AVRUM KATZ FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- AVRUM KATZ FOUNDATION (EIN 34-1471066)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201723129349100847
- Schema version
- 2016v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T14:06:23-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-08 | 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 | 2017-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.171.14.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 34122420173125000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 00B50CBEBBB9381FE5BF03D16AA7A5FCCB5075A6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34089975C9E51BE86CA840C95A49BD49D8F931EE | 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 | $3,837,789 | 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 |
| Dividends Rev And Expnss | $194,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,268 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $16,625 | GrossRentsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $94,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,033,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,366 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$13,441 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,441 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $291,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $77,142 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $77,142 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $280 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $280 | PensionEmplBnftNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $15,939 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,939 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,442 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,520 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $3,096 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,096 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,265 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $199,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,042 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $225,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $225,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $424,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,042 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $225,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$133,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,151 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $177,404 | CashBOYAmt |
| Cash EOY | $162,008 | CashEOYAmt |
| Cash EOYFMV | $162,008 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,850 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl BOY | $200 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $4,869,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,803,015 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,835,832 | CorporateStockEOYFMVAmt |
| Other Assets BOY | -$1,097,906 | OtherAssetsBOYAmt |
| Other Assets EOY | -$1,160,051 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$1,160,051 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,961,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,804,972 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,837,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,961,285 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,804,972 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,961,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,804,972 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,961,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,804,972 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,961,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$133,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$23,115 | OtherIncreasesAmt |
| Subtotal | $3,804,972 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,804,972 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SANFORD BERNSTEIN - 53697 DETAILS ON FILE | $230,515 | $237,843 | -$7,328 | -$7,328 |
| SANFORD BERNSTEIN - 53697 DETAILS ON FILE | $755,504 | $700,849 | $54,655 | $54,655 |
| SANFORD BERNSTEIN - 53697 CASH IN LIEU | $37 | $37 | $37 | |
| SANFORD BERNSTEIN - 53697 DETAILS ON FILE | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,366 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,667 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,367,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018008 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $180,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,654,477 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,376,821 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054695 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,183,400 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08473 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $184,883 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,200,846 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.084005 | DistributionYr5Rt |
| Total Distribution | 0.28011 | TotalDistributionRt |
| Average Distribution | 0.056022 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,427,108 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $191,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $422 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $192,415 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $225,000 | 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 | $422 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $422 | SubtotalAmt |
| Tax Based On Investment Income | $422 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,860 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,860 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,438 | OverpaymentAmt |
| Applied To ES Tax | $12,438 | 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 |
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 | $15,000 | $0 | $0 |
| kerry chelm | ||||||||
| 200 Public Square | Cleveland | OH | 441142302 | TRUSTEE | 0 | $15,000 | $0 | $0 |
| michael r donaldson | ||||||||
| 200 Public Square | Cleveland | OH | 441142302 | trustee | 0 | $15,000 | $0 | $0 |
| mark r stornes | ||||||||
| 200 Public Square | Cleveland | OH | 441142302 | trustee | 0 | $15,000 | $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 | $77,142 | 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 | $3,303,665 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $175,632 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,479,297 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,479,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,427,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $422 | TotalTaxAmt |
| Distributable Before Adj | $170,933 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,933 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,933 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $225,000 | 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 | $225,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $422 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $224,578 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,933 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $35,559 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,159 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $46,718 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $225,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $170,933 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,067 | RemainingDistriFromCorpusAmt |
| Total Corpus | $100,785 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $100,785 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,559 | ExcessFromYear4Amt |
| Excess From Year3 | $11,159 | ExcessFromYear3Amt |
| Excess From Current Year | $54,067 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETS FOR THE ELDERLY FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o M VASELANEY TAFT 200 PUBLIC | AddressLine1Txt |
| Address Line2 | SUITE 3500 | AddressLine2Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | RELATED | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $225,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $225,000 | TotalGrantOrContriPdDurYrAmt |
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 | $194,268 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| 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 | $94,314 | 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 | -$13,441 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $275,141 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $275,141 | 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 | 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 & TAX PREPARATION | CategoryTxt |
| Amt | $5,800 | Amt |
| Net Investment Income | $5,800 | NetInvestmentIncomeAmt |
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 | $4,803,015 | EOYBookValueAmt |
| EOYFMV | $4,835,832 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,939 | LegalFeesAmt |
| Net Investment Income | $15,939 | NetInvestmentIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED PARTNERSHIPS | Desc |
| BOY Book Value | -$1,097,906 | BOYBookValueAmt |
| EOY Book Value | -$1,160,051 | EOYBookValueAmt |
| EOYFMV | -$1,160,051 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $660 | $660 |
| INVESTMENT MANAGEMENT FEES | $15,074 | $15,074 |
| OFFICE EXPENSE | $531 | $531 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| phoenix lake partners | -$369 | -$369 |
| Legacy Capital Partners Fund IV LP | -$8 | -$8 |
| Draper Triangle Ventures III, LP | -$13,064 | -$13,064 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTION | $537 |
| OTHER BOOK TO TAX DIFFERENCES | -$23,652 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PAYROLL TAXES | $5,981 | $5,981 |
| FOREIGN TAXES | $1,339 | $1,339 |
| STATE TAXES | $200 | $200 |
| FEDERAL TAXES | $13,922 |
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