STOCKER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STOCKER FOUNDATION (EIN 34-1293603)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-24
- IRS object ID
- 202602369349100405
- Schema version
- 2025v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-24T08:10:03-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341463411 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES WENDLING CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5050 WATERFORD DRIVE | AddressLine1Txt |
| City | SHEFFIELD VILLAGE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341293603 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STOCKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOC | BusinessNameControlTxt |
| Phone | 4402465719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 INNOVATION DRIVE SUITE 240A | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA O'BRIEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4402465719 | PhoneNum |
| Signature | 2026-08-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S ESSENMACHER CPA | PreparerPersonNm |
| PTIN | P00440058 | PTIN |
| Phone | 4409343850 | PhoneNum |
| Preparation | 2026-08-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,676,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $914,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $914,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,729,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,766,014 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,729,410 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79,646 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79,646 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,723,981 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,723,981 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $178,271 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $178,271 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,511 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,511 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,023 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $59,023 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,495 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $174,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,903 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,075 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $117,590 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,943 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $22,316 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,556 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $8,044 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,044 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $79,018 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $79,018 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,919 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80,919 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $799,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,846 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $533,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,942,117 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,942,117 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,741,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,846 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,475,789 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,982,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,537,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,125,736 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,761,897 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,761,897 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,614,182 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,274,107 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,761,854 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,820,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,568,247 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,151,538 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $25,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,752 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,174 | LandBOYAmt |
| Land EOY | $618 | LandEOYAmt |
| Land EOYFMV | $618 | LandEOYFMVAmt |
| Other Assets BOY | $851 | OtherAssetsBOYAmt |
| Other Assets EOY | $851 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $851 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,563,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,605,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,676,758 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $12,433 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,764 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $12,433 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,764 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $31,551,113 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,595,956 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,551,113 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,595,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,563,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,605,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,551,113 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,982,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,176,478 | OtherIncreasesAmt |
| Subtotal | $34,710,050 | SubtotalAmt |
| Other Decreases | $114,094 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,595,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FUND | P | 2025-01-01 | 2025-02-06 | $500,000 | $278,936 | $221,064 | $221,064 |
| KEYBANK - CORE | P | 2025-01-01 | 2025-12-31 | $18,171 | $19,996 | -$1,825 | -$1,825 |
| KEYBANK - CORE | P | 2025-01-01 | 2025-12-31 | $18,307 | $12,746 | $5,561 | $5,561 |
| KEYBANK - APERIO | P | 2025-01-01 | 2025-12-31 | $173,706 | $177,500 | -$3,794 | -$3,794 |
| KEYBANK - APERIO | P | 2025-01-01 | 2025-12-31 | $156,670 | $147,495 | $9,175 | $9,175 |
| KEYBANK - NEUBERGER | P | 2025-01-01 | 2025-08-19 | $500,000 | $459,853 | $40,147 | $40,147 |
| KEYBANK - EDGEWOOD | P | 2025-01-01 | 2025-12-31 | $1,663,738 | $740,634 | $923,104 | $923,104 |
| KEYBANK - JENSEN | P | 2025-01-01 | 2025-08-19 | $338,051 | $339,403 | -$1,352 | -$1,352 |
| KEYBANK - JENSEN | P | 2025-01-01 | 2025-08-19 | $661,949 | $494,795 | $167,154 | $167,154 |
| CTF DIVERSIFIED INFLATION HEDGES K-1 | P | 2025-01-01 | 2025-12-31 | $96,791 | $96,791 | $96,791 | |
| CTF MICRO CAP EQUITY K-1 | P | 2025-01-01 | 2025-12-31 | $213,343 | $213,343 | $213,343 | |
| CTF RESEARCH EQUITY K-1 | P | 2025-01-01 | 2025-12-31 | $493,336 | $493,336 | $493,336 | |
| GOG PARTNERS EMERGING MARKETS K-1 | P | 2025-01-01 | 2025-12-31 | $39,288 | $39,288 | $39,288 | |
| STEADFAST CAPITAL MANAGEMENT | P | 2025-01-01 | 2025-12-31 | $2,136,212 | $763,664 | $1,372,548 | $1,372,548 |
| CTF RESEARCH EQUITY | P | 2025-01-01 | 2026-03-10 | $2,997,298 | $2,601,582 | $395,716 | $395,716 |
| CAPITAL GAINS DIVIDENDS | P | $759,154 | $759,154 | $759,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,729,410 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $76,966 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $76,966 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $76,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,202 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $82,202 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $385 | EsPenaltyAmt |
| Overpayment | $4,851 | OverpaymentAmt |
| Applied To ES Tax | $4,851 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.STOCKERFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PATRICIA O'BRIEN | IndividualWithBooksNm |
| Phone | 4402465719 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 INNOVATION DRIVE SUITE 240A | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY ANN DOBRAS | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY WOODLING | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAWN DOBRAS | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | CHAIR | 1.00 | $0 | $0 | $0 |
| BRAD NORTON | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JERRY HUMBLE | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| RYAN HUMBLE | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRENDA NORTON | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEYBANK NATIONAL ASSOCIATION | ||||||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44114 | TRUST MANAGER | 1.00 | $0 | $0 | $0 |
| MONTICELLO ASSOCIATES | ||||||||
| 1800 LARIMER | DENVER | CO | 80202 | TRUST MANAGER | 1.00 | $0 | $0 | $0 |
| BRENT NORTON | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TREASURER | 1.00 | $0 | $0 | $0 |
| GRETCHEN NORTON | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PATRICIA O'BRIEN | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | EXECUTIVE DIRECTOR | 40.00 | $164,684 | $0 | $0 |
| AMY DOBRAS | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| IAN MYERS | ||||||||
| 151 INNOVATION DRIVE SUITE 240A | ELYRIA | OH | 44035 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTICELLO ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE SUITE 5200 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT SERVICES | ServiceTypeTxt |
| Compensation | $100,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,400,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,443,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,844,282 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,844,282 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $747,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,096,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,454,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,454,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $76,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $76,966 | TotalTaxAmt |
| Distributable Before Adj | $2,377,865 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,377,865 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,377,865 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,475,789 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,475,789 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,377,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,296,051 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $284,920 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,087,691 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $999,889 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,010,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,678,703 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,475,789 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,377,865 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,097,924 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,776,627 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,296,051 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,480,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $284,920 | ExcessFromYear4Amt |
| Excess From Year3 | $1,087,691 | ExcessFromYear3Amt |
| Excess From Year2 | $999,889 | ExcessFromYear2Amt |
| Excess From Year1 | $1,010,152 | ExcessFromYear1Amt |
| Excess From Current Year | $1,097,924 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICA O'BRIEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 INNOVATION DRIVE SUITE 240A | AddressLine1Txt |
| City | ELYRIA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4403664884 | RecipientPhoneNum |
| Recipient Email Address | GRANTAPPLICATION@STOCKERFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SUBMIT ONE COVER SHEET, GRANT PROPOSAL, AND SUPPLEMENTAL MATERIALS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINE FOR APPLICATION - NOVEMBER 30. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE STOCKER FOUNDATION IS GEOGRAPHICALLY RESTRICTED AND ACCEPTS GRANT REQUESTS FROM 501(C)3 AND OTHER CHARITABLE ENTITIES LOCATED IN, OR WHOSE SERVICES BENEFIT RESIDENTS OF, LORAIN AND CUYAHOGA COUNTIES, OHIO; PIMA COUNTY, ARIZONA, ALAMEDA AND SAN FRANCISCO COUNTIES, CALIFORNIA: DONA ANA COUNTY, NEW MEXICO; KING COUNTY, WASHINGTON, AND HARTFORD COUNTY, CONNECTICUT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (208 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826 VALENCIA | ||||||
| PO BOX 410595 | SAN FRANCISCO | CA | 94141 | NC | UNRESTRICTED; MOST PRESSING NEED | $3,265 |
| AIM HIGH FOR HIGH SCHOOL | ||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | NC | GENERAL OPERATING SUPPORT FOR SAN FRANCISCO'S AIM HIGH 2025 SUMMER PROGRAM | $15,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NC | UNRESTRICTED; MOST PRESSING NEED | $5,000 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NC | UNRESTRICTED; MOST PRESSING NEED | $3,265 |
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| AMERICAN ASSOCIATION OF UNIVERSITY WOMEN TUCSON | ||||||
| PO BOX 40822 | TUCSON | AZ | 857170822 | NC | UNRESTRICTED; MOST PRESSING NEED | $200 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NC | HUMANITARIAN RELIEF EFFORTS | $1,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,500 |
| ARIZONA CHAPTER OF THE AMERICAN ACADEMY OF PEDIATRICS | ||||||
| 2600 N CENTRAL AVE SUITE 1610 | PHOENIX | AZ | 85004 | NC | REACH OUT AND READ ARIZONA DURING FY 2025 | $15,000 |
| ARIZONA PUBLIC MEDIA | ||||||
| PO BOX 210067 | TUCSON | AZ | 85721 | NC | UNRESTRICTED; MOST PRESSING NEED | $200 |
| ARIZONA PUBLIC MEDIA | ||||||
| PO BOX 210067 | TUCSON | AZ | 85721 | NC | UNRESTRICTED; MOST PRESSING NEED | $6,000 |
| ARIZONA THEATRE COMPANY | ||||||
| PO BOX 1631 | TUCSON | AZ | 857021631 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| ARTS FOR LEARNING CONNECTICUT | ||||||
| 1 EVERGREEN AVE SUITE 33 | HAMDEN | CT | 06518 | NC | HIGHER ORDER THINKING (HOT) SCHOOLS AND RJ KINSELLA MAGNET SCHOOL (K-8) IN HARTFORD DURING SCHOOL YEAR 2025-2026 | $10,000 |
| PROGRESSIVE ARTS ALLIANCE INCORPORATED | ||||||
| 3311 PERKINS AVENUE 300 | CLEVELAND | OH | 44114 | NC | SUPPORTING STUDENT SUCCESS THROUGH STEAM DURING SCHOOL YEAR 2025-26 | $15,000 |
| AVON CONGREGATIONAL CHURCH | ||||||
| 6 W MAIN STREET | AVON | CT | 06001 | NC | UNRESTRICTED; MOST PRESSING NEED | $8,000 |
| AVON LOCAL SCHOOLS | ||||||
| 36600 DETROIT ROAD | AVON | OH | 44011 | NC | FULL DAY KINDERGARTEN SCHOLARSHIP PROGRAM DURING THE SCHOOL YEARS | $11,500 |
| AVON-AVON LAKE COMMUNITY RESOURCE SERVICES | ||||||
| 33479 LAKE ROAD SUITE C | AVON LAKE | OH | 44012 | NC | 2025 SUMMER BACK-TO-SCHOOL READINESS PROGRAM | $3,000 |
| AZ IMPACT FOR GOOD | ||||||
| 333 E OSBORN ROAD SUITE 245 | PHOENIX | AZ | 85012 | NC | 2025 MEMBERSHIP RENEWAL | $1,925 |
| BAY AREA DISCOVERY MUSEUM | ||||||
| 557 MCREYNOLDS ROAD | SAUSALITO | CA | 94965 | NC | SUPPORTING SAN FRANCISCO PUBLIC SCHOOLS IN IMPLEMENTING PLAYFUL, PROJECT-BASED STEAM LEARNING EXPERIENCES DURING SCHOOL YEAR 20256-26 | $10,000 |
| BELLEVUE LIFESPRING | ||||||
| PO BOX 50171 | BELLEVUE | WA | 98015 | NC | SUPPORTING BELLEVUE LIFESPRING'S BREAKTIME-MEALTIME (TM) PROGRAM DURING SUMMER 2025 | $12,500 |
| BIG BROTHERS BIG SISTERS OF LORAIN COUNTY | ||||||
| 1270 ABBE ROAD N | ELYRIA | OH | 44035 | NC | PATHWAYS TO SUCCESS 2025 SUMMER STEAM | $15,000 |
| BIG BROTHERS BIG SISTERS PUGET SOUND | ||||||
| 12600 SE 38TH STREET SUITE 150 | BELLEVUE | WA | 98006 | NC | BIGS IN TECH WORKPLACE MENTORING PROGRAM DURING SCHOOL YEAR 2025-26 | $10,000 |
| BIG BROTHERS BIG SISTERS PUGET SOUND | ||||||
| 12600 SE 38TH STREET SUITE 150 | BELLEVUE | WA | 98006 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| BLESSING HOUSE | ||||||
| 6115 OLIVET AVENUE | ELYRIA | OH | 44035 | NC | UNRESTRICTED; MOST PRESSING NEED | $200 |
| BOYS & GIRLS CLUBS OF HARTFORD (BGCH) | ||||||
| 170 SIGOURNEY STREET | HARTFORD | CT | 06109 | NC | SUUMMER BRAIN GAIN SUMMER 2025 | $15,000 |
| BOYS & GIRLS CLUBS OF NORTHEAST OHIO | ||||||
| 6114 BROADWAY AVENUE | CLEVELAND | OH | 44127 | NC | PROJECT LEARN (LITERACY + STEAM) OVER 24 MONTHS | $75,000 |
| BRADY CAMPAIGN TO PREVENT GUN VIOLENCE | ||||||
| 840 1ST ST NE STE 400 | WASHINGTON | DC | 20002 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,500 |
| HORACE BUSHNELL MEMORIAL HALL CORPORATION | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | NC | ANNUAL FUND SUPPORT | $500 |
| HORACE BUSHNELL MEMORIAL HALL CORPORATION | ||||||
| 166 CAPITOL AVE | HARTFORD | CT | 06106 | NC | EDUCATIONAL OUTREACH IN THE SCHOOLS | $1,000 |
| CALIFORNIA COMMUNITY FOUNDATION | ||||||
| 221 S FIGUEROA STREET | LOS ANGELES | CA | 90012 | NC | WILDFIRE RECOVERY FUND | $3,333 |
| CALIFORNIA FIRE FOUNDATION | ||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | NC | LA WILDFIRE SUPPORT | $3,333 |
| CAMP COURANT INCORPERATED | ||||||
| 96 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | NC | SUMMER 2025 CAMP COURANT CAMPERSHIP | $10,000 |
| CAMPHILL VILLAGE COPAKE FOUNDATION INC | ||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | NC | EL CAUCE "CAMPHILL" COMMUNITY IN ARGENTINA CALLED EL CAUCE RESPIRAR COMMUNITY | $5,000 |
| CAMPHILL VILLAGE COPAKE FOUNDATION INC | ||||||
| 84 CAMPHILL ROAD | COPAKE | NY | 12516 | NC | EL CAUCE "CAMPHILL" COMMUNITY IN ARGENTINA CALLED EL CAUCE RESPIRAR COMMUNITY | $1,000 |
| CANAL ALLIANCE | ||||||
| 91 LARKSPUR STREET | SAN RAFAEL | CA | 94901 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,765 |
| CANDELEN | ||||||
| 777 E THOMAS ROAD SUITE 200 | TUCSON | AZ | 85014 | NC | KITH AND KIN PROGRAM DURING SCHOOL YEAR 2025-26 | $20,000 |
| CAROLYN L FARRELL FOUNDATION FOR BRAIN HEALTH | ||||||
| 26633 DETROIT ROAD | WESTLAKE | OH | 441452308 | NC | TOWARD THE ARTS ENRICHMENT PROGRAM | $1,000 |
| CASA DE LOS NINOS | ||||||
| 1120 N 5TH AVENUE | TUCSON | AZ | 85705 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| CHARITIES AID FOUNDATION AMERICA | ||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 22314 | NC | LILIPAD, CORE LIBRARIES PROGRAM (BERLIN GERMANY) | $5,000 |
| CHILDREN RISING | ||||||
| 2633 TELEGRAPH AVENUE 412 | OAKLAND | CA | 94612 | NC | SUCCEEDING BY READING AND FAMILY BRIDGE DURING THE SCHOOL YEAR 2025-26 | $30,000 |
| TUCSON CHILDRENS MUSEUM INC | ||||||
| 200 SOUTH SIXTH AVENUE | TUCSON | AZ | 85701 | NC | WEE PROGRAMS DURING SCHOOL YEAR 2025-26 | $10,000 |
| CLEVELAND HEARING & SPEECH CENTER | ||||||
| 11635 EUCLID AVENUE | CLEVELAND | OH | 44106 | NC | PRESCHOOL LANGUAGE AND LITERACY CLASSROOM (PLLC) PROGRAMMING OVER 6 MONTHS | $10,000 |
| THE CLEVELAND MUSEUM OF NATUAL HISTORY | ||||||
| 1 WADE OVAL DRIVE UNIVERSITY CIRCLE | CLEVELAND | OH | 44106 | NC | MULTIDISCIPLINARY STEM PROGRAMMING FOR K-8 STUDENTS IN THE ELYRIA AND LORAIN CITY SCHOOL DISTRICTS DURING SCHOOL YEAR 2025-26 | $15,000 |
| THE CLOUDBASE FOUNDATION INC | ||||||
| 4066 WILLOW LN | MADISONVILLE | LA | 70447 | NC | NEW AMBULANCE PROJECT IN LA VENTANA, MEXICO | $2,000 |
| COMMON ROOTS | ||||||
| 301 NORTH ST | MEADVILLE | PA | 16335 | NC | UNRESTRICTED; MOST PRESSING NEED | $257 |
| COMMUNITY FOOD BANK SOUTHERN ARIZONA | ||||||
| 3003 S COUNTRY CLUB ROAD | TUCSON | AZ | 85726 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| COMMUNITY FOOD BANK SOUTHERN ARIZONA | ||||||
| 3003 S COUNTRY CLUB ROAD | TUCSON | AZ | 85726 | NC | UNRESTRICTED; MOST PRESSING NEED | $6,530 |
| COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA | ||||||
| 5049 E BROADWAY SUITE 201 | TUCSON | AZ | 85711 | NC | DONOR ADVISED FUND | $500,000 |
| COMMUNITY FOUNDATION FOR SOUTHERN ARIZONA | ||||||
| 5049 E BROADWAY SUITE 201 | TUCSON | AZ | 85711 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| COMMUNITY FOUNDATION OF LORAIN COUNTY | ||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | NC | RAPID RESPONSE GRANTMAKING FUND | $20,000 |
| COMMUNITY FOUNDATION OF LORAIN COUNTY | ||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | NC | CONNECT TO A CAUSE: LCIL $200; NOYO $200 | $400 |
| COMMUNITY FOUNDATION OF LORAIN COUNTY | ||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | NC | CONNECT TO A CAUSEL LCIL $300; A DEMENTIA FRIENDLY LIFE FDN. $300 | $600 |
| COMMUNITY FOUNDATION OF LORAIN COUNTY | ||||||
| 9080 LEAVITT ROAD | ELYRIA | OH | 44035 | NC | RESTRICTED, LORAIN COUNTY IMAGINATION LIBRARY ENDOWMENT (MELANIE WILSON RETIREMENT) | $10,000 |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY | ||||||
| 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | NC | KERR COUNTY FLOOD RELIEF FUND | $10,000 |
| COMMUNITY RESOURCES FOR SCIENCE | ||||||
| 1611 SAN PABLO AVENUE SUITE 10 B | BERKELEY | CA | 94702 | NC | JOYFUL EXPLORATIONS IN ELEMENTARY MATH & SCIENCE (ALAMEDA COUNTY) DURING SCHOOL YEAR 20256-26 | $20,000 |
| CONNECTICUT INVENTION CONNECTION | ||||||
| PO BOX 230311 20 CHURCH STREET | HARTFORD | CT | 06123 | NC | CONNECTICUT INVENTION CONVENTION: SUMMER INVENTORS' PATHWAYS - PROGRAM EXPANSION DURING SCHOOL YEAR 2025-26 | $7,500 |
| CONNECTICUT SCIENCE CENTER INC | ||||||
| 250 COLUMBUS BOULEVARD | HARTFORD | CT | 06103 | NC | EARLY CHILDHOOD STEM PROGRAMS FOR HARTFORD COUNTY STUDENTS DURING SCHOOL YEAR 2025-26 | $25,000 |
| CONNECTICUT STORYTELLING CENTER | ||||||
| 290 STATE STREET | NEW LONDON | CT | 06320 | NC | "START WITH STORIES" STORYTELLING LITERACY RESIDENCY | $20,000 |
| CULTURA Y ARTE NATIVA DE LAS AMERICAS | ||||||
| 1333 FLORDIA STREET | SAN FRANCISCO | CA | 94110 | NC | MISSION FOOD HUB | $2,000 |
| DENISE LOUIE EDUCATION CENTER | ||||||
| 5333 15TH AVENUE SOUTH SUITE 1SK | SEATTLE | WA | 98108 | NC | PARENT ENGAGEMENT LITERACY DURING SCHOOL YEAR 2025-26 | $8,000 |
| EDUCATIONAL ENRICHMENT FOUNDATION | ||||||
| 5049 E BROADWAY BLVD SUITE 107 | TUCSON | AZ | 85711 | NC | CLASSROOM GRANTS FOR TEACHERS IN TUSD DURING SCHOOL YEAR 2025-26 | $15,000 |
| EDUCATIONAL ENRICHMENT FOUNDATION | ||||||
| 5049 E BROADWAY BLVD SUITE 107 | TUCSON | AZ | 85711 | NC | UNRESTRICTED; IN HONOR OF MARY ANN DOBRAS | $300 |
| EDUCATIONAL ENRICHMENT FOUNDATION | ||||||
| 5049 E BROADWAY BLVD SUITE 107 | TUCSON | AZ | 85711 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| EFFECTIVE LEADERSHIP ACADEMY | ||||||
| 26401 EMERY ROAD SUITE 100 | WARRENSVILLE HEIGHTS | OH | 44128 | NC | LEADERSHIP AND SOFT SKILLS TRAINING FOR LORAIN COUNTY CLASSROOMS DURING SCHOOL YEAR 2025-26 | $20,000 |
| EL CENTRO DE SERVICIOS SOCIALES | ||||||
| 2800 PEARL AVENUE | LORAIN | OH | 44055 | NC | UNRESTRICTED; MOST PRESSING NEED | $5,000 |
| ELYRIA HIGH SCHOOL ORCHESTRA | ||||||
| 601 MIDDLE AVENUE | ELYRIA | OH | 44035 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,600 |
| ELEVATE TUTORING | ||||||
| 2461 THRASHER LANE | SAN JOSE | CA | 95125 | NC | ELEVATE TUTOR FELLOWSHIP PROGRAM DURING SCHOOL YEAR 2025-26 | $10,000 |
| FAMILY CENTER INCORPORATED | ||||||
| 1 PLEASANT STREET | BRISTOL | CT | 06010 | NC | THE ART OF IMAGINE NATION | $14,530 |
| FAMILY PLANNING SERVICES OF LORAIN COUNTY | ||||||
| 602 LEONA STREET | ELYRIA | OH | 44035 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,500 |
| FAMILY PLANNING SERVICES OF LORAIN COUNTY | ||||||
| 602 LEONA STREET | ELYRIA | OH | 44035 | NC | UNRESTRICTED; MOST PRESSING NEED | $6,533 |
| FIREFISH ARTS INC | ||||||
| 520 BROADWAY AVENUE 3RD FLOOR | LORAIN | OH | 44052 | NC | TOWARD THE SPARKS! PROGRAM | $5,000 |
| FIREFISH ARTS INC | ||||||
| 520 BROADWAY AVENUE 3RD FLOOR | LORAIN | OH | 44052 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,400 |
| FOOD FOR THE POOR INC | ||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NC | ANGELS OF HOPE (DONOR #2796113 MATCH) | $500 |
| FOOTPATH FOUNDATION | ||||||
| 7777 W PLEASANT VALLEY ROAD | PARMA | OH | 44130 | NC | 5TH GRADE OUTSIDE DISCOVERING ME - LORAIN CITY SCHOOLS DURING SCHOOL YEAR 2024-2027 | $17,175 |
| THE FRATERNAL ORDER OF POLICE OF OHIO | ||||||
| 222 E TOWN STREET | COLUMBUS | OH | 43215 | NC | LORAIN OFFICER ASSISTANCE FUND | $210 |
| FRIDAY HARBOR FOOD BANK | ||||||
| PO BOX 1642 | FRIDAY HARBOR | WA | 982501642 | NC | KIDS SUMMER 2025 NUTRITION PROGRAM | $16,000 |
| FRIDAY HARBOR FOOD BANK | ||||||
| PO BOX 1642 | FRIDAY HARBOR | WA | 982501642 | NC | UNRESTRICTED; MOST PRESSING NEED | $6,530 |
| FRIENDS OF THE AVON FREE PUBLIC LIBRARY INC | ||||||
| 281 COUNTRY CLUB ROAD | AVON | CT | 06001 | NC | UNRESTRICTED; MOST PRESSING NEED | $200 |
| FRIENDS OF THE AVON FREE PUBLIC LIBRARY INC | ||||||
| 281 COUNTRY CLUB ROAD | AVON | CT | 06001 | NC | TOWARD THE ANNUAL 2026 AUTHORS LUNCHEON | $2,500 |
| GEEKING OUT KIDS OF COLOR | ||||||
| 605 SW 108TH STEET | SEATTLE | WA | 98146 | NC | GOKIC 2025 SUMMER STEAM PROGRAM | $15,000 |
| GIFTS OF LOVE INC | ||||||
| 34 E MAIN STREET | AVON | CT | 06001 | NC | BACKPACK PROGRAM; WEEKEND FOOD FOR STUDENTS | $5,000 |
| GIFTS OF LOVE INC | ||||||
| 34 E MAIN STREET | AVON | CT | 06001 | NC | CHILDREN'S BACKPACK PROGRAM | $3,260 |
| GIRL SCOUTS OF NORTH EAST OHIO | ||||||
| ONE GIRL SCOUT WAY | MACEDONIA | OH | 44056 | NC | GIRL SCOUT DREAMLAB: STEM AND LIFE-SKILLS EXPERIENTIAL LEARNING FOR ALL CHILDREN IN LORAIN COUNTY DURING SCHOOL YEAR 2025-26 | $50,000 |
| SAHUARO GIRL SCOUTS COUNCIL INC | ||||||
| 4300 EAST BROADWAY BLVD | TUCSON | AZ | 85711 | NC | UNRESTRICTED; MOST PRESSING NEED | $200 |
| SAHUARO GIRL SCOUTS COUNCIL INC | ||||||
| 4300 EAST BROADWAY BLVD | TUCSON | AZ | 85711 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| GREAT LAKES MUSEUM OF SCIENCE ENVIRONMENT AND TECHNOLOGY | ||||||
| 601 ERIESIDE AVENUE | CLEVELAND | OH | 44114 | NC | EARLY CHILDHOOD EXHIBITION SUPPORT FOR GREAT LAKES SCIENCE CENTER DURING SCHOOL YEAR 2025-26 | $50,000 |
| GREATER CLEVELAND FOOD BANK | ||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | NC | UNRESTRICTED; MOST PRESSING NEED | $3,030 |
| HAMILTON FAMILIES | ||||||
| 2567 MISSION STREET | SAN FRANCISCO | CA | 94110 | NC | CHILDREN'S SERVICES AT HAMILTON FAMILIES DURING SCHOOL YEAR 2025-26 | $15,000 |
| HOLY FAMILY DAY HOMES OF SAN FRANCISCO | ||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | NC | DAY HOME COMMUNITY FUND DURING SCHOOL YEAR 2025-26 | $15,000 |
| IDEASTREAM | ||||||
| 1375 ESUCLID AVENUE | CLEVELAND | OH | 44115 | NC | SUMMER 2025 IDEASTREAM EDUCATION: FAMILY AND COMMUNITY LEARNING OPPORTUNTIES IN LORAIN COUNTY | $14,633 |
| INTERGENERATIONAL CLEVELAND | ||||||
| 11327 SHAKER BLVD STE 200E | CLEVELAND | OH | 44104 | NC | CURRICULUM SPECIALISTS AND COACHING FOR TEACHERS DURING SCHOOL YEAR 2025-26 | $15,000 |
| INTERGENERATIONAL CLEVELAND | ||||||
| 11327 SHAKER BLVD STE 200E | CLEVELAND | OH | 44104 | NC | UNRESTRICTED; MOST PRESSING NEED | $3,000 |
| INVENT THE SUMMER | ||||||
| 1789 NEW BRITAIN AVENUE | FARMINGTON | CT | 06032 | NC | SUMMER 2025 WORKSHOPS | $4,500 |
| INVEST IN YOUTH | ||||||
| PO BOX 31414 | SEATTLE | WA | 98103 | NC | ONE ON ONE TUTORING DURING SCHOOL YEAR 2025-26 | $15,000 |
| ISLANDWOOD | ||||||
| 4450 BLAKELY AVENUE | BAINBRIDGE ISLAND | WA | 98110 | NC | TOWARD EDUCATION PROGRAMS FOR SCHOOL GROUPS AND CLASSROOMS | $5,000 |
| JOYCE L SOBEL FAMILY RESOURCE CENTER | ||||||
| PO BOX 1981 | FRIDAY HARBOR | WA | 98250 | NC | YOUTH LITERACY ENGAGEMENT AND KINDERGARTEN READINESS DURING SCHOOL YEAR 2025-26 | $40,000 |
| JOYCE L SOBEL FAMILY RESOURCE CENTER | ||||||
| PO BOX 1981 | FRIDAY HARBOR | WA | 98250 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND | ||||||
| 70 FARMINGTON AVENUE | HARTFORD | CT | 06105 | NC | TO SUPPORT THE MISSION OF JUNIOR ACHIEVEMENT - TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY | $100 |
| BOY SCOUTS OF AMERICA | ||||||
| PO BOX 93388 | CLEVELAND | OH | 441045388 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| LEAP ARTS IN EDUCATION | ||||||
| PO BOX 427005 | SAN FRANCISCO | CA | 94142 | NC | SCHOOL-BASED STEAM PROGRAMS FOR UNDERSERVED SCHOOLS IN SAN FRANCISCO COUNTY DURING SCHOOL YEAR 2025-26 | $22,025 |
| LEGAL SERVICES FOR CHILDREN | ||||||
| 870 MARKET ST STE 356 | SAN FRANCISCO | CA | 941023030 | NC | UNRESTRICTED; MOST PRESSING NEED | $5,000 |
| LESOTHO NUTRITION INITIATIVE | ||||||
| 115 MONTERAY AVENUE | OAKWOOD | OH | 45419 | NC | RAW MATERIALS NEEDED TO MAKE MEALS FOR CHILDREN (AGES 0-5) IN LESOTHO, AFRICA | $5,000 |
| LIGHTHOUSE COMMUNITY PUBLIC SCHOOLS | ||||||
| 433 HEGENBERGER RD | OAKLAND | CA | 95616 | NC | K-3 LITERACY PROGRAM DURING SCHOOL YEAR 2025-26 | $50,000 |
| LITERACY CONNECTS | ||||||
| 200 E YAVAPAI ROAD | TUCSON | AZ | 85705 | NC | STORIES THAT SOAR! MAGIC BOX AND YOUTH PROGRAMS DURING SCHOOL YEARS 2025-26 AND 2026-27; $50,000 EACH OF TWO YEARS | $50,000 |
| LITERACY CONNECTS | ||||||
| 200 E YAVAPAI ROAD | TUCSON | AZ | 85705 | NC | UNRESTRICTED; MOST PRESSING NEED | $600 |
| THE LITERACY COOPERATIVE OF GREATER CLEVELAND | ||||||
| 1422 EUCLID AVENUE SUITE 248 | CLEVELAND | OH | 44115 | NC | DOLLY PARTON'S IMAGINATION LIBRARY IN CUYAHOGA COUNTY DURING FY 2025 | $9,306 |
| LITTLE LIGHTHOUSE LEARNING CENTER | ||||||
| 1715 MEISTER ROAD | LORAIN | OH | 44053 | NC | WILLOW PARK STEAM STEWARSHIP PROGRAM DURING SCHOOL YEAR 2025-26 | $15,000 |
| LORAIN COUNTY CHAMBER OF COMMERCE | ||||||
| 226 MIDDLE AVENUE 5TH FLOOR | ELYRIA | OH | 44035 | NC | 2025 NEW TEACHER LUNCHEON | $1,000 |
| LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 1005 ABBE RD N | ELYRIA | OH | 44035 | NC | UNRESTRICTED; MOST PRESSING NEED | $5,000 |
| LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 1005 ABBE RD N | ELYRIA | OH | 44035 | NC | SCHOLARSHIPS FOR NON-TRADITIONAL STUDENTS | $2,000 |
| LORAIN COUNTY COMMUNITY COLLEGE FOUNDATION | ||||||
| 1005 ABBE RD N | ELYRIA | OH | 44035 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,400 |
| LORAIN HISTORICAL SOCIETY | ||||||
| 329 W 10TH STREET | LORAIN | OH | 44052 | NC | LORAIN EARLY LEARNING INITIATIVE DURING SCHOOL YEARS 2025-26 AND 2026-27; $30,000 OF TWO YEARS | $30,000 |
| LORAIN HISTORICAL SOCIETY | ||||||
| 329 W 10TH STREET | LORAIN | OH | 44052 | NC | UNRESTRICTED; MOST PRESSING NEED | $10,000 |
| LORAIN HISTORICAL SOCIETY | ||||||
| 329 W 10TH STREET | LORAIN | OH | 44052 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| LORAIN HISTORICAL SOCIETY | ||||||
| 329 W 10TH STREET | LORAIN | OH | 44052 | NC | UNRESTRICTED; MOST PRESSING NEED | $300 |
| LORAIN HISTORICAL SOCIETY | ||||||
| 329 W 10TH STREET | LORAIN | OH | 44052 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| LORAIN POLICE OFFICERS CHARITABLE FOUNDATION | ||||||
| 100 W ERIE AVENUE | LORAIN | OH | 44052 | NC | OFFICERS FUND | $500 |
| LOS ANGELES UNIFIED SCHOOL DISTRICT EDUCATION FOUNDATION | ||||||
| 333 S BEAUDRY AVENUE F1 24 | LOS ANGELES | CA | 90017 | NC | EMERGENCY RELIEF FUND | $3,334 |
| THE MAD FACTORY | ||||||
| 39 SOUTH MAIN STREET SUITE 310 | OBERLIN | OH | 44074 | NC | SCHOLARSHIPS FOR MAD STUDENTS IN OUR THEATRE ARTS SUMMER CAMP IN 2025 | $7,500 |
| MAGNIFICAT HIGH SCHOOL | ||||||
| 20770 HILLIARD BLVD | ROCKY RIVER | OH | 44116 | NC | TOWARD STUDENT SCHOLARSHIPS | $2,000 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| PO BOX 2702 | BRISTOL | CT | 06011 | NC | UNRESTRICTED; MOST PRESSING NEED | $300 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| PO BOX 2702 | BRISTOL | CT | 06011 | NC | UNRESTRICTED, IN HONOR OF RYAN AND KAITLIN HUMBLE, ANNE WOODLING, AND JERRY HUMBLE | $800 |
| MAIN STREET COMMUNITY FOUNDATION | ||||||
| PO BOX 2702 | BRISTOL | CT | 06011 | NC | UNRESTRICTED; MOST PRESSING NEED | $4,030 |
| MAKE WAY FOR BOOKS | ||||||
| 700 N STONE AVENUE | TUCSON | AZ | 857058351 | NC | STORY SCHOOL TUCSON DURING SCHOOL YEAR 2025-26 | $50,000 |
| MEWATER FOUNDATION INCORPORATED | ||||||
| 4018 PACHECO ST | SAN FRANCISCO | CA | 941161009 | NC | TOWARD PROGRAM EQUIPMENT, TRANSPORTION, AND PARTICIPANT OVERNIGHT TRIPS | $2,000 |
| MID-OHIO FOOD BANK | ||||||
| 3960 BROOKHAM DRIVE | GROVE CITY | OH | 43123 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| THE MILO FOUNDATION | ||||||
| PO BOX 6625 | ALBANY | CA | 94706 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| MOBILE MEALS OF SOUTHERN ARIZONA | ||||||
| 3355 S SIXTH AVENUE | TUCSON | AZ | 85713 | NC | UNRESTRICTED; MOST PRESSING NEED | $600 |
| NAFI CONNECTICUT INC | ||||||
| 49-51 WETHERSFIELD AVENUE | HARTFORD | CT | 06114 | NC | NAFI'S BASIC NEEDS FUND DURING SCHOOL YEAR 2025-26 | $15,000 |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||
| 1667 K STREET NW SUITE 550 | WASHINGTON | DC | 20006 | NC | 2025 MEMBERSHIP RENEWAL | $1,400 |
| NEIGHBORHOOD ALLIANCE | ||||||
| 265 WASHINGTON AVE | ELYRIA | OH | 44035 | NC | NEIGHBORHOOD ALLIANCE CAPITAL CAMPAIGN | $350,000 |
| NEIGHBORHOOD ALLIANCE | ||||||
| 265 WASHINGTON AVE | ELYRIA | OH | 44035 | NC | 2025-26 EXTREME WEATHER FUNDING PARTNERSHIP WITH UNITED WAY OF GREATER LORAIN COUNTY | $10,000 |
| NEIGHBORHOOD ALLIANCE | ||||||
| 265 WASHINGTON AVE | ELYRIA | OH | 44035 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,200 |
| CONNECTICUT AERONAUTICAL HISTORICAL ASSOCIATION | ||||||
| 36 PERIMETER ROAD | WINDSOR LOCKS | CT | 060961069 | NC | OAR FOR STEM | $1,000 |
| NEW MEXICO STATE UNIVERSITY FOUNDATION INC | ||||||
| PO BOX 3590 | LAS CRUCES | NM | 88001 | NC | PRESIDENT'S ASSOCIATES SCHOLARSHIP FUND | $500 |
| NORTH HELPLINE | ||||||
| 12736 33RD AVENUE NE | SEATTLE | WA | 98125 | NC | TRUSTEE INITIATED TOWARD PET FOOD $50 AND PEOPLE FOOD $50 | $100 |
| NORTH HELPLINE | ||||||
| 12736 33RD AVENUE NE | SEATTLE | WA | 98125 | NC | UNRESTRICTED; MOST PRESSING NEED | $3,265 |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUDENTS INC | ||||||
| 4351 BROADWAY | OAKLAND | CA | 94611 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,400 |
| KENDAL NORTHERN OHIO | ||||||
| 23 ERIC NORD WAY SUITE 2 | OBERLIN | OH | 44074 | NC | OBERLINKIDS COMMUNITY COLLABORATIVE KINDERGARTEN READINESS PROGRAMMING DURING FY 2025 | $15,000 |
| OHIO WESLEYAN UNIVERSITY | ||||||
| 61 S SANDUSKY STREET | DELAWARE | OH | 43015 | NC | UNRESTRICTED; GENERAL FUND | $4,000 |
| OPEN DOORS ACADEMY | ||||||
| 1427 E 36TH STREET SUITE 4206 A | CLEVELAND | OH | 44144 | NC | SUMMER 2025 EDUCATIONAL AND ENRICHMENT SUMMER CAMP PROGRAM | $25,000 |
| OUR FAMILY | ||||||
| 234 HEMLOCK DRIVE | ELYRIA | OH | 44035 | NC | FUNOLOGY LAB DURING SCHOOL YEAR 2025-26 | $10,000 |
| OUR FAMILY SERVICES | ||||||
| 2590 N ALVERNON WAY | TUCSON | AZ | 85712 | NC | UNRESTRICTED; MOST PRESSING NEED | $200 |
| THE CHURCH OF OUR LADY MERCY CORP | ||||||
| 19 SOUTH CANAL STREET | PLAINVILLE | CT | 06062 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| THE CHURCH OF OUR LADY MERCY CORP | ||||||
| 19 SOUTH CANAL STREET | PLAINVILLE | CT | 06062 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| PAGE AHEAD CHILDRENS LITERACY PRGM | ||||||
| 1130 NW 85TH STREET | SEATTLE | WA | 98117 | NC | BOOK UP SUMMER 2025 | $20,000 |
| PAGE AHEAD CHILDRENS LITERACY PRGM | ||||||
| 1130 NW 85TH STREET | SEATTLE | WA | 98117 | NC | SUMMER BOOKUP PREVIEW | $712 |
| PATRONATO SAN XAVIER | ||||||
| PO BOX 522 | TUCSON | AZ | 85702 | NC | UNRESTRICTED; MOST PRESSING NEED | $500 |
| PDA NORTH AMERICA | ||||||
| 400 LAKE COOK ROAD SUITE 112 | DEERFIELD | IL | 60015 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,700 |
| PHILANTHROPY OHIO | ||||||
| 500 S FRONT STREET SUITE 900 | COLUMBUS | OH | 432157628 | NC | 2025 MEMBERSHIP RENEWAL | $6,195 |
| PHILANTHROPY OHIO | ||||||
| 500 S FRONT STREET SUITE 900 | COLUMBUS | OH | 432157628 | NC | 2025 CONFERNCE $2,500; GENERAL OPERATIONS $2,500 | $5,000 |
| PIMA LIBRARY FOUNDATION | ||||||
| PO BOX 13245 | TUCSON | AZ | 85732 | NC | UNRESTRICTED; MOST PRESSING NEED | $200 |
| PLANNED PARENTHOOD ARIZONA | ||||||
| 4751 N 15TH STREET | PHOENIX | AZ | 85014 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,600 |
| READ TO GROWS | ||||||
| 53 SCHOOL GROUND ROAD 3 | BRANFORD | CT | 064052869 | NC | SUPPORTING EARLY CHILDHOOD LITERARY IN HARTFORD COUNTY THROUGH BOOKMOBILE VISTIS DURING SUMMER 2025 AND SCHOOL YEAR 2025-26 | $10,000 |
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | ||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | NC | UNRESTRICTED; MOST PRESSING NEED | $10,000 |
| RINCON CONGREGATIONAL CHURCH UCC | ||||||
| 122 N CRAYCROFT | TUCSON | AZ | 85711 | NC | UNRESTRICTED; MOST PRESSING NEED | $3,400 |
| FAMILY & COMMUNITY SERVICES INC | ||||||
| 221 W 21ST STREET | LORAIN | OH | 44052 | NC | HOLIDAY MEALS | $750 |
| SAN FRANCISCO EDUCATION FUND | ||||||
| 650 MISSION STREET 3RD FLOOR | SAN FRANCISCO | CA | 94105 | NC | SAN FRANCISCO LITERACY COALITION DURING SCHOOL YEAR 2025-26 | $50,000 |
| SAN FRANCISCO FOOD BANK | ||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,765 |
| SAN JUAN COMMUNITY HOME TRUST | ||||||
| PO BOX 2603 | FRIDAY HARBOR | WA | 98250 | NC | UNRESTRICTED; MOST PRESSING NEED | $500 |
| SAN JUAN ISLAND SCHOOL DISTRICT | ||||||
| 285 BLAIR AVENUE | FRIDAY HARBOR | WA | 98250 | NC | EARLY LEARNING PROGRAM | $43,525 |
| SAVE OUR CHILDREN OF ELYRIA | ||||||
| 330 2ND STREET | ELYRIA | OH | 44035 | NC | SUMMER 2025 DREAM CHASERS | $50,000 |
| SCIENCE FROM SCIENTISTS | ||||||
| 533 AIRPORT BLVD SUITE 135 | BURLINGAME | CA | 94010 | NC | SCIENCE FROM SCIENTISTS IN-SCHOOL MODULE-BASED (ISMB) STEM ENRICHMENT PROGRAM FOR JOSE ORTEGA ELEMENTARY IN SAN FRANCISCO COUNTY | $7,500 |
| SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO | ||||||
| 5510 BAUMHART ROAD | LORAIN | OH | 44053 | NC | LORAIN COUNTY SCHOOL FOOD PROGRAM FY 2025-26 | $85,000 |
| SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO | ||||||
| 5510 BAUMHART ROAD | LORAIN | OH | 44053 | NC | UNRESTRICTED; MOST PRESSING NEED | $45,804 |
| SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO | ||||||
| 5510 BAUMHART ROAD | LORAIN | OH | 44053 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| SECOND HARVEST FOODBANK OF NORTH CENTRAL OHIO | ||||||
| 5510 BAUMHART ROAD | LORAIN | OH | 44053 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,500 |
| SEEDS OF LITERACY | ||||||
| 3104 W 25TH ST 3RD FLOOR | CLEVELAND | OH | 44109 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| SEEDS OF LITERACY | ||||||
| 3104 W 25TH ST 3RD FLOOR | CLEVELAND | OH | 44109 | NC | UNRESTRICTED; MOST PRESSING NEED | $3,500 |
| SOUTHINGTON BREAD FOR LIFE | ||||||
| 31 VERMONT AVENUE | SOUTHINGTON | CT | 06489 | NC | CHILDREN'S 2025 SUMMER LUNCH PROGRAM | $25,000 |
| SOUTHINGTON BREAD FOR LIFE | ||||||
| 31 VERMONT AVENUE | SOUTHINGTON | CT | 06489 | NC | SUMMER 2026 MEALS FOR CHILDREN | $3,260 |
| SPARK THEATRE COMPANY INC | ||||||
| PO BOX 981 | ELYRIA | OH | 44036 | NC | SUMMER CAMPS 2025 | $10,000 |
| ST JOSEPH PARISH | ||||||
| 200 ST JOSEPH DRIVE | AMHERST | OH | 44001 | NC | TOWARD ST JOSEPH YOUTH MINISTRY, HOLY GROUND | $720 |
| SUNNYSIDE FOUNDATION | ||||||
| 2238 E GINTER ROAD | TUCSON | AZ | 85706 | NC | EXCELLENCE IN EDUCATION: SUNNYSIDE COMMUNITYSHARE AND CLASSROOM MINI-GRANTS DURING SCHOOL 2025-2026 | $16,875 |
| SWEETGRASS ADVOCACY | ||||||
| 710 ZION DRIVE | COLORADO SPRINGS | CO | 80910 | NC | UNRESTRICTED; MOST PRESSING NEED | $2,000 |
| TEAM READ | ||||||
| PO BOX 94042 | SEATTLE | WA | 98124 | NC | TEAM READ YEAR-ROUND TUTORING PROGRAM DURING SUMMER 2025 AND SCHOOL YEAR 2025-26 | $25,000 |
| TECH CORPS | ||||||
| 6600 BUSCH BLVD SUITE 210 | COLUMBUS | OH | 43229 | NC | TECHIE CAMPS FOR LORAIN COUNTY STUDENTS DURING THE SUMMER OF 2025 | $25,000 |
| THALBERG ELEMENTARY SCHOOL PTO | ||||||
| 145 DUNHAM STREET | SOUTHINGTON | CT | 06489 | NC | MS. KORP'S CLASSROOM: 2025-26 THALBERG FUN RUN TOWARD ENHANCING THE SCHOOL EXPERIENCE | $100 |
| TRINITY ACADEMY | ||||||
| 10 WOODLAND STREET | HARTFORD | CT | 061052755 | NC | PATHWAYS TO LITERACY: SCHOOL-HOME LITERACY DEVELOPMENT PARNERSHIP DURING THE SCHOOL YEAR 2025-26 | $21,000 |
| TUCSON FESTIVAL OF BOOKS | ||||||
| PO BOX 42466 | TUCSON | AZ | 85733 | NC | 2026 FESTIVAL SUPPORT | $35,000 |
| TUCSON JEWISH COMMUNITY CENTER INC | ||||||
| 3800 E RIVER ROAD | TUCSON | AZ | 85718 | NC | STEAM IN EARLY CHILDHOOD EDUCATION DURING SCHOOL YEAR 2025-26 | $5,000 |
| TUCSON YOUTH MUSIC | ||||||
| 830 E 17TH STREET | TUCSON | AZ | 85719 | NC | UNRESTRICTED; MOST PRESSING NEED | $400 |
| UNITED CEREBRAL PALSY ASSOCIATION OF GREATER CLEVELAND INC | ||||||
| 10011 EUCLID AVENUE | CLEVELAND | OH | 441064701 | NC | LITERACY ACCESS FOR ALL LEARNERS THROUGH UCP OF GREATER CLEVELAND'S LEAFBRIDGE ALTERNATIVE EDUCATION PROGRAM DURING SCHOOL YEAR 2025-26 | $10,219 |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT | ||||||
| ONE STATE STREET SUITE 1710 | HARTFORD | CT | 06103 | NC | UNITED WAY READERS DURING SCHOOL YEAR 2025-26 | $25,000 |
| UNITED WAY OF GREATER LORAIN COUNTY | ||||||
| 642 BROADWAY AVENUE | LORAIN | OH | 44052 | NC | UNITED COMMUNITY ASSISTANCE NETWORK (UCAN) DURING FY 2025 | $25,000 |
| UNITED WAY OF GREATER LORAIN COUNTY | ||||||
| 642 BROADWAY AVENUE | LORAIN | OH | 44052 | NC | LORAIN COUNTY CONTIUUM OF CARE | $12,250 |
| UNITED WAY OF GREATER LORAIN COUNTY | ||||||
| 642 BROADWAY AVENUE | LORAIN | OH | 44052 | NC | DEI TRAINING IN 2025 | $1,000 |
| UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC | ||||||
| 300 N COMMERCE PARK LOOP SUITE 200 | TUCSON | AZ | 85745 | NC | SUMMER 2025 MY SUMMER LIBRARY | $26,686 |
| UNITED WAY OF WEST CENTRAL CONNECTICUT | ||||||
| 440 NORTH MAIN STREET SUITE D | BRISTOL | CT | 06010 | NC | PATHWAYS TO SUCCESS GRANT: NUTURING YOUTH AND EARLY LEARNERS DURING SCHOOL YEAR 2025-26 | $25,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NC | WOMEN IN SCIENCE AND ENGINEERING PROGRAM; ALGORITHMS: MERGING CREATIVITY AND CODING FOR YOUNG INNOVATORS DURING THE SCHOOL YEAR 2025-26 | $15,489 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NC | COLLEGE OF EDUCATION, GENERAL SCHOLARSHIP FUND | $1,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NC | CAPLA: DOBRAS DEANS FUND FOR EXCELLENCE | $1,500 |
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NC | GSW: GENERAL DEPARTMENT SUPPORT | $1,500 |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||
| 407 GERBERDING HALL BOX 351210 | SEATTLE | WA | 98195 | NC | FRIDAY HARBOR LABS K-12 SCIENCE OUTREACH PROGRAM DURING SCHOOL YEARS 2025-26 AND 2026-27; $25,000 EACH OF TWO YEARS | $35,000 |
| VERTICAL HORIZONS | ||||||
| 751 E BLITHEDALE AVENUE UNIT 414 | MILL VALLEY | CA | 94941 | NC | UNRESTRICTED; MOST PRESSING NEED | $1,000 |
| THE VILLAGE FOR FAMILIES & CHILDREN | ||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 06105 | NC | THE VILLAGE EARLY CHILDHOOD LITERACY SUPPORT DURING SCHOOL YEAR 2025-26 | $25,000 |
| VINE MAPLE PLACE | ||||||
| PO BOX 1092 | MAPLE VALLEY | WA | 98038 | NC | ACADEMIC SUPPORT PROGRAMS FOR K-8TH GRADE SCHOOL CHILDREN DURING SCHOOL YEAR 2025-26 | $25,000 |
| VOCATIONAL GUIDANCE SERVICES INC | ||||||
| 2239 E 55TH STREET | CLEVELAND | OH | 441034451 | NC | UNRESTRICTED; MOST PRESSING NEED | $6,538 |
| WATKINSON SCHOOL | ||||||
| 180 BLOOMFIELD AVENUE | HARTFORD | CT | 06105 | NC | SUMMER 2025 SPHEERE PROGRAM | $10,000 |
| WELLSPRING FAMILY SERVICES | ||||||
| 1900 RAINIER AVENUE S | SEATTLE | WA | 98144 | NC | WELLSPRING'S EARLY LEARNING CENTER (ELC) FOR CHILDREN AND FAMILIES FACING HOMELESSNESS DURING FY 2025 | $4,025 |
| WEST SEATTLE FOOD BANK | ||||||
| 3419 SW MORGAN | SEATTLE | WA | 98126 | NC | UNRESTRICTED; MOST PRESSING NEED | $3,265 |
| WILD ONES | ||||||
| 2285 BUTTE DES MORTS BEACH ROAD | NEENAH | WI | 549561008 | NC | UNRESTRICTED; MOST PRESSING NEED | $180 |
| WOMEN'S FOUNDATION FOR THE STATE OF ARIZONA | ||||||
| 7090 N ORACLE ROAD STE 178 PMB 2024 | TUCSON | AZ | 85704 | NC | UNRESTRICTED; MOST PRESSING NEED | $200 |
| WORLD SAVVY | ||||||
| 166 GEARY STREET 15TH FLOOR 1123 | SAN FRANCISCO | CA | 94108 | NC | EMPOWERING FUTURE-READY LEARNERS: TRANSFORMATIVE PARTNERSHIPS FOR CULTURALLY RESPONSIVE AND INCLUSIVE EDUCATION IN LORAIN COUNTY DURING SCHOOL YEAR 2025-26 | $15,000 |
| WORLD SAVVY | ||||||
| 166 GEARY STREET 15TH FLOOR 1123 | SAN FRANCISCO | CA | 94108 | NC | EMPOWERING FUTURE-READY LEARNERS: TRANSFORMATIVE PARTNERSHIPS FOR CULTURALLY RESPONSIVE AND INCLUSIVE EDUCATION IN ALAMEDA COUNTY DURING SCHOOL YEAR 2025-27 | $24,525 |
| WORLD VISION | ||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NC | UNRESTRICTED; MOST PRESSING NEED | $500 |
| YMCA OF SOUTHERN ARIZONA | ||||||
| 60 W ALAMEDA STREET PO BOX 1111 | TUCSON | AZ | 85702 | NC | SUMMER 2025 LEARNING ENRICHMENT CAMP | $10,000 |
| YWCA OF SOUTHERN ARIZONA | ||||||
| 525 N BONITA AVENUE | TUCSON | AZ | 85745 | NC | UNRESTRICTED, MOST PRESSING NEED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,942,117 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $914,904 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,646 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,729,410 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,723,981 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,723,981 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $14,495 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,495 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $15,274,107 | EOYBookValueAmt |
| EOYFMV | $21,761,854 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS - PARTNERSHIPS | AT COST | $5,568,282 | $9,748,488 |
| POOLED INVESTMENT FUNDS | AT COST | $3,000,000 | $5,310,470 |
| PRIVATE HELD INVESTMENTS | AT COST | $2,999,965 | $6,092,580 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $11,870 | $11,252 | $618 | $618 |
| WEBSITE | $13,500 | $13,500 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $851 | BOYBookValueAmt |
| EOY Book Value | $851 | EOYBookValueAmt |
| EOYFMV | $851 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX DIFFERENCE - INTEREST AND DIVIDENDS | $16,628 |
| BOOK TO TAX DIFFERENCE - PARTNERSHIP INCOME | $97,466 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,746 | $0 | $1,746 |
| INSURANCE | $3,650 | $0 | $3,650 |
| OFFICE SUPPLIES | $5,749 | $0 | $5,749 |
| OHIO FILING FEE | $225 | $0 | $225 |
| MISCELLANEOUS | $5,982 | $0 | $5,982 |
| TELEPHONE | $1,933 | $0 | $1,933 |
| REPAIRS AND MAINTENANCE | $31,613 | $0 | $31,613 |
| WEBSITE EXPENSE | $30,021 | $0 | $30,021 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP-OTHER INCOME | $80,527 | $80,527 | $80,527 |
| INVESTMENT-OTHER INCOME | -$881 | -$881 | -$881 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE - REALIZED GAINS | Desc |
| Amt | $1,176,478 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $12,433 | BOYBookValueAmt |
| EOY Book Value | $9,764 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST MANAGEMENT FEE | $168,903 | $168,903 | $0 |
| CONSULTANTS | $6,075 | $0 | $6,075 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $22,316 | $0 | $22,316 |
| FOREIGN TAX | $17,943 | $17,943 | $0 |
| FEDERAL EXCISE TAX | $77,331 | $0 | $0 |
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