DR ANNY KATAN FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
DR ANNY KATAN FOUNDATION (EIN 31-1206282)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-10-30
IRS object ID
201443039349301169
Schema version
2013v3.1
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)
Return2014-10-30T14:13:46-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263863123PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Z & G TAX GROUP LTDBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14141 ROCKSIDE RD SUITE 150AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441315047ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311206282EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DR ANNY KATAN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlDRANBusinessNameControlTxt
Phone2169914472PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119910 MALVERN ROADAddressLine1
CitySHAKER HEIGHTSCity
StateOHState
ZIP Code44122ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN BAERPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2169914472PhoneNum
Signature2014-10-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENN M SYNEK CPA CVAPreparerPersonNm
PTINP00059131PTIN
Phone2164476006PhoneNum
Preparation2014-10-30PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Gross Receipts$1,265,687GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE OPERATING PURPOSE IS TO BENEFIT ORGANIZATIONS PROVIDING MENTAL HEALTH SERVICES TO CHILDREN THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$5,497CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$126,228PYInvestmentIncomeAmt
CY Investment Income$78,609CYInvestmentIncomeAmt
PY Other Revenue$193,034PYOtherRevenueAmt
CY Other Revenue$447,936CYOtherRevenueAmt
PY Total Revenue$319,262PYTotalRevenueAmt
CY Total Revenue$532,042CYTotalRevenueAmt
PY Grants And Similar Paid$241,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$149,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$79PYOtherExpensesAmt
CY Other Expenses$1,704CYOtherExpensesAmt
PY Total Expenses$241,579PYTotalExpensesAmt
CY Total Expenses$150,704CYTotalExpensesAmt
PY Revenues Less Expenses$77,683PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$381,338CYRevenuesLessExpensesAmt
Total Assets BOY$3,170,920TotalAssetsBOYAmt
Total Assets EOY$3,552,258TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,170,920NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,552,258NetAssetsOrFundBalancesEOYAmt
MissionTHE OPERATING PURPOSE IS TO BENEFIT ORGANIZATIONS PROVIDING MENTAL HEALTH SERVICES TO CHILDREN THROUGH CHARITABLE AND EDUCATIONAL PURPOSES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$149,000ExpenseAmt
Grant$149,000GrantAmt
DescCONTRIBUTIONS TO HANNA PERKINS CENTER FOR TREATMENT OF CHILDREN AND TRAINING OF PSYCHOLOGISTS.Desc
Total Program Service Expenses$149,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DR ANNY KATAN FDNBusinessNameLine1
FieldValueIRS element (for citing)
Phone2169914472PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119910 MALVERN RDAddressLine1
CitySHAKER HTSCity
StateOHState
ZIP Code44122ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)

TitleTitleTxtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ELAINE HADDEN
TRUSTEEYes (X)$0$0$0
ANNE BARNES
TRUSTEEYes (X)$0$0$0
SUSAN Y MEISEL
TRUSTEEYes (X)$0$0$0
JUDY HOLMES
TRUSTEEYes (X)$0$0$0
LYDIA FURMAN
TRUSTEEYes (X)$0$0$0
FieldValueIRS element (for citing)
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
All Other Contributions$5,497AllOtherContributionsAmt
Total Contributions$5,497TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,779TotalRevenueColumnAmt
Exclusion$76,779ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$735,475SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$733,645SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,830SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,830TotalRevenueColumnAmt
Related Or Exempt Func Income$1,830RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescNET APPRECIATION IN FAIR VALDesc
Total Revenue Column$447,936TotalRevenueColumnAmt
Related Or Exempt Func Income$447,936RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$447,936OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$532,042TotalRevenueColumnAmt
Related Or Exempt Func Income$449,766RelatedOrExemptFuncIncomeAmt
Exclusion$76,779ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$149,000TotalAmt
Program Services$149,000ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,704TotalAmt
Management And General$1,704ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$150,704TotalAmt
Program Services$149,000ProgramServicesAmt
Management And General$1,704ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$65,093BOYAmt
EOY$62,361EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,105,827BOYAmt
EOY$3,489,897EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,170,920BOYAmt
EOY$3,552,258EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$3,170,920BOYAmt
EOY$3,552,258EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,170,920BOYAmt
EOY$3,552,258EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,170,920BOYAmt
EOY$3,552,258EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$381,338ReconcilationRevenueExpnssAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
CertificationYes (X)CertificationInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1HANNA PERKINS SCHOOLBusinessNameLine1
FieldValueIRS element (for citing)
EIN341269765EIN
Organization Type9OrganizationTypeDesc
Governing Document ListedfalseGoverningDocumentListedInd
Supported Org NotifiedYes (true)SupportedOrgNotifiedInd
US OrganizedYes (true)USOrganizedInd
Support$149,000SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$149,000SupportSumAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,170,920BeginningYearBalanceAmt
Contributions$5,497ContributionsAmt
Investment Earnings Or Losses$526,545InvestmentEarningsOrLossesAmt
Grants Or Scholarships$149,000GrantsOrScholarshipsAmt
Administrative Expenses$1,704AdministrativeExpensesAmt
End Year Balance$3,552,258EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,093,237BeginningYearBalanceAmt
Investment Earnings Or Losses$319,252InvestmentEarningsOrLossesAmt
Grants Or Scholarships$241,500GrantsOrScholarshipsAmt
Administrative Expenses$69AdministrativeExpensesAmt
End Year Balance$3,170,920EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,145,359BeginningYearBalanceAmt
Investment Earnings Or Losses-$10,604InvestmentEarningsOrLossesAmt
Grants Or Scholarships$41,311GrantsOrScholarshipsAmt
Administrative Expenses$207AdministrativeExpensesAmt
End Year Balance$3,093,237EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,011,824BeginningYearBalanceAmt
Investment Earnings Or Losses$289,562InvestmentEarningsOrLossesAmt
Grants Or Scholarships$154,490GrantsOrScholarshipsAmt
Administrative Expenses$1,537AdministrativeExpensesAmt
End Year Balance$3,145,359EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,711,601BeginningYearBalanceAmt
Investment Earnings Or Losses$483,966InvestmentEarningsOrLossesAmt
Grants Or Scholarships$182,382GrantsOrScholarshipsAmt
Administrative Expenses$1,361AdministrativeExpensesAmt
End Year Balance$3,011,824EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HANNA PERKINS CENTERBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line119910 MALVERN RDAddressLine1
CitySHAKER HTSCity
StateOHState
ZIP Code44122ZIPCode
FieldValueIRS element (for citing)
Recipient EIN341269765RecipientEIN
IRC Section3IRCSectionDesc
Cash Grant$149,000CashGrantAmt
Purpose Of GrantOPERATING SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BRETURN WAS REVIEWED BY MANAGEMENT PRIOR TO FILING.
FORM 990, PAGE 6, PART VI, LINE 19DOCUMENTS ARE LOCATED IN THE OFFICE OF THE FISCAL OFFICER AND ARE AVAILABLE UPON REQUEST.

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