2013-11-04T06:11:09-08:00 2012-12-31 Morgan & Associates Inc 6155 Rockside Road 307 Independence OH 44131 990PF 2012-01-01 341817179 THE WALTER & JEAN KALBERER FOUNDATION WALT 4404233420 1259 WEST HILL DRIVE GATES MILLS OH 44040 WALTER E KALBERER 2013-11-04 true HUGH J MORGAN P01223082 2166428604 2012 2016-03-07 17:11:31Z X 3201919 X X 40 40 40 38760 38760 38760 38663 610609 38663 3719 77463 77463 42519 1765 882 883 13000 13000 200 200 14965 13882 1083 553194 553194 568159 13882 554277 -490696 63581 42519 17271 14375 14375 1913107 1291836 2169833 797156 930627 1017711 2727534 2236838 3201919 0 X 2727534 2236838 2727534 2236838 2727534 2236838 2727534 -490696 2236838 2236838 .7 SHARE SOUTHERN COPPER P 2007-04-07 2012-02-29 26 18 8 8 500 SHS QUALCOMM P 2011-10-27 2012-12-20 30159 26741 3418 3418 3000 SHS P&G P 2002-03-11 2012-05-07 191524 156226 35298 35298 5000 SHS INTEL P 2011-10-27 2012-07-20 126368 123601 2767 2767 1700 SHS DIAGEO P 2011-10-27 2012-01-18 146730 145778 952 952 2000 SHS CLIFFS NAT RES P 2010-03-05 2012-05-07 115802 119582 -3780 -3780 38663 3719 false 356438 2587509 0.13775 501870 2619809 0.19157 416364 3060320 0.13605 428856 4389632 0.09770 677737 5543761 0.12225 0.68532 0.13706 2290697 313972 636 314608 554277 X 636 636 636 2067 2067 X 1431 1431 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 Lori Kalberer 6777 GATES MILLS BLVD GATES MILLS OH 44040 0.00 0 Gwenn S Winkhaus PO Box 438 Armonk NY 10504 0.00 0 Jean C Kalberer 1259 West Hill Drive Gates Mills OH 44040 0.00 0 Walter E Kalberer 1259 West Hill Drive Gates Mills OH 44040 0.00 0 NONE NONE 2304442 21139 0 2325581 0 2325581 34884 2290697 114535 114535 636 636 113899 113899 113899 554277 554277 636 553641 113899 400669 211262 263906 371434 251481 1498752 554277 0 113899 440378 1939130 0 400669 1538461 211262 263906 371434 251481 440378 Jean C Kalberer Walter E Kalberer X CLEVELAND SCHOOL OF THE ARTS 10700 CHURCHILL AVE CLEVELAND OH 44106 NONE 501C3 ANNUAL FUND 10000 HOLDEN ARBORETUM EUCLID AVE CLEVELAND OH 44115 NONE 501 C3 ANNUAL FUND 3500 RUSLEF The Tower at Erieview Suite 1100 CLEVELAND OH 44115 NONE 501 C3 2012 ANNUAL FUND 15000 CLEVELAND ZOOLOGICAL 3900 WILDLIFE WAY CLEVELAND OH 44109 NONE 501 C3 ANNUAL FUND 5000 IDEASTREAM 1375 EUCLID AVE CLEVELAND OH 44115 NONE 501 C3 FOSTERING COLLABORATION 10000 CWRU SCHOOL OF LAW UNIVERSITY CIRCLE CLEVELAND OH 44106 NONE 501 C3 2012 ANNUAL FUND 7000 CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 NONE 501 C3 2012 ANNUAL FUND 5000 CLEVELAND INSTITUTE OF ART 11141 EAST BLVD CLEVELAND OH 44106 NONE 501 C3 ANNUAL FUND 21000 CLEVELAND PLAYHOUSE PLAYHOUSE SQUARE CLEVELAND OH 44114 NONE 501 C3 ANNUAL FUND 250000 CLEVELAND INSTITUTE OF MUSIC SEVERANCE HALL CLEVELAND OH 44106 NONE 501C3 ANNUAL FUND 5000 CLEVELAND ORCHESTRA SEVERANCE HALL CLEVELAND OH 44106 NONE 501 C3 2011-12 ANNUAL FUND AND YOUNG AUDIENCES 147345 CLEVELAND ORCHESTRA SEVERANCE HALL CLEVELAND OH 44106 NONE 501 C3 ANNUAL FUND 71349 ALLEGHENY COLLEGE 520 N MAIN STREET MEADVILLE PA 16335 NONE 501 C3 2012-13 ANNUAL FUND 3000 553194 14 40 14 38760 18 38663 77463 77463 false false false false false false false false false false ACCOUNTING FEES 1765 882 0 883 COMMON STOCKS 1291836 2169833 LIFE INSURANCE 797156 930627 1017711 STATE REGISTRATION FEES 200 200 FEDERAL TAXES 13000 13000