AVRUM KATZ FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AVRUM KATZ FOUNDATION (EIN 34-1471066)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201903169349101325
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:47:30-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HW&CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 Chagrin Blvd Suite 700 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341471066 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avrum Katz Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MISSIA VASELANEY | InCareOfNm |
| Business Name Control | AVRU | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Public Square Suite 3500 | AddressLine1Txt |
| City | Cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MISSIA VASELANEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2167063956 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mary Eileen Vitale CPA | PreparerPersonNm |
| PTIN | P00069066 | PTIN |
| Phone | 2168311200 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.203.198.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34122420193165000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C6E10C92C6944AEB5DCB9DAE494DF8BC95752CD4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34089975C9E51BE86CA840C95A49BD49D8F931EE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,818,556 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $251,610 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,610 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $97,136 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $97,136 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $97,136 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $263,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $858,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,109 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,973 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,973 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $632,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $558,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,856 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,856 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $80,109 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,109 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,020 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,020 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,665 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,176 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $133,176 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,609 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,277 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,332 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $3,152 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,152 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,655 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,655 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,266 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,789 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $337,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,543 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $320,754 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $337,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,543 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,671 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $541,285 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,842 | CashBOYAmt |
| Cash EOY | $239,094 | CashEOYAmt |
| Cash EOYFMV | $239,094 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,590 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,590 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $35,000 | GrantsReceivableBOYAmt |
| Corporate Stock BOY | $4,883,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,132,001 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,794,047 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$1,175,772 | OtherAssetsBOYAmt |
| Other Assets EOY | -$1,223,175 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$1,223,175 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,787,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,156,510 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,818,556 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,787,958 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,156,510 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,787,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,156,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,787,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,156,510 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,787,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,671 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72,881 | OtherIncreasesAmt |
| Subtotal | $4,156,510 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,156,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SANFORD BERNSTEIN - 53697 ST | 2018-12-31 | $144,216 | $143,181 | $1,035 | $1,035 | |
| SANFORD BERNSTEIN - 53697 LT | 2018-12-31 | $579,444 | $431,823 | $147,621 | $147,621 | |
| DRAPER K-1 | $19,511 | -$19,511 | -$19,511 | |||
| SANFORD BERNSTEIN - 53697 CIL | 2018-12-31 | $81 | $81 | $81 | ||
| SANFORD BERNSTEIN - 53697 ZERO COST | 2018-12-31 | $19 | $19 | $19 | ||
| CAPITAL GAIN DIVIDENDS | $59,864 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,109 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,774,395 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023845 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $224,578 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,427,108 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06553 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $96,667 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,367,949 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018008 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,654,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038672 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $130,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,376,821 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054695 | DistributionYr5Rt |
| Total Distribution | 0.20075 | TotalDistributionRt |
| Average Distribution | 0.04015 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,881,199 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $155,830 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,243 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $320,754 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,413 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,413 | SubtotalAmt |
| Tax Based On Investment Income | $5,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,298 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,298 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,885 | OverpaymentAmt |
| Applied To ES Tax | $6,885 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MISSIA VASELANEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2167063956 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PUBLIC SQUARE SUITE 3500 | AddressLine1Txt |
| City | cleveland | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| missia h vaselaney | ||||||||
| 200 Public Square | Cleveland | OH | 441142302 | president | 0 | $10,714 | $0 | $0 |
| kerry chelm | ||||||||
| 200 Public Square | Cleveland | OH | 441142302 | TRUSTEE | 0 | $10,714 | $0 | $0 |
| michael r donaldson | ||||||||
| 200 Public Square | Cleveland | OH | 441142302 | trustee | 0 | $10,714 | $0 | $0 |
| mark r stornes | ||||||||
| 200 Public Square | Cleveland | OH | 441142302 | trustee | 0 | $10,714 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN KUROWSKI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PUBLIC SQUARE SUITE 3500 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441142302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $80,109 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,787,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,940,304 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,940,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,105 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,881,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,413 | TotalTaxAmt |
| Distributable Before Adj | $188,647 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $188,647 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $188,647 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,754 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $320,754 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,413 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $315,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $188,647 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,205 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,205 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,754 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $188,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $132,107 | RemainingDistriFromCorpusAmt |
| Total Corpus | $134,312 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $134,312 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,205 | ExcessFromYear2Amt |
| Excess From Current Year | $132,107 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $251,610 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $97,136 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $263,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME (LOSS) FROM PASS THROUGH INVESTMENTS | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $20,973 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $632,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $632,968 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4,5b | ALL INCOME IS FROM INVESTMENT ACTIVITY AND IS AVAILABLE |
| 8,11 | FOR DISTRIBUTION TO QUALIFIED CHARITABLE ORGANIZATIONS. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETS FOR THE ELDERLY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(3) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,665 | Amt |
| Disbursements Charitable Prps | $4,665 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SANFORD BERNSTEIN INVESTMENTS | StockNm |
| EOY Book Value | $5,132,001 | EOYBookValueAmt |
| EOYFMV | $4,794,047 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATION EXPENSES | CategoryTxt |
| Legal Fees | $39,020 | LegalFeesAmt |
| Disbursements Charitable Prps | $39,020 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| BOY Book Value | -$1,175,772 | BOYBookValueAmt |
| EOY Book Value | -$1,223,175 | EOYBookValueAmt |
| EOYFMV | -$1,223,175 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BANK FEES | $739 | $739 | |
| INVESTMENT MANAGEMENT FEES | $15,266 | $15,266 | |
| DUES AND SUBSCRIPTIONS | $1,250 | $1,250 | |
| MISC | $5,800 | $5,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Draper Triangle Ventures III, LP | -$14,648 | -$14,648 |
| litigation settlement | $35,621 | $35,621 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTION | $929 |
| OTHER BOOK TO TAX DIFFERENCES | $71,952 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FUNDRAISING CONSULTING | $43,250 | $43,250 |
| ADVERTISING/SOCIAL MEDIA | $53,004 | $54,004 |
| OTHER PROFESSIONAL FEES | $35,922 | $35,922 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $5,132 | $5,132 | |
| FOREIGN TAXES | $2,277 | $2,277 | |
| STATE TAXES | $200 | $200 |
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