ALBERT J WEATHERHEAD III FOUNDATION CO THOMAS F ALLEN: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ALBERT J WEATHERHEAD III FOUNDATION CO THOMAS F ALLEN (EIN 51-0137950)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-12
IRS object ID: 202103169349100905
Schema version: 2020v4.1
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
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-12T07:16:20-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	301 SPRINGSIDE DRIVE	AddressLine1Txt
City	AKRON	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44333	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	510137950	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ALBERT J WEATHERHEAD III FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% CELIA WEATHERHEAD	InCareOfNm
Business Name Control	ALBE	BusinessNameControlTxt
Phone	4404610200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5915 LANDERBROOK DRIVE Suite 360	AddressLine1Txt
City	MAYFIELD HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44124	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Celia Weatherhead	PersonNm
Person Title	President	PersonTitleTxt
Phone	4404610200	PhoneNum
Signature	2021-08-26	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Celia	PersonFirstNm
Person Last	Weatherhead	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TINA HOLYAK	PreparerPersonNm
PTIN	P01261926	PTIN
Phone	3306689696	PhoneNum
Preparation	2021-10-27	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	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	$10,023,704	FMVAssetsEOYAmt
Method Of Accounting Other	Yes (X)	MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$0	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$124,258	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$123,892	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$436,419	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,793,092	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$436,419	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$3,091	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$11	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$563,768	TotalRevAndExpnssAmt
Total Net Invst Incm	$560,322	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$7,335	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,668	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$366	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$129,347	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$131,160	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$13,115	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$5,146	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,296	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$200	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$142,028	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$137,124	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,481	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$396,934	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$396,934	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$538,962	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$137,124	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$410,415	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$24,806	ExcessRevenueOverExpensesAmt
Net Investment Income	$423,198	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$58,818	CashBOYAmt
Cash EOY	$68,433	CashEOYAmt
Cash EOYFMV	$68,433	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$286,179	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$231,992	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$231,992	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$8,223,163	CorporateStockBOYAmt
Corporate Stock EOY	$9,565,841	CorporateStockEOYAmt
Corporate Stock EOYFMV	$9,565,841	CorporateStockEOYFMVAmt
Other Investments BOY	$159,318	OtherInvestmentsBOYAmt
Other Investments EOY	$157,438	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$157,438	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$8,727,478	TotalAssetsBOYAmt
Total Assets EOY	$10,023,704	TotalAssetsEOYAmt
Total Assets EOYFMV	$10,023,704	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$8,727,478	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$10,023,704	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$8,727,478	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$10,023,704	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$8,727,478	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$10,023,704	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$8,727,478	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$24,806	ExcessRevenueOverExpensesAmt
Other Increases	$1,271,420	OtherIncreasesAmt
Subtotal	$10,023,704	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$10,023,704	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
KEYBANK NATIONAL ASSOCIATION #1380	$428,532	$350,404	$78,128	$78,128
KEYBANK NATIONAL ASSOCIATION #1380	$2,364,560	$2,006,269	$358,291	$358,291

Field	Value	IRS element (for citing)
Capital Gain Net Income	$436,419	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,882	InvestmentIncomeExciseTaxAmt
Subtotal	$5,882	SubtotalAmt
Tax Based On Investment Income	$5,882	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$13,210	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$13,210	TotalPaymentsAndCreditsAmt
Overpayment	$7,328	OverpaymentAmt
Applied To ES Tax	$7,328	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	n/a	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	CELIA WEATHERHEAD	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4404610200	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5915 LANDERBROOK DRIVE SUITE 360	AddressLine1Txt
City	MAYFIELD HEIGHTS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44124	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES E SHEEDY
5915 LANDERBROOK DRIVE Suite 360	MAYFIELD HEIGHTS	OH	44124	VICE PRESIDENT	1.0	$0	$0	$0
CELIA J WEATHERHEAD
5915 LANDERBROOK DRIVE Suite 360	MAYFIELD HEIGHTS	OH	44124	PRESIDENT	1.0	$0	$0	$0
TERRI LACY
5915 LANDERBROOK DRIVE Suite 360	MAYFIELD HEIGHTS	OH	44124	SECRETARY/TREASURER	1.0	$0	$0	$0
Scott Cowen
5915 LANDERBROOK DRIVE Suite 360	MAYFIELD HEIGHTS	OH	44124	VICE PRESIDENT	1.0	$0	$0	$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Neuberger Berman LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	605 Third Avenue	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10158	ZIPCd

Field	Value	IRS element (for citing)
Service Type	Investment Manager	ServiceTypeTxt
Compensation	$115,064	CompensationAmt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$8,429,929	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$412,465	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,842,394	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,842,394	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$132,636	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,709,758	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$435,488	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$435,488	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,882	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,882	TotalTaxAmt
Distributable Before Adj	$429,606	DistributableBeforeAdjAmt
Distributable Before Ded	$429,606	DistributableBeforeDedAmt
Distributable As Adjusted	$429,606	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$410,415	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$410,415	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$410,415	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$429,606	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$3,127	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2	$24,732	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$12,979	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$40,838	TotalExcessDistributionCyovAmt
Qualifying Distributions	$410,415	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Current Year	$410,415	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$19,191	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$19,191	ExcessDistributionCyovAppCYAmt
Total Corpus	$21,647	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$21,647	ExcessDistriCyovToNextYrAmt
Excess From Year2	$8,668	ExcessFromYear2Amt
Excess From Year1	$12,979	ExcessFromYear1Amt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	Address Line2RecipientUSAddress/AddressLine2Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Columbia University
420 WEST 118TH STREET	9TH FLOOR	NEW YORK	NY	10027	none	PC	TO SUPPORT THE WEATHERHEAD EAST ASIAN INSTITUTE. INSTITUTE.	$155,932
WHAM Art Association
16560 N DYSART ROAD		SURPRISE	AZ	85378	none	PC	TO AID THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$30,000
Case Western Reserve University
10900 EUCLID AVE		CLEVELAND	OH	44106	NONE	PC	TO AID THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.	$211,002

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$396,934	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp
Int On Sav And Temp Cash Invst		IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$124,258	ExclusionAmt

Field	Value	IRS element (for citing)
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	32	ExclusionCd
Exclusion	$3,091	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$436,419	ExclusionAmt

Field	Value	IRS element (for citing)
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$563,768	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$563,768	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$7,335	Amt
Net Investment Income	$3,668	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$366	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	INVESTMENTS- CORPORATE STOCK	StockNm
EOY Book Value	$9,565,841	EOYBookValueAmt
EOYFMV	$9,565,841	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	BROOKFIELD LIMITED PARTNERSHIP	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$157,438	BookValueAmt
EOYFMV	$157,438	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	BUSINESS REGISTRATION	Desc
Revenue And Expenses Per Books	$200	RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Other investment income	$3,091
BROOKFIELD INFRASTRUCTURE PARTNERS	$0	$11

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN/LOSS ON ASSETS	Desc
Amt	$1,271,420	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$129,347	$129,347	$12,934
BROOKFIELD INFRASTRUCTURE		$1,813	$181

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID	$2,296	$2,296
FEDERAL TAXES PAID	$2,850

ALBERT J WEATHERHEAD III FOUNDATION CO THOMAS F ALLEN: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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