THE ALICE AND PATRICK MCGINTY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ALICE AND PATRICK MCGINTY FOUNDATION INC (EIN 34-1643124)
- Tax period
- 2020-11-01 to 2021-10-31
- Filed
- 2022-10-04
- IRS object ID
- 202242779349101304
- Schema version
- 2020v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-04T15:59:46-05:00 | ReturnTs |
| Tax Period End | 2021-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341663731 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZINNER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3201 ENTERPRISE PARKWAY SUITE 410 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441227329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341643124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALICE & PATRICK MCGINTY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THOMAS P MCGINTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIC | BusinessNameControlTxt |
| Phone | 2168315000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2371 MIRAMAR BLVD | AddressLine1Txt |
| City | UNIVERSITY HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS MCGINTY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2168315000 | PhoneNum |
| Signature | 2022-08-27 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | MCGINTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN D KRANTZ | PreparerPersonNm |
| PTIN | P00233254 | PTIN |
| Phone | 2168310733 | PhoneNum |
| Preparation | 2022-08-27 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,787,712 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $62,003 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,003 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $62,003 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $479,350 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $638,347 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $479,350 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $13 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $541,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $541,366 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $62,016 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,100 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,438 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,803 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,909 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $419 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,037 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $135,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,040 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $150,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $150,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $256,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $526,409 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,016 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,818 | CashBOYAmt |
| Cash EOY | $416,859 | CashEOYAmt |
| Cash EOYFMV | $416,859 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,389,047 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,260,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,307,046 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $56,919 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $56,919 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $63,807 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,477,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,734,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,787,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,477,784 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,734,000 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,477,784 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,477,784 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,734,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,477,784 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $256,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,734,000 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MFO DFA INVESTMENT DIMENSIONS GROUP | P | 2020-12-20 | $20,000 | $16,929 | $3,071 | $3,071 |
| ALCON AG COM | P | 2020-12-10 | $2,582 | $1,337 | $1,245 | $1,245 |
| APPLE INC | P | 2020-12-10 | $50,181 | $1,300 | $48,881 | $48,881 |
| DANAHER CORP | P | 2020-12-10 | $20,205 | $2,172 | $18,033 | $18,033 |
| JP MORGAN CHASE | P | 2020-12-10 | $19,824 | $3,493 | $16,331 | $16,331 |
| MFC ETF ISHARES | P | 2020-12-10 | $9,980 | $9,275 | $705 | $705 |
| MFC ISHARES CORE | P | 2020-12-10 | $10,049 | $5,131 | $4,918 | $4,918 |
| MFC ISHARES TR GLOBAL INFRASTRUCTURE | P | 2020-12-10 | $10,063 | $9,897 | $166 | $166 |
| NIKE INC | P | 2020-12-10 | $19,988 | $1,602 | $18,386 | $18,386 |
| SPDR DOW JONES REIT | P | 2020-12-10 | $39,727 | $42,228 | -$2,501 | -$2,501 |
| VONTIER CORP COM | P | 2020-12-10 | $5,055 | $876 | $4,179 | $4,179 |
| NIKE INC | P | 2021-04-27 | $30,134 | $2,536 | $27,598 | $27,598 |
| AUTOMATIC DATA PROCESSING | P | 2021-05-12 | $24,577 | $5,613 | $18,964 | $18,964 |
| DANAHER CORP | P | 2021-05-12 | $24,450 | $2,342 | $22,108 | $22,108 |
| JP MORGAN CHASE | P | 2021-05-12 | $35,074 | $4,678 | $30,396 | $30,396 |
| KOHLS CORP | P | 2021-05-12 | $22,759 | $8,361 | $14,398 | $14,398 |
| OTIS WORLDWIDE | P | 2021-05-12 | $17,333 | $7,509 | $9,824 | $9,824 |
| APPLE INC | P | 2021-07-26 | $50,195 | $1,066 | $49,129 | $49,129 |
| DANAHER CORP | P | 2021-07-26 | $50,184 | $4,152 | $46,032 | $46,032 |
| MFC ISHARES TR SELECT | P | 2021-07-26 | $13,032 | $6,097 | $6,935 | $6,935 |
| WELLS FARGO & CO | P | 2021-07-26 | $17,891 | $9,486 | $8,405 | $8,405 |
| ALPHABET INC | P | 2021-10-14 | $11,298 | $4,802 | $6,496 | $6,496 |
| APPLE INC | P | 2021-10-14 | $54,068 | $1,193 | $52,875 | $52,875 |
| DANAHER CORP | P | 2021-10-14 | $29,913 | $2,390 | $27,523 | $27,523 |
| JP MORGAN CHASE | P | 2021-10-14 | $19,868 | $2,583 | $17,285 | $17,285 |
| NIKE INC | P | 2021-10-14 | $29,917 | $1,949 | $27,968 | $27,968 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $479,350 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $479,350 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,317 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,317 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,317 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $164 | EsPenaltyAmt |
| Tax Due | $7,481 | TaxDueAmt |
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 | 0 | 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 | MCGINTYFAMILYFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS P MCGINTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168315000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2371 MIRAMAR BLVD | AddressLine1Txt |
| City | UNIVERSITY HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44118 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS P MCGINTY | ||||||||
| 2371 MIRAMAR BLVD | UNIVERSITY HEIGHTS | OH | 44118 | CEO | 20.00 | $51,000 | $0 | $0 |
| PATRICIA A MCGINTY | ||||||||
| 2371 MIRAMAR BLVD | UNIVERSITY HEIGHTS | OH | 44118 | TRUSTEE | 20.00 | $51,000 | $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 | $3,386,189 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,612,289 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,612,289 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,184 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,558,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,317 | TotalTaxAmt |
| Distributable Before Adj | $170,588 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $170,588 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $170,588 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $169,040 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,588 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $117,574 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $117,574 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $51,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $119,122 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS P MCGINTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2371 MIRAMAR BLVD | AddressLine1Txt |
| City | UNIVERSITY HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168315000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM TO BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NORTHEAST OHIO, EDUCATION RELATED TO PUBLIC AND PRIVATE SCHOOLS AND EDUCATORS IN GRADES K-12. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YOUTH OPPORTUNITIES UNLIMITED | ||||||
| 1228 EUCLID AVE | CLEVELAND | OH | 44115 | PC | OPERATING SUPPORT | $25,000 |
| FUTURE HEIGHTS | ||||||
| 2843 WASHINGTON BOULEVARD | CLEVELAND HEIGHTS | OH | 44118 | PC | OPERATING SUPPORT | $25,000 |
| CATHOLIC CHARITIES | ||||||
| 7911 DETROIT AVE | CLEVELAND | OH | 44102 | PC | EDUCATIONAL PURPOSES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $150,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,003 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $13 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $479,350 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $541,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $541,366 | 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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $56,919 | EOYBookValueAmt |
| EOYFMV | $63,807 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS - DOMESTIC COMMON | StockNm |
| EOY Book Value | $1,260,222 | EOYBookValueAmt |
| EOYFMV | $3,307,046 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SERVICE FEES | $1,634 | $1,634 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES | $15,607 | $7,804 | $0 | $7,803 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $8,373 | $419 | $0 | $837 |
| FILING FEES | $200 | $0 | $0 | $200 |
| EXCISE TAX | $7,336 | $0 | $0 | $0 |
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