SOGG FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SOGG FOUNDATION INC (EIN 34-6537192)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101720
- Schema version
- 2013v3.0
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T12:59:44-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341316000 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORTZMAN & GINGERICH COMPANY | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 RICHMOND ROAD SUITE 170 | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346537192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOGG FOUNDATION INC CO CAROL S MARKEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOGG | BusinessNameControlTxt |
| Phone | 2394981441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27120 KINDLEWOOD LANE | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL S MARKEY | PersonNm |
| Person Title | PRESIDENT AND TREASURER | PersonTitleTxt |
| Phone | 2394981441 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A WORTZMAN CPA | PreparerPersonNm |
| PTIN | P00161084 | PTIN |
| Phone | 2164640001 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $615,181 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,113 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,113 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $83 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $52,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,332 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,332 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,785 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,785 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $202 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $202 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $262 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $55,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $55,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,781 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $55,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,403 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,797 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,231 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,692 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $587,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $554,489 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $554,489 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $608,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $615,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $615,181 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $226,930 | CapitalStockBOYAmt |
| Capital Stock EOY | $226,930 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $29,800 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $29,800 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $351,345 | RetainedEarningBOYAmt |
| Retained Earning EOY | $358,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $608,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $615,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $608,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $615,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $608,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,403 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,509 | OtherIncreasesAmt |
| Subtotal | $615,181 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $615,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION A/C AEL-302015 | P | $8,877 | $8,877 | $8,877 | |||
| 1,064.951 SHARES GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND | P | $9,665 | $52 | $52 | 2009-09-04 | 2013-02-08 | $9,613 |
| 400 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF | P | $14,484 | $843 | $843 | 2010-03-08 | 2013-06-20 | $13,641 |
| 50 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF | P | $1,810 | $105 | $105 | 2010-03-08 | 2013-06-20 | $1,705 |
| 450 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF | P | $16,294 | $1,021 | $1,021 | 2010-05-03 | 2013-06-20 | $15,273 |
| 500 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF | P | $18,105 | $3,030 | $3,030 | 2010-06-01 | 2013-06-20 | $15,075 |
| 450 SHARES VANGUARD FTSE DEVELOPED MARKETS ETF | P | $16,294 | $1,185 | $1,185 | 2010-06-02 | 2013-06-20 | $15,109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,113 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $584,388 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096980 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $566,058 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.091657 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,522 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $553,136 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,718 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $591,074 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107800 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $745,710 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061981 | DistributionYr5Rt |
| Total Distribution | 0.493144 | TotalDistributionRt |
| Average Distribution | 0.098629 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $601,888 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,364 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $168 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $59,532 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $336 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $336 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $336 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $124 | TotalPaymentsAndCreditsAmt |
| Tax Due | $212 | 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 | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | CAROL S MARKEY | IndividualWithBooksNm |
| Phone | 2394981441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27120 KINDLEWOOD LANE | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL S MARKEY | ||||||||
| 27120 KINDLEWOOD LANE | BONITA SPRINGS | FL | 34134 | PRESIDENT AND TREASURER | 1.00 | $0 | $0 | $0 |
| RANDOLPH D MARKEY | ||||||||
| 24000 WIMBLEDON ROAD | SHAKER HEIGHTS | OH | 44122 | VICE PRESIDENT AND SECRETA | 0.50 | $0 | $0 | $0 |
| ROBERT G MARKEY JR | ||||||||
| 28 WINDSOR ROAD | WELLESLEY | MA | 02481 | VICE PRESIDENT | 0.50 | $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 | $578,078 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,976 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $611,054 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $611,054 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $601,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $336 | TotalTaxAmt |
| Distributable Before Adj | $29,758 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,758 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $55,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $55,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $13,837 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,021 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,914 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,607 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $112,379 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $55,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,758 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,242 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,621 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,621 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,837 | ExcessFromYear4Amt |
| Excess From Year3 | $47,021 | ExcessFromYear3Amt |
| Excess From Year2 | $23,914 | ExcessFromYear2Amt |
| Excess From Year1 | $27,607 | ExcessFromYear1Amt |
| Excess From Current Year | $25,242 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RANDOLPH D MARKEY | ContributingManagerNm |
| Contributing Manager | ROBERT G MARKEY JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROL S MARKEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27120 KINDLEWOOD LANE | AddressLine1 |
| City | BONITA SPRINGS | City |
| State | FL | State |
| ZIP Code | 34134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2394981441 | RecipientPhoneNum |
| Form And Info And Materials | BRIEF LETTER OUTLINING NEEDS AND GOALS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PRIOR TO SEPTEMBER 1 ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO UNSOLICITED REQUESTS ACCEPTED - FAVOR ORGANIZATIONS FAMILIAR TO TRUSTEES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEECH BROOK | |||||||
| 3737 LANDER ROAD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC | FUND OPERATIONS | $250 |
| BROWN UNIVERSITY | |||||||
| 75 WATERMAN STREET | PROVIDENCE | RI | 02906 | N/A | PUBLIC | FUND OPERATIONS | $20,000 |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | FUND OPERATIONS | $15,000 |
| JEWISH FAMILY SERVICE ASSOCIATION | |||||||
| 24075 COMMERCE PARK ROAD | BEACHWOOD | OH | 44122 | N/A | PUBLIC | FUND OPERATIONS | $250 |
| KING SCHOOL | |||||||
| 1450 NEWFIELD AVENUE | STAMFORD | CT | 06905 | N/A | PUBLIC | FUND OPERATIONS | $500 |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION - BARBARA'S FRIENDS | |||||||
| 9800 S HEALTHPARK DRIVE SUITE 210 | FORT MYERS | FL | 33908 | N/A | PUBLIC | FUND OPERATIONS | $1,500 |
| SOCIAL VENTURE PARTNERS CLEVELAND | |||||||
| 10819 MAGNOLIA DRIVE SUITE 200 | CLEVELAND | OH | 44106 | N/A | PUBLIC | FUND OPERATIONS | $2,500 |
| THE LEAGUE CLUB INC | |||||||
| 5051 CASTELLO DRIVE 240 | NAPLES | FL | 34103 | N/A | PUBLIC | FUND OPERATIONS | $1,500 |
| UNITARIAN UNIVERSALIST SOCIETY OF WELLESLEY HILLS | |||||||
| 309 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | N/A | PUBLIC | FUND OPERATIONS | $13,000 |
| UNIVERSITY SCHOOL | |||||||
| 20701 BRANTLEY ROAD | SHAKER HEIGHTS | OH | 44122 | N/A | PUBLIC | FUND OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $55,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,182 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,113 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,378 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,378 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ROBERT G MARKEY JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 WINDSOR ROAD | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING / TAX PREPARATION | CategoryTxt |
| Amt | $3,332 | Amt |
| Net Investment Income | $3,332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NATIONAL FINANCIAL SERVICES, LLC A/C: 302015 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $554,489 | BookValueAmt |
| EOYFMV | $554,489 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSTITUTE PAYMENTS IN LIEU OF DIVIDEND OR INTEREST | Desc |
| Revenue And Expenses Per Books | $83 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $83 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $83 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON SECURITIES | $18,137 |
| NONDIVIDEND DISTRIBUTIONS | $2,372 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,785 | Amt |
| Net Investment Income | $6,785 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN | CategoryTxt |
| Amt | $262 | Amt |
| Net Investment Income | $262 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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