FURP.ORG / PUBLIC DATA EXPLORER

STOCKER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STOCKER FOUNDATION (EIN 34-1293603)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-08-29
IRS object ID
202532419349100203
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-29T07:18:52-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341463411PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARNES WENDLING CPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15050 WATERFORD DRIVEAddressLine1Txt
CitySHEFFIELD VILLAGECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44035ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341293603EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STOCKER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSTOCBusinessNameControlTxt
Phone4402465719PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11005 N ABBE ROAD SP 200AddressLine1Txt
CityELYRIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44035ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA O'BRIENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4402465719PhoneNum
Signature2025-08-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY L SCHMITTGEN CPAPreparerPersonNm
PTINP00410078PTIN
Phone4409343850PhoneNum
Preparation2025-08-22PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$49,016,297FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$914,572DividendsRevAndExpnssAmt
Dividends Net Invst Incm$914,572DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,977,915NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,796,280GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,977,915CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,892,506TotalRevAndExpnssAmt
Total Net Invst Incm$3,892,506TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$169,808CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$169,808CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$77,399OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$79,484OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$61,327PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$61,327PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,840AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,840AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$235,198OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$230,198OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$133,993TaxesRevAndExpnssAmt
Taxes Net Invst Incm$63,246TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$21,054TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$2,421DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$10,212OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$10,212OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$41,793TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$41,793TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$122,498OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$24,024OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$98,474OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$866,489TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$317,468TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$498,992TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,822,292ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,822,292ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,688,781TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$317,468TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,321,284TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$203,725ExcessRevenueOverExpensesAmt
Net Investment Income$3,575,038NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$8,233,835SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,125,736SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,125,736SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,674,881CorporateStockBOYAmt
Corporate Stock EOY$8,614,182CorporateStockEOYAmt
Corporate Stock EOYFMV$14,563,902CorporateStockEOYFMVAmt
Other Investments BOY$20,142,221OtherInvestmentsBOYAmt
Other Investments EOY$15,820,603OtherInvestmentsEOYAmt
Other Investments EOYFMV$27,323,634OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$25,370LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$23,196LandBldgEquipAccumDeprecAmt
Land BOY$4,595LandBOYAmt
Land EOY$2,174LandEOYAmt
Land EOYFMV$2,174LandEOYFMVAmt
Other Assets BOY$28,111OtherAssetsBOYAmt
Other Assets EOY$851OtherAssetsEOYAmt
Other Assets EOYFMV$851OtherAssetsEOYFMVAmt
Total Assets BOY$36,083,643TotalAssetsBOYAmt
Total Assets EOY$31,563,546TotalAssetsEOYAmt
Total Assets EOYFMV$49,016,297TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$12,433OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,433TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$36,083,643NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$31,551,113NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$36,083,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$31,551,113TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,083,643TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$31,563,546TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,083,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$203,725ExcessRevenueOverExpensesAmt
Other Increases$3,476OtherIncreasesAmt
Subtotal$36,290,844SubtotalAmt
Other Decreases$4,739,731OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$31,551,113TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CTF INTERNATIONAL QUALITY GROWTH K-1P2024-01-012024-12-31$25,433$25,433$25,433
CTF DIVERSIFIED INFLATION HEDGES K-1P2024-01-012024-12-31$115,121$115,121$115,121
CTF MICRO CAP EQUITY K-1P2024-01-012024-12-31$308,196$308,196$308,196
CTF RESEARCH EQUITY K-1P2024-01-012024-12-31$563,594$563,594$563,594
NEWPORT ASIA PARTNERS K-1P2024-01-012024-12-31$612,896$612,896$612,896
GOG PARTNERS EMERGING MARKETS K-1P2024-01-012024-12-31$133,748$133,748$133,748
KEYBANK - APERIOP2024-01-012024-12-31$69,211-$6,326-$6,326$75,537
KEYBANK - APERIOP2024-01-012024-12-31$253,077$4,543$4,543$248,534
STEADFAST CAPITAL MANAGEMENTP2024-01-012024-12-31$608,123$371,787$371,787$236,336
SHERIDAN SQUARE OFFSHOREP2024-01-012024-12-31$989,411$20,012$20,012$969,399
CTF INTERNATIONAL QUALITY GROWTHP2024-01-012024-12-31$1,471,757$183,198$183,198$1,288,559
CAPITAL GAINS DIVIDENDSP$645,713$645,713$645,713
FieldValueIRS element (for citing)
Capital Gain Net Income$2,977,915CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$49,693InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$49,693SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$49,693TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,260EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$87,260TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$365EsPenaltyAmt
Overpayment$37,202OverpaymentAmt
Applied To ES Tax$37,202AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.STOCKERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksMELANIE WILSONIndividualWithBooksNm
Phone4402465719PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11005 N ABBE ROAD SUITE 200AddressLine1Txt
CityELYRIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44035ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY ANN DOBRAS
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TRUSTEE1.00$0$0$0
NANCY WOODLING
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TRUSTEE1.00$0$0$0
DAWN DOBRAS
1005 N ABBE ROAD SUITE 200ELYRIAOH44035CHAIR-ELECT1.00$0$0$0
BRAD NORTON
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TRUSTEE1.00$0$0$0
WENDY ZAPPELLI
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TRUSTEE1.00$0$0$0
RYAN HUMBLE
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TRUSTEE1.00$0$0$0
BRENDA NORTON
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TRUSTEE1.00$0$0$0
KEYBANK NATIONAL ASSOCIATION
127 PUBLIC SQUARECLEVELANDOH44114TRUST MANAGER1.00$0$0$0
MONTICELLO ASSOCIATES
1800 LARIMERDENVERCO80202TRUST MANAGER1.00$0$0$0
BRENT NORTON
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TREASURER1.00$0$0$0
GRETCHEN NORTON
1005 N ABBE ROAD SUITE 200ELYRIAOH44035SECRETARY1.00$0$0$0
ANNE WOODLING
1005 N ABBE ROAD SUITE 200ELYRIAOH44035CHAIR1.00$0$0$0
PATRICIA O'BRIEN
1005 N ABBE ROAD SUITE 200ELYRIAOH44035EXECUTIVE DIRECTOR40.00$151,200$5,100$30,247
AMY DOBRAS
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TRUSTEE1.00$0$0$0
IAN MYERS
1005 N ABBE ROAD SUITE 200ELYRIAOH44035TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MONTICELLO ASSOCIATES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 PUBLIC SQUARE SUITE 5200AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT MANAGEMENT SERVICESServiceTypeTxt
Compensation$100,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$40,255,737AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,679,787AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$47,935,524TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$47,935,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$719,033CashDeemedCharitableAmt
Net Vl Noncharitable Assets$47,216,491NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,360,825MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,360,825MinimumInvestmentReturnAmt
Tax Based On Investment Income$49,693TaxBasedOnInvestmentIncomeAmt
Total Tax$49,693TotalTaxAmt
Distributable Before Adj$2,311,132DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,311,132DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,311,132DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,321,284ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,321,284QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,311,132DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$404,514ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,296,051ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$284,920ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,087,691ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$999,889ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,073,065TotalExcessDistributionCyovAmt
Qualifying Distributions$3,321,284QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,311,132AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,010,152RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,083,217TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$404,514ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,678,703ExcessDistriCyovToNextYrAmt
Excess From Year4$1,296,051ExcessFromYear4Amt
Excess From Year3$284,920ExcessFromYear3Amt
Excess From Year2$1,087,691ExcessFromYear2Amt
Excess From Year1$999,889ExcessFromYear1Amt
Excess From Current Year$1,010,152ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMELANIE WILSONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11005 N ABBE RD SP 200AddressLine1Txt
CityELYRIACityNm
State AbbreviationOHStateAbbreviationCd
ZIP44035ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4403664884RecipientPhoneNum
Recipient Email AddressMWILSON@STOCKERFOUNDATION.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSUBMIT ONE COVER SHEET, GRANT PROPOSAL, AND SUPPLEMENTAL MATERIALS.FormAndInfoAndMaterialsTxt
Submission DeadlinesDEADLINE FOR APPLICATION - DECEMBER 31ST.SubmissionDeadlinesTxt
Restrictions On AwardsTHE STOCKER FOUNDATION IS GEOGRAPHICALLY RESTRICTED AND ACCEPTS GRANT REQUESTS FROM 501(C)3 AND OTHER CHARITABLE ENTITIES LOCATED IN, OR WHOSE SERVICES BENEFIT RESIDENTS OF, LORAIN AND CUYAHOGA COUNTIES, OHIO; PIMA COUNTY, ARIZONA, ALAMEDA AND SAN FRANCISCO COUNTIES, CALIFORNIA: DONA ANA COUNTY, NEW MEXICO; KING COUNTY, WASHINGTON, AND HARTFORD COUNTY, CONNECTICUT.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (198 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
826 VALENCIA
PO BOX 410595SAN FRANCISCOCA94141NCIN-SCHOOLS LITERACY PROGRAM DURING SCHOOL$19,600
826 VALENCIA
PO BOX 410595SAN FRANCISCOCA94141NCUNRESTRICTED; MOST PRESSING NEED$2,426
ACHIEVEMENT CENTERS FOR CHILDREN
4255 NORTHFIELD ROADHIGHLAND HILLSOH44128NC2025 SUMMER READING PROGRAM; BENEFITING CUYAHOGA AND LORAIN COUNTIES$5,000
ALLIANCE OF ARIZONA NONPROFITS
333 E OSBORN RD STE 245PHOENIXAZ85012NC2024 MEMBERSHIP RENEWAL$1,405
AMERICAN ASSOCIATION OF UNIVERSITY WOMENS INC
PO BOX 40822TUCSONAZ857170822NCSCHOLARSHIP SUPPORT$200
AMERICAN RED CROSS OF NORTHEAST OHIO
3747 EUCLID AVENUECLEVELANDOH44115NCDISASTER RELIEF EFFORTS FOLLOWING HURRICANE HELENE$10,000
AMERICAN RED CROSS OF NORTHEAST OHIO
3747 EUCLID AVENUECLEVELANDOH44115NCTOWARD DISASTER RELIEF WORK RELATED TO CURRENT AND ONGOING WESTERN WILDFIRES$10,000
ARIZONA CITIZENS FOR THE ARTS
PO BOX 13331PHOENIXAZ85002NCUNRESTRICTED; MOST PRESSING NEED$500
ARIZONA PUBLIC MEDIA
PO BOX 210067TUCSONAZ85721NCUNRESTRICTED; MOST PRESSING NEED$200
ARIZONA PUBLIC MEDIA
PO BOX 210067TUCSONAZ85721NCCAPITAL CAMPAIGN DONATION$6,000
ARIZONA THEATRE COMPANY
PO BOX 1631TUCSONAZ857021631NCSTUDENT MATINEE PROGRAM DURING SCHOOL$10,000
ARIZONA THEATRE COMPANY
PO BOX 1631TUCSONAZ857021631NCUNRESTRICTED; MOST PRESSING NEED$1,000
ASPIRE EDUCATION PROJECT
101 BROADWAYOAKLANDCA94607NCCOMMUNITY READING BUDDIES DURING SUMMER 2024 AND SCHOOL YEAR 2024-2025$15,000
AUTUMN TRAILS STABLE
2000 FOLK REAM ROADSPRINGFIELDOH45502NCUNRESTRICTED; MOST PRESSING NEED$5,000
AVON CONGREGATIONAL CHURCH
6 W MAIN STREETAVONCT06001NCHANDS ON HARTFORD$130
AVON CONGREGATIONAL CHURCH
6 W MAIN STREETAVONCT06001NCUNRESTRICTED; MOST PRESSING NEED$3,068
AVON CONGREGATIONAL CHURCH
6 W MAIN STREETAVONCT06001NCUNRESTRICTED; MOST PRESSING NEED$2,976
AVON FREE PUBLIC LIBRARY
281 COUNTRY CLUB RDAVONCT060012537NCUNRESTRICTED; MOST PRESSING NEED$200
AVON LOCAL SCHOOLS
36600 DETROIT ROADAVONOH44011NCFULL DAY KINDERGARTEN SCHOLARSHIP$12,650
AVON UNITED METHODIST CHURCH
37711 DETROIT ROADAVONOH44011NCCAMP TIMBERLAKE SUMMER LUNCH PROGRAM$1,000
AVON VOLUNTEER FIRE DEPARTMENT
25 DARLING DRAVONCT06001NCUNRESTRICTED; MOST PRESSING NEED$200
BIG BROTHERS BIG SISTERS OF CONNECTICUT
30 LAUREL STREETHARTFORDCT06106NCSTEAM ENHANCEMENTS FOR COMMUNITY AND SITE-BASED MENTORING DURING SCHOOL YEAR$30,000
BIG BROTHERS BIG SISTERS OF LORAIN COUNTY
1917 N RIDGE ROADLORAINOH44055NCPATHWAYS TO SUCCESS 2024 SUMMER STEAM$18,070
BLACK RIVER INNOVATIVE ARTIST RESIDENCE INC
668 BROADWAY UPLORAINOH44052NCBUILDING FUTURES THROUGH ART DURING SCHOOL YEAR 2024-2025$5,000
BLESSING HOUSE
6115 OLIVET AVENUEELYRIAOH44035NCUNRESTRICTED; MOST PRESSING NEED$50
BLESSING HOUSE
6115 OLIVET AVENUEELYRIAOH44035NCIN HONOR OF BRENDA NORTON$200
BOOKS FOR CLASSROOMS
1432 S SAN LUISGREEN VALLEYAZ85614NCDIVERSE BOOKS TO UPGRADE SUNNYSIDE SCHOOL DISTRICT MIDDLE SCHOOL LIBRARIES$18,700
BOYS & GIRLS CLUBS OF KING COUNTY
220 W MERCER STREET SUITE 410SEATTLEWA98119NCREADING CENTER STAGE: 2024 SUMMER READING PROGRAM$10,000
BOYS & GIRLS CLUBS OF SAN FRANCISCO
380 FULTON STREETSAN FRANCISCOCA94102NCACADEMIC SUCCESS DURING SCHOOL YEAR$15,000
BRADY CAMPAIGN TO PREVENT GUN VIOLENCE
840 1ST ST NE STE 400WASHINGTONDC20002NCUNRESTRICTED; MOST PRESSING NEED$1,000
BRADY CAMPAIGN TO PREVENT GUN VIOLENCE
840 1ST ST NE STE 400WASHINGTONDC20002NCUNRESTRICTED; MOST PRESSING NEED$2,500
BREAD FOR LIFE INC
POST OFFICE BOX 925SOUTHINGTONCT06489NCCHILDREN'S 2024 SUMMER LUNCH PROGRAM$25,000
BRIDGE THE GAP COLLEGE PREP
2330 MARINSHIP WAY 302SAUSALITOCA94965NCBRIDGE THE GAP IN SCHOOL (2024-2025)$20,000
BRISTOL BOARD OF EDUCATION
718 PINE STREETBRISTOLCT06010NCRAISING READERS TOGETHER DURING SCHOOL YEAR 2024-2025$29,161
BRISTOL BOYS & GIRLS CLUB ASSOICATION INC
255 WEST STREETBRISTOLCT06010NC2024 SUMMER BRAIN GAIN: DIVE INTO LEARNING$23,032
CAMPHILL VILLAGE COPAKE FOUNDATION INC
84 CAMPHILL ROADCOPAKENY12516NCEL CAUCE (EX-RESPIRAR) IN ARGENTINA$7,669
CASA DE LOS NINOS INC
1120 N 5TH AVENUETUCSONAZ85705NCKELLY EARLY EDUCATION CENTER DURING SUMMER 2024$20,000
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA22314NCLILIPAD, BERLIN GERMANY$5,000
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA22314NCCHILDHOOD DEVELOPMENT INITIATIVE, IRELAND$22,500
CHARITIES AID FOUNDATION AMERICA
225 REINEKERS LANE SUITE 375ALEXANDRIAVA22314NCCHILDHOOD DEVELOPMENT INITIATIVE; TIE-OFF GRANT$10,000
CLEVELAND CLINICPHILANTHROPY INSTITUTE
PO BOX 931517CLEVELANDOH441931655NCAVON PRESIDENTS FUND TO SUPPORT NOURISH (FOOD PANTRY)$2,000
CLOUDBASE FOUNDATION INC
4066 WILLOW LNLACA70447NCAMBULANCE PROJECT IN LA VENTANA, MEXICO$2,000
COMMON ROOTS
301 NORTH STMEADVILLEPA16335NCUNRESTRICTED; MOST PRESSING NEED$257
COMMUNITY FOOD BANK INC
3003 S COUNTRY CLUB ROADTUCSONAZ85726NCUNRESTRICTED; MOST PRESSING NEED$4,853
COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA
5049 E BROADWAY SUITE 201TUCSONAZ85711NCDONOR ADVISED FUND$500,000
COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA
5049 E BROADWAY SUITE 201TUCSONAZ85711NCBLOOM - CORE GRANTMAKING PROGRAM$2,000
COMMUNITY FOUNDATION OF GREATER NEW BRITAIN INC
PO BOX 210SOUTHINGTONCT06489NCDEVELOPING LITERACY AND KINDERGARTEN$7,200
COMMUNITY FOUNDATION OF LORAIN COUNTY
9080 LEAVITT ROADELYRIAOH44035NCLORAIN COUNTY IMAGINATION LIBRARY FUND$200
COMMUNITY FOUNDATION OF LORAIN COUNTY
9080 LEAVITT ROADELYRIAOH44035NCLORAIN COUNTY IMAGINATION LIBRARY$47,500
COMMUNITY FOUNDATION OF LORAIN COUNTY
9080 LEAVITT ROADELYRIAOH44035NCIN HONOR OF MELANIE R. WILSON'S 25TH WORK ANNIVERSARY ELYRIA WEST ALUMNI SCHOLARSHIP FUND$10,000
COMMUNITY FOUNDATION OF LORAIN COUNTY
9080 LEAVITT ROADELYRIAOH44035NCELYRIA WEST ALUMNI SCHOLARSHIP FUND$2,000
COMMUNITY FOUNDATION OF LORAIN COUNTY
9080 LEAVITT ROADELYRIAOH44035NCA DEMENTIA FRIENDLY LIFE FOUNDATION FUND$100
COMMUNITY FOUNDATION OF LORAIN COUNTY
9080 LEAVITT ROADELYRIAOH44035NCLORAIN COUNTY IMAGINATION LIBRARY FUND$2,000
COMPASS FAMILY SERVICES
37 GROVE STREETSAN FRANCISCOCA94102NCCOMPASS CHILDREN'S CENTER DURING SCHOOL 2024-2025$10,000
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAK AVENUE SUITE 1-205HARTFORDCT06106NC2024 MEMBERSHIP$1,645
CONNECTICUT FOREST AND PARK ASSOCIATION INCORPORATED
16 MERIDEN RDROCKFALLCT064812945NCUNRESTRICTED; MOST PRESSING NEED$50
CONNECTICUT SCIENCE CENTER INC
250 COLUMBUS BOULEVARDHARTFORDCT06103NCTODDLER TUESDAYS$1,000
EAST BAY AGENCY FOR CHILDREN
2828 FORD STREETOAKLANDCA94601NCEARLY CHILDHOOD EDUCATION AND SCHOOL READINESS PROGRAMS$9,600
EAST BAY CHILDRENS LAW OFFICES INCORPORATED
80 SWAN WAY SUITE 300OAKLANDCA94621NCEDUCATION ADVOCACY AND STRONG BEGINNINGS FOR YOUR IN FOSTER CARE$10,000
EDUCATIONAL ENRICHMENT FOUNDATION
5049 E BROADWAY BLVD SUITE 107TUCSONAZ85711NCUNRESTRICTED; MOST PRESSING NEED$600
EDUCATIONAL ENRICHMENT FOUNDATION
5049 E BROADWAY BLVD SUITE 107TUCSONAZ85711NCUNRESTRICTED; MOST PRESSING NEED$500
EDUCATIONAL SERVICE CENTER OF LORAIN COUNTY
1885 LAKE AVENUEELYRIAOH44035NC2024 LORAIN COUNTY SPELLING BEE$1,000
EL CENTRO DE SERVICIOS SOCIALES
2800 PEARL AVENUELORAINOH44055NCTHE LITERACY AND PERFORMANCE PROGRAM$30,000
ELYRIA CITY SCHOOL DISTRICT
42101 GRISWOLD ROADELYRIAOH44035NCPROJECT LEAD THE WAY; STEAM TEACHER$87,500
ETHEL WALKER SCHOOL INC
230 BUSHY HILL RDSIMSBURYCT060702637NCHORIZONS HOLISTIC SUMMER ENRICHMENT$20,500
FAMILY & COMMUNITY SERVICES INC
221 W 21ST STREETLORAINOH44052NCFOOD FOR THE HOLIDAYS AND CURRENT NEEDS FOR VETERANS$940
FAMILY CONNECTIONS CENTERS
2565 SAN BRUNO AVENUESAN FRANCISCOCA94134NCEXPLORER'S INITIATIVE DURING SCHOOL YEAR 2024-2025$20,000
FAMILY CONNECTIONS OF NORTHEAST OHIO
11201 SHAKER BLVD SUITE 301CLEVELANDOH44104NCFAMILY SCHOOL CONNECTION DURING SCHOOL 2024-2025$25,000
FAMILY PLANNING SERVICES OF LORAIN COUNTY
602 LEONA STREETELYRIAOH44035NCUNRESTRICTED; MOST PRESSING NEED$1,000
FAMILY PLANNING SERVICES OF LORAIN COUNTY
602 LEONA STREETELYRIAOH44035NCUNRESTRICTED; MOST PRESSING NEED$50
FIREFISH ARTS INC
520 BROADWAY AVENUE 3RD FLOORLORAINOH44052NCUNRESTRICTED; MOST PRESSING NEED$10,000
FOOD FOR THE POOR INC
6401 LYONS ROADCOCONUT CREEKFL33073NCUNRESTRICTED; MOST PRESSING NEED$400
FOOTPATH FOUNDATION
PO BOX 110210CLEVELANDOH44111NC5TH GRADE OUTSIDE DISCOVERING ME$152,175
FOOTPATH FOUNDATION
PO BOX 110210CLEVELANDOH44111NCUNRESTRICTED; MOST PRESSING NEED$4,853
FOTC - SF BAY AREA
111 QUINT STSAN FRANCISCOCA94124NCEMPOWERING YOUTH THROUGH LONG-TERM PROFESSIONAL MENTORING$10,000
FOX TUCSON THEATRE FOUNDATION
PO BOX 1008TUCSONAZ85702NCCHASING RAINBOWS CELEBRATION$2,000
FOX TUCSON THEATRE FOUNDATION
PO BOX 1008TUCSONAZ85702NCKITT STEAM AND PAGE-TO-STAGE PROJECT$30,000
FOX TUCSON THEATRE FOUNDATION
PO BOX 1008TUCSONAZ85702NCUNRESTRICTED; MOST PRESSING NEED$500
FRED HUTCHINSON CANCER CENTER
PO BOX 19024SEATTLEWA98109NCOBLITERIDE$1,000
FRIDAY HARBOR FOOD BANK
PO BOX 1642FRIDAY HARBORWA982501642NC2024 SUMMER NUTRITION PROGRAM$14,600
FRIDAY HARBOR FOOD BANK
PO BOX 1642FRIDAY HARBORWA982501642NCFRESH PRODUCE PROGRAM$20,000
FRIENDS OF ST STEPHENS
438 TARAVAL STRETSAN FRANCISCOCA94116NCVIDEO GAME CREATION DURING SUMMER 2024$15,000
FRIENDS OF THE AVON FREE PUBLIC LIBRARY INC
281 COUNTRY CLUB ROADAVONCT06001NCTOWARD THE AUTHOR LUNCHEON$2,500
GABRIEL'S ANGELS
7878 N 16TH STREET SUITE 130-02PHOENIXAZ85020NCANIMALS, BOOKS, AND CHILDREN (ABC)$5,000
GEEKING OUT KIDS OF COLOR
605 SW 108TH STREETSEATTLEWA98146NC2024 SUMMER PROGRAM @ BETHADAY COMMUNITY LEARNING CENTER$15,000
GIFTS OF LOVE INC
34 E MAIN STREETAVONCT06001NCUNRESTRICTED; MOST PRESSING NEED$400
GIFTS OF LOVE INC
34 E MAIN STREETAVONCT06001NCSTUDENT WEEKEND BACKPACK PROGRAM$20,000
GIRLS INC OF THE PACIFIC NORTHWEST
4800 S MACADAM AVE SUITE 309PORTLANDOR97239NCSEATTLE GIRLS GROUPS DURING SCHOOL YEAR 2024-2025$15,000
GIRLS INCORPORATED OF ALAMEDA COUNTY
510 16TH STREETOAKLANDCA94612NCK-8 LITERACY/STEAM$50,000
GIRLVENTURES
119 FILBERT STREETOAKLANDCA94607NCUNRESTRICTED; MOST PRESSING NEED$2,132
GOODSPEED OPERA HOUSE FOUNDATION INC
PO BOX AEAST HADDAMCT06423NCUNRESTRICTED; MOST PRESSING NEED$200
GOODSPEED OPERA HOUSE FOUNDATION INC
PO BOX AEAST HADDAMCT06423NCGOODSPEED MUSICALS$150
GREAT LAKES THEATER FESTIVAL INC
1501 EUCLID AVENUE SUITE 300CLEVELANDOH44115NCLITERATURE CONNECTIONS FOR STUDENTS DURING SCHOOL YEAR 2024-2025$10,000
GREATER CLEVELAND FOOD BANK
13815 COIT ROADCLEVELANDOH44110NCUNRESTRICTED; MOST PRESSING NEED$2,053
GREATER CLEVELAND VOLUNTEERS
4415 EUCLID AVENUE 200CLEVELANDOH44103NCAARP FOUNDATION EXPERIENCE CORPS$15,700
HEALING MEALS FOUNDATION
PO BOX 7223BLOOMFIELDCT060027223NCTOWARD THE PURCHASE OF FOOD$5,000
HEALING MEALS FOUNDATION
PO BOX 7223BLOOMFIELDCT060027223NCUNRESTRICTED; MOST PRESSING NEED$1,000
HILL-STEAD MUSEUM
35 MOUNTAIN ROADFARMINGTONCT06032NCUNRESTRICTED; MOST PRESSING NEED$160
HOLY FAMILY DAY HOMES OF SAN FRANCISCO
299 DOLORES STREETSAN FRANCISCOCA94103NCUNRESTRICTED; MOST PRESSING NEED$10,000
HUMANE SOCIETY FOR SEATTLE-KING CO
13212 SE EASTGATE WAYBELLEVUEWA98005NCUNRESTRICTED; MOST PRESSING NEED$50
HUMANE SOCIETY FOR SEATTLE-KING CO
13212 SE EASTGATE WAYBELLEVUEWA98005NCHUMANE EDUCATION PROGRAMS WITH A FOCUS ON HUMANE TALES LESSONS FOR PRE-K -TO GRADE 2$5,000
HUMANITIES WASHINGTON
130 NICKERSON STREET SUITE 304SEATTLEWA981091658NCPRIME TIME FAMILY READING PROGRAM$25,000
JEWISH COMMUNITY RELATIONS COUNCIL
121 STEUART ST STE 301SAN FRANCISCOCA941051221NCUNRESTRICTED; MOST PRESSING NEED$2,500
JOYCE L SOBEL FAMILY RESOURCE CENTER
PO BOX 1981FRIDAY HARBORWA98250NCUNRESTRICTED; MOST PRESSING NEED$4,853
JOYCE L SOBEL FAMILY RESOURCE CENTER
PO BOX 1981FRIDAY HARBORWA98250NCUNRESTRICTED; MOST PRESSING NEED$2,000
JOYCE L SOBEL FAMILY RESOURCE CENTER
PO BOX 1981FRIDAY HARBORWA98250NCUNRESTRICTED; MOST PRESSING NEED$1,000
JOYCE L SOBEL FAMILY RESOURCE CENTER
PO BOX 1981FRIDAY HARBORWA98250NCUNRESTRICTED; MOST PRESSING NEED$1,000
JUNIOR ACHIEVEMENT OF ARIZONA
636 W SOUTHERN AVENUETEMPEAZ85282NCJA BIZTOWN PROGRAM DURING SCHOOL YEAR 2024-2025$10,000
KENDAL NORTHERN OHIO
23 ERIC NORD WAY SUITE 2OBERLINOH44074NCOBERLINKIDS COMMUNITY COLLABORATIVE$15,000
LAKE RIDGE ACADEMY
37501 CENTER RIDGE ROADNORTH RIDGEVILLEOH44039NCATHLETICS$50
LAKE RIDGE ACADEMY
37501 CENTER RIDGE ROADNORTH RIDGEVILLEOH44039NCGIFT FROM THE HEART, THEATRE PROJECT$2,000
LAKE RIDGE ACADEMY
37501 CENTER RIDGE ROADNORTH RIDGEVILLEOH44039NCGIFT FROM THE HEART, THEATRE PROJECT$5,000
LAKE RIDGE ACADEMY
37501 CENTER RIDGE ROADNORTH RIDGEVILLEOH44039NCGIFT FROM THE HEART, THEATRE PROJECT$9,000
LAKE RIDGE ACADEMY
37501 CENTER RIDGE ROADNORTH RIDGEVILLEOH44039NCGIFT FROM THE HEART, THEATRE PROJECT$1,000
LIGHTHOUSE COMMUNITY PUBLIC SCHOOLS
433 HEGENBERGER RDOAKLANDCA95616NCK-3 LITERACY PROGRAM DURING SCHOOL YEAR 2024-2025$25,000
LITERACY CONNECTS
200 E YAVAPAI ROADTUCSONAZ85705NCUNRESTRICTED; MOST PRESSING NEED$600
LITERACY COOPERATIVE OF GREATER CLEVELAND
1422 EUCLID AVENUE SUITE 248CLEVELANDOH44115NCDOLLY PARTON'S IMAGINATION LIBRARY IN CUYAHOGA COUNTY$15,700
LITTLE LIGHTHOUSE LEARNING CENTER
1715 MEISTER ROADLORAINOH44053NCCOMMERCIAL FREEZER REPLACEMENT$1,250
LITTLE LIGHTHOUSE LEARNING CENTER
1715 MEISTER ROADLORAINOH44053NCWILLOW PARK$1,700
LORAIN COUNTY CHAMBER OF COMMERCE
226 MIDDLE AVENUE 5TH FLOORELYRIAOH44035NC2024 NEW TEACHER LUNCHEON$1,000
LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION
1005 ABBE RD NELYRIAOH44035NCIN MEMORY OF JANE NORTON; SCHOLARSHIPS FOR NON-TRADITIONAL STUDENTS$2,000
LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION
1005 ABBE RD NELYRIAOH44035NCFUNDING FUTURES$1,000
LORAIN COUNTY URBAN LEAGUE INC
200 MIDDLE AVENUE 200ELYRIAOH44035NCREAD AND RISE DURING SCHOOL YEAR 2024-2025$38,484
LORAIN HISTORICAL SOCIETY
329 W 10TH STREETLORAINOH44052NCUNRESTRICTED; MOST PRESSING NEED$2,000
LORAIN HISTORICAL SOCIETY
329 W 10TH STREETLORAINOH44052NCUNRESTRICTED; MOST PRESSING NEED$3,500
LORAIN HISTORICAL SOCIETY
329 W 10TH STREETLORAINOH44052NCUNRESTRICTED; MOST PRESSING NEED$10,000
MAGNIFICAT HIGH SCHOOL
20770 HILLIARD BLVDROCKY RIVEROH44116NCSCHOLARSHIP FUND$3,000
MAIN STREET COMMUNITY FOUNDATION
PO BOX 2702BRISTOLCT06011NCUNRESTRICTED; MOST PRESSING NEED$1,116
MAIN STREET COMMUNITY FOUNDATION
PO BOX 2702BRISTOLCT06011NC$1,176 UNRESTRICTED, MAY BE USED TOWARD GREATEST NEED AND 1,177 TOWARD WOMEN AND GIRLS FUND$2,353
MARANA UNIFIED SCHOOL DISTRICT
12279 W GRIER ROAD SUITE 106MARANAAZ85653NCBACKPACK AND SCHOOL SUPPLIES FUNDING$5,000
MEWATER FOUNDATION INCORPORATED
4018 PACHECO STSAN FRANCISCOCA941161009NCUNRESTRICTED; MOST PRESSING NEED$2,000
MOBILE MEALS OF SOUTHERN ARIZONA
3355 S SIXTH AVENUETUCSONAZ85713NCUNRESTRICTED; MOST PRESSING NEED$400
NARAL PRO-CHOICE AMERICA FOUNDATION
1725 EYE STREET NW SUITE 900WASHINGTONDC200062420NCUNRESTRICTED; MOST PRESSING NEED$10,000
NATIONAL CENTER FOR FAMILY PHILANTHROPY
1667 K STREET NW SUITE 550WASHINGTONDC20006NC2025 RENEWAL$1,400
NEIGHBORHOOD ALLIANCE
265 WASHINGTON AVEELYRIAOH44035NCNEIGHBORHOOD ALLIANCE CAPITAL CAMPAIGN$350,000
NEW ENGLAND CAROUSEL MUSEUM INC
95 RIVERSIDE AVENUEBRISTOLCT06010NCCAROUSEL STEAM WITH THE BRISTOL SCHOOL$19,307
NORTH HELPLINE
12736 33RD AVENUE NESEATTLEWA98125NCUNRESTRICTED; MOST PRESSING NEED$2,000
NORTH HELPLINE
12736 33RD AVENUE NESEATTLEWA98125NCUNRESTRICTED; MOST PRESSING NEED$2,427
NORTH POINTE BALLET INC
593 WEST BAGLEY ROADBEREAOH44017NCWORKSHOP PERFORMANCES, FIELD TRIP PERFORMANCES & PERFORMANCES ON-SITRE DANCE EDUCATION MURRAY RIDGE$10,000
NORTHERN OHIO YOUTH ORCHESTRA INC
39 SOUTH MAIN STREET STE 244OBERLINOH44074NCFINANCIAL AID (SCHOLARSHIPS) FOR STUDENTS$7,500
OHIO WESLEYAN UNIVERSITY
61 S SANDUSKY STREETDELAWAREOH43015NCANNUAL FUND$3,500
OPEN DOORS INC
1427 E 36TH STREET SUITE 4206 ACLEVELANDOH44144NC2024 SUMMER CAMP PROGRAM$22,500
OPERATION SURF
PO BOX 1581SAN LUIS OBISPOCA93406NCUNRESTRICTED; MOST PRESSING NEED$1,000
OPERATION WARM INC
PO BOX 822431PHILADELPHIAPA191822431NCA WARM WELCOME TO THE LIBRARY IN PIMA$5,500
OUR COMPANIONS ANIMAL RESCUE
PO BOX 956MANCHESTERCT06045NCUNRESTRICTED; MOST PRESSING NEED$400
OUR FAMILY SERVICES
2590 N ALVERNON WAYTUCSONAZ85712NCUNRESTRICTED; MOST PRESSING NEED$500
OUR LADY OF MERCY CATHOLIC CHURCH
94 BROAD STREETPLAINVILLECT06062NCUNRESTRICTED; MOST PRESSING NEED$2,000
OUR LADY OF MERCY CATHOLIC CHURCH
94 BROAD STREETPLAINVILLECT06062NCUNRESTRICTED; MOST PRESSING NEED$1,000
PAGE AHEAD CHILDRENS LITERACY PRGM
1130 NW 85TH STREETSEATTLEWA98117NCBOOK UP SUMMER$20,000
PHILANTHROPY OHIO
500 S FRONT STREET SUITE 900COLUMBUSOH432157628NC2024 MEMBERSHIP RENEWAL$5,899
PHILANTHROPY OHIO
500 S FRONT STREET SUITE 900COLUMBUSOH432157628NCPHILANTHROPY FORWARD '24$2,000
PIMA LIBRARY FOUNDATION
PO BOX 13245TUCSONAZ85732NCUNRESTRICTED; MOST PRESSING NEED$200
PLANNED PARENTHOOD ARIZONA
4751 N 15TH STREETPHOENIXAZ85014NCUNRESTRICTED; MOST PRESSING NEED$2,000
PTA CALIFORNIA CINGRESS OF PARENTS TEACHERS & STUDENTS INC
4351 BROADWAYOAKLANDCA94611NCUNRESTRICTED; MOST PRESSING NEED$2,400
RAINEY INSTITUTE
1705 EAST 55TH STREETCLEVELANDOH44103NCPRESCHOOL ARTS ENRICHMENT PROGRAM$15,000
REACH OUT AND READ INC
89 SOUTH ST STE 201BOSTONMA02738NCRX FOR NEW BOOKS IN KING COUNTY$9,600
READ TO A CHILD INC
35 EAST MAIN STREET 318AVONCT06001NCSUPPORTING HARTFORD STUDENTS THROUGH THE READ ALOUD MENTORING PROGRAM$25,000
RINCON CONGREGATIONAL CHURCH UCC
122 N CRAYCROFTTUCSONAZ85711NCUNRESTRICTED; MOST PRESSING NEED$2,000
ROTARY FOUNDATION OF THE SAN JUAN ISLAMDS
PO BOX 1881FRIDAY HARBORWA98250NC36 WEEKENDS - WEEKEND NUTRITION PROGRAM$5,000
SAHUARO GIRL SCOUT COUNCIL INC
4300 EAST BROADWAY BLVDTUCSONAZ85711NCUNRESTRICTED; MOST PRESSING NEED$200
SAHUARO GIRL SCOUT COUNCIL INC
4300 EAST BROADWAY BLVDTUCSONAZ85711NCUNRESTRICTED; MOST PRESSING NEED$1,500
SAN FRANCISCO FOOD BANK
900 PENNSYLVANIA AVENUESAN FRANCISCOCA94107NCUNRESTRICTED; MOST PRESSING NEED$4,853
SAN JUAN COMMUNITY HOME TRUST
PO BOX 2603FRIDAY HARBORWA98250NCUNRESTRICTED; MOST PRESSING NEED$500
SAN JUAN ISLAND LIBRARY DISTRICT
1010 GUARD STREETFRIDAY HARBORWA98250NC1,000 BOOKS BEFORE KINDERGARTEN EARLY LITERACY PROGRAM$10,000
SAN JUAN ISLAND SCHOOL DISTRICT
PO BOX 458FRIDAY HARBORWA98250NCPRESCHOOL - EARLY EDUCATION DURING SCHOOL 2024-2025$75,000
SAN JUAN ISLAND SERVICE SCHOLARSHIP
PO BOX 3366FRIDAY HARBORWA98250NCUNRESTRICTED; MOST PRESSING NEED$200
SARSEF-SOUTHERN ARIZONA RESEARCH SCIENCE AND ENGINEERING FOUNDATION
5049 E BROADWAY BLVD SUITE 125TUCSONAZ85711NCSTEM EDUCATION AND OUTREACH PROGRAMS$30,000
SAVE OUR CHILDREN OF ELYRIA
330 2ND STREETELYRIAOH44035NCDREAM CHASERS DURING SUMMER 2024$40,983
SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO
5510 BAUMHART ROADLORAINOH44053NCUNRESTRICTED; MOST PRESSING NEED$50
SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO
5510 BAUMHART ROADLORAINOH44053NCLORAIN COUNTY SCHOOL FOOD PROGRAM$75,000
SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO
5510 BAUMHART ROADLORAINOH44053NCUNRESTRICTED; MOST PRESSING NEED$2,000
SEEDS OF LITERACY
3104 W 25TH ST 3RD FLOORCLEVELANDOH44109NCUNRESTRICTED; MOST PRESSING NEED$1,000
SEEDS OF LITERACY
3104 W 25TH ST 3RD FLOORCLEVELANDOH44109NCUNRESTRICTED; MOST PRESSING NEED$2,800
SHOES AND CLOTHES FOR KIDS INC
15500 SOUTH WATERLOO ROADCLEVELANDOH441103800NCFALL IN LOVE WITH READING BOOK GIVEAWAY$15,700
SPARK THEATRE COMPANY INC
PO BOX 981ELYRIAOH44036NCSUMMER CAMPS 2024$10,000
SUNNYSIDE UNIFIED SCHOOL DISTRICT FOUNDATION
2238 E GINTER ROADTUCSONAZ85706NCEXCELLENCE IN EDUCATION DURING SCHOOL 2024-2025$20,000
TEAM READ
PO BOX 94042SEATTLEWA98124NCSCHOOL YEAR PROGRAM 2024-2025$25,000
TECH CORPS
6600 BUSCH BLVD SUITE 210COLUMBUSOH43229NCEDUCATING, EXCITING, AND EMPOWERING LORAIN COUNTY STUDENTS WITH THE T IN STEM$29,500
THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
PO BOX 2599OAKLANDCA94614NCUNRESTRICTED; MOST PRESSING NEED$2,427
THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
PO BOX 2599OAKLANDCA94614NCUNRESTRICTED; MOST PRESSING NEED$4,000
THE ALAMEDA COUNTY COMMUNITY FOOD BANK INC
PO BOX 2599OAKLANDCA94614NCCHILDREN'S FOOD PROGRAM DURING SCHOOL$10,000
THE MAD FACTORY
39 SOUTH MAIN STREET SUITE 310OBERLINOH44074NCFINANCIAL AID (SCHOLARSHIPS) FOR STUDENTS DURIMG SCHOOL YEAR 2024-2025$7,500
TOHONO CHUL PARK
7366 N PASEO DEL NORTETUCSONAZ85704NCUNRESTRICTED; MOST PRESSING NEED$600
TUCSON FESTIVAL OF BOOKS
PO BOX 42466TUCSONAZ85733NC2025 FESTIVAL SUPPORT$35,000
TUCSON MUSEUM OF ART
140 NORTH MAIN AVENUETUCSONAZ85701NCUNRESTRICTED; MOST PRESSING NEED$1,000
TUCSON YOUTH MUSIC CENTER
PO BOX 42654TUCSONAZ85733NCAFTER-SCHOOL MUSIC EDUCATION & LIFE SKILLS TWO-YEAR PILOT COLLABORATIVE PROGRAM$25,000
TUCSON YOUTH MUSIC CENTER
PO BOX 42654TUCSONAZ85733NCUNRESTRICTED; MOST PRESSING NEED$400
UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC
300 N COMMERCE PARK LOOP SUITE 200TUCSONAZ85745NCMY SUMMER LIBRARY 2024$25,000
UNIVERSITY OF ARIZONA FOUNDATION
PO BOX 210109TUCSONAZ85721NCCOLLEGE OF EDUCATION, GENERAL SCHOLARSHIP FUND AND ERASMUS CIRCLE EDUCATION$3,000
UNIVERSITY OF ARIZONA FOUNDATION
PO BOX 210109TUCSONAZ85721NCCAPLA - COLLEGE OF ARCHITECTURE$2,000
URBAN COMMUNITY SCHOOL
4909 LORAIN AVENUECLEVELANDOH44102NCMCLASS: EARLY LITERACY ASSESSMENT AND INTERVENTION SYSTEM$3,810
WEST SEATTLE FOOD BANK
3419 SW MORGANSEATTLEWA98126NCUNRESTRICTED; MOST PRESSING NEED$2,425
WILDLAND FIREFIGHTER FOUNDATION
2393 W AIRPORT WAYBOISEID83705NCIMMEDIATE ASSISTANCE TO WILDLAND FIREFIGHTER FAMILIES$2,000
WOMEN'S FOUNDATION FOR THE STATE OF ARIZONA
PO BOX 89518TUCSONAZ85752NCUNRESTRICTED; MOST PRESSING NEED$300
WORLD VISION
34834 WEYERHAEUSER WAY SOUTH P OFEDERAL WAYWA98063NCUNRESTRICTED; MOST PRESSING NEED$600BOX 9716
YWCA OF SOUTHERN ARIZONA
525 N BONITA AVENUETUCSONAZ85745NCUNRESTRICTED; MOST PRESSING NEED$1,500
LAS CRUCES PUBLIC SCHOOLS FOUNDATION
PO BOX 16214LAS CRUCESNM88001NCINNOVATIVE TEACHING GRANT AND MINI-GRANT SUPPORT$20,000
NEW MEXICO STATE UNIVERSITY FOUNDATION INC
PO BOX 3590LAS CRUCESNM88001NCYOUNG WOMEN IN COMPUTING DURING SUMMER 2024$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,822,292TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$914,572ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,977,915ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,892,506ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,892,506TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$11,840Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$11,840DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$8,614,182EOYBookValueAmt
EOYFMV$14,563,902EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTS - PARTNERSHIPSAT COST$5,982,867$10,953,465
POOLED INVESTMENT FUNDSAT COST$5,353,952$9,123,564
PRIVATELY HELD INVESTMENTSAT COST$2,999,965$4,998,343
NON US COMMON STOCKAT COST$1,483,819$2,248,262

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$851$851$851
PREPAID FEDERAL EXCISE TAX$27,260

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
PRIOR PERIOD ADJUSTMENT$4,039,885
BOOK TO TAX DIFFERENCE - INTEREST AND DIVIDENDS$13,276
BOOK TO TAX DIFFERENCE - REALIZED GAINS$686,570

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$2,434$0$2,434
INSURANCE$3,262$0$3,262
OFFICE SUPPLIES$2,739$0$2,739
OHIO FILING FEE$200$0$200
MISCELLANEOUS$7,264$0$7,264
TELEPHONE$1,951$0$1,951
REPAIRS AND MAINTENANCE$26,624$0$26,624
WEBSITE EXPENSE$54,000$0$54,000
NET LOSS FROM PARTNERSHIP INVESTMENTS$24,024$24,024$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCE - PARTNERSHIP INCOMEDesc
Amt$3,476Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAX PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$12,433EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUST MANAGEMENT FEE$230,198$230,198$0
CONSULTANTS$5,000$0$5,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$21,054$0$21,054
FOREIGN TAX$63,246$63,246$0
FEDERAL EXCISE TAX$49,693$0$0