THE ALICE AND PATRICK MCGINTY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE ALICE AND PATRICK MCGINTY FOUNDATION INC (EIN 34-1643124)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2017-06-08
- IRS object ID
- 201741599349100304
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-08T09:54:28-05:00 | ReturnTs |
| Tax Period End | 2015-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341663731 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZINNER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3201 ENTERPRISE PARKWAY SUITE 410 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441227329 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341643124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALICE & PATRICK MCGINTY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THOMAS P MCGINTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIC | BusinessNameControlTxt |
| Phone | 2168315000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19541 ROSELAND AVE | AddressLine1Txt |
| City | EUCLID | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS MCGINTY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2168315000 | PhoneNum |
| Signature | 2017-01-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN D KRANTZ | PreparerPersonNm |
| PTIN | P00233254 | PTIN |
| Phone | 2168310733 | PhoneNum |
| Preparation | 2017-01-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $2,950,404 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $73,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,134 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $73,134 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $54,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,134 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,134 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,554 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $220 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,335 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,915 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,297 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,297 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,297 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $800 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $800 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,517 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $153,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,517 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $144,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,617 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,632 | CashBOYAmt |
| Cash EOY | $187,729 | CashEOYAmt |
| Cash EOYFMV | $187,729 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $700 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,597,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,746,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,608,649 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $203,566 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $151,845 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $154,026 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $42,224 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $42,224 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,297 | LandBldgInvestmentsBOYAmt |
| Total Assets BOY | $3,093,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,085,927 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,950,404 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,406 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $135,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $185,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $140,406 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $185,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,953,273 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,900,927 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,953,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,900,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,093,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,085,927 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,953,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,854,764 | SubtotalAmt |
| Other Decreases | $953,837 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,900,927 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| VERITAS SOFTWARE STOCK MERGER TO SYMANTEC | P | 2015-02-03 | $17 | $17 | $17 | |
| 200 SHS MEDTRONIC | P | 2015-04-20 | $15,378 | -$12 | -$12 | $15,390 |
| 5,100 SHS FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM | P | 2015-04-20 | $159,987 | -$15,957 | -$15,957 | $175,944 |
| BANK OF AMERICA CORP - CASH DISTRIBUTION | P | 2015-06-29 | $639 | $639 | $639 | |
| 400 SHS MFC ISHARES IBOXX HIGH YIELD | P | 2015-10-19 | $33,903 | -$2,929 | -$2,929 | $36,832 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,242 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,989,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054885 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $201,034 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,774,840 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072449 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,582 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,555,775 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.012357 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $145,798 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,531,291 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057598 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,756 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,398,978 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011153 | DistributionYr5Rt |
| Total Distribution | 0.208442 | TotalDistributionRt |
| Average Distribution | 0.041688 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,926,466 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $121,999 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $683 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $122,682 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $144,635 | 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 | $683 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $683 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $683 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $698 | 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 | 0 | 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 | MCGINTYFAMILYFOUNDATION.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS P MCGINTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2168315000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19541 ROSELAND AVE | AddressLine1Txt |
| City | EUCLID | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44117 | 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 |
|---|---|---|---|---|---|---|---|---|
| JUNE T MCGINTY | ||||||||
| 20101 NORTH PARK BOULEVARD | SHAKER HEIGHTS | OH | 44118 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| THOMAS P MCGINTY | ||||||||
| 19541 ROSELAND AVE | EUCLID | OH | 44117 | CEO | 10.00 | $0 | $0 | $0 |
| PATRICIA A MCGINTY | ||||||||
| 19541 ROSELAND AVE | EUCLID | OH | 44117 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $2,815,224 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $155,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,971,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,971,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,565 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,926,466 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $146,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $146,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $683 | TotalTaxAmt |
| Distributable Before Adj | $145,640 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $145,640 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $145,640 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $144,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $144,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $683 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $143,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $145,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $46,713 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $144,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $46,713 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,922 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $47,718 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS P MCGINTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19541 ROSELAND AVE | AddressLine1Txt |
| City | EUCLID | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2168315000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM TO BE REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 30TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NORTHEAST OHIO, EDUCATION RELATED TO PUBLIC AND PRIVATE SCHOOLS AND EDUCATORS IN GRADES K-12. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| JULIE BILLIART SCHOOL | |||||
| 4982 CLUBSIDE RD | LYNDHURST | OH | 44124 | TO ENHANCE THE DELIVERY OF EDUCATION IN THE CLASSROOM | $1,600 |
| METRO CATHOLIC SCHOOL | |||||
| 3555 W 54TH ST | CLEVELAND | OH | 44102 | TO ENHANCE THE DELIVER OF EDUCATION IN THE CLASSROOM | $50,000 |
| JULIE BILLIART SCHOOL | |||||
| 4982 CLUBSIDE RD | LYNDHURST | OH | 44124 | TO ENHANCE THE DELIVER OF EDUCATION IN THE CLASSROOM | $60,000 |
| ST IGNATIUS HIGH SCHOOL | |||||
| 1911 WEST 30TH ST | CLEVELAND | OH | 44102 | TO ENHANCE THE DELIVER OF EDUCATION IN THE CLASSROOM | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,600 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CENTRAL CATHOLIC HIGH SCHOOL | |||||
| 4824 WEST TUSCARAWAS | CANTON | OH | 44708 | TO ENHANCE THE DELIVERY OF EDUCATION IN THE CLASSROOM | $25,000 |
| GESU CATHOLIC SCHOOL | |||||
| 2450 MIRAMAR BLVD | UNIVERSITY HEIGHTS | OH | 44118 | TO ENHANCE THE DELIVER OF EDUCATION IN THE CLASSROOM | $100,000 |
| METRO CATHOLIC SCHOOL | |||||
| 3555 W 54TH ST | CLEVELAND | OH | 44102 | TO ENHANCE THE DELIVER OF EDUCATION IN THE CLASSROOM | $25,000 |
| NDCL HIGH SCHOOL | |||||
| 13000 AUBURN RD | CHARDON | OH | 44024 | TO ENHANCE THE DELIVER OF EDUCATION IN THE CLASSROOM | $5,000 |
| PADUA HIGH SCHOOL | |||||
| 6740 STATE RD | PARMA | OH | 44134 | TO ENHANCE THE DELIVERY OF EDUCATION IN THE CLASSROOM | $25,000 |
| FOUNDATION CENTER LIBRARY | |||||
| 1422 EUCLID AVE 1600 | CLEVELAND | OH | 44115 | OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $185,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$18,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $54,892 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,892 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $151,845 | EOYBookValueAmt |
| EOYFMV | $154,026 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS - DOMESTIC COMMON | StockNm |
| EOY Book Value | $1,746,353 | EOYBookValueAmt |
| EOYFMV | $2,608,649 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT - UNREALIZED GAINS ON COMMON | $918,146 |
| PRIOR PERIOD ADJUSTMENT - UNREALIZED GAINS ON CORP BONDS | $14,889 |
| UNREALIZED GAINS | $20,802 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $800 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SERVICE FEES | $220 | $220 | $220 | $0 |
| INVESTMENT MANAGEMENT FEES | $6,669 | $3,334 | $0 | $3,335 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $3,915 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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