TRZCINSKI FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TRZCINSKI FOUNDATION (EIN 34-1852993)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-13
- IRS object ID
- 202611339349103771
- Schema version
- 2024v5.5
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:27:10-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341852993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRZCINSKI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRZC | BusinessNameControlTxt |
| Phone | 4402378083 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12769 PATRICIA DRIVE | AddressLine1Txt |
| City | NORTH ROYALTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD TRZCINSKI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4402378083 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $41,744,380 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $7,087 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,087 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,236,401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,236,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$107,953 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,661,125 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,598 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,155,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,243,488 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $211,795 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $211,795 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $287,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $212,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,985 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,720,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,720,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,007,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $212,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,735,985 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$852,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,031,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,120,487 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,667,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,667,196 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $317 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $22,771,241 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,526,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,077,184 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $154,724 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $26,046,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,194,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,744,380 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,046,769 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,194,013 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,046,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,194,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,046,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,194,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,046,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$852,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,194,013 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,194,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,661,125 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,769,078 | CostOrOtherBasisAmt |
| Gain Or Loss | -$107,953 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$107,953 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$107,953 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $111 | EsPenaltyAmt |
| Overpayment | $17,952 | OverpaymentAmt |
| Applied To ES Tax | $17,952 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA TRZCINSKI | IndividualWithBooksNm |
| Phone | 4402378083 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12769 PATRICIA DRIVE | AddressLine1Txt |
| City | NORTH ROYALTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44133 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD TRZCINSKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12769 PATRICIA DRIVE | AddressLine1Txt |
| City | NORTH ROYALTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | UBS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUPERIOR AVENUE 27TH FL | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGT FEES | ServiceTypeTxt |
| Compensation | $111,078 | 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 | $35,195,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,108,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,304,020 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,304,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $604,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,699,460 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,984,973 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,984,973 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,337 | TotalTaxAmt |
| Distributable Before Adj | $1,970,636 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,970,636 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,970,636 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,735,985 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,735,985 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,970,636 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,591,001 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,591,001 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,735,985 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,735,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $234,651 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $234,651 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,356,350 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,356,350 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,356,350 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD TRZCINSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12769 PATRICIA DRIVE | AddressLine1Txt |
| City | NORTH ROYALTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4408451599 | RecipientPhoneNum |
| Form And Info And Materials | DETAILED EXPLANATION OF PAST, PRESENT, AND FUTURE ACTIVITIES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREATER CLEVELAND FOOD BANK | ||||||||||||
| 13815 COIT ROAD | CLEVELAND | OH | 44110 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $30,000 | |||||
| ROAD TO HOPE | ||||||||||||
| 1863 LIBERTY AVE | VERMILLION | OH | 44089 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $100,000 | |||||
| HOLY NAME ELEMENTARY | ||||||||||||
| 8328 BROADWAY AVE | CLEVELAND | OH | 44105 | NONE | 508(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $100,000 | |||||
| MARY QUEEN OF PEACE | ||||||||||||
| 4423 PEARL ROAD | CLEVELAND | OH | 44109 | NONE | 504(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $100,000 | |||||
| SECRETARIAT OF THE SHRINE OF SAINTE-ANNE-DEBEAUPRE | ||||||||||||
| NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $200,000 | 10018 AVENUE ROYALE | SAINTEANNEDEBEAUPRE | QUEBEC | CA | GOA 3C0 | ||||
| SAINT FRANCIS BREADLINE | ||||||||||||
| 144 WEST 32ND STREET | NEW YORK | NY | 10001 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $25,000 | |||||
| MARIANS OF THE IMMACULATE CONCEPTION | ||||||||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | 50E(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $100,000 | |||||
| CORNERSTONE OF HOPE | ||||||||||||
| 5905 BRECKSVILLE ROAD | INDEPENDENCE | OH | 44131 | NONE | 505(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $10,000 | |||||
| WORD AMONG US | ||||||||||||
| 7115 GUILFORD DR STE 100 | FREDERICK | MD | 21704 | NONE | 507(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $15,000 | |||||
| HOLY FAMILY HOME | ||||||||||||
| 6707 STATE ROAD | PARMA | OH | 44134 | NONE | 506(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $25,000 | |||||
| HOLY FAMILY CHURCH | ||||||||||||
| 7367 YORK ROAD | PARMA | OH | 44130 | NONE | 507(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $100,000 | |||||
| DOMINICAN SISTERS OF ST CECILIA | ||||||||||||
| 801 DOMINICAN DR | NASHVILLE | TN | 372281909 | NONE | 508(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $30,000 | |||||
| DOMINICAN HOUSE OF STUDIESDOMINICAN FRIARS FOUNDATION | ||||||||||||
| 487 MICHIGAN AVE NE | WASHINGTON | DC | 200171518 | NONE | 504(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $30,000 | |||||
| COME & SEE FOUNDATION | ||||||||||||
| PO BOX 64618 | COLORADO SPRINGS | CO | 80962 | NONE | 50P(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $15,000 | |||||
| ST JUDE CHILDREN'S RESEARCH | ||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 505(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $100,000 | |||||
| SANCTUARY MUSEUM | ||||||||||||
| 12905 MADISON AVENUE | LAKEWOOD | OH | 44107 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $5,000 | |||||
| SHRINE OF OUR LADY OF GUADALUPE | ||||||||||||
| 5250 JUSTIN ROAD | LACROSSE | WI | 54601 | NONE | 505(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $650,000 | |||||
| NATIONAL CATHOLIC COMMUNITY FOUNDATION | ||||||||||||
| 1321 GENERAL HIGHWAYS SUITE 202 | CROWNSVILLE | MD | 21032 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $60,000 | |||||
| ST THOMAS AQUINAS | ||||||||||||
| 10000 OJAI ROAD | SANTA PAULA | CA | 93060 | NONE | 501(C)(3) | FURTHERANCE OF CHARITABLE ACTIVITIES | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,720,000 | 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 | $7,087 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,236,401 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$107,953 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $19,598 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,598 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,135,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,155,133 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,985 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,985 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $19,526,817 | EOYBookValueAmt |
| EOYFMV | $36,077,184 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $276 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $19,598 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $19,598 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | CategoryTxt |
| Amt | $211,795 | Amt |
| Net Investment Income | $211,795 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $59,833 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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