CLARA WEISS FUND WEISS DAVID C ET AL TTEE: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CLARA WEISS FUND WEISS DAVID C ET AL TTEE (EIN 34-6556158)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202111309349100141
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-05-10T10:26:39-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Yarwood Accounting IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1113 East Homestead StAddressLine1Txt
CityMedinaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44256ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346556158EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Clara Weiss FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone3304215974PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLizbeth KohlerPersonNm
Person TitleAdmin AsstPersonTitleTxt
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLizbethPersonFirstNm
Person LastKohlerPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura A WalterPreparerPersonNm
PTINP02066010PTIN
Phone3309522221PhoneNum
Preparation2021-05-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,480,406FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$6,346InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,346InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,346InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$228,550DividendsRevAndExpnssAmt
Dividends Net Invst Incm$228,550DividendsNetInvstIncmAmt
Dividends Adj Net Incm$228,550DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$37,698NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$247,622GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,698CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$272,594TotalRevAndExpnssAmt
Total Net Invst Incm$272,594TotalNetInvstIncmAmt
Total Adj Net Incm$234,896TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,775AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,775AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,606TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$605OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$605OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,586TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,980TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$332,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$332,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$352,086TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$349,480TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$79,492ExcessRevenueOverExpensesAmt
Net Investment Income$272,594NetInvestmentIncomeAmt
Adjusted Net Income$234,896AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$103CashBOYAmt
Cash EOY$103CashEOYAmt
Cash EOYFMV$103CashEOYFMVAmt
Sav And Temp Cash Invst BOY$70,561SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$141,845SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$245,045SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,295,090CorporateStockBOYAmt
Corporate Stock EOY$5,235,258CorporateStockEOYAmt
Corporate Stock EOYFMV$5,235,258CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,232LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,232LandBldgEquipAccumDeprecAmt
Total Assets BOY$3,365,754TotalAssetsBOYAmt
Total Assets EOY$5,377,206TotalAssetsEOYAmt
Total Assets EOYFMV$5,480,406TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,365,754RetainedEarningBOYAmt
Retained Earning EOY$5,377,206RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,365,754TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,377,206TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,365,754TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,377,206TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,365,754TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$79,492ExcessRevenueOverExpensesAmt
Other Increases$2,090,944OtherIncreasesAmt
Subtotal$5,377,206SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,377,206TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Five Star 0.516shP2020-01-022020-01-08$2$2
Five Star 135.0shP2020-01-022020-03-25$355$501-$146-$146
BNY Mellon Perptl 3000.0shP2013-12-042020-12-21$75,000$62,338$12,662$12,662
State Str Corp 3000.0shP2013-12-042020-03-16$75,000$64,270$10,730$10,730
Renaissncr C 1005.0shP2013-08-262020-03-26$25,125$23,984$1,141$1,141
Renaissncr C 1000.0shP2013-11-082020-03-26$25,000$23,459$1,541$1,541
Healthpeak PPTYS 0.0shP2000-04-202020-02-18$104$104$104
Oneok Inc New 0.0shP1986-03-242020-01-27$4,524$4,524$4,524
Oneok Inc New 0.0shP1986-04-042020-01-27$5,183$5,183$5,183
Viatris Inc .237shP1983-01-192020-11-20$4$4$4
Renaissncr 995.0shP2010-12-022020-03-26$24,875$22,906$1,969$1,969
Renaissncr 498.0shP2012-06-102020-03-26$12,450$12,464-$14-$14
FieldValueIRS element (for citing)
Capital Gain Net Income$37,698CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$146NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,789InvestmentIncomeExciseTaxAmt
Subtotal$3,789SubtotalAmt
Tax Based On Investment Income$3,789TaxBasedOnInvestmentIncomeAmt
Es Penalty$53EsPenaltyAmt
Tax Due$3,842TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLizbeth Weiss KohlerIndividualWithBooksNm
Phone3304215974PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12014UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Lizbeth Weiss Kohler
8161 Lake RoadSevilleOH44273Admin. Asst.003.00$12,600
William A Weiss
1460 Pitcock LaneWinchesterVA22603Part-Time000.50$0
Robert L Weiss Jr
1661 Crescent Place NWWashingtonDC20009Part-Time000.50$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The sole purpose of the Clara Weiss Fund is to purchase and manage investments to make funding available to disburse as grant funds for non-profit Organizations.Description1Txt
Expenses1$352,086Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,039,002AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$270,966AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,309,968TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,309,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,650CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,230,318NetVlNoncharitableAssetsAmt
Minimum Investment Return$261,516MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$261,516MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,789TaxBasedOnInvestmentIncomeAmt
Total Tax$3,789TotalTaxAmt
Distributable Before Adj$257,727DistributableBeforeAdjAmt
Distributable Before Ded$257,727DistributableBeforeDedAmt
Distributable As Adjusted$257,727DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$349,480ExpensesAndContributionsAmt
Qualifying Distributions$349,480QualifyingDistributionsAmt
Adjusted Qualifying Distri$349,480AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$257,727DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,988ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$64,415ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$41,747ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$98,013ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$86,393ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$297,556TotalExcessDistributionCyovAmt
Qualifying Distributions$349,480QualifyingDistributionsAmt
Applied To Current Year$257,727AppliedToCurrentYearAmt
Remaining Distri From Corpus$91,753RemainingDistriFromCorpusAmt
Total Corpus$389,309TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,988ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$382,321ExcessDistriCyovToNextYrAmt
Excess From Year4$64,415ExcessFromYear4Amt
Excess From Year3$41,747ExcessFromYear3Amt
Excess From Year2$98,013ExcessFromYear2Amt
Excess From Year1$86,393ExcessFromYear1Amt
Excess From Current Year$91,753ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLizbeth KohlerRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3304215974RecipientPhoneNum
Form And Info And MaterialsNone specifiedFormAndInfoAndMaterialsTxt
Submission DeadlinesNone specifiedSubmissionDeadlinesTxt
Restrictions On AwardsNone specifiedRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (197 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Food & Friends
PO Box 98277WashingtonDC200777237To support non-profit operations$5,000
Truro Center for the Arts at Castle Hill
PO Box 756TruroMA02666To support non-profit operations$25,000
Girl Scouts of North East Ohio
1 Girl Scout WayMacedoniaOH440562156To support non-profit operations-$10,000
Girl Scouts of North East Ohio
1 Girl Scout WayMacedoniaOH440562156To support non-profit operations-$5,000
Pretrial Justice Institute
305 Main St 200GaithersburgMD20878To support non-profit operations$5,000
The Microchip Initiative
119 West Davis StreetYellow SpringsOH45387To support non-profit operations$1,000
4-H Club of Clarke County
101 Chalmers CourtBerryvilleVA22611To support non-profit operations$2,000
American University- WAMU-FM
PO Box 17539BaltimoreMD212971539To support non-profit operations$200
Barns of Rose Hill
POBox 738BerryvilleVA22611To support non-profit operations$5,000
Blue Ridge Fire & Rescue Co
PO Box 216BluemontVA20135To support non-profit operations$3,000
Blue Ridge Hospice Inc
333 West Cork St 405WinchesterVA22601To support non-profit operations$2,000
Blue Ridge Studio for the Performing Arts
5 East Main StBerryvilleVA22611To support non-profit operations$800
Blue Ridge Wildlife Center
106 Island Farm LaneBoyceVA22620To support non-profit operations$800
Catholic Charities
200 N Glebe RdArlingtonVA22203To support non-profit operations$2,000
CCAP
PO Box 2112WinchesterVA22604To support non-profit operations$3,000
Clarke Co Conservation Easement Auth
101 Chalmers CourtBerryvilleVA22611To support non-profit operations$2,000
Clarke County Historical Association
PO Box 306BerryvilleVA22611To support non-profit operations$200
Clarke County Humane Foundation
PO Box 713BerryvilleVA22611To support non-profit operations$400
Clarke County Library
101 Chalmers CtBerryvilleVA22611To support non-profit operations$1,500
Colby College
4320 Mayflower HillWatervilleME049019923To support non-profit operations$300
Colorado College
14 East Cache La Poudre StColorado SpringsCO809033298To support non-profit operations$300
Dickinson College
PO Box 1773CarlislePA17013To support non-profit operations$300
Disabled American Veterans
PO Box 14301CincinnatiOH452500301To support non-profit operations$500
Dr Terry Sinclair Health Clinic
301 N Cameron St Ste 100WinchesterVA22601To support non-profit operations$4,000
Eastern Virginia Med School Foundation
PO Box 5NorfolkVA235010005To support non-profit operations$400
FISH of Clarke County Inc
PO Box 1154BerryvilleVA22611To support non-profit operations$3,500
Fort Loudoun Chapter NSDAR
118 Nassau DrWinchesterVA22602To support non-profit operations$1,000
Fremont Street Nursery
533 Fremont StreetWinchesterVA22601To support non-profit operations$2,000
Friends of Woodstock School
PO Box 749780Los AngelesCA900749780To support non-profit operations$3,000
Girls on the Run of Winchester Inc
129 Youth Development CtWinchesterVA22602To support non-profit operations$1,500
Grace Episcopal Church of Berryville
PO Box 678BerryvilleVA226110678To support non-profit operations$3,000
Habitat for Humanity
400 Battaile DrWinchesterVA22601To support non-profit operations$2,000
Hollins University
PO Box 9629RoanokeVA240209629To support non-profit operations$100
Holy Cross Abbey
901 Cool Spring LaneBerryvilleVA226112700To support non-profit operations$1,000
Horseshoe Curve Benevolent Assoc
1162 Pine Grove RoadBluemontVA20135To support non-profit operations$1,000
James Wood High School
161 Apple Pie Ridge RdWinchesterVA22603To support non-profit operations$1,750
John H Enders Fire & Rescue Squad
9 S Buckmarsh StBerryvilleVA22611To support non-profit operations$3,000
Josephine School Community Museum
303 Josephine StreetBerryvilleVA22611To support non-profit operations$600
Lord Fairfax Soil & Water Conser Dist
722B East Queen StStrasburgVA226572439To support non-profit operations$400
Loudoun Country Day School
20600 Red Cedar DrLeesburgVA20175To support non-profit operations$1,500
Ludhiana Christian Medical College Board
PO Box 1327ColumbiaMD21044To support non-profit operations$1,000
Maryland Public Television
PO Box 13183BaltimoreMD212033183To support non-profit operations$100
Mercersburg Academy
300 East Seminary StMercersburgPA172369989To support non-profit operations$100
National Wildlife Federation
PO Box 1637MerrifieldVA221169894To support non-profit operations$300
Northern Virginia 4-H Ed Center
600 4-H Center DrFront RoyalVA22630To support non-profit operations$1,000
Powhatan School
49 Powhatan LaneBoyceVA22620To support non-profit operations$6,000
Proctor Academy
PO Box 389AndoverNH032160389To support non-profit operations$2,000
Project HOPE
255 Carter Hall LaneMillwoodVA226460255To support non-profit operations$1,500
Public Broadcasting Service- WETA
PO Box 96100WashingtonDC200777455To support non-profit operations$500
Redbud Run Elementary
250 First Woods DrWinchesterVA22603To support non-profit operations$2,250
Sacred Heart Academy
110 Keating DriveWinchesterVA22601To support non-profit operations$1,000
Saint Bridget of Ireland Church
1024 West Main StBerryvilleVA22611To support non-profit operations$1,000
Smithsonian Conservation Biology Inst
1500 Remount Rd MRC 5530Front RoyalVA22630To support non-profit operations$1,800
Shenandoah Area Agency on Aging
207 Mosby LnFront RoyalVA22630To support non-profit operations$1,000
Shenandoah Valley Discovery Museum
19 West Cork StWinchesterVA22601To support non-profit operations$1,000
St Agnes School
400 Fontaine StreetAlexandriaVA223029912To support non-profit operations$100
The Bethel Memorial Inc
PO Box 283MillwoodVA22646To support non-profit operations$100
The Laurel Center
PO Box 14WinchesterVA22604To support non-profit operations$3,000
The Museum of Shenandoah Valley
901 Amherst StWinchesterVA22601To support non-profit operations$500
The Wooster Fund
1189 Beall AvenueWoosterOH446912363To support non-profit operations$800
Treasurer of Clarke County
PO Box 537BerryvilleVA22611To support non-profit operations$3,000
Virginia Avenue Charlotte
550 Virginia AvenueWinchesterVA22601To support non-profit operations$3,000
Virginia Episcopal School
400 VES RoadLynchburgVA24503To support non-profit operations$300
Westtown School
975 Westtown RdWest ChesterPA19382To support non-profit operations$300
Wildlife Veterinary Care
PO Box 288MillwoodVA22646To support non-profit operations$1,000
Winchester Union Rescue Mission
435 North Cameron StWinchesterVA22601To support non-profit operations$2,000
WMC Foundation
220 Campus Blvd Ste 402AWinchesterVA22601To support non-profit operations$1,000
World Ocean School
PO Box 51091BostonMA02205To support non-profit operations$1,000
Wounded Warrior Project
PO Box 758517TopekaKS66675To support non-profit operations$800
4-H Camp Clifton Inc
2256 Clifton RdYellow SpringsOH45387To support non-profit operations$4,000
Alternative Paths
246 Northland Dr 200AMedinaOH44256To support non-profit operations$1,000
Applewood Centers Inc
3518 West 25th StreetClevelandOH44109To support non-profit operations$1,250
Arc of Medina County Camp Paradise
4283 Paradise RoadSevilleOH44273To support non-profit operations$5,000
Arc of Medina County Resource Center
4284 Paradise RoadSevilleOH44273To support non-profit operations$2,500
Ashland Police DivSpecial Response Team
1211 E Main StAshlandOH44805To support non-profit operations$1,500
Battered Women's Shelter
974 East Market StAkronOH44305To support non-profit operations$5,000
Brunswick Rotary Foundation
PO Box 252BrunswickOH44212To support non-profit operations$1,000
Camp Ho Mita Koda Foundation
14040 Auburn RoadNewburyOH44065To support non-profit operations$2,500
The Caring Corral
420 Parkview DrSheffieldOH44054To support non-profit operations$1,000
Cathy's House
PO Box 811MedinaOH442580811To support non-profit operations$1,500
Community Health Center
725 E Market StAkronOH44305To support non-profit operations$1,000
Concerns of Police Survivors
PO Box 3199CamdentonMO65020To support non-profit operations$750
Cystic Fibrosis Foundation
8001 Sweet Valley Dr Ste 3Valley ViewOH44125To support non-profit operations$1,500
Feeding Medina County
650 W Smith Rd C-8MedinaOH44256To support non-profit operations$1,500
Fieldstone Farm
16497 Synder RoadChagrin FallsOH44023To support non-profit operations$2,500
Girl Scouts of North East Ohio
1 Girl Scout WayMacedoniaOH440562156To support non-profit operations$15,000
Greater Cleveland Fisher House
PO Box 1852ClevelandOH44106To support non-profit operations$750
Habitat for Humanity - Medina County
233 Lafayette RoadMedinaOH44256To support non-profit operations$3,500
Help Foundation Inc
26900 Euclid AveEuclidOH44132To support non-profit operations$500
Hospice of Medina County
5075 Windfall RdMedinaOH44256To support non-profit operations$1,000
Junior Achievement of North Central Ohio
PO Box 26006AkronOH44319To support non-profit operations$4,000
Lafayette Township Volunteer Fire Dept
6776 Wedgewood RdMedinaOH44256To support non-profit operations$500
Leadership Medina County
6300 Technology LaneMedinaOH44256To support non-profit operations$200
Learning for Life
1325 West Walnut Hill Lane PO Box 1IrvingTX750152225To support non-profit operations$500
Let's Grow Akron Inc
467 Harvey AveAkronOH44314To support non-profit operations$1,000
Love Inc of Cuyahoga County
PO Box 31775IndependenceOH44131To support non-profit operations$1,500
Matthew 25 Coalition
PO Box 284LodiOH44254To support non-profit operations$1,000
Medina Co Creative Housing
232 N Court StreetMedinaOH44256To support non-profit operations$3,000
Medina County Historical Society
206 N Emwood StreetMedinaOH44256To support non-profit operations$1,000
Medina County Parks Districts
6364 Deerview LnMedinaOH44256To support non-profit operations$1,000
Medina County SPCA
8790 Guilford RdSevilleOH44273To support non-profit operations$2,000
Medina County Summer Reinforcement
5175 Rustic Hills DriveMedinaOH44256To support non-profit operations$1,500
Medina County Veterans Memorial Hall
620 North BroadwayMedinaOH442581343To support non-profit operations$250
Miami University Fund
725 East Chestnut StOxfordOH450569972To support non-profit operations$100
NRA Foundation
11250 Waples Mills RoadFairfaxVA22030To support non-profit operations$1,000
NRA Special Contribution Fund
PO Box 700RatonNM87740To support non-profit operations$500
Plainfield Township Library
PO Box 247 415 E Main StHaleMI48739To support non-profit operations$750
Planned Parenthood
444 West Exchange StreetAkronOH44302To support non-profit operations$1,500
Project Learn of Medina County
105 W Liberty Street LowerMedinaOH44256To support non-profit operations$2,000
Recovery Center of Medina County
538 W LibertyMedinaOH44256To support non-profit operations$1,000
Shop with a Cop
1211 E Main StAshlandOH44805To support non-profit operations$1,500
Sunbury Urban Farm
2140 Sunbury RdColumbusOH43219To support non-profit operations$1,250
Valley City Fire & Rescue
PO Box 318Valley CityOH44280To support non-profit operations$1,000
Vocational Guidance Services
2239 East 55th StClevelandOH441034451To support non-profit operations$3,000
Wadsworth FISH
PO Box 754WadsworthOH44282To support non-profit operations$1,000
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH440221131To support non-profit operations$500
Warrior Dog Foundation
5930 Royal Lane Ste E 355DallasTX75230To support non-profit operations$700
Cleveland Clinic Foundation
PO Box 931517ClevelandOH441931655To support non-profit operations$500
Westfield Township Fire and Rescue
8975 N Leroy RoadWestfield CenterOH44251To support non-profit operations$500
Achievement Center for Children
4255 Northfield RoadHighland HillsOH44128To support non-profit operations$1,500
Akron Children's Hospital Foundation
1 Perkins SquareAkronOH44308To support non-profit operations$2,000
American Cancer Society
3500 Embassy Parkway Ste 150FairlawnOH44333To support non-profit operations$1,500
American Heart Association
1375 E 9th St Ste 600ClevelandOH441141785To support non-profit operations$1,500
American Lung Association of NE Ohio
5755 Granger Rd Ste 905IndependenceOH44131To support non-profit operations$1,000
American Red Cross
501 W Market StreetAkronOH44303To support non-profit operations$2,000
Arthritis Foundation- NE Ohio
30775 Bainbridge Rd Ste 210SolonOH44139To support non-profit operations$1,000
Beech Brook
3737 Lander RdClevelandOH44124To support non-profit operations$1,000
Bellefaire Child Care Center
22001 Fairmount BlvdClevelandOH44118To support non-profit operations$1,000
City Mission
5310 Carnegie AveClevelandOH441034360To support non-profit operations$1,000
Cleveland Christian Home for Children
11401 Lorain AveClevelandOH44111To support non-profit operations$1,500
Cleveland Sight Center
1909 East 101st StClevelandOH441068696To support non-profit operations$1,000
College of Wooster
1012 Beall AveWoosterOH44691To support non-profit operations$10,000
Goodwill Industries of Akron Inc
3500 Medina RdMedinaOH44256To support non-profit operations$750
Hadley School for the Blind
7000 Elm StWinnetkaIL600932554To support non-profit operations$1,000
Kidney Foundation of Ohio
2831 Prospect AvenueClevelandOH44115To support non-profit operations$1,000
Larham Foundation The Hattie Inc
9772 Diagonal RdMantuaOH442551200To support non-profit operations$1,500
The Leukemia & Lymphoma Society
6111 Oaktree Blvd S SteIndependenceOH44131To support non-profit operations$500
Little City
1760 W Algonquin RoadPalatineIL60067To support non-profit operations$500
Little Sisters of the Poor
4291 Richmond RdClevelandOH44122To support non-profit operations$1,000
Lutheran Children's Aid & Family Service
4100 Franklin BlvdClevelandOH441132895To support non-profit operations$1,000
Multiple Sclerosis Society
6155 Rockside Rd 202IndependenceOH44131To support non-profit operations$1,000
Muscular Dystrophy Assoc of America
1991 Crocker Road 600WestlakeOH44145To support non-profit operations$1,000
Notre Dame College
4545 College RdClevelandOH441214293To support non-profit operations$1,000
National Society to Prevent Blindness
6803 Mayfield Rd Ste 111ClevelandOH44124To support non-profit operations$1,000
Salvation Army
4196 Center RoadBrunswickOH44212To support non-profit operations$3,000
Special Olympics - Ohio
3303 Winchester PikeColumbusOH43232To support non-profit operations$500
St Joseph's Indian School
1301 N Main StChamberlainSD57326To support non-profit operations$300
St Rita School for the Deaf
1720 Glendale-Milford RdCincinnatiOH45215To support non-profit operations$750
UH Rainbow Babies & Children's Foundation
11100 Euclid AvenueClevelandOH44106To support non-profit operations$2,000
University of the Cumberlands
6178 College Station DrWilliamsburgKY407699990To support non-profit operations$3,000
Warren Wilson College
701 Warren Wilson RdSwannanoaNC287782099To support non-profit operations$1,500
Lake Ridge Academy
37501 Center Ridge RdNorth RidgevilleOH44039To support non-profit operations$5,000
Lake Erie Nature & Science Center
28728 Wolf RdClevelandOH44140To support non-profit operations$10,000
Sweet Briar College
134 Chapel RoadSweet BriarVA24595To support non-profit operations$10,000
Skidmore College
815 N BroadwaySaratoga SpringsNY12866To support non-profit operations$1,500
Medina Hospital
1000 East Washington StMedinaOH44256To support non-profit operations$2,000
St Labre Indian School
Tongue River RoadAshlandMT59003To support non-profit operations$700
Iosco County Habitat for Humanity
PO Box 117Tawas CityMI48764To support non-profit operations$1,000
IOSCO Co Habitat for Humanity
PO Box 117Tawas CityMI48764To support non-profit operations$1,000
St Labre Indian School
Tongue River RoadAshlandMT59003To support non-profit operations$700
Medina Hospital
1000 East Washington StMedinaOH44256To support non-profit operations$2,000
Food & Friends
PO Box 98277WashingtonDC200777237To support non-profit operations$5,000
Amherst College
PO Box 5000AmherstMA01002To support non-profit operations$2,000
Children's National Hospital Foundation
1 Inventa Place 6th floorSilver SpringMD20910To support non-profit operations$500
ECHO
17391 Durrance RoadN Fort MyersFL33917To support non-profit operations$1,000
Focused Ultrasound Foundation
1230 Cedars Court Ste206CharlottesvilleVA22903To support non-profit operations$1,000
Green Acres School
11701 Danville DrRockvilleMD208523799To support non-profit operations$1,000
Habitat for Humanity Lee & Henry Counties
1288 North Tamiami TrailNorth Fort MyersFL33903To support non-profit operations$1,000
Planned Parenthood Federation of America
PO Box 97166WashingtonDC20077To support non-profit operations$500
Southern Poverty Law Center
PO Box 2390MontgomeryAL361022390To support non-profit operations$1,000
Provincetown Art Association & Museum
460 Commercial StProvincetownMA02657To support non-profit operations$1,000
Union of Concerned Scientists
2 Brattle SqCambridgeMA021383742To support non-profit operations$12,500
Truro Center for the Arts at Castle Hill
PO Box 756TruroMA02666To support non-profit operations$10,000
Vassar College
124 Raymond Ave Box 725PoughkeepsieNY126040725To support non-profit operations$1,000
Sierra Club Foundation
85 Second St 2nd FloorSan FranciscoCA94105To support non-profit operations$500
Medina Hospital
1000 East Washington StMedinaOH44256To support non-profit operations-$2,000
St Labre Indian School
Tongue River RoadAshlandMT59003To support non-profit operations-$700
Iosco County Habitat for Humanity
PO Box 117Tawas CityMI48764To support non-profit operations-$1,000
Brunswick Area Historical Society
4613 Laurel RdBrunswickOH44212To support non-profit operations-$500
American Red Cross
501 W Market StreetAkronOH44303To support non-profit operations-$2,000
Coast Guard Academy Alumni Assn Inc
47 Mohegan AveNew LondonCT063208111To support non-profit operations$1,000
First Presbyterian Church of Fort Myers
2438 Second StFort MyersFL33901To support non-profit operations$2,500
Glen Helen Education Center
405 Corry StYellow SpringsOH45387To support non-profit operations$1,000
Harry Chapin Food Bank
3760 Fowler StFort MyersFL33901To support non-profit operations$1,000
Seaside Seabird Sanctuary
18328 Gulf BlvdIndian ShoresFL33785To support non-profit operations$1,000
The Congregational Church
114 South Dixie HighwayLady LakeFL32159To support non-profit operations$2,500
Boston University School of Law
PO Box 15716BostonMA02215To support non-profit operations$1,000
Colgate University
PO Box 313CanajoharieNY13317To support non-profit operations$1,000
Smith College
PO Box 340029BostonMA022410429To support non-profit operations$2,000
Cape Cod Chamber Music Festival
PO Box 1934North EasthamMA02651To support non-profit operations$500
Dumbarton Concerts
3133 Dumbarton St NWWashingtonDC20007To support non-profit operations$500
Art Enables
2204 Rhode Island Ave NEWashingtonDC20018To support non-profit operations$1,000
Touchstone Foundation
901 New York Ave NWWashingtonDC20001To support non-profit operations$500
Civil Rights Corp
1601 Connecticut Ave NW Ste800WashingtonDC20009To support non-profit operations$500
Brady Campaign to Prevent Gun Violence
840 First St NE Ste 400WashingtonDC20002To support non-profit operations$500
Miriam's Kitchen
2401 Virginia Ave NWWashingtonDC20037To support non-profit operations$500
So Others Might Eat
PO Box 96325WashingtonDC200777091To support non-profit operations$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$332,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Related Or Exempt Function Incm$6,346RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Related Or Exempt Function Incm$228,550RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Exclusion18ExclusionCd
Related Or Exempt Function Incm$37,698RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$272,594RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$272,594TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
4Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
8Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feesCategoryTxt
Amt$3,775Amt
Disbursements Charitable Prps$3,775DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyComputerPropertyDesc
Acquired2008-01-01AcquiredDt
Cost Or Other Basis$1,232CostOrOtherBasisAmt
Prior Year Depreciation$1,232PriorYearDepreciationAmt
Computation Methodstraight lineComputationMethodTxt
Life0000000005.000000000000LifeRt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Stifel Equities$3,761,787$3,761,787
Stifel Preferreds$99,240$99,240
Stifel Fixed Income$102,100$102,100
Stifel Mutual Funds$1,272,131$1,272,131

Investments Other Schedule2 InvestmentsOtherSchedule2

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemComputerCategoryOrItemTxt
Cost Or Other Basis$1,232CostOrOtherBasisAmt
Accumulated Depreciation$1,232AccumulatedDepreciationAmt

Other Assets Schedule OtherAssetsSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Broker/Bank fees$281$281
Charitable filing fees$200$200
Supplies$124$124

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gains to dateDesc
Amt$2,090,944Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$2,606Amt

Comments

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