AVRUM KATZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AVRUM KATZ FOUNDATION (EIN 34-1471066)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349104812
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T14:51:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW&CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28601 Chagrin Blvd 210 | AddressLine1Txt |
| City | Woodmere | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | 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 | 341471066 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avrum Katz Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MISSIA VASELANEY | InCareOfNm |
| Business Name Control | AVRU | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Public Square Suite 3500 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Missia Vaselaney | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2167063956 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Missia | PersonFirstNm |
| Person Last | Vaselaney | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Eileen Vitale CPA | PreparerPersonNm |
| PTIN | P00069066 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $4,598,212 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $420,591 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $420,591 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $192,354 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $192,354 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $192,354 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $72,869 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $297,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,869 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,632 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,632 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $693,446 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $693,446 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $77,142 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $77,142 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,427 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,427 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,628 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,628 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,360 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,010 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $31,603 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,800 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,079 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,750 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $6,750 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,093 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $78,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $225,238 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $362,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $331,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $644,193 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146,372 | CashBOYAmt |
| Cash EOY | $115,334 | CashEOYAmt |
| Cash EOYFMV | $115,334 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,550 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,173,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,388,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,526,674 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$1,244,380 | OtherAssetsBOYAmt |
| Other Assets EOY | -$1,071,346 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$1,071,346 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,109,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,459,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,598,212 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $12,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,109,764 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,447,065 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,109,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,447,065 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,109,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,459,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,109,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $331,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,070 | OtherIncreasesAmt |
| Subtotal | $5,447,065 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,447,065 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SANFORD BERNSTEIN - 53697 | 2022-12-31 | $53,406 | $63,853 | -$10,447 | -$10,447 | |
| SANFORD BERNSTEIN - 53697 | 2022-12-31 | $227,172 | $160,833 | $66,339 | $66,339 | |
| SANFORD BERNSTEIN - 53697 ZERO COST | 2022-12-31 | $1 | $1 | $1 | ||
| SANFORD BERNSTEIN - 53697 ZERO COST CIL | 2022-12-31 | $5 | $5 | $5 | ||
| CAPITAL GAIN DIVIDENDS | $9,772 | P | ||||
| CAPITAL GAIN DIVIDENDS | $9,772 | P | ||||
| CAPITAL GAIN DIVIDENDS | $9,772 | P | ||||
| CAPITAL GAIN DIVIDENDS | $9,772 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,869 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,954 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,954 | SubtotalAmt |
| Tax Based On Investment Income | $8,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,046 | OverpaymentAmt |
| Applied To ES Tax | $5,046 | AppliedToESTaxAmt |
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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSIA VASELANEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2167063956 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PUBLIC SQUARE SUITE 3500 | AddressLine1Txt |
| City | cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| missia h vaselaney | ||||||||
| 200 Public Square Suite 3500 | Cleveland | OH | 441142302 | president | 0 | $13,500 | $0 | $0 |
| kerry chelm | ||||||||
| 200 Public Square Suite 3500 | Cleveland | OH | 441142302 | TRUSTEE | 0 | $13,500 | $0 | $0 |
| michael r donaldson | ||||||||
| 200 Public Square Suite 3500 | Cleveland | OH | 441142302 | trustee | 0 | $13,500 | $0 | $0 |
| mark r stornes | ||||||||
| 200 Public Square Suite 3500 | Cleveland | OH | 441142302 | trustee | 0 | $13,500 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,963,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $172,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,135,864 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,135,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,058,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $252,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $252,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,954 | TotalTaxAmt |
| Distributable Before Adj | $243,987 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $243,987 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $243,987 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,238 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $290,238 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $132,107 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $212,886 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,222 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $462,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,238 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $243,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,251 | RemainingDistriFromCorpusAmt |
| Total Corpus | $508,451 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $508,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $132,107 | ExcessFromYear4Amt |
| Excess From Year3 | $212,886 | ExcessFromYear3Amt |
| Excess From Year2 | $95,222 | ExcessFromYear2Amt |
| Excess From Year1 | $21,985 | ExcessFromYear1Amt |
| Excess From Current Year | $46,251 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pets for the Elderly Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O M Vaselaney Taft 200 Public | AddressLine1Txt |
| Address Line2 | Suite 3500 | AddressLine2Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | Related | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Program Support | GrantOrContributionPurposeTxt |
| Amt | $65,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $420,591 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $192,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE | Desc |
| Related Or Exempt Function Incm | $7,632 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $685,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $7,632 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $693,446 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETS FOR THE ELDERLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,370 | Amt |
| Net Investment Income | $2,360 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,010 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SANFORD BERNSTEIN INVESTMENTS | StockNm |
| EOY Book Value | $6,388,027 | EOYBookValueAmt |
| EOYFMV | $5,526,674 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION EXPENSES | CategoryTxt |
| Legal Fees | $18,628 | LegalFeesAmt |
| Disbursements Charitable Prps | $18,628 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIPS | -$1,279,380 | -$1,071,346 | -$1,071,346 |
| DISTRIBUTION IN TRANSIT | $35,000 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK FEES | $385 | $385 | |
| INVESTMENT MANAGEMENT FEES | $19,281 | $19,281 | |
| SHIPPING AND MAILING EXPENSE | $5,595 | $5,595 | |
| OFFICE EXPENSE | $5,293 | $5,293 | |
| K-1 PORTFOLIO DEDUCTIONS | $6,812 | $6,812 | |
| COMPUTER & GRAPHIC DESIGN FEES | $28,991 | $28,991 | |
| PR FEES | $33,018 | $33,018 | |
| DUES AND SUBSCRIPTIONS | $4,920 | $4,920 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Madoff Victim Fund | $7,209 | $7,209 |
| Misc Income | $285 | $285 |
| K1 income | $138 | $138 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTION | $647 |
| OTHER BOOK TO TAX DIFFERENCES | $5,423 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION IN TRANSIT | Desc |
| EOY Book Value | $12,500 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,879 | $5,879 | |
| FOREIGN TAXES | $2,800 | $2,800 | |
| FEDERAL TAXES | $22,724 | ||
| STATE FILING FEE | $200 | $200 |
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