WHEELER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WHEELER FOUNDATION (EIN 34-1852595)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202201309349103600
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T14:31:18-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341662414 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON & STEWART INC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7660 TYLER BOULEVARD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341852595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHEELER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEE | BusinessNameControlTxt |
| Phone | 4402551793 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8507 TYLER BLVD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E WHEELER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4402551793 | PhoneNum |
| Signature | 2022-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | WHEELER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J STEWART CPA | PreparerPersonNm |
| PTIN | P00184300 | PTIN |
| Phone | 4402691900 | PhoneNum |
| Preparation | 2022-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,307,404 | 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 | $210,047 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,655 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,095 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,997 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $865 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $434,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,656 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,370 | AccountingFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $74 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,987 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,431 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $267,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,656 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $22,312 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,561 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $200,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $200,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $200,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,706,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,849,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,959,587 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $5,986 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,256 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,929,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,197,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,307,404 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,929,244 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,197,057 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,929,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,197,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,929,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,197,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,929,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $267,813 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,197,057 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,197,057 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| FORTIVE CORP-.686 SHS | P | 2021-01-07 | $49 | $44 | $5 | $5 | |
| BROOKFIELD PROPERTY PARTRS--46.0 SHS | P | 2021-07-27 | $570 | $531 | $39 | $39 | 2019-07-02 |
| FORTIVE CORP- 73.0 SHS | P | 2021-01-07 | $5,214 | $932 | $4,282 | $4,282 | 2006-06-28 |
| BROOKFIELD PROPERTY PARTRS-18.312 SH | P | 2021-07-27 | $227 | $211 | $16 | $16 | 2019-10-01 |
| FORTIVE CORP-50.0 SHS | P | 2021-01-07 | $3,571 | $616 | $2,955 | $2,955 | 2009-07-29 |
| BROOKFIELD PROPERTY PARTRS-31.919 SH | P | 2021-07-27 | $395 | $368 | $27 | $27 | 2019-10-02 |
| GENERAL ELECTRIC COMPANY-.694 SHS | P | 2021-08-12 | $72 | $97 | -$25 | -$25 | 2017-01-22 |
| BROOKFIELD PROPERTY PARTNRS-46.829 S | P | 2021-07-27 | $580 | $540 | $40 | $40 | 2020-01-02 |
| HOME DEPOT INC-17.125 SHS | P | 2021-12-07 | $7,370 | $3,834 | $3,536 | $3,536 | |
| BROOKFIELD PROPERTY PARTNRS-9.861 SH | P | 2021-07-27 | $122 | $114 | $8 | $8 | 2020-01-06 |
| HOME DEPOT INC-150 SHS | P | 2021-12-07 | $62,368 | $5,289 | $57,079 | $57,079 | 2010-12-22 |
| BROOKFIELD PROPERTY PARTRS-98.418 SH | P | 2021-07-27 | $1,219 | $1,135 | $84 | $84 | 2020-02-28 |
| HOME DEPOT INC.-50 SHS | P | 2021-12-07 | $20,789 | $2,489 | $18,300 | $18,300 | 2012-04-11 |
| BROOKFIELD PROPERTY PARTRS-12.711 SH | P | 2021-07-27 | $157 | $147 | $10 | $10 | 2020-04-01 |
| HOME DEPOT INC-135 SHS | P | 2021-12-07 | $56,131 | $19,813 | $36,318 | $36,318 | 2017-03-09 |
| BROOKFIELD PROPERTY PARTRS-23.041 S | P | 2021-07-27 | $285 | $266 | $19 | $19 | 2020-04-06 |
| WF COMPANY NEW-20.138 | P | 2021-03-01 | $743 | $1,023 | -$280 | -$280 | |
| BROOKFIELD PROPERTY PARTRS-62.24 SHS | P | 2021-07-27 | $771 | $718 | $53 | $53 | 2020-07-01 |
| WF COMPANY NEW-359.667 SHS | P | 2021-03-01 | $13,261 | $9,546 | $3,715 | $3,715 | 2008-01-17 |
| BROOKFIELD PROPERTY PARTRS-35. 285 | P | 2021-07-27 | $437 | $407 | $30 | $30 | 2020-07-06 |
| WF COMPANY NEW-.333 SHS | P | 2021-03-02 | $12 | $9 | $3 | $3 | 2008-01-17 |
| BROOKFIELD PROPERTY PARTRS-2,950 SHS | P | 2021-07-27 | $36,534 | $34,795 | $1,739 | $1,739 | 2018-12-13 |
| BROOKFIELD PROPERTY PARTRS-45.145 S | P | 2021-07-27 | $559 | $521 | $38 | $38 | 2019-04-01 |
| BROOKFIELD PROPERTY PARTRS-1.162 SHS | P | 2021-07-27 | $14 | $13 | $1 | $1 | 2019-04-03 |
| BROOIKFIELD PROPERTY PARTRS-5.871 SH | P | 2021-07-27 | $73 | $68 | $5 | $5 | 2019-07-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,997 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,095 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,095 | SubtotalAmt |
| Tax Based On Investment Income | $3,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,300 | TotalPaymentsAndCreditsAmt |
| Tax Due | $795 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS E WHEELER | IndividualWithBooksNm |
| Phone | 4402551793 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8507 TYLER BLVD | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 440604231 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS E WHEELER | ||||||||
| 8507 TYLER BLVD | MENTOR | OH | 440604231 | PRESIDENT | 0.20 | $0 | $0 | $0 |
| BETSY J WHEELER | ||||||||
| 8507 TYLER BLVD | MENTOR | OH | 440604231 | VICE-PRES | 0.10 | $0 | $0 | $0 |
| MICHELLE MEARS | ||||||||
| 8507 TYLER BLVD | MENTOR | OH | 440604231 | SECRETARY | 0.10 | $0 | $0 | $0 |
| REBECCA W LEWANDOWSKI | ||||||||
| 8507 TYLER BLVD | MENTOR | OH | 440604231 | TREASURER | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,694,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $224,345 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,962,078 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,962,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,431 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,902,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,095 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,095 | TotalTaxAmt |
| Distributable Before Adj | $192,037 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,037 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,037 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $161,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $92,713 | UndistributedIncomePYAmt |
| Qualifying Distributions | $161,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $92,713 | AppliedToYear1Amt |
| Applied To Current Year | $68,787 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $123,250 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR WORKING TOGETHER | ||||||||
| FOUNDATION | PO BOX 123 | MENTOR | OH | 44060 | CHARITY | PUBLIC CHARITY | $50,000 | |
| AOPA FOUNDATION | ||||||||
| 421 AVIATION WAY | FEDERICK | MD | 217014798 | CHARITY | PUBLIC CHARITY | $50,000 | ||
| EVANS SCHOLARSHIP | ||||||||
| 2501 PATRIOT BOULEVARD | GLENVIEW | IL | 600268022 | CHARITY | PUBLIC CHARITY | $25,000 | ||
| KIRKLAND CC SCHOLARSHIP FUND | ||||||||
| 39438 KIRKLAND ROAD | WILLOUGHBY | OH | 44094 | CHARITY | PUBLIC CHARITY | $25,000 | ||
| PIANO CLEVELAND | ||||||||
| 20600 CHAGRIN BLVD | SHAKER HEIGHTS | OH | 44122 | CHARITY | PUBLIC CHARITY | $10,000 | SUITE 1110 | |
| TWO FOUNDATION | ||||||||
| 8578 EAST WASHINGTON ST | CHAGRIN FALLS | OH | 44023 | CHARITY | PUBLIC CHARITY | $1,000 | ||
| VNA & HOSPICE FOUNDATION | ||||||||
| 1110 35TH LANE | VERO BEACH | FL | 32960 | CHARITY | PUBLIC CHARITY | $500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,655 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $129,173 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BROOKFIELD PROPERTY PREFER- | 16 | $159 |
| BROOKFIELD PROPERTY PARTRS | 16 | $706 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $95,524 | ExclusionAmt |
| Related Or Exempt Function Incm | $129,173 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $224,697 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| THOMAS E WHEELER | |||||||
| 1 | 8507 TYLER BOULEVARD | MENTOR | OH | 44060 | $110,047 | Yes (X) | |
| COMPONENT REPAIR TECHNOLOGIES INC | |||||||
| 2 | 8507 TYLER BOULEVARD | MENTOR | OH | 44060 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | WESTROCK (WRK) STOCK 1,047.6 SHS | $48,996 | 2021-03-02 |
| 1 | BROOKFIELD PROPERTY LP 3,545.1 | $61,051 | 2021-03-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,370 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (13 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BROOKFIELD ASSET MGMT INC-.44 SHS | 2021-07 | PURCHASE | 2021-08 | $24 | $22 | $2 |
| FORTIVE CORPORATION-.314 SHS | PURCHASE | 2021-01 | $22 | $16 | $6 | |
| FORTIVE CORPOARTUON-.231 SHS | PURCHASE | 2021-01 | $17 | $15 | $2 | |
| HOME DEPOT INC.-7.275 SHS | PURCHASE | 2021-12 | $3,025 | $2,167 | $858 | |
| HOME DEPOT INC.-.384 SHS | PURCHASE | 2021-09 | $160 | $128 | $32 | |
| WF COMPANY NEW-16.195 SHS | PURCHASE | 2021-03 | $597 | $508 | $89 | |
| BROOKFIELD PROPERTY PARTRS-34.516 SH | 2020-10 | PURCHASE | 2021-07 | $427 | $398 | $29 |
| BROOKFIELD PROPERTY PARTRS-55.075 SH | 2020-10 | PURCHASE | 2021-07 | $682 | $635 | $47 |
| BROOKFIELD PROPERTY PARTRS-5.376 | 2021-01 | PURCHASE | 2021-07 | $67 | $62 | $5 |
| BROOKFIELD PROPERTY PARTRS-63.367 SH | 2021-01 | PURCHASE | 2021-07 | $785 | $731 | $54 |
| BROOKFIELD PROPERTY PARTRS-52.776 SH | 2021-04 | PURCHASE | 2021-07 | $654 | $609 | $45 |
| BROOKFIELD PROPERTY PARTRS-9.0 SHS | 2021-04 | PURCHASE | 2021-07 | $111 | $104 | $7 |
| BROOKFIELD PROPERTY PREFER P -.046 S | 2021-07 | PURCHASE | 2021-07 | $1 | $1 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CINCINNATI FINANCIAL CORP-5,260. SHS | $244,960 | $599,325 |
| AMERICAN AIRLINES GROUP INC-463.5 SH | $22,508 | $8,354 |
| ABBOTT LABS-298.23 SHS | $8,637 | $41,973 |
| ABBVIE INCORPORATED-678.867 SHS | $37,044 | $91,918 |
| ALIGENT TECHNOLOGIES-341.485 SHS | $16,042 | $60,904 |
| AIR PRODUCTS & CHEMICALS INC-101. SH | $8,361 | $30,761 |
| ALPHABET INCORPORATED CLASS C-11 SHS | $1,940 | $31,829 |
| ALPHABET INCORPORATED CLASS A-25 SHS | $4,436 | $72,426 |
| AMAZON COM-20 SHS | $16,582 | $66,687 |
| APPLE INC-1489.789 SHS | $36,178 | $264,542 |
| AUTOMATIC DATA PROCESSING INC-388.SH | $25,963 | $95,866 |
| BLACKROCK INC-36.702 SHS | $11,672 | $33,604 |
| BROOKFIELD ASSET MANAGE-329.678 | $16,769 | $19,906 |
| BROOKFIELD PROPERTY | ||
| CIGNA CORP NEW-48.883 SHS | $3,586 | $11,225 |
| COSTCO WHOLESALE CORP NEW-100.42 SHS | $17,057 | $56,794 |
| DANAHER CORPORATION DEL-249.777 SHS | $6,461 | $82,179 |
| EQUIFAX INC-227.881 SHS | $9,268 | $66,721 |
| FNB CORPORATION-2576.582 SHS | $35,387 | $31,254 |
| FIDELITY NATIONAL INFORMA SVCS-201.S | $15,739 | $22,015 |
| FORTIVE CORPOR-124.23 SHS | ||
| GENERAL DYNAMICS CORP-98.225 SHS | $9,292 | $20,477 |
| GENERAL ELECTRIC-1288.986 SHS | $178,449 | $121,771 |
| HOME DEPOT INC-354.695 SHS | ||
| JPMORGAN CHASE-366.716 SHS | $18,595 | $58,070 |
| KIMBERLY CLARK CORP-111.095 SHS | $7,417 | $15,878 |
| MICROSOFT CORPORATION-718.873 SHS | $38,674 | $241,771 |
| NANO DIMENSION LIMIT SPONS ADR-1000 | $33,653 | $3,800 |
| NASDAQ INCPOR-421.957 SHS | $15,699 | $88,615 |
| NIKE INCPOR CLASS B-152.851SHS | $2,835 | $25,476 |
| OLD REP INTERNAT-CORP-13,431.937 SHS | $277,890 | $330,157 |
| PAYPAL HOLDINGS INC-298 SHS | $10,746 | $56,197 |
| PROCTER AND GAMBLE CO-242.662 SHS | $16,474 | $39,695 |
| SHERWIN WILLIAMS COMPANY-166.934 SHS | $4,215 | $58,788 |
| SNAP ON INCORPORATED-137.422 SHS | $9,585 | $29,598 |
| STRYKER CORPORATION-450.501 SHS | $41,132 | $120,473 |
| 3M COMPANY-156.883 SHS | $13,518 | $27,867 |
| WELLS FARGO & COMPANY NEW-395.2 SHS | ||
| WESTROCK COMPANY-1,062.502 SHS | $38,607 | $47,133 |
| ISHARES TR SELECT DIVID ETF-2735 SH | $270,090 | $334,102 |
| SPDR S&P ETF -1061.423 SHS | $269,335 | $504,134 |
| SPDR S&P MIDCAP 400 ETF TRUST-284.5S | $54,714 | $147,302 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BROOKFIELD PROPERTY PREFERRED LP 239 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $5,986 | BookValueAmt |
| EOYFMV | $6,256 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BROOKFIELD PROPERTY PREFER-LP | $159 |
| BROOKFIELD PROPERTY PARTRS LP | $706 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| LOAN RECEIVABLE |
| HAMPDEN WEST ASSOCIATION-LOAN RECEI |
| $200,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TREASURER STATE OF OHIO | $200 |
| US TREASURER | $3,781 |
| FOREIGN TAXES (RAYMOND JAMES) | $6 |
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