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 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$23,844,940J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,953,272
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 167,339 167,339  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -20,088
b Gross sales price for all assets on line 6a 3,097,234
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)....... Click to see attachment 159,940 159,940  
12 Total. Add lines 1 through 11........ 4,260,463 327,279  
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)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 866 866   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 130 130   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 996 996   0
25 Contributions, gifts, grants paid....... 468,267 468,267
26 Total expenses and disbursements. Add lines 24 and 25 469,263 996   468,267
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,791,200
b Net investment income (if negative, enter -0-) 326,283
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............. -99,277 109,696 109,696
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)....... 7,206,817 Click to see attachment10,421,007 21,621,878
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).......... 1,247,264 Click to see attachment1,615,301 2,113,366
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) 8,354,804 12,146,004 23,844,940
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........... 8,354,804 12,146,004
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)..... 8,354,804 12,146,004
30 Total liabilities and net assets/fund balances (see instructions). 8,354,804 12,146,004
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
8,354,804
2
Enter amount from Part I, line 27a .....................
2
3,791,200
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,146,004
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
12,146,004
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 ST PUBLICLY TRADED SECRITIES P 2020-01-01 2020-12-31
b LT PUBLICLY TRADED SECRITIES P 2019-01-01 2020-12-31
c RIVERSIDE SOFTWARE LENDING FUND I LP P 2019-01-01 2020-12-31
d CAPITAL GAINS DIVIDENDS P    
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 1,276,185   1,411,161 -134,976
b 1,811,421   1,706,161 105,260
c 5,137     5,137
d 4,491     4,491
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       -134,976
b       105,260
c       5,137
d       4,491
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 -20,088
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 4,535
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 4,535
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 4,535
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 11,308
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,308
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 6,773
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,773 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    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 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 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 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
    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 (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
    13,113,979
    b
    Average of monthly cash balances.......................
    1b
    198,185
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,312,164
    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
    13,312,164
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    199,682
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,112,482
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    655,624
    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
    655,624
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,535
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    3,998
    c
    Add lines 2a and 2b............................
    2c
    8,533
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    647,091
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    647,091
    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
    647,091
    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
    468,267
    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
    468,267
    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
    468,267
    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 7 647,091
    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...... 10,162
    b From 2016......  
    c From 2017...... 83,230
    d From 2018...... 80,117
    e From 2019...... 195,847
    fTotal of lines 3a through e........ 369,356
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 468,267
    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..... 468,267
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 178,824 178,824
    (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 5 190,532
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		190,532
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 190,532
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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 (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
    AMERICAN CANCER SOCIETY
    3380 CHASTAIN MEADOWS PKWY NW SUITE
    200
    KENNESAW,GA30144     		N/A   2020 REAL MEN WEAR PINK 1,000
    AMERICAN HEART ASSOCIATION
    1375 E 9TH ST 600
    CLEVELAND,OH44114     		N/A   LORRAINE DODERO EVENT 2,500
    ANDERSON HILLS METHODIST CHURCH
    7515 FOREST RD
    CINCINNATI,OH45255     		N/A   SUPPORT OPERATING EXPENSES 500
    ANGELS OF MERCY INC
    PO BOX 90383
    ROCHESTER,NY14609     		N/A   2020 SPONSORSHIP 1,000
    AVE MARIA UNIVERSITY
    5050 AVE MARIA BLVD
    AVE MARIE,FL34142     		N/A   SUPPORT OPERATING EXPENSES 7,500
    AVE MARIA UNIVERSITY
    5050 AVE MARIA BLVD
    AVE MARIE,FL34142     		N/A   SCHOLARSHIPS 5,000
    BENEDICTINE HIGH SCHOOL
    2900 MARTIN LUTHER KING JR DR
    CLEVELAND,OH44104     		N/A   19TH ANNUAL BLUE & WHITE GALA 2,000
    BOY SCOUTS OF AMERICA
    2241 WOODLAND AVENUE
    CLEVELAND,OH44115     		N/A   THE GREAT SCOUT LUNCHEON-2020 1,500
    CATHOLIC COMMUNITY FOUNDATION
    1404 E 9TH ST 8TH FLOOR
    CLEVELAND,OH44114     		N/A   HEART OF SHEPHERD CAMPAIGN 10,000
    CHRIST CHILD SOCIETY
    7901 DETROIT AVE 300
    CLEVELAND,OH44102     		N/A   2020 STARLIGHT SOIREE-SAPPHIRE 2,500
    CLEVELAND CLINIC
    9500 EUCLID AVE
    CLEVELAND,OH44195     		N/A   COVID-19 CAREGIVERS AND RESEARCH DONATION 5,000
    CLEVELAND CLINIC
    9500 EUCLID AVE
    CLEVELAND,OH44195     		N/A   SUPPORT OPERATING EXPENSES 25,000
    CLEVELAND CLINIC
    9500 EUCLID AVE
    CLEVELAND,OH44195     		N/A   CLEVELAND CLINIC CHILDREN'S COMMITMENT 100,000
    CLEVELAND CLINIC
    9500 EUCLID AVE
    CLEVELAND,OH44195     		N/A   CCF CAREGIVERS FUND 2020 10,000
    CLEVELAND CLINIC CHILDREN'S GALA
    9500 EUCLID AVE
    CLEVELAND,OH44195     		N/A   2020 CHILDREN'S GALA 50,000
    CLEVELAND MONTESSORI SCHOOL
    12510 MAYFIELD RD
    CLEVELAND,OH44106     		N/A   SUPPORT OPERATING EXPENSES 10,000
    CLEVELAND RIGHT TO LIFE EDUCATION FUND
    17426 NORTHWOOD AVE
    LAKEWOOD,OH44107     		N/A   2020 BRINGING AMERICA BACK TO LIFE 2,000
    CLEVELAND STATE UNIVERSITY
    2121 EUCLID AVENUE
    CLEVELAND,OH44115     		N/A   RADIANCE 2020 1,000
    CORNERSTONE OF HOPE
    5905 BRECKSVILLE ROAD
    INDEPENDENCE,OH44131     		N/A   GRIEVE WITH HOPE BENEFIT CONCERT 2,500
    CORNERSTONE OF HOPE
    5905 BRECKSVILLE ROAD
    INDEPENDENCE,OH44131     		N/A   SUPPORT OPERATING EXPENSES 2,000
    CUYAHOGA COMMUNITY COLLEGE FOUNDATION
    700 CARNEGIE AVE
    CLEVELAND,OH44115     		N/A   SCHOLARSHIPS 7,500
    CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION
    2111 SNOW ROAD
    PARMA,OH44134     		N/A   EX LIBRIS SOCIETY 1,100
    CYCLE FOR SURVIVAL
    PO BOX 27432
    NEW YORK,NY10087     		N/A   SUPPORT OPERATING EXPENSES 500
    DEBARTOLO FAMILY FOUNDATION
    15436 N FLORIDA AVE ST200
    TAMPA,FL33613     		N/A   SUPPORT OPERATING EXPENSES 1,000
    EMBRACE CLINIC & CARE CENTER
    180 1ST ST NW
    BARBERTON,OH44203     		N/A   5TH ANNUAL HOME OPENER FUNDRAISER 1,000
    EMBRACE CLINIC & CARE CENTER
    180 1ST ST NW
    BARBERTON,OH44203     		N/A   VIRTUAL FUNDRAISER 2020 1,000
    EPARCHY OF PARMA
    1900 CARLTON RD
    PARMA,OH44137     		N/A   2020/2021 ANNUAL STEWARDSHIP 2,000
    FRACTURED ATLAS
    228 PARK AVENUE SOUTH 56651
    NEW YORK,NY10003     		N/A   CHRISTMAS CONCERT 2020 250
    GREATER CLEVELAND FOOD
    15500 SOUTH WATERLOO ROAD
    CLEVELAND,OH44110     		N/A   COVID-19 DONATION 5,000
    GREATER CLEVELAND FOOD BANK
    15500 SOUTH WATERLOO ROAD
    CLEVELAND,OH44110     		N/A   SUPPORT OPERATING EXPENSES 7,500
    GREATER CLEVELAND FOOD BANK
    15500 SOUTH WATERLOO ROAD
    CLEVELAND,OH44110     		N/A   2020 MAYOR'S HOLIDAY FOOD BASKET 1,000
    HANDS TOGETHER
    2587 CONLEY ROAD
    CEDARVILLE,OH45314     		N/A   SUPPORT OPERATING EXPENSES 10,000
    HATHAWAY BROWN SCHOOL
    19600 NORTH PARK BOULEVARD
    SHAKER HTS,OH44122     		N/A   SCOUT AND CHASEY SCARAVILLI MEMORIAL FUND 500
    HONDURAN CHILDREN'S RESCUE FUND
    1801 SHERIDAN ROAD
    SOUTH EUCLID,OH44121     		N/A   SUPPORT OPERATING EXPENSES 5,000
    HUNTINGTON DISEASE SOCIETY OF AMERICA
    505 EIGHTH AVENUE - SUITE 902
    NEW YORK,NY10018     		N/A   ANNUAL CELEBRATION OF HOPE 5,000
    ICU MOBILE
    2569 ROMIG RD 303
    AKRON,OH44320     		N/A   SUPPORT OPERATING EXPENSES 1,000
    ICU MOBILE
    2569 ROMIG RD 303
    AKRON,OH44320     		N/A   SUPPORT OPERATING EXPENSES 1,000
    I'M IN MINISTRY
    6411 GRANGER ROAD
    INDEPENDENCE,OH44131     		N/A   SUPPORT OPERATING EXPENSES 5,000
    I'M IN MINISTRY
    6411 GRANGER ROAD
    INDEPENDENCE,OH44131     		N/A   SUPPORT OPERATING EXPENSES 5,000
    I'M IN MINISTRY
    6411 GRANGER ROAD
    INDEPENDENCE,OH44131     		N/A   SUPPORT OPERATING EXPENSES 5,000
    IMAGINATION LIBRARY
    3214 25TH STREET STE 2
    COLUMBUS,OH68601     		N/A   SUPPORT OPERATING EXPENSES 5,000
    INTERNATIONAL CENTRE FOR MISSING AND EXPLOITED CHILDREN
    2318 MILL ROAD
    ALEXANDRIA,VA22314     		N/A   SUPPORT OPERATING EXPENSES 3,000
    JENNINGS CENTER FOR OLDER ADULTS
    10204 GRANGER ROAD
    GARFIELD HTS,OH44125     		N/A   SPIRITS & SPLENDOR 2020 2,000
    JENNINGS CENTER FOR OLDER ADULTS
    10204 GRANGER ROAD
    GARFIELD HTS,OH44125     		N/A   SUPPORT OPERATING EXPENSES 1,000
    JOHN CARROLL UNIVERSITY
    1 JOHN CARROLL BLVD
    UNIVERSITY HTS,OH44125     		N/A   COVID-19 RELIEF 5,000
    JOHN CARROLL UNIVERSITY
    1 JOHN CARROLL BLVD
    UNIVERSITY HTS,OH44125     		N/A   SCHOLARSHIPS 20,000
    JULIE BILLIART SCHOOL
    4982 CLUBSIDE RD
    LYNDHURST,OH44124     		N/A   SUPPORT OPERATING EXPENSES 3,000
    LIFEACT
    210 BELL STREET
    CHAGRIN FALLS,OH44022     		N/A   SUPPORT OPERATING EXPENSES 500
    LITTLE ITALY REDEVELOPMENT CORPORATION
    12010 MAYFIELD ROAD
    CLEVELAND,OH44106     		N/A   ANNUAL TRIPE DINNER FUNDRAISER 1,000
    LOVE LUCA TRUST
    505 ZORN LANE
    MAYFIELD HEIGHTS,OH44143     		N/A   SUPPORT OPERATING EXPENSES 5,000
    MAKE-A-WISH OHIO KENTUCKY & INDIANA
    6060 ROCKSIDE WOODS BLVD STE 315
    INDEPENDENCE,OH44131     		N/A   BIG WISH GALA 1,000
    MALACHI HOUSE
    2810 CLINTON AVE
    CLEVELAND,OH44113     		N/A   2020 LIGHTS FOR LIFE 1,000
    MARYSSA'S MISSION FOUNDATION
    610 LINDBERG BLVD
    BEREA,OH44017     		N/A   12TH BROWNFIELD MEMORIAL GOLF OUTING 2,500
    MEDWORKS
    1950 RICHMOND RD
    CLEVELAND,OH44124     		N/A   SUPPORT OPERATING EXPENSES 1,000
    METRO CATHOLIC SCHOOL
    1910 WEST 54TH STREET
    CLEVELAND,OH44102     		N/A   SUPPORT OPERATING EXPENSES 2,000
    MOUNT ALVERNA VILLAGE
    6765 STATE ROAD
    PARMA,OH44134     		N/A   LEGACY OF CARE CAMPAIGN 10,000
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    6155 ROCKSIDE ROAD SUITE 202
    INDEPENDENCE,OH44131     		N/A   SUPPORT OPERATING EXPENSES 250
    NOIA FOUNDATION
    2026 MURRAY HILL RD 209
    CLEVELAND,OH44106     		N/A   SUPPORT OPERATING EXPENSES 4,000
    NOIA FOUNDATION
    2026 MURRAY HILL RD 209
    CLEVELAND,OH44106     		N/A   SUPPORT OPERATING EXPENSES 5,000
    NOTRE DAME SCHOOLS
    4545 COLLEGE ROAD
    SOUTH EUCLID,OH44121     		N/A   SUPPORT OPERATING EXPENSES 5,000
    ORDER OF THE HOLY SEPULCHRE
    1011 FIRST AVENUE
    NEW YORK,NY10022     		N/A   SUPPORT OPERATING EXPENSES 1,500
    PARTNERSHIP SCHOOLS
    18230 HARVARD AVE
    CLEVELAND,OH44128     		N/A   SUPPORT OPERATING EXPENSES 10,000
    PARTNERSHIP SCHOOLS
    18230 HARVARD AVE
    CLEVELAND,OH44128     		N/A   SUPPORT OPERATING EXPENSES 2,000
    PATRONS OF THE ARTS IN THE VATICAN MUSEUMS
    PO BOX 241487
    CLEVELAND,OH44124     		N/A   MADONNA RESTORATION 10,167
    PROVIDENCE HOUSE
    2050 W 32ND STREET
    CLEVELAND,OH44113     		N/A   SUPPORT OPERATING EXPENSES 1,000
    PROVIDENCE HOUSE
    2050 W 32ND STREET
    CLEVELAND,OH44113     		N/A   2020 DECK THE HALLS 1,000
    RAILS-TO-TRAILS CONSERVANCY
    2121 WARD COURT NW 5TH FLOOR
    WASHINGTON,DC20037     		N/A   SUPPORT OPERATING EXPENSES 1,000
    REGINA HEALTH CENTER
    5232 BROADVIEW ROAD
    RICHFIELD,OH44286     		N/A   2020 HOLY-IN-ONE GOLF OUTING 1,000
    SHRINE OF OUR LADY GUADALUPE
    5250 JUSTIN ROAD
    LA CROSSE,WI54601     		N/A   2020 ANNUAL CARDINAL'S APPEAL 2,500
    SMILES WITH STYLE
    1452 ASHFORD GLEN LANE
    SAGAMORE HILLS,OH44067     		N/A   2020 5K FUNDRAISER 250
    SOUL TO SOLE
    PO BOX 541
    AVON,OH44011     		N/A   SUPPORT OPERATING EXPENSES 1,000
    SPITZER CENTER FOR ETHICAL LEADERSHIP
    7343 S ALTON WAY SUITE 100
    ENGLEWOOD,CO80112     		N/A   SUPPORT OPERATING EXPENSES 5,000
    ST FRANCIS OF ASSISI
    6850 MAYFIELD RD
    GATES MILLS,OH44040     		N/A   SMART BOARD CAMPAIGN 5,500
    THE BYZANTINE CATHOLIC EPARCHY OF PARMA
    5000 ROCKSIDE ROAD SUITE 310
    INDEPENDENCE,OH44131     		N/A   SUPPORT OPERATING EXPENSES 10,000
    THE BYZANTINE CATHOLIC EPARCHY OF PARMA
    5000 ROCKSIDE ROAD SUITE 310
    INDEPENDENCE,OH44131     		N/A   SUPPORT OPERATING EXPENSES 10,000
    THE LYCEUM
    PO BOX 21466
    SOUTH EUCLID,OH44121     		N/A   SUPPORT OPERATING EXPENSES 500
    THE ORANGE EFFECT FOUNDATION
    17040 AMBER DRIVE
    CLEVELAND,OH44111     		N/A   SUPPORT OPERATING EXPENSES 250
    THE POOR CLARES OF PERPETUAL
    4108 EUCLID AVENUE
    CLEVELAND,OH44103     		N/A   SUPPORT OPERATING EXPENSES 1,000
    THE SALVATION ARMY OF GREATER CLEVELAND
    2507 EAST 22ND ST
    CLEVELAND,OH44115     		N/A   SUPPORT OPERATING EXPENSES 2,000
    THE VILLAGE AT MARYMOUNT
    5200 MARYMOUNT VILLAGE DR
    GARFIELD HTS,OH44125     		N/A   2020 GALA - ST. CLARE SPONSOR 10,000
    UP2 FOUNDATION INC
    13840 LAKE AVENUE
    LAKEWOOD,OH44107     		N/A   SUPPORT OPERATING EXPENSES 1,000
    URSULINE COLLEGE
    2550 LANDER RD
    PEPPER PIKE,OH44124     		N/A   ST. ANGELA MERICI GARDEN RENOVATION 2,500
    VELOSANO
    17050 SOUTH PARK BLVD
    SHAKER HTS,OH44120     		N/A   SUPPORT OPERATING EXPENSES 1,500
    VELOSANO
    17050 SOUTH PARK BLVD
    SHAKER HTS,OH44120     		N/A   SUPPORT OPERATING EXPENSES 1,000
    VELOSANO
    17050 SOUTH PARK BLVD
    SHAKER HTS,OH44120     		N/A   SUPPORT OPERATING EXPENSES 1,000
    YWCA GREATER CLEVELAND
    4019 PROSPECT AVE E
    CLEVELAND,OH44103     		N/A   SUPPORT OPERATING EXPENSES 2,000
    Total .................................bullet 3a 468,267
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 167,339  
    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.....     14 159,940  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -20,088  
    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).. 0 307,191 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    307,191
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    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
    2020
    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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) 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

    		$ 3,953,272


    (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, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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 ABBOTT LABORATORIES $ 109,490 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS ADOBE SYSTEMS INCORPORATED COM $ 250,060 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHS ALLIED MOTION TECHNONOLGIES $ 51,100 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 SHS ALPHABET INC CAP STK CL C $ 175,188 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2,000 SHS BROOKFIELD ASSET MGMT INC CL A LTD $ 82,540 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHS BROOKFIELD INFRASTRUCTURE PARTNERS $ 49,400 2020-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    		 2,000 SHS BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP $ 86,300 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 SHS CINCINNATI FINANCIAL CORP COM $ 8,737 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 10,000 SHS CITY OFFICE REIT INC $ 97,700 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2,000 SHS COMMUNITY HEALTHCARE TR INC COM $ 94,220 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHS DOCUSIGN INC COM $ 222,300 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS EXACT SCIENCES CORP $ 66,245 2020-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    		 2,000 SHS FARFETCH LTD COM CLASS A $ 127,620 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHS FASTLY INC CL A $ 87,370 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS FLEETCOR TECHNOLOGIES INC COM $ 136,315 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS GLOBAL PAYMENTS INC $ 107,710 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 5,000 SHS OAKTREE ACQUISITION CORP COM $ 73,000 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS PALO ALTO NETWORKS INC COM $ 177,695 2020-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    		 2,000 SHS PINTEREST INC CL A $ 131,800 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS ROKU INC COM CL A $ 166,010 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS SALESFORCE.COM INC COM $ 111,265 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 200 SHS SERVICE NOW INC COM $ 110,086 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 10,000 SHS SMILEDIRECTCLUB INC CL A COM $ 119,400 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS SPLUNK INC COM $ 84,945 2020-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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 STONECO LTD COM $ 83,920 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 2,000 SHS STORE CAP CORP COM $ 67,960 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 SHS TELADOC HEALTH INC COM $ 19,996 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS THE TRADE DESK INC $ 400,500 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 100 SHS TRANSDIGM GROUP INC $ 61,885 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS UNITEDHEALTH GROUP INC $ 175,340 2020-12-31
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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
    		 2,000 SHS VERITEX HLDGS INC COM $ 51,320 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS VISA INC $ 109,365 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 1,000 SHS WESTERN ALLIANCE BANCORP $ 59,950 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS WIX.COM LTD COM $ 124,980 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 500 SHS ZENDESK INC COM $ 71,560 2020-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    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, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 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 10,421,007 21,621,878

    TY 2020 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 1,615,301 2,113,366

    TY 2020 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 130 130   0


    TY 2020 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 3 3 3
    RAC I, LP - K-1 26,193 26,193 26,193
    ANCORA CATALYST INSTITUTIONAL, LTD 127,692 127,692 127,692
    BPP, LP - K-1 2,609 2,609 2,609
    RAC II, LP - K-1 3,442 3,442 3,442
    BBU LP - K-1 1 1 1
    BEP LP - K-1 0 0 0
    RAC II OPP LP - K-1 0 0 0


    TY 2020 TaxesSchedule
    Name:
    THE FEDELI FAMILY CHARITABLE FOUNDATION
    EIN:
    31-1740537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 866 866   0