THE HUMBLE HEART - GENTLE SOUL FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
THE HUMBLE HEART - GENTLE SOUL FOUNDATION (EIN 85-1807597)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-16
IRS object ID
202241369349103364
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)
Return2022-05-16T12:37:32-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341912961PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & COMPANY LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1OFFICES LISTED ATAddressLine1Txt
CityWWWCOHENCPACOMCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN851807597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HUMBLE HEART - GENTLE SOUL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHUMBBusinessNameControlTxt
Phone2165864278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15735 STATE RDAddressLine1Txt
CityPARMACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRIAN MULHALLPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2165864278PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBRIANPersonFirstNm
Person LastMULHALLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT J SWAINPreparerPersonNm
PTINP00446317PTIN
Phone8002291099PhoneNum
Preparation2022-05-11PreparationDt

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$57,070,653FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,220,597ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$157,214InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$157,214InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$379,590DividendsRevAndExpnssAmt
Dividends Net Invst Incm$378,939DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$540,115NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,084,413GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$540,115CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,297,516TotalRevAndExpnssAmt
Total Net Invst Incm$1,076,268TotalNetInvstIncmAmt
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$8,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,025AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,025AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,494TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,294TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$200,189OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$191,928OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,261OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$219,733TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$207,247TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,486TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$618,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$618,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$837,733TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$207,247TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$630,486TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,459,783ExcessRevenueOverExpensesAmt
Net Investment Income$869,021NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,186,350CashBOYAmt
Cash EOY$5,295,092CashEOYAmt
Cash EOYFMV$5,295,092CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,505SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$591,055SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$591,055SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$5,641,993USGovernmentObligationsBOYAmt
US Government Obligations EOY$8,984,941USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$8,884,641USGovtObligationsEOYFMVAmt
Corporate Stock BOY$5,679,502CorporateStockBOYAmt
Corporate Stock EOY$32,193,534CorporateStockEOYAmt
Corporate Stock EOYFMV$35,054,730CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,907,645CorporateBondsBOYAmt
Corporate Bonds EOY$3,229,468CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,161,995CorporateBondsEOYFMVAmt
Other Investments BOY$2,624,959OtherInvestmentsBOYAmt
Other Investments EOY$4,180,213OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,083,140OtherInvestmentsEOYFMVAmt
Total Assets BOY$51,046,954TotalAssetsBOYAmt
Total Assets EOY$54,474,303TotalAssetsEOYAmt
Total Assets EOYFMV$57,070,653TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$51,046,954RetainedEarningBOYAmt
Retained Earning EOY$54,474,303RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$51,046,954TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$54,474,303TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$51,046,954TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$54,474,303TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$51,046,954TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,459,783ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$54,506,737SubtotalAmt
Other Decreases$32,434OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$54,474,303TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BANK OF AMERICA - DETAILS AVAILABLE UPON REQUEST$24,557,058$24,153,768$403,290$403,290
BANK OF AMERICA - DETAILS AVAILABLE UPON REQUEST$521,685$390,530$131,155$131,155
BANK OF AMERICA - DETAILS AVAILABLE UPON REQUEST$251$251$251
CAPITAL GAINS DIVIDENDS$5,419$5,419$5,419P
FieldValueIRS element (for citing)
Capital Gain Net Income$540,115CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,079InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,079SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,079TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$20,000TotalPaymentsAndCreditsAmt
Es Penalty$144EsPenaltyAmt
Overpayment$7,777OverpaymentAmt
Applied To ES Tax$7,777AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBRIAN C MULHALLIndividualWithBooksNm
Phone2165864278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15735 STATE RDAddressLine1Txt
CityPARMACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44134ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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
BRIAN C MULHALL
5735 STATE RDPARMAOH44134PRESIDENT, CHAIRPERSON & TREASURER5.00$0$0$0
FR WALT JENNE
5735 STATE RDPARMAOH44134VICE PRESIDENT1.00$0$0$0
KRISTI WATSON
5735 STATE RDPARMAOH44134SECRETARY1.00$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$42,339,069AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,358,133AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$52,697,202TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$52,697,202AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$790,458CashDeemedCharitableAmt
Net Vl Noncharitable Assets$51,906,744NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,595,337MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,595,337MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,079TaxBasedOnInvestmentIncomeAmt
Total Tax$12,079TotalTaxAmt
Distributable Before Adj$2,583,258DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,583,258DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,583,258DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$630,486ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$630,486QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,583,258DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$1,604,526ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,604,526TotalExcessDistributionCyovAmt
Qualifying Distributions$630,486QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$630,486AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,604,526ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,604,526ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$348,246UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LAKE CATHOLIC HIGH SCHOOL
6733 REYNOLDS ROADMENTOROH44060NONEPCGENERAL FUND$293,200
BEAT THE STREETS
PO BOX 1906CLEVELANDOH44106NONEPCGENERAL FUND$25,000
THE CATHOLIC COMMUNITY FOUNDATION
1404 SUPERIOR AVECLEVELANDOH44114NONEPCGENERAL FUND$50,000
BEAT THE STREETS
PO BOX 1906CLEVELANDOH44106NONEPCGENERAL FUND$9,800
LITTLE ANNIE'S HOPE TRAIN
8567 HILLTOP DRMENTOROH44060NONEPCGENERAL FUND$25,000
ANIRIDIA FOUNDATION INTERNATIONAL
PO BOX 41MANITOWISH WATERSWI54545NONEPCGENERAL FUND$100,000
LAKE HUMANE SOCIETY
7564 TYLER BLVD BLDG EMENTOROH44060NONEPCGENERAL FUND$25,000
MASTER DEI ACADEMY
29840 EUCLID AVEWICKLIFFEOH44092NONEPCGENERAL FUND$90,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$618,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$157,214ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$379,590ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$540,115ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,076,919ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,076,919TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CONNELLY FAMILY CHARITABLE TRUST XV
15735 STATE RDPARMAOH44134$347,861Yes (X)
CONNELLY FAMILY CHARITABLE TRUST V
25735 STATE RDPARMAOH44134$2,046,120Yes (X)
CONNELLY FAMILY CHARITABLE TRUST X
35735 STATE RDPARMAOH44134$826,616Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & PROFESSIONAL FEESCategoryTxt
Amt$8,050Amt
Net Investment Income$4,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,025DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$3,229,468EOYBookValueAmt
EOYFMV$3,161,995EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$32,193,534EOYBookValueAmt
EOYFMV$35,054,730EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$8,984,941USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$8,884,641USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,180,213BookValueAmt
EOYFMV$4,083,140EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONCASH BASIS ADJUSTMENTS - BONDSDesc
Amt$32,434Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$190,715$190,715$0
MISC. EXPENSE$1,213$1,213$0
SOFTWARE EXPENSES$294$0$294
INSURANCE PREMIUMS$7,855$0$7,855
POSTAGE$112$0$112

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
CONNELLY FAMILY CHARITABLE TRUST V
5735 STATE RDPARMAOH44134
CONNELLY FAMILY CHARITABLE TRUST X
5735 STATE RDPARMAOH44134
CONNELLY FAMILY CHARITABLE TRUST XV
5735 STATE RDPARMAOH44134

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$11,294$11,294$0
OH FILING FEES$200$0$200

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