CLARA WEISS FUND WEISS DAVID C ET AL TTEE: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
CLARA WEISS FUND WEISS DAVID C ET AL TTEE (EIN 34-6556158)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-28
IRS object ID
202621209349100532
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-28T01:40:26-00:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593783649PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Yarwood Accounting IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16221 Hollow LaneAddressLine1Txt
CityMedinaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44256ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346556158EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Clara Weiss FundBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone3304215974PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLizbeth W KohlerPersonNm
Person TitleAdmin AssistantPersonTitleTxt
Phone3304215974PhoneNum
Signature2026-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLaura A WalterPreparerPersonNm
PTINP02066010PTIN
Phone3304162877PhoneNum
Preparation2026-04-28PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,468,496FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$37,851InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37,851InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$37,851InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$172,898DividendsRevAndExpnssAmt
Dividends Net Invst Incm$172,898DividendsNetInvstIncmAmt
Dividends Adj Net Incm$172,898DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$20,164NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$52,691GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,164CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$230,913TotalRevAndExpnssAmt
Total Net Invst Incm$230,913TotalNetInvstIncmAmt
Total Adj Net Incm$210,749TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,600CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,420AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$3,186TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$435OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$19,641TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$449,225ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$449,225ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$468,866TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$449,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$237,953ExcessRevenueOverExpensesAmt
Net Investment Income$230,913NetInvestmentIncomeAmt
Adjusted Net Income$210,749AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$103CashBOYAmt
Cash EOY$103CashEOYAmt
Sav And Temp Cash Invst BOY-$119,952SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY-$15,964SavAndTempCashInvstEOYAmt
Corporate Stock BOY$5,499,450CorporateStockBOYAmt
Corporate Stock EOY$5,468,496CorporateStockEOYAmt
Corporate Stock EOYFMV$5,468,496CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,232LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,232LandBldgEquipAccumDeprecAmt
Total Assets BOY$5,379,601TotalAssetsBOYAmt
Total Assets EOY$5,452,635TotalAssetsEOYAmt
Total Assets EOYFMV$5,468,496TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,379,601RetainedEarningBOYAmt
Retained Earning EOY$5,452,635RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,379,601TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,452,635TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,379,601TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,452,635TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,379,601TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$237,953ExcessRevenueOverExpensesAmt
Other Increases$310,987OtherIncreasesAmt
Subtotal$5,452,635SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,452,635TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyDupont De Nemours 666shPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2000-07-26AcquiredDt
Sold2025-10-02SoldDt
Gross Sales Price$52,691GrossSalesPriceAmt
Cost Or Other Basis$32,527CostOrOtherBasisAmt
Gain Or Loss$20,164GainOrLossAmt
Gains Minus Excess Or Losses$20,164GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$20,164CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,210InvestmentIncomeExciseTaxAmt
Subtotal$3,210SubtotalAmt
Tax Based On Investment Income$3,210TaxBasedOnInvestmentIncomeAmt
Es Penalty$158EsPenaltyAmt
Tax Due$3,368TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLizbeth Weiss KohlerIndividualWithBooksNm
Phone3304215974PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYYes (true)UndistributedIncomePYInd
Undistributed Income PY12014UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Lizbeth Weiss Kohler
8161 Lake RoadSevilleOH44273Admin. Asst.003.00$12,600
William A Weiss
1460 Pitcock LaneWinchesterVA22603Part-Time000.50$0
Robert L Weiss Jr
1661 Crescent Place NWWashingtonDC20009Part-Time000.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The sole purpose of the Clara Weiss Fund is to purchase and manage investments to make funding available to disburse as grant funds for non-profit Organizations.Description1Txt
Expenses1$468,866Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,218,826AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,689AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,310,515TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,310,515AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$79,658CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,230,857NetVlNoncharitableAssetsAmt
Minimum Investment Return$261,543MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$261,543MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,210TaxBasedOnInvestmentIncomeAmt
Total Tax$3,210TotalTaxAmt
Distributable Before Adj$258,333DistributableBeforeAdjAmt
Distributable Before Ded$258,333DistributableBeforeDedAmt
Distributable As Adjusted$258,333DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$449,225ExpensesAndContributionsAmt
Qualifying Distributions$449,225QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$258,333DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$91,753ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$139,326ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$164,310ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$222,131ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$264,227ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$881,747TotalExcessDistributionCyovAmt
Qualifying Distributions$449,225QualifyingDistributionsAmt
Applied To Current Year$258,333AppliedToCurrentYearAmt
Remaining Distri From Corpus$190,892RemainingDistriFromCorpusAmt
Total Corpus$1,072,639TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$91,753ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$980,886ExcessDistriCyovToNextYrAmt
Excess From Year4$139,326ExcessFromYear4Amt
Excess From Year3$164,310ExcessFromYear3Amt
Excess From Year2$222,131ExcessFromYear2Amt
Excess From Year1$264,227ExcessFromYear1Amt
Excess From Current Year$190,892ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLizbeth KohlerRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18161 Lake RoadAddressLine1Txt
CitySevilleCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44273ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3304215974RecipientPhoneNum
Form And Info And MaterialsNone specifiedFormAndInfoAndMaterialsTxt
Submission DeadlinesNone specifiedSubmissionDeadlinesTxt
Restrictions On AwardsNone specifiedRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (213 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Food & Friends
219 Riggs Road NEWashingtonDC20011NCTo support non-profit operations$15,000
Collective Power for Reproductive Justice
893 West StreetAmherstMA01002NCTo support non-profit operations$1,000
Amherst College
PO Box 2228AmherstMA01002NCTo support non-profit operations$2,000
Wadsworth FOP Lodge 45
120 Maple StreetWadsworthOH44281NCTo support non-profit operations$2,000
Shop with a Cop - Ashland
1211 E Main StAshlandOH44805NCTo support non-profit operations$1,500
Food & Friends
219 Riggs Road NEWashingtonDC20011NCTo support non-profit operations$12,500
Girl Scouts of North East Ohio
1 Girl Scout WayMacedoniaOH440562156NCTo support non-profit operations$15,000
4-H Camp Clifton Inc
2256 Clifton RdYellow SpringsOH45387NCTo support non-profit operations$5,000
Alternative Paths
246 Northland Dr 200AMedinaOH44256NCTo support non-profit operations$1,000
Arc of Medina County Camp Paradise
4283 Paradise RoadSevilleOH44273NCTo support non-profit operations$5,000
Arc of Medina County Resource Center
4284 Paradise RoadSevilleOH44273NCTo support non-profit operations$2,500
Hope & Healing Survivor Resource Center
696 E Washington StMedinaOH44256NCTo support non-profit operations$5,000
Brunswick Rotary Foundation
PO Box 252BrunswickOH44212NCTo support non-profit operations$1,000
Camp Ho Mita Koda Foundation
14040 Auburn RoadNewburyOH44065NCTo support non-profit operations$2,500
The Caring Corral
420 Parkview DrSheffieldOH44054NCTo support non-profit operations$1,000
Cathy's House
515 W Liberty StMedinaOH44256NCTo support non-profit operations$1,500
Community Health Center
725 E Market StAkronOH44305NCTo support non-profit operations$1,000
Concerns of Police Survivors
PO Box 3199CamdentonMO65020NCTo support non-profit operations$2,000
Cystic Fibrosis Foundation
425 Literary Rd Ste 100ClevelandOH44113NCTo support non-profit operations$1,000
Feeding Medina County
650 W Smith Rd C-8MedinaOH44256NCTo support non-profit operations$2,500
Fieldstone Farm
16497 Snyder RoadChagrin FallsOH44023NCTo support non-profit operations$3,000
Greater Cleveland Fisher House
PO Box 1852ClevelandOH44106NCTo support non-profit operations$1,000
Habitat for Humanity - Medina County
233 Lafayette RoadMedinaOH44256NCTo support non-profit operations$4,000
HMC Hospice of Medina County
5075 Windfall RdMedinaOH44256NCTo support non-profit operations$1,000
Habitat for Humanity NE Michigan
2630 US 23 SouthAlpeanaMI49707NCTo support non-profit operations$1,000
Junior Achievement of North Central Ohio
4353 Executive Circle NWCantonOH44718NCTo support non-profit operations$4,500
Lafayette Township Volunteer Fire Dept
6776 Wedgewood RdMedinaOH44256NCTo support non-profit operations$500
Leadership Medina County
6300 Technology LaneMedinaOH44256NCTo support non-profit operations$500
Let's Grow Akron Inc
467 Harvey AveAkronOH44314NCTo support non-profit operations$1,000
Matthew 25 Coalition
PO Box 284LodiOH44254NCTo support non-profit operations$2,000
Medina Co Creative Housing
232 N Court StreetMedinaOH44256NCTo support non-profit operations$3,000
Medina County Historical Society
206 N Emwood StreetMedinaOH44256NCTo support non-profit operations$1,000
Medina County Parks Districts
6364 Deerview LnMedinaOH44256NCTo support non-profit operations$1,000
Medina County SPCA
8790 Guilford RdSevilleOH44273NCTo support non-profit operations$2,000
Medina County Summer Reinforcement
5175 Rustic Hills DriveMedinaOH44256NCTo support non-profit operations$1,500
Medina County Veterans Memorial Hall
620 North BroadwayMedinaOH442581343NCTo support non-profit operations$250
Medina General Hospital Foundation
1000 East Washington StMedinaOH442580427NCTo support non-profit operations$1,500
Miami University Fund
725 East Chestnut StOxfordOH450569972NCTo support non-profit operations$100
NRA Foundation
11250 Waples Mills RoadFairfaxVA22030NCTo support non-profit operations$1,000
NRA Special Contribution Fund
PO Box 700RatonNM87740NCTo support non-profit operations$500
NationAL Council on Severe Autism
PO Box 26853San JoseCA951596853NCTo support non-profit operations$1,500
Newbridge Place
645 Wooster StLodiOH44254NCTo support non-profit operations$1,000
Plainfield Township Library
415 E Main StHaleMI48739NCTo support non-profit operations$750
Planned Parenthood
444 West Exchange StreetAkronOH44302NCTo support non-profit operations$2,000
Recovery Center of Medina County
538 W Liberty StMedinaOH44256NCTo support non-profit operations$1,000
Replay for Kids
600 West Sturbridge DrMedinaOH44256NCTo support non-profit operations$1,250
Sunbury Urban Farm
2140 Sunbury RdColumbusOH43219NCTo support non-profit operations$2,000
Valley City Fire & Rescue
PO Box 318Valley CityOH44280NCTo support non-profit operations$1,000
Vocational Guidance Services
2239 East 55th StClevelandOH441034451NCTo support non-profit operations$3,000
Wadsworth FISH
PO Box 754WadsworthOH44282NCTo support non-profit operations$2,000
Warrior Dog Foundation
5930 Royal Lane Ste E 355DallasTX75230NCTo support non-profit operations$1,500
Westfield Township Fire and Rescue
6699 Buffham RoadSevilleOH44273NCTo support non-profit operations$1,000
ACLU Foundation
125 Broad St 18th FloorNew YorkNY100042400NCTo support non-profit operations$1,000
ACLU of the District of Columbia Fdn
529 14th St NW Ste 722WashingtonDC20045NCTo support non-profit operations$1,000
Art Enables
2204 Rhode Island Ave NEWashingtonDC20018NCTo support non-profit operations$500
Boston University School of Law
765 Commonwealth AveBostonMA02215NCTo support non-profit operations$2,000
Brandywine Valley SPCADC
PO Box 90186WashingtonDC20090NCTo support non-profit operations$517
Bread for the City
1525 Seventh St NWWashingtonDC20001NCTo support non-profit operations$523
Cape Cod Chamber Music Festival
PO Box 1934North EasthamMA02651NCTo support non-profit operations$500
Coast Guard Academy Alumni Assn Inc
47 Mohegan AveNew LondonCT063208111NCTo support non-profit operations$1,000
Colgate University
13 Oak DrHamiltonNY13346NCTo support non-profit operations$1,000
Community Cooperative
3429 MLK BlvdFort MyersFL33916NCTo support non-profit operations$1,000
DC Bar Foundation
200 Massachusetts Ave NW Ste 700WashingtonDC20001NCTo support non-profit operations$500
Dumbarton Arts & Education
3133 Dumbarton St NWWashingtonDC20007NCTo support non-profit operations$500
Dunklin Memorial Church Inc
3342 SW Hosanah LnOkeechobeeFL34974NCTo support non-profit operations$500
ECHO
17391 Durrance RoadN Fort MyersFL33917NCTo support non-profit operations$1,000
Evergreen School
10700 Georgia AveSilver SpringMD20902NCTo support non-profit operations$1,000
Evergreen School
10700 Georgia AveSilver SpringMD20902NCTo support non-profit operations$2,500
First Presbyterian Church of Fort Myers
2438 Second StFort MyersFL33901NCTo support non-profit operations$5,000
Focused Ultrasound Foundation
1230 Cedars Court Ste206CharlottesvilleVA22903NCTo support non-profit operations$1,000
Glen Helen Association
405 Corry StYellow SpringsOH45387NCTo support non-profit operations$1,000
Green Acres School
11701 Danville DrRockvilleMD208523799NCTo support non-profit operations$1,037
Habitat for Humanity Lee & Henry Counties
12751 New Brittany Blvd Ste 100Fort MyersFL33907NCTo support non-profit operations$1,000
Harry Chapin Food Bank
3760 Fowler StFort MyersFL33901NCTo support non-profit operations$1,000
Hawaii Community Foundation
827 Fort Street MallHonoluluHI96813NCTo support non-profit operations$500
House of Ruth
5 Thomas Circle NW 4th FlrWashingtonDC20005NCTo support non-profit operations$520
The Local Journalism Project
PO Box 391ProvincetownMA02657NCTo support non-profit operations$500
McLean Project for the Arts
1234 Ingleside AveMcLeanVA22101NCTo support non-profit operations$517
The Microchip Initiative
1020 Little Woods RdOakwoodOH45419NCTo support non-profit operations$1,000
Miriam's Kitchen
2401 Virginia Ave NWWashingtonDC20037NCTo support non-profit operations$500
Planned Parenthood Federation of America
PO Box 97166WashingtonDC200907166NCTo support non-profit operations$1,000
Planned Parenthood of Metro DC
1225 4th Street NEWashingtonDC20002NCTo support non-profit operations$1,000
Provincetown Art Association & Museum
460 Commercial StProvincetownMA02657NCTo support non-profit operations$500
Seaside Seabird Sanctuary
18328 Gulf BlvdIndian ShoresFL33785NCTo support non-profit operations$500
The Sentencing Project
1150 Connecticut Ave NW Ste 601WashingtonDC20036NCTo support non-profit operations$1,000
Sierra Club Foundation
2101 Webster St Ste 1250OaklandCA94612NCTo support non-profit operations$1,000
Smith College
76 Elm StreetNorthamptonMA01063NCTo support non-profit operations$2,000
Southern Poverty Law Center
400 Washington AveMontgomeryAL36104NCTo support non-profit operations$1,030
Congregational Church of
PO Box 804SummerfieldFL34492NCTo support non-profit operations$2,500
Touchstone Foundation
901 New York Ave NWWashingtonDC20001NCTo support non-profit operations$500
Trout Unlimited
PO Box 7400Woolly BuggerWV254387400NCTo support non-profit operations$500
Truro Center for the Arts at Castle Hill
PO Box 756TruroMA02666NCTo support non-profit operations$10,000
Union of Concerned Scientists
2 Brattle SqCambridgeMA021383742NCTo support non-profit operations$15,000
United Negro College Fund
1805 7th St NWWashingtonDC20001NCTo support non-profit operations$500
Vassar College
161 College Ave Box 725PoughkeepsieNY12603NCTo support non-profit operations$2,000
Animal Welfare Institute
900 Pennsylvania Ave SEWashingtonDC20003NCTo support non-profit operations$3,000
Applewood Centers Inc
22001 Fairmount BlvdShaker HtsOH44118NCTo support non-profit operations$5,000
Arthritis Foundation
1355 Peachtree St Suite 600AtlantaGA30309NCTo support non-profit operations$2,000
Carolina Ballet
3401 Atlantic Ave 131RaleighNC27604NCTo support non-profit operations$6,500
Cleveland Animal Protective League
1729 Willey AveClevelandOH44113NCTo support non-profit operations$2,500
Cleveland Hearing & Speech Center
11635 Euclid AveClevelandOH44106NCTo support non-profit operations$3,090
Cleveland Sight Center
1909 East 101st StClevelandOH441068696NCTo support non-profit operations$3,005
Colgate University
13 Oak DrHamiltonNY13346NCTo support non-profit operations$1,000
Colonial Williamsburg Foundation
P O Box 1776WilliamsburgVA23187NCTo support non-profit operations$1,558
Deep Well Project
PO Box 5543Hilton HeadSC299385543NCTo support non-profit operations$2,000
Duke University
Box 90581DurhamNC277080581NCTo support non-profit operations$3,000
Glaucoma Foundation
80 Maiden Lane Suite 700New YorkNY10038NCTo support non-profit operations$2,000
Lake Erie Nature & Science Center
28728 Wolf RdClevelandOH44140NCTo support non-profit operations$10,000
Lake Ridge Academy
37501 Center Ridge RdNorth RidgevilleOH44039NCTo support non-profit operations$5,005
Med Share
3240 Clifton Springs RdDecaturGA30034NCTo support non-profit operations$2,000
Memorial Sloan Kettering Cancer Center
PO Box 5028HagerstownMD217415028NCTo support non-profit operations$2,000
Project Esperanza
1291 Valley Mill RdWinchesterVA22602NCTo support non-profit operations$2,000
Earth Justice
180 Steuart St 194330San FranciscoCA94105NCTo support non-profit operations$2,000
Skidmore College
815 N BroadwaySaratoga SpringsNY12866NCTo support non-profit operations$3,000
Sweet Briar College
134 Chapel RoadSweet BriarVA24595NCTo support non-profit operations$13,000
Western Reserve Land Conservancy
3850 Chagrin River RoadMoreland HillsOH440221131NCTo support non-profit operations$3,000
Winchester Little Theatre
315 Boscawen StreetWinchesterVA22601NCTo support non-profit operations$3,000
World Central Kitchen
200 Massachusetts Ave NWWashingtonDC20001NCTo support non-profit operations$3,000
Emanuel Food Pantry
2504 N Roxboro StDurhamNC27704NCTo support non-profit operations$5,200
Achievement Center for Children
4255 Northfield RoadHighland HillsOH44128NCTo support non-profit operations$1,500
Akron Children's Hospital Foundation
1 Perkins SquareAkronOH44308NCTo support non-profit operations$2,000
American Cancer Society
10501 Euclid AvenueClevelandOH44106NCTo support non-profit operations$2,000
American Heart Association
1375 E 9th St Ste 600ClevelandOH441141785NCTo support non-profit operations$2,000
American Lung Association of NE Ohio
5755 Granger Rd Suite 905IndependenceOH44131NCTo support non-profit operations$1,000
American Red Cross
501 W Market StreetAkronOH44303NCTo support non-profit operations$2,000
Beech Brook
3737 Lander RdClevelandOH44124NCTo support non-profit operations$1,000
Bellefaire JCB
22001 Fairmount BlvdClevelandOH44118NCTo support non-profit operations$1,000
City Mission
5310 Carnegie AveClevelandOH441034360NCTo support non-profit operations$1,000
College of Wooster
1012 Beall AveWoosterOH44691NCTo support non-profit operations$10,000
Goodwill Industries of Akron Inc
3500 Medina RdMedinaOH44256NCTo support non-profit operations$750
Hadley School for the Blind
7000 Elm StWinnetkaIL600932554NCTo support non-profit operations$1,000
Kidney Foundation of Ohio
2831 Prospect AveClevelandOH44115NCTo support non-profit operations$1,000
The Hattie Larlham Foundation Inc
9772 Diagonal RoadMantuaOH442551200NCTo support non-profit operations$1,500
Blood Cancer United
PO Box 22324New YorkNY10087NCTo support non-profit operations$1,000
Little City
1760 W Algonquin RoadPalatineIL60067NCTo support non-profit operations$500
Lutheran Metropolitan Ministry
4100 Franklin BlvdClevelandOH441132895NCTo support non-profit operations$1,000
Multiple Sclerosis Society
6155 Rockside Road 202IndependenceOH44131NCTo support non-profit operations$1,000
Muscular Dystrophy Assoc of America
1016 W Jackson Blvd 1073ChicagoIL60607NCTo support non-profit operations$1,000
Prevent Blindness
6803 Mayfield Rd Ste 111ClevelandOH44124NCTo support non-profit operations$1,000
Salvation Army
4196 Center RoadBrunswickOH44212NCTo support non-profit operations$3,000
St Labre Indian School
Tongue River RoadAshlandMT590041001NCTo support non-profit operations$750
St Rita School for the Deaf
1720 Glendale-Milford RoadCincinnatiOH45215NCTo support non-profit operations$750
St Joseph's Indian School
1301 N Main StChamberlainSD57325NCTo support non-profit operations$500
UH Rainbow Babies & Children's Foundation
11100 Euclid AvenueClevelandOH44106NCTo support non-profit operations$2,000
University of the Cumberlands
6178 College Station DrWilliamsburgKY407699990NCTo support non-profit operations$3,000
Warren Wilson College
701 Warren Wilson RoadSwannanoaNC287782099NCTo support non-profit operations$1,500
MD Public TV
PO Box 13183BaltimoreMD212033183NCTo support non-profit operations$100
WAMU-FM
PO Box 17539BaltimoreMD21297NCTo support non-profit operations$200
Clarke County Historical Association
P O Box 306BerryvilleVA22611NCTo support non-profit operations$200
Eastern Virginia Med School Foundation
P O Box 5NorfolkVA235010005NCTo support non-profit operations$500
Public Broadcasting Service- WETA
P O Box 96100WashingtonDC200777455NCTo support non-profit operations$500
Disabled American Veterans
P O Box 14301CincinnatiOH452500301NCTo support non-profit operations$515
Wounded Warrior Project
P O Box 758517TopekaKS66675NCTo support non-profit operations$618
The Museum of Shenandoah Valley
901 Amherst StWinchesterVA22601NCTo support non-profit operations$824
Project HOPE
1220 19th St NW Suite 800WashingtonDC20036NCTo support non-profit operations$1,584
Blue Ridge Care
333 West Cork Street Suite 405WinchesterVA226013876NCTo support non-profit operations$2,137
Grace Episcopal Church of Berryville
PO Box 678BerryvilleVA226110678NCTo support non-profit operations$2,575
Amherst College
PO Box 2228AmherstMA01002NCTo support non-profit operations$2,000
National Wildlife Federation
P O Box 1637MerrifieldVA221169894NCTo support non-profit operations$309
Blue Ridge Wildlife Center
106 Island Farm LaneBoyceVA22620NCTo support non-profit operations$618
Girls on the Run of Winchester Inc
420 Glen Lea CourtWinchesterVA22601NCTo support non-profit operations$1,556
Clarke Co Conservation Easement Auth
101 Chalmers CourtBerryvilleVA22611NCTo support non-profit operations$2,000
Dr Terry Sinclair Health Clinic
301 N Cameron St Ste 100WinchesterVA22601NCTo support non-profit operations$4,000
Shenandoah Valley Discovery Museum
19 W Cork StWinchesterVA22601NCTo support non-profit operations$1,000
The Centers' HOPE Campus
11401 Lorain AveClevelandOH44111NCTo support non-profit operations$1,500
Project Learn of Medina County
105 W Liberty Street LowerMedinaOH44256NCTo support non-profit operations$2,000
Saint Bridget of Ireland Church
1024 West Main StreetBerryvilleVA22611NCTo support non-profit operations$2,058
Winchester Union Rescue Mission
435 North Cameron StreetWinchesterVA22601NCTo support non-profit operations$2,058
The Laurel Center
P O Box 14WinchesterVA22604NCTo support non-profit operations$3,500
Smithsonian Conservation Biology Inst
1500 Remount Rd MRC5530Front RoyalVA22630NCTo support non-profit operations$3,000
Catholic Charities
200 N Glebe RoadArlingtonVA22203NCTo support non-profit operations$7,500
Mitchelville Preservation Project Inc
PO Box 21758Hilton Head IslandSC299251758NCTo support non-profit operations$2,060
Fish of Clarke County Inc
P O Box 1154BerryvilleVA22611NCTo support non-profit operations$4,000
Fort Loudoun Chapter NSDAR
118 Nassau DrWinchesterVA22602NCTo support non-profit operations$1,500
Fremont Street Nursery
533 Fremont StreetWinchesterVA22601NCTo support non-profit operations$2,500
Friends of Woodstock School
P O Box 749780Los AngelesCA900749780NCTo support non-profit operations$3,000
Horseshoe Curve Benevolent Assoc
1162 Pine Grove RoadBluemontVA20135NCTo support non-profit operations$1,500
John H Enders Fire & Rescue Squad
9 S Buckmarsh StBerryvilleVA22611NCTo support non-profit operations$3,000
Josephine School Community Museum
PO Box 423BerryvilleVA22611NCTo support non-profit operations$1,000
Lord Fairfax Soil & Water Conser Dist
722B East Queen StreetStrasburgVA226572439NCTo support non-profit operations$400
Main Street Chamber Orchestra
323 South Church StreetBerryvilleVA22611NCTo support non-profit operations$1,000
Northern Virginia 4-H Ed Center
600 4-H Center DriveFront RoyalVA22630NCTo support non-profit operations$1,000
Powhatan School
49 Powhatan LaneBoyceVA22620NCTo support non-profit operations$10,000
Proctor Academy
P O Box 500AndoverNH03216NCTo support non-profit operations$2,000
Ludhiana Christian Medical College Board
P O Box 6275EvanstonIL60204NCTo support non-profit operations$1,000
Seniors First
207 Mosby LnFront RoyalVA22630NCTo support non-profit operations$1,500
Treasurer of Clarke County
P O Box 537BerryvilleVA22611NCTo support non-profit operations$4,000
Virginia Avenue Charlotte
550 Virginia AveWinchesterVA22601NCTo support non-profit operations$3,600
Westtown School
975 Westtown RoadWest ChesterPA19382NCTo support non-profit operations$300
World Ocean School
P O Box 51091BostonMA02205NCTo support non-profit operations$1,000
Blue Ridge Habitat for Humanity
443 Millwood AveWinchesterVA22601NCTo support non-profit operations$2,000
WMC Foundation Angel Fund
220 Campus Blvd Suite 402AWinchesterVA22601NCTo support non-profit operations$1,000
Wadsworth Square Foundation
151 Main StreetWadsworthOH44281NCTo support non-profit operations$150
Special Olympics - Ohio
3303 Winchester PikeColumbusOH43232NCTo support non-profit operations$1,000
Barns of Rose Hill
PO Box 738BerryvilleVA22611NCTo support non-profit operations$5,000
Blue Ridge Fire & Rescue Co
PO Box 216BluemontVA20135NCTo support non-profit operations$3,000
Blue Ridge Studio for the Performing Arts
5 East Main StreetBerryvilleVA22611NCTo support non-profit operations$800
CCAP
P O Box 2112WinchesterVA22604NCTo support non-profit operations$3,000
Clarke County Library
101 Chalmers CtBerryvilleVA22611NCTo support non-profit operations$1,500
George Washington's Mount Vermon
P O Box 110Mount VernonVA23187NCTo support non-profit operations$1,500
Arthritis Foundation- NE Ohio
30775 Bainbridge Rd Ste 210SolonOH44139NCTo support non-profit operations$2,000
Project CURE
10377 East Geddes Ave Suite 200CentennialCO80112NCTo support non-profit operations$2,000
Clarke Co Humane Foundation
PO Box 713BerryvilleVA22611NCTo support non-profit operations$600
Wildlife Veterinary Care
P O Box 288MillwoodVA22646NCTo support non-profit operations$1,000
Sacred Heart Academy
110 Keating DriveWinchesterVA22601NCTo support non-profit operations$1,000
4-H Club of Clarke County
101 Chalmers CourtBerryvilleVA22611NCTo support non-profit operations$2,000
American University- WAMU-FM
PO Box 98101WashingtonDC200908101NCTo support non-profit operations$200
Blue Ridge Hospice Inc
333 West Cork Street 405WinchesterVA22601NCTo support non-profit operations$2,137
Clarke County Humane Foundation
PO Box 713BerryvilleVA22611NCTo support non-profit operations$600
Eastern Virginia Med School Foundation
P O Box 5NorfolkVA235010005NCTo support non-profit operations$500
Maryland Public Television
P O Box 13183BaltimoreMD212033183NCTo support non-profit operations$100
The Museum of Shenandoah Valley
901 Amherst StWinchesterVA22601NCTo support non-profit operations$824
Trout Unlimited
PO Box 7400Woolly BuggerWV254387400NCTo support non-profit operations$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$449,225TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$37,851UnrelatedBusinessTaxblIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$172,898UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business900099BusinessCd
Unrelated Business Taxbl Incm$20,164UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$230,913UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$230,913TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
4Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.
8Income is used to purchase/manage investments to make funding available to disburse grant funds to non-profit Organizations.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting feesCategoryTxt
Amt$3,420Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyComputerPropertyDesc
Acquired2008-01-01AcquiredDt
Cost Or Other Basis$1,232CostOrOtherBasisAmt
Prior Year Depreciation$1,232PriorYearDepreciationAmt
Computation Methodstraight lineComputationMethodTxt
Life0000000005.000000000000LifeRt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Stifel Equities$4,521,025$4,521,025
Stifel Preferreds$178,368$178,368
Stifel Fixed Income$379,894$379,894
Stifel Mutual Funds$124,824$124,824
Stifel Smart Rate Program$264,385$264,385

Investments Other Schedule2 InvestmentsOtherSchedule2

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemComputerCategoryOrItemTxt
Cost Or Other Basis$1,232CostOrOtherBasisAmt
Accumulated Depreciation$1,232AccumulatedDepreciationAmt

Other Assets Schedule OtherAssetsSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Broker/Bank fees$79
FIling fees$200
Postage$156

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Unrealized gain$310,215
Voided checks from BOY$772

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$3,186Amt

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