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
THE CHAR AND CHUCK FOWLER FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)5885 LANDERBROOK DRIVE NO 300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MAYFIELD HEIGHTS, OH44124
A Employer identification number

90-0035660
B Telephone number (see instructions)

(216) 381-5896
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$27,093,812
J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 173,191 173,191  
4 Dividends and interest from securities... 286,747 286,747  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -395,073
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 326 326  
12 Total. Add lines 1 through 11........ 65,191 460,264  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 93,537 0   0
15 Pension plans, employee benefits....... 18,366 0   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 16,150 4,038   0
c Other professional fees (attach schedule).... 100,716 100,716   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,911 1,336   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,000 0   0
21 Travel, conferences, and meetings....... 15,891 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 92,683 42,919   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 355,254 149,009   0
25 Contributions, gifts, grants paid....... 3,591,700 3,591,700
26 Total expenses and disbursements. Add lines 24 and 25 3,946,954 149,009   3,591,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,881,763
b Net investment income (if negative, enter -0-) 311,255
c Adjusted net income (if negative, enter -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............. 2    
2 Savings and temporary cash investments......... 1,243,677 1,088,422 1,088,422
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,385,071 0 0
b Investments—corporate stock (attach schedule)....... 16,631,467 Click to see attachment12,976,881 17,278,415
c Investments—corporate bonds (attach schedule)....... 2,451,591 Click to see attachment6,920,982 7,146,160
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,736,756 Click to see attachment1,580,815 1,580,815
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,448,564 22,567,100 27,093,812
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
25 Net assets with donor restrictions............    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 26,448,564 22,567,100
29 Total net assets or fund balances (see instructions)..... 26,448,564 22,567,100
30 Total liabilities and net assets/fund balances (see instructions). 26,448,564 22,567,100
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
26,448,564
2
Enter amount from Part I, line 27a .....................
2
-3,881,763
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
299
4
Add lines 1, 2, and 3 ..........................
4
22,567,100
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
22,567,100
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 BANK OF AMERICA P    
b BANK OF AMERICA P    
c
d
e
(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       -426,939
b       31,866
c
d
e
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       -426,939
b       31,866
c
d
e
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 -395,073
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 4,326
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 4,326
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 4,326
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,010
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,010
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 7,684
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,684 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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.FOWLERFAMILYFDN.ORG
    14
    The books are in care ofbulletCORNERSTONE FAMILY OFFICE LLC Telephone no.bullet (440) 460-0460

    Located atbullet5885 LANDERBROOK DRIVE SUITE 300MAYFIELD HEIGHTSOH ZIP+4bullet44124
    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
     
     
    ........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
    CHARLES D FOWLER PRESIDENT
    5.00
    0 0 0
    5885 LANDERBROOK DR 300
    MAYFIELD HEIGHTS,OH44124
    CHARLOTTE A FOWLER TREASURER & SECRETARY
    5.00
    0 0 0
    5885 LANDERBROOK DR 300
    MAYFIELD HEIGHTS,OH44124
    CHANN FOWLER SPELLMAN TRUSTEE
    5.00
    0 0 0
    5885 LANDERBROOK DR 300
    MAYFIELD HEIGHTS,OH44124
    HOLLEY FOWLER MARTENS TRUSTEE
    5.00
    0 0 0
    5885 LANDERBROOK DR 300
    MAYFIELD HEIGHTS,OH44124
    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
    BRIDGET C DELEON MANAGER
    32.00
    94,698 0 0
    17600 HAMPTON PLACE
    STRONGSVILLE,OH44136
    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
    NONE
    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
    23,413,296
    b
    Average of monthly cash balances.......................
    1b
    1,363,960
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,865,109
    d
    Total (add lines 1a, b, and c).........................
    1d
    26,642,365
    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
    26,642,365
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    399,635
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,242,730
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,312,137
    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
    1,312,137
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,326
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,326
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,307,811
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,307,811
    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
    1,307,811
    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
    3,591,700
    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
    3,591,700
    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
    3,591,700
    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 1,307,811
    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...... 1,809,614
    b From 2016...... 5,579,274
    c From 2017...... 4,517,192
    d From 2018...... 2,732,136
    e From 2019...... 3,052,504
    fTotal of lines 3a through e........ 17,690,720
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,591,700
    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..... 1,307,811
    e Remaining amount distributed out of corpus 2,283,889
    5 Excess distributions carryover applied to 2020. 0 0
    (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 19,974,609
    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) ...
    1,809,614
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    18,164,995
    10 Analysis of line 9:
    a Excess from 2016.... 5,579,274
    b Excess from 2017.... 4,517,192
    c Excess from 2018.... 2,732,136
    d Excess from 2019.... 3,052,504
    e Excess from 2020.... 2,283,889
    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).)
    CHARLES D FOWLER
    CHARLOTTE A FOWLER
    CHANN FOWLER SPELLMAN
    HOLLEY FOWLER MARTENS
    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:
    CO CORNERSTONE FAMILY OFFICE LLC
    5885 LANDERBROOK DR 300
    MAYFIELD HTS,OH44124
    (216) 906-4578
    GRANTS@FOWLERFAMILYFDN.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG
    cAny submission deadlines:
    SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG
    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
    A KID AGAIN
    9347 RAVENNA ROAD
    TWINSBURG,OH44087
      PUBLIC GENERAL SUPPORT 8,000
    AMERICA SCORES CLEVELAND
    3631 PERKINS AVENUE STE 2CE
    CLEVELAND,OH44114
      PUBLIC GENERAL SUPPORT 21,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET
    ATLANTA,GA30303
      PUBLIC GENERAL SUPPORT 30,000
    ART THERAPY STUDIO
    12200 FAIRHILL ROAD
    CLEVELAND,OH44120
      PUBLIC GENERAL SUPPORT 5,000
    ARTNEO
    1305 WEST 80TH STREET 016
    CLEVELAND,OH44102
      PUBLIC GENERAL SUPPORT 2,000
    ARTS CLEVELAND
    1900 SUPERIOR AVE 130
    CLEVELAND,OH44114
      PUBLIC SUPPORT FOR RESEARCH OF NEW PUBLIC FUNDING OPTIONS 51,000
    BECK CENTER FOR THE ARTS
    17801 DETROIT AVE
    LAKEWOOD,OH44107
      PUBLIC GENERAL SUPPORT 110,000
    BIRTHING BEAUTIFUL COMMUNITIES
    1921 EAST 66TH
    CLEVELAND,OH44103
      PUBLIC GENERAL SUPPORT 5,500
    BORDERLIGHT FESTIVAL OF INT'L THEATRE
    11459 MAYFIELD ROAD
    CLEVELAND,OH44106
      PUBLIC GENERAL SUPPORT 30,000
    BOYS & GIRLS CLUBS OF NE OHIO
    6114 BROADWAY AVENUE
    CLEVELAND,OH44127
      PUBLIC GENERAL SUPPORT 25,000
    BOYS HOPE GIRLS HOPE OF NORTHEASTERN OHIO
    9619 GARFIELD BLVD
    CLEVELAND,OH44125
      PUBLIC GENERAL SUPPORT 25,000
    BROADWAY SCHOOL OF MUSIC & THE ARTS
    5415 BROADWAY AVE
    CLEVELAND,OH44127
      PUBLIC GENERAL SUPPORT 5,000
    CCCHAMPIONS
    6101 PENN AVE
    PITTSBURGH,PA15206
      PUBLIC GENERAL SUPPORT 5,000
    CENTER FOR APPLIED THEATREACTIVE CULTURE
    111 OVERWOOD ROAD
    AKRON,OH44313
      PUBLIC GENERAL SUPPORT 10,000
    CENTER FOR ARTS-INSPIRED LEARNING
    13110 SHAKER SQUARE
    CLEVELAND,OH44120
      PUBLIC OPERATING SUPPORT 10,000
    CITY YEAR CLEVELAND
    820 PROSPECT AVE E
    CLEVELAND,OH44115
      PUBLIC GENERAL SUPPORT 30,000
    CLEVELAND CLINIC FOUNDATION
    9500 EUCLID AVE
    CLEVELAND,OH44106
      PUBLIC GENERAL SUPPORT 30,000
    CLEVELAND CORD BLOOD CENTER
    25001 EMERY ROAD 150
    CLEVELAND,OH44128
      PUBLIC GENERAL SUPPORT 25,000
    CLEVELAND INTERNATIONAL FILM FESTIVAL
    2510 MARKET AVE
    CLEVELAND,OH44113
      PUBLIC FILMSLAM 2019 AT THE 43RD CLEVELAND INT'L FILM FEST 25,000
    CLEVELAND METROPOLITAN SCHOOL DISTRICT
    1111 SUPERIOR AVE E SUITE 1800
    CLEVELAND,OH44114
      PUBLIC GENERAL SUPPORT 60,000
    CLEVELAND MODERN DANCE DBA DANCECLEVELAND
    13110 SHAKER BLVD 106
    CLEVELAND,OH44120
      PUBLIC OPERATING SUPPORT 2019/20 AND 2020/21 SEASONS 7,500
    CLEVELAND PRINT ROOM INC
    2550 SUPERIOR AVE
    CLEVELAND,OH44114
      PUBLIC GENERAL SUPPORT 2,000
    CLEVELAND PUBLIC THEATRE
    6415 DETROIT ROAD
    CLEVELAND,OH44102
      PUBLIC BRICK CITY THEATRE PROGRAMS AND STATION HOPE 25,000
    CLEVELAND RAPE CRISIS CENTER
    526 SUPERIOR AVENUE
    CLEVELAND,OH44114
      PUBLIC PREVENTING RAPE AND SEXUAL ABUSE 20,000
    CLEVELAND SOCIAL VENTURE PARTNERS
    8200 SWEET VALLEY DRIVE STE 100
    CLEVALND,OH44125
      PUBLIC GENERAL SUPPORT 250
    COLLEGE NOW GREATER CLEVELAND
    50 PUBLIC SQUARE STE 1800
    CLEVELAND,OH44113
      PUBLIC COLLEGE NOW MENTORING PROGRAM 25,000
    COMMUNITY FOUNDATION OF LORAIN COUNTY
    9080 LEAVITT ROAD
    ELYRIA,OH44035
      PUBLIC GENERAL SUPPORT 15,000
    CSU FDN-CLEVELAND ARTS EDUC CONSORTIUM
    2121 EUCLID AVE
    CLEVELAND,OH44115
      PUBLIC CAEC:SERVING MEMBERS AND COMMUNITY 5,000
    CUYAHOGA COUNTY PUBLIC LIBRARY
    2111 SNOW ROAD
    PARMA,OH44134
      PUBLIC GENERAL SUPPORT 20,000
    DOMESTIC VIOLENCE & CHILD ADVOCACY CENTER
    PO BOX 5466
    CLEVELAND,OH44101
      PUBLIC GENERAL SUPPORT 5,000
    EDWINS LEADERSHIP & RESTAURANT INSTITUTE
    13101 SHAKER SQUARE
    CLEVELAND,OH44106
      PUBLIC GENERAL SUPPORT 25,000
    ELIZA BRYANT VILLAGE
    7201 WADE PARK AVE
    CLEVELAND,OH44103
      PUBLIC GENERAL SUPPORT 30,500
    ENLIGHTENED SOLUTIONS
    3142 W 140TH STREET
    CLEVELAND,OH44111
      PUBLIC GENERAL SUPPORT 200,000
    ESPERANZA INC
    3104 W 25TH ST
    CLEVELAND,OH44109
      PUBLIC GENERAL SUPPORT 25,000
    FACING HISTORY AND OURSELVES
    3091 MAYFIELD RD 320
    CLEVELAND HTS,OH44118
      PUBLIC GENERAL SUPPORT 20,000
    FAMICOS FOUNDATION-REFRESH COLLECTIVE
    1325 ANSEL ROAD
    CLEVELAND,OH44106
      PUBLIC GENERAL SUPPORT 500
    FIELDSTONE FARM THERAPEUTIC RIDING CENTER
    16497 SNYDER ROAD
    CHAGRIN FALLS,OH44023
      PUBLIC GENERAL SUPPORT 25,000
    FIRST DESCENTS
    3001 BRIGHTON BLVD STE 623
    DENVER,CO80216
      PUBLIC GENERAL SUPPORT 20,000
    FOLUKE CULTURAL ARTS CENTER INC
    2234 E 55TH ST
    CLEVELAND,OH44103
      PUBLIC EMERGENCY OPERATING SUPPORT DURING COVID19 CRISIS 2,000
    FOUNDATION CENTER
    1422 EUCLID AVE 1600
    CLEVELAND,OH44115
      PUBLIC GENERAL SUPPORT 10,000
    FRIENDS OF BREAKTHROUGH SCHOOLS
    3615 EUCLID AVE 3103A
    CLEVELAND,OH44114
      PUBLIC TEACHER INCENTIVES,LEARDERSHIP DEVELOPMENT AND STRIVE FOR 5 250,000
    GLOBAL AMBASSADORS LANGUAGE ACADEMY
    13442 LORAIN AVE
    CLEVELAND,OH44111
      PUBLIC EMERGENCY FUNDING 25,000
    GREAT LAKES THEATER
    1501 EUCLID AVE STE 300
    CLEVELAND,OH44115
      PUBLIC EDUCATION PROGRAMS FOR STUDENTS AND FAMILIES 10,000
    GREATER CLEVELAND CONGREGATIONS
    6114 FRANCIS AVE
    CLEVELAND,OH44127
      PUBLIC GENERAL SUPPORT 20,000
    GROUNDWORKS DANCE THEATER
    13125 SHAKER SQUARE STE 102
    CLEVELAND,OH44120
      PUBLIC EMERGENCY OPERATING SUPPORT DURING COVID19 CRISIS 2,000
    HFLA OF NORTHEAST OHIO
    23300 CHAGRIN BLVD STE 204
    BEACHWOOD,OH44122
      PUBLIC GENERAL SUPPORT 5,000
    HOSPICE OF THE WESTERN RESERVE
    17876 ST CLAIR AVE
    CLEVELAND,OH44110
      PUBLIC GENERAL SUPPORT 20,000
    INLET DANCE THEATRE
    11125 MAGNOLIA DRIVE
    CLEVELAND,OH44106
      PUBLIC EMERGENCY OPERATING SUPPORT DURING COVID19 CRISIS 2,000
    INSPIRING SERVICE
    1776 MENTOR AVE STE 200
    CINCINNATI,OH45212
      PUBLIC WECAREFORCLE WEBSITE 5,000
    JULIA DE BURGOS CULTURAL ARTS CENTER
    2800 ARCHWOOD AVENUE
    CLEVELAND,OH44109
      PUBLIC EMERGENCY OPERATING SUPPORT DURING COVID19 CRISIS 15,000
    KARAMU HOUSE
    2355 E 89TH ST
    CLEVELAND,OH44106
      PUBLIC GENERAL SUPPORT 500
    KHNEMU FOUNDATION INC
    966 E 105TH ST
    CLEVELAND,OH44108
      PUBLIC GENERAL SUPPORT 500
    LAKE ERIE INK
    2843 WASHINGTON BLVD
    CLEVELAND HTS,OH44118
      PUBLIC OPERATING SUPPORT 30,000
    LAND STUDIO
    1939 W 25TH ST SUITE 200
    CLEVELAND,OH44113
      PUBLIC GENERAL SUPPORT 210,000
    LORAIN COUNTY COMMUNITY COLLEGE FND
    1005 N ABBE ROAD CC220
    ELYRIA,OH44035
      PUBLIC GENERAL SUPPORT 15,000
    MAGNOLIA CLUBHOUSE
    11101 MAGNOLIA DRIVE
    CLEVELAND,OH44106
      PUBLIC GENERAL SUPPORT 15,000
    MENTAL HEALTH & ADDICTION ADVOCACY
    4500 EUCLID AVE
    CLEVELAND,OH44103
      PUBLIC GENERAL SUPPORT 500
    MERRICK HOUSE
    1050 STARKWEATHER AVENUE
    CLEVELAND,OH44113
      PUBLIC OPERATING SUPPORT 30,000
    MOCA
    11400 EUCLID AVENUE
    CLEVELAND,OH44106
      PUBLIC GENERAL SUPPORT 25,000
    MONTESSORI DEVELOPMENT PARTNERSHIPS
    13693 BUTTERNUT ROAD
    BURTON,OH44021
      PUBLIC STONEBROOKE MONTESSORI:HEALTHY KIDS 25,000
    MORGAN ART PAPERMAKING CONSERVEDUC FND
    1754 E 47TH ST
    CLEVELAND,OH44103
      PUBLIC EMERGENCY OPERATING SUPPORT DURING COVID19 CRISIS 2,000
    NEW AVENUES TO INDEPENDENCE
    17608 EUCLID AVENUE
    CLEVELAND,OH44112
      PUBLIC GENERAL SUPPORT 10,000
    NEW DIRECTIONS
    30800 CHAGRIN BLVD
    CLEVELAND,OH44124
      PUBLIC SUMMER SCHOOL PROGRAMS 10,000
    NORTHEAST OHIO COALITION FOR THE HOMELESS
    3631 PERKINS AVE SUITE 3A-3
    CLEVELAND,OH44114
      PUBLIC GENERAL SUPPORT 500
    OHIO CITY INCORPORATED
    2525 MARKET AVE STE A
    CLEVELAND,OH44113
      PUBLIC GENERAL SUPPORT 2,500
    OHIO VOICE
    394 E TOWN ST
    COLUMBUS,OH43215
      PUBLIC GENERAL SUPPORT 500
    PHILANTHROPY OHIO
    1111 SUPERIOR AVE SUITE 1112
    CLEVELAND,OH44114
      PUBLIC GENERAL OPERATING SUPPORT 3,200
    PLANNED PARENTHOOD
    25350 ROCKSIDE ROAD
    BEDFORD HTS,OH44146
      PUBLIC NEW OLD BROOKLYN/2020 OPERATING 25,000
    PLAYHOUSE SQUARE FOUNDATION
    1501 EUCLID AVE STE 200
    CLEVELAND,OH44115
      PUBLIC SENSORY-FRIENDLY PERFORMANCES/DISNEY MUSICALS 10,000
    POLICY MATTERS OHIO
    3631 PERKINS AVENUE STE 4C EAST
    CLEVELAND,OH44114
      PUBLIC EDUCATION POLICY OPERATING SUPPORT 25,000
    POLICYBRIDGE
    2930 PROSPECT AVE E STE 113
    CLEVELAND,OH44415
      PUBLIC GENERAL SUPPOORT 500
    PRAXIS FIBER WORKSHOP
    15301 WATERLOO ROAD
    CLEVELAND,OH44110
      PUBLIC OPERATING SUPPORT 5,000
    PRETERM
    12000 SHAKER BLVD
    CLEVELAND,OH44120
      PUBLIC GENERAL SUPPORT 25,000
    PROGRESSIVE ARTS ALLIANCE
    3311 PERKINS AVE STE 300
    CLEVELAND,OH44114
      PUBLIC GENERAL SUPPORT 80,000
    REPLAY FOR KIDS
    600 W STURBRIDGE DR
    MEDINA,OH44256
      PUBLIC COLLEGE STUDENTS PROVIDING EDUC. TOOLS FOR CHILDREN W/DISABILITIES 10,000
    RUBBER CITY SHAKESPEARE COMPANY
    2207 ROMIG ROAD
    AKRON,OH44320
      PUBLIC OPERATING SUPPORT 3,000
    SAY YES TO CLEVELAND SCHOLARSHIP
    1422 EUCLID AVE SUITE 1300
    CLEVELAND,OH44115
      PUBLIC SAY YES TO EDUCATION 400,000
    SIERRA CLUB FOUNDATION
    2101 WEBSTER ST STE 1250
    OAKLAND,CA94612
      PUBLIC GENERAL SUPPORT 1,000
    ST MALACHI CENTER
    2416 SUPERIOR AVE
    CLEVELAND,OH44113
      PUBLIC GENERAL SUPPORT 10,000
    ST VINCENT CHARITY MEDICAL CENTER
    2351 E 22ND ST
    CLEVELAND,OH44115
      PUBLIC GENERAL SUPPORT 25,000
    SUITE 1300 SERVICES INC
    1422 EUCLID AVE STE 1300
    CLEVELAND,OH44115
      PUBLIC GENERAL SUPPORT 5,000
    TALESPINNER CHILDREN'S THEATRE
    5209 DETROIT AVE
    CLEVELAND,OH44102
      PUBLIC EMERGENCY OPERATING SUPPORT DURING COVID19 CRISIS 2,000
    THE CENTER FOR COMMUNITY SOLUTIONS
    1501 EUCLID AVE 310
    CLEVELAND,OH44115
      PUBLIC OH MATERNAL & INFANT HEALTH POLICY 20,000
    THE CHILDREN'S MUSEUM OF CLEVELAND
    3813 EUCLID AVE
    CLEVELAND,OH44115
      PUBLIC MUSEUM FOR ALL 25,000
    THE CLEVELAND FOUNDATION
    1422 EUCLID AVE STE 1300
    CLEVELAND,OH44115
      PUBLIC THE CLEVELAND CENSUS MICROGRANTS 25,000
    THE CLEVELAND MUSEUM OF ART
    11150 EAST BLVD
    CLEVELAND,OH44106
      PUBLIC GENERAL SUPPORT 25,000
    THE HAVEN HOME
    6114 FRANCIS AVE
    CLEVELAND,OH44127
      PUBLIC EMERGENCY OPERATING SUPPORT DURING COVID19 CRISIS 5,000
    THE HUMMINGBIRD PROJECT
    8334 MENTOR AVENUE
    MENTOR,OH44060
      PUBLIC EMERGENCY OPERATING SUPPORT-CLEVELAND SEED BANK 2,000
    THE LEGAL AID SOCIETY OF CLEVELAND
    1223 W 6TH ST
    CLEVELAND,OH44113
      PUBLIC GENERAL SUPPORT 100,000
    THE METROHEALTH FOUNDATIONINC
    2500 METROHEALTH DR
    CLEVELAND,OH44109
      PUBLIC GENERAL SUPPORT 100,000
    THE REFUGEE RESPONSE
    4115 BRIDGE AVE
    CLEVELAND,OH44113
      PUBLIC YOUTH MENTORING 15,000
    THE ROCK AND ROLL HALL OF FAME AND MUSEUM
    1100 ROCK ROLL BLVD
    CLEVELAND,OH44114
      PUBLIC PREK-12 EDUCATIONAL PROGRAMMING 360,000
    THE UNIFY PROJECT
    1151 N MARGINAL ROAD
    CLEVELAND,OH44114
      PUBLIC GENERAL SUPPORT 500
    THE UP SIDE OF DOWNS
    6533-B BRECKSVILLE ROAD
    INDEPENDENCE,OH44131
      PUBLIC EXPANDED EDUCATION PROGRAMMING PRE-K-12 5,000
    THEA BOWMAN CENTER
    11901 OAKFIELD AVENUE
    CLEVELAND,OH44105
      PUBLIC YOUTH AFTER SCHOOL OUTREACH 15,000
    TOWARDS EMPLOYMENT
    1255 EUCLID AVENUE
    CLEVELAND,OH44115
      PUBLIC GENERAL SUPPORT 500
    UNITARIAN UNIVERSALIST CONGREG OF CLEV
    21600 SHAKER BLVD
    SHAKER HTS,OH44122
      PUBLIC GENERAL SUPPORT 5,000
    UNITED BLACK FUND
    1621 EUCLID AVENUE SUITE 1200
    CLEVELAND,OH44115
      PUBLIC THE REAL BLACK FRIDAY JUNETEEN CELEBRATION 55,000
    UNIVERSITY HOSPITALS
    11100 EUCLID AVE
    CLEVELAND,OH44106
      PUBLIC ANGIE'S INSTITUTE E-HEALTH PROJECT 338,750
    UPCYCLE PARTS SHOP
    6419 SAINT CLAIR AVE
    CLEVELAND,OH44103
      PUBLIC GENERAL SUPPORT 500
    VERB BALLETS
    3445 WARRENSVILLE CENTER RD
    SHAKER HTS,OH44122
      PUBLIC GENERAL SUPPORT 5,000
    WEATHERVAN COMMUNITY PLAYHOUSE INC
    1301 WEATHERVANE LANE
    AKRON,OH44313
      PUBLIC OPERATING SUPPORT 2018-2019 SEASON OF SHOWS/EDUC. PROGRAMMING 1,000
    WEST CREEK CONSERVANCY
    7381 CAMELOT DRIVE
    PARMA,OH44134
      PUBLIC GENERAL SUPPORT 500
    WOMEN HAVE OPTIONS
    PO BOX 1611
    COLUMBUS,OH43216
      PUBLIC INCREASED EXP DURING COVID CRISIS FOR PATIENT ACCESS 10,000
    YOUTH CHALLENGE
    800 SHARON DRIVE
    WESTLAKE,OH44145
      PUBLIC OPERATING SUPPORT 10,000
    ZENWORKS YOGA
    33565 BAINBRIDGE ROAD
    SOLON,OH44139
      PUBLIC GENERAL SUPPORT 7,000
    ZYGOTE PRESS INC
    1410 E 30TH STREET
    CLEVELAND,OH44114
      PUBLIC EMERGENCY OPERATING SUPPORT DURING COVID19 CRISIS 5,000
    SANDSTONE FOUNDATION
    5885 LANDERBROOK DR
    MAYFIELD HEIGHTS,OH44124
      PRIVATE GENERAL SUPPORT 100,000
    Total .................................bullet 3a 3,591,700
    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 ...........
        14 173,191  
    4 Dividends and interest from securities....     14 286,747  
    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.....     14 326  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 -395,073  
    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 65,191 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    65,191
    (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:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 16,150 4,038   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA 6,920,982 7,146,160

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Name of Stock End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA 12,976,881 17,278,415

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PASS THROUGH ENTITIES AT COST 1,580,815 1,580,815

    TY 2020 OtherExpensesSchedule
    Name:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 17,291 0   0
    OFFICE EXPENSE 14,479 0   0
    PARKING 60 0   0
    WORKERS COMPENSATION -501 0   0
    PAYROLL EXPENSES 16,630 0   0
    MISCELLANEOUS 1,529 0   0
    BANK FEES 55 0   0
    SUBSCRIPTIONS 221 0   0
    PARTNERSHIP EXPENSES 42,919 42,919   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC INCOME 326 326 326


    TY 2020 OtherIncreasesSchedule
    Name:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Description Amount
    BOOK/TAX TIMING DIFFERENCES 299


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 100,716 100,716   0


    TY 2020 TaxesSchedule
    Name:
    THE CHAR AND CHUCK FOWLER FAMILY
     
    FOUNDATION
    EIN:
    90-0035660
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAXES 1,536 1,336   0
    PAYROLL TAXES 7,244 0   0
    FEDERAL TAX 6,131 0   0