SOGG FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SOGG FOUNDATION INC (EIN 34-6537192)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201701329349101895
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T13:54:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341316000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORTZMAN & GINGERICH COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 RICHMOND ROAD SUITE 170 | AddressLine1Txt |
| City | BEACHWOOD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44122 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346537192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOGG FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CAROL S MARKEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOGG | BusinessNameControlTxt |
| Phone | 2394981441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27120 KINDLEWOOD LANE | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL S MARKEY | PersonNm |
| Person Title | PRESIDENT AND TREASURER | PersonTitleTxt |
| Phone | 2394981441 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A WORTZMAN CPA | PreparerPersonNm |
| PTIN | P00161084 | PTIN |
| Phone | 2164640001 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.89.38.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 14:27:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2476F0A66D113ED9BAF5488CF456FE179ABEC46B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01F0FA9B6657DC86CFDF8DBC18314E0CC19519B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $475,188 | 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 | $46,417 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $144,059 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,754 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,246 | 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 |
| Accounting Fees Rev And Expnss | $5,943 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,972 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,971 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,860 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,860 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $185 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $185 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $205 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,973 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,306 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,241 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,200 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $475,598 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $410,986 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $410,986 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $505,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $475,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $475,188 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $226,930 | CapitalStockBOYAmt |
| Capital Stock EOY | $226,930 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $29,800 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $29,800 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $249,109 | RetainedEarningBOYAmt |
| Retained Earning EOY | $218,458 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $475,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $475,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,118 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,963 | OtherIncreasesAmt |
| Subtotal | $490,684 | SubtotalAmt |
| Other Decreases | $15,496 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $475,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION A/C AEL-302015 | P | $815 | $815 | $815 | |||
| UNRECAPTURED SECTION 1250 GAIN A/C AEL-302015 | P | $1,107 | $1,107 | $1,107 | |||
| 46 SHARES OF FIRST TRUST UNIT 5601 SABRIENT BAKER'S DOZEN PORTFOLIO | P | $388 | -$10 | -$10 | 2016-09-16 | $398 | |
| 3,577 SHARES OF FIRST TRUST UNIT 5601 SABRIENT BAKER'S DOZEN PORTFOLIO | P | $30,137 | -$4,909 | -$4,909 | 2016-09-16 | $35,046 | 2015-08-19 |
| 2,604.167 SHARES OF GOLDMAN SACHS N-11 EQUITY CLASS A | P | $21,261 | -$3,754 | -$3,754 | 2016-11-17 | $25,015 | 2012-07-09 |
| 2,696.139 SHARES OF GOLDMAN SACHS SATELLITE STRATEGIES CLASS A | P | $20,637 | -$1,012 | -$1,012 | 2016-05-04 | $21,649 | 2015-01-28 |
| 1,505.117 SHARES OF IVA WORLDWIDE FUND CLASS A | P | $24,985 | $2,573 | $2,573 | 2016-06-20 | $22,412 | 2009-09-04 |
| 1,893.6 SHARES OF PIMCO UNCONSTRAINED BOND FUND CLASS A | P | $19,551 | -$1,108 | -$1,108 | 2016-05-04 | $20,659 | 2009-09-04 |
| 235 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUNDS | P | $25,178 | $11,052 | $11,052 | 2016-06-20 | $14,126 | 2010-04-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,754 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $536,709 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.168674 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,948 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $595,099 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.137705 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $55,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $601,888 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.091379 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $56,674 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $584,388 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096980 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,883 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $566,058 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.091657 | DistributionYr5Rt |
| Total Distribution | 0.586395 | TotalDistributionRt |
| Average Distribution | 0.117279 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $473,434 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,524 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,306 | 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 | $30 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11 | TotalPaymentsAndCreditsAmt |
| Tax Due | $19 | 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 | CAROL S MARKEY | IndividualWithBooksNm |
| Phone | 2394981441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27120 KINDLEWOOD LANE | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| CAROL S MARKEY | ||||||||
| 27120 KINDLEWOOD LANE | BONITA SPRINGS | FL | 34134 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| RANDOLPH D MARKEY | ||||||||
| 24000 WIMBLEDON ROAD | SHAKER HEIGHTS | OH | 44122 | VICE PRESIDENT AND SECRETA | 0.50 | $0 | $0 | $0 |
| ROBERT G MARKEY JR | ||||||||
| 28 WINDSOR ROAD | WELLESLEY | MA | 02481 | VICE PRESIDENT | 0.50 | $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 | $463,686 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,958 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $480,644 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $480,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,210 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $473,434 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,672 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,672 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $23,642 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,642 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,642 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,306 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,306 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $98,276 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,914 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,607 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,242 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,363 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,802 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $192,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,306 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,642 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,664 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $267,592 | 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 | $23,914 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $243,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,607 | ExcessFromYear4Amt |
| Excess From Year3 | $25,242 | ExcessFromYear3Amt |
| Excess From Year2 | $52,363 | ExcessFromYear2Amt |
| Excess From Year1 | $63,802 | ExcessFromYear1Amt |
| Excess From Current Year | $74,664 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RANDOLPH D MARKEY | ContributingManagerNm |
| Contributing Manager | ROBERT G MARKEY JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL S MARKEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27120 KINDLEWOOD LANE | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2394981441 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER OUTLINING NEEDS AND GOALS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIOR TO SEPTEMBER 1 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO UNSOLICITED REQUESTS ACCEPTED - FAVOR ORGANIZATIONS FAMILIAR TO TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEECH BROOK | ||||||||
| 3737 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PC | FUND OPERATIONS | $1,000 | |
| BROWN UNIVERSITY | ||||||||
| 75 WATERMAN STREET | PROVIDENCE | RI | 02906 | N/A | PC | FUND OPERATIONS | $25,000 | |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | ||||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | N/A | PC | FUND OPERATIONS | $15,000 | |
| CITY YEAR CLEVELAND | ||||||||
| 820 PROSPECT AVENUE 2ND FLOOR | CLEVELAND | OH | 44115 | N/A | PC | FUND OPERATIONS | $10,000 | |
| CLEVELAND CLINIC CHILDREN'S HOSPITAL | ||||||||
| 2801 MARTIN LUTHER KING JR DRIVE | CLEVELAND | OH | 44104 | N/A | PC | FUND OPERATIONS | $2,000 | |
| CYSTIC FIBROSIS NORTHERN OHIO CHAPTER | ||||||||
| 5410 TRANSPORTATION BOULEVARD SUITE | GARFIELD HEIGHTS | OH | 44125 | N/A | PC | FUND OPERATIONS | $1,000 | 5 |
| FRIENDS OF BREAKTHROUGH SCHOOLS | ||||||||
| 10118 HAMPDEN AVENUE | CLEVELAND | OH | 44108 | N/A | PC | FUND OPERATIONS | $4,333 | |
| JEWISH FEDERATION OF CLEVELAND | ||||||||
| 25701 SCIENCE PARK DRIVE | BEACHWOOD | OH | 44122 | N/A | PC | FUND OPERATIONS | $1,000 | |
| KING SCHOOL | ||||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | N/A | PC | FUND OPERATIONS | $500 | |
| METRO HEALTH SYSTEM FOUNDATION | ||||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | N/A | PC | FUND OPERATIONS | $500 | |
| ROCK & ROLL HALL OF FAME & MUSEUM INC | ||||||||
| 1100 ROCK AND ROLL BOULEVARD | CLEVELAND | OH | 44114 | N/A | PC | FUND OPERATIONS | $1,000 | |
| SOCIAL VENTURE PARTNERS CLEVELAND | ||||||||
| 10819 MAGNOLIA DRIVE SUITE 200 | CLEVELAND | OH | 44106 | N/A | PC | FUND OPERATIONS | $2,000 | |
| THE LEAGUE CLUB INC | ||||||||
| 5051 CASTELLO DRIVE 240 | NAPLES | FL | 34103 | N/A | PC | FUND OPERATIONS | $1,500 | |
| UNITARIAN UNIVERSALIST SOCIETY OF WELLESLEY HILLS | ||||||||
| 309 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | N/A | PC | FUND OPERATIONS | $30,000 | |
| UNIVERSITY SCHOOL | ||||||||
| 20701 BRANTLEY ROAD | SHAKER HEIGHTS | OH | 44122 | N/A | PC | FUND OPERATIONS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,333 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,490 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,246 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ROBERT G MARKEY JR | ||||||
| 1 | 28 WINDSOR ROAD | WELLESLEY | MA | 02481 | $35,500 | Yes (X) |
| RANDOLPH D MARKEY | ||||||
| 2 | 24000 WIMBLEDON ROAD | SHAKER HEIGHTS | OH | 44122 | $10,917 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING / TAX PREPARATION | CategoryTxt |
| Amt | $5,943 | Amt |
| Net Investment Income | $2,972 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,971 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NATIONAL FINANCIAL SERVICES, LLC A/C: 302015 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $410,986 | BookValueAmt |
| EOYFMV | $410,986 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON SECURITIES | Desc |
| Amt | $15,496 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE REGISTRATION FEE | $200 | $0 | $0 |
| BANK FEES | $5 | $3 | $2 |
| OHIO STATEMENT OF CONTINUED EXISTENCE | $50 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $33,963 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,860 | Amt |
| Net Investment Income | $5,860 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $205 | Amt |
| Net Investment Income | $205 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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