THE LOZICK FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE LOZICK FAMILY FOUNDATION (EIN 61-6554435)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349101785
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:28:43-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ronald L Garman CPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1477 | AddressLine1Txt |
| City | Willoughby | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 616554435 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lozick Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THOMAS J JANOCH | InCareOfNm |
| Business Name Control | LOZI | BusinessNameControlTxt |
| Phone | 2168390400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29425 Chagrin Boulevard Suite 201 | AddressLine1Txt |
| City | Pepper Pike | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS JANOCH | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 2168390400 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald L Garman | PreparerPersonNm |
| PTIN | P00092827 | PTIN |
| Phone | 4409442327 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.156.241.53 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34190420183195000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 238179922B3A122FA64D2B1DE17E8C1F68F4CA03 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AE682DF0F6168663AB8822CB690B50468F01ADB2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,628,572 | 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 | $10,269,912 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $141 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $141 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,404 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,404 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,154 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,766 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,463,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,311 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,176 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,190 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,190 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,309 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $316,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,147,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,945 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $444,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $444,253 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,702,795 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,184,319 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,147,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,628,572 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,147,048 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,147,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,147,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,147,048 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,147,049 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,147,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CVS HEALTH, 960 SHARES | D | 2017-09-15 | $75,579 | $76,560 | -$981 | -$981 |
| PRAXAIR INC, 690 SHARES | D | 2017-09-15 | $92,383 | $90,114 | $2,269 | $2,269 |
| TWENTY FIRST CENTURY FOX, 3500 | D | 2017-10-16 | $89,046 | $97,714 | -$8,668 | -$8,668 |
| CAPITAL GAIN DIVIDENDS | P | $99,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,766 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,399,259 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,799 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,799 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $301,000 | 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 | $1,799 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,799 | SubtotalAmt |
| Tax Based On Investment Income | $1,799 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,201 | OverpaymentAmt |
| Applied To ES Tax | $3,201 | AppliedToESTaxAmt |
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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J JANOCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168390400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29425 CHAGRIN BOULEVARD STE 201 | AddressLine1Txt |
| City | Pepper Pike | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Catherine L Lozick | ||||||||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | President/Trustee | 1.0 | $0 | $0 | $0 |
| Thomas Janoch | ||||||||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | VP/Treasurer/Secretary | 2.0 | $0 | $0 | $0 |
| James C Boland | ||||||||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | Trustee | 1.0 | $0 | $0 | $0 |
| Julie Boland | ||||||||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | Trustee | 1.0 | $0 | $0 | $0 |
| Christopher P Hitchcock | ||||||||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | Executive Dir/Trustee | 2.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,182,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,466,253 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,466,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,399,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $219,963 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $219,963 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,799 | TotalTaxAmt |
| Distributable Before Adj | $218,164 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $218,164 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $218,164 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $301,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,799 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,201 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,164 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $218,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,836 | RemainingDistriFromCorpusAmt |
| Total Corpus | $82,836 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $82,836 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $82,836 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Various Charitable Organizations per Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29425 Chagrin Boulevard | AddressLine1Txt |
| City | Pepper Pike | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Unrestricted | GrantOrContributionPurposeTxt |
| Amt | $301,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,404 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $91,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $193,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,311 | 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 (19 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| 2016-2021 CLAT Dated 812016 | |||||||
| 1 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $1,183,882 | Yes (X) | |
| 2016-2022 CLAT Dated 812016 | |||||||
| 2 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $992,564 | Yes (X) | |
| 2016-2023 CLAT Dated 812016 | |||||||
| 3 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $856,930 | Yes (X) | |
| 2016-2024 CLAT Dated 812016 | |||||||
| 4 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $831,272 | Yes (X) | |
| 2016-2025 CLAT Dated 812016 | |||||||
| 5 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $745,387 | Yes (X) | |
| 2016-2026 CLAT Dated 812016 | |||||||
| 6 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $674,131 | Yes (X) | |
| 2016-2027 CLAT Dated 812016 | |||||||
| 7 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $617,016 | Yes (X) | |
| 2016-2028 CLAT Dated 812016 | |||||||
| 8 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $569,435 | Yes (X) | |
| 2016-2029 CLAT Dated 812016 | |||||||
| 9 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $529,195 | Yes (X) | |
| 2016-2030 CLAT Dated 812016 | |||||||
| 10 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $494,717 | Yes (X) | |
| 2016-2031 CLAT Dated 812016 | |||||||
| 11 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $464,847 | Yes (X) | |
| 2016-2032 CLAT Dated 812016 | |||||||
| 12 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $438,723 | Yes (X) | |
| 2016-2033 CLAT Dated 812016 | |||||||
| 13 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $415,686 | Yes (X) | |
| 2016-2034 CLAT Dated 812016 | |||||||
| 14 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $395,220 | Yes (X) | |
| 2016-2035 CLAT Dated 812016 | |||||||
| 15 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $376,920 | Yes (X) | |
| 2016-2036 CLAT Dated 812016 | |||||||
| 16 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $360,458 | Yes (X) | |
| 2016-2021 CLAT Dated 812016 | |||||||
| 17 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $125,235 | Yes (X) | |
| 2016-2022 CLAT Dated 812016 | |||||||
| 18 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $106,118 | Yes (X) | |
| 2016-2023 CLAT Dated 812016 | |||||||
| 19 | 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 | $91,676 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | See attached details | $1,183,882 | 2017-08-02 |
| 2 | See attached details | $992,564 | 2017-08-02 |
| 3 | See attached details | $856,930 | 2017-08-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $500 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KEYBANK INVESTMENTS | AT COST | $870,881 | $891,148 |
| KEYBANK INVESTMENTS | AT COST | $3,362,523 | $3,642,399 |
| WELLS FARGO INVESTMENTS | AT COST | $5,469,391 | $5,650,772 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK FEES | $1,081 |
| OFFICE EXPENSES | $228 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,176 | Amt |
| Net Investment Income | $10,176 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| 2016-2021 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2022 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2023 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2024 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2025 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2026 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2027 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2028 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2029 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2030 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2031 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2032 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2033 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2034 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2035 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
| 2016-2036 CLAT Dated 812016 | |||
| 29425 Chagrin Boulevard | Pepper Pike | OH | 44122 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $610 | $610 |
| FOREIGN TAX PAID | $121 | $121 |
| FOREIGN TAX PAID | $2,459 | $2,459 |
Comments