2022-05-16T08:22:39-05:00 2021-06-30 341463411 BARNES WENDLING CPAS INC 1350 EUCLID AVE SUITE 1400 CLEVELAND OH 441151830 990 2020-07-01 454484735 THE CCWA FOUNDATION CCWA 2167813730 812 HURON ROAD NO 620 CLEVELAND OH 44115 MICHAEL KNALL TREASURER 2167813730 2022-05-11 1 MICHAEL KNALL 999009999 MICHAEL PAPPAS CPA P00410092 2165669000 2022-05-11 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MICHAEL KNALL 812 HURON ROAD NO 620 CLEVELAND OH 44115 2497925 0 X N/A X 2011 OH TO INVEST FUNDS FOR USE IN THE OPERATIONS OF ITS SOLE BENEFICIARY, CLEVELAND COUNCIL ON WORLD AFFAIRS. 9 9 0 0 0 0 403499 466997 0 0 235067 149562 0 0 638566 616559 256921 252286 0 0 0 0 0 0 0 24160 27376 281081 279662 357485 336897 2955128 4029716 0 0 2955128 4029716 TO INVEST FUNDS FOR USE IN THE OPERATIONS OF ITS SOLE BENEFICIARY, CLEVELAND COUNCIL ON WORLD AFFAIRS. 0 0 279662 252286 PROVIDING AN ANNUAL CASH DISTRIBUTION TO CLEVELAND COUNCIL ON WORLD AFFAIRS 279662 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 OH X MICHAEL KNALL 2167813730 1100 SUPERIOR AVE 700 CLEVELAND OH 44114 X RICHARD W POGUE CHAIRMAN 1.00 X X 0 0 0 CYNTHIA BASSETT PRESIDENT & CEO 1.00 X X 0 0 0 SATRICIA RICE VICE PRESIDENT 1.00 X X 0 0 0 STEPHEN PETRAS TRUSTEE 1.00 X X 0 0 0 MICHAEL KNALL TREASURER 1.00 X X 0 0 0 JAMES MEIL TRUSTEE 1.00 X 0 0 0 WAEL KHOURY TRUSTEE 1.00 X 0 0 0 HOWARD B EDELSTEIN TRUSTEE 1.00 X 0 0 0 DENNIS M LAFFERTY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 466997 466997 67915 67915 1963013 1881366 81647 81647 81647 616559 0 0 149562 252286 252286 9400 9400 17976 17976 279662 279662 0 0 11860 38650 2943268 3991066 2955128 4029716 0 0 X 2099703 2904109 855425 1125607 2955128 4029716 2955128 4029716 336897 737691 0 X X 0 1 X 1 0 X X 1 CLEVELAND COUNCIL ON WORLD AFFAIRS 340720549 7 1 252286 0 1 252286 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 86582 67916 0 0 0 0 86582 67916 0 0 0 0 24160 27376 62422 40540 2749478 3456074 13317 30988 0 0 2762795 3487062 0 0 0 2762795 3487062 41442 47855 2721353 3439207 95247 120372 0 0 95247 120372 62422 53059 95247 95247 0 95247 252286 0 0 0 0 0 252286 252286 95247 100.000000000000 95247 0 0 50078 241692 256644 256921 805335 0 95247 0 710088 252286 0 252286 0 0 962374 0 196523 256644 256921 252286 PART IV SECTION D LINE 3 OF THE 9 CCWA FOUNDATION BOARD MEMBERS, 7 MUST ALSO BE BOARD MEMBERS OF CCWA'S FOUNDATION'S SUPPORTED ORGANIZATION, THE CLEVELAND COUNCIL ON WORLD AFFAIRS. THEREFORE, THE MAJORITY OF THE CCWA FOUNDATION'S BOARD IS COMPRISED OF ITS SUPPORTED ORGANIZATION'S BOARD MEMBERS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2844381 466997 850988 256804 3905562 2674886 403499 28723 262727 2844381 2678795 180382 71930 256221 2674886 2487759 257156 184745 250865 2678795 1549184 977225 219703 258353 2487759 0 0 0 X 1336274 737691 737691 598583 17976 17976 616559 261686 0 261686 17976 17976 279662 PART V, LINE 4: THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OF THE PRIOR 3 YEARS PRECEDING THE CALENDAR YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS INVESTMENT ASSETS, THE NATURE AND DURATION OF THE INDIVIDUAL ENDOWMENT FUNDS, AND THE POSSIBLE EFFECTS OF INFLATION. THE FOUNDATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT FUNDS TO GROW AT A NOMINAL AVERAGE RATE OF 3% ANNUALLY. THIS IS CONSISTENT WITH THE FOUNDATION'S OBJECTIVE TO PRESERVE THE FAIR VALUE OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A "PRIVATE FOUNDATION" AS DEFINED IN SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE 2017 BY TAXING AUTHORITIES IN JURISDICTIONS WHERE THE FOUNDATION HAS FILED RETURNS. THE FOUNDATION DID NOT IDENTIFY ANY MATERIAL UNRECOGNIZED TAX BENEFITS UPON EVALUATION OF TAX POSITIONS TAKEN AND THEREFORE, THERE WAS NO MATERIAL EFFECT ON THE FOUNDATION'S FINANCIAL CONDITION OR RESULTS OF OPERATIONS. THE FOUNDATION EVALUATES AT EACH BALANCE SHEET DATE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, TO DETERMINE THE NEED TO RECORD LIABILITIES FOR TAXES, PENALTIES, AND INTEREST. THE FOUNDATIONS' POLICY IS TO RECORD INTEREST AND PENALTIES ON UNCERTAIN TAX PROVISIONS AS INCOME TAX EXPENSE. AS OF JUNE 30, 2021 AND 2020, THE FOUNDATION HAS NO ACCRUED TAXES, INTEREST, OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE FOUNDATION ESTIMATES THE UNRECOGNIZED TAX BENEFIT WILL NOT CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. 1 CLEVELAND COUNCIL ON WORLD AFFAIRS 812 HURON ROAD CLEVELAND OH 44115 340720549 252286 TO PROVIDE OPPERATIONAL AND PROGRAMMATIC SUPPORT FORM 990, PART VI, SECTION A, LINE 2 TWO MEMBERS OF THE BOARD OF DIRECTORS ARE ALSO MEMBERS OF AN LLC, EACH OWNING MORE THAN 35% IN THE LLC. THE LLC DID NOT IN THE CURRENT YEAR NOR HAS IT EVER CONDUCTED BUSINESS WITH THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A OF THE 9 CCWA FOUNDATION BOARD MEMBERS,7 MUST ALSO BE BOARD MEMBERS OF CCWA FOUNDATION'S SUPPORTED ORGANIZATION, THE CLEVELAND COUNCIL ON WORLD AFFAIRS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN CONFLICT OF INTEREST FORMS THAT REFLECT OUR POLICY AS NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR. CLEVELAND COUNCIL ON WORLD AFFAIRS 812 HURON ROAD 620 CLEVELAND OH 44115 340720549 FUNDING TO SUPPORT OPERATIONS OH 501(C)3 LINE 7 NO 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLEVELAND COUNCIL ON WORLD AFFAIRS C 466997 FMV - CASH CLEVELAND COUNCIL ON WORLD AFFAIRS B 252286 FMV - CASH