RJR CHARITABLE FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
RJR CHARITABLE FOUNDATION (EIN 20-7174901)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-11
IRS object ID
201641329349101994
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-11T14:19:01-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PERRY & KARNATZ LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 WEST ST CLAIR AVE SUITE 414BAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441131274ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207174901EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RJR CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% DOMINIC V PERRYInCareOfNm
Business Name ControlRJRFBusinessNameControlTxt
Phone2164723300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 700 ST CLAIR AVE SUITE 414BAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441131274ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOMINIC V PERRYPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone2164723300PhoneNum
Signature2016-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM E KARNATZ JRPreparerPersonNm
PTINP00845019PTIN
Phone2164723300PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$81,657FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,204DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,204DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,396NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,076GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$192TotalRevAndExpnssAmt
Total Net Invst Incm$1,204TotalNetInvstIncmAmt
Taxes Rev And Expnss$102TaxesRevAndExpnssAmt
Taxes Net Invst Incm$21TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$152TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,152TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,344ExcessRevenueOverExpensesAmt
Net Investment Income$1,183NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$7,792SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,607SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,607SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$66,577CorporateStockBOYAmt
Corporate Stock EOY$60,499CorporateStockEOYAmt
Corporate Stock EOYFMV$60,322CorporateStockEOYFMVAmt
Corporate Bonds BOY$12,500CorporateBondsBOYAmt
Corporate Bonds EOY$12,419CorporateBondsEOYAmt
Corporate Bonds EOYFMV$11,728CorporateBondsEOYFMVAmt
Total Assets BOY$86,869TotalAssetsBOYAmt
Total Assets EOY$82,525TotalAssetsEOYAmt
Total Assets EOYFMV$81,657TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$86,869CapitalStockBOYAmt
Capital Stock EOY$86,869CapitalStockEOYAmt
Retained Earning EOY-$4,344RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$86,869TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$82,525TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$86,869TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$82,525TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$86,869TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,344ExcessRevenueOverExpensesAmt
Subtotal$82,525SubtotalAmt
Tot Net Ast Or Fund Balances EOY$82,525TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB 6419-9236, SEE PDFP$6,557$8,403-$1,846-$1,846
CHARLES SCHWAB 6419-9236, SEE PDFP$11,680$13,069-$1,389-$1,389
CAPITAL GAIN DIVIDENDSP$1,839
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,396CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$3,050AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$89,780NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.033972DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,575AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$84,448NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042334DistributionYr2Rt
Adjusted Qlfy Distri Yr3$3,791AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$77,813NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048719DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,430AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$78,551NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043666DistributionYr4Rt
Adjusted Qlfy Distri Yr5$3,097AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$71,793NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043138DistributionYr5Rt
Total Distribution0.211829TotalDistributionRt
Average Distribution0.042366AverageDistributionRt
Net Vl Noncharitable Assets$86,479NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,664AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$12NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,676AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$12InvestmentIncomeExciseTaxAmt
Subtotal$12SubtotalAmt
Tax Based On Investment Income$12TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$12TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DOMINIC V PERRYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2164723300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1700 WEST ST CLAIR AVENUE STE 414BAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441131274ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT J RICE
C/O 700 WEST ST CLAIR AVENUECLEVELANDOH441131274TRUSTEE0.1$0
LAWRENCE A RICE
C/O 700 WEST ST CLAIR AVENUECLEVELANDOH441131274TRUSTEE0$0
DOMINIC V PERRY
C/O 700 WEST ST CLAIR AVENUECLEVELANDOH441131274TRUSTEE0.1$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$78,548AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,248AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$87,796TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$87,796AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,317CashDeemedCharitableAmt
Net Vl Noncharitable Assets$86,479NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,324MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,324MinimumInvestmentReturnAmt
Tax Based On Investment Income$12TaxBasedOnInvestmentIncomeAmt
Total Tax$12TotalTaxAmt
Distributable Before Adj$4,312DistributableBeforeAdjAmt
Distributable Before Ded$4,312DistributableBeforeDedAmt
Distributable As Adjusted$4,312DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,050ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$4,050QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$12PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$4,038AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,312DistributableAsAdjustedAmt
Undistributed Income PY$4,408UndistributedIncomePYAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Total For Prior Years$875TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,050QualifyingDistributionsAmt
Applied To Year1$4,050AppliedToYear1Amt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$875PriorYearUndistributedIncmAmt
Taxable1$875Taxable1Amt
Taxable2$358Taxable2Amt
Undistributed Income CY$4,312UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT J RICEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PROVIDENCE HOUSE INCBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12050 WEST 32ND STREETAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441134017ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipUNRELATEDRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$4,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,204ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,396ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$192ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$192TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationOHIO REQUIRES CHARITABLE ORGANIZATIONS TO FILE AN ANNUAL REPORT WITH THE OHIO ATTORNEY GENERAL'S OFFICE IN LIEU OF A COPY OF THE FORM 990-PF. THE REQUIRED ANNUAL REPORT WAS FILED WITH THE OHIO ATTORNEY GENERAL'S OFFICE BY THE FOUNDATION.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWAB 6419-9236BondNm
EOY Book Value$12,419EOYBookValueAmt
EOYFMV$11,728EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWAB 6419-9236StockNm
EOY Book Value$60,499EOYBookValueAmt
EOYFMV$60,322EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE OF OHIO FILING FEEDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL BALANCE DUE$81
FOREIGN TAX$21$21

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