WALTER & JEAN KALBERER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WALTER & JEAN KALBERER FOUNDATION (EIN 34-1817179)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-01
- IRS object ID
- 201623069349100002
- Schema version
- 2015v2.0
- 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 Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-01T06:32:34-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan & Associates Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6155 Rockside Road 307 | AddressLine1Txt |
| City | Independence | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341817179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WALTER & JEAN KALBERER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 4404233420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1259 WEST HILL DRIVE | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER E KALBERER | PersonNm |
| Person Title | CPA | PersonTitleTxt |
| Signature | 2016-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HUGH J MORGAN | PreparerPersonNm |
| PTIN | P01223082 | PTIN |
| Phone | 2166428604 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,921,875 | 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 | $140,026 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $42 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $42 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $20,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,085 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $20,085 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,433 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $162,268 | GrossSalesPriceAmt |
| Total Rev And Expnss | $153,720 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,127 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,127 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,635 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $818 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $817 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,017 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,309 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,127 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,008 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,008 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $913,007 | CorporateStockBOYAmt |
| Corporate Stock EOY | $742,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,962,540 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $903,327 | OtherAssetsBOYAmt |
| Other Assets EOY | $903,327 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $903,327 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,844,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,702,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,921,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,844,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,702,020 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,844,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,702,020 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,844,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,702,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,844,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,115 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,702,020 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,702,020 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS QUALCOMM | P | 2014-02-14 | 2015-01-29 | $72,404 | $76,217 | -$3,813 | -$3,813 |
| 2226 SHS KINDER MORGAN INC | P | 2014-12-02 | 2015-06-11 | $89,864 | $92,484 | -$2,620 | -$2,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,433 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,433 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $831,651 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,638,770 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.31517 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $671,809 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,147,392 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.31285 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $553,641 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,290,697 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.24169 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $356,438 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,587,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.13775 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $501,870 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,619,809 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.19157 | DistributionYr5Rt |
| Total Distribution | 1.199026 | TotalDistributionRt |
| Average Distribution | 0.239805 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,980,413 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $474,913 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $475,106 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $295,017 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $386 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $386 | SubtotalAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,096 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,096 | TotalPaymentsAndCreditsAmt |
| Overpayment | $710 | OverpaymentAmt |
| Applied To ES Tax | $710 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | JEAN KALBERER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4404233420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1259 WEST HILL DRIVE | AddressLine1Txt |
| City | GATES MILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44040 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Walter E Kalberer | ||||||
| 1259 West Hill Drive | Gates Mills | OH | 44040 | Trustee | 0.00 | $0 |
| Jean C Kalberer | ||||||
| 1259 West Hill Drive | Gates Mills | OH | 44040 | Trustee | 0.00 | $0 |
| Gwenn S Winkhaus | ||||||
| PO Box 438 | Armonk | NY | 10504 | Trustee | 0.00 | $0 |
| Lori Kalberer | ||||||
| 6777 GATES MILLS BLVD | GATES MILLS | OH | 44040 | TRUSTEE | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,988,154 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $22,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,010,572 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,010,572 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,980,413 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,021 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,021 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $386 | TotalTaxAmt |
| Distributable Before Adj | $98,635 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $98,635 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $98,635 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,017 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $295,017 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $295,017 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,635 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $371,434 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $251,481 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $440,378 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $566,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $712,484 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,342,462 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,017 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $196,382 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,538,844 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $371,434 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,167,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $251,481 | ExcessFromYear4Amt |
| Excess From Year3 | $440,378 | ExcessFromYear3Amt |
| Excess From Year2 | $566,685 | ExcessFromYear2Amt |
| Excess From Year1 | $712,484 | ExcessFromYear1Amt |
| Excess From Current Year | $196,382 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Walter E Kalberer | ContributingManagerNm |
| Contributing Manager | Jean C Kalberer | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGHENY COLLEGE | |||||||
| 520 N MAIN STREET | MEADVILLE | PA | 16335 | NONE | 501 C3 | 2015 ANNUAL FUND | $3,000 |
| CWRU | |||||||
| SEVERANCE HALL | CLEVELAND | OH | 44106 | NONE | 501 C3 | ANNUAL FUND | $10,000 |
| CLEVELAND PLAYHOUSE | |||||||
| PLAYHOUSE SQUARE | CLEVELAND | OH | 44114 | NONE | 501 C3 | ANNUAL FUND | $53,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | 501 C3 | 2015 ANNUAL FUND | $6,000 |
| CWRU SCHOOL OF LAW | |||||||
| UNIVERSITY CIRCLE | CLEVELAND | OH | 44106 | NONE | 501 C3 | 2015 ANNUAL FUND | $7,000 |
| IDEASTREAM | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | 501 C3 | FOSTERING COLLABORATION | $5,000 |
| CLEVELAND ZOOLOGICAL | |||||||
| 3900 WILDLIFE WAY | CLEVELAND | OH | 44109 | NONE | 501 C3 | ANNUAL FUND | $50,000 |
| RUSLEF | |||||||
| The Tower at Erieview Suite 1100 | CLEVELAND | OH | 44115 | NONE | 501 C3 | 2015 ANNUAL FUND | $15,000 |
| MALTZ MUSEUM | |||||||
| 2929 RICHMOND RD | BEACHWOOD | OH | 44122 | NONE | ANNUAL FUND | $10,000 | |
| CLEVELAND PLAYHOUSE | |||||||
| PLAYHOUSE SQUARE | CLEVELAND | OH | 44114 | NONE | SUSAN WATSON FUND | $5,000 | |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 325 SUPERIOR AVE | CLEVELAND | OH | 44114 | CAPITAL | $100,000 | ||
| GREAT LAKES SCIENCE CENTER | |||||||
| 601 ERIESIDE AVE | CLEVELAND | OH | 44114 | CAPITAL CAMPAIGN | $30,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $42 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $20,085 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,433 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$6,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,127 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,694 | TotalIncomeProducingActyAmt |
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 | false | 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 |
|---|---|---|---|---|---|---|
| WALTER EKALBERER | ||||||
| 1 | 1259 WEST HILL DRIVE | GATES MILLS OHIO | OH | 44040 | $70,000 | Yes (X) |
| JEAN C KALBERER | ||||||
| 2 | 1259 W HILL DRIVE | GATES MILLS OHIO | OH | 44040 | $70,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,635 | Amt |
| Net Investment Income | $818 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $817 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $742,685 | EOYBookValueAmt |
| EOYFMV | $1,962,540 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INSURANCE | Desc |
| BOY Book Value | $930,627 | BOYBookValueAmt |
| EOY Book Value | $903,327 | EOYBookValueAmt |
| EOYFMV | $903,327 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
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