2024-05-15T09:11:53-04:00 2023-12-31 861155665 SCHULTZ BERTIN & CO 21851 CENTER RIDGE RD CLEVELAND OH 441163901 990PF 2023-01-01 341856511 CHILCOTE FAMILY FOUNDATION CHIL 2167954117 2322 DELAMERE RD CLEVELAND HEIGHTS OH 44106 LEE A CHILCOTE TRUSTEE 2167954117 2024-05-14 LEE CHILCOTE XXX-XX-XXXX true JEFFREY M KURZWEIL CPA CFE P00642675 4403339004 2024-05-15 2023 2023-04-26 12:10:37Z X X 944155 X X 2875 17257 17257 866 62991 866 20998 18123 1105 1105 5643 5643 545 545 7293 6188 1105 50000 50000 57293 6188 51105 -36295 11935 67282 95871 95871 894241 831518 848284 961523 927389 944155 0 X 961523 927389 961523 927389 961523 927389 961523 -36295 2161 927389 927389 866 166 166 166 2114 2114 1948 1948 false false false false false false false true true OH true false false false false true N/A JEFFREY KURZWEIL 4403330219 21851 CENTER RIDGE ROAD 511 ROCKY RIVER OH 44116 false false false false false false false false false false false false false false false false false false false false LEE A CHILCOTE 2322 DELAMERE DR CLEVELAND HEIGHTS OH 44106 TRUSTEE 000.00 0 0 0 EMILY K CHILCOTE 2322 DELAMERE DR CLEVELAND HEIGHTS OH 44106 TRUSTEE 000.00 0 0 0 NONE NONE N/A 855417 79711 0 935128 935128 14027 921101 46055 46055 166 166 45889 45889 45889 51105 51105 45889 90382 462652 553034 51105 45889 5216 558250 0 558250 90382 462652 5216 LEE A CHILCOTE 2322 DELAMERE DR CLEVELAND HEIGHTS OH 44106 2167954117 SUBMIT A REQUEST IN WRITING NONE LIMITED TO TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED UNIVERSITY SCHOOL CHARITABLE 20701 BRANTLEY RD SHAKER HEIGHTS OH 44122 NONE PUB CHARITY CHARITABLE 50000 50000 14 2875 17257 866 2875 18123 20998 false false false false false false false false false false INDIRECT ACCOUNTING EXPENSES 1105 1105 US TREASURY BILLS DTD 12.1.2022 2023-10 PURCHASE 2023-11 62125 62125 FIXED INCOME AT COST 318710 298599 LARGE CAP AT COST 343978 412292 SMALL CAP AT COST 37002 45773 INTERNATIONAL AT COST 38603 45729 REAL ESTATE AT COST 49718 45580 ABSOLUTE RETURN AT COST 43507 311 ADJUSTMENTS FOR ACCRUED INCOME 2161 CUSTODIAN & MANAGEMENT FEES 5643 5643 FOREIGN TAXES PAID ON DIV 45 45 TAX PAID 500 500