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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE FEDELI FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 318003
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDEPENDENCE, OH44131
A Employer identification number

31-1740537
B Telephone number (see instructions)

(216) 328-8080
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$24,760,124J 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) 413,927
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 168,095 168,095  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 926,553
b Gross sales price for all assets on line 6a 3,350,015
7 Capital gain net income (from Part IV, line 2)... 926,553
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)....... Click to see attachment 113,327 99,369  
12 Total. Add lines 1 through 11........ 1,621,902 1,194,017  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 667,164 667,164   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,934 5,934   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,947 433   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 692,045 673,531   0
25 Contributions, gifts, grants paid....... 603,950 603,950
26 Total expenses and disbursements. Add lines 24 and 25 1,295,995 673,531   603,950
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 325,907
b Net investment income (if negative, enter -0-) 520,486
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 109,696 384,094 384,094
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 10,421,007 Click to see attachment10,174,422 21,520,162
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).......... 1,615,301 Click to see attachment1,646,971 2,586,444
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment269,424 Click to see attachment269,424
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,146,004 12,474,911 24,760,124
Liabilities 17 Accounts payable and accrued expenses..........   3,000
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 3,000
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........... 12,146,004 12,471,911
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........    
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)..... 12,146,004 12,471,911
30 Total liabilities and net assets/fund balances (see instructions). 12,146,004 12,474,911
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
12,146,004
2
Enter amount from Part I, line 27a .....................
2
325,907
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,471,911
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
12,471,911
Form 990-PF (2021)
Form 990-PF (2021)
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 ST PUBLICLY TRADED SECRITIES   2021-01-01 2021-12-31
b LT PUBLICLY TRADED SECRITIES   2021-01-01 2021-12-31
c BIP LP   2021-01-01 2021-12-31
d BEP LP   2021-01-01 2021-12-31
e RIVERSIDE SOFTWARE LENDING FUND I LP   2021-01-01 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(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 1,585,987   1,294,407 291,580
b 1,718,133   1,129,055 589,078
c 1,036     1,036
d 10,622     10,622
e 1,118     1,118
33,119     33,119
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       291,580
b       589,078
c       1,036
d       10,622
e       1,118
      33,119
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 2 926,553
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 7,235
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 7,235
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,773
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,773
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 24,538
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet24,538 RefundedBullet 11 0
Part VI-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
     
    No
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletJENNIFER TOOKMAN Telephone no.bullet (216) 328-8080

    Located atbullet5005 ROCKSIDE ROADCLEVELANDOH ZIP+4bullet441316808
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    UMBERTO FEDELI JR TRUSTEE
    1.00     		0 0 0
    820 VILLAGE TRAILS
    GATES MILLS,OH44040
    MARYELLEN FEDELI TRUSTEE
    1.00     		0 0 0
    820 VILLAGE TRAILS
    GATES MILLS,OH44040
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    23,107,423
    b
    Average of monthly cash balances.......................
    1b
    307,576
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,414,999
    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
    23,414,999
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    351,225
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    23,063,774
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,153,189
    Part X
    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 IX, line 6..................
    1
    1,153,189
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,235
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    8,064
    c
    Add lines 2a and 2b............................
    2c
    15,299
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,137,890
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,137,890
    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 XII, line 1 ...
    7
    1,137,890
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,137,890
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 190,532
    e From 2020......  
    f Total of lines 3a through e ........ 190,532
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 603,950
    a Applied to 2020, 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 2021 distributable amount..... 603,950
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 190,532 190,532
    (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 0
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		343,408
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    UMBERTO FEDELI JR
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALS ASSOCIATION
    NORTHERN OHIO CHAPTER 6155 ROCKSIDE
    ROAD
    INDEPENDENCE,OH44131     		  N/A SUPPORT OPERATING EXPENSES 1,000
    ANGELS OF MERCY
    692 N WINTON RD
    ROCHESTER,NY14609     		  N/A 2021 SPONSORSHIP 1,000
    ANIMAL WELFARE LEAGUE
    PO BOX 66
    VIENNA,OH44473     		  N/A SUPPORT OPERATING EXPENSES 250
    AVE MARIA UNIVERSITY
    5050 AVE MARIA BLVD
    AVE MARIA,FL34142     		  N/A OPERATION 500 SCHOLARSHIP 10,000
    BELIEVE IN DREAMS
    15357 LONGVALE AVE C/O ALONZO
    BLACKWELL
    MAPLE HEIGHTS,OH44137     		  N/A A NIGHT OF DREAMS GALA 1,000
    BENEDICTINE HIGH SCHOOL
    2900 MARTIN LUTHER KING JR DRIVE
    CLEVELAND,OH44104     		  N/A SCHOLARSHIP 6,000
    BOY SCOUTS OF AMERICA
    C/O HOWARD L LEWIS 6001 EAST
    ROYALTON RD
    BROADVIEW HEIGHTS,OH44147     		  N/A FUNDRAISING CAMPAIGN 1,500
    CARITAS IN VERITATE-CIV USA
    3443 N CENTRAL AVENUE STE1002
    PHOENIX,AZ85012     		  N/A FUNDRAISING CAMPAIGN 1,000
    CATHOLIC COMMUNITY FOUNDATION
    CINDY COLE 1404 E 9TH STREET 8TH
    FLOOR
    CLEVELAND,OH44114     		  N/A BISHOP'S CIRCLE 2021; HEART OF A SHEPHERD 20,000
    CELEBRATE CLEVELAND
    3029 PROSPECT AVE E
    CLEVELAND,OH44115     		  N/A SUPPORT OPERATING EXPENSES 10,000
    CHRIST CHILD SOCIETY
    7901 DETROIT AVENUE SUITE 300
    CLEVELAND,OH44102     		  N/A FUNDRAISING CAMPAIGN 3,300
    CLEVELAND CLINIC CHILDREN'S
    ATTN MICHELLE AMATO 9500 EUCLID AVE
    CLEVELAND,OH44195     		  N/A 2021 CHILDREN'S GALA 150,000
    CLEVELAND PUBLIC THEATRE
    PANDEMONIUM - RENEE SCHILLING 6415
    DETROIT AVENUE
    CLEVELAND,OH44102     		  N/A PANDEMONIUM - ARTS SUPPORT 1,000
    CLEVELAND STATE UNIVERSITY
    UNION BUILDING 501
    CLEVELAND,OH44115     		  N/A RADIANCE SCHOLARSHIPS-CSU 2021 1,000
    COACH SAM'S INNER CIRCLE FOUNDATION
    23715 MERCANTILE ROAD 217A
    BEACHWOOD,OH44122     		  N/A ANNUAL CAMPAIGN 2,000
    COLLEGE NOW GREATER CLEVELAND
    230 WEST HURON ROAD
    CLEVELAND,OH44113     		  N/A FUNDRAISING CAMPAIGN 2,000
    CORNERSTONE OF HOPE
    5905 BRECKSVILLE ROAD
    INDEPENDENCE,OH44131     		  N/A SUPPORT OPERATING EXPENSES 15,000
    EMBRACE CLINIC & CARE CENTER
    180 1ST STREET NW
    BARBERTON,OH44203     		  N/A FUNDRAISING CAMPAIGN 1,000
    EPARCHY OF PARMA FOUNDATION STEWARDSHIP
    1900 CARLTON ROAD
    PARMA,OH441343129     		  N/A 2021/2022 ANNUAL STEWARDSHIP DONATION 2,000
    FAITH RANCH
    2950 MILLBORO ROAD
    SILVER LAKE,OH44224     		  N/A FAITH RANCH RIDE-A-THON 250
    FOSTERING HOPE
    3737 LANDER ROAD 214
    CLEVELAND,OH44124     		  N/A SUPPORT OPERATING EXPENSES 1,000
    FOUNDATION OF AFAUSSS
    6919 VISTA DRIVE
    WEST DES MOINES,IA50266     		  N/A RON SHURER SCHOLARSHIP FUND 2,500
    GILMOUR ACADEMY
    34001 CEDAR ROAD
    GATES MILLS,OH44040     		  N/A FUNDRAISING CAMPAIGN 5,500
    GREATER CLEVELAND FOOD BANK
    15500 SOUTH WATERLOO ROAD
    CLEVELAND,OH44110     		  N/A 2021 HARVEST FOR HUNGER; EXPANSION PROJECT COMMITMENT 27,500
    HANDS TOGETHER
    C/O MIKE DEWINE 2587 CONLEY ROAD
    CEDARVILLE,OH45314     		  N/A SUPPORT OPERATING EXPENSES 15,000
    HATHAWAY BROWN SCHOOL
    19600 NORTH PARK BOULEVARD
    SHAKER HEIGHTS,OH44122     		  N/A SCARAVILL MEMORIAL FUND 2,000
    HONDURAN CHILDREN'S RESCUE FUND
    2470 MIRAMAR BLVD
    UNIVERSITY HEIGHTS,OH44118     		  N/A CHILDREN'S RESCUE FUND 5,000
    HUNTINGTON DISEASE SOCIETY OF AMERICA
    PO BOX 14668
    CLEVELAND,OH44114     		  N/A ANNUAL CELEBRATION OF HOPE 5,000
    ICU MOBILE
    2569 ROMIG ROAD STE 303
    AKRON,OH44320     		  N/A SUPPORT OPERATING EXPENSES 2,000
    I'M IN MINISTRY
    C/O LOU PRIMOZIC 6576 THORNTREE
    DRIVE
    BRECKSVILLE,OH44141     		  N/A SUPPORT OPERATING EXPENSES 45,000
    IMAGINATION LIBRARY
    3214 25TH STREET STE 2
    COLUMBUS,OH68601     		  N/A SUPPORT OPERATING EXPENSES 5,000
    JENNINGS CENTER FOR OLDER ADULTS
    10204 GRANGER ROAD
    GARFIELD HEIGHTS,OH44125     		  N/A FUNDRAISING EVENT 1,000
    JOHN CARROLL UNIVERSITY
    1 JOHN CARROLL BOULEVARD
    UNIVERSITY HEIGHTS,OH44118     		  N/A ENDOWMENT/SCHOLARSHIPS 55,000
    JOSEPH'S HOME
    2412 COMMUNITY COLLEGE AVENUE
    CLEVELAND,OH44115     		  N/A MARY'S HOME CAMPAIGN 10,000
    LIFEACT
    7000 FITZWATER ROAD SUITE 300 C/O
    FRANK FANTOZZI
    BRECKSVILLE,OH44141     		  N/A ANNUAL FUND CAMPAIGN 2021 750
    LIFEBANC
    4775 RICHMOND ROAD
    CLEVELAND,OH44128     		  N/A IN MEMORY OF LORI BUONCORE 1,000
    LITTLE ITALY REDEVELOPMENT CORPORATION
    12010 MAYFIELD ROAD
    CLEVELAND,OH44106     		  N/A FUNDRAISING CAMPAIGN 1,000
    MAKE-A-WISH
    6060 ROCKSIDE WOODS BLVD STE315
    INDEPENDENCE,OH44131     		  N/A FUNDRAISING EVENT 1,000
    MALACHI HOUSE
    PO BOX 932058
    CLEVELAND,OH44193     		  N/A SUPPORT OPERATING EXPENSES 1,500
    MARYSSA'S MISSION FOUNDATION
    610 LINDBERG BLVD
    BEREA,OH44017     		  N/A 13TH ANNUAL BROWNFIELD MEMORIAL 2,500
    METRO CATHOLIC SCHOOL
    1910 W 54TH STREET
    CLEVELAND,OH44102     		  N/A SUPPORT OPERATING EXPENSES 2,000
    MOUNT ALVERNA VILLAGE
    6765 STATE ROAD
    CLEVELAND,OH44134     		  N/A LEGACY OF CARE CAMPAIGN 10,000
    NIAF
    SECCHIA BLDG 1860-19TH ST NW
    WASHINGTON,DC200095501     		  N/A SUPPORT OPERATING EXPENSES 500
    NOIA FOUNDATION
    2026 MURRAY HILL RD STUDIO 104
    CLEVELAND,OH44106     		  N/A FUNDRAISING CAMPAIGN 7,050
    NOTRE DAME SCHOOLS
    ATTN DR MICHAEL BATES PRESIDENT
    13000 AUBURN ROAD
    CHARDON,OH44024     		  N/A SUPPORT OPERATING EXPENSES 5,000
    ONE SOUTH EUCLID
    1349 SOUTH GREEN ROAD
    SOUTH EUCLID,OH44121     		  N/A ANNUAL FUNDRAISER 2,000
    PARTNERSHIP SCHOOLS
    1011 FIRST AVENUE SUITE 1800
    NEW YORK,NY10022     		  N/A SUPPORT OPERATING EXPENSES 20,000
    PATRONS OF THE ARTS IN THE VATICAN MUSEUM
    PO BOX 241487
    CLEVELAND,OH44124     		  N/A FUNDRAISING CAMPAIGN 2,400
    PRELUDE2CINEMA
    2904 AMBLER AVE
    CLEVELAND,OH44104     		  N/A SUPPORT OPERATING EXPENSES 500
    PROVIDENCE HOUSE
    2050 W32ND STREET
    CLEVELAND,OH44113     		  N/A 40TH ANNIVERSARY DONATION 1,000
    RAILS TO TRAILS CONSERVANCY
    C/O MARK FILIPPELL 22550 MCCAULEY
    ROAD
    SHAKER HEIGHTS,OH44122     		  N/A SUPPORT OPERATING EXPENSES 1,000
    REGINA HEALTH CENTER
    5232 BROADVIEW ROAD
    RICHFIELD,OH442869609     		  N/A FUNDRAISING CAMPAIGN 500
    RONALD MCDONALD HOUSE OF CLEVELAND INC
    10415 EUCLID AVENUE
    CLEVELAND,OH44106     		  N/A 2021 STEPS-STOUT 250
    SAINT MARY CATHOLIC CHURCH
    242 N STATE ST
    PAINESVILLE,OH44077     		  N/A SUPPORT OPERATING EXPENSES 1,000
    SANDU MANGHESI SOCIETY
    26 WILLIS ROAD
    NORTH ARLINGTON,NJ070315810     		  N/A SOCIETY OF OUR LADY OF SACRO MONTE 1,000
    SOUL TO SOLE
    ATTN LORI CAMPANA PO BOX 541
    AVON,OH44001     		  N/A FUNDRAISING CAMPAIGN 1,000
    SPITZER CENTER
    7343 S ALTON WAY SUITE 100
    ENGLEWOOD,CO80112     		  N/A FUNDRAISING CAMPAIGN 21,000
    SRT K9 UNIT
    7424 BRAEWOOD DRIVE
    INDEPENDENCE,OH44131     		  N/A DANNY RIPEPI MEMORIAL CONCERT 1,000
    ST AUGUSTINE HUNGER CENTER
    POBOX 30534
    MIDDLEBURG HEIGHTS,OH44130     		  N/A 2ND ANNUAL SR. CORITA NON-GOLF 500
    ST FRANCIS OF ASSISI
    6850 MAYFIELD ROAD
    GATES MILLS,OH44040     		  N/A FUNDRAISING CAMPAIGN 200
    ST IGNATIUS SCHOLARSHIP FUND
    1911 WEST 30TH STREET
    CLEVELAND,OH44113     		  N/A IN MEMORY OF JEAN DISANTO 1,000
    STMARTIN DE PORRES HGH SCHOOL
    6202 SAINT CLAIR AVE
    CLEVELAND,OH44103     		  N/A ANNUAL FUND 2021 2,500
    THE BYZANTINE CATHOLIC EPARCHY OF PARMA
    5000 ROCKSIDE ROAD STE 310
    INDEPENDENCE,OH44131     		  N/A FUNDRAISING CAMPAIGN 5,000
    THE LYCEUM
    PO BOX 21466
    SOUTH EUCLID,OH44121     		  N/A FUNDRAISING CAMPAIGN 3,500
    THE POOR CLARES PERPETUAL ADORATION FOUNDATION
    134 WESTERN AVE
    AKRON,OH44313     		  N/A CHRISTMAS CELEBRATION 1,000
    THE ROTSKY FOUNDATION FOR MENTORS
    781 VILLAGE TRAILS
    GATES MILLS,OH44040     		  N/A ON-LINE FUNDRAISER 2021 500
    THE SALVATION ARMY OF GREATER CLEVELAND
    2507 EAST 22ND STREET
    CLEVELAND,OH44115     		  N/A 7TH OF 10 -STRENGTH FOR TODAY 2,000
    THE VILLAGE AT MARYMOUNT
    5200 MARYMOUNT VILLAGE DRIVE
    GARFIELD HEIGHTS,OH44125     		  N/A ENDOWED FUND AND FUNDRAISING CAMPAIGN 20,000
    UNIVERSITY HOSPITALS
    11100 EUCLID AVENUE ATTN FIVE STAR
    SENSATION
    CLEVELAND,OH44106     		  N/A INV #300 FIVE STAR SENSATION 15,000
    USS CLEVELAND LEGACY FOUNDATION
    29889 CHAIRMANS ROWE C/O BERNIE
    MORENO
    WESTLAKE,OH44145     		  N/A SUPPORT OPERATING EXPENSES 1,000
    VELOSANO
    9500 EUCLID AVE DVB
    CLEVELAND,OH44195     		  N/A FUNDRAISING CAMPAIGN 3,000
    VILLA ANGELAST JOSEPH HIGH
    18491 LAKE SHORE BLVD
    CLEVELAND,OH44119     		  N/A FUNDRAISING AND KEEPING OUR PROMISES CAMPAIGN 52,500
    ZELIE'S HOME
    16135 WAKE ROBIN DRIVE C/O MICHELLE
    CHIACCHIARI
    NEWBURY,OH44065     		  N/A SUPPORT OPERATING EXPENSES 500
    Total .................................bullet 3a 603,950
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 ............     		    18 926,553  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		        13,958
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,194,017 13,958
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,207,975
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11 PRIOR YEAR CONTRIBUTION THAT WAS VOIDED AFTER RETURN WAS FILED
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE FEDELI FAMILY CHARITABLE FOUNDATION
     
    Employer identification number

    31-1740537
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE FEDELI FAMILY CHARITABLE FOUNDATION
          		Employer identification number
    31-1740537
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    FFINV LLC
     
    5005 ROCKSIDE ROAD 5TH FL
     
    INDEPENDENCE, OH44131

    		$ 413,927


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE FEDELI FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    31-1740537
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHS ANAPLAN INC COM $ 69,840 2021-01-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS FACEBOOK INC $ 134,470 2021-01-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 SHS SHOPIFY INC COM $ 109,240 2021-01-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 300 SHS TWILIO INC $ 100,377 2021-01-04
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE FEDELI FAMILY CHARITABLE FOUNDATION
          		Employer identification number

    31-1740537
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE FEDELI FAMILY CHARITABLE FOUNDATION
    EIN:
    31-1740537
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 10,174,422 21,520,162

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE FEDELI FAMILY CHARITABLE FOUNDATION
    EIN:
    31-1740537
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    K-1 INVESTMENTS AT COST 1,646,971 2,586,444

    TY 2021 OtherAssetsSchedule
    Name:
    THE FEDELI FAMILY CHARITABLE FOUNDATION
    EIN:
    31-1740537
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CASH VALUE LIFE INSURANCE POLICY   269,424 269,424


    TY 2021 OtherExpensesSchedule
    Name:
    THE FEDELI FAMILY CHARITABLE FOUNDATION
    EIN:
    31-1740537
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WIRE FEES 433 433   0
    LIFE INSURANCE PREMIUMS 18,514 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE FEDELI FAMILY CHARITABLE FOUNDATION
    EIN:
    31-1740537
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BIP LP - K-1 -1,633 -1,633 -1,633
    RAC I, LP - K-1 22,370 22,370 22,370
    ANCORA CATALYST INSTITUTIONAL, LTD 61,195 61,195 61,195
    RAC II, LP - K-1 17,030 17,030 17,030
    BEP LP - K-1 -1,690 -1,690 -1,690
    RAC II OPP LP - K-1 -3,634 -3,634 -3,634
    FIDELITY 5,731 5,731 5,731
    OTHER INCOME 13,958   13,958


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE FEDELI FAMILY CHARITABLE FOUNDATION
    EIN:
    31-1740537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES - COVERING 3 YEARS 667,164 667,164   0


    TY 2021 TaxesSchedule
    Name:
    THE FEDELI FAMILY CHARITABLE FOUNDATION
    EIN:
    31-1740537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,450 1,450   0
    EXCISE TAXES 4,284 4,284   0
    OHIO CHARITABLE REGISTRATION FEE 200 200   0