2020-10-28T10:42:46-07:00 2019-12-31 341660198 Morgan & Associates Inc 6155 Rockside Road 307 Independence OH 44131 990PF 2019-01-01 341817179 THE WALTER & JEAN KALBERER FOUNDATION WALT 4404233420 1259 WEST HILL DRIVE GATES MILLS OH 44040 Jean C Kalberer Trustee 2020-10-28 true HUGH J MORGAN P01223082 2166428604 2019 2021-04-22 16:20:28Z X 3779543 X X 201 201 201 14880 14880 14880 423461 518013 423461 438542 438542 15081 3490 1745 1745 200 200 3690 1745 1945 973822 973822 977512 1745 975767 -538970 436797 15081 54727 76751 76751 619821 370248 3702792 903327 1029785 1577875 1476784 3779543 0 X 1577875 1476784 1577875 1476784 1577875 1476784 1577875 -538970 437879 1476784 1476784 300 SHS APPLE COMPUTER P 2014-02-19 2019-06-20 59470 23357 36113 36113 400 SHS CHASE P 2017-01-27 2019-06-20 43842 34651 9191 9191 1200 SHS VISA P 2011-10-24 2019-06-20 207072 28258 178814 178814 780 SHS MASTERCARD P 2007-02-21 2019-06-20 207629 8286 199343 199343 423461 false 230830 3500207 0.06595 205461 3452474 0.05951 66200 2844101 0.02328 295017 1272784 0.23179 831651 2638770 0.31517 0.695690 0.139138 3650871 507975 4368 512343 975767 X 4368 4368 4368 7580 7580 X 13 3199 3199 false false false false false false false false true OH true false false false false true N/A JEAN KALBERER 4404233420 1259 WEST HILL DRIVE GATES MILLS OH 44040 false false false false false false false false false false false false false false false false false false false false false false Walter E Kalberer 1259 West Hill Drive Gates Mills OH 44040 Trustee 0.00 0 Jean C Kalberer 1259 West Hill Drive Gates Mills OH 44040 Trustee 0.00 0 Gwenn S Winkhaus PO Box 438 Armonk NY 10504 Trustee 0.00 0 Lori Kalberer 6777 GATES MILLS BLVD GATES MILLS OH 44040 TRUSTEE 0.00 0 NONE NONE 3646207 60261 0 3706468 0 3706468 55597 3650871 182544 182544 4368 4368 178176 178176 178176 975767 975767 4368 971399 178176 712484 231764 35480 56263 1035991 975767 0 178176 797591 1833582 0 712484 1121098 231764 35480 56263 797591 Walter E Kalberer Jean C Kalberer X CLEVELAND PLAYHOUSE PLAYHOUSE SQUARE CLEVELAND OH 44114 NONE PC ANNUAL FUND 500000 CLEVELAND INSTITUTE OF ART 11141 EAST BLVD CLEVELAND OH 44106 NONE 501 C3 ANNUAL FUND 6000 IDEASTREAM 1375 EUCLID AVE CLEVELAND OH 44115 NONE 501 C3 FOSTERING COLLABORATION 63547 CLEVELAND ZOOLOGICAL 3900 WILDLIFE WAY CLEVELAND OH 44109 NONE 501 C3 RHINO YARD EXPANSION 161722 HOLDEN ARBORETUM EUCLID AVE CLEVELAND OH 44115 NONE 501 C3 BOTANICAL GARDENS INTEGRATION FUND 100520 CLEVELAND MUSEUM OF NATURAL HISTORY 1 Wade Oval University Circle CLEVELAND OH 44106 NONE 501C(3) ANNUAL FUND 1500 MUSICAL ARTS ASSCIATION 11001 EUCLID AVE CLEVELAND OH 44106 NONE PC CLEVELAND ORCHESTRA 100533 CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 PC ANNUAL FUND 10000 CLEVELAND ZOOLOGICAL SOCIETY 3900 WILDLIFE WAY CLEVELAND OH 44109 NONE PC OPERATING 10000 VILLAGE OF GATES MILLS 1470 CHAGRIN RIVER ROAD GATES MILLS OH 44040 NONE PC MARSTON 20000 973822 14 201 14 14880 423461 15081 423461 438542 false false false false false false false false false false 3490 1745 0 1745 COMMON STOCKS 370248 3702792 CSV Life Insurance 903327 1029785 STATE REGISTRATION FEES 200 200 INCREASE IN CSV OF LIFE INSURANCE 437879