IRVING I STONE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IRVING I STONE FOUNDATION (EIN 34-1892327)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-06
- IRS object ID
- 201443109349100119
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-06T13:32:28-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSTINBARTELLWALDMAN & FITZGERALD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 EAST 9TH STREET 920 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | 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 | 341892327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRVING I STONE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MARY KAY INCANDELA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY KAY INCANDELA | InCareOfNm |
| Business Name Control | IRVI | BusinessNameControlTxt |
| Phone | 2162527300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY WEISS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2162527300 | PhoneNum |
| Signature | 2014-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH SUSTIN | PreparerPersonNm |
| PTIN | P01204018 | PTIN |
| Phone | 2162527300 | 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 | $38,306,398 | 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 | $345,454 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $61 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $949,405 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $949,405 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $949,405 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,587,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,321,589 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$292,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $949,466 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $949,466 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $10,667 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $8,000 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,667 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,975 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $123 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $123 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $123 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $50,649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,649 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $50,649 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $10,616 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,416 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $10,416 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $69,188 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,599,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,599,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,683,655 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $69,188 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,608,492 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,976,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $874,303 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $880,278 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,627 | CashBOYAmt |
| Cash EOY | $95,953 | CashEOYAmt |
| Cash EOYFMV | $95,953 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $347,656 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $792,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $792,457 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $14,205,652 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $14,411,411 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $14,205,652 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $14,205,652 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $13,794,354 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,182,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,180,052 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,063,701 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,067,698 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,080,443 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,364,896 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,668,060 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,951,841 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $32,988,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,012,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,306,398 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $32,988,645 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,012,033 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,988,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,012,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,988,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,012,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,988,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,976,612 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,012,033 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,012,033 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BOTEL ASSET MGMT - CG DIVIDENDS | P | 2012-01-01 | 2013-12-31 | $23,818 | $0 | $23,818 | $23,818 |
| KEYBANK ACCT - CG DIVIDENDS | P | 2012-01-01 | 2013-12-31 | $2,004 | $0 | $2,004 | $2,004 |
| KEYBANK ACCT 102300529460 | P | 2010-01-01 | 2013-06-30 | $4,403,603 | $5,447,534 | -$1,043,931 | -$1,043,931 |
| KEYBANK ACCT 102300529460 | P | 2012-01-01 | 2013-12-31 | $5,827 | $2,758 | $3,069 | $3,069 |
| NEUBERGER BERMAN | P | 2013-01-01 | 2013-06-30 | $104,879 | $90,665 | $14,214 | $14,214 |
| NEUBERGER BERMAN | P | 2012-01-01 | 2013-12-31 | $59,377 | $57,732 | $1,645 | $1,645 |
| VANGUARD FUND - CG DIVIDENDS | P | 2012-01-01 | 2013-12-31 | $22,250 | $0 | $22,250 | $22,250 |
| VANGUARD FUND - CG DIVIDENDS | P | 2012-01-01 | 2013-12-31 | $1,971 | $0 | $1,971 | $1,971 |
| PRIMUS CAPITAL FUND VI | P | 2010-01-01 | 2013-12-31 | $66,319 | $0 | $66,319 | $66,319 |
| PRIMUS CAPITAL FUND VI | P | 2013-01-01 | 2013-06-30 | $0 | $206 | -$206 | -$206 |
| ARIEL FUND | P | 2008-01-01 | 2013-12-31 | $98,541 | $0 | $98,541 | $98,541 |
| SP CAPITAL/GOLDMAN | P | 2009-01-01 | 2013-12-31 | $1,533,000 | $2,310,571 | -$777,571 | -$777,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,587,877 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,486 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,486 | SubtotalAmt |
| Tax Based On Investment Income | $17,486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,212 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $79,212 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $61,698 | OverpaymentAmt |
| Applied To ES Tax | $61,698 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY KAY INCANDELA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2162527300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN ROAD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | 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 |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GARY WEISS | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | PRESIDENT | 0 | $0 |
| JUDITH STONE WEISS | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | SECRETARY & TRUSTEE | 0 | $0 |
| HENSHA GANSBOURG | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE | 0 | $0 |
| MYRNA TATAR | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE | 0 | $0 |
| HELEN STONE | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE | 0 | $0 |
| MORRY WEISS | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE | 0 | $0 |
| JEFFREY WEISS | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE | 0 | $0 |
| ZEV WEISS | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE | 0 | $0 |
| ELIE WEISS | ||||||
| ONE AMERICAN ROAD | CLEVELAND | OH | 44144 | TRUSTEE | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,042,100 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $605,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,647,222 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,647,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $534,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,112,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,755,626 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,755,626 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,486 | TotalTaxAmt |
| Distributable Before Adj | $1,738,140 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,738,140 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,738,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,608,492 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,608,492 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,608,492 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,738,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $148,822 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $450,991 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $190,734 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $790,547 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,608,492 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,608,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $129,648 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $129,648 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $660,899 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,174 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $641,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $450,991 | ExcessFromYear2Amt |
| Excess From Year1 | $190,734 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF AUC | ||||||||||||
| 136 EAST 39TH STREET | NEW YORK | NY | 10016 | NONE | PC | COMMUNITY OUTREACH | $5,500 | |||||
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||||||
| 1402 TEANECK ROAD 223 | TEANECK | NJ | 07666 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| AMERICAN FRIENDS OF MAGEN | ||||||||||||
| 23215 COMMERCE PARK ROAD 306 | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| AMERICAN FRIENDS OF MEIR PANIM | ||||||||||||
| 5316 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| AMERICAN FRIENDS OF YHS KIRYAT ARBA | ||||||||||||
| 1342 EAST 4TH STREET | BROOKLYN | NY | 11230 | NONE | PC | EDUCATIONAL SUPPORT | $4,500 | |||||
| AMERICAN FRIENDS OF NISHMAT | ||||||||||||
| 274 MADISON AVE 504 | NEW YORK | NY | 10016 | NONE | PC | EDUCATIONAL SUPPORT | $18,000 | |||||
| AMERICAN FRIENDS OF YAD ELIEZER | ||||||||||||
| 1102 EAST 26TH STREET | BROOKLYN | NY | 11210 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION | ||||||||||||
| 711 THIRD AVE | NEW YORK | NY | 10017 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| AMIT WOMEN | ||||||||||||
| 817 BROADWAY AVE 4 | NEW YORK | NY | 10003 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| BAR-IIAN UNIVERSITY | ||||||||||||
| 6735 TELEGRAPH ROAD 130 | BLOOMFIELD HILLS | MI | 48301 | NONE | PC | EDUCATIONAL SUPPORT | $20,000 | |||||
| BIKUR CHOLIM COMMITTEE | ||||||||||||
| 3653 SHANNON ROAD | CLEVELAND | OH | 44118 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| BNAI JESHURUN CONGREGATION | ||||||||||||
| 27501 FAIRMOUNT BLVD | CLEVELAND | OH | 44124 | NONE | PC | RELIGIOUS EDUCATIONAL SUPPORT | $500 | |||||
| BNEI AKIVA OF CLEVELAND | ||||||||||||
| 2463 SOUTH GREEN RD | BEACHWOOD | OH | 44122 | NONE | PC | RELIGIOUS EDUCATIONAL SUPPORT | $43,000 | |||||
| BOCA RATON SYNAGOGUE | ||||||||||||
| 7900 MONTOYA CIRCLE | BOCA RATON | FL | 33433 | NONE | PC | RELIGIOUS EDUCATIONAL SUPPORT | $4,500 | |||||
| CAMP STONE | ||||||||||||
| 2145 DEER RUN ROAD | SUGAR GROVE | PA | 16350 | NONE | PC | EDUCATIONAL SUPPORT | $102,000 | |||||
| CENTER FOR THE JEWISH FUTURE | ||||||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 | |||||
| CENTRAL FUND OF ISRAEL | ||||||||||||
| 980 6TH AVE | NEW YORK | NY | 10018 | NONE | PC | COMMUNITY OUTREACH | $9,000 | |||||
| CHABAD AT NYU | ||||||||||||
| 353 BOWERY | NEW YORK | NY | 10003 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| CHABAD LUBAVITCH | ||||||||||||
| 223 WEST GILMAN STREET | MADISON | WI | 53703 | NONE | PC | COMMUNITY OUTREACH | $1,800 | |||||
| CHABAD OF BOCA RATON | ||||||||||||
| 17950 MILITARY TRAIL | BOCA RATON | FL | 33496 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||||
| CHAI LIFELINE | ||||||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| CLEVELAND HILLEL FOUNDATION | ||||||||||||
| 11291 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | PC | EDUCATIONAL SUPPORT | $750 | |||||
| EFRAT EMERGENCY MEDICAL CENTER | ||||||||||||
| 1360 CLIFTON AVE 323 | CLIFTON | NJ | 07012 | NONE | PC | COMMUNITY OUTREACH | $2,500 | |||||
| EMUNAH | ||||||||||||
| 7 PENN PLAZA 205 | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| EZRAT ISRAEL | ||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | COMMUNITY OUTREACH | $5,000 | |||||
| FRIENDS OF THE ISRAELI DEFENSE FORCES | ||||||||||||
| PO BOX 22410 | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| FRIENDSHIP CIRCLE OF CLEVELAND | ||||||||||||
| 1980 SOUTH GREEN ROAD | SOUTH EUCLID | OH | 44121 | NONE | PC | EDUCATIONAL SUPPORT | $10,000 | |||||
| FUCHS MIZRACHI SCHOOL | ||||||||||||
| 26600 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT | $400,000 | |||||
| GREEN ROAD SYNAGOGUE | ||||||||||||
| 2437 SOUTH GREEN ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $30,000 | |||||
| GROSS SCHECHTER DAY SCHOOL | ||||||||||||
| 27601 FAIRMOUNT BLVD | PEPPER PIKE | OH | 44124 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||||
| HEBREW ACADEMY OF CLEVELAND | ||||||||||||
| 1860 SOUTH TAYLOR ROAD | CLEVELAND HTS | OH | 44118 | NONE | PC | EDUCATIONAL SUPPORT | $37,000 | |||||
| JEWISH CENTER OF SOLON CHABAD | ||||||||||||
| 5570 HARPER ROAD | SOLON | OH | 44139 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| JEWISH FAMILY EXPERIENCE | ||||||||||||
| 3570 WARRENSVILLE CENTER ROAD 102D | SHAKER HTS | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| JEWISH COMMUNITY FEDERATION OF CLEVELAND | ||||||||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NONE | PC | EDUCATIONAL SUPPORT/OUTREACH | $350,000 | |||||
| KOLLEL YCM | ||||||||||||
| 2573 LARCHMONT BLVD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| LIVING LEGACY | ||||||||||||
| 1980 SOUTH GREEN ROAD | SOUTH EUCLID | OH | 44121 | NONE | PC | EDUCATIONAL SUPPORT | $2,800 | |||||
| LUBAVITCH YOUNG ORGANIZATION | ||||||||||||
| 1368 PRESIDENT STREET | BROOKLYN | NY | 11213 | NONE | PC | EDUCATIONAL SUPPORT | $21,800 | |||||
| MATAN B'SAYER | ||||||||||||
| 3528 BLANCHE AVE | CLEVELAND | OH | 44118 | NONE | PC | COMMUNITY OUTREACH | $23,000 | |||||
| MENORAH PARK CENTER | ||||||||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $50,000 | |||||
| MONTEFIORE HOME | ||||||||||||
| ONE DAVID N MEYERS PARKWAY | BEACHWOOD | OH | 44122 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| MESIVTA YESHIVA RABBI CHAIM BERLIN | ||||||||||||
| 1605 CONEY ISLAND AVE | BROOKLYN | OH | 11230 | NONE | PC | COMMUNITY OUTREACH | $1,000 | |||||
| NCSY CENTRAL EAST REGION | ||||||||||||
| 16947 WEST 10 MILE ROAD | SOUTHFIELD | MI | 48075 | NONE | PC | EDUCATIONAL SUPPORT | $3,000 | |||||
| OHR TORAH STONE INSTITUTIONS | ||||||||||||
| 49 WEEST 45TH STREET 701 | NEW YORK | NY | 10036 | NONE | PC | COMMUNITY OUTREACH | $10,000 | |||||
| OPERATION OPEN CURTAIN | ||||||||||||
| 230 FIFTH AVE 1811 | NEW YORK | NY | 10001 | NONE | PC | EDUCATIONAL SUPPORT | $3,000 | |||||
| RIAS | ||||||||||||
| 2004 SOUTH GREEN ROAD | CLEVELAND | OH | 44121 | NONE | PC | COMMUNITY OUTREACH | $500 | |||||
| TEL AVIV UNIVERSITY | ||||||||||||
| 39 BROADWAY AVE 1510 | NEW YORK | NY | 10006 | NONE | PC | EDUCATIONAL SUPPORT | $5,500 | |||||
| UNION ORTHODOX JEWISH CONGREGATION OF AMERICA | ||||||||||||
| 11 BROADWAY AVE 1510 | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL SUPPORT | $25,000 | |||||
| YESHIVA HAKOTEL | ||||||||||||
| NONE | PC | EDUCATIONAL SUPPORT | $7,000 | PO BOX 603 | JERUSALEM | ISRAEL | IS | 91006 | ||||
| YESHIVA UNIVERSITY | ||||||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | NONE | PC | EDUCATIONAL SUPPORT | $300,000 | |||||
| YESHIVA CHOVEVEI TORAH RABBINICAL SCHOOL | ||||||||||||
| 3700 HENRY HUDSON PARKWAY | RIVERDALE | NY | 10463 | NONE | PC | EDUCATIONAL SUPPORT | $5,000 | |||||
| YESHIVA HAR EZION | ||||||||||||
| 111 GATEWAY PLACE 203 | TEANECK | NJ | 07666 | NONE | PC | EDUCATIONAL SUPPORT | $1,000 | |||||
| YESHIVAT HESDER AKKO | ||||||||||||
| NONE | PC | EDUCATIONAL SUPPORT | $10,000 | PO BOX 499 | AKKO | ISRAEL | IS | 24105 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,599,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $949,405 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,587,877 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$638,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$638,411 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | IRVING STONE OVERSIGHT TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN ROAD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $345,454 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $11,950 | Amt |
| Net Investment Income | $5,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,975 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | KEYBANK BONDS 20102300529460 | BondNm |
| EOY Book Value | $1,067,698 | EOYBookValueAmt |
| EOYFMV | $1,080,443 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN GREETINGS STOCK | $0 | $0 |
| KEYBANK 20102300529460 | $7,612,594 | $11,557,218 |
| VANGUARD FUNDS | $1,969,478 | $4,767,995 |
| BOTEL ASSET MGMT | $1,024,593 | $1,034,238 |
| NEUBERGER BERMAN | $575,548 | $820,601 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASCOT PARTNERS | $2,769 | $0 |
| PRIMUS CAPITAL FUND | $425,144 | $478,939 |
| SP CAPITAL PHIL OFFSHORE FUND | $1,300,283 | $1,307,503 |
| STERLING STAMOS LEVERED FUND | $250,000 | $249,368 |
| STERLING STAMOS GROWTH FUND | $100,000 | $132,139 |
| ARIEL FUND | $193,893 | $209,637 |
| GOLDMAN SACHS ASIA | $29,654 | $22,610 |
| GOLDMAN SACHS GSIP | $1,000,000 | $1,189,138 |
| GOLDMAN SACHS MEZZANINE | $360,000 | $356,190 |
| GOLDMAN SACHS LIQUIDITY | $6,317 | $6,317 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,667 | LegalFeesAmt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,000 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,667 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $85 | $85 | $85 | |
| ASCOT PARTNERS | $1,633 | $1,633 | $1,633 | |
| OHIO FILING FEE | $200 | $200 | ||
| PRIMUS CAPITAL FUND VI | $8,698 | $8,698 | $8,698 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc |
|---|
| AMERICAN MIDSTREAM |
| ENTERPRISE PRODUCTS |
| TARGA RESOURCES |
| KINDER MORGAN |
| ENERGY TRANSFER |
| STERLING STAMOS - PFIC INCOME |
| PRIMUS CAPITAL FUND VI |
| INERGY |
| ACCESS MIDSTREAM |
| WESTERN GAS |
| PAA NATURAL GAS |
| SOUTHCROSS |
| OILTANKING |
| BREITBURN ENERGY |
| PLAINS ALL AMERICAN |
| NEUBERGER BERMAN |
| APPLE |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AG STOCK LOAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $14,205,652 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT-KEYBANK | CategoryTxt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRVING STONE OVERSIGHT TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN ROAD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44144 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXCISE TAXES | $50,000 | $50,000 | $50,000 |
| FOREIGN TAXES | $649 | $649 | $649 |