Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
THE SWAGELOK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)29500 SOLON ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOLON, OH44139
A Employer identification number

34-1923618
B Telephone number (see instructions)

(440) 649-2059
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$5,860,119J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 23,248 23,248  
4 Dividends and interest from securities... 78,527 78,527  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 120,054
b Gross sales price for all assets on line 6a 885,618
7 Capital gain net income (from Part IV, line 2)... 120,054
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 221,829 221,829  
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)....... Click to see attachment
List of Attached Documents:
// Content
2,900 1,450   1,450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,937 7,937   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
200 0   200
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
List of Attached Documents:
// Content
34,861 2,360   32,501
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,898 11,747   34,151
25 Contributions, gifts, grants paid....... 917,600 917,600
26 Total expenses and disbursements. Add lines 24 and 25 963,498 11,747   951,751
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -741,669
b Net investment income (if negative, enter -0-) 210,082
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 180,809 226,247 226,247
2 Savings and temporary cash investments......... 582,473 588,727 588,727
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,099,014 Click to see attachment
List of Attached Documents:
// Content
1,099,106 		1,005,392
b Investments—corporate stock (attach schedule)....... 1,531,826 Click to see attachment
List of Attached Documents:
// Content
1,006,408 		1,296,128
c Investments—corporate bonds (attach schedule)....... 3,323,688 Click to see attachment
List of Attached Documents:
// Content
3,056,653 		2,743,625
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,717,810 5,977,141 5,860,119
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,717,810 5,977,141
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,717,810 5,977,141
30 Total liabilities and net assets/fund balances (see instructions). 6,717,810 5,977,141
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
6,717,810
2
Enter amount from Part I, line 27a .....................
2
-741,669
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,000
4
Add lines 1, 2, and 3 ..........................
4
5,977,141
5
Decreases not included in line 2 (itemize) right arrow
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
5,977,141
Form 990-PF (2023)
Form 990-PF (2023)
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 ANCORA ADVISORS LLC #2026 - LT P 2022-01-01 2023-12-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 885,618   765,564 120,054
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       120,054
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 120,054
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
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 right arrow 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) 1 2,920
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 2,920
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 2,920
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 10,437
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 10,437
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,517
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,517 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowJOHN BICS Telephone no.right arrow (440) 649-3155

Located atright arrow31500 AURORA ROADSOLONOH ZIP+4right arrow44139
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
CHRISTOPHER MIKLICH TRUSTEE, VICE CHAIR
1.00 		0 0 0
29500 SOLON ROAD
SOLON,OH44139
LISA MCKAY TRUSTEE
1.00 		0 0 0
29500 SOLON ROAD
SOLON,OH44139
HANNAH DELIS CHAIR, PRESIDENT, TRUSTEE
1.00 		0 0 0
29500 SOLON ROAD
SOLON,OH44139
JENNIFER WOO TRUSTEE
1.00 		0 0 0
29500 SOLON ROAD
SOLON,OH44139
ADRIENE STEMEN SECRETARY, TRUSTEE
1.00 		0 0 0
29500 SOLON ROAD
SOLON,OH44139
DREW MCDERMITT TREASURER
1.00 		0 0 0
31500 AURORA ROAD
SOLON,OH44139
ROB MILLER TRUSTEE
1.00 		0 0 0
29500 SOLON ROAD
SOLON,OH44139
ANDREA ZADD TRUSTEE
1.00 		0 0 0
29500 SOLON ROAD
SOLON,OH44139
MATT SPEECE TRUSTEE
1.00 		0 0 0
29500 SOLON ROAD
SOLON,OH44139
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
5,424,428
b
Average of monthly cash balances.......................
1b
635,724
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
6,060,152
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
6,060,152
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
90,902
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,969,250
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
298,463
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
298,463
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,920
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,920
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
295,543
4
Recoveries of amounts treated as qualifying distributions................
4
1,000
5
Add lines 3 and 4............................
5
296,543
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
296,543
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
951,751
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
951,751
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 296,543
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 194,263
d From 2021...... 343,168
e From 2022...... 649,334
f Total of lines 3a through e ........ 1,186,765
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 951,751
a Applied to 2022, 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 2023 distributable amount..... 296,543
e Remaining amount distributed out of corpus 655,208
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,841,973
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,841,973
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 194,263
c Excess from 2021.... 343,168
d Excess from 2022.... 649,334
e Excess from 2023.... 655,208
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
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 right arrow
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 (2023)
Form 990-PF (2023)
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

24 IN 24

7711 JO ANN DR
CONCORD TOWNSHIP,OH440779257 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 790

A KID AGAIN INC

9347 RAVENNA RD
TWINSBURG,OH44087 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

ADOPTION NETWORK

4614 PROSPECT AVE E 550
CLEVELAND,OH44103 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

AGHOSH INC

25 VANDERVEER RD
FREEHOLD,NJ07728 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500

AKRON-CANTON REGIONAL FOODBANK

350 OPPORTUNITY PARKWAY
AKRON,OH44307 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,250

ALLIANCE UNIVERSITY

2 WASHINGTON ST LBBY
NEW YORK CITY,NY100041017 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC

225 NORTH MICHIGAN AVENUE SUITE
1700
CHICAGO,IL60601 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY NW STE
200
KENNESAW,GA301445882 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 105

AMERICAN CANCER SOCIETY INC

3380 CHASTAIN MEADOWS PARKWAY NW
SUITE 200
KENNESAW,GA301440101 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 639

AMERICAN HEART ASSOCIATION

1375 E 9TH ST 600
CLEVELAND,OH44114 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,394

AMERICAN RED CROSS

3747 EUCLID AVE
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

AMERICAN RED CROSS

431 18TH ST NW
WASHINGTON,DC20006 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 153

AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS DBA ASPCA

520 EIGHTH AVENUE 7TH FLOOR
NEW YORK,NY10018 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

AMERICAN SOCIETY OF NEPALESE ENGINEERS

PO BOX 39524
BALTIMORE,MD21212 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000

AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION

1300 WILSON BLVD SUITE 600
ARLINGTON,VA22209 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

AUBURN CAREER CENTER

8140 AUBURN ROAD
CONCORD,OH44077 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

AURORA ULTIMATE BOOSTERS

109 W PIONEER TRL
AURORA,OH44202 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 35

AURORA VFW

1033 N AURORA ROAD
AURORA,OH44202 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

BAINBRIDGE AUBURN BATTLE BOTS

17810 GEAUGA LAKE ROAD
CHAGRIN FALLS,OH44023 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 500

BALDWIN WALLACE UNIVERSITY

275 EASTLAND RD
BEREA,OH440172005 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 500

BAPS CHARITIES INC

PO BOX 518
WINDSOR,NJ085610518 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,688

BATTERED WOMEN'S SHELTER

974 E MARKET ST
AKRON,OH44305 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 250

BELIEVE IN DREAMS

26300 CEDAR ROAD STE 1105
BEACHWOOD,OH44122 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,600

BELLEFAIRE JEWISH CHILDRENS BUREAU

22001 FAIRMOUNT BLVD
CLEVELAND,OH441184819 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 200

BESSIE'S ANGELS

17017 MILES AVENUE
CLEVELAND,OH44128 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

BEST BUDDIES INTERNATIONAL INC

100 SOUTHEAST 2ND ST SUITE 2200
MIAMI,FL33131 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 500

BIG BROTHERS BIG SISTERS OF GREATER CLEVELAND

14837 DETROIT AVENUE 292
LAKEWOOD,OH44102 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 550

BIG BROTHERS BIG SISTERS OF SUMMIT COUNTY

50 SOUTH MAIN STREET LL110
AKRON,OH44308 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

BLICK CLINIC INC DBA THE BLICK CE

640 WEST MARKET STREET
AKRON,OH44303 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,500

BOWLING GREEN STATE UNIVERSITY

3108 BAA COLLEGE OF BUSINESS ADMIN
BOWLING GREEN,OH43403 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,650

BOY SCOUTS OF AMERICA

2241 WOODLAND AVE
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

BOYS AND GIRLS CLUB OF CLEVELAND

6114 BROADWAY AVE
CLEVELAND,OH44127 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

BRYANT UNIVERSITY

1150 DOUGLAS PIKE
SMITHFIELD,RI029171291 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

BUSINESS VOLUNTEERS UNLIMITED

1300 E 9TH ST SUITE 1220
CLEVELAND,OH44114 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

CANALWAY PARTNERS

PO BOX 609420
CLEVELAND,OH44109 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500

CARLETON COLLEGE

ONE N COLLEGE ST
NORTHFIELD,MN55057 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

CASE ALUMNI ASSOCIATION INCORPORATED

10900 EUCLID AVE
CLEVELAND,OH441061712 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 650

CASE WESTERN RESERVE UNIV

10900 EUCLID AVENUE
CLEVELAND,OH441067037 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 20,130

CATHOLIC CHARITIES CORPORATION

7911 DETROIT AVENUE
CLEVELAND,OH44102 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 300

CATHOLIC CHARITIES SERVING PORTAGE AND STARK COUNTIES

206 W MAIN ST
RAVENNA,OH44266 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,300

CATHOLIC COMMUNITY FOUNDATION

1404 SUPERIOR AVE
CLEVELAND,OH44114 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 750

CHAIR-ITY INC

3643 N SHORE DR
AKRON,OH44333 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 500

CHILDREN'S MUSEUM OF CLEVELAND

3813 EUCLID AVENUE
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,150

CITY BALLET OF CLEVELAND

13108 SHAKER SQ
CLEVELAND,OH441202313 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

CLE HEROES

10883 PEARL ROAD SUITE 102
STRONGSVILLE,OH44136 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,500

CLEVELAND CLINIC

9500 EUCLID AVE
CLEVELAND,OH44195 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,460

CLEVELAND ENGINEERING SOCIETY

3500 LORAIN AVENUE
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

CLEVELAND FOODBANK

15500 S WATERLOO RD
CLEVELAND,OH44110 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25,000

CLEVELAND FURNITURE BANK

13360 SMITH RD
CLEVELAND,OH44130 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,500

CLEVELAND HEARING

11635 EUCLID AVE
CLEVELAND,OH44106 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,700

CLEVELAND LEADERSHIP CENTER

PO BOX 23613
CLEVELAND,OH44023 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

CLEVELAND MUSEUM OF ART

11150 EAST BLVD
CLEVELAND,OH44106 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50,000

CLEVELAND POPS ORECHESTRA

24000 MERCANTILE RD 8
BEACHWOOD,OH44122 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,550

CLEVELAND PUBLIC THEATRE INC

6415 DETROIT AVE
CLEVELAND,OH44102 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10

CLEVELAND RAPE CRISIS CENTER

2937 WEST 25TH STREET 2ND FLOOR
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500

CLEVELAND SIGHT CENTER

1909 EAST 101ST STREET
CLEVELAND,OH44106 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

CLEVELAND STATE UNIVERSITY ALUMNI ASSOCIATION

2121 EUCLID AVE UN501
CLEVELAND,OH441152214 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 75

CLEVELAND STATE UNIVERSITY FOUNDATION

2121 EUCLID AVENUE UN 501
CLEVELAND,OH441152214 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 19,950

CLEVELAND ZOOLOGICAL SOCIETY

3900 WILDLIFE WAY
CLEVELAND,OH44109 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,250

COLLEGE NOW GREATER CLEVEAND

1500 W 3RD ST SUITE 125
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

COLUMBIA LOCAL SCHOOLS

25796 ROYALTON ROAD
COLUMBIA STATION,OH44028 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,200

COMMUNITY ASSESSMENT AND TREATMENT

8411 BROADWAY AVE 3932
CLEVELAND,OH44105 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

CONSERVANCY FOR CUYAHOGA VALLEY NATIONAL PARK

1403 W HINES HILL RD
PENINSULA,OH44264 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,100

CORNERSTONE OF HOPE

5905 BRECKSVILLE RD
INDEPENDENCE,OH44131 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

CROSSROADS

2003 WEST BLVD
CLEVELAND,OH44102 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000

CUYAHOGA COMM COLLEGE FOUNDATION

700 CARNEGIE AVENUE
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 20,000

CYSTIC FIBROSIS FOUNDATION

8001 SWEET VALLEY DR 3
CLEVELAND,OH44125 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 12,000

DOBERMAN UNDERGROUND

114 BARRINGTON TOWN SQUARE STE 345
AURORA,OH44202 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

DR R W TAYLOR SCHOLARSHIP

4258 IDLEBROOK DR
AKRON,OH443331726 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

DRINK LOCAL DRINK TAP INC

1455 WEST 29TH ST
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 150

ENGAGE CLEVELAND

8200 SWEET VALLEY DR 100
CLEVELAND,OH44125 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,775

EQUAL JUSTICE INITIATIVE

122 COMMERCE ST
MONTGOMERY,AL36104 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 275

ESC OF THE WESTERN RESERVE

8221 AUBURN ROAD
PAINESVILLE,OH44077 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

EXTENDED HOUSING INC

270 E MAIN STREET SUITE 300
PAINESVILLE,OH44077 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

FAMILY CONNECTIONS OF NORTHEAST OHIO

11811 SHAKER BLVD SUITE 220
CLEVELAND,OH44120 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 200

FAMILY PROMISE OF GREATER CLEVELAND

3470 E 152ND ST
CLEVELAND,OH44120 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,750

FEED THE CHILDREN INC

333 N MERIDIAN AVE
OKLAHOMA CITY,OK73107 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

FEEDING AMERICA

161 NORTH CLARK STREET SUITE 700
CHICAGO,IL60601 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 275

FEEDING MEDINA COUNTY

650 W SMITH RD C-8
MEDINA,OH44256 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 600

FIELDSTONE FARM THERAPEUTIC

16497 SNYDER RD
CHAGRIN FALLS,OH44023 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

FILLING MEMORIAL HOME OF MERCY INC

N160 STATE ROUTE 108
NAPOLEON,OH43545 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

FOCUS NORTH AMERICA

600 N BELL AVE BLDG 1 SUITE 115
CARNEGIE,PA15106 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

FOCUS RESCUE & REHABILITATION CO

645 MANNING RD
MOGADORE,OH44260 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

FRANCES HAZEL REID ELEMENTARY PTA

800 N KING ST
LEESBURG,VA20176 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 20

FRIENDSHIP ANIMAL PROTECTIVE LEAGUE

8303 MURRAY RIDGE ROAD
ELYRIA,OH44035 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

FRONT STEPS HOUSING AND SERVICES

1545 W 25TH ST
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

GATHERING PLACE

25425 CENTER RIDGE RD
CLEVELAND,OH44110 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,000

GEAUGA MAMA DOGS AND PUPS INC

PO BOX 107
BURTON,OH44021 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

GLOBAL CLEVELAND

1422 EUCLID AVE 1652
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25,000

GOODWILL INDUSTRIES OF GREATER CLEV

408 9TH STREET SW
NCANTON,OH44707 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

GRAFFITI HEART

2452 WEST 7TH STREET
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 275

GREAT LAKES SCIENCE CENTER

601 ERIESIDE AVE
CLEVELAND,OH44114 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,000

GREATER CLEVELAND HABITAT

2110 WEST 110TH STREET
CLEVELAND,OH44102 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 20,000

HAPPY TRAILS FARM ANIMAL SANCTUARY INC

5623 NEW MILFORD ROAD
RAVENNA,OH44266 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

HATTIE LARLHAM FOUNDATION

9772 DIAGONAL RD
MANTUA,OH44255 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

HAVEN OF REST MINISTRIES

PO BOX 547
AKRON,OH44309 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

HIGHLAND FOUNDATION FOR EDUCATIONAL EXCELLENCE INC

3880 RIDGE RD
MEDINA,OH442567920 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 500

HOSPICE OF THE WESTERN RESERVE INC

17876 ST CLAIR AVENUE
CLEVELAND,OH44110 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

HUMANE SOCIETY OF SUMMIT COUNTY

7996 DARROW ROAD SUITE 30
TWINSBURG,OH44087 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 300

HUMANITY OF PORTAGE COUNTY INC

6630 CLEVELAND ROAD
RAVENNA,OH44266 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,250

HUNGER NETWORK OF GREATER CLEVELAND

4415 EUCLID AVE SUITE 110
CLEVELAND,OH44103 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,500

ICHTHUS UNIVERSITY MINISTRIES INC

PO BOX 860135
SHAWNEE,KS662860135 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,200

IDEASTREAM PUBLIC MEDIA

1375 EUCLID AVENUE
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 735

INLET DANCE THEATRE

2937 WEST 25TH ST SUITE D
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 30

INMOTION

23905 MERCANTILE RD
BEACHWOOD,OH44122 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 150

INTERNATIONAL RESCUE COMMITTEE INC

122 E 42ND ST
NEW YORK,NY10168 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 275

JEWISH FEDERATION OF CLEVELAND

25701 SCIENCE PARK DR
BEACHWOOD,OH441227302 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 975

JOHN CARROLL UNIVERSITY

20700 NORTH PARK BLVD
CLEVELAND,OH44118 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,650

JOURNEY CENTER FOR SAFETY

PO BOX 5466
CLEVELAND,OH44101 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,500

JUNIOR ACHIEVEMENT OF GREATER CLEVELAND

1422 EUCLID AVE SUITE 952
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 36

KANSAS STATE UNIVERSITY FOUNDATION

1800 KIMBALL AVE STE 200
MANHATTAN,KS66502 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 250

KEEP STRONGSVILLE SAFE

17261 GREENWOOD DRIVE
STRONGSVILLE,OH44149 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

KENYON COLLEGE

209 CHASE AVE
GAMBIER,OH430225024 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,119

KIDS' BOOK BANK CLEVELAND

3635 PERKINS AVE
CLEVELAND,OH44114 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500

KNIGHTS OF COLUMBUS CHARITIES INC

ONE COLUMBUS PLAZA
NEW HAVEN,CT06510 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 240

KOINONIA HOMES INC

6161 OAK TREE BLVD SUITE 400
INDEPENDENCE,OH44131 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

LAKE GEAUGA EDUCATIONAL ASSISTANCE

7700 CLOCKTOWER DR C-2048
PAINSEVILLE,OH44094 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

LAKE HUMANE SOCIETY

7564 TYLER BOULEVARD BLDG E
MENTOR,OH44060 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

LAURA'S HOME

5310 CARNEGIE AVENUE
CLEVELAND,OH44103 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,425

LEADERSHIP LAKE COUNTY

8804 MENTOR AVENUE
MENTOR,OH44060 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

LEGACIES OF SUCCESS COMMUNITY DEVELOPMENT CORPORATION

PO BOX 4856
AKRON,OH44310 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

LEGAL AID SOCIETY OF CLEVELAND

1223 WEST SIXTH STREET
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 275

LESBIAN GAY BISEXUAL TRANSGENDER

6705 DETROIT AVENUE
CLEVELAND,OH44102 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500

LIFE OUTREACH INTERNATIONAL ASSOCIATION OF CHURCHES INC

PO BOX 982000
FORT WORTH,TX76182 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

LITERACY PARTNERS

75 MAIDEN LANE SUITE 1102
NEW YORK,NY10038 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 104

MAGNET

1768 E 25TH ST
CLEVELAND,OH44114 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

MAKE-A-WISH OHIO KENTUCKY & INDIANA

2545 FARMERS DRIVE SUITE 300
COLUMBUS,OH43235 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 500

MAKE-A-WISH

6060 ROCKSIDE WOODS BLVD STE 315
INDEPENDENCE,OH44131 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 15,650

MANUFACTURING WORKS

4855 W 130TH ST
CLEVELAND,OH44135 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 17,500

MARGIE'S HOPE

1384 W 117TH STREET
LAKEWOOD,OH44107 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

MAUI FOOD BANK INC

760 KOLU STREET
WAILUKU,HI96793 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

MAUI HUMANE SOCIETY INC

PO BOX 1047
PUUNENE,HI96784 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

MEDINA HOSPITAL FOUNDATION

1000 E WASHINGTON ST
MEDINA,OH44256 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

MIAMI UNIVERSITY

501 E HIGH ST
OXFORD,OH45056 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 54,950

MILESTONES AUSTISM ORGANIZATION

4853 GALAXY PKWY
CLEVELAND,OH44128 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,650

MULTIPLE BREED RESCUE

37305 ROYALTON RD
GRAFTON,OH440449177 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

MUSLIM ASSOCIATION OF CLEVELAND EAST

9991 LITTLE MOUNTAIN RD
CONCORD TOWNSHIP,OH440608037 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

NATIONAL EATING DISORDERS ASSOCIATION

3308 PRESTON ROAD SUITE 350-111
PLANO,TX75093 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

NATIONAL PARK FOUNDATION

1500 K STREET SUITE 700 NW
WASHINGTON,DC20005 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 35

NATIONAL SOCIETY OF BLK ENGINEERS

2070 NEIL AVENUE
COLUMBUS,OH43210 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000

NEEMAN FOUNDATION USA

18 HAZELTON RD
NEWTON CENTER,MA024591047 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

NORTHEAST OHIO FOUNDATION FOR PATRIOTISM

169 KENSINGTON OVAL
ROCKY RIVER,OH441161506 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500

NORTHEAST OHIO NATIONAL SOCIETY OF

PO BOX 24190
MAYFIELD HEIGHTS,OH44124 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

NORTHEAST OHIO SPCA

9555 BROOKPARK RD
PARMA,OH44129 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 450

OHIO ASSOC OF INDEPENDENT SCHOOLS SCHOLARSHIP GRANTING ORGANIZATION

PO BOX 492
GRANVILLE,OH430230492 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 750

OHIO UNIVERSITY FOUNDATION

POBOX 869
ATHENS,OH45701 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,750

OHIO WESLEYAN UNIVERSITY

61 S SANDUSKY ST
DELAWARE,OH430152333 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

OPEN ARMS ADOPTION

11 ROVER STREET STE B
KENT,OH44240 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

ORANGE EFFECT FOUNDATION

17040 AMBER DRIVE
CLEVELAND,OH44111 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

OUR LADY OF PERPETUAL HELP

342 S CHILLICOTHE RD
AURORA,OH44202 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 480

PARKINSON'S FOUNDATION INC

1359 BROADWAY SUITE 1509
NEW YORK,NY10018 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

PEEL DEM LAYERS BACK

1484 E 105TH ST
CLEVELAND,OH44106 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,300

PORTAGE ANIMAL PROTECTIVE LEAGUE

8122 INFIRMARY RD
RAVENNA,OH442668047 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 125

PROFESSIONAL FLAIR INC

3030 EUCLID AVE SUITE 100
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

QUIRE CLEVELAND

3 SEVERANCE CIRCLE 181553
CLEVELAND HEIGHTS,OH44118 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 30

REMEMBER NHU

PO BOX 27000
AKRON,OH44319 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 960

RENEE JONES EMPOWERMENT CENTER

3764 PEARL RD SUITE 200
CLEVELAND,OH44109 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 500

REPLAY FOR KIDS

600 W STURBRIDGE DR
MEDINA,OH44256 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,100

RONALD MCDONALD HOUSE

10415 EUCLID AVE
CLEVELAND,OH44106 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,583

ROTARY CLUB OF SOLON

1122 PROSPECT AVE E
SOLON,OH44139 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,200

SAINT IGNATIUS HIGH SCHOOL

1911 W 30TH ST
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC28607 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 150

SANTA'S HIDEAWAY HOLLOW

15400 BUNDYSBURG ROAD
MIDDLEFIELD,OH44062 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

SECONDHAND MUTTS

2603 SCRANTON RD
CLEVELAND,OH44113 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 275

SOLON CHAMBER OF COMMERCE

6240 SOME CENTER RD STE 110
SOLON,OH44139 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

SOLON CITY SCHOOL DISTRICT

33800 INWOOD ROAD
SOLON,OH44139 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

SOLON VFW

6340 MELBURY AVENUE
SOLON,OH44139 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

ST MARTIN OF TOURS PARISH

14600 TURNEY RD
MAPLE HEIGHTS,OH441374781 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 440

ST JUDE CHILDREN'S RESEARCH HOSPITAL

501 DANNY THOMAS PLACE
MEMPHIS,TN38105 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,361

ST JUDE LEAGUE

205 W MONROE STREET
CHICAGO,IL60606 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 75

SUSAN G KOMEN BREAST CANCER FOUNDATION - NE OHIO

5350 TRANSPORTATION BLVD 22
GARFIELD HEIGHTS,OH44125 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25,000

SUSAN G KOMEN BREAST CANCER FOUNDATION INC NATIONAL OFFICE

13770 NOEL ROAD SUITE 801889
DALLAS,TX75380 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 534

TEAM NEO

1111 SUPERIOR AVE
CLEVELAND,OH44114 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

THE DOWN SYNDROME ASSOCIATION OF NORTHEAST OHIO

PO BOX 31720
INDEPENDENCE,OH44131 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 700

THE EDNA HOUSE

2007 W 65TH ST
CLEVELAND,OH44102 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

THE EMERGENCY ASSISTANCE CENTER INC

9199 OLDE EIGHT ROAD STE C
NORTHFIELD,OH44067 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,600

THE HUMANE SOCIETY OF THE UNITED STATES

1255 23RD STREET NW SUITE 450
WASHINGTON,DC20037 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

THE JOSETTE BEDDELL

PO BOX 8497
CANTON,OH44711 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,500

THE LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,240

THE LITTLEST HEROES INC

PO BOX 470188
CLEVELAND,OH44147 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

THE OHIO STATE UNIVERSITY

1971 NEIL AVE
COLUMBUS,OH43210 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 19,950

THE PINK AGENDA INC

28 W 44TH STREET SUITE 609
NEW YORK,NY10036 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

THE SHRINERS HOSPITAL FOR CHILDREN

PO BOX 31356
TAMPA,FL33631 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 42

THE TREVOR PROJECT

PO BOX 69232
WEST HOLLYWOOD,CA90069 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,600

THE UNIVERSITY OF AKRON FOUNDATION

411 WOLF LEDGES PKWY
AKRON,OH44311 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

THE UNIVERSITY OF CINCINNATI

51 GOODMAN DRIVE SUITE 100
CINCINNATI,OH452190970 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,650

THE UNIVERSITY OF TOLEDO FOUNDATION

4510 DORR STREET MS 820
TOLEDO,OH436154040 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,750

THE WELL COMMUNITY DEVELOPMENT

647 E MARKET STREET
AKRON,OH44304 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,075

TOWARDS EMPLOYMENT

1255 EUCLID AVE 300
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 15,150

TRI COUNTY JOBS FOR OHIOS GRADUATES

1333 HOME AVENUE
AKRON,OH44310 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

UNBOUND

1 ELMWOOD AVENUE
KANSAS CITY,KS66103 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 516

UNITED NEGRO COLLEGE FUND INC

1805 7TH STREET NW
WASHINGTON,DC20001 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 200

UNITED SERVICE ORGANIZATIONS INC (USO WORLD HEADQUARTERS)

2111 WILSON BLVD SUITE 1200
ARLINGTON,VA22201 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,500

UNIVERSITY OF AKRON

302 BUCHTEL COMMONS
AKRON,OH443256205 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 19,950

URBAN VISION

749 BLAINE AVENUE
AKRON,OH44310 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

USO OF NORTHERN OHIO

20637 EMERALD PKWY
CLEVELAND,OH44135 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000

USS CLEVELAND LEGACY FOUNDATION

1201 N MARGINAL RD
CLEVELAND,OH44114 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,936

VERTICAL RAISE NP INC

424 E SHERMAN AVE STE 208
COEUR D ALENE,ID838142756 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25

VITALITY CHURCH INC

8500 STATION ST STE 280
MENTOR,OH440604974 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,025

VOCATIONAL GUIDANCE SERVICES

2239 E 55TH ST
CLEVELAND,OH44103 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 12,000

VOLUNTEERS OF AMERICA OF

1776 E BROAD STREET
COLUMBUS,OH43203 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 12,470

WESTERN RESERVE CHORALE

2470 MIRAMAR BLVD
UNIVERSITY HEIGHTS,OH441183820 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 40

WOMANKIND INC

5350 TRANSPORTATION BLVD STE 18
GARFIELD HEIGHTS,OH44125 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 50

WOMEN FOR SOBRIETY INC

PO BOX 618
QUAKERTOWN,PA18951 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 500

WOMENSAFE

12041 RAVENNA RD
CHARDON,OH44024 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

WORLD FOOD PROGRAM USA

1725 EYE STREET NW SUITE 510 SUITE
510
WASHINGTON,DC20006 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

WOUNDED HEROES FOUNDATION INC

150 N RIVERSIDE PLAZA SUITE 3000
CHICAGO,IL60606 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 320

YOUNGSTOWN STATE UNIVERSITY FOUNDATION

655 WICK AVE
YOUNGSTOWN,OH44502 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100

YOUTH CHALLENGE SPORTS

800 SHARON DR SUITE C
WESTLAKE,OH44145 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,500

YOUTH OPPORTUNITIES UNLIMITED

1228 EUCLID AVE SUITE 200
CLEVELAND,OH44115 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

ZANES FOUNDATION

3105 DEVONSHIRE RD
STOW,OH44109 		N/A PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
Total .................................right arrow 3a 917,600
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 23,248  
4 Dividends and interest from securities ....     14 78,527  
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 ............ 		    18 120,054  
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) .. 0 221,829 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
221,829
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PWC ACCOUNTING FEES 2,900 1,450   1,450

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
Statement:
MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITH THE STATE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
Name of Bond End of Year Book Value End of Year Fair Market Value
ANCORA ADVISORS LLC 3,056,653 2,743,625

TY 2023 InvestmentsCorpStockSchedule
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
Name of Stock End of Year Book Value End of Year Fair Market Value
ANCORA ADVISORS LLC - MUTUAL FUNDS 454,000 548,458
ANCORA ADVISORS LLC - ETFS 552,408 747,670

TY 2023 InvestmentsGovtObligationsSch
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
US Government Securities - End of Year Book Value:

1,099,106
US Government Securities - End of Year Fair Market Value:

1,005,392
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 OtherExpensesSchedule
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PNC BANK FEES 2,123 1,062   1,061
WE PAY - MATCHING 30,142 0   30,142
WE PAY - PROCESSING FEES 2,596 1,298   1,298


TY 2023 OtherIncreasesSchedule
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
Description Amount
REVERSAL OF PRIOR YEAR OUTSTANDING CHECK, NEVER CASHED 1,000


TY 2023 OtherProfessionalFeesSchedule
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANCORA ADVISORS LLC - PROFESSIONAL FEES 7,937 7,937   0


TY 2023 TaxesSchedule
Name:
THE SWAGELOK FOUNDATION
EIN:
34-1923618
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE OF OHIO FILING FEE 200 0   200