DEAN AND CAROL MUELLER FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEAN AND CAROL MUELLER FAMILY FOUNDATION (EIN 81-0776819)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-02-27
- IRS object ID
- 202320589349100312
- Schema version
- 2022v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-27T10:22:48-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810776819 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN AND CAROL MUELLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEAN | BusinessNameControlTxt |
| Phone | 2166961422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31680 LAKE ROAD | AddressLine1Txt |
| City | AVON LAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44012 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEAN T MUELLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2166961422 | PhoneNum |
| Signature | 2023-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEAN | PersonFirstNm |
| Person Last | MUELLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT J SWAIN | PreparerPersonNm |
| PTIN | P00446317 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2023-02-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,506,372 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $97,281 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,751,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,831 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,028 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,028 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $296,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $296,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,028 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $183,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,355 | CashBOYAmt |
| Cash EOY | $234,691 | CashEOYAmt |
| Cash EOYFMV | $234,691 | CashEOYFMVAmt |
| Other Investments BOY | $3,923,387 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,606,776 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,271,681 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,993,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,841,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,506,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,993,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,841,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,993,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,841,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,993,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,841,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,993,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,943 | OtherIncreasesAmt |
| Subtotal | $3,841,467 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,841,467 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| F&T BHVRL SM CAP EQ-R6 | 2022-01-10 | $30,000 | $29,560 | $440 | $440 | |
| ISHARES CORE MSCI EMERGING | 2022-01-11 | $71,788 | $76,138 | -$4,350 | -$4,350 | |
| SPDR S&P 500 ETF TRUST - DONATED | 2022-01-11 | $203,562 | $65,157 | $138,405 | $138,405 | |
| ISHARES JP MORGAN EM LOC CURR BD | 2022-01-11 | $58,410 | $67,853 | -$9,443 | -$9,443 | |
| BNYM INTL STCK-Y | 2022-02-02 | $75,000 | $80,041 | -$5,041 | -$5,041 | |
| BNYM FLTNG RT INC-Y | 2022-02-02 | $50,000 | $49,108 | $892 | $892 | |
| SPDR S&P 500 ETF TRUST - DONATED | 2022-02-03 | $67,590 | $22,468 | $45,122 | $45,122 | |
| BNY MELLON CORP BOND-M | 2022-02-16 | $280,029 | $300,000 | -$19,971 | -$19,971 | |
| VANGUARD SMALL-CAP ETF | 2022-02-17 | $85,018 | $88,252 | -$3,234 | -$3,234 | |
| BNYM INTL STCK-Y | 2022-05-11 | $37,012 | $46,147 | -$9,135 | -$9,135 | |
| BNY MELLON HIGH YIELD-I | 2022-05-11 | $92,220 | $100,238 | -$8,018 | -$8,018 | |
| F&T BHVRL SM CAP EQ-R6 | 2022-05-11 | $1,179 | $1,321 | -$142 | -$142 | |
| TCW EMERGING MARKETS INCOME FUND-I | 2022-05-11 | $86,000 | $102,742 | -$16,742 | -$16,742 | |
| ISHARES CORE MSCI EMERGING | 2022-05-11 | $114,493 | $136,284 | -$21,791 | -$21,791 | |
| BNYM FLTNG RT INC-Y | 2022-06-03 | $35,000 | $35,256 | -$256 | -$256 | |
| SPDR S&P 500 ETF TRUST - DONATED | 2022-06-06 | $40,828 | $14,979 | $25,849 | $25,849 | |
| VANGUARD SMALL-CAP ETF | 2022-06-06 | $19,419 | $18,265 | $1,154 | $1,154 | |
| BNY MELLON EMERGING MKTS-M | 2022-07-15 | $47,222 | $50,000 | -$2,778 | -$2,778 | |
| VIRTUS EMERGING MKTS OPPOR-I | 2022-07-15 | $88,918 | $114,777 | -$25,859 | -$25,859 | |
| BNY MELLON CORP BOND-M | 2022-07-15 | $194,535 | $210,284 | -$15,749 | -$15,749 | |
| BNY MELLON S/T US GOV SECS-M | 2022-07-15 | $243,794 | $250,000 | -$6,206 | -$6,206 | |
| BNY MELLON INTERMEDIATE BD-M | 2022-07-15 | $181,604 | $187,235 | -$5,631 | -$5,631 | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 2022-07-18 | $119,963 | $130,178 | -$10,215 | -$10,215 | |
| BNYM INTL STCK-Y | 2022-08-04 | $40,000 | $38,251 | $1,749 | $1,749 | |
| SPDR S&P 500 ETF TRUST - DONATED | 2022-08-05 | $61,553 | $22,468 | $39,085 | $39,085 | |
| VANGUARD FTSE EMERGING MARKETS ETF | 2022-08-05 | $20,390 | $20,695 | -$305 | -$305 | |
| BP CAP MARKETS AMERI | 2022-08-24 | $50,265 | $50,212 | $53 | $53 | |
| VANGUARD FTSE EMERGING MARKETS ETF | 2022-09-08 | $20,165 | $20,695 | -$530 | -$530 | |
| BNYM FLTNG RT INC-Y | 2022-12-08 | $15,000 | $15,377 | -$377 | -$377 | |
| BNY MELLON GLOBAL REAL RETURN Y | 2022-12-08 | $40,000 | $43,019 | -$3,019 | -$3,019 | |
| BLACKROCK STRAT INC OPP-INST | 2022-12-08 | $243,665 | $250,000 | -$6,335 | -$6,335 | |
| ISHARES CORE S&P MID-CAP ETF | 2022-12-09 | $18,600 | $18,727 | -$127 | -$127 | |
| CAPITAL GAINS DIVIDENDS | $18,336 | $18,336 | $18,336 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,831 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,255 | OverpaymentAmt |
| Applied To ES Tax | $2,255 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEAN T MUELLER | IndividualWithBooksNm |
| Phone | 2166961422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31680 LAKE ROAD | AddressLine1Txt |
| City | AVON LAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL J MUELLER | ||||||||
| 31680 LAKE ROAD | AVON LAKE | OH | 44012 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DEAN T MUELLER | ||||||||
| 31680 LAKE ROAD | AVON LAKE | OH | 44012 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JACQUELYN L MUELLER | ||||||||
| 31680 LAKE ROAD | AVON LAKE | OH | 44012 | CO-VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ALLISON J MUELLER | ||||||||
| 31680 LAKE ROAD | AVON LAKE | OH | 44012 | CO-VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| ERIC W MUELLER | ||||||||
| 31680 LAKE ROAD | AVON LAKE | OH | 44012 | CO-VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,670,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $273,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,944,145 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,944,145 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,869,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,545 | TotalTaxAmt |
| Distributable Before Adj | $240,954 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $240,954 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $240,954 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $240,954 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $33,557 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,179 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,649 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,417 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,346 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $222,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,954 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,046 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $277,194 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $33,557 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $243,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,179 | ExcessFromYear4Amt |
| Excess From Year3 | $30,649 | ExcessFromYear3Amt |
| Excess From Year2 | $68,417 | ExcessFromYear2Amt |
| Excess From Year1 | $66,346 | ExcessFromYear1Amt |
| Excess From Current Year | $55,046 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL J MUELLER | ContributingManagerNm |
| Contributing Manager | DEAN T MUELLER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL DEAN MUELLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31680 LAKE ROAD | AddressLine1Txt |
| City | AVON LAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2166961422 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT REQUEST IN LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NORTHEASTERN OHIO CIVIC AND CULTURAL 501 (C) (3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | |||||||
| 1729 WILEY AVE | CLEVELAND | OH | 44113 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $110,000 |
| FRIENDSHIP ANIMAL PROTECTION LEAGUE | |||||||
| 8303 MURRAY RIDGE ROAD | ELYRIA | OH | 44035 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $1,000 |
| PRAYERS FROM MARIA | |||||||
| 20226 DETROIT RD | ROCKY RIVER | OH | 44116 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $100,000 |
| VILLAGE PROJECT | |||||||
| 27378 W OVIATT RD | BAY VILLAGE | OH | 44140 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| WESTERN RESERVE HISTORICAL SOCIETY | |||||||
| 10825 E BOULEVARD | CLEVELAND | OH | 44106 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $25,000 |
| CLEVELAND FOOD BANK | |||||||
| 13915 COIT RD | CLEVELAND | OH | 44110 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $25,000 |
| BEDFORD LITTLE BEARS | |||||||
| 680 WASHINGTON ST | BEDFORD | OH | 44148 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $5,000 |
| COMMUNITY WEST FOUNDATION | |||||||
| 800 SHARON DRIVE SUITE A | WESTLAKE | OH | 44145 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $296,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,281 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $130,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,810 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME - BNY | AT COST | $946,359 | $924,043 |
| EQUITY - BNY | AT COST | $2,117,446 | $2,860,852 |
| ALTERNATIVE INVESTMENTS - BNY | AT COST | $542,971 | $486,786 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $10,028 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,028 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND ISSUED IN ERROR | Desc |
| Amt | $22,943 | Amt |
Comments