MARGARET CLARK MORGAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET CLARK MORGAN FOUNDATION (EIN 34-1948246)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202533109349100518
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T08:31:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4020 KINROSS LAKES PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | RICHFIELD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44286 | 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 | 341948246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARGARET CLARK MORGAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARG | BusinessNameControlTxt |
| Phone | 3306551366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 FIRST STREET | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK KELLAR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3306551366 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL M BOYLE CPA | PreparerPersonNm |
| PTIN | P01246734 | PTIN |
| Phone | 3308646661 | PhoneNum |
| Preparation | 2025-11-05 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,988,942 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,222,126 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $184 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,751,820 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,823,784 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,913,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,125,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,544,815 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $544,707 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$56,447 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,432,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,312,336 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $610,488 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $122,098 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $488,390 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $510,592 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $102,118 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $408,474 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $97,271 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $19,454 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $77,817 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,095 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,048 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,047 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,840 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,920 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,920 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $387,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $269,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,821 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $109,992 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $49,557 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $42,226 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,793 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,030 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,500 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $61,315 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,315 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,430 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $2,215 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,215 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,696,100 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $196,814 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,584,900 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,571,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $789,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,732,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,303,073 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,523,074 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,874,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $789,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,255,699 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,558,264 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,523,216 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,159,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,708,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,708,246 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,374 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $73,017 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $73,017 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,441,649 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,548,823 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,548,823 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $70,259,729 | CorporateStockBOYAmt |
| Corporate Stock EOY | $63,547,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,547,010 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,693,050 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,552,722 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,552,722 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $24,921,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,218,165 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,218,165 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $305,655 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,673 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $167,678 | LandBOYAmt |
| Land EOY | $272,982 | LandEOYAmt |
| Land EOYFMV | $272,982 | LandEOYFMVAmt |
| Other Assets BOY | $56,485 | OtherAssetsBOYAmt |
| Other Assets EOY | $67,977 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $67,977 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $106,714,972 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,988,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,988,942 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $11,925 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,064,041 | GrantsPayableBOYAmt |
| Grants Payable EOY | $1,844,041 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $3,064,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,855,966 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $103,650,931 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $109,132,976 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,650,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,132,976 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $106,714,972 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,988,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,650,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,558,264 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,046,986 | OtherIncreasesAmt |
| Subtotal | $109,256,181 | SubtotalAmt |
| Other Decreases | $123,205 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $109,132,976 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| LOSS ON SALE OF PROPERTY | P | $152,120 | -$152,120 | -$152,120 | |
| PUBLICLY TRADED SECURITIES | P | $22,082,901 | $6,033,594 | $6,033,594 | $28,116,495 |
| PERENNIAL REAL ESTATE K-1 | P | $3,284 | -$3,284 | -$3,284 | |
| ACP EQUITIES K-1 | P | $79,472 | -$79,472 | -$79,472 | |
| AGILIS PARK FUND II K-1 | P | $262,710 | -$262,710 | -$262,710 | |
| PRIVATE EQUITY PARTNERS | P | $256 | -$256 | -$256 | |
| CAPITAL GAINS DIVIDENDS | P | $9,063 | $9,063 | $9,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,544,815 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,893 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $119,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $153,893 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $63,220 | OverpaymentAmt |
| Applied To ES Tax | $63,220 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://PEGSFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | RICK KELLAR | IndividualWithBooksNm |
| Phone | 3306551366 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 FIRST STREET | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| RICK KELLAR | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | PRESIDENT | 60.00 | $338,000 | $38,348 | $10,140 |
| JONATHAN T PAVLOFF | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | CHAIR | 15.00 | $28,000 | $0 | $0 |
| ROBERT D KALLSTROM | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | TREASURER | 15.00 | $28,000 | $0 | $0 |
| JEFFERY T KNOLL | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | SECRETARY | 15.00 | $28,000 | $0 | $0 |
| A WILLIAM MCGRAW | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | TRUSTEE | 15.00 | $28,000 | $0 | $0 |
| DOUGLAS MCKAY | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | TRUSTEE | 15.00 | $28,000 | $0 | $0 |
| MARTIN HAUSER | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | TRUSTEE | 15.00 | $28,000 | $0 | $0 |
| SUZANNE GRAHAM | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | TRUSTEE | 15.00 | $28,000 | $0 | $0 |
| PATRICE FETZER | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | TRUSTEE | 15.00 | $28,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| THOM CRAIG | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | DIRECTOR - MENTAL HE | 40.00 | $153,167 | $4,595 | $0 |
| VICTORIA ROMANDA | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | CHIEF OF STAFF | 40.00 | $131,058 | $22,741 | $0 |
| JOCELYN DOUGHERTY | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | GRANT OPERATIONS MAN | 40.00 | $75,794 | $23,265 | $0 |
| RHONDA KADISH | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | CAMPUS COORD | 40.00 | $54,138 | $18,634 | $0 |
| KIMBERLY FRATZ | ||||||||
| 53 FIRST STREET | HUDSON | OH | 44236 | EXEC ADMIN | 40.00 | $45,250 | $13,219 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALICIA D SMITH LLC | |||||
| 3016 REMINGTON RIDGE RD | COLUMBUS | OH | 43232 | CONSULTING | $297,218 |
| CLB STRATEGIES LLC | |||||
| 279 TROY ROAD | RENSSELAER | NY | 12144 | CONSULTING | $211,250 |
| MIKE THOMPSON CONSULTING LLC | |||||
| 6669 32ND PLACE NORTHWEST | WASHINGTON | DC | 20015 | CONSULTING | $156,150 |
| CALVONAH S JENKINS | |||||
| 230 E LONG ST APT 664 | COLUMBUS | OH | 43215 | CONSULTING | $144,000 |
| LIFESTREAM CONSULTING LLC | |||||
| 655 PROVIDENCE AVE UNIT L | COLUMBUS | OH | 43214 | CONSULTING | $138,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $86,535,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,409,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,212,896 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,157,652 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,157,652 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,337,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,820,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,391,014 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,391,014 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,673 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $57,434 | IncomeTaxAmt |
| Total Tax | $148,107 | TotalTaxAmt |
| Distributable Before Adj | $4,242,907 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,242,907 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,242,907 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,255,699 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $5,710,778 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,966,477 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,242,907 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,021,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,021,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,966,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,242,907 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,723,570 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,745,469 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,745,469 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,021,899 | ExcessFromYear1Amt |
| Excess From Current Year | $7,723,570 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARGARET CLARK MORGAN FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 FIRST STREET | AddressLine1Txt |
| City | HUDSON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306551366 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANT MUST SUBMIT A ONE PAGE PRELIMINARY LETTER THAT INCLUDES THE ORGANIZATION'S CONTACT INFORMATION AND A DESCRIPTION OF THE ORGANIZATION, THE PROJECT AND THE AMOUNT REQUESTED. IF THE FOUNDATION DETERMINES THE LETTER OF INQUIRY FALLS WITHIN ITS INTEREST AREAS THE APPLICANT WILL BE NOTIFIED BY MAIL TO SUBMIT A FULL PROPOSAL. THE FULL PROPOSAL MUST INCLUDE DESCRIPTION OF PROJECT, DESCRIPTION AND HISTORY OF THE ORGANIZATION, PROJECT STAFF BACKGROUND AND EXPERTISED, AMOUNT OF REQUEST, NEED FOR PROJECT, AND SUPPORT FROM OTHER FOUNDATIONS AND/OR CORPORATIONS. THE FOLLOWING INFORMATION MUST ALSO BE INCLUDED: FINANCIAL STATEMENTS (TWO YEARS), FORM 990 (TWO YEARS), BUDGET FOR CURRENT FISCAL YEAR, PROJECT BUDGET, BOARD LIST AND IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | LETTER OF INQUIRY DEADLINE: OCTOBER 1, FEBRUARY 1 APPLICATION DEADLINE: NOVEMBER 1, MAY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | TAX EXEMPT ORGANIZATIONS DESCRIBED AS PUBLIC CHARITIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVOCACY CHOICES & EMPOWERMENT | ||||||
| PO BOX 621 | NEW PHILADELPHIA | OH | 44663 | PC | ANNUAL OVERNIGHT EXPERIENCE 2024 | $9,000 |
| AKRON ART MUSEUM | ||||||
| ONE SOUTH HIGH STREET | AKRON | OH | 44308 | PC | GENERAL OPERATING SUPPORT 2024-2025 | $20,000 |
| AKRON CIVIC THEATRE | ||||||
| 182 SOUTH MAIN STREET | AKRON | OH | 44308 | PC | SPA 2020-2025 | $20,000 |
| AKRON SYMPHONIC WINDS | ||||||
| 46 RAVENNA ST SUITE B6 | HUDSON | OH | 44236 | PC | MUSIC AND MUSIC EDUCATION FOR NE OHIO 2024-2025 | $7,500 |
| APOLLO'S FIRE-THE CLEVELAND BAROQUE ORCHESTRA | ||||||
| 3091 MAYFIELD ROAD SUITE 217 | CLEVELAND HEIGHTS | OH | 441181777 | PC | SEASON SUPPORT AND CAI & MOSAIC PROJECT 2024-2025 | $15,000 |
| ART SPARKS | ||||||
| PO BOX 1061 | CUYAHOGA FALLS | OH | 44223 | PC | EXPANSION OF DYNAMITE DUOS PROGRAM 2024-2025 | $5,500 |
| ARTSNOW | ||||||
| 60 S HIGH STREET | AKRON | OH | 44308 | PC | ARTSFORWARD, A FUNDING INITIATIVE 2024-2025 | $30,000 |
| BALLET THEATRE OF OHIO | ||||||
| 265 N MAIN ST SUITE 13 | MUNROE FALLS | OH | 44262 | PC | SPA 2022-2025 | $25,000 |
| BLICK CLINIC | ||||||
| 60 WEST MARKET STREET | AKRON | OH | 443031465 | PC | VOCATIONAL SUCCESS PROGRAM 2024-2027 | $37,500 |
| CHILDREN'S CONCERT SOCIETY | ||||||
| E J THOMAS PERFORMING ARTS HALL | AKRON | OH | 443250501 | PC | SPA 2024-2027 | $5,000 |
| CITY OF AKRON | ||||||
| 166 SOUTH HIGH STREET STE 200 | AKRON | OH | 443081653 | PC | HEINZ POLL SUMMER DANCE FESTIVAL 2024 | $7,500 |
| CUYAHOGA VALLEY ART CENTER | ||||||
| 2131 FRONT STREET | CUYAHOGA FALLS | OH | 44221 | PC | VISUAL ARTS COURSES 2024-2025 | $20,000 |
| DANCE CLEVELAND | ||||||
| 13110 SHAKER SQUARE SUITE 106 | CLEVELAND | OH | 44120 | PC | SUMMIT COUNTY DANCE ENGAGEMENT 2024-2025 | $10,000 |
| EXTENDED HOUSING INC | ||||||
| 270 E MAIN STREET SUITE 300 | PAINSBULLE | OH | 44077 | PC | THE SOCIAL CLUB 2024-2027 | $15,000 |
| GREATER AKRON MUSICAL ASSOCIATION | ||||||
| 92 N MAIN ST | AKRON | OH | 443081932 | PC | RED CHAIR SPONSORSHIPS 2024-2025 | $12,000 |
| GREENLEAF FAMILY CENTER | ||||||
| 580 GRANT STREET | AKRON | OH | 443119910 | PC | YOUTH SUICIDE PREVENTION - PORTAGE/SUMMIT 2024-2025 | $13,000 |
| GROUNDWORKS DANCE THEATER | ||||||
| 13125 SHAKER SQUARE STE 102 | CLEVELAND HTS | OH | 44120 | PC | FINALE 2024 | $10,000 |
| HELP HOTLINE CRISIS CENTER | ||||||
| 261 E WOOD ST | YOUNGSTOWN | OH | 44503 | PC | SUICIDE CRISIS HOTLINE/WARMLINE PROGRAMS 2023-2024 | $15,000 |
| KENT STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 5190 | KENT | OH | 44242 | PC | EXPAND IMPACT: PMH APRNS IN NORTHEAST OH 2022-2025 | $75,000 |
| MAGICAL THEATRE | ||||||
| PO BOX 386 | BARBERTON | OH | 44203 | PC | SPA 2021-2026 | $25,000 |
| MH & ADDICTION ADVOCACY COALITION | ||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | GENERAL OPERATIONS 2024-2026 | $30,000 |
| NAMI - LAKE COUNTY OHIO | ||||||
| ONE VICTORIA SQUARE | PAINESVILLE | OH | 44077 | PC | OUTREACH DISPLAYS - ENSURING CONSISTENT MESSAGING | $7,500 |
| NEOMED FOUNDATION | ||||||
| 4209 STATE ROUTE 44 | ROOTSTOWN | OH | 44272 | PC | PROMOTING INNOVATION AND RESTORING LIVES FOR PEOPLE WITH SCHIZOPHRENIA AND OTHER SERIOUS MENTAL ... | $1,200,000 |
| NORTH COAST COMMUNITY HOMES | ||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 441251953 | PC | RESIDENTIAL SERVICES 2024-2025 | $47,587 |
| NORTHEAST OHIO CENTER FOR CHOREOGRAPHY | ||||||
| SCHOOL OF DANCE GUZZETTA HALL 394 | AKRON | OH | 443251005 | PC | IDEAS IN MOTION 2024-2025 | $5,000 |
| OPEN TONE MUSIC | ||||||
| 140 EAST MARKET STREET | AKRON | OH | 44308 | PC | JAZZ FESTIVAL 2024 | $12,000 |
| SAFETY FORCES SUPPORT CENTER | ||||||
| 501 WEST MARKET STREET | AKRON | OH | 44304 | PC | COUNSELING & CRISIS INTERVENTION 2024-2026 | $10,000 |
| SALVATION ARMY OF TRUMBULL COUNTY | ||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 109941739 | PC | MENTAL HEALTH DROP IN CENTER 2024-2025 | $15,000 |
| STEPPING UP OHIO | ||||||
| 30 EAST BROAD STREET 36TH FLOOR | COLUMBUS | OH | 432153430 | PC | STEPPING UP OHIO 2022-2025 | $120,347 |
| SUMMIT ARTSPACE | ||||||
| 140 EAST MARKET STREET | AKRON | OH | 443082014 | PC | CULTIVATING CONNECTION: ARTIST-CENTERED GALLERIES | $36,000 |
| SUMMIT CHORAL SOCIETY | ||||||
| 140 E MARKET STREET | AKRON | OH | 44308 | PC | GENERAL OPERATING SUPPORT 2024-2025 | $10,000 |
| TREATMENT ADVOCACY CENTER | ||||||
| 200 N GLEBE ROAD 730 | ARLINGTON | VA | 22203 | PC | EMBEDDING AOT IN THE MH SYSTEM OF CARE 2023-2025 | $195,000 |
| TUESDAY MUSICAL ASSOCIATION | ||||||
| 1041 WEST MARKET STREET SUITE 200 | AKRON | OH | 443137103 | PC | SPA 2022-2025 | $15,000 |
| VERB BALLETS INC DBA OHIO CONTEMPORARY BALLET | ||||||
| 3558 LEE ROAD | SHAKER HEIGHTS | OH | 44120 | PC | DANCE IN AKRON 2024-2025 | $6,000 |
| AKRON COMMUNITY DEVELOPMENT ASSOCIATION | ||||||
| 1293 COPLEY RD | AKRON | OH | 443202766 | PC | BH CERTIFICATION PILOT PROGRAM 2023-2025 | $50,000 |
| CUYAHOGA VALLEY YOUTH BALLET DBA BALLET EXCEL OHIO | ||||||
| PO BOX 3131 | CUYAHOGA FALLS | OH | 44223 | PC | SEASON SUPPORT 2024-2025 | $15,000 |
| MOVEMENT PROJECT INC | ||||||
| 21547 LORAIN RD | FAIRVIEW PARK | OH | 441263301 | PC | CDF | AKRON CONCERT SERIES 2025 | $10,000 |
| NAMI - GREATER CLEVELAND | ||||||
| 2012 W 25TH ST SUITE 705 | CLEVELAND | OH | 44113 | PC | IMPROVING ACCESS TO MENTAL HEALTH CARE 2024-2025 | $40,000 |
| AKRON SOUL TRAIN | ||||||
| 121 S MAIN STREET | AKRON | OH | 443081415 | PC | ARTIST IN RESIDENCE PROGRAM 2024-2025 | $5,000 |
| APPLESEED COMMUNITY MENTAL HEALTH CENTER | ||||||
| 2233 ROCKY LN | ASHLAND | OH | 448054701 | PC | INDIVIDUAL & GROUP ART THERAPY | $10,000 |
| CHILDREN'S HOSPITAL MEDICAL CNT OF AKRON | ||||||
| ONE PERKINS SQUARE | AKRON | OH | 44308 | PC | CHILD & ADOLESCENT PSYCHIATRY FELLOWSHIPS 2021-2024 | $86,250 |
| LES DELICES INC | ||||||
| PO BOX 602187 | CLEVELAND | OH | 441020187 | PC | VISIONS & DREAMS: AKRON CONCERT SERIES 2024-2025 | $3,000 |
| NAMI - STARK COUNTY | ||||||
| 800 MARKET AVENUE NORTH | CANTON | OH | 44702 | PC | MENTAL HEALTH EDUCATION PROGRAMS/WALK 2024-2025 | $45,000 |
| SUMMIT EDUCATIONAL SERVICE CENTER | ||||||
| 420 WASHINGTON AVENUE | CUYAHOGA FALLS | OH | 44221 | PC | YOUTH MENTAL HEALTH NAVIGATOR PILOT 2023-2025 | $124,890 |
| THE CENTERS | ||||||
| 4500 EUCLID AVE | CLEVELAND | OH | 441033736 | PC | STARS/FIRST PROGRAM FOR SCHIZOPHRENIA | $47,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,523,074 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLICK CLINIC | ||||||
| 60 WEST MARKET STREET | AKRON | OH | 443031465 | PC | VOCATIONAL SUCCESS PROGRAM 2024-2027 | $37,500 |
| CHILDREN'S CONCERT SOCIETY | ||||||
| E J THOMAS PERFORMING ARTS HALL | AKRON | OH | 443250501 | PC | SPA 2024-2027 | $10,000 |
| EXTENDED HOUSING INC | ||||||
| 270 E MAIN STREET SUITE 300 | PAINSBULLE | OH | 44077 | PC | THE SOCIAL CLUB 2024-2027 | $30,000 |
| MH & ADDICTION ADVOCACY COALITION | ||||||
| 4500 EUCLID AVENUE | CLEVELAND | OH | 44103 | PC | GENERAL OPERATIONS 2024-2026 | $30,000 |
| NAMI - SUMMIT COUNTY | ||||||
| PO BOX 462 | CUYAHOGA FALLS | OH | 44222 | PC | OPERATING AND EVENT SPONSORSHIPS 2025-2028 | $186,600 |
| SAFETY FORCES SUPPORT CENTER | ||||||
| 501 WEST MARKET STREET | AKRON | OH | 44304 | PC | COUNSELING & CRISIS INTERVENTION 2024-2026 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $314,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,751,820 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $544,707 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,913,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,210,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,210,476 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $5,710,778 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBI REAL ESTATE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | AMOUNT TRANSFERRED FOR CONSTRUCTION IN PROGRESS ON CHARTIABLE USE BUILDING | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MBI REAL ESTATE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(2) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| PEW CHARITABLE TRUSTS | ||||||
| 1 | 901 E STREET SW | WASHINGTON | DC | 20004 | $333,879 | Yes (X) |
| SOZOSEI FOUNDATION | ||||||
| 2 | 508 CARNEGIE CENTER DRIVE | PRINCETON | NJ | 08540 | $100,000 | Yes (X) |
| OACBHA FOUNDATION | ||||||
| 3 | 33 NORTH HIGH STREET SUITE 500 | COLUMBUS | OH | 43215 | $128,247 | Yes (X) |
| STATE OF OHIO | ||||||
| 4 | 30 EAST BROAD STREET | COLUMBUS | OH | 43215 | $10,000 | Yes (X) |
| NEW YORK UNIVERSITY | ||||||
| 5 | 50 WEST 4TH STREET | NEW YORK | NY | 10012 | $150,000 | Yes (X) |
| BALDWIN BUSS HOUSE FOUNDATION | ||||||
| 6 | PO BOX 1401 | HUDSON | OH | 44236 | $500,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $39,840 | Amt |
| Net Investment Income | $19,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,920 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,552,722 | EOYBookValueAmt |
| EOYFMV | $2,552,722 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY SECURITIES | StockNm |
| EOY Book Value | $63,547,010 | EOYBookValueAmt |
| EOYFMV | $63,547,010 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,548,823 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,548,823 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN ELEUTHERA PROPERTY | FMV | $254,077 | $254,077 |
| INVESTMENT IN MBI REAL ESTATE | FMV | $15,485,486 | $15,485,486 |
| ALTERNATIVE INVESTMENTS | FMV | $11,558,666 | $11,558,666 |
| MUTUAL FUNDS | FMV | $8,919,936 | $8,919,936 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,095 | LegalFeesAmt |
| Net Investment Income | $2,048 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,047 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST AND DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $56,485 | BOYBookValueAmt |
| EOY Book Value | $67,977 | EOYBookValueAmt |
| EOYFMV | $67,977 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MBI INVESTMENT | Desc |
| Amt | $123,205 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $28,486 | $14,243 | $14,243 |
| LIABILITY INSURANCE | $49,896 | $24,948 | $24,948 |
| MARKETING | $65,142 | $13,028 | $52,114 |
| OFFICE EXPENSE | $82,967 | $41,483 | $41,484 |
| POSTAGE AND DELIVERY | $213 | $107 | $106 |
| PROGRAM EXPENSE | $2,434,614 | $0 | $2,434,614 |
| REPAIRS AND MAINTENANCE | $28,610 | $14,305 | $14,305 |
| MISCELLANEOUS EXPENSE | $6,172 | $3,086 | $3,086 |
| K-1 OTHER DEDUCTIONS | $0 | $85,614 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TAX INCOME FROM PARTNERSHIPS PER K-1S | -$56,608 | ||
| OTHER INVESTMENT INCOME | $161 | ||
| PARTNERSHIP DISTRIBUTIONS | $0 | $544,707 | $544,707 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,046,986 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL EXPENSE | $13,526 | $2,705 | $10,821 |
| ML INVESTMENT EXPENSE | $0 | $11,451 | $0 |
| INVESTMENT ADVISORY EXPENSES | $374,323 | $255,710 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $39,001 | $0 |
| PAYROLL TAXES | $52,782 | $10,556 | $42,226 |
| EXCISE TAX | $57,210 | $0 | $0 |
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