SANDOR FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SANDOR FOUNDATION (EIN 20-3907906)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-01-29
- IRS object ID
- 202020299349100507
- Schema version
- 2019v5.0
- 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 | 2020-01-29T14:24:30-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203907906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 3302554315 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8584 E WASHINGTON STREET NO 305 | AddressLine1Txt |
| City | CHAGRIN FALLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK JAMES | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3302554315 | PhoneNum |
| Signature | 2020-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALANE BOFFA | PreparerPersonNm |
| PTIN | P00012337 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2020-01-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 8.2.176.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-01-28 | IPDt |
| IP Tm | 08:19:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 25FA536B0DC17B839B9D0120E0ED51F5A3AA5D1B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,750 | 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 | $663,554 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,495 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $652,083 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,065 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $663,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,120 | 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 | $82,352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $612,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $612,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $694,400 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $612,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,120 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,036 | CashBOYAmt |
| Cash EOY | $128,750 | CashEOYAmt |
| Cash EOYFMV | $128,750 | CashEOYFMVAmt |
| Acct Rcvbl | $5,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $5,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,000 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $165,036 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,750 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $165,036 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $133,750 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $165,036 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $165,036 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $165,036 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,286 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $133,750 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $133,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY - 6012 | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $652,083 | GrossSalesPriceAmt |
| Cost Or Other Basis | $513,018 | CostOrOtherBasisAmt |
| Gain Or Loss | $139,065 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $139,065 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,065 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $460,046 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $193,111 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.382288 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $319,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $167,925 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.902635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $414,350 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $75,603 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.480603 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $266,100 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,537 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 5.265449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $463,730 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,799 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 68.205618 | DistributionYr5Rt |
| Total Distribution | 83.236593 | TotalDistributionRt |
| Average Distribution | 16.647319 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $149,391 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,486,960 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,488,361 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $612,048 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,802 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,802 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,640 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,162 | 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 | CARRIE LANG | IndividualWithBooksNm |
| Phone | 3303759480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 PUBLIC SQUARE SUITE 5110 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| PATRICK JAMES | ||||||||
| 8584 E WASHINGTON ST | CHAGRIN FALLS | OH | 44023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH L JAMES | ||||||||
| 8584 E WASHINGTON ST | CHAGRIN FALLS | OH | 44023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EDWARD JAMES | ||||||||
| 8584 E WASHINGTON ST | CHAGRIN FALLS | OH | 44023 | TRUSTEE | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT G STEC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 929 PEARL ROAD | AddressLine1Txt |
| City | BRUNSWICK | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHILANTHROPIC CONSULTING | ServiceTypeTxt |
| Compensation | $78,174 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DONATIONS TO CHARITIES TO FURTHER THEIR EXEMPT PURPOSE | Description1Txt |
| Expenses1 | $612,048 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $151,666 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $151,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $149,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,802 | TotalTaxAmt |
| Distributable Before Adj | $4,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,668 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $612,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $612,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $612,048 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $463,390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $263,573 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $410,570 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $313,233 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $451,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,902,763 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $612,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $607,380 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,510,143 | 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 | $463,390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,046,753 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $263,573 | ExcessFromYear4Amt |
| Excess From Year3 | $410,570 | ExcessFromYear3Amt |
| Excess From Year2 | $313,233 | ExcessFromYear2Amt |
| Excess From Year1 | $451,997 | ExcessFromYear1Amt |
| Excess From Current Year | $607,380 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PATRICK JAMES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A SPECIAL WISH FOUNDATION INC - CLEVELAND CHAPTER | |||||||
| 23 PUBLIC SQUARE | CLEVELAND | OH | 44141 | NONE | 501(C)(3) | GENERAL FUND | $1,000 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | GENERAL FUND | $15,000 |
| CARMEL OF THE HOLY FAMILY | |||||||
| 2541 ARLINGTON ROAD | CLEVELAND HEIGHTS | OH | 44118 | NONE | 501(C)(3) | GENERAL FUND | $6,000 |
| GREATER CLEVELAND MEDIA DEVELOPMENT COPRORATION | |||||||
| 1333 LAKESIDE AVE E | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | GENERAL FUND | $24,500 |
| CHURCH OF THE HOLY ANGELS | |||||||
| 18205 CHILLICOTHE ROAD | CHAGRIN FALLS | OH | 44023 | NONE | 501(C)(3) | GENERAL FUND | $5,020 |
| CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVENUE/H18 | CLEVELAND | OH | 44195 | NONE | 501(C)(3) | GENERAL FUND | $20,000 |
| CLEVELAND METRO PARKS | |||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | GENERAL FUND | $1,500 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL FUND | $2,500 |
| CHAGRIN VALLEY PHA HORSE SHOWS INC | |||||||
| PO BOX 23552 | CHAGRIN FALLS | OH | 44023 | NONE | 501(C)(3) | GENERAL FUND | $2,850 |
| CASW WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL FUND | $50 |
| CRISTO REY NETWORK | |||||||
| 11 EAST ADAMS STREET - SUITE 800 | CHICAGO | IL | 60603 | NONE | 501(C)(3) | GENERAL FUND | $150,000 |
| CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION | |||||||
| 2111 SNOW RD | CLEVELAND | OH | 44134 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO RD | CLEVELAND | OH | 44110 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| HANDS TOGETHER FOUNDATION | |||||||
| 2587 CONLEY ROAD | CEDARVILLE | OH | 45314 | NONE | 501(C)(3) | GENERAL FUND | $50,000 |
| HONDURAS CHILDREN'S RESCUE FUND | |||||||
| 2470 MIRAMAR BLVD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | 501(C)(3) | GENERAL FUND | $5,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1875 CENTURY PARK EAST SUITE 200 | LOS ANGELES | CA | 90067 | NONE | 501(C)(3) | GENERAL FUND | $25,000 |
| OHIO ERIE CANAL WAY | |||||||
| 47 W EXCHANGE ST | AKRON | OH | 44308 | NONE | 501(C)(3) | GENERAL FUND | $1,500 |
| PLAYHOUSE SQUARE FOUNDATION | |||||||
| 1501 EUCLID AVENUE SUITE 200 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | GENERAL FUND | $20,428 |
| REFUGEE RESPONSE | |||||||
| 4115 BRIDGE AVE | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | GENERAL FUND | $7,500 |
| SAINT MARTIN DE PORRES HIGH SCHOOL | |||||||
| 6202 ST CLAIR AVENUE | CLEVELAND | OH | 44103 | NONE | 501(C)(3) | GENERAL FUND | $112,000 |
| SISTERS OF NOTRE DAME | |||||||
| 13000 AUBURN RD | CHARDON | OH | 44024 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| ST AMBROSE | |||||||
| 929 PEARL ROAD | BRUNSWICK | OH | 44212 | NONE | 501(C)(3) | GENERAL FUND | $15,000 |
| ST MICHAEL THE ARCHANGEL | |||||||
| 5480 MOSER RD | DEFIANCE | OH | 43512 | NONE | 501(C)(3) | GENERAL FUND | $1,000 |
| THE CLEVELAND FOUNDATION | |||||||
| 1422 EUCLID AVE STE 1300 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | GENERAL FUND | $45,000 |
| THE COLLEGE OF WOOSTER | |||||||
| 1101 N BEVER ST | WOOSTER | OH | 44691 | NONE | 501(C)(3) | GENERAL FUND | $25,000 |
| THE MUSICAL ARTS ASSOCIATION | |||||||
| 11001 EUCLID AVE SEVERANCE HALL | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | GENERAL FUND | $35,000 |
| USC SCHOOL OF CINEMATIC ARTS | |||||||
| PO BOX 650458 | POTOMAC FALLS | VA | 20165 | NONE | 501(C)(3) | GENERAL FUND | $10,000 |
| WVIZ IDEASTREAM | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | GENERAL FUND | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $612,048 | 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 | $1,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,495 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$440 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$440 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| PATRICK JAMES | |||||||
| 1 | 8584 E WASHINGTON STREET | CHAGRIN FALLS | OH | 44023 | $451,982 | Yes (X) | |
| ELIZABETH JAMES | |||||||
| 2 | 8584 E WASHINGTON STREET | CHAGRIN FALLS | OH | 44023 | $201,572 | Yes (X) | |
| SAWAYA PARTNERS LLC | |||||||
| 3 | 888 SEVENTH AVENUE | NEW YORK | NY | 10106 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | SECURITIES | $451,982 | 2019-12-11 |
| 2 | SECURITIES | $201,572 | 2019-02-28 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $2,985 | $0 | $0 |
| PHILANTHROPIC CONSULTING | $78,174 | $0 | $0 |
| BANK SERVICE CHARGES | $6 | $0 | $0 |
| STATE TAXES | $1,187 | $0 | $0 |
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