CRISTAL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CRISTAL FAMILY FOUNDATION (EIN 84-3716808)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-03
- IRS object ID
- 202211239349101751
- Schema version
- 2021v4.2
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T12:25:04-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843716808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CRISTAL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CRIS | BusinessNameControlTxt |
| Phone | 2162727050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 ATTLEBORO ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL A CRISTAL | PersonNm |
| Person Title | CO- PRESIDENT | PersonTitleTxt |
| Phone | 2162727050 | PhoneNum |
| Signature | 2022-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | CRISTAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT J SWAIN | PreparerPersonNm |
| PTIN | P00446317 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2022-04-29 | 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 | 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 | $44,428,219 | 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 | $33,927 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,149 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,149 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,331,218 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,331,218 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,271,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,117,993 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,271,350 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,640,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,606,717 | 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 | $3,393 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,697 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,697 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,028 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,515 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,515 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $225 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $112,565 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111,222 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,343 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,835,673 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,835,673 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,960,261 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,841,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,680,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,490,058 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,629,258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,833,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,833,307 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,954,035 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,889,883 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,303,778 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $917,858 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,556,057 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,291,134 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,501,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,279,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,428,219 | 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 | $32,501,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,279,247 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,501,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,279,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,501,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,279,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,501,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,680,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $112,460 | OtherIncreasesAmt |
| Subtotal | $38,293,994 | SubtotalAmt |
| Other Decreases | $14,747 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,279,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GLENMEDE - DETAIL AVAILABLE UPON REQUEST | P | $25,937,243 | $20,768,599 | $5,168,644 | $5,168,644 |
| MERILL LYNCH - DETAIL AVAILABLE UPON REQUEST | P | $1,928,967 | $1,921,310 | $7,657 | $7,657 |
| MERILL LYNCH - DETAIL AVAILABLE UPON REQUEST | P | $193,437 | $156,734 | $36,703 | $36,703 |
| CAPITAL GAINS DIVIDENDS | P | $58,346 | $58,346 | $58,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,271,350 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104,112 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $104,112 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $104,112 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | 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 | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $102,912 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL A CRISTAL | IndividualWithBooksNm |
| Phone | 2162727050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 ATTLEBORO ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL A CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEFFREY D CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | CO-PRESIDENT | 1.00 | $0 | $0 | $0 |
| JULIE A CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARA P CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ADAM D CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SUSAN M CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| RYAN M CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NATASHA SANCHEZ CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW M CRISTAL | ||||||||
| 2830 ATTLEBORO ROAD | SHAKER HEIGHTS | OH | 44120 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,024,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,363,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,387,940 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,387,940 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $635,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,752,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,087,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,087,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104,112 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104,112 | TotalTaxAmt |
| Distributable Before Adj | $1,983,494 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,983,494 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,983,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,841,228 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,841,228 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,983,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $141,431 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,841,228 | QualifyingDistributionsAmt |
| Applied To Year1 | $141,431 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,699,797 | 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 | $283,697 | 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 (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | PC | GENERAL FUND | $250,000 |
| METRO HEALTH VAN | |||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | NONE | PC | GENERAL FUND | $50,000 |
| OCHSNER CLINIC FOUNDATION | |||||||
| 1514 JEFFERSON HWY SUITE 640 | NEW ORLEANS | LA | 70121 | NONE | PC | GENERAL FUND | $159,673 |
| ONE MIND | |||||||
| 3274 W 58TH ST | CLEVELAND | OH | 44102 | NONE | PC | GENERAL FUND | $140,000 |
| UNIVERSITY SETTLEMENT | |||||||
| 4800 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | PC | GENERAL FUND | $100,000 |
| SECOND HARVEST | |||||||
| 5510 BAUMHARD RD | LORAIN | OH | 44053 | NONE | PC | GENERAL FUND | $236,000 |
| ONE VOICE | |||||||
| 1700 WOODLANDS DR STE 100 | MAUMEE | OH | 43537 | NONE | PC | GENERAL FUND | $100,000 |
| FAMILY CANCER GENETIC PROGRAM | |||||||
| 200 W ARBOR DR | SAN DIEGO | CA | 92103 | NONE | PC | GENERAL FUND | $250,000 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | |||||||
| 3615 SUPERIOR AVE 3103A | CLEVELAND | OH | 44114 | NONE | PC | GENERAL FUND | $100,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL FUND | $100,000 |
| CHANGE SUMMER | |||||||
| 119 WEST 72ND ST SUITE 187 | NEW YORK | NY | 10023 | NONE | PC | GENERAL FUND | $75,000 |
| GLOBAL CLEVELAND | |||||||
| 1422 EUCLID AVE 1652 | CLEVELAND | OH | 44115 | NONE | PC | GENERAL FUND | $100,000 |
| EDWINS | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | NONE | PC | GENERAL FUND | $150,000 |
| MIRIAM'S HOUSE | |||||||
| 249 W MAIN ST | NORWALK | OH | 44857 | NONE | PC | GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,835,673 | 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 | $4,149 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,331,218 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,271,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,606,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,606,717 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE THOMAS W CRISTAL TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2830 ATTLEBORO RD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $33,927 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $4,075 | $2,038 | $2,038 |
| BOOKKEEPING FEES | $2,953 | $1,477 | $477 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MANAGED STOCK PORTFOLIO | StockNm |
| EOY Book Value | $25,889,883 | EOYBookValueAmt |
| EOYFMV | $31,303,778 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUND PORTFOLIO | AT COST | $6,456,057 | $7,191,134 |
| NOTE RECEIVABLE - JUMPSTART, INC. | AT COST | $100,000 | $100,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,393 | LegalFeesAmt |
| Net Investment Income | $1,697 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,697 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX TIMING ADJUSTMENT | Desc |
| Amt | $14,747 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $324 | $0 | $324 |
| ORGANIZATIONAL CONSULTANT | $111,222 | $111,222 | $0 |
| MEMBERSHIP FEES | $1,019 | $0 | $1,019 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $112,460 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $225 | $225 | $0 |
| FEDERAL INCOME TAXES | $1,377 | $0 | $0 |
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