DEAN AND CAROL MUELLER FAMILY FOUNDATION: Form 990PF, tax year 2020
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- Organization
- DEAN AND CAROL MUELLER FAMILY FOUNDATION (EIN 81-0776819)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-15
- IRS object ID
- 202130749349100233
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-15T16:46:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-03-13 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT J SWAIN | PreparerPersonNm |
| PTIN | P00446317 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2021-03-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $5,261,763 | 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 | $91,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $334,552 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,604,740 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $570,703 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $426,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $662,229 | 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 | $13,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,652 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,652 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $112,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $648,577 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,205 | CashBOYAmt |
| Cash EOY | $222,261 | CashEOYAmt |
| Cash EOYFMV | $222,261 | CashEOYFMVAmt |
| Other Investments BOY | $3,808,309 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,828,679 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,039,502 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,938,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,050,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,261,763 | 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 | $3,938,514 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,050,940 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,938,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,050,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,938,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,050,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,938,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $112,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,050,940 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,050,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| BNYM YLD ENHAN STRAT-Y | 2020-03-17 | $337,463 | $360,000 | -$22,537 | -$22,537 | |
| SPDR S&P 500 ETF TRUST | 2020-03-18 | $90,651 | $54,672 | $35,979 | $35,979 | |
| BNY MELLON HIGH YIELD-I | 2020-03-19 | $61,639 | $70,112 | -$8,473 | -$8,473 | |
| BNYM FLTNG RT INC-Y | 2020-03-19 | $80,274 | $98,158 | -$17,884 | -$17,884 | |
| LIVE NATION ENTERTAINMENT, INC | 2020-03-19 | $6,756 | $7,355 | -$599 | -$599 | |
| BLACKSTONE GROUP INC | 2020-03-19 | $3,992 | $4,034 | -$42 | -$42 | |
| BOSTON SCIENTIFIC CORP | 2020-03-19 | $4,212 | $4,158 | $54 | $54 | |
| BNYM OPPORT SM CAP-Y | 2020-03-23 | $22,112 | $35,106 | -$12,994 | -$12,994 | |
| WALT DISNEY CO | 2020-03-30 | $16,025 | $14,709 | $1,316 | $1,316 | |
| BNY MELLON INTERMEDIATE BD-M | 2020-04-09 | $196,331 | $189,226 | $7,105 | $7,105 | |
| SPDR S&P 500 ETF TRUST | 2020-04-27 | $139,952 | $74,893 | $65,059 | $65,059 | |
| BOSTON P LNG/SHRT RES-INS | 2020-06-03 | $42,236 | $48,503 | -$6,267 | -$6,267 | |
| BNY MELLON S/T US GOV SECS-M | 2020-06-10 | $118,565 | $116,767 | $1,798 | $1,798 | |
| SPDR S&P 500 ETF TRUST | 2020-06-11 | $385,637 | $179,744 | $205,893 | $205,893 | |
| BNYM DYN TTL RTM-Y | 2020-07-29 | $51,753 | $50,000 | $1,753 | $1,753 | |
| CVS HEALTH CORPORATION | 2020-07-30 | $14,543 | $12,504 | $2,039 | $2,039 | |
| BNY MELLON GLOBAL REAL RETURN Y | 2020-08-10 | $112,970 | $100,000 | $12,970 | $12,970 | |
| 361 GLOBAL LNG/SHRT EQ-Y | 2020-08-10 | $49,277 | $48,026 | $1,251 | $1,251 | |
| JP MORGAN CHASE & CO | 2020-08-11 | $9,689 | $9,058 | $631 | $631 | |
| GILEAD SCIENCES INC | 2020-08-11 | $4,169 | $4,368 | -$199 | -$199 | |
| AMERICAN TOWER CORP | 2020-09-15 | $9,490 | $8,411 | $1,079 | $1,079 | |
| AMAZON.COM INC | 2020-09-15 | $44,920 | $24,197 | $20,723 | $20,723 | |
| BNY MELLON BOND FUND-M | 2020-12-01 | $100,000 | $96,334 | $3,666 | $3,666 | |
| BNY MELLON S/T US GOV SECS-M | 2020-12-01 | $34,752 | $34,278 | $474 | $474 | |
| BNY MELLON INTERMEDIATE BD-M | 2020-12-01 | $50,000 | $49,121 | $879 | $879 | |
| SPDR S&P 500 ETF TRUST | 2020-12-02 | $289,002 | $119,830 | $169,172 | $169,172 | |
| CHAMPLAIN MID CAP FUND-INS | 2020-12-21 | $20,000 | $15,885 | $4,115 | $4,115 | |
| SPDR S&P 500 ETF TRUST | 2020-12-22 | $110,767 | $44,936 | $65,831 | $65,831 | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 2020-12-22 | $13,502 | $11,347 | $2,155 | $2,155 | |
| BNY MELLON S/T US GOV SECS-M | 2020-06-10 | $150,589 | $148,305 | $2,284 | $2,284 | |
| CAPITAL GAINS DIVIDENDS | $33,472 | $33,472 | $33,472 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $570,703 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,015 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,015 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,015 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,920 | 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 | $1,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $7,095 | 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 | 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 | $4,612,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,434 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,885,243 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,885,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,279 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,811,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,598 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,598 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,015 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,015 | TotalTaxAmt |
| Distributable Before Adj | $231,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $231,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $231,583 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $300,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $231,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $64,994 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $33,557 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,179 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $152,379 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $231,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,417 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $220,796 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $220,796 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,994 | ExcessFromYear4Amt |
| Excess From Year3 | $33,557 | ExcessFromYear3Amt |
| Excess From Year2 | $23,179 | ExcessFromYear2Amt |
| Excess From Year1 | $30,649 | ExcessFromYear1Amt |
| Excess From Current Year | $68,417 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEDFORD LITTLE BEARCATS | |||||||
| 481 NORTHFIELD RD | BEDFORD | OH | 44146 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $5,000 |
| CLEVELAND ANIMAL PROTECTIVE LEAGUE | |||||||
| 1729 WILEY AVE | CLEVELAND | OH | 44113 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $105,000 |
| PRAYERS FROM MARIA | |||||||
| 20226 DETROIT RD | ROCKY RIVER | OH | 44116 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| RONALD MCDONALD HOUSE OF CLEVELAND | |||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $25,000 |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $25,000 |
| UNIVERSITY HOSPITALS | |||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $35,000 |
| 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 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $50,000 |
| RECOVERY CENTER OF MEDINA COUNTY | |||||||
| 538 W LIBERTY ST | MEDINA | OH | 44256 | UNRELATED | PC | GENERAL OPERATING FUNDS FOR EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 | $91,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $334,552 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $426,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $426,078 | 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 | $1,202,823 | $1,262,262 |
| EQUITY - BNY | AT COST | $2,578,806 | $3,731,915 |
| ALTERNATIVE INVESTMENTS - BNY | AT COST | $47,050 | $45,325 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $13,652 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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