GOATEE FOUNDATION T-A TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GOATEE FOUNDATION T-A TR (EIN 34-7158309)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-22
IRS object ID
201831429349100103
Schema version
2017v2.2
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)
Return2018-05-22T09:35:22-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341310124PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REA & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16300 ROCKSIDE RDAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN347158309EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GOATIE FOUNDATION TA 20BusinessNameLine1Txt
Business Name Line2-102300680120 C/O KEYBANKBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGOATBusinessNameControlTxt
Phone2166898736PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14900 TIEDEMAN RD OH-01-49-0150AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441442302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERTA BRIGGSPersonNm
Person TitleKEYBANK, TRUSTEEPersonTitleTxt
Phone2166898736PhoneNum
Signature2018-05-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD T LASH CPAPreparerPersonNm
PTINP00226999PTIN
Phone2165732330PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,644FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,175,359ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$467DividendsRevAndExpnssAmt
Dividends Net Invst Incm$467DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,175,826TotalRevAndExpnssAmt
Total Net Invst Incm$467TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,419,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,419,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,419,000TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,419,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,243,174ExcessRevenueOverExpensesAmt
Net Investment Income$467NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,944SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,410SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,410SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$5CorporateStockEOYAmt
Corporate Stock EOYFMV$5,234CorporateStockEOYFMVAmt
Total Assets BOY$1,944TotalAssetsBOYAmt
Total Assets EOY$2,415TotalAssetsEOYAmt
Total Assets EOYFMV$7,644TotalAssetsEOYFMVAmt
Accounts Payable EOY$259,999AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$259,999TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,944CapitalStockBOYAmt
Capital Stock EOY-$257,584CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,944TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$257,584TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,944TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,415TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,944TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,243,174ExcessRevenueOverExpensesAmt
Other Increases$983,646OtherIncreasesAmt
Subtotal-$257,584SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY-$257,584TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,586,494AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$60,506NetVlNoncharitableAssetsYr1Amt
Distribution Yr1125.384160DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,431,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$624,969NetVlNoncharitableAssetsYr2Amt
Distribution Yr215.091149DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,202,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$422,581NetVlNoncharitableAssetsYr3Amt
Distribution Yr312.311249DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,736,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$184,831NetVlNoncharitableAssetsYr4Amt
Distribution Yr458.088199DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,847,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$371,061NetVlNoncharitableAssetsYr5Amt
Distribution Yr510.368915DistributionYr5Rt
Total Distribution221.243672TotalDistributionRt
Average Distribution44.248734AverageDistributionRt
Net Vl Noncharitable Assets$16,088NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$711,874AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$711,879AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,419,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$5InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$41EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$41TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$36OverpaymentAmt
Applied To ES Tax$36AppliedToESTaxAmt
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 AddressN/AWebsiteAddressTxt
Individual With BooksKEYBANK NAIndividualWithBooksNm
Phone2168134556PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14900 TIEDEMAN ROADAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44144ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKEY PRIVATE BANKNAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1127 PUBLIC SQUARE 12TH FLOORAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,333AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,333TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,333AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$245CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,088NetVlNoncharitableAssetsAmt
Minimum Investment Return$804MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$804MinimumInvestmentReturnAmt
Tax Based On Investment Income$5TaxBasedOnInvestmentIncomeAmt
Total Tax$5TotalTaxAmt
Distributable Before Adj$799DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$799DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$799DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,419,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,419,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$5PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,418,995AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$799DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,828,963ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,727,259ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,181,384ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,400,275ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,583,481ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$36,721,362TotalExcessDistributionCyovAmt
Qualifying Distributions$6,419,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$799AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,418,201RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$43,139,563TotalCorpusAmt
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$3,828,963ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$39,310,600ExcessDistriCyovToNextYrAmt
Excess From Year4$10,727,259ExcessFromYear4Amt
Excess From Year3$5,181,384ExcessFromYear3Amt
Excess From Year2$9,400,275ExcessFromYear2Amt
Excess From Year1$7,583,481ExcessFromYear1Amt
Excess From Current Year$6,418,201ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEY PRIVATE BANK NA TRUSTEE ATTN EDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1127 PUBLIC SQUARE 12TH FLOORAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2166898736RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SPECIFIC DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsEXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY AND EDUCATIONAL PURPOSES. PRIMARILY FOR EDUCATIONAL PURPOSES INCLUDING, BUT NOT LIMITED TO THE WELFARE OF CHILDREN, WOMEN AND FAMILIES, THE EXPANSION OF OPPORTUNITIES FOR WOMEN, AND THE ELIMINATION OF PREJUDICE AND DISCRIMINATION AGAINST WOMEN, BY FUNDING PROJECTS AND ENGAGING IN ACTIVITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN BACH SOLOISTS
44 PAGE STREET SUITE 504SAN FRANCISCOCA94102N/APCANNUAL FESTIVAL AND ACADEMY$25,000
BEECH BROOK
3737 LANDER ROADCLEVELANDOH44124N/APCGENERAL OPERATING FUND$35,000
BEMENT SCHOOL
94 MAIN STREETDEERFIELDMA01342N/APCSUPPORT OF BRIDGE GRANT$80,000
BERKELEY ART MUSEUM
2625 DURANT AVENUE 2250BERKELEYCA94720N/APC4TH INSTALLMENT OF 5 YEAR PLEDGE FOR $5 MILLION FOR NEW BERKELEY/ART MUSEUM BUILDING PROJECT$1,000,000
BERKELEY-EAST BAY HUMANE SOCIETY
2700 NINTH STREETBERKELEYCA94710N/APCGENERAL OPERATING EXPENSES$15,000
CAL PERFORMANCES
101 ZELLERBACH HALL 4800BERKELEYCA94720N/APC2ND INSTALLMENT OF $2 MILLION COMMITMENT$500,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710TUCSONAZ85702NAPCGENERAL SUPPORT AND N. ROCKIES PREDATOR PROTECTION$100,000
CHANTICLEER
44 PAGE STREET SUITE 604SAN FRANCISCOCA94102N/APCGENERAL SUPPORT$4,000
CHRONICLE SEASON OF SHARING
901 MISSION STREETSAN FRANCISCOCA94103N/APCGENERAL SUPPORT AND ANNUAL GIVING$350,000
CLEVELAND ORCHESTRA
11001 EUCLID AVENUECLEVELANDOH44106N/APCANNUAL FUND$65,000
CLEVELAND PLAYHOUSE
1901 E 13TH ST 200CLEVELANDOH44114N/APCFOR ARTS EDUCATION AND OUTREACH PROGRAMS.$150,000
CLINTON FOUNDATION
1271 AVENUE OF THE AMERICAS 42ND FLNEW YORKNY10020N/APCINSTALLMENT 3 OF 5 YEAR COMMITMENT$984,646
DOMESTIC VIOLENCE & CHILD ADVOCACY
PO BOX 5466CLEVELANDOH44101N/APCFOR PERSONAL SAFETY SKILLS PROGRAM$30,000
ECOJUSTICE
N/APCPROTECT ENDANGERED SPECIES AND HABITATS THROUGHOUT CANADA$100,000131 WATER STREET SUITE 214VANCOUVER, BCCAV6B 4M3
FARM SANCTUARY
PO BOX 150WATKINS GLENNY14891N/APC$40,000 CHALLENGE GRANT AND $55,000 RESCUE & REFUGE PROGRAM$50,000
GEOS INSTITUTE
84 FOURTH STREETASHLANDOR97520N/APCGENERAL SUPPORT$25,000
GREENPEACE FUND INC
702 H STREET NW SUITE 300WASHINGTONDC20001N/APCINDONESIA PROGRAM$240,000
HAYSTACK SCHOOL
PO BOX 518DEER ISLEME04627N/APCEQUALLY SPLIT BETWEEN ANNUAL FUND AND CAPITAL PROJECTS$25,000
INT'L CENTER FOR PHOTOGRAPHY
1114 AVENUE OF THE AMERICASNEW YORKNY10036N/APCGENERAL OPERATING BUDGET$75,000
KDFC
201 THIRD STREET STE 1200SAN FRANCISCOCA94103N/APCCHALLENGE GRANT$15,354
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110N/APC$100,000 ANNUAL FUND AND $50,000 CHALLENGE FUND$150,000
MOTHERS AGAINST DRUNK DRIVING
5900 ROCHE DRIVE 250COLUMBUSOH43229N/APCGENERAL OPERATING EXPENSES$10,000
NATIONAL AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014N/APCAUDUBON ADVENTURES$135,000
NATURAL RESOURCES DEFENSE COUNCIL
20 N WACKER DRIVE STE 1600CHICAGOIL60606N/APCROCKY MOUNTAIN WILDLIFE PROGRAMS$60,000
NATURE CONSERVANCY
201 MISSION STREETSAN FRANCISCOCA94105N/APCSECOND INSTALLMENT OF 3 YEAR PLEDGE FOR MONTANA PROJECT$100,000
OREGON SHAKESPEARE FESTIVAL
15 SOUTH PIONEER STREETASHLANDOR97520N/APCROE, YEOMEN OF THE GUARD AND GREAT EXPECTATIONS PROJECTS$500,000
OREGON WILD
5825 N GREELEY AVEPORTLANDOR97217N/APCGENERAL OPERATING SUPPORT$20,000
PHILHARMONIA BAROQUE ORCHESTRA
COURTNEY BECK 180 REDWOOD ST STESAN FRANCISCOCA94102N/APCGENERAL OPERATING SUPPORT$55,000200
PLOUGHSHARES FUND
FORT MASON CENTER BLDG B 330SAN FRANCISCOCA94123N/APCGENERAL SUPPORT$160,000
PRETERM CLEVELAND INC
12000 SHAKER BOULEVARDCLEVELANDOH44120N/APCGENERAL OPERATING SUPPORT$50,000
SAN FRANCISCO OPERA ASSOCIATION
301 VAN NESS AVESAN FRANCISCOCA94102N/APCFINAL INSTALLMENT$500,000
SEACOLOGY
1623 SOLANO AVEBERKELEYCA94707N/APCGENERAL SUPPORT$20,000
THE LEATHERBACK TRUST
1043 THE OLD DRIVEPEBBLE BEACHCA93953N/APCGENERAL OPERATING FUND AND CHALLENGE GRANT$20,000
THE METROPOLITAN OPERA
LINCOLN CENTERNEW YORKNY10023N/APCGENERAL OPERATING SUPPORT$500,000
WATER WATCH OF OREGON
213 SW ASH STREET SUITE 208PORTLANDOR97204N/APCGENERAL OPERATING SUPPORT$70,000
WESTERN RIVERS CONSERVANCY
71 SW OAK STREET SUITE 100PORTLANDOR97204N/APCCHALLENGE GRANT AND GENERAL OPERATING SUPPORT$200,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,419,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$467ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$467ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$467TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
WOMEN'S PROJECT FOUNDATION
1C/O KEYBANK NA TRUSTEE 4900 TIEDEMABROOKLYNOH441442302$5,159,000Yes (X)
LOUISE GUND
2C/O KEYBANK 127 PUBLIC SQUARECLEVELANDOH44114$15,354Yes (X)
LOUISE GUND
3C/O KEYBANK 127 PUBLIC SQUARECLEVELANDOH44114$1,000,756Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor3ContributorNum
Noncash Property14,167 SHARES OF KELLOGG CO STOCK. AVER $70.64 OF HIGH $70.89 AND LOW $70.39NoncashPropertyDesc
Fair Market Value$1,000,756FairMarketValueAmt
Received2017-06-23ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockKELLOGG CO STOCKStockNm
EOY Book Value$5EOYBookValueAmt
EOYFMV$5,234EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescSTOCK CONTRIBUTION RECORDED ON BOOKS AT COST & DISTRIBUTED AT FMV PART XVDesc
Amt$983,646Amt

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