RICHARD A BARONE CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD A BARONE CHARITABLE FOUNDATION (EIN 80-0306290)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-03
- IRS object ID
- 202522469349100817
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-03T18:25:08-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200066212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COREFOCAL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24610 DETROIT RD STE 150 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441452543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800306290 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD A BARONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 2168395100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 THREE VILLAGE DRIVE | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD A BARONE | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2168395116 | PhoneNum |
| Signature | 2025-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES T GUZOWSKI | PreparerPersonNm |
| PTIN | P00324727 | PTIN |
| Phone | 4403489200 | PhoneNum |
| Preparation | 2025-09-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,289,690 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $397,103 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,162 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,506,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $261,061 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,857 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $488,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $321,260 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Pension Empl Bnft Rev And Expnss | $2,186 | PensionEmplBnftRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $180 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $180 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,586 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $18,683 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $22,807 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $54,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $310,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $321,080 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,666 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $892,610 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,194,581 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,216,774 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $892,644 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $271,238 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $640,089 | LandBOYAmt |
| Land EOY | $621,406 | LandEOYAmt |
| Other Assets BOY | $38,250 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,250 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,578,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,888,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,289,690 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,707 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,707 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $6,707 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,707 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,572,072 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,882,196 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,572,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,882,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,578,779 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,888,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,572,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $310,124 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,882,196 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,882,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CHARLES SCHWAB - DETAIL ON FILE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,495,081 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,245,612 | CostOrOtherBasisAmt |
| Gain Or Loss | $249,469 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $249,469 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $261,061 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,463 | SubtotalAmt |
| Tax Based On Investment Income | $4,463 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $77 | EsPenaltyAmt |
| Tax Due | $4,540 | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN JOHNSON | IndividualWithBooksNm |
| Phone | 2168395116 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 THREE VILLAGE DRIVE | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD A BARONE | ||||||||
| 5100 THREE VILLAGE DRIVE | LYNDHURST | OH | 44124 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| SUSAN C JOHNSON | ||||||||
| 15240 TIMBER RIDGE DR | MIDDLEFIELD | OH | 44062 | SECRETARY | 0.50 | $0 | $0 | $0 |
| ANTHONY WILLIAMS | ||||||||
| 28575 WESTLAKE VILLAGE DR A-111 | WESTLAKE | OH | 44145 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,095,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $38,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,147,153 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,147,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,207 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,129,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,497 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,497 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,463 | TotalTaxAmt |
| Distributable Before Adj | $52,034 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,034 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,034 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,034 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $97,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $114,807 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,297 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $268,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,400 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,366 | RemainingDistriFromCorpusAmt |
| Total Corpus | $339,967 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $339,967 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $97,497 | ExcessFromYear3Amt |
| Excess From Year2 | $114,807 | ExcessFromYear2Amt |
| Excess From Year1 | $56,297 | ExcessFromYear1Amt |
| Excess From Current Year | $71,366 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD A BARONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MUSEUM OF AMER PORCELAIN ART | |||||||
| 4645 MAYFIELD ROAD | SOUTH EUCLID | OH | 44121 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $70,000 |
| BEST BUDDIES IN OHIO | |||||||
| P O BOX 45353 | WESTLAKE | OH | 44145 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $25,000 |
| GILMOUR ACADEMY | |||||||
| 34001 CEDAR RD | GATES MILLS | OH | 44040 | NONE | 501(C)(3) | ANNUAL FUND | $15,000 |
| PATRON OF THE ARTS | |||||||
| PO BOX 241487 | CLEVELAND | OH | 44124 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $600 |
| ST RAPHAEL SCHOOL | |||||||
| 525 DOVER CENTER RD | BAY VILLAGE | OH | 44140 | NONE | 501(C)(3) | SCHOLARSHIPS | $5,000 |
| ARCH EAGLE FOUNDATION | |||||||
| 5100 THREE VILLAGE DRIVE | LYNDHURST | OH | 44124 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $2,000 |
| MAGNIFICAT SCHOOL | |||||||
| 20770 HILLIARD BLVD | ROCKY RIVER | OH | 44116 | NONE | 501(C)(3) | SCHOLARSHIPS | $800 |
| EDNA HOUSE | |||||||
| 2007 W 65TH | CLEVELAND | OH | 44102 | NONE | 501(C)(3) | CHARITABLE CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,162 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,207 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Related Or Exempt Function Incm | $1,857 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $89,406 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,857 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,263 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD A BARONE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 THREE VILLAGE DRIVE | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $397,103 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (12 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70,000 DMG BLOCKCHAIN | $35,763 | 2024-01-02 |
| 1 | 5,000 PENNANTPARK | $37,600 | 2024-06-24 |
| 1 | 5,000 WINMILL & CO. | $19,350 | 2024-01-02 |
| 1 | 5,000 PENNANTPARK | $36,275 | 2024-07-26 |
| 1 | 1.000 BYRNA TECHNOLOGIES | $12,040 | 2024-02-26 |
| 1 | 15,000 ITERIS | $104,925 | 2024-08-10 |
| 1 | 4,000 SOFI TECHNOLOGIES | $35,740 | 2024-02-27 |
| 1 | 5,000 CONDUENT | $19,725 | 2024-09-30 |
| 1 | 15,000 SELECTQUOTE | $42,300 | 2024-05-09 |
| 1 | 1,000 GLOBAL NET LEASE | $22,825 | 2024-10-08 |
| 1 | 2,000 ITERIS | $9,060 | 2024-05-16 |
| 1 | 5,000 WINMILL & CO. | $21,500 | 2024-11-22 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| CULTURAL CENTER - WILLIAM E. TELLING MANSION | 2013-12-17 | $635,059 | $162,836 | S/L | 39.0000 | $16,283 |
| LAND | 2013-12-17 | $123,802 | ||||
| BUILDING IMPROVEMENTS | 2014-07-01 | $39,821 | $9,700 | S/L | 39.0000 | $1,021 |
| BUILDING IMPROVEMENTS | 2015-01-01 | $32,316 | $32,316 | S/L | 7.0000 | |
| FURNITURE & FIXTURES | 2015-07-01 | $5,166 | $5,166 | S/L | 7.0000 | |
| FURNITURE & FIXTURES | 2014-07-07 | $2,501 | $2,501 | S/L | 7.0000 | |
| ELECTRICAL PANEL | 2016-01-01 | $29,700 | $29,700 | S/L | 7.0000 | |
| PUROCLEAN | 2016-05-31 | $2,830 | $544 | S/L | 39.0000 | $73 |
| GABE SHOWER | 2016-09-29 | $3,031 | $583 | S/L | 39.0000 | $78 |
| LANHAN LANDSCAPING | 2016-11-17 | $18,418 | $9,209 | S/L | 15.0000 | $1,228 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,194,581 | EOYBookValueAmt |
| EOYFMV | $1,216,774 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $768,842 | $271,238 | $497,604 |
| LAND | $123,802 | $123,802 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE | Desc |
| BOY Book Value | $38,250 | BOYBookValueAmt |
| EOY Book Value | $38,250 | EOYBookValueAmt |
| EOYFMV | $38,250 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INSURANCE | $8,368 |
| MAINTENANCE | $14,169 |
| TELEPHONE | $270 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $1,857 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,857 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE - OID | Desc |
| BOY Book Value | $6,707 | BOYBookValueAmt |
| EOY Book Value | $6,707 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL, ACCOUNTING & TAX | CategoryTxt |
| Amt | $180 | Amt |
| Net Investment Income | $180 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| REAL ESTATE TAX | $1,341 |
| OHIO FILING FEE | $741 |
| FEDERAL EXCISE TAX | $1,456 |
| FOREIGN TAXES PAID | $48 |