Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
SAINT LUKE'S FOUNDATION OF CLEVELAND OH
 
Number and street (or P.O. box number if mail is not delivered to street address)11327 SHAKER BLVD STE NO 600W
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLEVELAND, OH44104
A Employer identification number

34-0714513
B Telephone number (see instructions)

(216) 431-8010
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$208,484,161J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,172
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 636,922 1,006,278  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,739,446
b Gross sales price for all assets on line 6a 36,088,787
7 Capital gain net income (from Part IV, line 2)... 6,739,446
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 7,379,540 7,745,724 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 319,638 0 0 294,498
14 Other employee salaries and wages...... 760,475 0 0 810,581
15 Pension plans, employee benefits....... 278,122 0 0 278,122
16a Legal fees (attach schedule)......... Click to see attachment 2,587 0 0 2,587
b Accounting fees (attach schedule)....... Click to see attachment 74,385 0 0 74,385
c Other professional fees (attach schedule).... Click to see attachment 1,172,727 729,078 0 79,110
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 104,465 0 0 0
19 Depreciation (attach schedule) and depletion... 37,592 0 0
20 Occupancy.............. 127,790 0 0 127,790
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,135 0 0 1,135
23 Other expenses (attach schedule)....... Click to see attachment 197,486 0 0 197,486
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,076,402 729,078 0 1,865,694
25 Contributions, gifts, grants paid....... 6,512,486 6,512,486
26 Total expenses and disbursements. Add lines 24 and 25 9,588,888 729,078 0 8,378,180
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,209,348
b Net investment income (if negative, enter -0-) 7,016,646
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,894,471 1,397,591 1,397,591
2 Savings and temporary cash investments......... 159,680    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 17,362 22,922 22,922
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 141,511 0 0
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 184,072,636 Click to see attachment206,626,829 206,626,829
14 Land, buildings, and equipment: basis bullet832,648
Less: accumulated depreciation (attach schedule) bullet642,018 230,200 Click to see attachment190,630 190,630
15 Other assets (describe bullet) Click to see attachment258,348 Click to see attachment246,189 Click to see attachment246,189
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 186,774,208 208,484,161 208,484,161
Liabilities 17 Accounts payable and accrued expenses.......... 619,781 370,596
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment43,639 Click to see attachment60,421
23 Total liabilities (add lines 17 through 22)......... 663,420 431,017
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 177,314,489 199,165,795
25 Net assets with donor restrictions............ 8,796,299 8,887,349
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 186,110,788 208,053,144
30 Total liabilities and net assets/fund balances (see instructions). 186,774,208 208,484,161
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
186,110,788
2
Enter amount from Part I, line 27a .....................
2
-2,209,348
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
24,151,704
4
Add lines 1, 2, and 3 ..........................
4
208,053,144
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
208,053,144
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAMBRIDGE COMMINGLED FUND P 2019-01-01 2020-12-31
b CAMBRIDGE COMMON STOCK P 2019-01-01 2020-12-31
c CAMBRIDGE DEPOSITORY RECEIPT P 2019-01-01 2020-12-31
d CAMBRIDGE FINANCIAL COMMODITY FUTURE P 2019-01-01 2020-12-31
e CAMBRIDGE HEDGE FUND P 2019-01-01 2020-12-31
CAMBRIDGE MUTUAL FUND OPEN END P 2019-01-01 2020-12-31
CAMBRIDGE PHYSICAL INDEX FUTURE P 2019-01-01 2020-12-31
CAMBRIDGE PRIVATE EQUITY FUND P 2019-01-01 2020-12-31
CAMBRIDGE RIGHTS P 2019-01-01 2020-12-31
PUBLIC SECURITIES P 2019-01-01 2020-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,044,521   16,392,354 -347,833
b 8,678,638   8,285,891 392,747
c 502,339   477,585 24,754
d 270,161     270,161
e 2,097,699   1,714,177 383,522
789,998     789,998
1,286,401     1,286,401
6,419,030   2,197,496 4,221,534
    10,025 -10,025
    271,813 -271,813
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -347,833
b       392,747
c       24,754
d       270,161
e       383,522
      789,998
      1,286,401
      4,221,534
      -10,025
      -271,813
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,739,446
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 97,531
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 97,531
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 97,531
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 260,768
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 260,768
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 163,237
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet163,237 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SAINTLUKESFOUNDATION.ORG
    14
    The books are in care ofbulletELIZABETH HONOLD Telephone no.bullet (216) 431-8010

    Located atbullet11327 SHAKER BLVD STE NO 600WCLEVELANDOH ZIP+4bullet44104
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TERRY ALLAN SECRETARY
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    LUIS CARTAGENA TREASURER
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    DIANA CENTENO-GOMEZ TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    JAWANZA COLVIN VICE CHAIR
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    JEFFREY K PATTERSON TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    COLLEEN M COTTER BOARD CHAIR
    4.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    JANUS SMALL TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    EMILY DRAKE VICE CHAIR
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    ANN FARRALL TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    KHALILAH WORLEY TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    PATRICK KANARY TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    GEORGE MATEYO TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    LORI MCCLUNG TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    TIMOTHY MILANICH TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    ANN O'BRIEN TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    ZULMA ZABALA TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    ANNE GOODMAN PREDECESSOR PRESIDENT AND CEO
    40.00     		160,566 7,185 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    ROBERT FISCHER TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    SHARYNA CLOUD TRUSTEE
    1.00     		0 0 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    TIMOTHY L TRAMBLE SR SUCCESSOR PRESIDENT AND CEO
    40.00     		119,207 4,395 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    HEATHER TOROK VICE PRESIDENT FOR P
    40.00     		184,683 18,136 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    ELIZABETH HONOLD FINANCE DIRECTOR
    30.00     		141,118 7,427 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    CHRISTIE MANNING SENIOR PROGRAM OFFIC
    40.00     		120,146 21,711 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    KATHLEEN DEAN SR DIR - EVAL, OUTCO
    40.00     		121,402 5,125 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    KRISTEN SUMMERS SENIOR GRANTS MANAGE
    40.00     		82,356 23,161 0
    11327 SHAKER BOULEVARD SUITE 600W
    CLEVELAND,OH44104
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CAMBRIDGE ASSOCIATES LLC INVESTMENTS 519,033
    125 HIGH STREET OLIVER STREET TOWER
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    175,650,246
    b
    Average of monthly cash balances.......................
    1b
    1,487,150
    c
    Fair market value of all other assets (see instructions)................
    1c
    91,777
    d
    Total (add lines 1a, b, and c).........................
    1d
    177,229,173
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    177,229,173
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,658,438
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    174,570,735
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    8,728,537
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    8,728,537
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    97,531
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    97,531
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    8,631,006
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    8,631,006
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    8,631,006
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    8,378,180
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    8,378,180
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    8,378,180
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 8,631,006
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 2,293,368
    b From 2016...... 4,446,469
    c From 2017...... 4,999,527
    d From 2018......  
    e From 2019...... 201,356
    fTotal of lines 3a through e........ 11,940,720
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 8,378,180
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 8,378,180
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 252,826 252,826
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 11,687,894
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		2,040,542
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		9,647,352
    10 Analysis of line 9:
    a Excess from 2016.... 4,446,469
    b Excess from 2017.... 4,999,527
    c Excess from 2018....  
    d Excess from 2019.... 201,356
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    FOR QUESTIONS CONTACT KRISTEN SUMME
    11327 SHAKER BLVD STE 600W
    CLEVELAND,OH44104
    (216) 431-8010
    WWW.SAINTLUKESFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    ALL APPLICATIONS ARE ACCEPTED VIA ONLINE APPLICATION FOUND AT WWW.SAINTLUKESFOUNDATION.ORG. PAPER COPIES ARE NOT ACCEPTED.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION DOES NOT FUND: - INDIVIDUALS - RELIGIOUS ORGANIZATIONS FOR RELIGIOUS OR EVANGELICAL PURPOSES - PROJECTS OUTSIDE CUYAHOGA COUNTY THAT DO NOT DIRECTLY BENEFIT CUYAHOGA COUNTY RESIDENTS - FUNDRAISING EVENTS - ENDOWMENT FUNDS - BIOMEDICAL RESEARCH - DEBT RETIREMENT OR REDUCTION - FUNDING SHORTFALLS - LOBBYING - PRIVATE FOUNDATIONS OR PUBLIC CHARITIES WITH A 509(A)(3), TYPE III., NON-FUNCTIONALLY INTEGRATED DESIGNATED WITH THE IRS. - ORGANIZATIONS THAT IN THEIR CONSTITUTION, BY-LAWS OR PRACTICES DISCRIMINATE AGAINST A PERSON OR GROUP ON THE BASIS OF AGE, RACE, NATIONAL ORIGIN, ETHNICITY, GENDER, DISABILITY, SEXUAL ORIENTATION, POLITICAL AFFILIATION OR RELIGIOUS BELIEF
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADOPTION NETWORK CLEVELAND
    4614 PROSPECT AVE SUITE 550
    CLEVELAND,OH44103     		NONE PC ADOPTION NETWORK CLEVELAND PROGRAMS FOR ADOPTIVE, FOSTER AND KINSHIP CHILDREN AND FAMILIES 43,000
    BEAUTIFUL FLOWERS INC
    2910 WARRENSVILLE CENTER RD
    SHAKER HEIGHTS,OH44122     		NONE PC ENTREPRENEUR 180 COURSE FOR ASPIRING AND NEW ENREPRENEURS 15,000
    BETTER HEALTH PARTNERSHIP
    PO BOX 609655
    CLEVELAND,OH44109     		NONE PC OPERATING SUPPORT 56,500
    BIRTHING BEAUTIFUL COMMUNITIES
    1464 EAST 105
    CLEVELAND,OH44106     		NONE PC OPERATING SUPPORT 45,000
    BLACK PROFESSIONAL ASSOCIATION CHARITABLE FOUNDATION INC
    2930 PROSPECT AVE E
    CLEVELAND,OH441152608     		NONE PC 40TH ANNIVERSARY GALA SUPPORT FOR SCHOLARSHIPS 15,000
    BOYS AND GIRLS CLUBS OF NORTHEAST OHIO
    6114 BROADWAY AVE
    CLEVELAND,OH44127     		NONE PC OPERATING SUPPORT 96,000
    BURTEN BELL CARR DEVELOPMENT INC
    7201 KINSMAN ROAD
    CLEVELAND,OH44104     		NONE PC IN HONOR OF ANNE GOODMAN 5,000
    BURTEN BELL CARR DEVELOPMENT INC
    7201 KINSMAN ROAD
    CLEVELAND,OH44104     		NONE PC COVID-19 RESPONSE TO CREATION OF PPE 500
    BURTEN BELL CARR DEVELOPMENT INC
    7201 KINSMAN ROAD
    CLEVELAND,OH44104     		NONE PC BUCKEYE SHAKER COMMUNITY DEVELOPMENT SERVICES STRATEGY 286,476
    BURTEN BELL CARR DEVELOPMENT INC
    7201 KINSMAN ROAD
    CLEVELAND,OH44104     		NONE PC EAST 128TH ST. BLOCK CLUB ASSOC. LARRY MANNO MEMORIAL ROSE GARDEN PROJECT 7,000
    CALVARY HILL EDUCATIONAL CENTER DBA BUCKEYE MINISTRY IN MISSIONS ALLIANCE
    2765 WOODHILL RD
    CLEVELAND,OH44104     		NONE PC BUCKEYE POCKET PARKS CARE (YEAR 2) 5,700
    CASE WESTERN RESERVE UNIVERSITY
    10900 EUCLID AVENUE
    CLEVELAND,OH441067232     		NONE PC COVID19 INFECTION PREVENTION PRACTICE EDUCATIONAL MATERIALS FOR SLF TARGET NEIGHBORHOODS 15,000
    CASE WESTERN RESERVE UNIVERSITY
    OFFICE OF FOUNDATION RELATIONS
    CLEVELAND,OH441067232     		NONE PC FOR PERI (PARTNERSHIP FOR EVALUATION, RESEARCH AND IMPLEMENTATION)/ IN HONOR OF ANNE GOODMAN 5,000
    CASE WESTERN RESERVE UNIVERSITY
    OFFICE OF FOUNDATION RELATIONS
    CLEVELAND,OH441067232     		NONE PC FIRST YEAR CLEVELAND EQUITY STRATEGY PLAN 2021-2023 50,000
    CENTERS FOR FAMILIES AND CHILDREN
    4500 EUCLID AVENUE
    CLEVELAND,OH44103     		NONE PC IMPROVING WRAPAROUND SERVICES AT HARVEY RICE 70,000
    CHILDREN'S DEFENSE FUND-OHIO
    395 E BROAD STREET SUITE 330
    COLUMBUS,OH43215     		NONE PC 2020 CENSUS - AWARENESS BUILDING IN HARD TO COUNT COMMUNITIES 20,000
    CHN HOUSING CAPITAL
    2999 PAYNE AVE
    CLEVELAND,OH44114     		NONE PC PRI AND GRANT FOR LEAD SAFE CLEVELAND COALITION LOAN FUND 150,000
    CHN HOUSING PARTNERS
    2999 PAYNE AVE SUITE 306
    CLEVELAND,OH44114     		NONE PC STRATEGIC INITIATIVES IN ECONOMIC MOBILITY 105,000
    CITY CLUB OF CLEVELAND
    850 EUCLID AVE
    CLEVELAND,OH441143304     		NONE PC HEALTH EQUITY SERIES 22,500
    CITY YEAR
    3615 SUPERIOR AVENUE
    CLEVELAND,OH44114     		NONE PC AMERICORPS MEMBERS TO SEE JUST MERCY 700
    CITY YEAR
    3615 SUPERIOR AVENUE
    CLEVELAND,OH44114     		NONE PC WHOLE SCHOOL WHOLE CHILD AT HARVEY RICE SCHOOL AND JOHN ADAMS COLLEGE AND CAREER ACADEMY 35,000
    CLEVELAND CITY PLANNING COMMISSION
    601 LAKESIDE AVE
    CLEVELAND,OH44114     		NONE PC BUCKEYE ROAD TLCI 10,000
    CLEVELAND LEADERSHIP CENTER
    PO BOX 23613
    CLEVELAND,OH44022     		NONE PC DEVELOPING LEADERSHIP FOR OUR COMMUNITY 7,000
    CLEVELAND LEADERSHIP CENTER
    PO BOX 23613
    CLEVELAND,OH44022     		NONE PC IN HONOR OF ANNE GOODMAN 5,000
    CLEVELAND NEIGHBORHOOD PROGRESS INC
    11327 SHAKER BOULEVARD SUITE 500W
    CLEVELAND,OH44104     		NONE PC ADVANCING COMPREHENSIVE COMMUNITY DEVELOPMENT 100,000
    CLEVELAND NEIGHBORHOOD PROGRESS INC
    11327 SHAKER BOULEVARD SUITE 500W
    CLEVELAND,OH44104     		NONE PC FISCAL SPONSORSHIP - MOUNT PLEASANT FINANCIAL AND ASSET MANAGEMENT CAPACITY DEVELOPMENT 100,000
    CLEVELAND NEIGHBORHOOD PROGRESS INC
    11327 SHAKER BOULEVARD SUITE 500W
    CLEVELAND,OH44104     		NONE PC ADVANCING COMPREHENSIVE COMMUNITY DEVELOPMENT 81,000
    CLEVELAND POLICE FOUNDATION
    2301 PAYNE AVENUE SUITE 201
    CLEVELAND,OH44114     		NONE PC 2020 FOURTH DISTRICT CULTURAL TRANSFORMATION PROJECT 110,000
    CLEVELAND PUBLIC THEATRE
    6415 DETROIT AVENUE
    CLEVELAND,OH44102     		NONE PC CLEVELAND ACT NOW (FORMERLY BRICK CITY THEATRE) AT WOODHILL HOMES 9,495
    CLEVELAND TRANSFORMATION ALLIANCE
    1240 HURON RD SUITE 400
    CLEVELAND,OH44115     		NONE PC CLEVELAND TRANSFORMATION ALLIANCE AMBASSADOR PROGRAM 7,000
    COLLEGE NOW GREATER CLEVELAND INC
    1500 WEST 3RD STREET STE 125
    OHIO,OH44113     		NONE PC ADULT PROGRAMS & SERVICES 50,000
    CUYAHOGA METROPOLITAN HOUSING AUTHORITY
    8120 KINSMAN AVE
    CLEVELAND,OH44104     		NONE PC IN HONOR OF DR. ARTHUR LAVIN/GIFT TO THE EARLY CHILDHOOD LEARNING CENTER AT WOODHILL HOMES 5,000
    CUYAHOGA METROPOLITAN HOUSING AUTHORITY
    8120 KINSMAN AVE
    CLEVELAND,OH44104     		NONE PC POLICE ASSISTED REFERRAL PROGRAM (PAR) 103,850
    CUYAHOGA METROPOLITAN HOUSING AUTHORITY
    8120 KINSMAN AVE
    CLEVELAND,OH44104     		NONE PC BUCKEYE-WOODHILL CHOICE NEIGHBORHOOD IMPLEMENTATION 200,000
    DOAN BROOK WATERSHED PARTNERSHIP
    12200 FAIRHILL RD
    CLEVELAND,OH44120     		NONE PC OPERATING SUPPORT 25,000
    DOMESTIC VIOLENCE AND CHILD ADVOCACY CENTER
    PO BOX 5466
    CLEVELAND,OH44101     		NONE PC COVID19 SURGE RESPONSE 10,000
    DOMESTIC VIOLENCE AND CHILD ADVOCACY CENTER
    PO BOX 5466
    CLEVELAND,OH44101     		NONE PC OPERATING SUPPORT 105,000
    EAST END NEIGHBORHOOD HOUSE
    2749 WOODHILL ROAD
    CLEVELAND,OH44104     		NONE PC COVID19 EMERGENCY RESPONSE 25,000
    EAST END NEIGHBORHOOD HOUSE
    2749 WOODHILL ROAD
    CLEVELAND,OH44104     		NONE PC "OPERATING SUPPORT " 130,000
    EAST END NEIGHBORHOOD HOUSE
    2749 WOODHILL ROAD
    CLEVELAND,OH44104     		NONE PC THE UBUNTU GATHERING PLACE 50,000
    ECONOMIC GROWTH FOUNDATION
    1240 HURON RD
    CLEVELAND,OH44115     		NONE PC NONPROFIT SUPPORT TO ACCESS PPP (PAYROLL PROTECTION PLAN) VIA THE CARES ACT 5,000
    EDWINS LEADERSHIP & RESTAURANT INSTITUTE
    13101 SHAKER SQUARE
    CLEVELAND,OH44120     		NONE PC OPERATING SUPPORT- CULINARY CAREER PATHWAYS LEADING TO FAIR AND EQUAL FUTURES 66,500
    EMERALD DEVELOPMENT & ECONOMIC NETWORK INC
    7812 MADISON AVE
    CLEVELAND,OH44102     		NONE PC OPERATING SUPPORT 40,000
    ENTERPRISE COMMUNITY PARTNERS
    1360 E 9TH STREET SUITE 510
    CLEVELAND,OH44106     		NONE PC ENTERPRISE LEAD POISONING PREVENTION INITIATIVE 143,000
    ENVIRONMENTAL HEALTH WATCH
    5802 DETROIT AVE STE 1U
    CLEVELAND,OH44102     		NONE PC OPERATING SUPPORT 68,000
    ESPERANZA INCORPORATED
    3104 WEST 25 STREET
    CLEVELAND,OH44109     		NONE PC ESPERANZA: FAMILY ENGAGEMENT IN EDUCATION 118,000
    EUCLID PUBLIC LIBRARY
    631 EAST 22ND STREET
    EUCLID,OH44123     		NONE PC COUNT ON US: A COLLABORATIVE PROJECT OF LIBRARIES ACROSS NORTHEAST OHIO 15,000
    FAIRHILL PARTNERS
    12200 FAIRHILL ROAD
    CLEVELAND,OH44120     		NONE PC OPERATING SUPPORT 47,000
    FAMILY CONNECTIONS
    19824 SUSSEX ROAD
    SHAKER HEIGHTS,OH44120     		NONE PC OPERATING SUPPORT 52,000
    FAMILY PROMISE
    3470 EAST 152ND STREET
    CLEVELAND,OH44120     		NONE PC GENERAL OPERATING 45,000
    GOLDENROD MONTESSORI
    12202 SUMMERLAND AVE
    CLEVELAND,OH44111     		NONE PC GOLDENROD MONTESSORI PROGRAM FUNDS 12,000
    GREATER CLEVELAND CONGREGATIONS
    6114 FRANCIS AVE
    CLEVELAND,OH44127     		NONE PC OPERATING SUPPORT 47,000
    GREATER CLEVELAND FOOD BANK
    15500 S WATERLOO RD
    CLEVELAND,OH44110     		NONE PC COVID RESPONSE 25,000
    GREATER CLEVELAND FOOD BANK
    15500 S WATERLOO RD
    CLEVELAND,OH44110     		NONE PC IN HONOR OF ANNE GOODMAN 10,000
    GREATER CLEVELAND FOOD BANK
    15500 S WATERLOO RD
    CLEVELAND,OH44110     		NONE PC STRATEGIC PLAN IMPLEMENTATION 309,000
    GREATER CLEVELAND HABITAT FOR HUMANITY
    2110 WEST 110TH STREET
    CLEVELAND,OH44102     		NONE PC EMERGENCY MORTGAGE RELIEF FUND (IN LIGHT OF COVID) 12,000
    GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION
    1814 EAST 40TH STREET
    CLEVELAND,OH44103     		NONE PC CLOTH MASKS FOR UNDER-RESOURCED COMMUNITIES: COVID-19 CLEVELAND 25,000
    GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION
    1814 EAST 40TH STREET
    CLEVELAND,OH44103     		NONE PC IN HONOR OF ANNE GOODMAN 10,000
    GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION
    1814 EAST 40TH STREET
    CLEVELAND,OH44103     		NONE PC CLEVELAND VOTES, FISCALLY SPONSORED BY GCNCA (GENERAL OPERATING SUPPORT) 71,250
    HEALTH POLICY INSTITUTE OF OHIO
    140 EAST TOWN STREET
    COLUMBUS,OH43215     		NONE PC OPERATING SUPPORT 113,000
    HFLA OF NORTHEAST OHIO
    23300 CHAGRIN BLVD SUITE 204
    BEACHWOOD,OH44122     		NONE PC GENERAL OPERATING SUPPORT IN REPSONSE TO COVID-19 25,000
    HFLA OF NORTHEAST OHIO
    23300 CHAGRIN BLVD SUITE 204
    BEACHWOOD,OH44122     		NONE PC OPERATING SUPPORT 33,250
    HOME REPAIR RESOURCE CENTER
    2520 NOBLE ROAD
    CLEVELAND HEIGHTS,OH44121     		NONE PC CONTINUING TO BUILD STRONGER NEIGHBORHOODS INITIATIVE 30,000
    IOBY
    540 PRESIDENT STREET
    BROOKLYN,NY11215     		NONE PC IOBY CLEVELAND OPERATING SUPPORT 2019-2020 38,000
    JARVIS GIBSON FOUNDATION
    PO BOX 6673
    CLEVELAND,OH44101     		NONE PC GO TO HIGH SCHOOL GO TO COLLEGE/HONORABLE MEN OF TOMORROW MENTORING PROGRAM 12,000
    LAND STUDIO
    1939 W 25TH STREET 200
    CLEVELAND,OH44113     		NONE PC LAND STUDIO 2020 PROJECT AND PROGRAM DELIVERY 90,000
    MENTAL HEALTH AND ADDICTION ADVOCACY COALITION
    4500 EUCLID AVE
    CLEVELAND,OH44103     		NONE PC OPERATING SUPPORT 72,000
    METROHEALTH FOUNDATION
    2500 METROHEALTH DRIVE
    CLEVELAND,OH44109     		NONE PC INSTITUTE FOR H.O.P.E. (HEALTH, OPPORTUNITY, PARTNERSHIP AND EMPOWERMENT)/ IN HONOR OF ANNE GOODMAN 10,000
    MT PLEASANT NOW DEVELOPMENT CORPORATION
    13815 KINSMAN AVENUE
    CLEVELAND,OH44120     		NONE PC THE MT. PLEASANT NOW 2020 ACTION PLAN 15,000
    NEIGHBORHOOD LEADERSHIP INSTITUTE
    5246 BROADWAY AVENUE
    CLEVELAND,OH44127     		NONE PC CIVIC EDUCATION/LEADERSHIP DEVELOPMENT 50,000
    ORGANIZEOHIO
    3500 LORAIN 501A
    CLEVELAND,OH44113     		NONE PC MURAL PROJECT: YOUTH REFLECT ON COMMUNITY AND CELEBRATE E. 130TH STREET THROUGH PUBLIC ART 7,000
    PASSAGES CONNECTING FATHERS AND SONS INC
    4600 CARNEGIE AVE
    CLEVELAND,OH44103     		NONE PC JOBS FOR DADS AND MOMS (JFDM) 73,000
    PHILANTHROPY OHIO
    500 SOUTH FRONT STREET SUITE 900
    COLUMBUS,OH432157628     		NONE PC 2019 PHILANTHROPY OHIO GENERAL OPERATING SUPPORT 20,000
    POLICY MATTERS OHIO
    3631 PERKINS AVENUE SUITE 4C-EAST
    CLEVELAND,OH44114     		NONE PC OPERATING SUPPORT 110,000
    SEE YOU AT THE TOP
    4550 LEE ROAD
    CLEVELAND,OH44122     		NONE PC IN HONOR OF ANNE GOODMAN 5,000
    SEE YOU AT THE TOP
    4550 LEE ROAD
    CLEVELAND,OH44122     		NONE PC OPERATING SUPPORT 36,000
    SEEDS OF LITERACY
    3104 W 25TH ST STE 3
    CLEVELAND,OH44109     		NONE PC PC'S FOR EASTSIDE LOCATION 11,220
    SEEDS OF LITERACY
    3104 W 25TH ST STE 3
    CLEVELAND,OH44109     		NONE PC OPERATING SUPPORT 40,000
    STANDUP FOR CHANGE
    7100 KINSMAN RD
    CLEVELAND,OH44104     		NONE PC NO INVISIBLE PEOPLE 15,000
    SUITE 1300 SERVICES INC DBA NEIGHBORHOOD CONNECTIONS
    1422 EUCLID AVENUE SUITE 1300
    CLEVELAND,OH44115     		NONE PC FOOD ACCESS RAISES EVERYONE 15,000
    SUITE 1300 SERVICES INC DBA NEIGHBORHOOD CONNECTIONS
    1422 EUCLID AVENUE SUITE 1300
    CLEVELAND,OH44115     		NONE PC COVID RESPONSE, MINI GRANTS FOR RESIDENT NEEDS 25,000
    SUITE 1300 SERVICES INC DBA NEIGHBORHOOD CONNECTIONS
    1422 EUCLID AVENUE SUITE 1300
    CLEVELAND,OH44115     		NONE PC THE FOOD ACCESS RAISES EVERYONE (FARE) PROJECT 50,000
    SUITE 1300 SERVICES INC DBA NEIGHBORHOOD CONNECTIONS
    1422 EUCLID AVENUE SUITE 1300
    CLEVELAND,OH44115     		NONE PC NEIGHBOR UP IN GREATER BUCKEYE 112,000
    THE CENTER FOR COMMUNITY SOLUTIONS
    1501 EUCLID AVENUE STE 310
    CLEVELAND,OH44115     		NONE PC OHIO TRANSFORMATION FUND VIA CENTER FOR COMMUNITY SOLUTIONS 40,000
    THE CENTER FOR COMMUNITY SOLUTIONS
    1501 EUCLID AVENUE STE 310
    CLEVELAND,OH44115     		NONE PC OPERATING SUPPORT 125,000
    THE CLEVELAND FOUNDATION
    1422 EUCLID AVE 1300
    CLEVELAND,OH44115     		NONE PC SAINT LUKE'S FOUNDATION DONOR-ADVISED FUND 73,055
    THE CLEVELAND FOUNDATION
    1422 EUCLID AVE 1300
    CLEVELAND,OH44115     		NONE PC BUCKEYE, MT PLEASANT AND WOODLAND HILLS CENSUS RAPID RESPONSE FUND 15,000
    THE CLEVELAND FOUNDATION
    1422 EUCLID AVE 1300
    CLEVELAND,OH44115     		NONE PC PURPOSE BUILT COMMUNITIES COMMUNITY QUARTERBACK IN PARTNERSHIP WITH THE CLEVELAND FOUNDATION 67,000
    THE CLEVELAND FOUNDATION
    1422 EUCLID AVE 1300
    CLEVELAND,OH44115     		NONE PC GREATER CLEVELAND RAPID RESPONSE FUND PHASE II 150,000
    THE CLEVELAND FOUNDATION
    1422 EUCLID AVE 1300
    CLEVELAND,OH44115     		NONE PC CLEVELAND FOUNDATION SPECIAL FUNDS (BAIL PROJECT, BLACK FUTURES, DIGITAL EQUITY, AND RACIAL JUSTICE) 550,000
    THE FUND FOR OUR ECONOMIC FUTURE
    4415 EUCLID AVENUE
    CLEVELAND,OH44103     		NONE PC OPERATING SUPPORT 100,000
    THE HARVARD SQUARE CENTER
    13510 HARVARD AVENUE
    CLEVELAND,OH44105     		NONE PC YOUTH & YOUNG ADULTS COMPUTER REPAIR/TRAINING PROGRAM 10,805
    THE LEGAL AID SOCIETY OF CLEVELAND
    1223 WEST SIXTH STREET
    CLEVELAND,OH44113     		NONE PC OPERATING SUPPORT 140,000
    THE LEGAL AID SOCIETY OF CLEVELAND
    1223 WEST SIXTH STREET
    CLEVELAND,OH44113     		NONE PC THE CAMPAIGN FOR LEGAL AID 250,000
    THE MEETING PLACE LEARNING CENTER INC
    2632 E 115TH ST
    CLEVELAND,OH44104     		NONE PC OPERATING SUPPORT 30,000
    THE MEETING PLACE LEARNING CENTER INC
    2632 E 115TH ST
    CLEVELAND,OH44104     		NONE PC DISTANCED LEARNING PROGRAM 2020 15,000
    THEA BOWMAN CENTER
    11901 OAKFIELD AVENUE
    CLEVELAND,OH441051872     		NONE PC GENERAL OPERATING SUPPORT IN RESPONSE TO COVID-19 25,000
    THEA BOWMAN CENTER
    11901 OAKFIELD AVENUE
    CLEVELAND,OH441051872     		NONE PC OPERATING SUPPORT 100,000
    TOWARDS EMPLOYMENT INC
    1255 EUCLID AVENUE SUITE 300
    CLEVELAND,OH44115     		NONE PC OPERATING SUPPORT 75,000
    UNITED LABOR AGENCY INC
    737 BOLIVAR RD
    CLEVELAND,OH44115     		NONE PC NORTHERN OHIOANS FOR BUDGET LEGISLATION EQUALITY (NOBLE) 15,000
    UNIVERSITY SETTLEMENT
    4800 BROADWAY AVENUE
    CLEVELAND,OH44127     		NONE PC STRENGTHENING FAMILIES 102,185
    UPCYCLE PARTS SHOP
    6419 ST CLAIR AVE
    CLEVELAND,OH44103     		NONE PC COVID-19 SUPPORT FOR MASK MAKING FOR SLF MANOR 500
    WEST SIDE CATHOLIC CENTER
    3135 LORAIN AVE
    CLEVELAND,OH44113     		NONE PC ZACCHAEUS HOUSING SOLUTIONS 73,000
    WEST SIDE COMMUNITY HOUSE
    9300 LORAIN AVENUE
    CLEVELAND,OH44102     		NONE PC WRAP FOR SUCCESS 62,000
    WESTERN RESERVE LAND CONSERVANCY THRIVING COMMUNITIES PROGRAM
    3850 CHAGRIN RIVER ROAD
    MORELAND HILLS,OH44022     		NONE PC SAINT LUKES NEIGHBORHOOD REVITALIZATION PHASE V 125,000
    WIN MINISTRIES - WOMEN IN NEED
    144 LARIMAR DR
    EASTLAKE,OH44095     		NONE PC WOUNDED HEALER PROJECT (FISCAL SPONSOR) 5,000
    YWCA OF GREATER CLEVELAND
    4019 PROSPECT AVE
    CLEVELAND,OH44103     		NONE PC PARENT RESILIENCY THROUGH TRAUMA-INFORMED, TWO-GENERATIONAL EARLY LEARNING CENTER ENGAGEMENT 54,000
    Total .................................bullet 3a 6,512,486
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities.... 523000   14 636,922  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 6,739,446  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 7,376,368 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,376,368
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING/AUDIT/TAX FEES 74,385 0 0 74,385

    TY 2020 InvestmentsOtherSchedule2
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CAMBRIDGE SINGLE INVESTOR FUND (SIF) AT COST 206,376,829 206,376,829
    PROGRAM-RELATED INVESTMENTS AT COST 250,000 250,000

    TY 2020 LandEtcSchedule2
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 294,530 153,784 140,746 140,746
    FURNITURE 230,982 208,423 22,559 22,559
    OFFICE EQUIPMENT 62,477 53,791 8,686 8,686
    COMPUTER HARDWARE 185,260 166,730 18,530 18,530
    COMPUTER SOFTWARE 59,399 59,290 109 109


    TY 2020 LegalFeesSchedule
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS LEGAL FEES 2,587 0 0 2,587


    TY 2020 OtherAssetsSchedule
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEFERRED COMPENSATION DEPOSITS 43,639 60,421 60,421
    PREPAID TAXES 214,709 185,768 185,768


    TY 2020 OtherExpensesSchedule
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION DEVELOPMENT 133,860 0 0 133,860
    BANK FEES 13,675 0 0 13,675
    SUPPLIES 7,841 0 0 7,841
    INSURANCE 22,829 0 0 22,829
    OFFICE EXPENSES 40,193 0 0 40,193
    REFUND OF GRANT -20,912 0 0 -20,912


    TY 2020 OtherIncreasesSchedule
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 24,151,704


    TY 2020 OtherLiabilitiesSchedule
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Description Beginning of Year - Book Value End of Year - Book Value
    LIABILITY FOR DEFERRED COMPENSATION 43,639 60,421


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 1,093,617 729,078 0 0
    RETIREMENT PLAN FEES 1,913 0 0 1,913
    PAYROLL PROCESSING FEES 7,354 0 0 7,354
    CONSULTING 69,843 0 0 69,843


    TY 2020 TaxesSchedule
    Name:
    SAINT LUKE'S FOUNDATION OF CLEVELAND OH
    EIN:
    34-0714513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 104,465 0 0 0