PERKINS CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PERKINS CHARITABLE FOUNDATION (EIN 34-6549753)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-21
IRS object ID
202212029349100601
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-21T08:51:53-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341653424PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STAN BAZAN & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14807 ROCKSIDE RD 620AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346549753EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PERKINS CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone2166210465PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11150 HANNA BLDG 1422 EUCLID AVEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE OLIVA IIIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2166210465PhoneNum
Signature2022-07-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEORGEPersonFirstNm
Person LastOLIVA IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHEATHER ARCHDEACONPreparerPersonNm
PTINP00963605PTIN
Phone2163287800PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$54,810,318FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$119InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$119InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$935,878DividendsRevAndExpnssAmt
Dividends Net Invst Incm$935,878DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,572,466NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,025,019GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,572,466CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$53,413OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$53,413OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,561,876TotalRevAndExpnssAmt
Total Net Invst Incm$2,561,876TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,775AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$95,212OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$95,212OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,289TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$15,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$15,000OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,648OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,480OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$142,924TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$95,212TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,255TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,857,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,857,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,000,124TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$95,212TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,877,455TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$561,752ExcessRevenueOverExpensesAmt
Net Investment Income$2,466,664NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$688,364CashBOYAmt
Cash EOY$726,527CashEOYAmt
Cash EOYFMV$726,527CashEOYFMVAmt
Corporate Stock BOY$11,948,390CorporateStockBOYAmt
Corporate Stock EOY$12,488,641CorporateStockEOYAmt
Corporate Stock EOYFMV$52,913,450CorporateStockEOYFMVAmt
Other Investments BOY$1,096,163OtherInvestmentsBOYAmt
Other Investments EOY$1,079,501OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,170,341OtherInvestmentsEOYFMVAmt
Total Assets BOY$13,732,917TotalAssetsBOYAmt
Total Assets EOY$14,294,669TotalAssetsEOYAmt
Total Assets EOYFMV$54,810,318TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$13,732,917CapitalStockBOYAmt
Capital Stock EOY$14,294,669CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,732,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,294,669TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,732,917TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,294,669TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,732,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$561,752ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$14,294,669SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,294,669TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO SALES-PUBLICLY TRADED STOCK$937,603$822,881$114,722$114,722
WELLS FARGO SALES-PUBLICLY TRADED STOCK$2,087,416$629,672$1,457,744$1,457,744
FieldValueIRS element (for citing)
Capital Gain Net Income$1,572,466CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$34,287InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$34,287SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$34,287TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26,078EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$34,578TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$189EsPenaltyAmt
Overpayment$102OverpaymentAmt
Applied To ES Tax$102AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARILYN BESTIndividualWithBooksNm
Phone2166210465PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11150 HANNA BLDG 1422 EUCLID AVEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SALLIE SULLIVAN
1150 HANNA BLDG 1422 EUCLID AVECLEVELANDOH44115CO-TRUSTEE0.00$0$0$0
GEORGE OLIVA III
1150 HANNA BLDG 1422 EUCLID AVECLEVELANDOH44115CO-TRUSTEE0.00$0$0$0
MARY B PERKINS
1150 HANNA BLDG 1422 EUCLID AVECLEVELANDOH44115CO-TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,067,083AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,277,854AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,167,847FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$49,512,784TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$49,512,784AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$742,692CashDeemedCharitableAmt
Net Vl Noncharitable Assets$48,770,092NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,438,505MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,438,505MinimumInvestmentReturnAmt
Tax Based On Investment Income$34,287TaxBasedOnInvestmentIncomeAmt
Total Tax$34,287TotalTaxAmt
Distributable Before Adj$2,404,218DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,404,218DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,404,218DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,877,455ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,877,455QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,404,218DistributableAsAdjustedAmt
Undistributed Income PY$1,852,682UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,877,455QualifyingDistributionsAmt
Applied To Year1$1,852,682AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,773AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,379,445UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSALLIE SULLIVANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARILYN BESTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11150 HANNA BUILDING 1422 EUCLIDAddressLine1Txt
Address Line2AVENUEAddressLine2Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2166210465RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC GUIDELINESFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (169 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1000 FRIENDS OF FLORIDA
PO BOX 5948TALAHASSEEFL32314NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,000
ACLU
125 BROAD STREET 18TH FLOORNEW YORKNY10004NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
AFRICAN WILDLIFE FOUNDATION
1400 SIXTEENTH ST NWWASHINGTONDC20036NO RELATIONSHIPPHILANTHROPIC PURPOSES.$800
AMERICAN BIRD CONSERVANCY (MIGRATORY BIRD PROJECT)
PO BOX 249LA PLAINSVA20198NO RELATIONSHIPPHILANTHROPIC PURPOSES.$35,000
AMERICAN RED CROSS OF GREATER CLEVELAND
3747 EUCLID AVENUECLEVELANDOH44115NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
ARCHBOLD FOUNDATION
910 SOUTH BROAD STREETTHOMASVILLEGA31792NO RELATIONSHIPPHILANTHROPIC PURPOSES.$42,000
ARTS FOR LIFE
7 BEAVERDAM ROAD SUITE 207ASHEVILLENC29904NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
ASHEVILLE COMMUNITY THEATRE
35 E WALNUT STASHEVILLENC28801NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
ATLANTIC SALMON FEDERATION
PO BOX 807CALAISME04619NO RELATIONSHIPPHILANTHROPIC PURPOSES.$900
AUCILLA RESEARCH INSTITUTE
555 NORTH JEFFERSON STREETMONTICELLOFL32344NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
AUDUBON OF FLORIDA
4500 BISCAYNE BLVD 350MIAMIFL32137NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
BEST BUDDIES OHIO
1335 DUBLIN ROAD SUITE 209-ACOLUMBUSOH43215NO RELATIONSHIPPHILANTHROPIC PURPOSES.$7,500
BLACKFOOT CHALLENGE
PO BOX 103OVANDOMT59854NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,000
BLACKFOOT PATHWAYS SCULPTURE IN THE WILD
PO BOX 712LINCOLNMT59639NO RELATIONSHIPPHILANTHROPIC PURPOSES.$4,500
BLUECOATS INC
23300 MERCANTILE ROADBEACHWOODOH44122NO RELATIONSHIPPHILANTHROPIC PURPOSES.$700
BONEFISH AND TARPON TRUST
2937 SW 27TH AVE SUITE 203MIAMIFL33101NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
BREAKTHROUGH SCHOOLS
3615 SUPERIOR AVE SUITE 3103ACLEVELANDOH44114NO RELATIONSHIPPHILANTHROPIC PURPOSES.$675
BREVARD MUSIC CENTER INC
PO BOX 312BREVARDNC28712NO RELATIONSHIPPHILANTHROPIC PURPOSES.$45,000
BURR & BURTON ACADEMY
PO BOX 498MANCHESTERVT05254NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
CENTER THEATRE GROUP
601 WEST TEMPLE STREETLOS ANGELESCA90012NO RELATIONSHIPPHILANTHROPIC PURPOSES.$30,000
CLARK FORK COALITION
PO BOX 7593MISSOULAMT59807NO RELATIONSHIPPHILANTHROPIC PURPOSES.$11,500
CLEVELAND CLINIC
9500 EUCLID AVENUECLEVELANDOH44195NO RELATIONSHIPPHILANTHROPIC PURPOSES.$6,000
CLEVELAND MUSEUM OF ART
11150 EAST BLVDCLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$4,575
CLEVELAND MUSEUM OF NATURAL HISTORY
ONE WADE OVALCLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$33,000
CLEVELAND ORCHESTRA
11001 EUCLID AVENUECLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,000
CLEVELAND PLAY HOUSE
1901 EAST 13TH ST SUITE 200CLEVELANDOH44115NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
COLLEGE NOW GREATER CLEVELAND (FORMERLY CSP)
50 PUBLIC SQUARE 1800CLEVELANDOH44115NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
COMMUNITY FOUNDATION OF JACKSON HOLE
PO BOX 574JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
CONNECTICUT COLLEGE
270 MOHEGAN AVENUENEW LONDONCT06320NO RELATIONSHIPPHILANTHROPIC PURPOSES.$60,000
CUYAHOGA VALLEY SCENIC RAILROAD
PO BOX 158PENINSULAOH44264NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
CWRU-FP BOLTON SCHOOL OF NURSING
10900 EUCLID AVENUECLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$6,000
DANA FARBER CANCER INSTITUTEJIMMY FUND
10 BROOKLINE PLACE W 6TH FLOORBROOKLINEMA02445NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
EARTHJUSTICE
50 CALIFORNIA ST SUITE 500SAN FRANCISCOCA94111NO RELATIONSHIPPHILANTHROPIC PURPOSES.$3,000
EPIPHANY SCHOOL
154 CENTER STREETDORCHESTERMA01742NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,000
EQUAL JUSTICE INSTITUTE
122 COMMON STMONTGOMERYAL36104NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
FLAT ROCK PLAYHOUSE
PO BOX 310FLAT ROCKNC28731NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
FRIENDS OF HILDENE
1005 HILDENE ROADMANCHESTERVT05254NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
GRATEFUL HEARTS
PO BOX 337DORSETVT05251NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
GRAYSON-JOCKEY CLUB RESEARCH
821 CORPORATE DRIVELEXINGTONKY40503NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,500
GREAT LAKES THEATRE FESTIVAL
1501 EUCLID AVENUE 300CLEVELANDOH44115NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
GREATER CLEVELAND FOOD BANK
15500 SOUTH WATERLOO ROADCLEVELANDOH44110NO RELATIONSHIPPHILANTHROPIC PURPOSES.$31,525
HANNA PERKINS CENTER
19910 MALVERN ROADCLEVELANDOH44120NO RELATIONSHIPPHILANTHROPIC PURPOSES.$13,700
HENRY'S FORK FOUNDATION
PO BOX 550ASHTONID83420NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
HOBART WILLIAM SMITH COLLEGES
615 S MAIN STREETGENEVANY14456NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,750
HOLE FOOD RESCUE
PO BOX 2955JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
IDEASTREAM
1375 EUCLID AVENUECLEVELANDOH44115NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
JACKSON HOLE LAND TRUST
PO BOX 2897JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$6,500
JACKSON HOLE PUBLIC ART
PO BOX 4413JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
JOHNNY MORRIS' WONDERS OF WILDLIFE FOUNDATION
2500 E KEARNYSPRINGFIELDMO65909NO RELATIONSHIPPHILANTHROPIC PURPOSES.$130,000
LAKE ERIE NATURE & SCIENCE CENTER
28728 WOLF ROADBAY VILLAGEOH44140NO RELATIONSHIPPHILANTHROPIC PURPOSES.$7,500
LAKE PARKS FOUNDATION
29440 RIDGE ROADWICKLIFFEOH44092NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
LEGACY PHILANTHROPY WORKS
PO BOX 7360JACKSONWY83002NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
LOYALHANNA WATERSHED ASSOCIATION
6 OLD LINCOLN HIGHWAY WESTLIGONIERPA15658NO RELATIONSHIPPHILANTHROPIC PURPOSES.$300
MIDDLEBURY COLLEGE
14 OLD CHAPEL ROADMIDDLEBURYVT05753NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,500
MONTANA ENVIRONMENTAL INFORMATION CENTER
PO BOX 1184HELENAMT59624NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
NATIONAL AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
NATIVE ECOSYSTEMS COUNCIL
PO BOX 145WILLOW CREEKMT59760NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
NORTHERN STAGE THEATRE
74 GATES STREETWHITE RIVER JUNCTIONVT05001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$25,000
NORTHSHIRE DAY SCHOOL (VINS)
5484 MAIN STREETMANCHESTERVT05255NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
OCEAN CONSERVANCY
1300 19TH STREET 8TH FLOORWASHINGTONDC20036NO RELATIONSHIPPHILANTHROPIC PURPOSES.$3,000
OLD JOE CLUB CHARITIES INC
PO BOX 608EXPORTPA15632NO RELATIONSHIPPHILANTHROPIC PURPOSES.$10,225
OREGON WILDLIFE FOUNDATION
901 SE OAK STREET SUITE 103PORTLANDOR97214NO RELATIONSHIPPHILANTHROPIC PURPOSES.$3,000
OUTDOOR AFRO
2323 BROADWAY STOAKLANDCA94612NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
PATAGONIAN LAND CONSERVATION TRUST
800 W MAIN ST 1200BOISEID83702NO RELATIONSHIPPHILANTHROPIC PURPOSES.$10,000
PATHFINDER INTERNATIONAL
NINE GALEN STREET SUITE 217WATERTOWNMA02172NO RELATIONSHIPPHILANTHROPIC PURPOSES.$42,000
PATHWAYS VERMONT
125 COLLEGE ST 2ND FLOORBURLINGTONVT05401NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
PAWS OF JACKSON HOLE
P O BOX 13033JACKSONWY83002NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
PLANNED PARENTHOOD OF GREATER OHIO
206 E STATE STREETCOLUMBUSOH43215NO RELATIONSHIPPHILANTHROPIC PURPOSES.$30,000
PLANNED PARENTHOOD OF NORTH CENTRAL FLORIDA
2300 N FLORIDA MANGO ROADWEST PALM BEACHFL33409NO RELATIONSHIPPHILANTHROPIC PURPOSES.$45,000
PLANNED PARENTHOOD SOUTHEAST
241 PEACHTREE STREET NE SUITE 400ATLANTAGA30303NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,000
PLAYHOUSE SQUARE FOUNDATION
1501 EUCLID AVENUE SUITE 200CLEVELANDOH44115NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,350
PRETERM
12000 SHAKER BLVDSHAKER HEIGHTSOH44120NO RELATIONSHIPPHILANTHROPIC PURPOSES.$24,500
PRICKLY PEAR LAND TRUST
PO BOX 892HELENAMT59624NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,250
PROJECT HEALING WATERS
PO BOX 695LA PLATAMD20464NO RELATIONSHIPPHILANTHROPIC PURPOSES.$7,500
PROPERTY & ENVIRONMENT RESEARCH CENTER
2048 ANALYSIS DR SUITE ABOZEMANMT59718NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
PROTECT OUR WATER JACKSON HOLE
PO BOX 1014WILSONWY83014NO RELATIONSHIPPHILANTHROPIC PURPOSES.$6,000
RED HILLS HORSE TRAILS
PO BOX 14869TALLAHASSEEFL32317NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,500
SHELDRICK WILDLIFE TRUST USA
25283 CABOT ROAD SUITE 101LAGUNA HILLSCA92653NO RELATIONSHIPPHILANTHROPIC PURPOSES.$750
SNAKE RIVER FUND
PO BOX 7033JACKSONWY83002NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,000
SOUTHERN VERMONT ARTS CENTER
930 SVAC DRIVEMANCHESTERVT05255NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
SOUTHWESTERN VERMONT HEALTH CARE
100 HOSPITAL DRIVEBENNINGTONVT05201NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,400
ST DUNSTAN'S EPISCOPAL CHURCH
PO BOX 515DOVERMA02030NO RELATIONSHIPPHILANTHROPIC PURPOSES.$7,050
ST IGNATIUS HIGH SCHOOL
1911 W 30TH STREETCLEVELANDOH44113NO RELATIONSHIPPHILANTHROPIC PURPOSES.$300
ST JOHN'S UNITED METHODIST CHURCH AIKEN SC
104 NEWBERRY ST NWAIKENNC29801NO RELATIONSHIPPHILANTHROPIC PURPOSES.$625
SUMMIT COUNTY HISTORICAL SOCIETY
550 COPLEY ROADAKRONOH44320NO RELATIONSHIPPHILANTHROPIC PURPOSES.$3,000
SUN RIVER WATERSHED COMMITTEE
PO BOX 7312GREAT FALLSMT59406NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
TALL TIMBERS RESEARCH STATION
13093 BEADEL DRIVETALLAHASSEEFL32312NO RELATIONSHIPPHILANTHROPIC PURPOSES.$556,750
THE MADEIRA SCHOOL
8392 GEORGETOWN PIKEMCLEANVA22102NO RELATIONSHIPPHILANTHROPIC PURPOSES.$51,000
THE METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE 100ARLINGTONVA22203NO RELATIONSHIPPHILANTHROPIC PURPOSES.$600
THE NATURE CONSERVANCY-MONTANA
32 S EWING STREETHELENAMT59601NO RELATIONSHIPPHILANTHROPIC PURPOSES.$27,000
THE NATURE CONSERVANCY-OHIO
6375 RIVERSIDE DRIVE SUITE 100DUBLINOH43017NO RELATIONSHIPPHILANTHROPIC PURPOSES.$12,500
THE NATURE CONSERVANCY-WYOMING
238 MAIN STREETLANDERWY82520NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,000
THE SALVATION ARMY
25 SHAMUT ROADCANTONMA02021NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,600
THE WILDERNESS SOCIETY
1615 M STREET NWWASHINGTONDC20036NO RELATIONSHIPPHILANTHROPIC PURPOSES.$3,000
THEODORE ROOSEVELT CONSERVATION PARTNERS
529 14TH STREET NW SUITE 500WASHINGTONDC20045NO RELATIONSHIPPHILANTHROPIC PURPOSES.$10,500
THERAPEUTIC RIDING CENTER
16497 SNYDER ROADCHAGRIN FALLSOH44023NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
THOMAS COUNTY HUMANE SOCIETY
180 BIG SKY DRIVETHOMASVILLEGA31792NO RELATIONSHIPPHILANTHROPIC PURPOSES.$22,500
THOMAS UNIVERSITY
1501 MILLPONDTHOMASVILLEGA31792NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,600
THOMASVILLE ANTIQUES SHOW
PO BOX 1633THOMASVILLEGA31799NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
THOMASVILLE CENTER FOR THE ARTS
PO BOX 2177THOMASVILLEGA31799NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,500
THOMASVILLE LANDMARKS
PO BOX 1285THOMASVILLEGA31792NO RELATIONSHIPPHILANTHROPIC PURPOSES.$4,000
TROUT UNLIMITED
1777 N KENT STREET 100ARLINGTONVA22203NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,100
TROUT UNLIMITED - BLACKFOOT CHAPTER
PO BOX 1OVANDOMT59854NO RELATIONSHIPPHILANTHROPIC PURPOSES.$6,650
TROUT UNLIMITED - HEADWATERS
394 MERRIMON AVENUEASHEVILLENC28801NO RELATIONSHIPPHILANTHROPIC PURPOSES.$7,500
TROUT UNLIMITED - MONTANA
PO BOX 7186MISSOULAMT59807NO RELATIONSHIPPHILANTHROPIC PURPOSES.$3,000
UNITED WAY OF GREATER CLEVELAND
1331 EUCLID AVENUECLEVELANDOH44115NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
UNITED WAY OF THOMAS COUNTY
PO BOX 1824THOMASVILLEGA31792NO RELATIONSHIPPHILANTHROPIC PURPOSES.$30,000
UNIVERSITY HOSPITALS OF CLEVELAND (INFECTIOUS DISEASE)
11100 EUCLID AVENUECLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$10,000
UNIVERSITY SCHOOL
2785 SOM CENTER ROADCLEVELANDOH44022NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
UPPER MISSOURI WATERKEEPER
24 S WILSON AVE SUITE 6-7BOZEMANMT59715NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
VOCATIONAL GUIDANCE SERVICES
2239 EAST 55TH STREETCLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$15,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST BLVDWINSTONSALEMNC27106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
WARRIORS AND QUIET WATERS FOUNDATION INC
351 EVERGREEN DRIVE SUITE ABOZEMANMT59715NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
WEST POINT
698 MILL ROADWEST POINTNY10996NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,175
WESTERN RESERVE HISTORICAL SOCIETY (RESOURCE CENTER)
10825 EAST BOULEVARDCLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,500
WESTERN RESERVE LAND CONSERVANCY
3850 CHAGRIN RIVER ROADMORELAND HILLSOH44022NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
WILDLIFE ARTS FESTIVAL
600 E WASHINGTON STREETTHOMASVILLEGA31792NO RELATIONSHIPPHILANTHROPIC PURPOSES.$6,000
WOOD RIVER LAND TRUST
119 EAST BULLION STREETHAILEYID83333NO RELATIONSHIPPHILANTHROPIC PURPOSES.$10,000
WOOSTER SCHOOL
81 MIRY ROADDANBURYCT06810NO RELATIONSHIPPHILANTHROPIC PURPOSES.$600
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,500
WYOMING PUBLIC MEDIA
1000 E UNIVERSITY AVENUELARAMIEWY82071NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
ZULLO GALLERY FOR THE ARTS
456A MAIN STREETMEDFIELDMA02052NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,800
EQUESTRIAN EVENTS INC
PO BOX 12110LEXINGTONKY40580NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
FAMILY PANTRY OF CAPE COD
133 QUEEN ANN ROADHARWICHMA02645NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,200
FOUNDATION FOR GEAUGA PARKS
12375 KINSMAN ROAD STE H-10NEWBURYOH44065NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
FRIENDS OF DWIGHT DERBY HOUSE
PO BOX 712MEDFIELDMA02052NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
GILL ST BERNARDS SCHOOL
PO BOX 604GLADSTONENJ07934NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
GIRLS ON THE RUN INTERNATIONAL
PO BOX 30667 PMB 65493CHARLOTTENC28230NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
GP THOMASVILLE
PO BOX 395THOMASVILLEGA31799NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
INTERNATIONAL CRANE FOUNDATION
PO BOX 447BARABOOWI53913NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
LAKEVIEW CEMETERY
12316 EUCLID AVECLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,500
LAUREL SCHOOL
1 LYMAN CIRCLESHAKER HEIGHTSOH44120NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
LIVINGSTON HEALTHCARE FOUNDATION
320 ASPENGLOW LANELIVINGSTONMT59047NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,750
MADIERA SCHOOL INC
8392 GEORGETOWN PIKEMCLEANVA22102NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
MANCHESTER ELEMENTARY MIDDLE SCHOOL
6378 VT ROUTE 7ASUNDERLANDVT05250NO RELATIONSHIPPHILANTHROPIC PURPOSES.$2,500
MAPLE STREET SCHOOL
322 MAPLE STREETMANCHESTER CENTERVT05255NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
MILWAUKEE PUBLIC LIBRARY
814 W WISCONSIN AVEMILWAUKEEWI53233NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
MORELAND HILLS POLICE & EMPLOYEES FOUNDATION
4350 SOM CENTER ROADMORELAND HILLSOH44022NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
MOUNTAIN CHILD ADVOCACY CENTER
11 VANDERBUILT PARK DR SUITE AASHEVILLENC28803NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
NORTHEAST OHIO SQUASH RACQUETS ASSOCIATION
30195 CHAGRIN BLVD SUITE 104WPEPPER PIKEOH44124NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
PEBBLE HILL FOUNDATION
PO BOX 830THOMASVILLEGA32799NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
STRATTON MOUNTAIN SCHOOL
7 WORLD CUP CIRCLESTRATTON MOUNTAINVT05155NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
TALL TIMBERS LHP FUND KATE IRELAND FUNDRAISER
13093 BEADEL DRIVETALAHASSEEFL32312NO RELATIONSHIPPHILANTHROPIC PURPOSES.$11,000
TALL TIMBERS RED HILLS
13093 BEADEL DRIVETALAHASSEEFL32312NO RELATIONSHIPPHILANTHROPIC PURPOSES.$57,000
TETON LITERACY CENTER
PO BOX 465JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
TETON YOUTH & FAMILY SERVICES
PO BOX 465JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
THE TREVOR PROJECT
PO BOX 69232WEST HOLLYWOODCA90069NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
VERMONT MOUNTAIN BIKE ASSOCIATION
PO BOX 2055SOUTH BURLINGTONVT05407NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
WILTON SINGERS INC
PO BOX 431WILTONCT06897NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
YMCA CLEVELAND
4019 PROSPECT AVECLEVELANDOH44103NO RELATIONSHIPPHILANTHROPIC PURPOSES.$5,000
ALLIANCE FOR GENE THERAPY
96 CUNNINGS POINT ROADSTANFORDCT06902NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
AMERICAN MUSEUM OF FLY FISHING
PO BOX 42MANCHESTERVT05254NO RELATIONSHIPPHILANTHROPIC PURPOSES.$20,000
BARSTOOL FUND (THE 30 DAY FUND)
1314 RUGBY ROADCHARLOTTESVILLEVA22903NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
CAPTAINS FOR CLEAN WATER
2031 JACKSON STFT MYERSFL33901NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
CENTER FOR THE ARTS
PO BOX 280JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
CHATHAM CONSERVATION FOUNDATION
540 MAIN STREETCHATHAMMA02633NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
CHILDREN'S TUMOR FOUNDATION
PO BOX 7247PHILADELPHIAPA19170NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
CLEVELAND BOTANICAL GARDEN
11030 EAST CLEVELAND BLVDCLEVELANDOH44106NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
CLEVELAND INTERNATIONAL FILM FESTIVAL
2510 MARKET AVECLEVELANDOH44113NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
CLEVELAND METROPARKS
4101 FULTON PARKWAYCLEVELANDOH44144NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
CLIMB
1001 W 31STCHEYENNEWY82001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
COMMUNITY FOUNDATION OF HERKIMER COUNTY
2608 GENESEE STUTICANY13502NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
COMMUNITY FOUNDATION OF TETON VALLEY (TIN CUP)
PO BOX 50VICTORID83455NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
COMMUNITY SAFETY NETWORK
PO BOX 1325JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$500
CURE ALZHEIMER'S FUND
34 WASHINGTON STREET SUITE 130WELLESLEY HILLSMA02481NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
DANCER'S WORKSHOP
PO BOX 1500JACKSONWY83001NO RELATIONSHIPPHILANTHROPIC PURPOSES.$250
DELTA WATERFOWL FOUNDATION
PO BOX 3128BISMARKND58502NO RELATIONSHIPPHILANTHROPIC PURPOSES.$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,857,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$119RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$935,878RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$53,413RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,572,466RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$2,561,876RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,561,876TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3,4HELD FOR INVESTMENT PURPOSES
8HELD FOR INVESTMENT PURPOSES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,775Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,775DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
1,600 SHS. 3M CO$326,709$284,208
10,000 SHS. PEPSI CO INC$24,419$1,737,100
12,000 PROCTOR & GAMBLE COMPANY$38,902$1,962,960
13,000 EATON CORP$480,471$2,246,660
15,000 ABBOTT LABORATORIES$17,301$2,111,100
15,000 EXXON MOBILE$223,406$917,850
15,000 JP MORGAN CHASE & CO$647,986$2,375,250
15,000 SHS. US BANCORP$664,153$842,550
2,000 SHS. LOWES COMPANIES INC$331,070$516,960
2,300 SHS. WHIRLPOOL CORP$392,607$539,718
2,400 SHS. AMGEN INC$402,577$539,928
20,000 SHS. ABBVIE INC.$357,276$2,708,000
20,000 SHS. COCA COLA COMPANY$449,704$1,184,200
20,000 SHS. WALGREENS BOOTS ALLIANCE INC$95,175$1,043,200
22,400 SHS. APPLE INC$347,697$3,977,568
27,000 GENERAL MOTORS CO$856,823$1,583,010
3,000 HOME DEPOT INC.$714,883$1,245,030
3,000 SHS. BOEING COMPANY$177,526$603,960
30,000 SHS. MICROSOFT CORP$210,852$10,089,600
300 SHS. ALPHABET INC. NONVOTING CAPITAL STK. CL C$76,604$868,077
300 SHS. ALPHABET INC. VOTING CAPITAL STK. CL A$76,850$869,112
40,000 INTEL CORP; 20,000 SHS. END$196,878$1,030,000
5,000 AMERICAN EXPRESS COMPANY$380,079$818,000
5,000 CATERPILLAR INC$301,271$1,033,700
5,000 SHS. UPS CLASS B$355,249$1,071,700
50,000 PFIZER INC$231,770$2,952,500
6,000 SHS. TARGET$291,006$1,388,640
6,203 SHS. VIATRIS INC.$12,712$83,927
9,450 HONEYWELL INTERNATIONAL INC$871,077$1,970,420
9,850 SHS. JOHNSON & JOHNSON$921,844$1,685,040
9,859 SHS. SYNCHRONY FINANCIAL$20,962$457,359
150 SHS. AMAZON COM. INC.$531,973$500,151
1,500 SHS. META PLATFORMS INC. CLASS A$569,269$504,525
7,675 SHS. HP INC.$218,602$289,117
3,000 SHS. NVIDIA CORP.$672,958$882,330

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or Item957.69 UNITS TITANIUM GSA FUND LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,079,501BookValueAmt
EOYFMV$1,170,341EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FILING FEES$200$0$200
BANK FEES$2,280$0$2,280
IRS LATE FEE$168$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBOYD WATTERSON GSA FUND LP K-1 FEIN: 45-2061717Desc
Revenue And Expenses Per Books$53,413RevenueAndExpensesPerBooksAmt
Net Investment Income$53,413NetInvestmentIncomeAmt
Adjusted Net Income$53,413AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT$80,408$80,408$0
INVESTMENT FEES - PARTNERSHIP$14,804$14,804$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$27,289Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.