2018-05-15T14:11:22-05:00 2017-06-30 341463411 BARNES WENDLING CPAS INC 1350 EUCLID AVE SUITE 1400 CLEVELAND OH 441151830 990 2016-07-01 454484735 THE CCWA FOUNDATION CCWA 2167813730 812 HURON ROAD NO 620 CLEVELAND OH 44115 MICHAEL KNALL TREASURER 2167813730 2018-05-11 1 MICHAEL PAPPAS CPA P00410092 2165669000 2018-05-09 2016 2022-09-23 18:48:47Z MICHAEL KNALL 812 HURON ROAD NO 620 CLEVELAND OH 44115 1398165 0 X N/A X 2011 OH TO INVEST FUNDS FOR USE IN THE OPERATIONS OF ITS SOLE BENEFICIARY, CLEVELAND COUNCIL ON WORLD AFFAIRS. 9 9 0 9 0 0 22750 1094027 0 0 12293 38239 0 0 35043 1132266 0 258353 0 0 0 0 0 0 0 13861 11627 13861 269980 21182 862286 1549184 2606860 0 0 1549184 2606860 TO INVEST FUNDS FOR USE IN THE OPERATIONS OF ITS SOLE BENEFICIARY, CLEVELAND COUNCIL ON WORLD AFFAIRS. 0 0 269980 258353 PROVIDING AN ANNUAL CASH DISTRIBUTION TO CLEVELAND COUNCIL ON WORLD AFFAIRS 269980 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 OH X MICHAEL KNALL 2167813730 1100 SUPERIOR AVE 700 CLEVELAND OH 44114 X RICHARD W POGUE CHAIRMAN 1.00 X X 0 0 0 CYNTHIA BASSETT PRESIDENT & CEO 1.00 X X 0 0 0 SATRICIA RICE VICE PRESIDENT 1.00 X X 0 0 0 STEPHEN PETRAS SECRETARY 1.00 X X 0 0 0 MICHAEL KNALL TREASURER 1.00 X X 0 0 0 JAMES MEIL TRUSTEE 1.00 X 0 0 0 WAEL KHOURY TRUSTEE 1.00 X 0 0 0 HOWARD B EDELSTEIN TRUSTEE 1.00 X 0 0 0 DENNIS M LAFFERTY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1094027 1094027 34366 34366 269772 265899 3873 3873 3873 1132266 0 0 38239 258353 258353 200 200 2200 2200 9227 9227 269980 269980 0 0 6936 33606 1542248 2573254 1549184 2606860 0 0 X 1549184 1819131 541127 246602 1549184 2606860 1549184 2606860 862286 195390 0 X 0 1 X 1 0 X X 1 CLEVELAND COUNCIL ON WORLD AFFAIRS 340720549 7 1 258353 0 1 258353 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 20132 34366 0 0 0 0 20132 34366 0 0 0 0 4800 11627 15332 22739 1487068 1893167 39025 17542 0 0 1526093 1910709 0 0 0 1526093 1910709 22891 28661 1503202 1882048 52612 65872 0 0 52612 65872 15332 13032 52612 52612 0 52612 258353 0 0 0 0 0 258353 258353 52612 100.000000000000 52612 0 0 0 0 0 0 0 0 258353 0 52612 205741 0 0 205741 0 0 0 205741 PART IV, SECTION D, LINE 2: THOUGH THE GOVERNING BODY IS NOT APPOINTED OR SELECTED BY THE SUPPORTED ORGANIZATION, SEVERAL MEMBERS OF THE GOVERNING BODY FOR THE SUPPORTED ORGANIZATION ARE MEMBERS OF THE GOVERNING BODY OF THE SUPPORTING ORGANIZATION. IN ADDITION, THE EXECUTIVE DIRECTOR OF THE SUPPORTED ORGANIZATION ATTENDS ALL BOARD MEETINGS FOR BOTH THE SUPPORTED AND SUPPORTING ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1549184 977225 219703 258353 2487759 1558508 22750 -27274 4800 1549184 1564062 7323 12877 1558508 1557909 202910 196757 1564062 0.68000 0.22000 0.10000 0 0 0 X 1327656 195390 195390 1132266 0 1132266 269980 0 269980 0 269980 PART V, LINE 4: THE FOUNDATION HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 5% OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OF THE PRIOR 3 YEARS PRECEDING THE CALENDAR YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE FOUNDATION CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS INVESTMENT ASSETS, THE NATURE AND DURATION OF THE INDIVIDUAL ENDOWMENT FUNDS, AND THE POSSIBLE EFFECTS OF INFLATION. THE FOUNDATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT FUNDS TO GROW AT A NOMINAL AVERAGE RATE OF 3% ANNUALLY. THIS IS CONSISTENT WITH THE FOUNDATIONS OBJECTIVE TO PRESERVE THE FAIR VALUE OF THE ENDOWMENT ASSETS AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) AND IS CLASSIFIED AS AN ORGANIZATION THAT IS NOT A "PRIVATE FOUNDATION" AS DEFINED IN SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE ITS INCEPTION ON SEPTEMBER 1, 2013 BY TAXING AUTHORITIES IN JURISDICTIONS WHERE THE FOUNDATION HAS FILED RETURNS. THE FOUNDATION DID NOT IDENTIFY ANY MATERIAL UNRECOGNIZED TAX BENEFITS UPON EVALUATION OF TAX POSITIONS TAKEN AND THEREFORE, THERE WAS NO MATERIAL EFFECT ON THE FOUNDATION'S FINANCIAL CONDITION OR RESULTS OF OPERATIONS. THE FOUNDATION EVALUATES AT EACH BALANCE SHEET DATE UNCERTAIN TAX POSITIONS TAKEN, IF ANY, TO DETERMINE THE NEED TO RECORD LIABILITIES FOR TAXES, PENALTIES, AND INTEREST. THE FOUNDATIONS' POLICY IS TO RECORD INTEREST AND PENALTIES ON UNCERTAIN TAX PROVISIONS AS INCOME TAX EXPENSE. AS OF JUNE 30, 2017 AND 2016, THE FOUNDATION HAS NO ACCRUED TAXES, INTEREST, OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE FOUNDATION ESTIMATES THE UNRECOGNIZED TAX BENEFIT WILL NOT CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. 1 CLEVELAND COUNCIL ON WORLD AFFAIRS 812 HURON ROAD CLEVELAND OH 44115 340720549 258353 TO PROVIDE OPPERATIONAL AND PROGRAMMATIC SUPPORT 1 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. CLEVELAND COUNCIL ON WORLD AFFAIRS 812 HURON ROAD 620 CLEVELAND OH 44115 340720549 FUNDING TO SUPPORT OPERATIONS OH 501(C)3 LINE 7 NO 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLEVELAND COUNCIL ON WORLD AFFAIRS C 1094027 FMV - CASH CLEVELAND COUNCIL ON WORLD AFFAIRS B 258353 FMV - CASH