2015-08-13T08:21:09-07:00 2014-12-31 Morgan & Associates Inc 6155 Rockside Road 307 Independence OH 44131 990PF 2014-01-01 341817179 THE WALTER & JEAN KALBERER FOUNDATION WALT 4404233420 1259 WEST HILL DRIVE GATES MILLS OH 44040 WALTER E KALBERER CPA 2015-08-13 true HUGH J MORGAN P01223082 2166428604 2014 2016-03-07 17:11:31Z X 2899611 X 375000 18642 18642 18642 620843 999879 620843 1014485 639485 18642 1675 838 837 7688 200 200 9563 838 1037 837000 837000 846563 838 838037 167922 638647 18642 47059 27801 27801 698527 913007 1941183 930627 903327 930627 1676213 1844135 2899611 0 X 1676213 1844135 1676213 1844135 1676213 1844135 1676213 167922 1844135 1844135 1750 SHS BANK OF AMERICA P 2014-02-14 2014-07-17 26903 29324 -2421 -2421 1000 SHS ST JUDE MEDICAL P 2014-02-14 2014-08-06 64995 66336 -1341 -1341 1000 SHS XILINK P 2014-02-14 2014-07-17 48135 49829 -1694 -1694 PARTIAL SHARE KINDER MORGAN INC P 2011-10-27 2014-12-02 16 16 16 8000 SHS MASTERCARD P 2007-02-21 2014-02-16 586696 83383 503313 503313 2200 SHS PEPSICO P 1988-01-01 2014-02-20 171532 89165 82367 82367 620843 -5456 false 671809 2147392 0.31285 553641 2290697 0.24169 356438 2587509 0.13775 501870 2619809 0.19157 416364 3060320 0.13605 1.01991 0.20398 2638770 538262 6386 544648 838037 X 6386 6386 6386 7502 7502 X 18 1098 1098 false false false false false false false false false true OH true false false false false true N/A Jean C Kalberer 4404233420 1259 WEST HILL DRIVE GATES MILLS OH 44040 false false false false false false false false false false false false false false false false false false false false false false false false false false Walter E Kalberer 1259 West Hill Drive Gates Mills OH 44040 Trustee 0.00 0 Jean C Kalberer 1259 West Hill Drive Gates Mills OH 44040 Trustee 0.00 0 Gwenn S Winkhaus PO Box 438 Armonk NY 10504 Trustee 0.00 0 Lori Kalberer 6777 GATES MILLS BLVD GATES MILLS OH 44040 TRUSTEE 0.00 0 NONE NONE 2678954 0 0 2678954 0 2678954 40184 2638770 131939 131939 6386 6386 125553 125553 125553 838037 838037 6386 831651 125553 263906 371434 251481 440378 566685 1893884 838037 0 125553 712484 2606368 0 263906 2342462 371434 251481 440378 566685 712484 Walter E Kalberer Jean C Kalberer X ALLEGHENY COLLEGE 520 N MAIN STREET MEADVILLE PA 16335 NONE 501 C3 2014 ANNUAL FUND 3000 CLEVELAND INSTITUTE OF MUSIC SEVERANCE HALL CLEVELAND OH 44106 NONE 501C3 ANNUAL FUND 10000 CLEVELAND PLAYHOUSE PLAYHOUSE SQUARE CLEVELAND OH 44114 NONE 501 C3 ANNUAL FUND 50000 CLEVELAND INSTITUTE OF ART 11141 EAST BLVD CLEVELAND OH 44106 NONE 501 C3 ANNUAL FUND 2000 CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 NONE 501 C3 2014 ANNUAL FUND 16000 CWRU SCHOOL OF LAW UNIVERSITY CIRCLE CLEVELAND OH 44106 NONE 501 C3 2014 ANNUAL FUND 7000 IDEASTREAM 1375 EUCLID AVE CLEVELAND OH 44115 NONE 501 C3 FOSTERING COLLABORATION 10000 CLEVELAND ZOOLOGICAL 3900 WILDLIFE WAY CLEVELAND OH 44109 NONE 501 C3 ANNUAL FUND 50000 RUSLEF The Tower at Erieview Suite 1100 CLEVELAND OH 44115 NONE 501 C3 2014 ANNUAL FUND 15000 CLEVELAND SCHOOL OF THE ARTS 10700 CHURCHILL AVE CLEVELAND OH 44106 NONE 501C3 ANNUAL FUND 20000 MALTZ MUSEUM 2929 RICHMOND RD BEACHWOOD OH 44122 NONE ANNUAL FUND 10000 MUSICAL ARTS ASSCIATION 11001 EUCLID AVE CLEVELAND OH 44106 NONE ANNUAL FUND 600000 CLEVELAND PLAYHOUSE PLAYHOUSE SQUARE CLEVELAND OH 44114 NONE SUSAN WATSON FUND 5000 FRIENDS OF CLEVELAND PUBLIC LIBRARY 325 SUPERIOR AVE CLEVELAND OH 44114 SCHOLARSHIP FUND 1000 GREAT LAKES SCIENCE CENTER 601 ERIESIDE AVE CLEVELAND OH 44114 CAPITAL CAMPAIGN 35000 HOPEWELL 9637 STATE ROUTE 534 MESOPOTAMIA OH 44439 ANNUAL FUND 2000 CSU FOUNDATION 2121 EUCLID AVE CLEVELAND OH 44115 ANNUAL FUND 1000 837000 14 18642 18 620843 639485 639485 false false false false false false false false false false X X 1 GWENN S WINKHAS PO BOX 438 ARMONK NY 10504 375000 X ACCOUNTING 1675 838 0 837 COMMON STOCKS 913007 1941183 -27300 LIFE INSURANCE 930627 930627 930627 STATE REGISTRATION FEES 200 200 FEDERAL TAXES 7688