2011-03-08T14:02:20-05:00 2010-04-30 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990PF 2009-05-01 352166848 THE McGREGOR FOUNDATION MCGR 2168518200 14900 Private Drive East Cleveland OH 44112 ann m conn 2011-03-04 true Joseph C Sbrocco CPA 2168311200 2009 2016-02-24 21:20:13Z X 20024243 X X 466651 466651 -517658 14480355 -51007 466651 0 2400 120 0 0 9600 3840 0 0 103215 103215 3342 51444 216958 9669 193858 386959 116844 0 193858 739722 739722 1126681 116844 0 933580 -1177688 349807 171199 43610 43610 100000 100000 4950 4950 4950 433694 240000 433694 433694 802 2160 2160 1889390 1863379 1863379 11868949 13517920 13517920 2717366 2565748 2565748 1418072 1418072 70331 74710 74710 16958037 20024243 20024243 83597 43834 83597 43834 X 16874440 19980409 16874440 19980409 16958037 20024243 16874440 -1177688 4283657 19980409 19980409 SALE OF SECURITIES - DETAIL ON FILE 14480355 14998013 -517658 -517658 -517658 false 973956 18583670 0.052409 1235014 25036676 0.049328 1230126 24113027 0.051015 1236862 24327256 0.050843 1045573 22895403 0.045667 0.249262 0.049852 18264432 910518 3498 914016 933580 X 3498 3498 3498 5446 5446 1948 1948 false false false false false false true true OH true false false false false true www.mcgregorfoundation.org THE MCGREGOR FOUNDATION 2168518200 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 false false false false false false false false false false false false false false false false false false false REV HENRY DOLL 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 PETER A DEGOLIA MD 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 ANDREW L FABENS III 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 DAVID P HANDKE JR 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 JANE K MEYER 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 BRUCE D MURPHY 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 BARBARA S OLDENBERG 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 R ROBERTSON HILTON 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 DAVID N SMITH 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 WILLIAM BUSS 14900 Private Drive East Cleveland OH 44112 1.0 0 0 0 THE FOUNDATION DID NOT ENGAGE IN DIRECT CHARITABLE ACTIVITIES DURING THE YEAR. NONE 18425178 117393 0 18542571 0 18542571 278139 18264432 913222 913222 3498 3498 909724 909724 909724 933580 0 0 0 0 933580 3498 930082 909724 0 2007 2006 2005 0 0 6749 4662 51976 63387 933580 0 909724 23856 87243 0 0 0 87243 0 6749 4662 51976 23856 NA NA SUSAN O ALTHANS 1422 EUCLID AVENUE SUITE 627 CLEVELAND OH 44115 2166212901 APPLICATIONS SHOULD BE CONCISE AND INCLUDE TWO COPIES OF: A SUMMARY SIGNED BY THE ORGANIZATIONS CEO AND CHIEF VOLUNTEER OFFICERS, AN EXPLANATION OF THE SPECIFIC PROJECT FOR WHICH FUNDING IS REQUESTED, A SUMMARY OF SERVICES OFFERED, A LIST OF THE BOARD OF DIRECTORS, A STATEMENT OF INCOME AND EXPENSES FOR THE PREVIOUS YEAR AND A CURRENT YEAR BUDGET, MOST RECENT AUDITED FINANCIAL STATEMENT, MOST RECENT ANNUAL REPORT, AND A COPY OF THE IRS LETTER VERIFYING TAX-EXEMPT STATUS. GRANTS ARE MADE PRIMARILY FOR CHARITABLE PROJECTS THAT ASSIST OR AID SENIORS. APPLICATION DEADLINES ARE FEBRUARY 1ST AND SEPTEMBER 1ST OF EACH YEAR. APPLICATIONS ARE PRIMARILY ACCEPTED FROM TAX-EXEMPT NONPROFIT ORGANIZATIONS LOCATED WITHIN CUYAHOGA COUNTY, OHIO. CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 NONE NONPROFIT ORGANIZATI For living through legacies, a student project to produce memoirs of seniors with mild cognitive impairments in cleveland and east cleveland. 10000 Fairfax Renaissance Development 8111 Quincy Ave 100 Cleveland OH 44104 NONE PUBLIC CHARITY For the grandparent housing project. 10000 TOWARDS EMPLOYMENT 1255 EUCLID AVENUE SUITE 300 CLEVELAND OH 44115 NONE PUBLIC CHARITY To achieve a job retention program for long-term care direct care workers. 10000 Foundation Center - Cleveland 1422 Euclid Avenue Suite 1600 CLEVELAND OH 44115 NONE PUBLIC CHARITY For program support. 2750 Jennings Center 10204 GRANGER ROAD GARFIELD HEIGHTS OH 44125 NONE PUBLIC CHARITY For evaluation of the reach project, a long-term care workforce development initiative. 30000 CITY OF EAST CLEVELAND 14340 EUCLID AVENUE EAST CLEVELAND OH 44112 NONE government entity For purchase of ambulance. 50000 CLEVELAND TOPS SWINGBAND FOUNDATION 24643 HILLIARD BLVD WESTLAKE OH 44145 NONE PUBLIC CHARITY For the senior outreach programming. 18000 IDEASTREAM 1375 EUCLID AVENUE CLEVELAND OH 44115 NONE PUBLIC CHARITY For in-depth coverage relating to aging issues. 25000 Senior Citizens Resources Inc 3100 Devonshire Road Cleveland OH 44109 NONE PUBLIC CHARITY For the senior transportation program. 25000 Business volunteers Unlimited 1300 EAST 9th Street Suite 1805 Cleveland OH 44114 None Public Charity For capacity building services for non-profits. 5000 University Settlement 4800 BROADWAY AVENUE Cleveland OH 44127 None Public Charity For wellness programming for seniors. 20000 Alta House 12510 Mayfield Road Cleveland OH 44106 None Public Charity For the comprehensive senior service program. 10000 Grantmakers in Aging 7333 Paragon Road Suite 220 Dayton OH 45459 None Public Charity For program support. 20000 Jennings Center 10204 Granger Road Garfield Heights OH 44125 None Public Charity To provice staff training on end-of-life care. 22400 Lakewood Foundation 16024 Madison Avenue Lakewood OH 44107 None Public Charity Refund. -2500 Legal Aid Society of Cleveland 1223 West Sixth Street Cleveland OH 44113 None Public Charity For the Pro Bono Elder Law Project. 30000 Fairhill Partners 12200 Fairhill Road Cleveland OH 44120 None public charity For the senior guest house. 20000 The Center for Community Solutions 1226 Huron Road Suite 300 Cleveland OH 44115 none PUBLIC CHARITY For the Council on older persons. 17500 Eliza Bryant Village 7201 Wade Park Avenue Cleveland OH 44103 None PUBLIC CHARITY For programming at the Amasa B. Ford Lodge. 40000 Luthern Metropolitan Ministry 1468 West 25th street Cleveland OH 44113 None nonprofit organizati For guardianship services to the elderly in cuyahoga county. 25000 Murtis Taylor Human Services System 13422 Kinsman Road Cleveland OH 44120 None PUBLIC CHARITY For senior transportation. 6500 Senior Outreach Services Inc 2390 East 79th Street Cleveland OH 44104 None PUBLIC CHARITY For capacity building. 32400 University Hospitals Health System 11100 Euclid Avenue Cleveland OH 44106 none nonprofit organizati For geriatric and transitional care education of long-term care staff, medical students, residents, and other clinicians. 51000 West Side Community House 9300 Lorain Avenue Cleveland OH 44102 None PUBLIC CHARITY For healthy bodies-healthy minds, a project to assist low-income seniors on cleveland's west side with physical and mental health issues. 15000 BurtEn Bell Carr Development Inc 7201 Kinsman Rd Suite 104 Cleveland OH 44104 None PUBLIC CHARITY For the senior housing initiative. 49000 Union Miles Development Corp 9250 Miles Park Avenue Cleveland OH 44105 None PUBLIC CHARITY For a senior housing complex. 55000 City of Cleveland Dept of Aging 75 Erieview Plaza 2nd floor Cleveland OH 44114 None Government entity For economic security project effort to supply individual financial planning for low-income seniors. 45000 American Red Cross 3747 Euclid Avenue Cleveland OH 44115 none public charity For smoke alarms & fire safety education for low-income seniors. 20000 Boy Scouts of America Cleveland Council 2241 Woodland Avenue Cleveland OH 44115 None nonprofit organizati For the yard charge project, in collaboration with the city of Cleveland department of aging, providing seniors with free yard maintenance. 7315 Case Western Reserve University 10900 Euclid Avenue Cleveland OH 44106 None nonprofit organizati For healthy homes, a program to improve living conditions of older adults. 35100 Cuyahoga Community College Foundation 700 Carnegie Avenue Cleveland OH 44115 None PUBLIC CHARITY For equipment for the home health aide training program. 20257 Schnurmann House 1223 Drury Court Mayfield heights OH 44124 None PUBLIC CHARITY For the community nutrition and transportation program. 15000 739722 14 466651 18 -517658 -51007 -51007 false false false false false false false false false false ACCOUNTING FEES 9600 3840 0 0 NONE CORPORATE BONDS 2435227 2435227 FLOATING RATE BONDS 130521 130521 CORPORATE STOCKS 13517920 13517920 1863379 1863379 MORTGAGE/ASSET-BACKED SECURITY FMV 1418072 1418072 LEGAL FEES 2400 120 0 0 INTEREST RECEIVABLE 70331 74710 74710 MANAGEMENT FEES 115500 9669 92400 ADMINISTRATION SERVICES 101458 101458 UNREALIZED GAIN FROM INVESTMENTS 4283657 FAMICOS FOUNDATION 340000 433694 2008-07 2010-07 0 ACQUIRING AND MAINTAINING AMASA STONE HOUSE INVESTMENT ADVISORS-PORTFOLIO 103215 103215 FEDERAL EXCISE TAXES 3142 STATE FILING FEE 200