2024-11-06T10:30:19-06:00 2023-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990PF 2023-01-01 346555349 THE KELVIN & ELEANOR SMITH FOUNDATION KELV 2165919111 30100 CHAGRIN BLVD 150 CLEVELAND OH 44124 ELLEN STIRN MAVEC PRESIDENT 2165919111 2024-11-04 1 0 CHRISTOPHER B ANDERSON P00226559 2163630100 2023 2024-10-15 13:58:12Z X 187644590 X X 3334598 3334598 6148760 6148760 6148760 214217 165844 9697575 9649202 265000 0 265000 145000 0 145000 29750 0 29750 4151 0 0 13500 0 0 249187 249187 0 130018 0 25154 42061 21030 21031 627 0 627 71442 0 38636 950736 270217 525198 9733500 9733500 10684236 270217 10258698 -986661 9378985 8910357 4083528 4083528 96550322 94357352 113005009 26605572 25557211 25421657 30806625 37723771 45134396 162872876 161721862 187644590 0 0 X 0 0 162872876 161721862 0 0 162872876 161721862 162872876 161721862 162872876 -986661 0 161886215 164353 161721862 SECURITIES SALES - WILMINGTON TRST P 2020-01-01 2023-12-31 6148760 6148760 6148760 6148760 130368 0 130368 0 130368 257901 0 0 0 257901 0 127533 127533 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 1 0 0 0 0 1 WWW.KESMITHFOUNDATION.ORG PAMELA EICHENAUER 2165919111 30100 CHAGRIN BLVD CLEVELAND OH 44124 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CAREY F JAROS 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 TRUSTEE 0.50 0 0 0 HIROYUKI FUJITA 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 TRUSTEE 0.50 0 0 0 VANESSA MAVEC KING 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 TREASURER 0.50 0 0 0 DAVID M LENZ 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 SECRETARY 0.50 0 0 0 ELLEN STIRN MAVEC 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 PRESIDENT & CHAIR 40.00 265000 0 0 MADELAINE C MAVEC 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 TRUSTEE 0.50 0 0 0 JOHN G NESTOR 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 TRUSTEE 0.50 0 0 0 DANIEL WALSH 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 TRUSTEE 0.50 0 0 0 PAM EICHENAUER 30100 CHAGRIN BLVD 150 CLEVELAND OH 44124 GRANTS MANAGER 40.00 145000 0 0 0 MARQUETTE WEALTH MANAGEMENT 150 S 5TH ST STE 2800 MINNEAPOLIS MN 55402 INVESTMENT MANAGEMENT 172000 0 0 176720025 5268567 0 181988592 0 0 181988592 2729829 179258763 8962938 8962938 130368 1822 132190 8830748 0 8830748 0 8830748 10258698 0 10258698 8830748 6443189 0 0 10258698 6443189 0 0 3815509 0 0 0 0 0 0 0 0 5015239 0 0 0 PAMELA EICHENAUER 30100 CHAGRIN BLVD SUITE 150 CLEVELAND OH 44124 2165919111 (1) WRITTEN APPLICATION; (2) CURRENT AUDITED FINANCIAL STATEMENTS; AND (3) IRS TAX EXEMPTION LETTER NONE APPLICATION MAY BE MADE ONLY BY INTERNAL REVENUE CODE SECTION 509(A)(1), (2), OR (3) ORGANIZATIONS. PREFERENCE IS GIVEN TO THE GREATER CLEVELAND AREA. ACHIEVEMENT CENTERS FOR CHILDREN 4255 NORTHFIELD RD HIGHLAND HILLS OH 44128 N/A PC GENERAL OPERATING SUPPORT 30000 APOLLO'S FIRE 3091 MAYFIELD RD 217 CLEVE HTS OH 44118 N/A PC GENERAL OPERATING SUPPORT 20000 BECK CENTER FOR THE ARTS 17801 DETROIT AVE LAKEWOOD OH 44107 N/A PC GENERAL OPERATING SUPPORT 20000 BEECH BROOK 3737 LANDER RD PEPPER PIKE OH 44124 N/A PC GENERAL OPERATING SUPPORT 30000 BOYS & GIRLS CLUBS OF CLEVELAND 6114 BROADWAY AVE CLEVELAND OH 44127 N/A PC GENERAL OPERATING SUPPORT 35000 BOYS HOPE GIRLS HOPE 9619 GARFIELD BLVD CLEVELAND OH 44125 N/A PC GENERAL OPERATING SUPPORT 15000 BVU THE CENTER FOR NONPROFIT EXCELLENCE 1300 E NINTH ST 1805 CLEVELAND OH 44114 N/A PC GENERAL OPERATING SUPPORT 45000 CANDID MIDWEST 1422 EUCLID AVE 1600 CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 6000 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND OH 44106 N/A PC GENERAL OPERATING SUPPORT 15000 CATHOLIC CHARITIES - DIOCESE OF CLEVELAND 1404 E NINTH ST 8TH FL CLEVELAND OH 44114 N/A PC GENERAL OPERATING SUPPORT 3500 CENTER FOR ARTS-INSPIRED LEARNING 10917 MAGNOLIA DR CLEVELAND OH 44106 N/A PC GENERAL OPERATING SUPPORT 40000 CHILDREN'S MUSEUM OF CLEVELAND 3813 EUCLID AVE CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 25000 CITY CLUB OF CLEVELAND 850 EUCLID AVE 2ND FLOOR CLEVELAND OH 44114 N/A PC GUARDIANS OF FREE SPEECH CAMPAIGN 110000 CLEVELAND BALLET 23020 MILES RD CLEVELAND OH 44128 N/A PC GENERAL OPERATING SUPPORT 10000 CLEVELAND CLINIC PHILANTHROPY INSTITUTE 9500 EUCLID AVE CLEVELAND OH 44195 N/A PC GENERAL OPERATING SUPPORT 10000 CLEVELAND HEARING & SPEECH CENTER 11635 EUCLID AVE CLEVELAND OH 44106 N/A PC GENERAL OPERATING SUPPORT 30000 CLEVELAND INSTITUTE OF MUSIC 11021 EAST BLVD CLEVELAND OH 44106 N/A PC GENERAL OPERATING SUPPORT 25000 CLEVELAND LEADERSHIP CENTER 1422 EUCLID AVE 940 CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 45000 CLEVELAND MUSEUM OF NATURAL HISTORY 1 WADE OVAL DR CLEVELAND OH 44106 N/A GENERAL OPERATING SUPPORT 1000000 CLEVELAND PUBLIC THEATRE 6415 DETROIT RD CLEVELAND OH 44102 N/A PC GENERAL OPERATING SUPPORT 25000 CLEVELAND SCHOOL OF THE ARTS PO BOX 18265 CLEVELAND OH 44118 N/A PC GENERAL OPERATING SUPPORT 30000 CLEVELAND SIGHT CENTER 1909 E 101ST ST CLEVELAND OH 44106 N/A PC GENERAL OPERATING SUPPORT 40000 COLLEGE NOW GREATER CLEVELAND 1500 W 3RD ST STE 125 CLEVELAND OH 44113 N/A PC GENERAL OPERATING SUPPORT 40000 CONSERVANCY CUYAHOGA VALLEY NATIONAL PARK 1403 W HINES HILL RD PENINSULA OH 44264 N/A PC GENERAL OPERATING SUPPORT 30000 CUYAHOGA VALLEY SCENIC RAILROAD PO BOX 158 PENINSULA OH 44264 N/A PC GENERAL OPERATING SUPPORT 20000 DOWNTOWN CLEVELAND ALLIANCE 1010 EUCLID AVE 3RD FL CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 60000 FAMILY PROMISE OF GREATER CLEVELAND 3470 E 152ND ST CLEVELAND OH 44120 N/A PC GENERAL OPERATING SUPPORT 35000 FIELDSTONE FARM THERAPEUTIC RIDING CENTER 16497 SNYDER RD CHAGRIN FALLS OH 44023 N/A PC GENERAL OPERATING SUPPORT 57500 FLYING HORSE FARMS 5260 ST RT 95 MT GILEAD OH 43338 N/A PC GENERAL OPERATING SUPPORT 20000 FRIENDS OF BREAKTHROUGH SCHOOLS 3615 SUPERIOR AVE 3103A CLEVELAND OH 44114 N/A PC GENERAL OPERATING SUPPORT 50000 FRIENDS OF DBA 14666 REGENCY DR STRONGSVILLE OH 44149 N/A PC GENERAL OPERATING SUPPORT 1500 GLOBAL CLEVELAND 1422 EUCLID AVE 1652 CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 2500 GREAT LAKES THEATER 1501 EULID AVE 300 CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 50000 GREATER CLEVELAND FOOD BANK 15500 S WATERLOO RD CLEVELAND OH 44110 N/A PC GENERAL OPERATING SUPPORT 5000 GREATER CLEVELAND HABITAT FOR HUMANITY 2110 W 110TH ST CLEVELAND OH 44102 N/A PC GENERAL OPERATING SUPPORT 30000 GROUP PLAN COMMISSION 50 PUBLIC SQUARE TE 1700 CLEVELAND OH 44113 N/A PC GENERAL OPERATING SUPPORT 5000 HAWKEN SCHOOL 12465 COUNTY LINE RD GATES MILLS OH 44040 N/A PC GENERAL OPERATING SUPPORT 25000 HIRAM HOUSE 33775 HIRAM TR MORELAND HILLS OH 44022 N/A PC GENERAL OPERATING SUPPORT 10000 HOLDEN FORESTS & GARDENS 9500 SPERRY RD KIRTLAND OH 44094 N/A PC GENERAL OPERATING SUPPORT 50000 HOPEWELL 9637 ST RT 534 MIDDLEFIELD OH 44062 N/A PC GENERAL OPERATING SUPPORT 35000 HOSPICE OF THE WESTERN RESERVE 17876 ST CLAIR AVE CLEVELAND OH 44110 N/A PC GENERAL OPERATING SUPPORT 30000 IDEASTREAM PUBLIC MEDIA 1375 EUCLID AVE CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 42500 INTERMUSEUM CONSERVATION ASSOCIATION 2915 DETROIT AVE CLEVELAND OH 44113 N/A PC GENERAL OPERATING SUPPORT 15000 JUNIOR ACHIEVEMENT OF GREATER CLEVELAND 1422 EUCLID AVE 525 CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 20000 LAKE ERIE NATURE & SCIENCE CENTER 28728 WOLF RD BAY VILLAGE OH 44140 N/A PC WILDLIFE GARDENS RENOVATION PROJECT 67500 LAKE VIEW CEMETERY FOUNDATION 12316 EUCLID AVE CLEVELAND OH 44106 N/A PC JAMES A. GARFIELD RESTORATION 165000 LAND STUDIO 1939 W 25TH ST 200 CLEVELAND OH 44113 N/A PC GENERAL OPERATING SUPPORT 50000 LAUREL SCHOOL ONE LYMAN CIR SHAKER HTS OH 44122 N/A PC GENERAL OPERATING SUPPORT 10000 LAWRENCE SCHOOL 10036 OLDE EIGHT RD SAGAMORE HILLS OH 44067 N/A PC GENERAL OPERATING SUPPORT 50000 MUSIC SETTLEMENT 11125 MAGNOLIA DR CLEVELAND OH 44106 N/A PC GENERAL OPERATING SUPPORT 50000 MUSICAL ARTS ASSOCIATION 11001 EUCLID AVE CLEVELAND OH 44106 N/A PC "WE BELIEVE" CAMPAIGN-MUSIC DIRECTOR 1200000 NATURE CENTER AT SHAKER LAKES 2600 S PARK BLVD CLEVELAND OH 44120 N/A PC KAY CARLSON LEADERSHIP FUND 30000 OPEN DOORS ACADEMY 1427 E 36TH ST 4206A CLEVELAND OH 44114 N/A PC GENERAL OPERATING SUPPORT 35000 PIANO CLEVELAND 20600 CHAGRIN BLVD STE 1110 SHAKER HTS OH 44122 N/A PC GENERAL OPERATING SUPPORT 20000 PLANNED PARENTHOOD OF GREATER OHIO 25350 ROCKSIDE RD BEDFORD HTS OH 44146 N/A PC GENERAL OPERATING SUPPORT 60000 PLAYHOUSE SQUARE FOUNDATION 1501 EUCLID AVE 200 CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 62500 RAINEY INSTITUTE 1705 E 55TH ST CLEVELAND OH 44103 N/A PC GENERAL OPERATING SUPPORT 15000 ROCK AND ROLL HALL OF FAME 1100 ROCK AND ROLL BLVD CLEVELAND OH 44114 N/A PC MUSEUM 2.0 EXPANSION PROJECT 1270000 SAINT MARTIN DE PORRES HIGH SCHOOL 6202 ST CLAIR AVE CLEVELAND OH 44103 N/A PC GENERAL OPERATING SUPPORT 60000 SEEDS OF LITERACY 3104 W 25TH ST 3RD FLOOR CLEVELAND OH 44109 N/A PC GENERAL OPERATING SUPPORT 10000 STRONGSVILLE EMERGENCY FOOD BANK 13259 PEARL RD STRONGSVILLE OH 44136 N/A PC GENERAL OPERATING SUPPORT 2500 TEACH FOR AMERICA 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 N/A PC GENERAL OPERATING SUPPORT 40000 THE CLEVELAND MUSEUM OF ART 11150 EAST BLVD CLEVELAND OH 44106 N/A PC DECORATIVE ARTS CURATOR, SPECIAL EXHIBITS, GEN'L SUPPORT 3005000 THE GATHERING PLACE 23300 COMMERCE PARK BEACHWOOD OH 44122 N/A PC GENERAL OPERATING SUPPORT 20000 THE LEGAL AID SOCIETY OF CLEVELAND 1223 W 6TH ST CLEVELAND OH 44113 N/A PC GENERAL OPERATING SUPPORT 10000 THE LITERACY COOPERATIVE 1422 EUCLID AVE STE 248 CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 7500 THE NATURE CONSERVANCY - OHIO 6375 RIVERSIDE DR 100 DUBLIN OH 43017 N/A PC GENERAL OPERATING SUPPORT 50000 TOWARDS EMPLOYMENT 1255 EUCLID AVE 300 CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 15000 TRUST FOR PUBLIC LAND 1250 OLD RIVER RD 202 CLEVELAND OH 44113 N/A PC GENERAL OPERATING SUPPORT 30000 UNIVERSITY HOSPITALS 3605 WARRENSVILLE CENTER RD SHAKER HTS OH 44122 N/A PC UH EXPRESSIVE THERAPY PROGRAM 1000000 URBAN COMMUNITY SCHOOL 4909 LORAIN AVE CLEVELAND OH 44102 N/A PC GENERAL OPERATING SUPPORT 25000 VOCATIONAL GUIDANCE SERVICES 2239 E 55TH ST CLEVELAND OH 44103 N/A PC GENERAL OPERATING SUPPORT 30000 WEST CREEK CONSERVANCY PO BOX 347113 CLEVELAND OH 44134 N/A PC GENERAL OPERATING SUPPORT 30000 WESTERN RESERVE LAND CONSERVANCY PO BOX 314 NOVELTY OH 44072 N/A PC GENERAL OPERATING SUPPORT 50000 YOUTH OPPORTUNITIES UNLIMITED 1361 EUCLID AVE CLEVELAND OH 44115 N/A PC GENERAL OPERATING SUPPORT 20000 9733500 0 14 3334598 525990 48373 14 165844 18 6148760 48373 9649202 0 9697575 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13500 0 0 BONDS 25557211 25421657 EQUITIES 94357352 113005009 ALTERNATIVE INVESTMENTS AT COST 37723771 45134396 LEGAL FEES 4151 0 0 PARTNERSHIP INCOME NOT BOOKED AND BOOK-TO-TAX DIFFERENCES 164353 GENERAL OFFICE EXPENSES 65613 0 32807 CHARITABLE EXPENSES 5829 0 5829 INCOME FROM PARTNERSHIP INVESTMENTS 165844 165844 165844 UNRELATED BUSINESS INC.FROM PARTNERSHIP INVEST. 48373 0 48373 INVESTMENT ADVISORY FEES 249187 249187 0 PAYROLL TAXES 25154 0 25154 FEDERAL EXCISE TAXES 104864 0 0