CAROLYN L FARRELL FOUNDATION FOR BRAIN HEALTH: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN L FARRELL FOUNDATION FOR BRAIN HEALTH (EIN 45-2829052)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-02
- IRS object ID
- 202003079349200735
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-02T10:12:46-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202326032 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPEN FINANCIAL GROUP LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11351 PEARL RD | AddressLine1Txt |
| City | STRONGSVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441363331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452829052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYN L FARRELL FOUNDATION FOR | BusinessNameLine1Txt |
| Business Name Line2 | BRAIN HEALTH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 4404140434 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26633 DETROIT ROAD | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441452308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES J FARRELL MD | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 4404140434 | PhoneNum |
| Signature | 2020-09-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W FRICKER CPA | PreparerPersonNm |
| PTIN | P00283707 | PTIN |
| Phone | 4402387033 | PhoneNum |
| Preparation | 2020-11-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.53.250.234 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 10:12:46 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 55A9C4A2BE9B3DC13E20EAD9FAB5585682B985EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 55A9C4A2BE9B3DC13E20EAD9FAB5585682B985EB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | FARRELLFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $132,533 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $85,680 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $6,711 | ProgramServiceRevenueAmt |
| Investment Income | $2 | InvestmentIncomeAmt |
| Fundraising Gross Income | $40,140 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $4,637 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | $35,503 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $127,896 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $56,427 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $25,309 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $6,279 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $5,345 | OtherExpensesTotalAmt |
| Total Expenses | $93,360 | TotalExpensesAmt |
| Excess Or Deficit For Year | $34,536 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $951 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,487 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,128 | BOYAmt |
| EOY | $50,003 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,718 | BOYAmt |
| EOY | $7,305 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,846 | BOYAmt |
| EOY | $57,308 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,895 | BOYAmt |
| EOY | $21,821 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $951 | BOYAmt |
| EOY | $35,487 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | ARTS ENRICHMENT PROGRAMS FOR INDIVIDUALS WITH DEMENTIA AND THEIR CARE PARTNERS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | ARTS ENRICHMENT PROGRAMS FOR INDIVIDUALS WITH DEMENTIA AND THEIR CARE PARTNERS. THE FOUNDATION HOLDS SEVERAL WEEKLY PROGRAMS WITH OVER 2,000 AGGREGRATE ENCOUNTERS. DURING 2019 156 DIFFERENT ARTS ENRICHMENT SESSIONS WERE HELD FOR THE BENEFIT OF THOSE WITH DEMENTIA. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $88,667 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $88,667 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| CHARLES J FARRELL MD | ||
| DIRECTOR/PRE | 40.00 | $0 |
| DR LAL ARORA | ||
| DIRECTOR | 2.00 | $0 |
| REV DAVID CLEMENTS | ||
| DIRECTOR | 2.00 | $0 |
| DOROTHY FALLER | ||
| DIRECTOR | 2.00 | $0 |
| CARMEN IDITOIU | ||
| DIRECTOR | 2.00 | $0 |
| GRETTY MYERS | ||
| DIRECTOR | 2.00 | $0 |
| MAUREEN SHANNON | ||
| DIRECTOR | 2.00 | $0 |
| KATHY KASSIMATIS | ||
| DIRECTOR | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLES J FARRELL MD | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1385 QUEEN ANNES GATE | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441452629 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4404140434 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,349 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,680 | CurrentTaxYearAmt |
| Total | $428,199 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $2,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,711 | CurrentTaxYearAmt |
| Total | $25,059 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,391 | CurrentTaxYearAmt |
| Total | $453,258 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $53,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,428 | CurrentTaxYearAmt |
| Total | $123,833 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $53,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,910 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,428 | CurrentTaxYearAmt |
| Total | $123,833 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $329,425 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $4 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1 | CurrentTaxYearAmt |
| Total | $4 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,238 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,707 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $78,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $92,392 | CurrentTaxYearAmt |
| Total | $453,262 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.72680 | PublicSupportCY509Pct |
| Public Support PY509 | 0.71700 | PublicSupportPY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFITS | Event1Nm |
| Gross Receipts Event1 | $40,140 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $40,140 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $398 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $3,196 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $543 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $40,140 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $40,140 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $398 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $3,196 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $543 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $4,637 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $35,503 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 16 | EXPENSES OFFICE EXPENSES 487 LIABILITY INSURANCE 2,622 BANK/CREDIT CARD FEES 529 DUES & SUBSCRIPTIONS 541 INTERNET 1,166 TOTAL 5,345 |
| FORM 990-EZ, PART II, LINE 24 | ACCOUNTS RECEIVABLE 4,368 0 INVENTORIES FOR SALE OR USE 822 565 PREPAID EXPENSES AND DEFERRED CHARGES 1,788 0 EQUIPMENT 3,946 3,946 LICENSES 1,764 1,764 ARTWORK & MUSICAL INSTRUMENTS 1,030 1,030 TOTAL 13,718 7,305 |
| FORM 990-EZ, PART II, LINE 26 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 26,895 21,821 |
| FORM 990-EZ, PART III | ARTS ENRICHMENT PROGRAMS FOR INDIVIDUALS WITH DEMENTIA AND THEIR CARE PARTNERS. |
| FORM 990-EZ, PART III, LINE 28 | ARTS ENRICHMENT PROGRAMS FOR INDIVIDUALS WITH DEMENTIA AND THEIR CARE PARTNERS. THE FOUNDATION HOLDS SEVERAL WEEKLY PROGRAMS WITH OVER 2,000 AGGREGRATE ENCOUNTERS. DURING 2019 156 DIFFERENT ARTS ENRICHMENT SESSIONS WERE HELD FOR THE BENEFIT OF THOSE WITH DEMENTIA. |