SHAUGHNESSY FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHAUGHNESSY FAMILY FOUNDATION (EIN 20-5428903)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-19
- IRS object ID
- 201302009349100205
- Schema version
- 2012v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-19T13:15:15-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST CLAIR ADVISORS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 PARKLAND BLVD SUITE 303 | AddressLine1 |
| City | MAYFIELD HEIGHTS | City |
| State | OH | State |
| ZIP Code | 441246129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205428903 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAUGHNESSY FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARK A MIHALIK CPA | InCareOfName |
| Name Control | SHAU | NameControl |
| Phone | 2169255674 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37699 CEDAR ROAD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | GATES MILLS | City |
| State | OH | State |
| ZIP Code | 44040 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL R SHAUGHNESSY | Name |
| Title | PRESIDENT | Title |
| Phone | 2169255674 | Phone |
| Date Signed | 2013-07-11 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A MIHALIK | Name |
| Phone | 2169255674 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1649838 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 184674 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 42351 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42351 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 68976 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 813404 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 68976 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 296001 | TotalRevenueAndExpenses |
| Total Net Investment Income | 111327 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Other Prof Fees Rev And Expnss | 4775 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2388 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2388 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3200 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3000 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 200 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7975 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5388 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2588 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 515000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 515000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 522975 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5388 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 517588 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -226974 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 105939 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 71110 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 186146 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 186146 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1510864 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1243887 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1294736 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 226548 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 150925 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 168956 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1808522 | TotalAssetsBOY |
| Total Assets EOY | 1580958 | TotalAssetsEOY |
| Total Assets EOYFMV | 1649838 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1808522 | RetainedEarningsBOY |
| Retained Earnings EOY | 1580958 | RetainedEarningsEOY |
| Total Net Assets BOY | 1808522 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1580958 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1808522 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1580958 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1808522 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -226974 | ExcessOfRevenueOverExpenses |
| Subtotal | 1581548 | Subtotal |
| Other Decreases | 590 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1580958 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| 230.977 BLACKROCK EQTY DIV FD | P | 2012-11-09 | 4492 | 3778 | 714 | 714 | |
| 26.778 COLUMBIA MARSICO GROWTH | P | 2012-09-06 | 619 | 576 | 43 | 43 | 2012-06-19 |
| 60.054 DODGE & COX INTL STK FD | P | 2012-11-09 | 1949 | 1990 | -41 | -41 | 2011-12-20 |
| 36.334 HARBOR INTERNATIONAL FD | P | 2012-11-09 | 2124 | 1975 | 149 | 149 | 2011-12-16 |
| 9.469 HARDING LOEVNER EMG MKTS | P | 2012-11-09 | 465 | 423 | 42 | 42 | 2011-12-19 |
| 2672.000 PIMCO TOTAL RETURN FD | P | 2012-05-22 | 29982 | 29004 | 978 | 978 | 2011-10-19 |
| 1530.000 ASTON TAMRO SMALL CAP | P | 2012-05-22 | 29978 | 31012 | -1034 | -1034 | 2010-08-31 |
| 75,000 BEAR STEARNS 5.35% | P | 2012-02-01 | 75000 | 75000 | 2010-08-27 | ||
| 9808.475 BLACKROCK EQTY DIV FD | P | 2012-11-09 | 190750 | 160410 | 30340 | 30340 | |
| 9298.001 COLUMBIA MARSICO GWTH | P | 2012-09-06 | 214877 | 200026 | 14851 | 14851 | 2011-03-25 |
| 2289.026 DODGE & COX INTL STK | P | 2012-11-09 | 74277 | 75864 | -1587 | -1587 | |
| 1399.121 HARBOR INTL. FD | P | 2012-11-09 | 81782 | 76067 | 5715 | 5715 | |
| 1124.113 HARDING LOEVNER EMRG | P | 2012-11-09 | 55160 | 50192 | 4968 | 4968 | |
| 475.000 VANGUARD BOND INDEX FD | P | 2012-05-22 | 39904 | 38111 | 1793 | 1793 | 2011-01-18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 68976 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 90396 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1879846 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048087 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 103735 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1778130 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058339 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 90718 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1682347 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053923 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 107532 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1949298 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055164 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 10563 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2067745 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.005108 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.220621 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044124 | AverageDistributionRatio |
| Net Noncharitable Assets | 1861007 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 82115 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1059 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 83174 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 517588 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1059 | InvestmentIncomeExciseTax |
| Subtotal | 1059 | Subtotal |
| Tax Based On Investment Income | 1059 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1146 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 3146 | TotalCreditsAndPayments |
| Overpayment | 2087 | Overpayment |
| Amount Credited To Next Year | 2087 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK A MIHALIK CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2169255674 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 PARKLAND BOULEVARD 303 | AddressLine1 |
| City | MAYFIELD HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MICHAEL R SHAUGHNESSY | ||||||||
| 37699 CEDAR ROAD | GATES MILLS | OH | 44040 | TRUSTEE/PRESIDENT | 0 | 0 | 0 | 0 |
| MARIAN K SHAUGHNESSY | ||||||||
| 37699 CEDAR ROAD | GATES MILLS | OH | 44040 | TRUSTEE/VICE PRESIDENT | 0 | 0 | 0 | 0 |
| ANNE E SHAUGHNESSY | ||||||||
| 1001 HURON ROAD 605 | CLEVELAND | OH | 44115 | TRUSTEE/SECRETARY | 0 | 0 | 0 | 0 |
| KATHERINE T SHAUGHNESSY | ||||||||
| 1001 HURON ROAD 605 | CLEVELAND | OH | 44115 | TRUSTEE/TREASURER | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1777511 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 111836 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1889347 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1889347 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28340 | CashDeemedCharitable |
| Net Noncharitable Assets | 1861007 | NetNoncharitableAssets |
| Minimum Investment Return | 93050 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93050 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1059 | TaxBasedOnInvestmentIncome |
| Total Tax | 1059 | TotalTax |
| Distributable Amount Before Adj | 91991 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 91991 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 91991 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 517588 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 517588 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1059 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 516529 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 91991 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 58683 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 517588 | QualifyingDistributions |
| Applied To Year1 | 58683 | AppliedToYear1 |
| Applied To Current Year | 91991 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 366914 | RemainingDistriFromCorpus |
| Total Corpus | 366914 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 366914 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 366914 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL R SHAUGHNESSY | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARK MIHALIK-CO ST CLAIR ADVISORS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 PARKLAND BLVD SUITE 303 | AddressLine1 |
| City | MAYFIELD HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2169255674 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NOTRE DAME COLLEGE | |||||||
| 4545 COLLEGE ROAD | SOUTH EUCLID | OH | 44121 | N/A | N/A | ANNUAL FUND | $165,000 |
| CATHOLIC COMMUNITY FOUNDATION | |||||||
| 1404 EAST NINTH STREET | CLEVELAND | OH | 44114 | N/A | N/A | ROOTED IN FAITH | $350,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 515000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,351 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $68,976 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,327 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 111327 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | MICHAEL R SHAUGHNESSY | 37699 CEDAR ROAD | GATES MILLS | OH | 44040 | 18007 | X |
| 2 | MICHAEL R SHAUGHNESSY | 37699 CEDAR ROAD | GATES MILLS | OH | 44040 | 166667 | X |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SCHWAB #8605-7133 | NameOfBond |
| EOY Book Value | 150925 | EOYBookValue |
| EOYFMV | 168956 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SCHWAB #8605-7133 (OTHER) | 555825 | 582350 |
| SCHWAB #8605-7133 (MUT. FUNDS) | 688062 | 712386 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX DIFFERENCE | Description |
| Amount | $590 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT & ADVISOR FEES | Category |
| Amount | $4,775 | Amount |
| Net Investment Income | 2388 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2388 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| 2011 OHIO FILING FEE | $200 | 200 | |
| 2011 EXTENSION PAYMENT | $3,000 | 3000 |
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