DANIEL & ETHEL HAMBURGER MUSIC FUND: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL & ETHEL HAMBURGER MUSIC FUND (EIN 20-3203451)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-01
- IRS object ID
- 201303059349100405
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-01T12:33:16-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341663731 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZINNER & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29125 CHAGRIN BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441224692 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203203451 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL AND ETHEL HAMBURGER MUSIC FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DANI | NameControl |
| Phone | 2164644299 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26716 ANNESLEY ROAD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HAROLD LEVINE | Name |
| Title | PRESIDENT | Title |
| Phone | 2164644299 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GABOR ADLER | Name |
| PTIN | P00229470 | PTIN |
| Phone | 2168310733 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1033585 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 14588 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14588 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10472 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 107546 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10472 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2139 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2139 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 27199 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27199 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 6000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4050 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2025 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2025 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 9987 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9987 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 159 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2599 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 2499 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22795 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14511 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2125 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 113295 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14511 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 92625 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -86096 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12688 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 109159 | CashBOY |
| Cash EOY | 114189 | CashEOY |
| Cash EOYFMV | 114189 | CashEOYFMV |
| Investments Corp Stock BOY | 860315 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 769189 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 919396 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 969474 | TotalAssetsBOY |
| Total Assets EOY | 883378 | TotalAssetsEOY |
| Total Assets EOYFMV | 1033585 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1643808 | CapitalStockBOY |
| Capital Stock EOY | 1643808 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -674334 | RetainedEarningsBOY |
| Retained Earnings EOY | -760430 | RetainedEarningsEOY |
| Total Net Assets BOY | 969474 | TotalNetAssetsBOY |
| Total Net Assets EOY | 883378 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 969474 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 883378 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 969474 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -86096 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 883378 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 883378 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | 7546 | 7546 | 7546 | |||
| VANGUARD SHORT TERM BOND INDEX FUND | P | 52000 | 2005 | 2005 | 2005-11-22 | 2013-05-29 | 49995 |
| VANGUARD GNMA FUND INVESTOR CLASS | P | 48000 | 1257 | 1257 | 2005-11-22 | 2013-05-29 | 46743 |
| CAPITAL GAIN/LOSS - PASSTHROUGH | P | -336 | -336 | 336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10472 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 2137 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 990572 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.002157 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 118954 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1075599 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.110593 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 108457 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1062837 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.102045 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 108797 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1097399 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.099141 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 162495 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1575868 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.103115 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.417051 | TotalDistributionRatio |
| Average Distribution Ratio | 0.083410 | AverageDistributionRatio |
| Net Noncharitable Assets | 976937 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 81486 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 127 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 81613 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 92625 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 127 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 127 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 127 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 127 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | HAROLD LEVINE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2164644299 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26716 ANNESLEY ROAD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 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 |
|---|---|---|---|---|---|---|---|---|
| HAROLD LEVINE | ||||||||
| 26716 ANNESLEY ROAD | BEACHWOOD | OH | 44122 | PRESIDENT/SECRETARY/TREASU | 1.00 | 3000 | 0 | 0 |
| SANDRA LEVINE | ||||||||
| 26716 ANNESLEY ROAD | BEACHWOOD | OH | 44122 | TRUSTEE | 1.00 | 3000 | 0 | 0 |
| GABE ADLER | ||||||||
| 29125 CHAGRIN BOULEVARD 200 | BEACHWOOD | OH | 44122 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 962920 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28894 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 991814 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 991814 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14877 | CashDeemedCharitable |
| Net Noncharitable Assets | 976937 | NetNoncharitableAssets |
| Minimum Investment Return | 48847 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 48847 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 127 | TaxBasedOnInvestmentIncome |
| Total Tax | 127 | TotalTax |
| Distributable Amount Before Adj | 48720 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 48720 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 48720 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 92625 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 92625 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 127 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 92498 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 48720 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 84712 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 54333 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 55491 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 65507 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 260043 | TotalExcessDistriCarryover |
| Qualifying Distributions | 92625 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 48720 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 43905 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 303948 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 84712 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 219236 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 54333 | ExcessFromYear4 |
| Excess From Year3 | 55491 | ExcessFromYear3 |
| Excess From Year2 | 65507 | ExcessFromYear2 |
| Excess From Current Year | 43905 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | HAROLD LEVINE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26716 ANNESLEY ROAD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2164644299 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NO | SubmissionDeadlines |
| Restrictions On Awards | NO | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AKIVA | |||||||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 44122 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $6,000 | ||||
| B'NAI JESHURUN CONGREGATION | |||||||||||
| 27501 FAIRMOUNT BLVD | PEPPER PIKE | OH | 44124 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $25,000 | ||||
| BBYO | |||||||||||
| 2020 K ST NW 7TH FLOOR | WASHINGTON | DC | 20006 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $3,000 | ||||
| CLEVELAND JAZZ ORCHESTRA | |||||||||||
| 713 LINCOLN BLVD | BEDFORD | OH | 44146 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $2,500 | ||||
| FUCHS MIZRACHI SCHOOL | |||||||||||
| 2301 FENWICK ROAD | UNIVERSITY HEIGHTS | OH | 44118 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $2,500 | ||||
| HAZAMIR CHOIR | |||||||||||
| 475 RIVERSIDE DRIVE SUITE 825 | NEW YORK | NY | 10115 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $5,000 | ||||
| HILLEL AT KENT STATE UNIVERSITY | |||||||||||
| 613 E SUMMIT ST | KENT | OH | 44240 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS;LISTTOTAL 0 | $6,500 | ||||
| KESHET EILON | |||||||||||
| N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $10,000 | KIBBUTZ EILON | WESTERN GALILEE | IS | 22845 | ||||
| KINOR DAVID YESHIVA | |||||||||||
| N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $15,000 | ATERET | DN MODIIN | IS | 71939 | ||||
| THE ISRAEL SINFONIETTA BEER-SHEVA | |||||||||||
| N/A | PUBLIC | RONEIL - 10/18/13 12:14PM WORKSHEET PRIVATE FOUNDATION | $15,000 | HAMESHAHRERIM 12 PO BOX 6080 | BEERSHEVA | IS | 84299 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,588 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $2,139 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,472 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,199 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27199 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | Category |
| Amount | $4,050 | Amount |
| Net Investment Income | 2025 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2025 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMCAP FUND CLASS F - AMERICAN FUND | 152589 | 189112 |
| BRISTOL MYERS SQUIBB COMPANY | 9828 | 24580 |
| EV ENERGY PARTNERS LP COM UNITS | 5053 | 22422 |
| FRONTIER COMMUNICATIONS CORPORATION | 543 | 369 |
| GENERAL ELECTRIC COMPANY | 9099 | 11595 |
| GROWTH FUND OF AMERICAN CLASS F | 100000 | 114770 |
| INVESTMENT COMPANY OF AMERICA | 111495 | 121278 |
| LORD ABBETT FUNDAMENTAL EQUITY FUND CLASS F | 103476 | 131951 |
| TEMPLETON GLOBAL BOND FUND CLASS A | 39326 | 43339 |
| THORNBURG INTERNATIONAL VALUE FUND CLASS A | 131865 | 139062 |
| VANGUARD GNMA FUND INVESTOR CLASS | 43009 | 43450 |
| VANGUARD SHORT TERM BOND INDEX FUND INVESTOR CLASS | 32401 | 33509 |
| VERIZON COMMUNICATIONS INCORPORATED | 9150 | 19129 |
| VIRTUS MID CAP VALUE FUND | 21355 | 24830 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| DEDUCTIONS FROM PASSTHROUGH ENTITIES | 2399 | 2399 | 0 |
| OHIO FILING FEE | 200 | 100 | 100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| EV ENERGY PARTNERS - PASSTHROUGH | 43 | 43 | 43 |
| EV ENERGY PARTNERS - PASSTHROUGH | 2096 | 2096 | 2096 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $9,987 | Amount |
| Net Investment Income | 9987 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $159 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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