SAUERLAND FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAUERLAND FOUNDATION (EIN 34-1787952)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-05
- IRS object ID
- 202411579349100611
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-05T10:54:21-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270709478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGER BERGER PRESS & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23500 MERCANTILE RD STE A | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341787952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUERLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUE | BusinessNameControlTxt |
| Phone | 2162123835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 985 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN SAUERLAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4402472881 | PhoneNum |
| Signature | 2024-03-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | SAUERLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S SINGER | PreparerPersonNm |
| PTIN | P00042849 | PTIN |
| Phone | 2165959400 | PhoneNum |
| Preparation | 2024-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,857,270 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,693,844 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,390 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $15,390 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $141,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,527 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $141,892 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$72,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,455,188 | GrossSalesPriceAmt |
| Total Rev And Expnss | $12,778,606 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $154,917 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $157,282 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $274 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $1,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,440,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,440,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,441,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,440,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,337,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $154,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $157,282 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,339,731 | CashBOYAmt |
| Cash EOY | $342,615 | CashEOYAmt |
| Cash EOYFMV | $342,615 | CashEOYFMVAmt |
| US Government Obligations EOY | $2,054,191 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,068,230 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,044,426 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,324,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,446,425 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,384,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,720,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,857,270 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,384,157 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,720,854 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,384,157 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,720,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,384,157 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,720,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,384,157 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,337,157 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,721,314 | SubtotalAmt |
| Other Decreases | $460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,720,854 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,153 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,153 | SubtotalAmt |
| Tax Based On Investment Income | $2,153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $8 | EsPenaltyAmt |
| Tax Due | $321 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN SAUERLAND | IndividualWithBooksNm |
| Phone | 4402472881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 PAXTON ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN SAUERLAND | ||||||||
| 2929 PAXTON RD | SHAKER HEIGHTS | OH | 44120 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| PAUL SAUERLAND | ||||||||
| 2881 SOTHINGTON RD | SHAKER HEIGHTS | OH | 44120 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ROBERT SAUERLAND | ||||||||
| 5658 SHADY HOLLOW LANE | CINCINNATI | OH | 45230 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,102,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,341,173 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,443,720 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $20,443,720 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $306,656 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,137,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,006,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,006,853 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,153 | TotalTaxAmt |
| Distributable Before Adj | $1,004,700 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,004,700 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,004,700 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,440,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,440,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,004,700 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $49,989 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $153,838 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,827 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,440,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,004,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $435,500 | RemainingDistriFromCorpusAmt |
| Total Corpus | $639,327 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $639,327 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $49,989 | ExcessFromYear2Amt |
| Excess From Year1 | $153,838 | ExcessFromYear1Amt |
| Excess From Current Year | $435,500 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAUERLAND FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30335 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4402472881 | RecipientPhoneNum |
| Recipient Email Address | ROBSAUERLAND@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PCP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON LIMITATIONS ON AWARDS EXIST EXCEPT APPLICANT MUST BE A QUALIFIED CHARITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTION ALLIANCE INTERNATIONAL | |||||||
| 312 JULIA LN | EULESS | TX | 76040 | DONATION | $10,000 | ||
| BAKER HUNT ART CENTER | |||||||
| 620 GREENUP ST | COVINGTON | KY | 41011 | DONATION | $10,000 | ||
| CISE | |||||||
| 100 E 8TH ST | CINCINNATI | OH | 45202 | DONATION | $25,000 | ||
| CARDINAL LAND CONSERVANCY | |||||||
| PO BOX 957 | MILFORD | OH | 45150 | DONATION | $15,000 | ||
| CLERMONT CO SENIOR SERVICES | |||||||
| 2085 JAMES E SAULS SR DR | BATAVIA | OH | 45103 | DONATION | $40,000 | ||
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | |||||||
| 1729 WILLEY AVE | CLEVELAND | OH | 44113 | DONATION | $5,000 | ||
| CLEVELAND CLINIC FOUNDATION H&V | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | DONATION | $25,000 | ||
| CLEVELAND FOODBANK | |||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | DONATION | $50,000 | ||
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 441061797 | DONATION | $250,000 | ||
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | DONATION | $10,000 | OFFICE OF PHILANTHROPY | |
| COMMUNITY LIFE COLLABORATIVE | |||||||
| PO BOX 23368 | CHAGRIN FALLS | OH | 44023 | DONATION | $15,000 | ||
| CORKSCREW SWAMP SANCTUARY | |||||||
| 375 SANCTUARY ROAD | NAPLES | FL | 34120 | DONATION | $35,000 | ||
| EDWINS FOUNDATION | |||||||
| 13101 SHAKER SQUARE | CLEVELAND | OH | 44120 | DONATION | $25,000 | ||
| FREESTORE FOODBANK | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | DONATION | $20,000 | ||
| FRIENDS OF BREAKTHROUGH | |||||||
| 3615 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | DONATION | $220,000 | SUITE 3103A | |
| FRIENDS OF INTERGENERATIONAL SCHOOL | |||||||
| PO BOX 602070 | CLEVELAND | OH | 44102 | DONATION | $110,000 | ||
| GREATER CLEVE HABITAT FOR HUMANITY | |||||||
| 2110 W 110TH STREET | CLEVELAND | OH | 44102 | DONATION | $50,000 | ||
| GREATER MILFORD AREA HISTORICAL | |||||||
| 906 MAIN ST | MILFORD | OH | 45150 | DONATION | $10,000 | SOCIETY | |
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | DONATION | $12,000 | MANDEL BUILDING | |
| LEELANAU CONSERVANCY | |||||||
| PO BOX 1007 | LELAND | MI | 49654 | DONATION | $23,000 | ||
| LIGHTHOUSE YOUTH SERVICE | |||||||
| 401 E MCMILLAN STREET | CINCINNATI | OH | 45206 | DONATION | $20,000 | ||
| MEDWISH | |||||||
| 1625 E 31ST STREET | CLEVELAND | OH | 44114 | DONATION | $10,000 | ||
| SANIBEL-CAPTIVA CONSERVATION FUND | |||||||
| PO BOX 101130 | CAPE CORAL | FL | 33910 | DONATION | $10,000 | ||
| SEEDS OF LITERACY | |||||||
| 3104 W 25TH STREET | CLEVELAND | OH | 44109 | DONATION | $5,000 | 3RD FLOOR | |
| SHAKER SCHOOLS FOUNDATION | |||||||
| 15600 PARKLAND DRIVE | SHAKER HEIGHTS | OH | 44120 | DONATION | $22,000 | ||
| SONLIGHT POWER | |||||||
| 5130 RIVER VALLEY ROAD | MILFORD | OH | 45150 | DONATION | $20,000 | ||
| THE HAVEN HOME LLC | |||||||
| 2971 E 61ST STREET | CLEVELAND | OH | 44127 | DONATION | $20,000 | ||
| TREES FOR THE FUTURE | |||||||
| PO BOX 7027 | SILVER SPRINGS | MD | 20907 | DONATION | $60,000 | ||
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | DONATION | $25,000 | ||
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 200908204 | DONATION | $10,000 | ||
| FIRST STEP HOME | |||||||
| 2203 FULTON AVE | CINCINNATI | OH | 45206 | DONATION | $40,000 | ||
| FUNDAMAYA | |||||||
| 2609 HARTFORD ST | SAN DIEGO | CA | 92110 | DONATION | $20,000 | ||
| THE HOMELESS CHARITY | |||||||
| PO BOX 5258 | FAIRLAWN | OH | 44333 | DONATION | $22,000 | ||
| LEARNING GROVE | |||||||
| 333 MADISON AVE | COVINGTON | KY | 41011 | DONATION | $20,000 | ||
| LOSS OF SPOUSE SANTUARY | |||||||
| 17213 US-71 BUS | ST JOSEPH | MO | 645053744 | DONATION | $11,000 | ||
| LYDIA'S HOUSE | |||||||
| PO BOX 128808 | CINCINNATI | OH | 45212 | DONATION | $20,000 | ||
| NATURE CENTER OF SHAKER LAKES | |||||||
| 2600 SOUTH PARK BLVD | SHAKER HEIGHTS | OH | 44120 | DONATION | $10,000 | ||
| OPEN DOORS ACADEMY | |||||||
| 1427 E 26TH ST 4206A | CLEVELAND | OH | 44114 | DONATION | $10,000 | ||
| PROSPECT HOUSE | |||||||
| 682 HAWTHORNE AVE | CINCINNATI | OH | 45205 | DONATION | $40,000 | ||
| SHELTER HOUSE | |||||||
| PO BOX 643924 | CINCINNATI | OH | 452643924 | DONATION | $40,000 | ||
| UNIVERSITY HOSPITALS HHI | |||||||
| PO BOX 94554 | CLEVELAND | OH | 441014554 | DONATIONS | $25,000 | ||
| WOMEN HELPING WOMEN | |||||||
| 215 E 9TH ST 7TH FLOOR | CINCINNATI | OH | 45202 | DONATION | $20,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,440,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,390 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,527 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,365 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$72,520 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $154,917 | ExclusionAmt |
| Related Or Exempt Function Incm | -$70,155 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,762 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SAUERLAND FAMILY IRREVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 PAXTON ROAD | AddressLine1Txt |
| City | SHAKER HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44120 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $12,693,844 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $975 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 3000000 UST | 2023-09 | PURCHASE | 2023-11 | $3,000,000 | $3,000,000 | |
| FTOIX | 2021-11 | PURCHASE | 2023-09 | $3,455,188 | $3,527,708 | -$72,520 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | E TRADE FINANCIAL | StockNm |
| EOY Book Value | $17,324,048 | EOYBookValueAmt |
| EOYFMV | $26,446,425 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYMENTS | Desc |
| Amt | $460 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| P O BOX ANNUAL FEE | $274 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE OF OHIO | CategoryTxt |
| Amt | $200 | Amt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |