C)(3) | GENERAL PURPOSES | $290 | ||
| HALE RESERVATION INC | |||||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| HARVARD UNIVERSITY | |||||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,300 | ||
| HATHAWAY BROWN SCHOOL | |||||||||
| 19600 NORTHPARK BLVD | SHAKER HEIGHTS | OH | 44122 | N/A | 501(C)(3) | GENERAL PURPOSES | $14,000 | ||
| HELP FOUNDATION | |||||||||
| 26900 EUCLID AVENUE | EUCLID | OH | 441323404 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| HIRAM HOUSE | |||||||||
| 33775 HIRAM TRAIL | CHARGIN FALLS | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | ||
| HOLDEN FORESTS AND GARDENS | |||||||||
| 9500 SPERRY ROAD | KIRTLAND | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $202,500 | ||
| HOMEBOY INDUSTRIES | |||||||||
| 130 WEST BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| HOPEWELL INN INC | |||||||||
| PO BOX 193 | MESPOTAMIA | OH | 44439 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| HORSES AND HUAMNS RESEARCH FOUNATION TRUST | |||||||||
| PO BOX 480 | CHARGIN FALLS | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| HUMANE SOCIETY INTERNATIONAL | |||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| INTERNATIONAL COMMITTEE OF THE RED CROSS | |||||||||
| N/A | 501(C)(3) | GENERAL PURPOSES | $100,000 | 19 AVENUE DE LA PAIX | SZ | ||||
| INTERNATIONAL DARK-SKY ASSOCIATION INC | |||||||||
| 5049 E BROADWAY BLVD STE 105 | TUCSON | AZ | 85711 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| INTERNATIONAL MEDICAL CORP | |||||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 911992156 | N/A | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||
| JULIE BILLART SCHOOL | |||||||||
| 4982 CLUBSIDE ROAD | LYNDHURST | OH | 44124 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||
| KIDS HOPE USE | |||||||||
| 201 W WASHINGTON AVENUE SUITE 20 | ZEELAND | MI | 494641086 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| KISS THE GROUND | |||||||||
| PO BOX 515381 PMB 63508 | LOS ANGLEES | CA | 900516681 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| LAKE ERIE COLLEGE | |||||||||
| 391 W WASHINGTON STREET | PAINESVILLE | OH | 44077 | N/A | 501(C)(3) | GENERAL PURPOSES | $17,500 | ||
| LAKEVIEW CEMETERY FOUNDATION | |||||||||
| 12316 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,550 | ||
| LEWA WILDLIFE CONSERVANCY | |||||||||
| PO BOX 4449 | NEW YORK | NY | 10163 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| LUCY BURNS INSTITUE | |||||||||
| 8383 GREENWAY BLVD SUITE 600 | MIDDLETON | WI | 53562 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| MADERIA SCHOOL | |||||||||
| 8328 GEORGETOWN PIKE | MCLEAN | VA | 22102 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| MASSACHUSETTS AUDUBON SOCIETY | |||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| MASSACHUSETTS EYE AND EAR INFIRMARY | |||||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| MASSARO COMMUNITY FARM | |||||||||
| 41 FORD ROAD | WOODRIDGE | CT | 065251727 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| MATHCOUNTS FOUNDATION | |||||||||
| 1420 KING STREET | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| METROHEALTH FOUNDATION | |||||||||
| 2500 METROHEALTH DRIVE 125A | CLEVELAND | OH | 44109 | N/A | 501(C)(3) | GENERAL PURPOSES | $9,000 | ||
| MILTON ACADEMY | |||||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,800 | ||
| MSPCA-ANGELL | |||||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,100 | ||
| MUSEUM OF FINE ARTS | |||||||||
| 465 HUNGTINGTON AVENUE | BOSOTN | MA | 02115 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| MUSEUM OF SCIENCE | |||||||||
| 1 SCIENCE PARK | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,100 | ||
| NATIONAL KIDNEY FOUNDATION | |||||||||
| 209 WEST CENTRAL STREET STE 207 | NATICK | MA | 01760 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| NATIONAL OUTDOOR LEADERSHIP SCHOOL | |||||||||
| 284 LINCOLN STREET | LANDER | WY | 825202848 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | ||
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||||
| 777 6 TH STREET NW SUITE 700 | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| NATIONAL ROWING FOUNDATION INC | |||||||||
| 67 MYSTIC ROAD | STONINGTON | CT | 06359 | N/A | 501(C)(3) | GENERAL PURPOSES | $250 | ||
| NATIVE PLANT TRUST | |||||||||
| 180 HEMENWAY ROAD | FRAMINGHAM | MA | 01701 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| NEADS | |||||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,390 | ||
| NEW ENGLAND AQUARIUM | |||||||||
| 1 CENTRAL WHARF | BOSTON | MA | 02110 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,100 | ||
| NEW ENGLAND MOUNTAIN BIKE ASSOCIATION | |||||||||
| PO BOX 2221 | ACTON | MA | 017206221 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| NEW YORK ROAD RUNNERS | |||||||||
| 320 WEST 57TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| NORTE DAME SCHOOL | |||||||||
| 13000 AUBURN ROAD | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| PARKSIDE CHURCH | |||||||||
| 7100 PETTIBONE ROAD | CHARGIN FALLS | OH | 44023 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,400 | ||
| PERKINS SCHOOL FOR THE BLIND | |||||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 024722751 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | ||
| PIANA INTERNATIONAL ASSN OF NORTHERN OHIO | |||||||||
| 20600 CHARGIN BLVD SUITE 1110 | SHAKER HEIGHTS | OH | 441225342 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| PINE HARBOR CHRISTIAN ACADEMY | |||||||||
| 11125 WEST POINT DOUGLAS ROAD | HASTINGS | MN | 02118 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| PINE STREET INN | |||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| PLANTPURE COMMUNITES | |||||||||
| 101 EAST CLAY STREET | MEBANE | NC | 27302 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| PLAYHOUSE SQUARE FOUNDATION | |||||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| PRO PUBLICA INC | |||||||||
| 155 AVENUE OF AMERICANS 13TH FL | NEW YORK | NY | 10013 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| PROTECT OUR WINTERS | |||||||||
| 4676 BROADWAY STREET | BOULDER | CO | 803042219 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| PROVIDENCE HOUSE INC | |||||||||
| 2050 W 32ND STREET | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | ||
| RED OAK CMAP | |||||||||
| 9057 KIRTLAND-CHARDON ROAD | CHARDON | OH | 44024 | N/A | 501(C)(3) | GENERAL PURPOSES | $622,197 | ||
| REGENERATIVE AGRICULTURE FOUNDATION | |||||||||
| PO BOX 7276 | MINNEAPOLIS | MN | 554079998 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| RID-ALL FOUNDATION INC | |||||||||
| 3751 PROSPECT AVENUE E | CLEVELAND | OH | 441142700 | N/A | 501(C)(3) | GENERAL PURPOSES | $700 | ||
| ROSIE'S PLACE | |||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| SAINT ANN'S SCHOOL | |||||||||
| 129 PIERREPONT STREET | BROOKLYN HEIGHTS | NY | 11201 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| SHINERS HOSPITALS FOR CHILDREN | |||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| SHOES AND CLOTHES FOR KIDS | |||||||||
| 3500 LORAIN AVENUE SUITE 301 | CLEVELAND | OH | 44113 | N/A | 501(C)(3) | GENERAL PURPOSES | $800 | ||
| SMITH COLLEGE | |||||||||
| 7 COLLEGE LANE | NORTHAMPTON | MA | 01063 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,000 | ||
| SOUL FIRE FARM INSTITUTE | |||||||||
| 1972 NY HWY 2 | PETERSBURRG | NY | 12138 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| SOUTHERN POVERTY LAW CENTER | |||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| SPCA INTERNATIONAL | |||||||||
| PO BOX 8682 | NEW YORK | NY | 10016 | N/A | 501(C)(3) | GENERAL PURPOSES | $21,000 | ||
| ST HUBERT'S CHAPEL | |||||||||
| 8870 BALDWIN ROAD | KIRTLAND | OH | 44094 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,100 | ||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | GENERAL PURPOSES | $30,000 | ||
| STRAY PETS IN NEED OF MASSACHUSETTS | |||||||||
| 5 OVERBROOK TERRACE | NATICK | MA | 01760 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| SUMMER ON THE CUYAHOGA | |||||||||
| PO BOX 110662 | CLEVELAND | OH | 441110662 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | ||
| TACTICAL REINTEGRATION PROJECT | |||||||||
| 213 BOYLSTON ST | BROOKLINE | MA | 024457642 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| THE ELEPHANT SANCTUARY | |||||||||
| PO BOX 393 | HOHENWALD | TN | 38462 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA | |||||||||
| 30 S 17TH ST 11TH FL | PHILIADELPHIA | PA | 191034011 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| THE HERTIGAGE FOUNDATION | |||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | N/A | 501(C)(3) | GENERAL PURPOSES | $300 | ||
| THE JAPAN SOCIETY OF BOSTON | |||||||||
| 50 MILK STREET 18TH FL | BOSTON | MA | 021095003 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| THE JED FOUNDATION | |||||||||
| PO BOX 412945 | BOSTON | MA | 02241 | N/A | 501(C)(3) | GENERAL PURPOSES | $490 | ||
| THE MARINE MAMMAL CENTER | |||||||||
| 2000 BUNKER ROAD | SAUSOLITO | CA | 949652619 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| THE NATURE CONSERVANCY INC OHIO CHAPTER | |||||||||
| 6375 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| THE USO | |||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,310 | ||
| THE WINSOR SCHOOL | |||||||||
| 103 PILGRIM ROAD | BOSTON | OH | 02215 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,500 | ||
| TRUSTEES OF BOSTON UNIVERISTY | |||||||||
| 881 COMMONWEALTH AVENUE 4TH FL | BOSTON | MA | 022151390 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,040 | ||
| TRUSTEES OF RESERVATIONS | |||||||||
| 572 ESSEX STREET | BOSTON | MA | 01915 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,500 | ||
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | |||||||||
| 2929 WALNUT STREET SUITE 300 | PHILIDELPHIA | PA | 191045099 | N/A | 501(C)(3) | GENERAL PURPOSES | $8,100 | ||
| US EQUESTRIAN TEAM FOUNDATION | |||||||||
| PO BOX 355 | GLADSTONE | NJ | 079349955 | N/A | 501(C)(3) | GENERAL PURPOSES | $2,500 | ||
| USROWING ASSOCIATION LB#2162 | |||||||||
| PO BOX 95000 | PHILADELPHIA | PA | 191950001 | N/A | 501(C)(3) | GENERAL PURPOSES | $750 | ||
| UNHCR | |||||||||
| 1310 L STREET NW SUITE 450 | PHILADELPHIA | PA | 20005 | N/A | 501(C)(3) | GENERAL PURPOSES | $20,000 | ||
| UNICEF | |||||||||
| 125 MALDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) | GENERAL PURPOSES | $30,000 | ||
| UNIVERSITY CIRCLE INC | |||||||||
| 10831 MAGNOLIA DRIVE | CLEVELAND | OH | 441061887 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| UNIVERSITY HOSPITALS | |||||||||
| PO BOX 94554 | CLEVELAND | OH | 441014554 | N/A | 501(C)(3) | GENERAL PURPOSES | $10,000 | ||
| UNIVERSITY SCHOOL | |||||||||
| 2785 SOM CENTER ROAD | HUNTING VALLEY | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $9,500 | ||
| V FOUNDATION FOR CANCER RESEARCH | |||||||||
| 14600 WESTON PARKWAY | CARY | NC | 27513 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| VILLAGE OF WAITE HILL | |||||||||
| 7215 EAGLE ROAD | WAITE HILL | OH | 44094 | N/A | 501(C)(3) | PUBLIC BENEFIT | $2,000 | ||
| WASHINGTON UNIVERSITY | |||||||||
| CAMPUS BOX 1082 ONE BROOKINGS DRIVE | ST LIOUS | MO | 63130 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 441061788 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,500 | ||
| WESTERN RESERVE LAND CONSERVACY | |||||||||
| 3850 CHARGIN RIVER ROAD | MORELAND HILLS | OH | 44022 | N/A | 501(C)(3) | GENERAL PURPOSES | $43,140 | ||
| WGBH EDUCATIONAL FOUNDATION | |||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | 501(C)(3) | GENERAL PURPOSES | $1,000 | ||
| WIKIMEDIA EDUCATIONAL FOUNDATION | |||||||||
| PO BOX 98204 | WAHINGTON | DC | 200908204 | N/A | 501(C)(3) | GENERAL PURPOSES | $100 | ||
| WILLIAMS COLLEGE | |||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | 501(C)(3) | GENERAL PURPOSES | $5,000 | ||
| WORLD CENTRAL KITCHEN INC | |||||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL PURPOSES | $50,000 | ||
| WORLD WILDLIFE FUND | |||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | N/A | 501(C)(3) | GENERAL PURPOSES | $3,000 | ||
| YALE ALUMNI SCHOLARSHIP OF CLEVELAND INC | |||||||||
| 1120 CHESTER AVENUE SUITE 470 | CLEVELAND | OH | 441143514 | N/A | 501(C)(3) | GENERAL PURPOSES | $500 | ||
| YALE UNIVERSITY | |||||||||
| PO BOX 2038 | NEW HAVEN | CT | 065212038 | N/A | 501(C)(3) | GENERAL PURPOSES | $37,400 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,787,327 | 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 | $851 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $669,451 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $520 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $427,895 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $939 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,459 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,098,197 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,099,656 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALISON C JONES 1999 CLUT | ||||||
| 1 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $97,225 | Yes (X) |
| ALISON AND THEODORE JONES 1997 CLUT | ||||||
| 2 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $125,477 | Yes (X) |
| EDITH J BASTIAN 2001 CLUT | ||||||
| 3 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $16,286 | Yes (X) |
| ELLEN W JONES NORDELL 2001 CLUT | ||||||
| 4 | C/O KEYBANK NA | BROOKLYN | OH | 44144 | $16,410 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (155 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 14,940 EXXON MOBIL CORP | $554,558 | $1,647,882 |
| 4,361 CHEVRON COPR | $435,573 | $782,756 |
| 4,415 JP MORGAN CHASE & CO | $404,660 | $592,052 |
| 6,440 PROCTER & GAMBLE CO | $359,908 | $976,046 |
| 405 EQUINIX INC | $266,861 | $265,287 |
| 1,090 AMERICAN TOWER CORP | $261,544 | $230,927 |
| 935 SBA COMMUNICATIONS CORP | $260,789 | $262,090 |
| 2,660 PROLOGIS INC | $260,568 | $299,862 |
| 4,650 VERIZON COMMUNICATIONS INC | $255,591 | $183,210 |
| 1,630 CROWN CASTLE INC | $254,700 | $221,093 |
| 3,580 WELLTOWER INC | $238,944 | $234,669 |
| 1,260 AVALONBAY COMMUNITIES INC | $238,414 | $203,515 |
| 2,304 HOME DEPOT INC | $213,995 | $727,741 |
| 950 PUBLIC STORAGE | $212,298 | $266,181 |
| 4,710 WELLS FARGO CO | $199,605 | $194,476 |
| 1,300 DIGITAL REALTY TRUST INC | $184,407 | $130,351 |
| 5,437 ORACLE CORP | $177,120 | $444,420 |
| 2,830 COMCAST CORP | $154,895 | $98,965 |
| 2,150 EQUITY RESIDENTIAL | $150,616 | $126,850 |
| 21,812 PFIZER INC | $146,770 | $1,117,647 |
| 89 BOOKING HOLDINGS INC | $129,849 | $179,360 |
| 2,190 PEPSICO INC | $121,909 | $395,645 |
| 1,710 LILLY ELI & CO | $120,549 | $625,586 |
| 810 MASTERCARD INC | $117,479 | $281,661 |
| 580 LOCKHEED MARTIN CORP | $114,642 | $282,164 |
| 6,570 BANK OF AMERICA CORP | $112,396 | $217,598 |
| 477 BECTON DICKINSON & CO | $110,685 | $121,301 |
| 2,460 CVS HEALTH CORPORATION | $108,721 | $229,247 |
| 4,460 AT&T INC | $108,483 | $82,109 |
| 1,530 PAYPAL HOLDINGS INC | $105,855 | $108,967 |
| 2,880 EBAY INC | $97,900 | $119,434 |
| 1,126 OCCIDENTAL PETE CORP DEL | $94,978 | $70,927 |
| 640 SIMON PROPERTY GROUP INC | $93,545 | $75,187 |
| 784 SALESFORCE INC | $90,594 | $103,951 |
| 2,760 ABBOT LABS COM | $90,556 | $303,020 |
| 13,020 HEWLETT PACKARD ENTERPRISE CO | $88,864 | $207,799 |
| 2,175 DXC TECHNOLOGY CO | $82,996 | $57,638 |
| 830 CBRE GROUP INC | $75,001 | $63,877 |
| 1,340 DOLLAR TREE INC | $74,105 | $189,530 |
| 6,840 AMERICAN EXPRESS CO | $71,878 | $1,010,610 |
| 550 BOEING CO | $70,934 | $104,770 |
| 2,085 HONEYWELL INTERNATIONAL | $67,189 | $446,816 |
| 2,838 AMPHENOL CORP | $66,246 | $216,085 |
| 2,090 WEYERHAEUSER CO | $65,005 | $64,790 |
| 366 GLOBAL PAYMENTS INC | $59,730 | $36,351 |
| 930 QUALCOMM INC | $59,585 | $102,244 |
| 938 JOHNSON & JOHNSON | $57,253 | $165,698 |
| 2,327 MARVELL TECNOLOGY INC | $52,825 | $86,192 |
| 870 NORTHERN TR CORP | $47,554 | $76,986 |
| 1,000 ANNALY CAPITAL MANAGEMENT INC | $47,182 | $21,080 |
| 228 L3HARRIS TECHNOLOGIES INC | $45,393 | $47,472 |
| 970 KELLOG CO | $42,214 | $69,103 |
| 3,104 BRISTOL-MYERS SQUIBB CO | $42,160 | $223,333 |
| 2,500 MICROSOFT CORP | $40,619 | $599,550 |
| 650 PNC FINANCIAL SERVICES | $39,414 | $102,661 |
| 770 SKYWORKS SOLUTIONS INC | $39,318 | $70,170 |
| 3,820 TJX COS INC NEW | $38,148 | $304,072 |
| 1,228 DOMO INC | $36,435 | $17,486 |
| 1,078 WARNER BROS DISCOVERY INC | $33,781 | $10,219 |
| 2,675 ZUORA INC | $33,599 | $17,013 |
| 970 OMNICOM GROUP INC | $32,290 | $79,123 |
| 1,907 RESIDEO TECHNOLOGIES INC | $32,092 | $31,370 |
| 3,659 BAXTER INTERNATIONAL INC | $31,785 | $186,499 |
| 450 HUMANA INC | $31,492 | $230,486 |
| 310 TD SYNNEX CORP | $31,462 | $29,360 |
| 240 SPLUNK INC | $30,910 | $20,662 |
| 230 HEICO CORP | $30,890 | $35,337 |
| 1,253 ADVANSIX INC | $30,881 | $47,639 |
| 250 LHC GROUP INC | $30,547 | $40,423 |
| 4,138 LINCOLN NATL CORP IND | $30,496 | $127,119 |
| 510 SKYWEST INC | $30,488 | $8,420 |
| 230 WALMART INC | $30,396 | $32,612 |
| 390 TETRA TECH INC NEW | $30,346 | $56,624 |
| 136 S&P GLOBAL INC | $30,176 | $45,552 |
| 450 EDWARDS LIFESCIENCES CORP | $30,160 | $33,575 |
| 360 AKAMAI TECHNOLOGIES | $30,159 | $30,348 |
| 660 MICROCHIP TECHNOLOGY INC | $30,058 | $46,365 |
| 260 EXACT SCIENCES CORP | $29,953 | $12,873 |
| 370 LEIDOS HOLDINGS INC | $29,925 | $38,920 |
| 1,470 DARLING INGREDIENTS INC | $29,906 | $92,007 |
| 230 SYNOPSYS INC | $29,847 | $73,437 |
| 390 PTC INC | $29,785 | $46,816 |
| 340 REPLIGEN CORP | $29,766 | $57,565 |
| 560 CENTENE COPR | $29,718 | $45,926 |
| 400 MERCURY SYSTEMS INC | $29,713 | $17,896 |
| 900 WALGREENS BOOTS ALLIANCE INC | $29,666 | $33,624 |
| 1,040 COLGATE PALMOLIVE CO | $29,567 | $81,942 |
| 140 CACI INTL INC | $29,519 | $42,083 |
| 160 EPAM SYSTEMS INC | $29,483 | $52,438 |
| 960 ADVANCED MICRO DEVICES INC | $29,342 | $62,179 |
| 140 ZEBRA TECNOLOGIES CORP | $29,235 | $35,897 |
| 80 ROPER TECHNOLOGIES INC | $29,195 | $34,567 |
| 600 LENNAR CORP | $28,729 | $54,300 |
| 610 MERIT MED SYS INC | $28,683 | $43,078 |
| 100 FLEETCOR TECHNOLOGIES INC | $28,271 | $18,368 |
| 145 BLACKROCK INC | $28,224 | $102,751 |
| 2,000 BERKSHIRE HATHAWAY INC | $28,117 | $617,800 |
| 60 TRANSDIGM GROUP INC | $27,678 | $37,779 |
| 6,160 APPLE INC | $24,104 | $800,369 |
| 8,125 PURE STORAGE INC | $23,598 | $217,425 |
| 198 TAKE-TWO INTERACTIVE SOFTWARE | $22,992 | $20,618 |
| 496 3M CO COM | $21,174 | $59,480 |
| 1,147 SABRA HEALTHCARE REIT INC | $19,650 | $14,257 |
| 550 TRAVELERS COS INC | $18,776 | $103,120 |
| 60 ESSEX PPTY TR INC | $17,978 | $12,715 |
| 1,225 SCHWAB CHARLES CORP NEW | $17,827 | $101,994 |
| 4,973 OKTA INC | $16,245 | $339,805 |
| 170 FISERV | $15,596 | $17,182 |
| 8068 AIRBNB INC | $15,232 | $689,814 |
| 733 CISCO SYS INC | $13,626 | $34,920 |
| 290 ILLINOIS TOOL WKS INC | $13,603 | $63,887 |
| 7,400 HP INC | $13,361 | $198,838 |
| 8,372 RAYTHEON TECHNOLOGIES CORP | $11,902 | $844,902 |
| 1,790 ABBVIE INC | $11,162 | $289,282 |
| 948 SERVICENOW INC | $9,670 | $368,080 |
| 2,780 BANK OF NEW YORK MELLON CORP | $9,197 | $126,546 |
| 662 DROPBOX INC | $9,021 | $14,816 |
| 2,706 VIATRIS INC | $8,365 | $30,118 |
| 3,997 SUMO LOGIC INC | $8,234 | $32,376 |
| 524 VENTAS INC | $7,931 | $23,606 |
| 400 EVERSOURCE ENERGY | $7,674 | $33,536 |
| 97 WABTEC CORP | $7,572 | $9,682 |
| 1,241 AMERIPRISE FINANCIAL INC | $6,987 | $386,410 |
| 233 TARGET CORP | $6,916 | $34,726 |
| 1,040 ARISTA NETWORKS INC | $6,783 | $126,204 |
| 4,696 OTIS WORLDWIDE CORP | $6,003 | $367,744 |
| 50 LYONDELLBASELL INDUSTRIES | $5,269 | $4,152 |
| 150 CISCO SYS INC | $5,157 | $7,146 |
| 100 BANK OF NEW YORK MELLON CORP | $5,130 | $4,552 |
| 80 VENTAS INC | $5,106 | $3,604 |
| 110 SANOFI SPONS ADR | $5,042 | $5,327 |
| 100 RIO TINTO PLC SPONS ADR | $5,011 | $7,120 |
| 110 VERIZON COMMUNICATIONS INC | $4,970 | $4,334 |
| 180 STAG INDUSTRIAL INC | $4,966 | $5,816 |
| 70 W P CAREY INC | $4,909 | $5,471 |
| 60 VALERO ENERGY CORPORATION | $4,895 | $7,612 |
| 450 GLOBE LIFE INC | $4,870 | $54,248 |
| 190 STORE CAPITAL CORP | $4,857 | $6,091 |
| 220 TANGER FACTORY OULET | $4,834 | $3,947 |
| 180 OMEGA HEALTHCARE INVS INC | $4,687 | $5,031 |
| 2,278 GENERAL ELECTRIC CO | $4,657 | $190,874 |
| 30 AMERICAN TOWER CORP | $4,620 | $6,356 |
| 40 CROWN CASTLE INC | $4,301 | $5,426 |
| 20 PUBLIC STORAGE | $4,265 | $5,604 |
| 9,392 CARRIER GLOBAL CORP | $4,004 | $387,420 |
| 167 DEVON ENERGY CORP | $3,304 | $10,272 |
| 193 META PLATFORMS INC | $3,282 | $23,226 |
| 55 TARGET CORP | $3,187 | $8,197 |
| 200 RPM INTERNATIONAL INC | $3,072 | $19,490 |
| 95 EMBECTA CORP | $2,608 | $2,403 |
| 264 NEOGEN CORP | $1,664 | $4,021 |
| 2,430 MERCK & CO INC | $285 | $269,609 |
| 310 CONCENTRIX CORP | $174 | $41,280 |
| 551 MARQETA INC | $31 | $3,367 |
| 335 ORGANON & CO | $19 | $9,357 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2,300,000 LEGACY VENTURE X LIMITED LIABILITY CO | AT COST | $2,300,000 | $2,300,000 |
| 11, 890 VANGUARD SMALL-CAP ETF CLOSED-END FUND | AT COST | $1,927,354 | $2,182,291 |
| 19,480 VANGUARD FTSE EMERGING MKTS ETF | AT COST | $838,386 | $759,330 |
| 416,475 WHC VENTURES 2013 LIMITED PARTNERSHIP | AT COST | $407,636 | $1,235,762 |
| 404,990.5 WHC VENTURE 2009-1 LIMITED PARTNERSHIP | AT COST | $260,140 | $142,560 |
| 4,900 VANGUARD FTSE DEV MKTS ETF | AT COST | $200,262 | $205,653 |
| 2,140 MEDTRONIC PLC | AT COST | $180,612 | $166,321 |
| 9,131 BP PLD SPONS ADR | AT COST | $129,574 | $318,946 |
| 1,495 ACCENTURE PLC | AT COST | $109,634 | $398,926 |
| 28,916 TELEFONICA S A SPONS ADR | AT COST | $98,162 | $103,230 |
| 2,000 EATON CORP PLC | AT COST | $79,070 | $313,900 |
| 2,728 TAKEDA PHARMACEUTICAL CO | AT COST | $51,832 | $42,557 |
| 1,310 ROCHE HLDG LTD | AT COST | $39,073 | $51,415 |
| 160 WILLIS TOWERS WATSON PLC | AT COST | $31,201 | $39,133 |
| 842 MICRO FOCUS INTERNATIONAL | AT COST | $29,779 | $5,313 |
| 320 WASTE CONNECTIONS INC | AT COST | $29,678 | $42,419 |
| 200 STERIS PLC | AT COST | $29,637 | $36,938 |
| 300 SCHLUMBERGER LTD | AT COST | $13,340 | $16,038 |
| 1,456 REPSOL S A | AT COST | $12,914 | $23,076 |
| 200 BHP GROUP LTD | AT COST | $3,606 | $12,410 |
| 72 WOODSIDE ENERGY GROUP | AT COST | $1,714 | $1,743 |
| 140 OCCIDENTAL PETROLEUM CORP | AT COST | $791 | $5,772 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,557 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,557 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| WHC VENTURES 2013 LP | $2 | $2 | $2 |
| LEGACY VENTURE X LLC | $509 | $509 | $509 |
| WHC VENTURES 2009 LP | $9 | $9 | $9 |
| PARTNERSHIP INCOME | $939 | $939 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PARTNERSHIP BASIS ADJ | $147,521 |
| RETURN OF CAPITAL ADJ-IRS REFUND | $272,467 |
| PRIOR PERIOD ADJ | $2,543 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OH ANNUAL CHARITABLE FEE | $200 | $0 | $200 |
| WHC VENTURES 2009-1 L.P. | $4,006 | $4,006 | $0 |
| WHC VENTURES 2013 L.P. | $5,785 | $5,785 | $0 |
| LEGACY VENTURE X LLC | $125,147 | $125,147 | $0 |
| INVESTMENT MGMT FEES | $18,792 | $18,792 | $0 |
| ADMIN EXPENSES | $2,505 | $2,505 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $36 | $36 | $0 |
| FEDERAL TAX PAYMENT | $17,907 | $0 | $0 |
Comments