SAUERLAND FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAUERLAND FOUNDATION (EIN 34-1787952)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-06
- IRS object ID
- 202140969349100709
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-06T11:11:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270709478 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SINGER BERGER PRESS & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23500 MERCANTILE RD STE A | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341787952 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUERLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUE | BusinessNameControlTxt |
| Phone | 4402472881 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30335 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANZ SAUERLAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4402472881 | PhoneNum |
| Signature | 2021-03-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANZ | PersonFirstNm |
| Person Last | SAUERLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S SINGER | PreparerPersonNm |
| PTIN | P00042849 | PTIN |
| Phone | 2165959400 | PhoneNum |
| Preparation | 2021-03-15 | PreparationDt |
| 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 | $6,322,347 | 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 |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $102,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,908 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $102,908 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,847 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $169,932 | GrossSalesPriceAmt |
| Total Rev And Expnss | $111,769 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,922 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $102,922 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $261,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $261,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $262,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $261,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,922 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $102,922 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,156 | CashBOYAmt |
| Cash EOY | $96,028 | CashEOYAmt |
| Cash EOYFMV | $96,028 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,847,729 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,702,830 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,226,319 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,950,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,798,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,322,347 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,950,885 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,798,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,950,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,798,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,950,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,798,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,950,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,631 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,800,254 | SubtotalAmt |
| Other Decreases | $1,396 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,798,858 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,431 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,431 | SubtotalAmt |
| Tax Based On Investment Income | $1,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $990 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $990 | TotalPaymentsAndCreditsAmt |
| Tax Due | $441 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRANZ SAUERLAND | IndividualWithBooksNm |
| Phone | 4402472881 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7125 BINGHAM LANE | AddressLine1Txt |
| City | CHAGRIN FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| FRANZ SAUERLAND | ||||||||
| 7125 BINGHAM LANE 209 | CHAGRIN FALLS | OH | 44022 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ELIZABETH SAUERLAND | ||||||||
| 7125 BINGHAM LANE 209 | CHAGRIN FALLS | OH | 44022 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOHN SAUERLAND | ||||||||
| 2929 PAXTON | SHAKER HEIGHTS | OH | 44120 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| PAUL SAUERLAND | ||||||||
| 2881 SOTHINGTON RD | SHAKER HEIGHTS | OH | 44120 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ROBERT SAUERLAND | ||||||||
| 5658 SHADY HOLLOW LANE | CINCINNATI | OH | 45230 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,872,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,972,115 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,972,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,882,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,431 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,431 | TotalTaxAmt |
| Distributable Before Adj | $292,696 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,696 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,696 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $261,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $261,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $261,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,696 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $5,041 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,041 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $261,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $261,200 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,041 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,041 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $26,455 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAUERLAND FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 30335 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4402472881 | RecipientPhoneNum |
| Recipient Email Address | ROBSAUERLAND@YAHOO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PCP | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON LIMITATIONS ON AWARDS EXIST EXCEPT APPLICANT MUST BE A QUALIFIED CHARITY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|
| CLEVELAND FOODBANK | |||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | DONATION | $45,000 | ||
| CORKSCREW SWAMP SANCTUARY | |||||||
| 375 SANCTUARY ROAD | NAPLES | FL | 34120 | DONATION | $3,000 | ||
| CUYAHOGA HABITAT FOR HUMANITY | |||||||
| 2110 W 110TH STREET | CLEVELAND | OH | 44102 | DONATION | $20,000 | ||
| FIRSTFRUITS FARM SLO | |||||||
| PO BOX 5157 | SAN LUIS OBISPO | CA | 93403 | DONATION | $4,000 | ||
| FREESTORE FOODBANK | |||||||
| 1141 CENTRAL PARKWAY | CINCINNATI | OH | 45202 | DONATION | $15,000 | ||
| FRIENDS OF BREAKTHROUGH | |||||||
| 3615 SUPERIOR AVENUE | CLEVELAND | OH | 44114 | DONATION | $31,500 | SUITE 3103A | |
| FRIENDS OF INTERGENERATIONAL SCHOOL | |||||||
| PO BOX 200520 | CLEVELAND | OH | 44120 | DONATION | $31,500 | ||
| LIGHTHOUSE YOUTH SERVICES | |||||||
| 401 E MCMILLAN STREET | CINCINNATI | OH | 45206 | DONATION | $20,000 | ||
| MAYAN FAMILIES | |||||||
| PO BOX 352 | SLATERSVILLE | RI | 02876 | DONATION | $5,000 | ||
| MEDWISH | |||||||
| 1625 E 31ST STREET | CLEVELAND | OH | 44114 | DONATION | $5,000 | ||
| RID-ALL FOUNDATION | |||||||
| 8129 OTTER ROAD | CLEVELAND | OH | 44104 | DONATION | $5,000 | ||
| SHAKER SCHOOLS FOUNDATION | |||||||
| 15600 PARKLAND DRIVE | SHAKER HEIGHTS | OH | 44120 | DONATION | $15,000 | ||
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| 3850 CHAGRIN RIVER ROAD | MORELAND HILLS | OH | 44022 | DONATION | $10,000 | ||
| CINCINNATI AREA SENIOR SERVICES | |||||||
| 644 LINN STTREET | CINCINNATI | OH | 45203 | DONATION | $25,000 | SUITE 304 | |
| COMMUNITY LIFE COLLABORATIVE | |||||||
| PO BOX 23368 | CHAGRIN FALLS | OH | 44023 | DONATION | $1,000 | ||
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | DONATION | $10,000 | MANDEL BUILDING | |
| MOREHEAD & NORTH FORK RAILROAD INC | |||||||
| 902 N WILLOW DRIVE | MOREHEAD | KY | 40351 | DONATION | $5,000 | C/O GARY LEWIS | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | DONATION | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $261,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,847 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $102,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,847 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,769 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | 2004-09 | PURCHASE | 2020-10 | $70,679 | $71,730 | -$1,051 |
| ISHARES MSCI CANADA ETF | 2009-07 | PURCHASE | 2020-10 | $99,253 | $89,355 | $9,898 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | E TRADE FINANCIAL | StockNm |
| EOY Book Value | $3,702,830 | EOYBookValueAmt |
| EOYFMV | $6,226,319 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAX PAYMENTS | $990 |
| FOREIGN TAX PAID | $406 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE OF OHIO | CategoryTxt |
| Amt | $200 | Amt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |