2024-08-20T10:48:28-07:00 2023-12-31 341095358 MCCARTHY LEBIT CRYSTAL & LIFFMAN CO LPA 1111 SUPERIOR AVE E STE 2700 CLEVELAND OH 44114 990PF 2023-01-01 260508592 THE DONAHEY FAMILY FOUNDATION DONA 2166961422 1111 SUPERIOR AVENUE EAST CLEVELAND OH 44114 JOHN S SEICH SECRETARY/TREASURER 2166961422 2024-05-13 true true E Roger Stewart P00013508 2166961422 2024-08-20 2023 2024-08-08 14:25:15Z X 2477715 X X 0 2160 31693 29533 16859 101 0 0 31693 48552 101 2793 2793 0 3900 3900 1700 1700 0 0 8393 8393 0 120000 120000 128393 8393 120000 -96700 40159 101 1 1 1 0 0 118437 23192 23192 1266597 1283456 2454522 0 0 0 0 0 0 1385035 1306649 2477715 0 0 0 0 0 X 1385035 1306649 1385035 1306649 1385035 1306649 1385035 -96700 18314 1306649 1306649 SHORT TERM CAPITAL GAIN DISTRIBUTIONS P 2023-01-01 2023-12-31 101 0 0 101 0 0 0 101 LONG TERM CAPITAL GAIN DISTRIBUTIONS P 2022-12-01 2023-12-31 16758 0 0 16758 0 0 0 16758 16859 101 558 0 558 0 558 516 800 1316 -1316 758 758 false false false false false false false true true OH true false false false false true N/A JOHN S SEICH 2166961422 1111 SUPERIOR AVE EAST SUITE 2700 CLEVELAND OH 44114 false false false false false false false false false false false false false false false false false false false false false J DAVID DONAHEY JR 1111 SUPERIOR AVE EAST SUITE 2700 CLEVELAND OH 44114 TRUSTEE/PRESIDENT 1.00 0 0 0 ROBERT W DONAHEY 1111 SUPERIOR AVE EAST SUITE 2700 CLEVELAND OH 44114 TRUSTEE/VICE PRESIDENT 1.00 0 0 0 SUSAN DONAHEY DAMERON 1111 SUPERIOR AVE EAST SUITE 2700 CLEVELAND OH 44114 TRUSTEE 1.00 0 0 0 KATHLEEN DONAHEY MARCUS 1111 SUPERIOR AVE EAST SUITE 2700 CLEVELAND OH 44114 TRUSTEE 1.00 0 0 0 JOHN S SEICH ESQ 1111 SUPERIOR AVE EAST STE 2700 CLEVELAND OH 44114 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 2103528 119548 0 2223076 0 2223076 33346 2189730 109487 109487 558 558 108929 108929 108929 120000 120000 108929 0 0 4560 1885 28582 35027 120000 0 108929 11071 46098 0 0 0 0 0 46098 0 4560 1885 28582 11071 NA NA X WINOUS POINT MARSH CONSERVANCY 3500 S LATTIMORE ROAD PORT CLINTON OH 43452 PC PRESERVATION OFNATURAL HABITATS 50000 CLEVELAND MOUNTED POLICE CHARITABLE TRUST 1109 CARNEGIE AVE 2ND FL CLEVELAND OH 44115 PC PRESERVATION OFMOUNTED POLICESERVICES 5000 0 JAMES RIVER HORSE FDN PO BOX 345 OILVILLE VA 23129 PC ANIMAL SHELTERFOR RESCUEHORSES 20000 UNIVERSITY SCHOOL TOWER SOCIETY 2785 SOM CENTER RD HUNTING VALLEY OH 44022 PC IMPROVINGEDUCATIONAL ENDEAVORS 2500 THE GENERALS REDOUBT PO BOX 1097 LEXINGTON VA 24450 PC SUPPORT OFEDUCATIONALENDEAVORS 2500 0 0 0 0 0 HATHAWAY BROWN SCHOOL 19600 N PARK BLVD SHAKER HEIGHTS OH 44122 PC SUPPORT OF EDUCATIONENDEAVORS 10000 BURR AND BURTON ACADEMY 57 SEMINARY AVE MANCHESTER VT 05254 PC SUPPORT OF EDUCATIONENDEAVORS 30000 120000 14 0 14 31693 31693 31693 8 INVESTMENT ASSETS ARE MANAGED TO PRODUCE INCOME AND/OR GROWTH OF PRINCIPAL. 8 WHERE MANAGED FOR GROWTH OF PRINCIPAL, PORTFOLIO STRATEGIES NECESSITATE 8 A PERIODIC REBLANCING OF ASSETS IN THE PORTFOLIO. THIS REBALANCING 8 ACTIVITY MAY PRODUCED REDUCED GAINS OR LOSSES, BUT IS INTENDED TO BETTER 8 POSITION THE INVESTMENT PORTFOLIO FOR THE FUTURE. A STRONGER INVESTMENT 8 PORTFOLIO ULTIMATELY ENABLES THE FOUNDATION TO MAKE MORE CHARITABLE 8 DONATIONS IN FURTHERANCE OF ITS EXEMPT PURPOSE. false false false false false false false false false false STATEMENT CONCERNING FILING OF OHIO 990-PF - PART VII-A, LINE 8b THE ATTORNEY GENERALS OFFICE IN THE STATE OF OHIO ALLOWS A PRIVATE FOUNDATIONTHE ATTORNEY GENERALS OFFICE IN THE STATE OF OHIO ALLOWS A PRIVATE FOUNDATIONTHE ATTORNEY GENERALS OFFICE IN THE STATE OF OHIO ALLOWS A PRIVATE FOUNDATIONTHE ATTORNEY GENERALS OFFICE IN THE STATE OF OHIO ALLOWS A PRIVATE FOUNDATION GLENMEDE: US MUTUAL FUNDS IN US EQUITIES 1283456 2454522 23192 23192 MCCARTHYLEBIT LEGAL & TAX 2793 2793 CAPITAL GAINS FROM INVESTMENT INCOME FROM PART IV 16859 TIMING DIFFERENCES 1455 GLENMEDE INVESTMENT ADV 3900 3900 FEDERAL EXCISE TAXES 1000 1000 OHIO CHARITABLE REGISTRATION 700 700