CLARA WEISS FUND WEISS DAVID C ET AL TTEE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLARA WEISS FUND WEISS DAVID C ET AL TTEE (EIN 34-6556158)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-17
- IRS object ID
- 202001999349100300
- Schema version
- 2019v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-17T08:06:26-00:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yarwood Accounting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 E Homestead St | AddressLine1Txt |
| City | Medina | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346556158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Clara Weiss Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 3304215974 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8161 Lake Road | AddressLine1Txt |
| City | Seville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44273 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lizbeth Kohler | PersonNm |
| Person Title | Admin Assistant | PersonTitleTxt |
| Signature | 2020-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Laura A Walter | PreparerPersonNm |
| Phone | 3309522221 | PhoneNum |
| Preparation | 2020-07-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.239.43.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-17 | IPDt |
| IP Tm | 11:19:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7945E2DCD5397B54603554AA4134639CBDDC4B4A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7945E2DCD5397B54603554AA4134639CBDDC4B4A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,140,386 | 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 | $6,635 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,635 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,635 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $245,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,476 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $245,476 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $383,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $251,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,111 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $252,111 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,188 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,188 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,225 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,533 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $256 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,202 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,669 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $381,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $377,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $252,111 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $252,111 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103 | CashBOYAmt |
| Cash EOY | $103 | CashEOYAmt |
| Cash EOYFMV | $103 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $22,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,061 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,472,836 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,295,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,937,222 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,232 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,232 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,495,805 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,365,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,140,386 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,495,805 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,365,754 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,495,805 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,365,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,495,805 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,365,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,495,805 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,051 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,365,754 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,365,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WABTEC | P | 2019-02-26 | 2019-03-01 | $54 | $58 | -$4 | -$4 |
| WABTEC | P | 2019-02-26 | 2019-12-20 | $711 | $781 | -$70 | -$70 |
| BRIT AMER TBCCO SPNS ADR | P | 2017-07-25 | 2019-12-20 | $46,693 | $76,452 | -$29,759 | -$29,759 |
| HORMEL FOODS CORP | P | 2017-04-12 | 2019-12-20 | $44,480 | $34,353 | $10,127 | $10,127 |
| LORD ABB M/A INC A | P | 2014-05-19 | 2019-12-20 | $57,204 | $59,567 | -$2,363 | -$2,363 |
| LORD ABB H/Y A | P | 2014-05-19 | 2019-12-20 | $113,346 | $120,149 | -$6,803 | -$6,803 |
| CORTEVA INC | P | 2000-07-26 | 2019-06-06 | $18 | $10 | $8 | $8 |
| CORTEVA INC | P | 2000-07-26 | 2019-12-20 | $9,126 | $4,957 | $4,169 | $4,169 |
| CORTEVA INC | P | 2006-07-13 | 2019-12-20 | $9,145 | $6,393 | $2,752 | $2,752 |
| DIGITAL CUML H | P | 2014-04-24 | 2019-04-01 | $50,000 | $50,710 | -$710 | -$710 |
| DOW INC | P | 2000-07-26 | 2019-04-05 | $39 | $19 | $20 | $20 |
| DUPONT DE NEMOURS INC | P | 2000-07-26 | 2019-06-05 | $50 | $28 | $22 | $22 |
| GENERAL ELECTRIC CO | P | 1988-08-15 | 2019-12-20 | $21,552 | $6,695 | $14,857 | $14,857 |
| HEALTHPEAK PPTYS INC | P | 2000-04-20 | 2019-02-19 | $30 | $30 | $30 | |
| MARATHON OIL CORP | P | 1984-11-08 | 2019-12-20 | $11,193 | $6,730 | $4,463 | $4,463 |
| MARATHON OIL CORP | P | 1987-08-25 | 2019-12-20 | $1,762 | $1,350 | $412 | $412 |
| MARATHON OIL CORP | P | 2005-01-06 | 2019-12-20 | $12,955 | $11,066 | $1,889 | $1,889 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$960 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$74 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $384,609 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,867,569 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.065548 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $333,190 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,981,262 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.055706 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $346,776 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,748,184 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.060328 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $333,171 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,684,511 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.058610 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $383,375 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,110,986 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.075010 | DistributionYr5Rt |
| Total Distribution | 000000.315202 | TotalDistributionRt |
| Average Distribution | 000000.063040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,875,943 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $370,419 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,521 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $372,940 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $377,669 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,521 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,521 | SubtotalAmt |
| Tax Based On Investment Income | $2,521 | TaxBasedOnInvestmentIncomeAmt |
| Es Penalty | $85 | EsPenaltyAmt |
| Tax Due | $2,606 | TaxDueAmt |
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 | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Lizbeth Weiss Kohler | IndividualWithBooksNm |
| Phone | 3304215974 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8161 Lake Road | AddressLine1Txt |
| City | Seville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44273 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2014 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Lizbeth Weiss Kohler | ||||||
| 8161 Lake Road | Seville | OH | 44273 | Admin. Asst. | 003.00 | $13,188 |
| William A Weiss | ||||||
| 1460 Pitcock Lane | Winchester | VA | 22603 | Part-Time | 000.50 | $0 |
| Robert L Weiss Jr | ||||||
| 1661 Crescent Place NW | Washington | DC | 20009 | Part-Time | 000.50 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The 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 | $381,202 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,844,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,965,424 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,965,424 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,875,943 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $293,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $293,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,521 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,521 | TotalTaxAmt |
| Distributable Before Adj | $291,276 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $291,276 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $291,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $377,669 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $377,669 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,521 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $375,148 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $291,276 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $47,115 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,988 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,747 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $98,013 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $211,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $377,669 | QualifyingDistributionsAmt |
| Applied To Current Year | $291,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $86,393 | RemainingDistriFromCorpusAmt |
| Total Corpus | $297,556 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $47,115 | PriorYearUndistributedIncmAmt |
| Taxable1 | $47,115 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $297,556 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,988 | ExcessFromYear4Amt |
| Excess From Year3 | $64,415 | ExcessFromYear3Amt |
| Excess From Year2 | $41,747 | ExcessFromYear2Amt |
| Excess From Year1 | $98,013 | ExcessFromYear1Amt |
| Excess From Current Year | $86,393 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Lizbeth Kohler | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8161 Lake Road | AddressLine1Txt |
| City | Seville | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44273 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3304215974 | RecipientPhoneNum |
| Form And Info And Materials | None specified | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None specified | SubmissionDeadlinesTxt |
| Restrictions On Awards | None specified | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (204 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Girl Scouts of North East Ohio | |||||
| 1 Girl Scout Way | Macedonia | OH | 440562156 | To support non-profit operations | $5,000 |
| Truro Center for the Arts at Castle Hill | |||||
| PO Box 756 | Truro | MA | 02666 | To support non-profit operations | $5,000 |
| Pretrial Justice Institute | |||||
| 305 Main St 200 | Gaithersburg | MD | 20878 | To support non-profit operations | $5,000 |
| Medina County Veterans Memorial Hall | |||||
| 620 North Broadway | Medina | OH | 44256 | To support non-profit operations | $300 |
| Food & Friends | |||||
| PO Box 98277 | Washington | DC | 200777237 | To support non-profit operations | $10,000 |
| 4-H Camp Clifton Inc | |||||
| 2256 Clifton Rd | Yellow Springs | OH | 45387 | To support non-profit operations | $3,000 |
| Alternative Paths | |||||
| 246 Northland Dr 200A | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Applewood Centers Inc | |||||
| 3518 West 25th St | Cleveland | OH | 44109 | To support non-profit operations | $1,250 |
| Arc of Medina County Camp Paradise | |||||
| 4283 Paradise Rd | Seville | OH | 44273 | To support non-profit operations | $5,000 |
| Arc of Medina County Resource Center | |||||
| 4283 Paradise Rd | Seville | OH | 44273 | To support non-profit operations | $2,500 |
| Ashland Police DivSpecial Response Team | |||||
| 1211 E Main St | Ashland | OH | 44805 | To support non-profit operations | $1,000 |
| Battered Women's Shelter | |||||
| 974 East Market St | Akron | OH | 44305 | To support non-profit operations | $5,000 |
| Brunswick Area Historical Society | |||||
| 4613 Laurel Rd | Brunswick | OH | 44212 | To support non-profit operations | $500 |
| Brunswick City Schools District- LEAP | |||||
| 3642 Center Rd | Brunswick | OH | 44212 | To support non-profit operations | $250 |
| Brunswick Hills Firemen's AssocRescue | |||||
| 1918 Pearl Rd | Brunswick | OH | 442123202 | To support non-profit operations | $500 |
| Brunswick Rotary Foundation | |||||
| PO Box 252 | Brunswick | OH | 44212 | To support non-profit operations | $1,000 |
| Camp Ho Mita Koda Foundation | |||||
| 14040 Auburn Road | Newbury | OH | 44065 | To support non-profit operations | $2,500 |
| The Caring Corral | |||||
| 420 Parkview Dr | Sheffield | OH | 44054 | To support non-profit operations | $1,000 |
| Cathy's House | |||||
| PO Box 811 | Medina | OH | 442580811 | To support non-profit operations | $1,500 |
| Central Ohio Diabetes Assoc Camp Hamwi | |||||
| 1100 Dennison Ave | Columbus | OH | 43201 | To support non-profit operations | $500 |
| Community Health Center | |||||
| 725 E Market St | Akron | OH | 44305 | To support non-profit operations | $1,000 |
| Cyctic Fibrosis Fund - Northern Ohio | |||||
| 8001 Sweet Valley Drive Suite 3 | Valley View | OH | 44125 | To support non-profit operations | $1,500 |
| Feeding Medina County | |||||
| 650 W Smith Rd C-8 | Medina | OH | 44256 | To support non-profit operations | $1,500 |
| Fieldstone Farm | |||||
| PO Box 23129 | Chagrin Falls | OH | 44023 | To support non-profit operations | $2,500 |
| Greater Cleveland Fisher House | |||||
| PO Box 1852 | Cleveland | OH | 44106 | To support non-profit operations | $1,000 |
| Habitat for Humanity - Medina County | |||||
| 342 E Smith Rd | Medina | OH | 44256 | To support non-profit operations | $3,500 |
| Help Foundation Inc | |||||
| 26900 Euclid Ave | Euclid | OH | 44132 | To support non-profit operations | $600 |
| Hospice of Medina County | |||||
| 5075 Windfall Rd | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Habitat for Humanity - Iosco County | |||||
| PO Box 117 | Tawas City | MI | 48764 | To support non-profit operations | $1,000 |
| Junior Achievement of North Central Ohio | |||||
| PO Box 26006 | Akron | OH | 44319 | To support non-profit operations | $4,000 |
| Lafayette Township Volunteer Fire Dept | |||||
| 6776 Wedgewood Rd | Medina | OH | 44256 | To support non-profit operations | $500 |
| Leadership Medina County | |||||
| 39 Public Square Suite 202 | Medina | OH | 44256 | To support non-profit operations | $200 |
| Learning for Life | |||||
| 1325 West Walnut Hill Lane | Irving | TX | 750152079 | To support non-profit operations | $500 |
| Let's Grow Akron Inc | |||||
| 467 Harvey Ave | Akron | OH | 44314 | To support non-profit operations | $1,000 |
| Love Inc of Cuyahoga County | |||||
| PO Box 31775 | Independence | OH | 44131 | To support non-profit operations | $1,500 |
| Matthew 25 Coalition | |||||
| PO Box 284 | Lodi | OH | 44254 | To support non-profit operations | $1,000 |
| Medina Co Creative Housing | |||||
| 1120 N Huntington | Medina | OH | 44256 | To support non-profit operations | $2,500 |
| Medina County Historical Society | |||||
| PO Box 306 | Medina | OH | 44258 | To support non-profit operations | $1,000 |
| Medina County Parks Districts | |||||
| 6364 Deerview Ln | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Medina County SPCA | |||||
| 8790 Guilford Rd | Seville | OH | 44273 | To support non-profit operations | $2,000 |
| Medina City Summer Rein Program | |||||
| 5175 Rustic Hills Dr | Medina | OH | 44256 | To support non-profit operations | $1,500 |
| Medina County Veterans Memorial Hall | |||||
| 620 North Broadway | Medina | OH | 44256 | To support non-profit operations | $200 |
| Medina Creative Therapy Ranch | |||||
| 1120 N Huntington | Medina | OH | 44256 | To support non-profit operations | $1,000 |
| Medina Hospital | |||||
| 1000 East Washington St | Medina | OH | 44256 | To support non-profit operations | $2,000 |
| Miami University Fund | |||||
| 725 East Chestnut St | Oxford | OH | 450569972 | To support non-profit operations | $100 |
| NRA Foundation | |||||
| PO Box 1546 | Merrifield | VA | 221169851 | To support non-profit operations | $1,000 |
| NRA Special Contribution Fund | |||||
| PO Box 700 | Raton | NM | 87740 | To support non-profit operations | $500 |
| Plainfield Township Library | |||||
| PO Box 247 415 E Main St | Hale | MI | 48739 | To support non-profit operations | $750 |
| Planned Parenthood | |||||
| 444 West Exchange St | Akron | OH | 44302 | To support non-profit operations | $1,500 |
| Project Learn of Medina County | |||||
| 105 W Liberty Street | Medina | OH | 44256 | To support non-profit operations | $2,000 |
| Shop with a Cop | |||||
| 1211 E Main St | Ashland | OH | 44805 | To support non-profit operations | $1,500 |
| Southwest General Hospital | |||||
| 18697 East Bagley Rd | Middleburg Hts | OH | 44130 | To support non-profit operations | $1,500 |
| Sunbury Urban Farm | |||||
| 2140 Sunbury Rd | Columbus | OH | 43219 | To support non-profit operations | $1,250 |
| Valley City Fire & Rescue | |||||
| PO Box 318 | Valley City | OH | 44280 | To support non-profit operations | $1,000 |
| Vocational Guidance Services | |||||
| 2239 East 55th St | Cleveland | OH | 441034451 | To support non-profit operations | $3,000 |
| Wadsworth FISH | |||||
| PO Box 754 | Wadsworth | OH | 44282 | To support non-profit operations | $1,000 |
| Western Reserve Land Conservancy | |||||
| 3850 Chagrin River Road | Moreland Hills | OH | 440221131 | To support non-profit operations | $600 |
| Westfield Township Fire and Rescue | |||||
| 8975 N Leroy Road | Westfield Center | OH | 44251 | To support non-profit operations | $500 |
| Achievement Center for Children Dev Office | |||||
| 24211 Center Ridge Rd | Westlake | OH | 44145 | To support non-profit operations | $1,500 |
| American Cancer Society | |||||
| 3500 Embasy Parkway Ste 150 | Fairlawn | OH | 44333 | To support non-profit operations | $1,500 |
| American Heart Association | |||||
| 1375 E 9th St Ste 600 | Cleveland | OH | 441141785 | To support non-profit operations | $1,250 |
| American Kidney Fund | |||||
| 11921 Rockville Pike 300 | Rockville | MD | 20852 | To support non-profit operations | $1,000 |
| American Lung Association of NE Ohio | |||||
| 5755 Granger Rd Ste 905 | Independence | OH | 441312340 | To support non-profit operations | $1,000 |
| American Red Cross | |||||
| 120 West Washington St Suite B-2 | Medina | OH | 44256 | To support non-profit operations | $2,000 |
| Arthritis Foundation- NE Ohio | |||||
| 30775 Bainbridge Rd Ste 210 | Solon | OH | 44139 | To support non-profit operations | $1,000 |
| Beech Brook | |||||
| 3737 Lander Rd | Cleveland | OH | 44124 | To support non-profit operations | $1,000 |
| Bellefaire Child Care Center | |||||
| 22001 Fairmount Blvd | Shaker Heights | OH | 44118 | To support non-profit operations | $1,000 |
| City Mission | |||||
| 5310 Carnegie Ave | Cleveland | OH | 441034360 | To support non-profit operations | $1,000 |
| Cleveland Christian Home for Children | |||||
| 11401 Lorain Ave | Cleveland | OH | 44111 | To support non-profit operations | $1,500 |
| Cleveland Sight Center | |||||
| 1909 East 101st St | Cleveland | OH | 441068696 | To support non-profit operations | $1,000 |
| College of Wooster | |||||
| 1012 Beall Ave | Wooster | OH | 44691 | To support non-profit operations | $10,000 |
| Goodwill Industries of Akron Inc | |||||
| 3500 Medina Rd | Medina | OH | 44256 | To support non-profit operations | $750 |
| Hadley School for the Blind | |||||
| 7000 Elm St | Winnetka | IL | 600932554 | To support non-profit operations | $1,000 |
| Hattie Larham Foundation Inc | |||||
| 9772 Diagonal Rd | Mantua | OH | 442551200 | To support non-profit operations | $1,500 |
| The Leukemia & Lymphoma Society | |||||
| 5700 Breaksville Rd | Independence | OH | 44131 | To support non-profit operations | $500 |
| Little City | |||||
| PO Box 1200 | Palatine | IL | 600789980 | To support non-profit operations | $500 |
| Little Sisters of the Poor | |||||
| 4291 Richmond Rd | Cleveland | OH | 44122 | To support non-profit operations | $1,000 |
| Lutheran Children's Aid & Family Service | |||||
| 4100 Franklin Blvd | Cleveland | OH | 441132895 | To support non-profit operations | $1,250 |
| March of Dimes- NE Ohio Chapter | |||||
| 5425 Warner Rd Suite 10 | Cleveland | OH | 44125 | To support non-profit operations | $500 |
| Multiple Sclerosis Society | |||||
| 6155 Rockside Rd 202 | Independence | OH | 44131 | To support non-profit operations | $1,000 |
| Muscular Dystrophy Assoc of America | |||||
| 7010 Engle Rd 100 | Middleburg Hts | OH | 44130 | To support non-profit operations | $1,000 |
| National Society to Prevent Blindness | |||||
| 1500 W Third Ave 200 | Columbus | OH | 43212 | To support non-profit operations | $1,000 |
| Notre Dame College | |||||
| 4545 College Rd | Cleveland | OH | 441214293 | To support non-profit operations | $1,000 |
| Parmadale Children's Village | |||||
| 6753 State Rd | Parma | OH | 441344596 | To support non-profit operations | $1,500 |
| Rainbow Babies & Children's Hospital | |||||
| 2074 Abington Rd | Cleveland | OH | 44106 | To support non-profit operations | $2,000 |
| Salvation Army | |||||
| 4196 Center Road | Brunswick | OH | 44212 | To support non-profit operations | $2,500 |
| Special Olympics International | |||||
| 1133 19th St NW | Washington | DC | 20036 | To support non-profit operations | $500 |
| St Joseph's Indian School | |||||
| 1301 N Main St | Chamberlain | SD | 57326 | To support non-profit operations | $300 |
| St Labre Indian School | |||||
| Tongue River Road | Ashland | MT | 590041001 | To support non-profit operations | $700 |
| St Rita School for the Deaf | |||||
| 1720 Glendale-Milford Rd | Cincinnati | OH | 45215 | To support non-profit operations | $750 |
| United Way Services | |||||
| 728 E Smith Rd D | Medina | OH | 44256 | To support non-profit operations | $500 |
| University of the Cumberlands | |||||
| 6178 College Station Dr | Williamsburg | KY | 407699990 | To support non-profit operations | $3,000 |
| Lake Ridge Academy | |||||
| 37501 Center Ridge Rd | North Ridgeville | OH | 44039 | To support non-profit operations | $5,000 |
| Lake Erie Nature & Science Center | |||||
| 28728 Wolf Rd | Cleveland | OH | 44140 | To support non-profit operations | $10,000 |
| Sweet Briar College | |||||
| 134 Chapel Road | Sweet Briar | VA | 24595 | To support non-profit operations | $10,000 |
| Skidmore College | |||||
| 815 N Broadway | Saratoga Springs | NY | 12866 | To support non-profit operations | $1,500 |
| 4-H Club of Clarke County | |||||
| 101 Chalmers Court | Berryville | VA | 22611 | To support non-profit operations | $2,000 |
| American University- WAMU-FM | |||||
| PO Box 17539 | Baltimore | MD | 212971539 | To support non-profit operations | $200 |
| Barns of Rose Hill | |||||
| POBox 738 | Berryville | VA | 22611 | To support non-profit operations | $5,000 |
| Blue Ridge Fire & Rescue Co | |||||
| PO Box 216 | Bluemont | VA | 20135 | To support non-profit operations | $3,000 |
| Blue Ridge Hospice Inc | |||||
| 333 West Cork St 405 | Winchester | VA | 22601 | To support non-profit operations | $2,000 |
| Blue Ridge Studio for the Performing Arts | |||||
| 5 East Main St | Berryville | VA | 22611 | To support non-profit operations | $800 |
| Blue Ridge Wildlife Center | |||||
| 106 Island Farm Lane | Boyce | VA | 22620 | To support non-profit operations | $800 |
| Catholic Charities | |||||
| 200 N Glebe Rd | Arlington | VA | 22203 | To support non-profit operations | $2,000 |
| CCAP | |||||
| PO Box 2112 | Winchester | VA | 22604 | To support non-profit operations | $3,000 |
| Clarke Co Conservation Easement Auth | |||||
| 101 Chalmers Court | Berryville | VA | 22611 | To support non-profit operations | $2,000 |
| Clarke County Historical Association | |||||
| PO Box 306 | Berryville | VA | 22611 | To support non-profit operations | $200 |
| Clarke Co Humane Society | |||||
| PO Box 713 | Berryville | VA | 22611 | To support non-profit operations | $400 |
| Clarke County Library | |||||
| 101 Chalmers Ct | Berryville | VA | 22611 | To support non-profit operations | $1,500 |
| Colby College | |||||
| 4320 Mayflower Hill | Waterville | ME | 049019923 | To support non-profit operations | $300 |
| Colorado College | |||||
| 14 East Cache La Poudre St | Colorado Springs | CO | 809033298 | To support non-profit operations | $300 |
| Daniel Morgan Intermediate School | |||||
| 48 S Purcell Ave | Winchester | VA | 22601 | To support non-profit operations | $3,000 |
| Dickenson College | |||||
| PO Box 1773 | Carlisle | PA | 17013 | To support non-profit operations | $300 |
| Disabled American Veterans | |||||
| PO Box 14301 | Cincinnati | OH | 452500301 | To support non-profit operations | $500 |
| Dr Terry Sinclair Health Clinic | |||||
| 301 N Cameron St Ste 100 | Winchester | VA | 22601 | To support non-profit operations | $4,000 |
| Eastern Virginia Med School Foundation | |||||
| PO Box 5 | Norfolk | VA | 235010005 | To support non-profit operations | $400 |
| FISH of Clarke County VA | |||||
| PO Box 1154 | Berryville | VA | 22611 | To support non-profit operations | $3,000 |
| Fort Loudoun Chapter NSDAR | |||||
| 304 East Main St | Berryville | VA | 22611 | To support non-profit operations | $1,000 |
| Fremont Street Nursery | |||||
| 533 Fremont Street | Winchester | VA | 22601 | To support non-profit operations | $2,000 |
| Friends of Woodstock School | |||||
| PO Box 749780 | Los Angeles | CA | 900749780 | To support non-profit operations | $3,000 |
| Grace Episcopal Church of Berryville | |||||
| PO Box 678 | Berryville | VA | 226110678 | To support non-profit operations | $3,000 |
| Habitat for Humanity Frederick-Clarke Inc | |||||
| 400 Battaile Dr | Winchester | VA | 22601 | To support non-profit operations | $2,000 |
| Hollins University | |||||
| PO Box 9629 | Roanoke | VA | 240209629 | To support non-profit operations | $100 |
| Holy Cross Abbey | |||||
| 901 Cool Spring Lane | Berryville | VA | 226112700 | To support non-profit operations | $1,000 |
| James Wood High School | |||||
| 161 Apple Pie Ridge Rd | Winchester | VA | 22603 | To support non-profit operations | $1,750 |
| John H Enders Fire&Rescue Squad | |||||
| 9 S Buckmarsh St | Berryville | VA | 22611 | To support non-profit operations | $3,000 |
| Josephine School Community Museum | |||||
| PO Box 423 | Berryville | VA | 22611 | To support non-profit operations | $600 |
| Lord Fairfax Soil & Water Conser Dist | |||||
| 722B East Queen St | Strasburg | VA | 226572439 | To support non-profit operations | $400 |
| Loudoun Country Day School | |||||
| 20600 Red Cedar Dr | Leesburg | VA | 20175 | To support non-profit operations | $1,500 |
| Ludhiana Christian Medical College Board | |||||
| PO Box 1327 | Columbia | MO | 65205 | To support non-profit operations | $1,000 |
| Maryland Public Television | |||||
| PO Box 13183 | Baltimore | MD | 212033183 | To support non-profit operations | $100 |
| Mercersburg Academy | |||||
| 300 East Seminary St | Mercersburg | PA | 172369989 | To support non-profit operations | $100 |
| National Wildlife Federation | |||||
| PO Box 1637 | Merrifield | VA | 221169894 | To support non-profit operations | $300 |
| Northern Virginia 4-H Ed Center | |||||
| 600 4-H Center Dr | Front Royal | VA | 22630 | To support non-profit operations | $1,000 |
| Powhatan School | |||||
| 49 Powhatan Lane | Boyce | VA | 22620 | To support non-profit operations | $7,500 |
| Proctor Academy | |||||
| PO Box 389 | Andover | NH | 032160389 | To support non-profit operations | $2,000 |
| Project HOPE | |||||
| 255 Carter Hall Ln | Millwood | VA | 226460255 | To support non-profit operations | $1,500 |
| Public Broadcasting Service- WETA | |||||
| PO Box 96100 | Washington | DC | 200777455 | To support non-profit operations | $500 |
| Redbud Run Elementary | |||||
| 250 First Woods Dr | Winchester | VA | 22603 | To support non-profit operations | $2,250 |
| Sacred Heart Academy | |||||
| 110 Keating Drive | Winchester | VA | 22601 | To support non-profit operations | $1,000 |
| Saint Bridget of Ireland Church | |||||
| 1024 West Main St | Berryville | VA | 22611 | To support non-profit operations | $1,000 |
| Shenandoah Area Agency on Aging | |||||
| 207 Mosby Ln | Front Royal | VA | 22630 | To support non-profit operations | $1,000 |
| Shenandoah Valley Discovery Museum | |||||
| 19 West Cork St | Winchester | VA | 22601 | To support non-profit operations | $1,000 |
| Smithsonian Conservation Biology Inst | |||||
| 1500 Remount Rd MRC 5530 | Front Royal | VA | 22630 | To support non-profit operations | $1,800 |
| St Agnes School | |||||
| 400 Fontaine St | Alexandria | VA | 223029912 | To support non-profit operations | $100 |
| The Bethel Memorial Inc | |||||
| PO Box 283 | Millwood | VA | 22646 | To support non-profit operations | $100 |
| The Laurel Center | |||||
| PO Box 14 | Winchester | VA | 22604 | To support non-profit operations | $3,000 |
| The Museum of Shenandoah Valley | |||||
| 901 Amherst St | Winchester | VA | 22601 | To support non-profit operations | $500 |
| The Wooster Fund | |||||
| 1189 Beall Ave | Wooster | OH | 446912363 | To support non-profit operations | $800 |
| Treasurer of Clarke County | |||||
| PO Box 537 | Berryville | VA | 22611 | To support non-profit operations | $3,000 |
| Virginia Episcopal School | |||||
| 400 VES Road | Lynchburg | VA | 24503 | To support non-profit operations | $300 |
| Westtown School | |||||
| 975 Westtown Rd | West Chester | PA | 19382 | To support non-profit operations | $300 |
| Wildlife Veterinary Care | |||||
| PO Box 288 | Millwood | VA | 22646 | To support non-profit operations | $1,000 |
| Winchester Union Rescue Mission | |||||
| 435 North Cameron St | Winchester | VA | 22601 | To support non-profit operations | $2,000 |
| WMC Foundation | |||||
| 220 Campus Blvd Ste 402A | Winchester | VA | 22601 | To support non-profit operations | $1,000 |
| World Ocean School | |||||
| PO Box 51091 | Boston | MA | 02205 | To support non-profit operations | $1,000 |
| Wounded Warrior Project | |||||
| PO Box 758517 | Topeka | KS | 66675 | To support non-profit operations | $800 |
| Warren Wilson College | |||||
| 701 Warren Wilson Rd | Swannanoa | NC | 287782099 | To support non-profit operations | $1,500 |
| Trout Unlimited | |||||
| PO Box 7400 | Woolly Bugger | WV | 254387400 | To support non-profit operations | $1,000 |
| Girl Scouts of North East Ohio | |||||
| 1 Girl Scout Way | Macedonia | OH | 440562156 | To support non-profit operations | $10,000 |
| Girl Scouts of North East Ohio | |||||
| 1 Girl Scout Way | Macedonia | OH | 440562156 | To support non-profit operations | $10,000 |
| Girl Scouts of North East Ohio | |||||
| 1 Girl Scout Way | Macedonia | OH | 440562156 | To support non-profit operations | $5,000 |
| Amherst College | |||||
| PO Box 5000 | Amherst | MA | 01002 | To support non-profit operations | $2,000 |
| Boston University School of Law | |||||
| PO Box 15716 | Boston | MA | 02215 | To support non-profit operations | $2,000 |
| Civil Rights Corp | |||||
| 1601 Connecticut Ave NW Ste800 | Washington | DC | 20009 | To support non-profit operations | $1,500 |
| Coast Guard Academy Alumni Assn Inc | |||||
| 47 Mohegan Ave | New London | CT | 063208111 | To support non-profit operations | $1,000 |
| Colgate University | |||||
| PO Box 313 | Canajoharie | NY | 13317 | To support non-profit operations | $2,000 |
| ECHO | |||||
| 17391 Durrance Road | N Fort Myers | FL | 33917 | To support non-profit operations | $1,000 |
| First Presbyterian Church of Fort Myers | |||||
| 2438 Second St | Fort Myers | FL | 33901 | To support non-profit operations | $2,500 |
| Focused Ultrasound Foundation | |||||
| 1230 Cedars Court Ste206 | Charlottesville | VA | 22903 | To support non-profit operations | $1,000 |
| Glen Helen Education Center | |||||
| 405 Corry St | Yellow Springs | OH | 45387 | To support non-profit operations | $1,000 |
| Green Acres School | |||||
| 11701 Danville Dr | Rockville | MD | 208523799 | To support non-profit operations | $1,000 |
| Habitat for Humanity Lee & Henry Counties | |||||
| 1288 North Tamiami Trail | North Fort Myers | FL | 33903 | To support non-profit operations | $1,000 |
| Harry Chapin Food Bank | |||||
| 3760 Fowler St | Fort Myers | FL | 33901 | To support non-profit operations | $1,000 |
| Seaside Seabird Sanctuary | |||||
| 18328 Gulf Blvd | Indian Shores | FL | 33785 | To support non-profit operations | $1,000 |
| Smith College | |||||
| PO Box 340029 | Boston | MA | 022410429 | To support non-profit operations | $2,000 |
| The Sentencing Project | |||||
| 1705 DeSales St NW | Washington | DC | 20036 | To support non-profit operations | $1,000 |
| Union of Concerned Scientists | |||||
| 2 Brattle Sq | Cambridge | MA | 021383742 | To support non-profit operations | $15,000 |
| Vassar College | |||||
| 124 Raymond Ave Box 725 | Poughkeepsie | NY | 126040725 | To support non-profit operations | $2,000 |
| ACLU Foundation | |||||
| 125 Broad St 18th Floor | New York | NY | 100042400 | To support non-profit operations | $1,000 |
| Amnesty International | |||||
| PO Box 98233 | Washington | DC | 20090 | To support non-profit operations | $1,000 |
| Art Enables | |||||
| 2204 Rhode Island Ave NE | Washington | DC | 20018 | To support non-profit operations | $2,500 |
| Brady Campaign to Prevent Gun Violence | |||||
| 840 First St NE Ste 400 | Washington | DC | 20002 | To support non-profit operations | $1,000 |
| Bread for the City | |||||
| 1525 Seventh St NW | Washington | DC | 20001 | To support non-profit operations | $1,000 |
| Cape Cod Chamber Music Festival | |||||
| PO Box 1934 | North Eastham | MA | 02651 | To support non-profit operations | $1,000 |
| Capital Area Food Bank | |||||
| 4900 Puerto Rico Ave NE | Washington | DC | 20017 | To support non-profit operations | $500 |
| Chesapeake Bay Foundation | |||||
| 6 Herndon Ave | Annapolis | MD | 21403 | To support non-profit operations | $1,000 |
| Doctors without Borders | |||||
| 333 7th Avenue | New York | NY | 100015004 | To support non-profit operations | $1,000 |
| Dumbarton Concerts | |||||
| 3133 Dumbarton St NW | Washington | DC | 20007 | To support non-profit operations | $1,000 |
| Miriam's Kitchen | |||||
| 2401 Virginia Ave NW | Washington | DC | 20037 | To support non-profit operations | $1,000 |
| Planned Parenthood Federation of America | |||||
| PO Box 97166 | Washington | DC | 20077 | To support non-profit operations | $1,000 |
| Planned Parenthood of Metro DC | |||||
| PO Box 34128 | Washington | DC | 20043 | To support non-profit operations | $1,000 |
| Provincetown Art Association & Museum | |||||
| 460 Commercial St | Provincetown | MA | 02657 | To support non-profit operations | $1,000 |
| Sierra Club Foundation | |||||
| 85 Second St 2nd Floor | San Francisco | CA | 94105 | To support non-profit operations | $1,000 |
| So Others Might Eat | |||||
| PO Box 96325 | Washington | DC | 200777091 | To support non-profit operations | $1,000 |
| Southern Poverty Law Center | |||||
| PO Box 2390 | Montgomery | AL | 361022390 | To support non-profit operations | $2,500 |
| Truro Center for the Arts at Castle Hill | |||||
| PO Box 756 | Truro | MA | 02666 | To support non-profit operations | $5,000 |
| Truro Conservation Trust | |||||
| PO Box 327 | North Truro | MA | 026520327 | To support non-profit operations | $1,000 |
| Whitman-Walker Clinic | |||||
| 1701 14th St NW | Washington | DC | 200094306 | To support non-profit operations | $500 |
| Children's National Hospital Foundation | |||||
| 111 Michigan Ave | Washington | DC | 20010 | To support non-profit operations | $1,000 |
| Fine Arts Work Center | |||||
| 24 Pearl St | Provincetown | MA | 02657 | To support non-profit operations | $1,000 |
| House of Ruth | |||||
| 111 Michigan Ave NW | Washington | DC | 20010 | To support non-profit operations | $500 |
| Touchstone Foundation | |||||
| 901 New York Ave NW | Washington | DC | 20001 | To support non-profit operations | $1,000 |
| United Negro College Fund | |||||
| PO Box 55040 | Boston | MA | 022059822 | To support non-profit operations | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $6,635 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $245,476 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | -$960 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $251,151 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $251,151 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations. |
| 4 | Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations. |
| 8 | Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations. |
| 11b | Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations. |
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 | $3,225 | Amt |
| Disbursements Charitable Prps | $3,225 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Computer | PropertyDesc |
| Acquired | 2008-01-01 | AcquiredDt |
| Cost Or Other Basis | $1,232 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,232 | PriorYearDepreciationAmt |
| Computation Method | straight line | ComputationMethodTxt |
| Life | 0000000005.000000000000 | LifeRt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt |
|---|---|---|---|---|---|
| CLARA WEISS FUND | |||||
| LORD ABB M/A INC A | 2014-05 | P | 2019-12 | $2,796 | $2,911 |
| CLARA WEISS FUND | |||||
| LORD ABB H/Y A | 2014-05 | P | 2019-12 | $2,654 | $2,813 |
| CLARA WEISS FUND | |||||
| FHLMC 1082C | P | $8 | |||
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stifel Investments | StockNm |
| EOY Book Value | $3,295,090 | EOYBookValueAmt |
| EOYFMV | $5,937,222 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer | CategoryOrItemTxt |
| Cost Or Other Basis | $1,232 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,232 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Broker/Bank fees | $56 | $56 |
| Charitable filings - State of Ohio | $200 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $3,533 | Amt |
Comments