PERKINS CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PERKINS CHARITABLE FOUNDATION (EIN 34-6549753)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202111329349100421
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T08:29:58-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341653424 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAN BAZAN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4807 ROCKSIDE RD 620 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | 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 | 346549753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERK | BusinessNameControlTxt |
| Phone | 2166210465 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 HANNA BLDG 1422 EUCLID AVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE OLIVA III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2166210465 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | OLIVA III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STACEY M GARDELLA | PreparerPersonNm |
| PTIN | P00963657 | PTIN |
| Phone | 2163287800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $43,347,027 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $429 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $429 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $946,155 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $946,155 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $974,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,466,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $974,483 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,725 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,725 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,959,792 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,959,792 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $83,665 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $83,665 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,682 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $28,175 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,175 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $768 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $144,815 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,468 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,844,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,844,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,989,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,875,903 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$29,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,876,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $786,729 | CashBOYAmt |
| Cash EOY | $688,364 | CashEOYAmt |
| Cash EOYFMV | $688,364 | CashEOYFMVAmt |
| Corporate Stock BOY | $11,909,625 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,948,390 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $41,522,239 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,123,158 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,096,163 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,136,424 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,819,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,732,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,347,027 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,819,512 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,732,917 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,819,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,732,917 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,819,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,732,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,819,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$29,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,790,054 | SubtotalAmt |
| Other Decreases | $57,137 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,732,917 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO SALES-PUBLICLY TRADED STOCK | $1,074,204 | $377,066 | $697,138 | $697,138 | |
| WELLS FARGO SALES-PUBLICLY TRADED STOCK | $391,845 | $114,500 | $277,345 | $277,345 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $974,483 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,891 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,891 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $1,211 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARILYN BEST | IndividualWithBooksNm |
| Phone | 2166210465 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 HANNA BLDG 1422 EUCLID AVE | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| LEIGH H PERKINS | ||||||||
| 1150 HANNA BLDG 1422 EUCLID AVE | CLEVELAND | OH | 44115 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SALLIE SULLIVAN | ||||||||
| 1150 HANNA BLDG 1422 EUCLID AVE | CLEVELAND | OH | 44115 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| GEORGE OLIVA III | ||||||||
| 1150 HANNA BLDG 1422 EUCLID AVE | CLEVELAND | OH | 44115 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARILYN BEST | ||||||||
| 1150 HANNA BLDG 1422 EUCLID AVE | CLEVELAND | OH | 44115 | SEC/TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,586,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,277,010 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,124,899 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,988,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,988,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $584,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,403,904 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,920,195 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,920,195 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,078 | TotalTaxAmt |
| Distributable Before Adj | $1,894,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,894,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,894,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,875,903 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,875,903 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,875,903 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,894,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,834,468 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,875,903 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,834,468 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,435 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,852,682 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEIGH H PERKINS | ContributingManagerNm |
| Contributing Manager | SALLIE SULLIVAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARILYN BEST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 HANNA BUILDING 1422 EUCLID | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166210465 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC GUIDELINES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (161 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| AFRICAN WILDLIFE FOUNDATION | ||||||
| 1400 SIXTEENTH ST NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $750 |
| AMERICAN BIRD CONSERVANCY (MIGRATORY BIRD PROJECT) | ||||||
| PO BOX 249 | LA PLAINS | VA | 20198 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $59,000 |
| AMERICAN RED CROSS OF GREATER CLEVELAND | ||||||
| 3747 EUCLID AVENUE | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| ANIMAL HUMANE ASSOCIATION OF STAR VALLEY | ||||||
| PO BOX 654 | THAYNE | WY | 83127 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| ARCHBOLD FOUNDATION | ||||||
| 910 SOUTH BROAD STREET | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $48,000 |
| ARTS FOR LIFE | ||||||
| 7 BEAVERDAM ROAD SUITE 207 | ASHEVILLE | NC | 29904 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,000 |
| ASHEVILLE COMMUNITY THEATRE | ||||||
| 35 E WALNUT ST | ASHEVILLE | NC | 28801 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| ATLANTIC SALMON FEDERATION | ||||||
| PO BOX 807 | CALAIS | ME | 04619 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $750 |
| AUCILLA RESEARCH INSTITUTE | ||||||
| 555 NORTH JEFFERSON STREET | MONTICELLO | FL | 32344 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $67,000 |
| AUDUBON OF FLORIDA | ||||||
| 4500 BISCAYNE BLVD 350 | MIAMI | FL | 32137 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| BBB WISE GIVING ALLIANCE | ||||||
| 3033 WILSON BLVD SUITE 710 | ARLINGTON | VA | 22201 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| BEST BUDDIES OHIO | ||||||
| 1335 DUBLIN ROAD SUITE 209-A | COLUMBUS | OH | 43215 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,525 |
| BLACKFOOT CHALLENGE | ||||||
| PO BOX 103 | OVANDO | MT | 59854 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| BLACKFOOT PATHWAYS SCULPTURE IN THE WILD | ||||||
| PO BOX 712 | LINCOLN | MT | 59639 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,500 |
| BLUECOATS INC | ||||||
| 23300 MERCANTILE ROAD | BEACHWOOD | OH | 44122 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $700 |
| BONEFISH AND TARPON TRUST | ||||||
| 2937 SW 27TH AVE SUITE 203 | MIAMI | FL | 33101 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| BREAKTHROUGH SCHOOLS | ||||||
| 3615 SUPERIOR AVE SUITE 3103A | CLEVELAND | OH | 44114 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| BREVARD MUSIC CENTER INC | ||||||
| PO BOX 312 | BREVARD | NC | 28712 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $45,000 |
| BURR & BURTON ACADEMY | ||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| CALIFORNIA TROUT | ||||||
| 360 PINE STREET 4TH FLOOR | SAN FRANCISCO | CA | 94104 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| CAMPAIGN ZERO | ||||||
| 10 LIBERTY ST APT 38D | NEW YORK | NY | 10005 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $800 |
| CAPITAL MEDICAL SOCIETY (WE CARE) | ||||||
| 1204 MICCOSUKEE ROAD | TALLAHASSEE | FL | 32308 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,000 |
| CENTER THEATRE GROUP | ||||||
| 601 WEST TEMPLE STREET | LOS ANGELES | CA | 90012 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $30,000 |
| CHALLENGED ATHLETES FOUNDATION | ||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| CHILDREN'S ONCOLOGY CAMP (MAKE-A-DREAM) | ||||||
| PO BOX 1450 | MISSOULA | MT | 59806 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| CITY MISSION | ||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| CLARK FORK COALITION | ||||||
| PO BOX 7593 | MISSOULA | MT | 59807 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| CLEVELAND CLINIC | ||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,000 |
| CLEVELAND HEARING & SPEECH CENTER | ||||||
| 11635 EUCLID AVE | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| CLEVELAND MUSEUM OF ART | ||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,550 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | ||||||
| ONE WADE OVAL | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $299,400 |
| CLEVELAND ORCHESTRA | ||||||
| 11001 EUCLID AVENUE | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,650 |
| CLEVELAND PLAY HOUSE | ||||||
| 1901 EAST 13TH ST SUITE 200 | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| COLLEGE NOW GREATER CLEVELAND (FORMERLY CSP) | ||||||
| 50 PUBLIC SQUARE 1800 | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| COMMUNITY FOOD CUPBOARD | ||||||
| PO BOX 864 | MANCHESTER CENTER | VT | 05255 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| COMMUNITY FOUNDATION OF JACKSON HOLE | ||||||
| PO BOX 574 | JACKSON | WY | 83001 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,500 |
| CONNECTICUT COLLEGE | ||||||
| 270 MOHEGAN AVENUE | NEW LONDON | CT | 06320 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $50,000 |
| CUYAHOGA VALLEY SCENIC RAILROAD | ||||||
| PO BOX 158 | PENINSULA | OH | 44264 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| CWRU-FP BOLTON SCHOOL OF NURSING | ||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,000 |
| DANA FARBER CANCER INSTITUTEJIMMY FUND | ||||||
| 10 BROOKLINE PLACE W 6TH FLOOR | BROOKLINE | MA | 02445 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $330 |
| DUCKS UNLIMITED | ||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| EARTHJUSTICE | ||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| EPIPHANY SCHOOL | ||||||
| 154 CENTER STREET | DORCHESTER | MA | 01742 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| EQUAL JUSTICE INSTITUTE | ||||||
| 122 COMMON ST | MONTGOMERY | AL | 36104 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,000 |
| FENN SCHOOL | ||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $350 |
| FLAT ROCK PLAYHOUSE | ||||||
| PO BOX 310 | FLAT ROCK | NC | 28731 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,000 |
| FRIENDS OF HILDENE | ||||||
| 1005 HILDENE ROAD | MANCHESTER | VT | 05254 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| GRAYSON-JOCKEY CLUB RESEARCH | ||||||
| 821 CORPORATE DRIVE | LEXINGTON | KY | 40503 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| GREAT LAKES THEATRE FESTIVAL | ||||||
| 1501 EUCLID AVENUE 300 | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $37,500 |
| GRATEFUL HEARTS | ||||||
| PO BOX 337 | DORSET | VT | 05251 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,500 |
| HANNA PERKINS CENTER | ||||||
| 19910 MALVERN ROAD | CLEVELAND | OH | 44120 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $14,675 |
| HAWKEN SCHOOL | ||||||
| PO BOX 8002 | GATES MILLS | OH | 44040 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| HENRY'S FORK FOUNDATION | ||||||
| PO BOX 550 | ASHTON | ID | 83420 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| HOBART WILLIAM SMITH COLLEGES | ||||||
| 615 S MAIN STREET | GENEVA | NY | 14456 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,600 |
| HOLE FOOD RESCUE | ||||||
| PO BOX 2955 | JACKSON | WY | 83001 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| IDEASTREAM | ||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| IN THE MOMENT | ||||||
| 103 BRIAR BROOK RUN | BLACK MOUNTAIN | NC | 28711 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| INSTITUTE FOR SHIPBOARD EDUCATION | ||||||
| 2243 CENTRE AVENUE SUITE 300 | FORT COLLINS | CO | 88026 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| JACKSON HOLE LAND TRUST | ||||||
| PO BOX 2897 | JACKSON | WY | 83001 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,500 |
| JACKSON HOLE PUBLIC ART | ||||||
| PO BOX 4413 | JACKSON | WY | 83001 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| JOHNNY MORRIS' WONDERS OF WILDLIFE FOUNDATION | ||||||
| 2500 E KEARNY | SPRINGFIELD | MO | 65909 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $183,000 |
| KINDERWOOD PROGRAM | ||||||
| PO BOX 255 ROUTE 2B | OLD FORGE | NY | 13420 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| LAKE ERIE NATURE & SCIENCE CENTER | ||||||
| 28728 WOLF ROAD | BAY VILLAGE | OH | 44140 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,500 |
| LAKE PARKS FOUNDATION | ||||||
| 29440 RIDGE ROAD | WICKLIFFE | OH | 44092 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| LAKE STREET COUNCIL | ||||||
| 919 E LAKE STREET | MINNEAPOLIS | MN | 55407 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| LEGACY PHILANTHROPY WORKS | ||||||
| PO BOX 7360 | JACKSON | WY | 83002 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| LOYALHANNA WATERSHED ASSOCIATION | ||||||
| 6 OLD LINCOLN HIGHWAY WEST | LIGONIER | PA | 15658 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| MEDFIELD COALITION FOR PUBLIC EDUCATION | ||||||
| PO BOX 452 | MEDFIELD | MA | 02052 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| MIDDLEBURY COLLEGE | ||||||
| 14 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,000 |
| MILWAUKEE CHILDREN'S CHOIR | ||||||
| 427 EAST STEWART STREET SUITE 100 | MILWAUKEE | WI | 53207 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $550 |
| MONTANA ENVIRONMENTAL INFORMATION CENTER | ||||||
| PO BOX 1184 | HELENA | MT | 59624 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| NATIONAL AUDUBON SOCIETY | ||||||
| 225 VARICK STREET | NEW YORK | NY | 10014 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||
| 2600 VIRGINIA AVE NW 1100 | WASHINGTON | DC | 20037 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| NATIVE ECOSYSTEMS COUNCIL | ||||||
| PO BOX 145 | WILLOW CREEK | MT | 59760 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| NEALS | ||||||
| 333 WEST ROAD | RYE | NH | 038702549 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| NORTHERN STAGE THEATRE | ||||||
| 74 GATES STREET | WHITE RIVER JUNCTION | VT | 05001 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $25,000 |
| NORTHSHIRE DAY SCHOOL | ||||||
| 5484 MAIN STREET | MANCHESTER | VT | 05255 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,000 |
| NOTICEABILITY INC | ||||||
| PO BOX 380617 | CAMBRIDGE | MA | 02238 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH STREET 8TH FLOOR | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| OLD JOE CLUB CHARITIES INC | ||||||
| PO BOX 608 | EXPORT | PA | 15632 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,450 |
| OREGON WILDLIFE FOUNDATION | ||||||
| 901 SE OAK STREET SUITE 103 | PORTLAND | OR | 97214 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,150 |
| OUTDOOR AFRO | ||||||
| 2323 BROADWAY ST | OAKLAND | CA | 94612 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,000 |
| PASSION CITY CHURCH | ||||||
| PO BOX 14145 | ATLANTA | GA | 30324 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| PATAGONIAN LAND CONSERVATION TRUST | ||||||
| 800 W MAIN ST 1200 | BOISE | ID | 83702 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $12,000 |
| PATHFINDER INTERNATIONAL | ||||||
| NINE GALEN STREET SUITE 217 | WATERTOWN | MA | 02172 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $43,000 |
| PATHWAYS VERMONT | ||||||
| 125 COLLEGE ST 2ND FLOOR | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| PAWS OF JACKSON HOLE | ||||||
| PO BOX 13033 | JACKSON | WY | 83002 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| PIONEER INSTITUTE | ||||||
| 185 DEVONSHIRE STREET SUITE 1101 | BOSTON | MA | 02109 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $300 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| 125 WILLIAMS STREET 10TH FLOOR | NEW YORK | NY | 10038 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,000 |
| PLANNED PARENTHOOD OF GREATER OHIO | ||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $25,000 |
| PLANNED PARENTHOOD OF NORTH CENTRAL FLORIDA | ||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $55,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||
| 784 HERCULES DR SUITE 110 | COLCHESTER | VT | 05446 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| PLANNED PARENTHOOD OF OHIO | ||||||
| 206 E STATE STREET | COLUMBUS | OH | 43215 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| PLANNED PARENTHOOD SOUTHEAST | ||||||
| 241 PEACHTREE STREET NE SUITE 400 | ATLANTA | GA | 30303 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,000 |
| PLAYHOUSE SQUARE FOUNDATION | ||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $8,450 |
| POINTER RESCUEORG | ||||||
| 9949 MALLOW STREET | MANASSAS | VA | 20110 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| PRETERM | ||||||
| 12000 SHAKER BLVD | SHAKER HEIGHTS | OH | 44120 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $26,500 |
| PRICKLY PEAR LAND TRUST | ||||||
| PO BOX 892 | HELENA | MT | 59624 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,250 |
| PROJECT HEALING WATERS | ||||||
| PO BOX 695 | LA PLATA | MD | 20464 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $16,000 |
| PROPERTY & ENVIRONMENT RESEARCH CENTER | ||||||
| 2048 ANALYSIS DR SUITE A | BOZEMAN | MT | 59718 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| PROTECT OUR WATER JACKSON HOLE | ||||||
| PO BOX 1014 | WILSON | WY | 83014 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| RED HILLS HORSE TRAILS | ||||||
| PO BOX 14869 | TALLAHASSEE | FL | 32317 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,200 |
| SECOND CHANCE ANIMAL SHELTER | ||||||
| 1779 VT ROUTE 7A | ARLINGTON | VT | 05250 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $8,000 |
| SHELDRICK WILDLIFE TRUST SUA | ||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| SNAKE RIVER FUND | ||||||
| PO BOX 7033 | JACKSON | WY | 83002 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,000 |
| SOUL RIVER INC | ||||||
| 1926 N KILPATRICK ST SUITE B | PORTLAND | OR | 98217 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| SOUTHERN VERMONT ARTS CENTER | ||||||
| 930 SVAC DRIVE | MANCHESTER | VT | 05255 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| SOUTHWESTERN VERMONT HEALTH CARE | ||||||
| 100 HOSPITAL DRIVE | BENNINGTON | VT | 05201 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,375 |
| ST DUNSTAN'S EPISCOPAL CHURCH | ||||||
| PO BOX 515 | DOVER | MA | 02030 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,250 |
| ST IGNATIUS HIGH SCHOOL | ||||||
| 1911 W 30TH STREET | CLEVELAND | OH | 44113 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| ST JOHN'S HEALTH FOUNDATION JACKSON WY | ||||||
| PO BOX 428 | JACKSON | WY | 83001 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $300 |
| ST JOHN'S UNITED METHODIST CHURCH AIKEN SC | ||||||
| 104 NEWBERRY ST NW | AIKEN | NC | 29801 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,200 |
| SUMMIT COUNTY HISTORICAL SOCIETY | ||||||
| 550 COPLEY ROAD | AKRON | OH | 44320 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| SUN RIVER WATERSHED COMMITTEE | ||||||
| PO BOX 7312 | GREAT FALLS | MT | 59406 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| TALL TIMBERS RESEARCH STATION | ||||||
| 13093 BEADEL DRIVE | TALLAHASSEE | FL | 32312 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $119,900 |
| THE MADEIRA SCHOOL | ||||||
| 8392 GEORGETOWN PIKE | MCLEAN | VA | 22102 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $64,000 |
| THE METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $15,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX DRIVE 100 | ARLINGTON | VA | 22203 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,100 |
| THE NATURE CONSERVANCY-MONTANA | ||||||
| 32 S EWING STREET | HELENA | MT | 59601 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $20,000 |
| THE NATURE CONSERVANCY-OHIO | ||||||
| 6375 RIVERSIDE DRIVE SUITE 100 | DUBLIN | OH | 43017 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $9,500 |
| THE NATURE CONSERVANCY-WYOMING | ||||||
| 238 MAIN STREET | LANDER | WY | 82520 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,000 |
| THE SALVATION ARMY | ||||||
| 25 SHAMUT ROAD | CANTON | MA | 02021 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,400 |
| THE WILDERNESS SOCIETY | ||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| THEODORE ROOSEVELT CONSERVATION PARTNERS | ||||||
| 529 14TH STREET NW SUITE 500 | WASHINGTON | DC | 20045 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $11,000 |
| THERAPEUTIC RIDING CENTER | ||||||
| 16497 SNYDER ROAD | CHAGRIN FALLS | OH | 44023 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| THOMAS COUNTY HUMANE SOCIETY | ||||||
| 180 BIG SKY DRIVE | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $27,000 |
| THOMAS UNIVERSITY | ||||||
| 1501 MILLPOND | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $12,000 |
| THOMASVILLE ANTIQUES SHOW | ||||||
| PO BOX 1633 | THOMASVILLE | GA | 31799 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $730 |
| THOMASVILLE CENTER FOR THE ARTS | ||||||
| PO BOX 2177 | THOMASVILLE | GA | 31799 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,525 |
| THOMASVILLE LANDMARKS | ||||||
| PO BOX 1285 | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,000 |
| TROUT UNLIMITED | ||||||
| 1777 N KENT STREET 100 | ARLINGTON | VA | 22203 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| TROUT UNLIMITED - MONTANA | ||||||
| PO BOX 7186 | MISSOULA | MT | 59807 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,500 |
| TROUT UNLIMITED - WYOMING | ||||||
| PO BOX 4069 | JACKSON | WY | 83001 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| TROUT UNLIMITED - BLACKFOOT CHAPTER | ||||||
| PO BOX 1 | OVANDO | MT | 59854 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $3,000 |
| TROUT UNLIMITED - HEADWATERS | ||||||
| 394 MERRIMON AVENUE | ASHEVILLE | NC | 28801 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,500 |
| TRUSTEES OF RESERVATIONS | ||||||
| 572 ESSEX STREET | BOSTON | MA | 01915 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $750 |
| UNITED WAY OF GREATER CLEVELAND | ||||||
| 1331 EUCLID AVENUE | CLEVELAND | OH | 44115 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| UNITED WAY OF THOMAS COUNTY | ||||||
| PO BOX 1824 | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $31,000 |
| UNIVERSITY HOSPITALS OF CLEVELAND (INFECTIOUS DISEASE) | ||||||
| 11100 EUCLID AVENUE | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| UNIVERSITY OF WYOMING FOUNDATION | ||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82070 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| UNIVERSITY SCHOOL | ||||||
| 2785 SOM CENTER ROAD | CLEVELAND | OH | 44022 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $7,500 |
| UPPER DELAWARE RIVER WATERSHED | ||||||
| 158 EAST FRONT STREET | HANCOCK | NY | 13783 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $4,875 |
| UPPER MISSOURI WATERKEEPER | ||||||
| 24 S WILSON AVE SUITE 6-7 | BOZEMAN | MT | 59715 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| USEA FOUNDATION | ||||||
| 525 OLD WATERFORD RD NW | LEESBURG | VA | 20176 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| VIEWARTS | ||||||
| PO BOX 1144 | OLD FORGE | NY | 13420 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $6,250 |
| VOCATIONAL GUIDANCE SERVICES | ||||||
| 2239 EAST 55TH STREET | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $17,000 |
| WAKE FOREST UNIVERSITY | ||||||
| 1834 WAKE FOREST BLVD | WINSTONSALEM | NC | 27106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| WARRIORS AND QUIET WATERS FOUNDATION INC | ||||||
| 351 EVERGREEN DRIVE SUITE A | BOZEMAN | MT | 59715 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,000 |
| WEST POINT | ||||||
| 698 MILL ROAD | WEST POINT | NY | 10996 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $5,350 |
| WESTERN RESERVE HISTORICAL SOCIETY (RESOURCE CENTER) | ||||||
| 10825 EAST BOULEVARD | CLEVELAND | OH | 44106 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| WESTERN RESERVE LAND CONSERVANCY | ||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $1,500 |
| WILDLIFE ARTS FESTIVAL | ||||||
| 600 E WASHINGTON STREET | THOMASVILLE | GA | 31792 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $12,500 |
| WOOD RIVER LAND TRUST | ||||||
| 119 EAST BULLION STREET | HAILEY | ID | 83333 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $10,000 |
| WOOSTER SCHOOL | ||||||
| 81 MIRY ROAD | DANBURY | CT | 06810 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $500 |
| WORLD WILDLIFE FUND | ||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $750 |
| WYOMING PUBLIC RADIO | ||||||
| 1000 E UNIVERSITY AVENUE | LARAMIE | WY | 82071 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $250 |
| ZULLO GALLERY FOR THE ARTS | ||||||
| 456A MAIN STREET | MEDFIELD | MA | 02052 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,500 |
| 1000 FRIENDS OF FLORIDA | ||||||
| PO BOX 5948 | TALAHASSEE | FL | 32314 | NO RELATIONSHIP | PHILANTHROPIC PURPOSES. | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,844,435 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $429 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $946,155 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,725 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $974,483 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,959,792 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,959,792 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3,4 | HELD FOR INVESTMENT PURPOSES |
| 8 | HELD FOR INVESTMENT PURPOSES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,525 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15,000 ABBOTT LABORATORIES | $17,301 | $1,642,350 |
| 20,000 SHS. ABBVIE INC. | $357,276 | $2,143,000 |
| 300 SHS. ALPHABET INC. VOTING CAPITAL STK. CL A | $76,850 | $525,792 |
| 300 SHS. ALPHABET INC. NONVOTING CAPITAL STK. CL A | $76,604 | $525,564 |
| 5,000 AMERICAN EXPRESS COMPANY | $380,079 | $604,550 |
| 2,400 SHS. AMGEN INC | $402,577 | $551,808 |
| 22,400 SHS. APPLE INC | $347,697 | $2,972,256 |
| 3,000 SHS. BOEING COMPANY | $177,526 | $642,180 |
| 5,000 CATERPILLAR INC | $301,271 | $910,100 |
| 20,000 SHS. COCA COLA COMPANY | $449,704 | $1,096,800 |
| 13,000 EATON CORP | $480,471 | $1,561,820 |
| 15,000 EXXON MOBILE | $223,406 | $618,300 |
| 27,000 GENERAL MOTORS CO | $856,823 | $1,124,280 |
| 3,000 HOME DEPOT INC. | $714,883 | $796,860 |
| 9,450 HONEYWELL INTERNATIONAL INC | $871,077 | $2,010,015 |
| 40,000 INTEL CORP | $332,265 | $1,992,800 |
| 9,850 SHS. JOHNSON & JOHNSON | $921,844 | $1,550,193 |
| 2,000 SHS. LOWES COMPANIES INC | $331,070 | $321,020 |
| 13,000 MERCK & COMPANY | $494,284 | $1,063,400 |
| 15,000 JP MORGAN CHASE & CO | $647,986 | $1,906,050 |
| 30,000 SHS. MICROSOFT CORP | $210,852 | $6,672,600 |
| 10,000 SHS. PEPSI CO INC | $24,419 | $1,483,000 |
| 50,000 PFIZER INC | $231,770 | $1,840,500 |
| 12,000 PROCTOR & GAMBLE COMPANY | $38,902 | $1,669,680 |
| 9,859 SHS. SYNCHRONY FINANCIAL | $20,962 | $342,206 |
| 6,000 SHS. TARGET | $291,006 | $1,059,180 |
| 5,000 SHS. UPS CLASS B | $355,249 | $842,000 |
| 15,000 SHS. US BANCORP | $664,153 | $698,850 |
| 5,000 SHS. VERIZON COMMUNICATIONS | $220,503 | $293,750 |
| 6,203 SHS. VIATRIS INC. | $12,712 | $116,244 |
| 20,000 SHS. WALGREENS BOOTS ALLIANCE INC | $95,175 | $797,600 |
| 15,000 SHS. WELLS FARGO COMPANY | $602,377 | $452,700 |
| 2,300 SHS. WHIRLPOOL CORP | $392,607 | $415,127 |
| 1,600 SHS. 3M CO | $326,709 | $279,664 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 957.69 UNITS TITANIUM GSA FUND LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,096,163 | BookValueAmt |
| EOYFMV | $1,136,424 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT FOR RETURN OF CAPITAL RELATING TO STOCK INVESTMENT | Desc |
| Amt | $57,137 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $200 | $0 | $200 |
| BANK FEES | $568 | $0 | $568 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BOYD WATTERSON GSA FUND LP K-1 FEIN: 45-2061717 | $38,725 | $38,725 | $38,725 |
| $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $69,444 | $69,444 | $0 |
| INVESTMENT FEES - PARTNERSHIP | $14,221 | $14,221 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $29,682 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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