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 CHAR AND CHUCK FOWLER FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)5900 LANDERBROOK DRIVE SUITE 200
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MAYFIELD HEIGHTS, OH44124
A Employer identification number

90-0035660
B Telephone number (see instructions)

(216) 381-5896
C 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$17,882,784
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) 30,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 144,020 144,020  
4 Dividends and interest from securities... 270,247 270,247  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 736,403
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 736,403
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)....... 18 18  
12 Total. Add lines 1 through 11........ 1,180,688 1,150,688  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 207,001 0   0
15 Pension plans, employee benefits....... 19,881 0   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 80,210 20,052   0
c Other professional fees (attach schedule).... 65,559 65,559   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 33,264 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,000 0   0
21 Travel, conferences, and meetings....... 4,317 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 67,991 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 480,223 85,611   0
25 Contributions, gifts, grants paid....... 3,509,510 3,509,510
26 Total expenses and disbursements. Add lines 24 and 25 3,989,733 85,611   3,509,510
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,809,045
b Net investment income (if negative, enter -0-) 1,065,077
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.............   -2 -2
2 Savings and temporary cash investments......... 877,125 727,229 727,229
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   1,056    
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)....... 10,495,708 Click to see attachment
List of Attached Documents:
// Content
8,302,348
11,859,828
c Investments—corporate bonds (attach schedule)....... 5,972,870 Click to see attachment
List of Attached Documents:
// Content
5,523,859
5,191,523
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).......... 109,202 Click to see attachment
List of Attached Documents:
// Content
94,226
104,206
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) 17,455,961 14,647,660 17,882,784
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........ 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 17,455,961 14,647,660
29 Total net assets or fund balances (see instructions)..... 17,455,961 14,647,660
30 Total liabilities and net assets/fund balances (see instructions). 17,455,961 14,647,660
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
17,455,961
2
Enter amount from Part I, line 27a .....................
2
-2,809,045
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
744
4
Add lines 1, 2, and 3 ..........................
4
14,647,660
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
14,647,660
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 BOA #19189 P    
b BOA #19189 P    
c NORTH COAST VENTURE FUND P    
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       -56,873
b       792,476
c       800
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       -56,873
b       792,476
c       800
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 2 736,403
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 14,805
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 14,805
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 14,805
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13,346
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 13,346
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 1,459
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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 .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowWWW.FOWLERFAMILYFDN.ORG
14
The books are in care ofright arrowCORNERSTONE FAMILY OFFICE LLC Telephone no.right arrow (440) 460-0460

Located atright arrow5900 LANDERBROOK DRIVE SUITE 200MAYFIELD HEIGHTSOH ZIP+4right arrow44124
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
CHARLES D FOWLER PRESIDENT
5.00
0 0 0
5900 LANDERBROOK DR 200
MAYFIELD HEIGHTS,OH44124
CHARLOTTE A FOWLER TREASURER & SECRETARY
5.00
0 0 0
5900 LANDERBROOK DR 200
MAYFIELD HEIGHTS,OH44124
CHANN FOWLER SPELLMAN TRUSTEE
5.00
0 0 0
5900 LANDERBROOK DR 200
MAYFIELD HEIGHTS,OH44124
HOLLEY FOWLER MARTENS TRUSTEE
5.00
0 0 0
5900 LANDERBROOK DR 200
MAYFIELD HEIGHTS,OH44124
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
BRIDGET C DELEON MANAGER
32.00
135,652 0 0
17600 HAMPTON PLACE
STRONGSVILLE,OH44136
DONOVAN YOUNG PROGRAM ASSOCIATE
40.00
71,349 0 0
2273 GRANDVIEW AVE 1
CLEVELAND HEIGHTS,OH44106
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
16,681,977
b
Average of monthly cash balances.......................
1b
1,868,321
c
Fair market value of all other assets (see instructions)................
1c
93,926
d
Total (add lines 1a, b, and c).........................
1d
18,644,224
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
18,644,224
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
279,663
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,364,561
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
918,228
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
918,228
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,805
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,805
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
903,423
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
903,423
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
903,423
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
3,509,510
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
3,509,510
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 7 903,423
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...... 2,732,136
b From 2019...... 3,052,504
c From 2020...... 2,283,889
d From 2021...... 2,310,380
e From 2022...... 2,923,083
f Total of lines 3a through e ........ 13,301,992
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,509,510
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..... 903,423
e Remaining amount distributed out of corpus 2,606,087
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 15,908,079
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) ...
2,732,136
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
13,175,943
10 Analysis of line 9:
a Excess from 2019.... 3,052,504
b Excess from 2020.... 2,283,889
c Excess from 2021.... 2,310,380
d Excess from 2022.... 2,923,083
e Excess from 2023.... 2,606,087
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).)
CHARLES D FOWLER
CHARLOTTE A FOWLER
CHANN FOWLER SPELLMAN
HOLLEY FOWLER MARTENS
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CO CORNERSTONE FAMILY OFFICE LLC
5900 LANDERBROOK DR 200
MAYFIELD HTS,OH44124
(216) 906-4578
GRANTS@FOWLERFAMILYFDN.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG
cAny submission deadlines:
SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE WEBSITE WWW.FOWLERFAMILYFDN.ORG
Form 990-PF (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

A KID AGAIN

9347 RAVENNA RD UNIT D
TWINSBURG,OH44087
  PUBLIC GENERAL SUPPORT 10,000

ACLU OF OHIO

4506 CHESTER AVE
CLEVELAND,OH44103
  PUBLIC OPERATING SUPPORT 15,500

AMERICAN JOURNALISM PROJECT INC

6218 GEORGIA AVENUE NW NO 1-599
WASHINGTON,DC20011
  PUBLIC OHIO LOCAL NEWS INITIATIVE 50,000

ASSEMBLY FOR THE ARTS

1900 SUPERIOD AVE E
CLEVELAND,OH44114
  PUBLIC GENERAL SUPPORT 20,000

BECK CENTER FOR THE ARTS

17801 DETROIT AVE
LAKEWOOD,OH44107
  PUBLIC CREATING OUR FUTURE CAMPAIGN 20,000

BORDERLIGHT

11459 MAYFIELD ROAD SUITE 337
CLEVELAND,OH44106
  PUBLIC GENERAL SUPPORT 20,000

BRITE CLEVELAND

PO BOX 6751
CLEVELAND,OH44101
  PUBLIC GENERAL SUPPORT 5,000

BROADWAY SCHOOL OF MUSIC & THE ARTS

5415 BROADWAY AVE
CLEVELAND,OH44127
  PUBLIC GENERAL SUPPORT 10,000

CASE WESTERN RESERVE UNIVERSITY

11892 CARLTON ROAD
CLEVELAND,OH44106
  PUBLIC CENTER FOR REPRODUCTIVE LAW 50,000

CENTER FOR EMPLOYMENT OPPORTUNITIES

50 BROADWAY SUITE 1604
NEW YORK,NY10004
  PUBLIC GENERAL SUPPORT 15,000

CLEVELAND CLASSICAL GUITAR SOCIETY INC

19321 S LAKE SHORE BLVD
EUCLID,OH44119
  PUBLIC GENERAL SUPPORT 5,000

CLEVELAND INTERNATIONAL FILM FESTIVAL

2510 MARKET AVE
CLEVELAND,OH44113
  PUBLIC OPERATING SUPPORT 20,000

CLEVELAND MODERN DANCE DBA DANCE CLEVELAND

13110 SHAKER BLVD 106
CLEVELAND,OH44120
  PUBLIC GENERAL SUPPORT 5,000

CLEVELAND PRINT ROOM INC

2550 SUPERIOR AVE
CLEVELAND,OH44114
  PUBLIC GENERAL SUPPORT 5,000

CLEVELAND PUBLIC THEATRE

6415 DETROIT ROAD
CLEVELAND,OH44102
  PUBLIC GENERAL SUPPORT 30,000

CLEVELAND RAPE CRISIS CENTER

526 SUPERIOR AVENUE
CLEVELAND,OH44114
  PUBLIC GENERAL SUPPORT 30,000

CLEVELAND WATER ALLIANCE

6815 EUCLID AVE
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 20,000

CUYAHOGA COMMUNITY COLLEGE FOUNDATION

700 CARNEGIE AVE
CLEVELAND,OH44115
  PUBLIC CREATIVE ARTS ACADEMY 10,000

CUYAHOGA COUNTY PUBLIC LIBRARY

2111 SNOW ROAD
PARMA,OH44134
  PUBLIC ADULT EDUCATIONS SERVICES FOR INCARCERATED 20,000

ENLIGHTENED SOLUTIONS

3142 W 140TH STREET
CLEVELAND,OH44111
  PUBLIC GENERAL SUPPORT 80,000

ENTERPRISE COMMUNITY PARTNERS

1360 E 9TH ST
CLEVELAND,OH44114
  PUBLIC ENTERPRISE OHIO JUSTICE HOUSING INTIATIVE 20,000

FIREFISH ARTS

520 BROADWAY STE 3
LORAIN,OH44052
  PUBLIC GENERAL SUPPORT 10,000

FLYING HORSE FARMS

5260 STATE ROUTE 95
MOUNT GILEAD,OH43338
  PUBLIC ANGIE'S BUILDING 124,000

FOLUKE CULTURAL ARTS CENTER INC

2234 E 55TH ST
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 10,000

GCNCA OH TRANSFORMATION FUND

1814 E 40TH STREET SUITE 4D
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 35,500

GLOBAL CLEVELAND

1422 EUCLID AVE STE 1652
CLEVELAND,OH44115
  PUBLIC GENERAL SUPPORT 15,000

GREATER CLEVELAND CONGREGATIONS

6114 FRANCIS AVE
CLEVELAND,OH44127
  PUBLIC CRIMINAL JUSTICE REFORM 20,000

HOSPICE OF THE WESTERN RESERVE

17876 ST CLAIR AVE
CLEVELAND,OH44110
  PUBLIC GENERAL SUPPORT 20,000

JOURNEY CENTER FOR SAFETY AND HEALING

PO BOX 602696
CLEVELAND,OH44102
  PUBLIC FOSTERING CYCLE, HEALING BREAKING 25,000

JULIA DE BURGOS CULTURAL ARTS CENTER

2800 ARCHWOOD AVENUE
CLEVELAND,OH44109
  PUBLIC GENERAL SUPPORT 15,000

KARAMU HOUSE

2355 E 89TH ST
CLEVELAND,OH44106
  PUBLIC GENERAL SUPPORT 20,000

KHNEMU FOUNDATION INC

966 EAST 105TH STREET
CLEVELAND,OH44106
  PUBLIC GENERAL SUPPORT 150,000

LAKE ERIE INK

2843 WASHINGTON BLVD
CLEVELAND HTS,OH44118
  PUBLIC GENERAL SUPPORT 10,000

LAND STUDIO

1939 W 25TH ST SUITE 200
CLEVELAND,OH44113
  PUBLIC OPERATING SUPPORT 20,000

LEAD OHIO FOUNDATION

5 E LONG ST
COLUMBUS,OH43215
  PUBLIC GENERAL SUPPORT 15,000

LEGALWORKS INC

1325 ANSEL ROAD
CLEVELAND,OH44106
  PUBLIC GENERAL SUPPORT 40,000

LGBT COMMUNITY CTR OF CLEVELAND

6705 DETROIT AVE
CLEVELAND,OH44102
  PUBLIC GENERAL SUPPORT 25,000

LITERARY CLEVELAND

2515 N TAYLOR ROAD
CLEVELAND HEIGHTS,OH44118
  PUBLIC GENERAL SUPPORT 15,000

LUTHERAN METROPOLITAN MINISTRY

4515 SUPERIOR AVE
CLEVELAND,OH44103
  PUBLIC ADVOCACY IN ACTION 20,000

MENTAL HEALTH & ADDICTION ADVOCACY

4500 EUCLID AVE
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 20,000

MOBILEMED1 DBA MEDWORKS

1950 RICHMOND ROAD TR205
LYNDHURST,OH44124
  PUBLIC REENTRY WORK 25,000

MODERN WARRIOR LIVE

PO BOX 5683
CLEVELAND,OH44101
  PUBLIC STRATEGIC PLANNING 4,000

MORGAN ART PAPERMAKING CONSERVATORY

1754 E 47TH ST
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 5,000

NEIGHBORHOOD FAMILY PRACTICE

3569 RIDGE ROAD
CLEVELAND,OH44102
  PUBLIC REPRODUCTIVE HEALTH SERVICES 20,000

NORTH POINTE BALLET

593 W BAGLEY RD
BEREA,OH44017
  PUBLIC GENERAL SUPPORT 5,000

NURSE-FAMILY PARTNERSHIP

100 LAKEMONT PARK BLVD
ALTOONA,PA16602
  PUBLIC ADV. MATERNAL AND CHILD HEALTH 35,000

OH FAMILIES UNITE AGAINST POLICE BRUTALITY

126 WROE AVE
DAYTON,OH45406
  PUBLIC GENERAL SUPPORT 15,000

OHIO CITY INC

3308 LORAIN AVE
CLEVELAND,OH44113
  PUBLIC LET'S CLEAR THE AIR-AIR QUALITY INITIATIVE INTERNSHIP 30,000

OHIO DEBATE COMMISSION INC

850 EUCLID AVE STE 2
CLEVELAND,OH44114
  PUBLIC GENERAL SUPPORT 10,000

OHIO ENVIRONMENTAL COUNCIL

1145 CHESAPEAKE AVE STE I
COLUMBUS,OH43212
  PUBLIC GENERAL SUPPORT 25,000

PEEL DEM LAYERS BACK

2550 KEMPER RD APT 409
SHAKER HEIGHTS,OH44120
  PUBLIC GENERAL SUPPORT 20,000

PLANNED PARENTHOOD

25350 ROCKSIDE ROAD
BEDFORD HTS,OH44146
  PUBLIC GENERAL SUPPORT 35,000

PLAYHOUSE SQUARE FOUNDATION

1501 EUCLID AVE STE 200
CLEVELAND,OH44115
  PUBLIC GENERAL SUPPORT 15,600

POLICY MATTERS OHIO

3631 PERKINS AVENUE STE 4C EAST
CLEVELAND,OH44114
  PUBLIC JUSTICE REFORM OPERATING SUPPORT PAYMENT 28,160

PRETERM

12000 SHAKER BLVD
CLEVELAND,OH44120
  PUBLIC GENERAL SUPPORT 30,000

RAINEY INSTITUTE

1705 E 55TH ST
CLEVELAND,OH44103
  PUBLIC PIVOT CENTER EXPANSION 15,000

SANDSTONE FOUNDATION

5900 LANDERBROOK DR
MAYFIELD HEIGHTS,OH44124
  PRIVATE GENERAL SUPPORT 200,000

SAY YES TO CLEVELAND SCHOLARSHIP

1422 EUCLID AVE SUITE 1300
CLEVELAND,OH44115
  PUBLIC GENERAL SUPPORT 400,000

SKIDMARK CLE

5401 HAMILTON AVE
CLEVELAND,OH44114
  PUBLIC GENERAL SUPPORT 15,000

SOCIAL VENTURE PARTNERS CLEVELAND

202 CENTER ST
CLEVELAND,OH44113
  PUBLIC OPERATING SUPPORT 25,000

THE CENTER FOR COMMUNITY SOLUTIONS

1501 EUCLID AVE 310
CLEVELAND,OH44115
  PUBLIC GENERAL SUPPORT 22,500

THE CITY CLUB

850 EUCLID AVENUE STE 200
CLEVELAND,OH44114
  PUBLIC CRIMINAL JUSTICE FORUM SERIES 20,000

THE GATHERING PLACE

23300 COMMERCE PARK
BEACHWOOD,OH44122
  PUBLIC GENERAL SUPPORT 25,000

THE LEGAL AID SOCIETY OF CLEVELAND

1223 W 6TH ST
CLEVELAND,OH44113
  PUBLIC GENERAL SUPPORT 30,000

THE MARSHALL PROJECT

156 W 56TH ST STE 701
NEW YORK,NY10019
  PUBLIC OPERATING SUPPORT 125,000

THE REFUGEE RESPONSE

4115 BRIDGE AVE
CLEVELAND,OH44113
  PUBLIC CREATIVE PATHWAYS 35,000

THE STEVEN G CANCER FOUNDATION

700 HERON BAY
AVON LAKE,OH44012
  PUBLIC YUONG ADULT CANCER CAMP 24,000

UNIVERSITY SETTLEMENT

4800 BROADWAY AVE
CLEVELAND,OH44127
  PUBLIC RISE PROGRAM 25,000

WEST CREEK CONSERVANCY

7381 CAMEOLT DR
PARMA,OH44134
  PUBLIC GENERAL SUPPORT 25,000

YWCA

4019 PROSPECT AVE
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 60,000

ZYGOTE PRESS INC

1410 E 30TH ST
CLEVELAND,OH44114
  PUBLIC GENERAL SUPPORT 5,000

ARGONAUT

2332 PROSPECT AVE
CLEVELAND,OH44115
  PUBLIC CLEAN WATER PROGRAMMING 4,000

ARTS IMPACT

3311 PERKINS AVE STE 300
CLEVELAND,OH44114
  PUBLIC OPERATING SUPPORT 25,000

DIGITAL C

6815 EUCLID AVE
CLEVELAND,OH44103
  PUBLIC OPERATING SUPPORT 250

BATTERED WOMEN'S SHELTER

5310 CARNEGIE AVE
CLEVELAND,OH44103
  PUBLIC OPERATING SUPPORT 4,000

BIRTHING BEAUTIFUL COMMUNITIES

3043 SUPERIOR AVE E
CLEVELAND,OH44114
  PUBLIC GOLD SPONSORSHIP 5,000

CHILD & FAMILY ADVOCATES OF CUYAHOGA COUNTY

12200 FAIRHILL ROAD E193
CLEVELAND,OH44120
  PUBLIC GENERAL SUPPORT 2,500

CITY OF CLEVELAND DEPT OF PUBLIC HEALTH

75 ERIEVIEW PLZ
CLEVELAND,OH44114
  PUBLIC LAWN MOWER PROGRAM 15,000

CLEVELAND BOTANICAL GARDENS

11030 EAST BLVD
CLEVELAND,OH44106
  PUBLIC HOLDEN FORESTS 20,000

CLEVELAND METROPARKS

4101 FULTON PKWY
CLEVELAND,OH44144
  PUBLIC FLOATING WETLANDS 25,000

CLEVELAND MUSEUM OF NATURAL HISTORY

1 WADE OVAL DR
CLEVELAND,OH44106
  PUBLIC CONSERVING CLEAN WATER & AIR 25,000

COMMUNITY ENVIRONMENTAL LEGAL DEFENSE

PO BOX 360
MERCERSBURG,PA17236
  PUBLIC GREAT LAKES TRUTH, RECONCILIATION AND RIGHT RELATIONSHIP 3,500

CONNECTING CHAMPIONS

6101 PENN AVE STE 201
PITTSBURGH,PA15206
  PUBLIC OPERATING SUPPORT-CAREER FOCUSED MENTORSHIP 10,000

DOBAMA THEATRE

2340 LEE RD
CLEVELAND,OH44118
  PUBLIC YOUNG PLAYWRIGHTS PROGRAM 4,000

DRINK LOCAL DRINK TAP

1455 W 29TH ST
CLEVELAND,OH44113
  PUBLIC OPERATING SUPPORT FOR NE OHIO ACTIVITIES 14,000

ENVIRONMENTAL LAW & POLICY CENTER

35 EAST WACKER DR SUITE 1600
CHICAGO,IL60601
  PUBLIC GENERAL SUPPORT 25,000

EQUALITY OHIO

370 S 5TH STE STE G3
CLEVELAND,OH43215
  PUBLIC GENERAL SUPPORT 30,000

GOODS BANK NEO

7550 BITTERN AVE
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 4,000

GREATER CLEVELAND FOODBANK

15500 S WATERLOO RD
CLEVELAND,OH44110
  PUBLIC GENERAL SUPPORT 20,000

HOPECAM INC

12100 SUNSET HILLS RD STE C10
RESTON,VA20190
  PUBLIC GENERAL SUPPORT 4,000

ICONS

2332 PROSPECT AVE
CLEVELAND,OH44115
  PUBLIC ICONS YOUTH AND COMMUNITY ENGAGEMENT 4,000

IDEASTREAM PUBLIC MEDIA

1375 EUCLID AVE
CLEVELAND,OH44115
  PUBLIC FY23-24 ENVIRONMENTAL PROGRAMMING & LOCAL REPORTING 25,000

IOBY

6815 EULCID AE
CLEVELAND,OH44103
  PUBLIC FOWLER MATCHING GRANT PROGRAM 50,000

LEWIS ART INC

1811 IDLEHURST DR
EUCLID,OH44117
  PUBLIC GENERAL SUPPORT 4,000

LORAIN HISTORICAL SOCIETY

329 W 10TH ST
LORAIN,OH44052
  PUBLIC GENERAL SUPPORT 10,000

MELANOMA RESEARCH FOUNDATION

1420 K ST NW
WASHINGTON,DC20005
  PUBLIC ANGIE'S INSTITUTE 5,000

MENTAL HEALTH SVC FOR HOMELESS PERSONS

1744 PAYNE AVE
CLEVELAND,OH44114
  PUBLIC GENERAL SUPPORT 25,000

MERRICK HOUSE

1050 STARKWEATHER AVE
CLEVELAND,OH44113
  PUBLIC GENERAL SUPPORT 20,000

MONTESSORI DEVELOPMENT PARTNERSHIPS

975 EAST BLVD
CLEVELAND,OH44108
  PUBLIC GENERAL SUPPORT 3,000

MUSEUM OF CONTEMPORARY ART CLEVELAND

11400 EUCLID AVENUE
CLEVELAND,OH44106
  PUBLIC GENERAL SUPPORT 15,000

OHIO DOMESTIC VIOLENCE NETWORK

174 E LONG ST STE 200
COLUMBUS,OH43215
  PUBLIC GENERAL SUPPORT 15,000

ORGANIC CONNECTS INC

7000 EUCLID AVE STE 203
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 4,000

PASSAGES CONNECTING FATHERS AND SONS

4600 CARNEGIE AVE
CLEVELAND,OH44103
  PUBLIC GENERAL SUPPORT 25,000

PEP

3134 EUCLID AVE
CLEVELAND,OH44115
  PUBLIC GENERAL SUPPORT 4,000

PRO-CHOICE OHIO

12000 SHALER BLVD
CLEVELAND,OH44120
  PUBLIC PATIENT ADVOCATES 20,000

REACH SUCCESS

1001 LAKESIDE AVE E STE 1610
CLEVELAND,OH44115
  PUBLIC GENERAL SUPPORT 25,000

REFRESH COLLECTIVE

5409 DETROIT AVE
CLEVELAND,OH44102
  PUBLIC GENERAL SUPPORT 5,000

RENOUNCE DENOUNCE GANG INTERVENTION

17325 EUCLID AVE
CLEVELAND,OH44112
  PUBLIC GENERAL SUPPORT 40,000

SHOWING UP FOR RACIAL JUSTICE OHIO

2253 BENTON AVE
DAYTON,OH45406
  PUBLIC GENERAL SUPPORT 52,500

SIGNATURE HEALTH INC

14701 DETROIT AVE 6TH FLOOR
LAKEWOOD,OH44107
  PUBLIC GENERAL SUPPORT 30,000

SUITE 1300 SERVICES INC

1422 EUCLID AVE STE 1300
CLEVELAND,OH44115
  PUBLIC NEIGHBORHOOD CONNECTIONS 50,000

TEEN CANCER AMERICA

11845 W OLYMPIC BLVD STE 77T W
LOS ANGELES,CA90064
  PUBLIC GENERAL SUPPORT 50,000

THE CENTERS FOR FAMILIES AND CHILDREN

2421 CENTRAL AVE
CLEVELAND,OH44115
  PUBLIC GENERAL SUPPORT 20,000

THE MATRIOTS EDUCATION FUND

1391 W 5TH AVE SUITE 155
COLUMBUS,OH43212
  PUBLIC GENERAL SUPPORT 15,000

THE NATURE CONSERVANCY IN OHIO

6375 RIVERSIDE DR
DUBLIN,OH43017
  PUBLIC GENERAL SUPPORT 20,000

UNIVERSITY HOSPITALS

11100 EUCLID AVE
CLEVELAND,OH44106
  PUBLIC GENERAL SUPPORT 150,000

UNIVERSITY OF CINCINNATI FOUNDATION

51 GOODMAN DR STE 100
CLEVELAND,OH45221
  PUBLIC GENERAL SUPPORT 25,000

URSULINE COLLEGE

2550 LANDER RD
PEPPER PIKE,OH44124
  PUBLIC IN HONOR OF JACKIE AMATO 500

WEST SHORE UNITARIAN UNIVERSALIST CONG

20401 HILLIARD BLVD
ROCKY RIVER,OH44116
  PUBLIC GENERAL SUPPORT 4,000

WORTH THE WAIT

6347 LAKE TRAIL DR
WESTERVILLE,OH43082
  PUBLIC GENERAL SUPPORT 4,000

WRITERS IN RESIDENCE

13051 LARCHMERE BLVD
SHAKER HEIGHTS,OH44120
  PUBLIC GENERAL SUPPORT 15,000

YMCA OF GREATER CLEVELAND

1301 E 9TH ST
CLEVELAND,OH44114
  PUBLIC YHAVEN 30,000

C2F3 FUND

1050 E 9TH ST UNITE 2B
CLEVELAND,OH44114
  PUBLIC GENERAL SUPPORT 80,000
Total .................................right arrow 3a 3,509,510
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 ...........
    14 144,020  
4 Dividends and interest from securities ....     14 270,247  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 18  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 736,403  
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 1,150,688 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,150,688
(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.)
10 REIMBURSEMENT FOR OVERPAYMENT OF PLEDGE
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.
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Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL & PROFESSIONAL FEES 80,210 20,052   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA 5,523,859 5,191,523

TY 2023 InvestmentsCorpStockSchedule
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Name of Stock End of Year Book Value End of Year Fair Market Value
BANK OF AMERICA 8,302,348 11,859,828

TY 2023 InvestmentsOtherSchedule2
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PASS THROUGH ENTITIES AT COST 94,226 104,206

TY 2023 OtherExpensesSchedule
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 2,991 0   0
OFFICE EXPENSE 1,897 0   0
PARKING 6 0   0
WORKERS COMPENSATION 160 0   0
PAYROLL EXPENSES 3,893 0   0
MISCELLANEOUS 29,011 0   0
MEMBERSHIP 16,674 0   0
PARTNERSHIP EXPENSES 6,134 0   0
COMPUTER EXPENSE 7,225 0   0


TY 2023 OtherIncomeSchedule2
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PARTNERSHIP INCOME 18 18 18


TY 2023 OtherIncreasesSchedule
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Description Amount
BOOK VS TAX TIMING DIFFERENCE 744


TY 2023 OtherProfessionalFeesSchedule
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 65,559 65,559   0


TY 2023 TaxesSchedule
Name:
THE CHAR AND CHUCK FOWLER FAMILY
 
FOUNDATION
EIN:
90-0035660
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE TAXES 200 0   0
PAYROLL TAXES 18,064 0   0
FEDERAL TAX 15,000 0   0