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THE CATHERINE L & EDWARD A LOZICK: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THE CATHERINE L & EDWARD A LOZICK (EIN 34-1386776)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201521349349103007
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-14T15:46:59-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ronald L Garman CPA IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 1477AddressLine1Txt
CityWilloughbyCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44096ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341386776EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Edward A & Catherine L Lozick FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% EDWARD A LOZICKInCareOfNm
Business Name ControlEDWABusinessNameControlTxt
Phone2168390400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129425 Chagrin BoulevardAddressLine1Txt
Address Line2Suite 201AddressLine2Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEdward A LozickPersonNm
Person TitlePresident TrusteePersonTitleTxt
Phone2168390400PhoneNum
Signature2015-04-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRonald L GarmanPreparerPersonNm
PTINP00092827PTIN
Phone2168390400PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,466,770FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,000,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,971InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,971InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$607,538DividendsRevAndExpnssAmt
Dividends Net Invst Incm$607,538DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,225,443NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,371,029GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,225,443CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,834,952TotalRevAndExpnssAmt
Total Net Invst Incm$1,834,952TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$990AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,080OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,904OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$20,918TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,619TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$667OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$31,655TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,523TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,101,625ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,101,625ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,133,280TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,523TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,101,625TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,701,672ExcessRevenueOverExpensesAmt
Net Investment Income$1,817,429NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,347SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$906,562SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$906,562SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$20,792,650OtherInvestmentsBOYAmt
Other Investments EOY$22,608,107OtherInvestmentsEOYAmt
Other Investments EOYFMV$25,560,208OtherInvestmentsEOYFMVAmt
Total Assets BOY$20,812,997TotalAssetsBOYAmt
Total Assets EOY$23,514,669TotalAssetsEOYAmt
Total Assets EOYFMV$26,466,770TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$20,812,997RetainedEarningBOYAmt
Retained Earning EOY$23,514,669RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$20,812,997TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$23,514,669TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$20,812,997TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$23,514,669TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$20,812,997TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,701,672ExcessRevenueOverExpensesAmt
Subtotal$23,514,669SubtotalAmt
Tot Net Ast Or Fund Balances EOY$23,514,669TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
NATIONAL FINANCIAL PER SCHEDUL2014-12-31$93,000$73,431$19,569$19,569
NATIONAL FINANCIAL PER SCHEDUL2014-12-31$12,384$10,005$2,379$2,379
NATIONAL FINANCIAL PER SCHEDUL2014-12-31$2,554,365$2,062,150$492,215$492,215
CAPITAL GAIN DIVIDENDS$711,280P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,225,443CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,149,371AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$22,238,025NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.096653DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,316,283AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$17,980,571NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.073206DistributionYr2Rt
Adjusted Qlfy Distri Yr3$763,680AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,149,224NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050411DistributionYr3Rt
Adjusted Qlfy Distri Yr4$922,031AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,512,372NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.07369DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,230,218AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,469,001NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.145261DistributionYr5Rt
Total Distribution0.439221TotalDistributionRt
Average Distribution0.087844AverageDistributionRt
Net Vl Noncharitable Assets$25,276,083NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,220,352AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18,174NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,238,526AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,101,625QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$36,349InvestmentIncomeExciseTaxAmt
Subtotal$36,349SubtotalAmt
Tax Based On Investment Income$36,349TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$10,000TotalPaymentsAndCreditsAmt
Tax Due$26,349TaxDueAmt

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 GenYes (true)Form990PFFiledWithAttyGenInd
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 Line1EDWARD A LOZICKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2168390400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129425 CHAGRIN BLVD STE 201AddressLine1Txt
CityPEPPER PIKECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
Edward A Lozick
29425 Chagrin Blvd Suite 201Pepper PikeOH44122President-Trustee2.0$0$0
Catherine L Lozick
29425 Chagrin Blvd Suite 201Pepper PikeOH44122Secretary-Trustee1.0$0$0
Thomas Janoch
29425 Chagrin Blvd Suite 201Pepper PikeOH44122Treasurer-Trustee2.0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,197,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$463,455AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,660,998TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$25,660,998AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$384,915CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,276,083NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,263,804MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,263,804MinimumInvestmentReturnAmt
Tax Based On Investment Income$36,349TaxBasedOnInvestmentIncomeAmt
Total Tax$36,349TotalTaxAmt
Distributable Before Adj$1,227,455DistributableBeforeAdjAmt
Distributable Before Ded$1,227,455DistributableBeforeDedAmt
Distributable As Adjusted$1,227,455DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,101,625ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,101,625QualifyingDistributionsAmt
Adjusted Qualifying Distri$2,101,625AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,227,455DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$809,274ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$302,609ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$26,445ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$430,499ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,057,268ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,626,095TotalExcessDistributionCyovAmt
Qualifying Distributions$2,101,625QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,227,455AppliedToCurrentYearAmt
Remaining Distri From Corpus$874,170RemainingDistriFromCorpusAmt
Total Corpus$3,500,265TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$809,274ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,690,991ExcessDistriCyovToNextYrAmt
Excess From Year4$302,609ExcessFromYear4Amt
Excess From Year3$26,445ExcessFromYear3Amt
Excess From Year2$430,499ExcessFromYear2Amt
Excess From Year1$1,057,268ExcessFromYear1Amt
Excess From Current Year$874,170ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD A LOZICKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Per Attached DetailBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line129425 Chagrin BoulevardAddressLine1Txt
CityPepper PikeCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44122ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeUnrestrictedGrantOrContributionPurposeTxt
Amt$2,101,625Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,101,625TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,971ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$607,538ExclusionAmt
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$1,225,443ExclusionAmt
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$1,834,952ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,834,952TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSwagelok Manufacturing CompanyContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16262 Cochran RoadAddressLine1Txt
CitySolonCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44139ZIPCd
FieldValueIRS element (for citing)
Total Contributions$3,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$990Amt

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMERICAN FUNDS GROUP$7,767,946$10,440,654
NATIONAL FINANCIAL SERVICES LL$14,840,161$15,119,554

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK CHARGES$111
OFFICE SUPPLIES$556

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc
Amt$0Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ADMINISTRATION EXPENSES$2,176
INVESTMENT FEES$6,904$6,904

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE OF OHIO$600
FOREIGN TAXES PAID$10,619$10,619
UNITED STATES TREASURY$9,699

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