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 LOZICK FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)29425 CHARGIN BOULEVARD 201
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PEPPER PIKE, OH44122
A Employer identification number

61-6554435
B Telephone number (see instructions)

(216) 839-0400
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$292,869,337
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 7,854,321
2 Check right arrow.............
3 Interest on savings and temporary cash investments 26,554 26,554  
4 Dividends and interest from securities... 5,920,220 5,781,968  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,199,345
b Gross sales price for all assets on line 6a 52,789,500
7 Capital gain net income (from Part IV, line 2)... 4,199,345
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)....... -378,849 -378,849 0
12 Total. Add lines 1 through 11........ 17,621,591 9,629,018 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 412,500 82,500 0 330,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 15,259 0 0 15,259
b Accounting fees (attach schedule)....... 26,250 13,125 0 13,125
c Other professional fees (attach schedule).... 1,420,217 976,367 0 443,850
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 137,903 137,703 0 200
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 35,524 32,533 0 2,451
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,047,653 1,242,228 0 804,885
25 Contributions, gifts, grants paid....... 12,742,684 12,742,684
26 Total expenses and disbursements. Add lines 24 and 25 14,790,337 1,242,228 0 13,547,569
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,831,254
b Net investment income (if negative, enter -0-) 8,386,790
c Adjusted net income (if negative, enter -0-)... 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............. 54,022 2,869,345 2,869,345
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow588,812
Less: allowance for doubtful accounts right arrow     588,812 588,812
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 263,927,694 Click to see attachment
List of Attached Documents:
// Content
263,184,455
289,411,180
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) 263,981,716 266,642,612 292,869,337
Liabilities 17 Accounts payable and accrued expenses.......... 361,881  
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)......... 361,881 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 263,619,835 266,642,612
29 Total net assets or fund balances (see instructions)..... 263,619,835 266,642,612
30 Total liabilities and net assets/fund balances (see instructions). 263,981,716 266,642,612
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
263,619,835
2
Enter amount from Part I, line 27a .....................
2
2,831,254
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
191,523
4
Add lines 1, 2, and 3 ..........................
4
266,642,612
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
266,642,612
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 WELLS FARGO #1624 P   2023-12-31
b WELLS FARGO #1624 P   2023-12-31
c WELLS FARGO #3355 P   2023-12-31
d WELLS FARGO #3355 P   2023-12-31
e WELLS FARGO #1157 P   2023-12-31
WELLS FARGO #1157 P   2023-12-31
KEYBANK #6932 P   2023-12-31
KEYBANK #6932 P   2023-12-31
WELLS FARGO #2008 P   2023-12-31
WELLS FARGO #2008 P   2023-12-31
WELLS FARGO #2078 P   2023-12-31
WELLS FARGO #2078 P   2023-12-31
WELLS FARGO #5916 P   2023-12-31
WELLS FARGO #5916 P   2023-12-31
WELLS FARGO #2284 P   2023-12-31
WELLS FARGO #2284 P   2023-12-31
KEYBANK #6931 P   2023-12-31
KEYBANK #6931 P   2023-12-31
TOWNSEND REAL ESTATE ALPHA FUND III,LP P   2023-12-31
TOWNSEND REAL ESTATE ALPHA FUND III,LP P   2023-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,029,157   5,029,680 -523
b 798,087   1,041,897 -243,810
c 6,722,990   6,727,449 -4,459
d 15,883,748   16,533,941 -650,193
e 577,281   463,535 113,746
4,456,118   3,653,122 802,996
918,223   957,598 -39,375
3,183,774   2,686,041 497,733
3,027,523   3,386,703 -359,180
4,993,357   4,265,775 727,582
488,381   406,271 82,110
1,960,634   2,181,905 -221,271
705,561   766,884 -61,323
1,977,030   1,716,368 260,662
43,633   54,614 -10,981
591,105   754,369 -163,264
427,000   440,919 -13,919
923,048   908,887 14,161
63     63
645     645
3,467,945     3,467,945
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       -523
b       -243,810
c       -4,459
d       -650,193
e       113,746
      802,996
      -39,375
      497,733
      -359,180
      727,582
      82,110
      -221,271
      -61,323
      260,662
      -10,981
      -163,264
      -13,919
      14,161
      63
      645
      3,467,945
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 4,199,345
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 -293,841
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) 1 116,576
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........................... 3 116,576
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- ..... 5 116,576
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 200,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 110,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 310,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 10 193,424
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow193,424 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 arrowDOUGLAS S SPICER Telephone no.right arrow (216) 839-0400

Located atright arrow29425 CHAGRIN BOULEVARD STE 201PEPPER PIKEOH ZIP+4right arrow44122
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)
Yes
 
(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
 
No
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
CATHERINE L LOZICK PRESIDENT/TRUSTEE
2.00
50,000 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
THOMAS J JANOCH VP/TREASURER/TRUSTEE
4.00
50,000 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
JAMES C BOLAND TRUSTEE
1.00
0 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
JULIE A BOLAND TRUSTEE
1.00
0 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
CHRISTOPHER P HITCHCOCK EXECUTIVE DIRECTOR
20.00
0 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
WILLIAM N WEST TRUSTEE
1.00
100,000 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
KELLY A BROWNE TRUSTEE
1.00
62,500 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
TIMOTHY P RYAN TRUSTEE
1.00
50,000 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
THOMAS F LOZICK TRUSTEE
1.00
50,000 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
DECH HOLDINGS LLC SECRETARY/TRUSTEE
10.00
50,000 0 0
29425 CHAGRIN BOULEVARD STE 201
PEPPER PIKE,OH44122
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
STREN INC MANAGEMENT SERVICES 885,200
29425 CHAGRIN BOULEVARD
PEPPER PIKE,OH44122
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
265,957,189
b
Average of monthly cash balances.......................
1b
7,450,634
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
273,407,823
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
273,407,823
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,101,117
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
269,306,706
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
13,465,335
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
13,465,335
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
116,576
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
116,576
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
13,348,759
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
13,348,759
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
13,348,759
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
13,547,569
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
13,547,569
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 13,348,759
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......  
d From 2021......  
e From 2022...... 1,757,484
f Total of lines 3a through e ........ 1,757,484
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 13,547,569
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..... 13,348,759
e Remaining amount distributed out of corpus 198,810
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 1,956,294
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 ......
1,956,294
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022.... 1,757,484
e Excess from 2023.... 198,810
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

ACCURACY IN MEDIA

1717 K STREET NW SUITE 900
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 1,000

ACHIEVEMENT CENTERS FOR CHILDREN

4255 NORTHFIELD ROAD
HIGHLAND HILLS,OH00000
NONE PC GENERAL SUPPORT 15,000

ACTION ON SMOKING AND HEALTH (ASH)

1250 CONNECTICUT AVE NW 7TH FLOOR
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 1,000

ADOPTION NETWORK CLEVELAND

4614 PROSPECT AVENUE SUITE 550
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 20,000

ALEX'S LEMONADE STAND

333 E LANCASTER AVE 414
WYNNEWOOD,PA00000
NONE PC GENERAL SUPPORT 5,000

ALLIANCE DEFENDING FREEDOM

15100 N 90TH STREET
SCOTTSDALE,AZ00000
NONE PC GENERAL SUPPORT 5,000

ALLIANCE FOR WORKING TOGETHER

PO BOX 123
MENTOR,OH00000
NONE PC GENERAL SUPPORT 10,000

ALS TDI

480 ARESENAL STREET SUITE 201
WATERTOWN,MA00000
NONE PC GENERAL SUPPORT 100

ALZHEIMER'S ASSOCIATION

23215 COMMERCE PARK DRIVE SUITE 300
BEACHWOOD,OH00000
NONE PC GENERAL SUPPORT 5,000

AMERICAN COUNCIL FOR CAPITAL FORMATION

1001 CONNECTICUT AVE NW SUITE 620
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 5,000

AMERICAN ENTERPRISE INSTITUTE

1789 MASSACHUSETTS AVE NW
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 55,000

AMERICAN FEDERATION FOR CHILDREN GROWTH FUND

1020 19TH ST NW SUITE 675
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 10,000

AMERICAN FOREIGN POLICY COUNCIL

509 C ST NE
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 25,000

AMERICAN LEGISLATIVE EXCHANGE COUNCIL

2900 CRYSTAL DRIVE 6TH FLOOR
ARLINGTON,VA00000
NONE PC GENERAL SUPPORT 5,000

AMERICAN OPPORTUNITY FDN

PO BOX 320037
ALEXANDRIA,VA00000
NONE PC GENERAL SUPPORT 1,000

AMERICAN POLICY ROUNDTABLE

POBOX 360470
STRONGSVILLE,OH00000
NONE PC GENERAL SUPPORT 15,000

AMERICAN SPECTATOR FOUNDATION

122 S ROYAL ST
ALEXANDRIA,VA00000
NONE PC GENERAL SUPPORT 5,000

ARC BROWARD INC

10250 NW 53RD ST
SUNRISE,FL00000
NONE PC GENERAL SUPPORT 1,000

ARTS COUNCIL OF GREATER BATON ROUGE INC

427 LAUREL STREET
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

ATLANTIC LEGAL FOUNDATION

500 MAMARONECK AVENUE SUITE 320
HARRISON,NY00000
NONE PC GENERAL SUPPORT 5,000

AUBURN CAREER CENTER

8140 AUBURN RD
CONCORD,OH00000
NONE PC GENERAL SUPPORT 500

AUBURN EDUCATION FOUNDATION

8140 AUBURN RD
CONCORD,OH00000
NONE PC GENERAL SUPPORT 125,000

AUTISM SPEAKS

4700 ROCKSIDE RD STE420
INDEPENDENCE,OH00000
NONE PC GENERAL SUPPORT 10,000

AWT - LAKE SHORE COMPACT

PO BOX 123
MENTOR,OH00000
NONE PC GENERAL SUPPORT 15,000

AWT TRANSFORMATION TRAINING CTR

PO BOX 123
MENTOR,OH00000
NONE PC GENERAL SUPPORT 250,000

BARBERTON HIGH SCHOOL-4 CITIES COMPACT

555 BARBER ROAD
BARBERTON,OH00000
NONE PC GENERAL SUPPORT 15,000

BATON ROUGE AREA FOUNDATION

100 NORTH STREET SUITE 900
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 50,000

BATON ROUGE BALLET THEATRE

POBOX 82288
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

GREATER BATON ROUGE CRIME STOPPERS INC

9000 AIRLINE HWY
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

BATON ROUGE EPICUREAN SOCIETY

PO BOX 14178
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 10,000

BATON ROUGE GENERAL FOUNDATION

8490 PICARDY AVE 300A
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

BATON ROUGE ZOO FRIENDS OF

3601 THOMAS RD
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

BATTLE AGAINST AUTISM

11455 AIRLINE HIGHWAY
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 20,000

BEAUMONT SCHOOL

3301 NORTH PARK BLVD
CLEVELAND HEIGHTS,OH00000
NONE PC GENERAL SUPPORT 78,000

BECKET FUND

1919 PENNSYLVANIA AVE NW STE400
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 25,000

BENEDICTINE HIGH SCHOOL

2900 MARTIN LUTHER KING JR DR
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 44,500

BENJAMIN ROSE INSTITUTE ON AGING

11890 FAIRHILL BLVD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

BENJAMIN RUSH INSTITUTE

PO BOX 610-001
DFW AIRPORT,TX00000
NONE PC GENERAL SUPPORT 25,000

BIG BROTHERS BIG SISTERS

14837 DETROIT AVE 292
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

BIKE CLEVELAND

3000 BRIDGE AVE SUITE 1
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 100

BIO-MED SCIENCE ACADEMY STEM SCHOOL

PO BOX 95
ROOTSTOWN,OH00000
NONE PC GENERAL SUPPORT 25,000

BLUE COATS

23300 MERCANTILE ROAD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,700

BOYS & GIRLS CLUBS OF BROWARD COUNTY

877 NW 61ST STREET
FORT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 85,000

BOYS & GIRLS CLUBS OF THE EMERALD COAST

923 DENTON ROAD
FORT WALTON BEACH,FL00000
NONE PC GENERAL SUPPORT 5,000

BOYS AND GIRLS CLUBS OF NE OHIO

6114 BROADWAY AVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

BOYS HOPE GIRLS HOPE OF NE OHIO

9619 GARFIELD BLVD
GARFIELD HEIGHTS,OH00000
NONE PC GENERAL SUPPORT 60,000

BREAKTHROUGH SCHOOLS

3615 SUPERIOR AVE BLDG44 STE4403D
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 500,000

BRETT BOYER FOUNDATION

PO BOX 754
BRENTWOOD,TN00000
NONE PC GENERAL SUPPORT 10,000

BUCKEYE INSTITUTE

88 EAST BROAD ST SUITE 1300
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 110,000

BURTON MIDDLEFIELD ROTARY

PO BOX 516
BURTON,OH00000
NONE PC GENERAL SUPPORT 250

BURTON PUBLIC LIBRARY

PO BOX 427
BURTON,OH00000
NONE PC GENERAL SUPPORT 100

CAMP KESEM

PO BOX 14097
GAINESVILLE,FL00000
NONE PC GENERAL SUPPORT 2,500

CAPITAL RESEARCH CENTER

1513 16TH ST NW
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 55,000

CAPITAL UNIVERSITY SCHOOL OF NURSING

12 YOCHUM HALL 1 COLLEGE AND MAIN
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 2,500

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

CATHOLIC CHARITIES

7911 DETROIT AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

CLEVELAND CLINIC

9500 EUCLID AVENUE/DV2
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

CLEVELAND CLINIC - WESTON (ROSE PROGRAM)

2950 CLEVELAND CLINIC BLVD
WESTON,FL00000
NONE PC GENERAL SUPPORT 2,500

CLEVELAND CLINIC FLORIDA

2950 CLEVELAND CLINIC BLVD
WESTON,FL00000
NONE PC GENERAL SUPPORT 10,000

CCF - BREAST CTR - DR FANNING & DR DJOHAN

9500 EUCLID AVE/UA3
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 7,500

CCF - CARDIOLOGY - GHOBRIAL

9500 EUCLID AVE/UA3
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

CCF - CARDIOLOGY - NAKHIA

9500 EUCLID AVE/UA3
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

CCF - COLE EYE CAPITAL

9500 EUCLID AVENUE/DV2
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 400,000

CCF - DIABESITY PROJECT

9500 EUCLID AVE/DP2
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 250,000

CCF - DIABESITY PROJECT

9500 EUCLID AVE/DP2
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 250,000

CCF - HILLCREST LOZICK CANCER PAVILION

9500 EUCLID AVENUE/DV2
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 84,000

CCF - HYPERBARIC RESEARCH

9500 EUCLID AVE/DP2
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 500,000

CCF - LOZICK CANCER PAVILION

9500 EUCLID AVENUE/DV2
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 300,000

CCF - NEUROLOGY

9500 EUCLID AVE/UA3
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 7,500

CCF - PULMONARY - DR LATIFI

9500 EUCLID AVE/UA3
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 7,500

CCF - WESTON

2950 CLEVELAND CLINIC BLVD
WESTON,FL00000
NONE PC GENERAL SUPPORT 10,000

CCF - WESTON - KELLY'S ROOM

2950 CLEVELAND CLINIC BLVD
WESTON,FL00000
NONE PC GENERAL SUPPORT 10,000

CCF - WESTON (LOZICK CANCER CARE)

2950 CLEVELAND CLINIC BLVD
WESTON,FL00000
NONE PC GENERAL SUPPORT 1,000,000

CCF - WESTON (LOZICK CANCER CARE)

2950 CLEVELAND CLINIC BLVD
WESTON,FL00000
NONE PC GENERAL SUPPORT 1,000,000

CCF - WESTON (PATIENT NAVIGATORS)

2950 CLEVELAND CLINIC BLVD
WESTON,FL00000
NONE PC GENERAL SUPPORT 350,000

CENTERS FOR FAMILIES AND CHILDREN

5209 DETROIT AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 500

CHAGRIN FALLS HISTORICAL SOCIETY

PO BOX 515
CHAGRIN FALLS,OH00000
NONE PC GENERAL SUPPORT 500

CHAGRIN FOUNDATION FOR ARTS & CULTURE

88 NORTH MAIN ST
CHAGRIN FALLS,OH00000
NONE PC GENERAL SUPPORT 500

CHILDREN'S HARBOR

19425 SW 58TH MANOR
PEMBROKE PINES,FL00000
NONE PC GENERAL SUPPORT 5,000

CHRIST CHILD SOCIETY OF CLEVELAND

7901 DETROIT AVE SUITE 300
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

CITIZENS AGAINST GOVERNMENT WASTE

1100 CONNECTICUT AVE NW SUITE 650
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 2,500

CITY CLUB OF CLEVELAND

850 EUCLID AVE STE200
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 500

CITY MISSION

5310 CARNEGIE AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 110,000

CITY YEAR CLEVELAND

3615 SUPERIOR AVE BLDG44 STE44-2B
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 350,000

CLEVELAND ANIMAL PROTECTIVE LEAGUE

1729 WILEY AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 3,000

CLEVELAND CENTRAL CATHOLIC HIGH SCHOOL

6550 BAXTER AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 45,000

CLEVELAND CULTURAL GARDENS

10823 MAGNOLIA DRIVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,500

CLEVELAND HEARING & SPEECH CENTER

11635 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 55,000

CLEVELAND INSTITUTE OF ART

11610 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 20,000

CLEVELAND LEADERSHIP CENTER

PO BOX 23613
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

CLEVELAND MUSEUM OF ART

11150 EAST BOULEVARD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 20,000

CLEVELAND MUSEUM OF NATURAL HISTORY

1 WADE OVAL DRIVE UNIVERSITY CIRCLE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 20,000

CLEVELAND ORCHESTRA

SEVERANCE HALL
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 20,000

CLEVELAND PLAY HOUSE

1901 EAST 13TH STREET SUITE 200
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,500

CLEVELAND POLICE FOUNDATION

2301 PAYNE AVE SUITE 201
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 20,000

CLEVELAND PREGNANCY CENTER

3924 LORAIN AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

CLEVELAND PUBLIC LIBRARY FOUNDATION

325 SUPERIOR AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

CLEVELAND RAPE CRISIS CENTER

2937 W 25TH ST 2ND FLOOR
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

CLEVELAND RESTORATION SOCIETY

3751 PROSPECT AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 500

CLEVELAND SIGHT CENTER

1909 EAST 101ST STREET
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

CLEVELAND WATER ALLIANCE

6815 EUCLID AVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 37,500

CLEVELAND ZOOLOGICAL SOCIETY

3900 WILDLIFE WAY
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 6,000

COASTAL CONSERVATION ASSOCIATION

PO BOX 86458
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 10,000

COLLEGE NOW

1500 WEST 3RD STREET SUITE 125
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

COMMON GOAL FOUNDATION

4700 ROCKSIDE ROAD 455
INDEPENDENCE,OH00000
NONE PC GENERAL SUPPORT 5,000

COMMUNITY FOUNDATION OF BROWARD COUNTY

910 E LAS OLAS BLVD 200
FORT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 5,000

COMMUNITY WEST FOUNDATION - KEMPER HOUSE RESEARCH

21851 CENTER RIDGE RD STE408
ROCKY RIVER,OH00000
NONE PC GENERAL SUPPORT 5,000

COMPETITIVE ENTERPRISE INSTITUTE

1310 L ST NW 7TH FLOOR
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 2,500

CONXUSNEO

388 S MAIN ST 205
AKRON,OH00000
NONE PC GENERAL SUPPORT 25,000

COUNCIL FOR NATIONAL POLICY

444 NORTH CAPITAL ST NW SUITE 830
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 2,000

COVENANT HOUSE - FT LAUDERDALE

733 BREAKERS AVENUE
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 10,000

CRIME STOPPERS OF BROWARD COUNTY

1451 W CYPRESS CREEK ROAD SUITE 300
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 7,500

CRIME STOPPERS OF CUYAHOGA COUNTY

1215 W 3RD ST
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 12,500

CROATIAN HERITAGE MUSEUM

34900 LAKE SHORE BLVD
EASTLAKE,OH00000
NONE PC GENERAL SUPPORT 5,000

CUYAHOGA COMMUNITY COLLEGE FDN

700 CARNEGIE AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 32,500

CUYAHOGA COUNTY POLICE CHIEFS ASSN

800 DEEP WOODS DRIVE
AURORA,OH00000
NONE PC GENERAL SUPPORT 1,000

CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION

2111 SNOW ROAD
PARMA,OH00000
NONE PC GENERAL SUPPORT 1,000

CUYAHOGA VALLEY CAREER CENTER

8001 BRECKSVILLE RD
BRECKSVILLE,OH00000
NONE PC GENERAL SUPPORT 8,500

CUYAHOGA VALLEY SCENIC RAILROAD

P O BOX 158
PENINSULA,OH00000
NONE PC GENERAL SUPPORT 1,000

CYSTIC FIBROSIS

425 LITERARY RD STE100
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 9,070

DDC CLINIC

14567 MADISON ROAD
MIDDLEFIELD,OH00000
NONE PC GENERAL SUPPORT 5,000

DOWNS SYDROME ASSOCIATION (XUPSIDE OF DOWNS)

PO BOX 31720
INDEPENDENCE,OH00000
NONE PC GENERAL SUPPORT 5,000

DOWNTOWN CLEVELAND ALLIANCE

1010 EUCLID AVENUE 3RD FLOOR
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

DREAMS COME TRUE OF LOUISIANA

PO BOX 1252
YOUNGSVILLE,LA00000
NONE PC GENERAL SUPPORT 10,000

DUCKS UNLIMITED-BATON ROUGE

4747 ONEAL LN STEA
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 10,000

EDGE TACTICAL FOUNDATION INC

8470 TYLER BLVD
MENTOR,OH00000
NONE PC GENERAL SUPPORT 10,000

EDWINS LEADERSHIP & RESTAURANT INSTITUTE

13101 SHAKER SQUARE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 15,000

EHLERS-DANLOS RESEARCH FOUNDATION INC

1829 REISTERTOWN RD 100
PIKEVILLE,MD00000
NONE PC GENERAL SUPPORT 5,000

EHLERS-DANLOS SOCIETY

447 BROADWAY 2ND FL 670
NEW YORK,NY00000
NONE PC GENERAL SUPPORT 12,500

EMERALD COAST CRIME STOPPERS

50 2ND STREET
SHALIMAR,FL00000
NONE PC GENERAL SUPPORT 10,000

EMPOWER 225

4829 WINBOURNE AVENUE
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 10,000

EMPOWER SPORTS

3210 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,000

ENERGY & ENVIRONMENT LEGAL INSTITUTE

1350 BEVERLY RD SUITE 115-445
MCCLEAN,VA00000
NONE PC GENERAL SUPPORT 5,000

ETHICS AND PUBLIC POLICY CENTER

1730 M STREET NW STE 910
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 5,000

FAMILY PROMISE OF GREATER CLEVELAND

3470 E 152ND ST
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 7,500

FBI CITIZENS ACADEMY

31233 PARK AVENUE
WESTLAKE,OH00000
NONE PC GENERAL SUPPORT 2,500

FEDERATED CHURCH

76 BELL STREET
CHAGRIN FALLS,OH00000
NONE PC GENERAL SUPPORT 20,000

FIELDSTONE FARM

16497 SNYDER ROAD
BAINBRIDGE,OH00000
NONE PC GENERAL SUPPORT 15,000

FIRST ROBOTICS

200 BEDFORD STREET
MANCHESTER,NH00000
NONE PC GENERAL SUPPORT 5,000

FIRST TEE OF CLEVELAND

3841 WASHINGTON PARK BLVD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,000

FLITE CENTER

5201 NW 33RD AVENUE
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 20,000

FLORIDA ATLANTIC UNIVERSITY-VET CANINE

111 E LAS OLAS BLVD BLDG HEC
RM1007B
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 1,000

FLORIDA SHERIFF'S YOUTH RANCHES

PO BOX 2000
BOYS RANCH,FL00000
NONE PC GENERAL SUPPORT 5,000

FLYING HORSE FARMS

5260 STATE ROUTE 95
MT GILEAD,OH00000
NONE PC GENERAL SUPPORT 18,004

FOOTPATH FOUNDATION

PO BOX 110210
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,500

FOSTERING HOPE

PO BOX 241073
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 41,000

FOUNDATION FOR ECONOMIC EDUCATION

1819 PEACHTREE ROAD NE STE 300
ATLANTA,GA00000
NONE PC GENERAL SUPPORT 5,000

FOUNDATION FOR GOV'T ACCOUNTABILITY

15275 COLLIER BLVD STE 201-279
NAPLES,FL00000
NONE PC GENERAL SUPPORT 10,000

FOUNDATION FOR WOMANS

PO BOX 95009
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

GATHERING PLACE

THE ARNOLD SYDELL MILLER FAMILY
CAMPUS 23300 COMMERCE PARK
BEACHWOOD,OH00000
NONE PC GENERAL SUPPORT 60,000

GEAUGA BLUECOATS

PO BOX 23271
CHAGRIN FALLS,OH00000
NONE PC GENERAL SUPPORT 1,100

GEAUGA GROWTH PARTNERSHIP INC

12373 KINSMAN RD SUITE 106
NEWBURY,OH00000
NONE PC GENERAL SUPPORT 10,000

GEORGE RODRIQUE FOUNDATION FOR THE ARTS INC

747 MAGAZINE STREET
NEW ORLEANS,LA00000
NONE PC GENERAL SUPPORT 10,000

GICIA

PO BOX 446
BOCA GRANDE,FL00000
NONE PC GENERAL SUPPORT 100

GILDA'S CLUB OF SOUTH FLORIDA

4850 W PROSPECT RD
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 272,500

GILMOUR ACADEMY

34001 CEDAR ROAD
GATES MILLES,OH00000
NONE PC GENERAL SUPPORT 154,250

GIRLS SCOUTS OF NORTH EAST OHIO

ONE GIRL SCOUT WAY
MACEDONIA,OH00000
NONE PC GENERAL SUPPORT 25,000

GOLDWATER INSTITUTE

500 E CORONADO ROAD
PHOENIX,AZ00000
NONE PC GENERAL SUPPORT 5,000

GOODWILL INDUSTRIES OF GREATER CLEVELAND

408 NINTH STREET SW
CANTON,OH00000
NONE PC GENERAL SUPPORT 5,000

GREAT LAKES SCIENCE CENTER

601 ERIESIDE AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

GREATER CLEVELAND FOODBANK

15500 SOUTH WATERLOO ROAD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 15,000

GREATER CLEVELAND PEACE OFFICERS MEMORIAL SOCIETY

PO BOX 6207
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 500

GREATER CLEVELAND VOLUNTEERS

4415 EUCLID AVENUE SUITE 200
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

GREATER CLEVELAND YOUTH FOR CHRIST

709 BROOKPARK RD LOWER LEVEL UNIT 1
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,500

HABITAT FOR HUMANITY BATON ROUGE

6554 FLORIDA BLVD STE200
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

HABITAT FOR HUMANITY OF BROWARD

3564 NORTH OCEAN BLVD
FORT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 180,000

HABITAT FOR HUMANITY WALTON COUNTY

110N COUNTY HIGHWAY 393
SANTA ROSA BEACH,FL00000
NONE PC GENERAL SUPPORT 5,000

HABITAT FOR HUMANITY GREATER CLEVELAND

2110 W 110TH STREET
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 355,000

HANDY

1717 NORTH ANDREWS AVENUE
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 10,000

HANNAH'S HOME

PO BOX 1395
MENTOR,OH00000
NONE PC GENERAL SUPPORT 250

HATTIE LARLHAM FOUNDATION

9772 DIAGONAL ROAD
MANTUA,OH00000
NONE PC GENERAL SUPPORT 30,000

HAVEN OF REST

175 EAST MARKET STREET
AKRON,OH00000
NONE PC GENERAL SUPPORT 1,000

HEARTLAND INSTITUTE

3939 NORTH WILKE ROAD
ARLINGTON,IL00000
NONE PC GENERAL SUPPORT 2,500

HERITAGE FOUNDATION

214 MASSACHUSETTS AVENUE NE
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 5,000

HILLSDALE COLLEGE

33 EAST COLLEGE ST
HILLSDALE,MI00000
NONE PC GENERAL SUPPORT 100

HIRAM HOUSE

33775 HIRAM TRAIL
CHAGRIN FALLS,OH00000
NONE PC GENERAL SUPPORT 1,000

HOGS FOR THE CAUSE

PO BOX 792300
NEW ORLEANS,LA00000
NONE PC GENERAL SUPPORT 10,000

HOLDEN FORESTS & GARDENS

9550 SPERRY ROAD
KIRTLAND,OH00000
NONE PC GENERAL SUPPORT 2,500

HOLY ROSARY CHURCH

12021 MAYFIELD RD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

HOPE SOUTH FLORIDA

1100 N ANDREWS AVENUE
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 2,500

HOPEWELL

9637 STATE ROUTE 534
MIDDLEFIELD,OH00000
NONE PC GENERAL SUPPORT 2,500

HORIZON SCIENCE ACADEMY - ROTC PROGRAM

6000 SOUTH MARGINAL ROAD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

HOSPICE OF THE WESTERN RESERVE

17876 ST CLAIR AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 15,000

IDEASTREAM

1375 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

INMOTION

23905 MERCANTILE ROAD
BEACHWOOD,OH00000
NONE PC GENERAL SUPPORT 1,000

INSTITUTE FOR JUSTICE

904 N GLEVE ROAD SUITE 900
ARLINGTON,VA00000
NONE PC GENERAL SUPPORT 25,000

INTERCOLLEGIATE STUDIES INSTITUTE

3901 CENTERVILLE ROAD
WILMINGTON,DE00000
NONE PC GENERAL SUPPORT 5,000

INTERNATIONAL CRANE FOUNDATION

PO BOX 447
BARABOO,WI00000
NONE PC GENERAL SUPPORT 10,000

JACK & JILL CENTER

1315 WEST BROWARD BLVD
FORT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 10,000

JENNINGS CENTER FOR OLDER ADULTS

10204 GRANGER ROAD
GARFIELD HTS,OH00000
NONE PC GENERAL SUPPORT 5,000

JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS

1101 14TH STREET NW SUITE 1030
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 500

JOURNEY CENTER FOR SAFETY & HEALING

PO BOX 5466
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

JUDICIAL WATCH

425 THIRD STREET SW SUITE 800
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 5,000

JUNIOR ACHIEVEMENT OF GREATER CLEVELAND

1422 EUCLID AVENUE SUITE 952
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

JUNIOR ACHIEVEMENT WORLD - FT LAUDERDALE

JA WORLD HUIZENGA CENTER AT BROWARD
COLLEGE 1130 COCONUT CREEK BLVD
COCONUT CREEK,FL00000
NONE PC GENERAL SUPPORT 2,500

JUVENILE DIABETES RESEARCH FOUNDATION

24359 NORTHWESTERN HIGHWAY
SOUTHFIELD,MI00000
NONE PC GENERAL SUPPORT 20,000

KENMORE-GARFIELD HIGH SCHOOL

2140 13TH ST SW
AKRON,OH00000
NONE PC GENERAL SUPPORT 14,000

KENT CITY SCHOOLS FDN (TROOSEVELT HS)

321 NORTH DEPEYSTER STREET
KENT,OH00000
NONE PC GENERAL SUPPORT 13,000

KENT STATE UNIVERSITY - LIBERAL ARTS SCHOLARSHIP

PO BOX 5190
KENT,OH00000
NONE PC GENERAL SUPPORT 1,000

KIAWAH CONSERVANCY (SC)

80 KESTREL COURT
KIAWAH ISLAND,SC00000
NONE PC GENERAL SUPPORT 5,000

KIDS IN DISTRESS

819 NE 26TH STREET BLDG A
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 10,000

KNOCK KNOCK CHILDRENS MUSEUM

1900 DALRYMPLE
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

LAKE ERIE FOUNDATION

236 WALNUT AVE
LAKESIDE,OH00000
NONE PC GENERAL SUPPORT 250

LAKELAND FOUNDATION

7700 CLOCKTOWER DRIVE
KIRTLAND,OH00000
NONE PC GENERAL SUPPORT 2,000

LANDMARK LEGAL FOUNDATION

3100 BROADWAY SUITE 1210
KANSAS CITY,MO00000
NONE PC GENERAL SUPPORT 10,000

LAUREL SCHOOL

1 LYMAN CIRCLE
SHAKER HEIGHTS,OH00000
NONE PC GENERAL SUPPORT 1,000

LAW ENFORCEMENT FOUNDATION

6277 RIVERSIDE DRIVE 2N
DUBLIN,OH00000
NONE PC GENERAL SUPPORT 750

LEADERSHIP INSTITUTE

1101 NORTH HIGHLAND STREET
ARLINGTON,VA00000
NONE PC GENERAL SUPPORT 2,500

LEARNING FOR SUCCESS

5532 SW 114TH
COOPER CITY,FL00000
NONE PC GENERAL SUPPORT 5,000

LEGACY SCHOOL

513 JEANNETTE DR
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 50,000

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE
RYE BROOK,NY00000
NONE PC GENERAL SUPPORT 6,000

LIFEACT

210 BELL STREET
CHAGRIN FALLS,OH00000
NONE PC GENERAL SUPPORT 2,000

LIGHT OF THE WORLD CLINIC

5333 N DIXIE HIGHWAY 201
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 35,000

LIGHTHOUSE RANCH FOR BOYS

51453 LA-443
LORANGER,LA00000
NONE PC GENERAL SUPPORT 5,000

LOUISIANA WILDLIFE AND FISHERIES FOUNDATION

PO BOX 80378
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

LYCEUM

1545 SOUTH GREEN ROAD
SOUTH EUCLID,OH00000
NONE PC GENERAL SUPPORT 10,000

LYNCH LEADERSHIP ACADEMY - BOSTON COLLEGE

140 COMMONWEALTH AVENUE
CHESTNUT HILL,MA00000
NONE PC GENERAL SUPPORT 50,000

MADISON CAREER CENTER

600 ESLEY LANE
MANSFIELD,OH00000
NONE PC GENERAL SUPPORT 29,000

MAGNET

1768 EAST 25TH STREET
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 200,000

MAKE A WISH FOUNDATION

2545 FARMERS DRIVE SUITE 300
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 1,500

MALACHI HOUSE

2810 CLINTON AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

MANHATTAN INSTITUTE

52 VANDERBILT AVENUE
NEW YORK,NY00000
NONE PC GENERAL SUPPORT 5,000

MANSHIP THEATRE

100 LAFAYETTE STREET
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

MAPLE LEAF COMMUNITY RESIDENCES

PO BOX 755
CHARDON,OH00000
NONE PC GENERAL SUPPORT 3,750

MAPLEWOOD CAREER CENTER

7075 STATE ROUTE 88
RAVENNA,OH00000
NONE PC GENERAL SUPPORT 31,000

MARY BIRD PERKINS CANCER CENTER

4950 ESSEN LANE
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 2,000

MAYFIELD CITY SCHOOLSEXCEL TECC

6116 WILSON MILLS RD
MAYFIELD VILLAGE,OH00000
NONE PC GENERAL SUPPORT 10,000

MEDIA RESEARCH CENTER

1900 CAMPUS COMMONS DRIVE STE 600
RESTON,VA00000
NONE PC GENERAL SUPPORT 2,500

MEDWORKS

1999 CIRCLE DRIVE SUITE B
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

MILESTONES AUTISM RESOURCES

4853 GALAXY PARKWAY SUITE A
WARRENSVILLE HEIGHTS,OH00000
NONE PC GENERAL SUPPORT 5,000

MOTOGO

4806 HAMILTON AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,500

MOUNTAIN STATES LEGAL FOUNDATION

2596 SOUTH LEWIS WAY
LAKEWOOD,CO00000
NONE PC GENERAL SUPPORT 5,000

MOVING PICTURE INSTITUTE

375 GREENWICH STREET
NEW YORK,NY00000
NONE PC GENERAL SUPPORT 25,000

NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN

333 JOHN CARLYLE ST SUITE 125
ALEXANDRIA,VA00000
NONE PC GENERAL SUPPORT 250

NATIONAL FEDERATION OF CROATIAN AMERICANS

631 MARCIA LANE
ROCKVILLE,MD00000
NONE PC GENERAL SUPPORT 500

NATIONAL INSTITUTE FOR LABOR RELATIONS

5211 PORT ROYAL ROAD
SPRINGFIELD,VA00000
NONE PC GENERAL SUPPORT 125,000

NATIONAL JEWISH HEALTH

6060 ROCKSIDE WOODS BLVD SUITE 315
INDEPENDENCE,OH00000
NONE PC GENERAL SUPPORT 5,000

NATIONAL LEGAL AND POLICY CENTER

107 PARK WASHINGTON COURT
FALLS CHURCH,VA00000
NONE PC GENERAL SUPPORT 5,000

NATIONAL PACKARD MUSEUM

1899 MAHONING AVENUE NW
WARREN,OH00000
NONE PC GENERAL SUPPORT 2,000

NATIONAL RIGHT TO WORK LEGAL DEFENSE FUND

8001 BRADDOCK ROAD SUITE 502
SPRINGFIELD,VA00000
NONE PC GENERAL SUPPORT 125,000

NATIONAL TEACHERS COLLEGE

PO BOX 21395
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

NATIONAL ALLIANCE FOR PUBLIC CHARTER SCHOOLS

1425 K STREET SUITE 900
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 50,000

NATURE CENTER AT SHAKER LAKES

2600 SOUTH PARK BLVD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 20,000

NEVADA POLICY RESEARCH INSTITUTE

7130 PLACID STREET
LAS VEGAS,NV00000
NONE PC GENERAL SUPPORT 5,000

NEW DIRECTIONS

30800 CHAGRIN BLVD
PEPPER PIKE,OH00000
NONE PC GENERAL SUPPORT 500

NOTRE DAME CATHEDRAL LATIN HS

13000 AUBURN ROAD
CHARDON,OH00000
NONE PC GENERAL SUPPORT 67,000

NOTRE DAME COLLEGE

4545 COLLEGE ROAD
SOUTH EUCLID,OH00000
NONE PC GENERAL SUPPORT 2,500

NUTS BOLTS & THINGAMAJIGS FDN

2135 POINT BLVD
ELGIN,IL00000
NONE PC GENERAL SUPPORT 1,000

OHIO HEALTH FOUNDATION

3430 OHIOHEALTH PARKWAY
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 5,000

OHIO TACTICAL OFFICERS ASSOCIATION

17000 ST CLAIR AVE SUITE 108
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

OHIO STATE UNIVERSITY

PO BOX 710811
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 30,000

ONE HEALTH ORGANIZATION

27600 CHAGRIN BLVD SUITE 400
WOODMERE,OH00000
NONE PC GENERAL SUPPORT 75,000

OPEN DOORS ACADEMY

1427 EAST 36TH ST SUITE 4206A
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,500

OPPORTUNITY OHIO

PO BOX 98
DUBLIN,OH00000
NONE PC GENERAL SUPPORT 25,000

OUR LADY OF THE LAKE FOUNDATION

5000 HENNESSY BLVD
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 25,000

PACE CENTER FOR GIRLS

2225 N ANDREWS AVE
WILTON MANORS,FL00000
NONE PC GENERAL SUPPORT 5,000

PARK SYNAGOGUE

27500 SHAKER BLVD
PEPPER PIKE,OH00000
NONE PC GENERAL SUPPORT 100

PARTNERSHIP SCHOOLS - CLEVELAND

1011 FIRST AVENUE SUITE 1800
NEW YORK,NY00000
NONE PC GENERAL SUPPORT 250,000

PHILANTHROPY ROUNDTABLE

1120 20TH ST NW STE 550 SOUTH
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 60,000

PLAYHOUSE SQUARE FOUNDATION

1501 EUCLID AVENUE SUITE 200
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

POLARIS CAREER CENTER

7285 OLD OAK BLVD
MIDDLEBURG HEIGHTS,OH00000
NONE PC GENERAL SUPPORT 75,000

PORTAGE LAKES CAREER CENTER

4401 SHRIVER ROAD
UNIONTOWN,OH00000
NONE PC GENERAL SUPPORT 10,000

POSITIVE EDUCATION PROGRAM

3100 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,000

PROVIDENCE HOUSE

2037 WEST 32ND STREET
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 20,000

REALCLEAR FOUNDATION

666 DUNDEE ROAD SUITE 600
NORTHBROOK,IL00000
NONE PC GENERAL SUPPORT 50,000

RECOVERY RESOURCES

4269 PEARL RD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,500

RED OAK CAMP

9057 KIRTLAND-CHARDON RD
KIRTLAND,OH00000
NONE PC GENERAL SUPPORT 1,000

ROCK AND ROLL HALL OF FAME

1100 ROCK ROLL BOULEVARD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

RONALD MCDONALD HOUSE CHARITIES OF NORTHEAST OHIO

10415 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 15,000

SAINT CASIMIR'S CHURCH

18022 NEFF ROAD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

SAINT FRANCIS OF ASSISI CHURCH

6850 MAYFIELD RD
GATES MILLS,OH00000
NONE PC GENERAL SUPPORT 2,500

SAINT SEBASTIAN CHURCH

2000 MARIETTA
FORT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 7,000

SAINT VINCENT DE PAUL SOCIETY

1404 EAST 9TH STREET 3RD FLOOR
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

SALVATION ARMY

PO BOX 5847
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

SCHOOL CHOICE OF OHIO

1335 DUBLIN RD SUITE 50A
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 60,000

SECOND CHANCE SOCIETY

1835 SE 4TH AVENUE
FORT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 27,500

SHERIFF'S FOUNDATION OF BROWARD COUNTY

3200 SW 42MD ST
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 2,500

SHOES AND CLOTHES FOR KIDS

POBOX 93785
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 60,000

SKILLSUSA OHIO

2550 CORPORATE EXCHANGE DR 115
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 18,500

SOUTHEASTERN LEGAL FOUNDATION

560 WEST CROSSVILLE 104
ROSWELL,GA00000
NONE PC GENERAL SUPPORT 10,000

ST BALDRICKS FOUNDATION

1333 SOUTH MAYFLOWER DR 400
MONROVIA,CA00000
NONE PC GENERAL SUPPORT 2,500

ST BARNABAS CHURCH

9451 BRANDYWINE ROAD
NORTHFIELD,OH00000
NONE PC GENERAL SUPPORT 5,000

ST GEORGE CATHOLIC CHURCH

7808 ST GEORGE DR
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 2,000

ST GEORGE FIREFIGHTERS FOUNDATION

14100 AIRLINE HWY
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

ST HUBERT'S CHURCH

8870 BALDWIN ROAD
KIRTLAND HILLS,OH00000
NONE PC GENERAL SUPPORT 300

ST JOSEPH ACADEMY

3430 ROCKY RIVER DRIVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

14333 PERKINS RD SUITE A
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

ST MARTIN DE PORRES HIGH SCHOOL

6111 LAUSCHE AVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 250,000

STATE POLICY NETWORK

1655 N FORT MYER DRIVE SUITE 360
ARLINGTON,VA00000
NONE PC GENERAL SUPPORT 10,000

STELLA MARIS

1320 WASHINGTON AVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 35,000

STEPSTONE ACADEMY

3328 CARNEGIE AVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 90,000

STOW HS - AEROENG CTE

3227 GRAHAM ROAD
STOW,OH00000
NONE PC GENERAL SUPPORT 20,000

STUDENTNEWSDAILYCOM

PO BOX 30353
EDMOND,OK00000
NONE PC GENERAL SUPPORT 1,000

TAX FOUNDATION

1325 G ST NW SUITE 950
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 105,000

TEACH FOR AMERICA - SOUTH LOUISIANA

501 GOVERNMENT STREET SUITE 100
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 10,000

TEACH FOR AMERICA-CLEVELAND

3500 LORAIN AVE SUITE 400
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 575,000

THE 22 PROJECT

4800 LINTON BLVD D503
DELRAY BEACH,FL00000
NONE PC GENERAL SUPPORT 10,000

THE THOMAS B FORDHAM FOUNDATION

P O BOX 82291
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 10,000

THRIVE BATON ROUGE

2585 BRIGHTSIDE DR
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 5,000

THRIVE SCHOLARS

75 FEDERAL STREET SUITE 1250
BOSTON,MA00000
NONE PC GENERAL SUPPORT 100,000

TOWARDS EMPLOYMENT

1255 EUCLID AVE STE300
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 50,000

TRUE FREEDOM ENTERPRISES

2005 CYPRESS AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 12,500

UH RAINBOW BABIES & CHILDRENS HOSPITAL

PO BOX 94554
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 520,000

UNITED CEREBRAL PALSY OF GREATER CLEVELAND

10011 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

UNITED WAY OF BROWARD COUNTY

1300 SOUTH ANDREWS AVE
FT LAUDERDALE,FL00000
NONE PC GENERAL SUPPORT 15,000

UNITED WAY OF GREATER CLEVELAND

1331 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 10,000

UNIVERSITY CIRCLE INC

10831 MAGNOLIA DRIVE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 2,500

UNIVERSITY HOSPITAL

11100 EUCLID AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 3,500

UNIVERSITY LAB SCHOOL FOUNDATION

45 DALRYMPLE DRIVE
BATON ROUGE,LA00000
NONE PC GENERAL SUPPORT 25,000

UNIVERSITY OF AKRON (SAE TEAM)

INFOCISION STADIUM SUITE 200
AKRON,OH00000
NONE PC GENERAL SUPPORT 5,000

UNIVERSITY OF DAYTON

300 COLLEGE PARK
DAYTON,OH00000
NONE PC GENERAL SUPPORT 3,000

UNIVERSITY OF TOLEDO FOUNDATION

4510 DORR ST MS825
TOLEDO,OH00000
NONE PC GENERAL SUPPORT 250

UNIVERSITY SCHOOL

2785 SOM CENTER ROAD
HUNTING VALLEY,OH00000
NONE PC GENERAL SUPPORT 10,000

URBAN COMMUNITY SCHOOL

4909 LORAIN AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 55,000

URBAN SQUASH CLEVELAND

PO BOX 14187
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 100

URSULINE COLLEGE - NURSING

2550 LANDER ROAD
PEPPER PIKE,OH00000
NONE PC GENERAL SUPPORT 100,000

URSULINE SISTERS

6085 PARKLAND BLVD STE175
MAYFIELD HEIGHTS,OH00000
NONE PC GENERAL SUPPORT 1,000

USS CLEVELAND LEGACY FOUNDATION

219 GIBSON STREET
BEREA,OH00000
NONE PC GENERAL SUPPORT 50,000

VALLEY ART CENTER

155 BELL ST
CHAGRIN FALLS,OH00000
NONE PC GENERAL SUPPORT 10,000

VISITING NURSES ASSOCIATION

925 KEYNOTE CIRCLE SUITE 300
BROOKLYN HEIGHTS,OH00000
NONE PC GENERAL SUPPORT 2,000

VOCATIONAL GUIDANCE AND REHABILITATION

2239 EAST 55TH STREET
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

VOLUNTEERS OF AMERICA

1766 EAST BROAD STREET
COLUMBUS,OH00000
NONE PC GENERAL SUPPORT 105,000

WASHINGTON LEGAL FOUNDATION

2009 MASSACHUSETTS AVE NW
WASHINGTON,DC00000
NONE PC GENERAL SUPPORT 35,000

WEST SIDE CATHOLIC CENTER

3135 LORAIN AVENUE
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 1,000

WESTERN RESERVE HISTORICAL SOCIETY

10825 EAST BOULEVARD
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 5,000

WESTERN RESERVE LAND CONSERVANCY

3850 CHAGRIN RIVER ROAD
MORELAND HILLS,OH00000
NONE PC GENERAL SUPPORT 100,000

WESTONWOOD RANCH INC

4390 STATE HWY 20 W
FREEPORT,FL00000
NONE PC GENERAL SUPPORT 5,000

WOMANKIND MATERNAL & PRENATAL CENTER

5350 TRANSPORTATION BLVD SUITE 18
GARFIELD HTS,OH00000
NONE PC GENERAL SUPPORT 500

WOMEN IN DISTRESS

PO BOX 50187
LIGHTHOUSE POINT,FL00000
NONE PC GENERAL SUPPORT 6,000

WOMEN SAFE

12041 RAVENNA ROAD
CHARDON,OH00000
NONE PC GENERAL SUPPORT 1,860

WOODWARD ACADEMY

1662 RUGBY AVENUE
COLLEGE PARK,AL00000
NONE PC GENERAL SUPPORT 1,000

YOUNG AMERICA'S FOUNDATION

11480 COMMERCE PARK DR SIXTH FLOOR
RESTON,VA00000
NONE PC GENERAL SUPPORT 250

YOUTH OPPORTUNITIES UNLIMITED

1228 EUCLID AVE STE200
CLEVELAND,OH00000
NONE PC GENERAL SUPPORT 55,200
Total .................................right arrow 3a 12,742,684
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 26,554  
4 Dividends and interest from securities ....     14 5,920,220  
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 4,199,345  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEE WAIVERS
    01 1,087  
bFROM K-1 - TOWNSEND REAL ESTATE ALPHA FUND III,LP     01 45,780  
cFROM K-1 - LOCUS AGRICULTURAL SOLUTIONS LLC     01 -425,723  
dKEYBANK #6932     01 7  
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 9,767,270 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
9,767,270
(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
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
THE LOZICK FAMILY FOUNDATION
 
Employer identification number

61-6554435
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
THE LOZICK FAMILY FOUNDATION
 
Employer identification number
61-6554435
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
2016-2023 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 941,314


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
2016-2024 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 831,272


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
2016-2025 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 745,387


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
2016-2026 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 674,131


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
2016-2027 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 617,016


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
2016-2028 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 569,435


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE LOZICK FAMILY FOUNDATION
 
Employer identification number
61-6554435
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
7
2016-2029 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 529,195


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
2016-2030 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 494,717


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
2016-2031 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 464,847


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
2016-2032 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 438,723


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
2016-2033 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 415,686


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
2016-2034 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 395,220


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
THE LOZICK FAMILY FOUNDATION
 
Employer identification number
61-6554435
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
13
2016-2035 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 376,920


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
2016-2036 CLAT DATED 812016
 
29425 CHAGRIN BOULEVARD
 
PEPPER PIKE, OH44122

$ 360,458


(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
THE LOZICK FAMILY FOUNDATION
 
Employer identification number

61-6554435
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
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
THE LOZICK FAMILY FOUNDATION
 
Employer identification number

61-6554435
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 26,250 13,125 0 13,125

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Statement:
MANDATORY ONLINE FILING OF THE OHIO ANNUAL REPORT REPLACES THE FILING OF FORM 990-PF WITH THE STATE.

TY 2023 InvestmentsOtherSchedule2
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FROM K-1S & OTHER INVESTMENTS AT COST 196,760,727 197,843,448
KEYBANK & WELLS FARGO INVESTMENTS AT COST 66,423,728 91,567,732

TY 2023 LegalFeesSchedule
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 15,259 0 0 15,259


TY 2023 OtherExpensesSchedule
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM K-1 NONDEDUCTIBLES - TOWNSEND REAL ESTATE ALPHA FUND III,LP 1 0 0 0
FROM K-1 PARTNERSHIP EXPENSES - LOCUS AGRICULTURE, LLC 539 0 0 0
FROM K-1 PARTNERSHIP EXPENSES - TOWNSEND REAL ESTATE ALPHA FUND III,LP 32,101 32,101 0 0
OFFICE EXPENSES 2,883 432 0 2,451


TY 2023 OtherIncomeSchedule2
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEE WAIVERS 1,087 1,087 0
FROM K-1 - TOWNSEND REAL ESTATE ALPHA FUND III,LP 45,780 45,780 0
FROM K-1 - LOCUS AGRICULTURAL SOLUTIONS LLC -425,723 -425,723 0
KEYBANK #6932 7 7 0


TY 2023 OtherIncreasesSchedule
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Description Amount
PRIOR YEAR REFUND 191,523


TY 2023 OtherProfessionalFeesSchedule
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 1,420,217 976,367 0 443,850


TY 2023 TaxesSchedule
Name:
THE LOZICK FAMILY FOUNDATION
EIN:
61-6554435
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES WITHHELD 137,703 137,703 0 0
OH REGISTRATION FEE 200 0 0 200