SHAUGHNESSY FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SHAUGHNESSY FAMILY FOUNDATION (EIN 20-5428903)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201223139349100307
- Schema version
- 2011v1.3
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T10:25:29-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 |
| 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 |
| Date Signed | 2012-09-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK A MIHALIK | Name |
| Phone | 2169255670 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1792643 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 344 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 46768 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 46768 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 138719 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 960263 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 138719 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 185831 | TotalRevenueAndExpenses |
| Total Net Investment Income | 185487 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 5437 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2719 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2718 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 745 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 545 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 6182 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3264 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2718 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 89500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 89500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95682 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3264 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 92218 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 90149 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 182223 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 157584 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 71110 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 71110 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 75551 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1185545 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1510864 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1476049 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 302447 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 226548 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 245484 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1721127 | TotalAssetsBOY |
| Total Assets EOY | 1808522 | TotalAssetsEOY |
| Total Assets EOYFMV | 1792643 | 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 | 1721127 | RetainedEarningsBOY |
| Retained Earnings EOY | 1808522 | RetainedEarningsEOY |
| Total Net Assets BOY | 1721127 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1808522 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1721127 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1808522 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1721127 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 90149 | ExcessOfRevenueOverExpenses |
| Subtotal | 1811276 | Subtotal |
| Other Decreases | 2754 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1808522 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| SCHWAB (MAIN) #8605-7133 - SEE STMT ATTACHED | P | 2011-12-31 | 101079 | 99484 | 1595 | 1595 |
| SCHWAB (MAIN) #8605-7133 - SEE STMT ATTACHED | P | 2011-12-31 | 174975 | 173381 | 1594 | 1594 |
| SCHWAB (ATALANTA SOSNOFF) #9833-5980 - SEE STMT ATTACHED | P | 2011-12-31 | 413366 | 389681 | 23685 | 23685 |
| SCHWAB (ATALANTA SOSNOFF) #9833-5980 - SEE STMT ATTACHED | P | 2011-12-31 | 256018 | 158998 | 97020 | 97020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 138719 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 103735 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1778130 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058339 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 90718 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1682347 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.053923 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 107532 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1949298 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055164 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10563 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2067745 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.005108 | DistributionRatioYear4 |
| Noncharitable Assets Year5 | 164167 | NoncharitableAssetsYear5 |
| Total Distribution Ratio | 0.172534 | TotalDistributionRatio |
| Average Distribution Ratio | 0.034507 | AverageDistributionRatio |
| Net Noncharitable Assets | 1879846 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 64868 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1822 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 66690 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 92218 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1822 | InvestmentIncomeExciseTax |
| Subtotal | 1822 | Subtotal |
| Tax Based On Investment Income | 1822 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 3000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 32 | PenaltyForUnderpayment |
| Overpayment | 1146 | Overpayment |
| Amount Credited To Next Year | 1146 | 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 |
|---|---|---|---|---|---|---|
| MICHAEL R SHAUGHNESSY | ||||||
| 37699 CEDAR ROAD | GATES MILLS | OH | 44040 | TRUSTEE/PRESIDENT | 0 | 0 |
| MARIAN K SHAUGHNESSY | ||||||
| 37699 CEDAR ROAD | GATES MILLS | OH | 44040 | TRUSTEE/VICE PRESIDENT | 0 | 0 |
| ANNE E SHAUGHNESSY | ||||||
| 37699 CEDAR ROAD | GATES MILLS | OH | 44040 | TRUSTEE/SECRETARY | 0 | 0 |
| KATHERINE T SHAUGHNESSY | ||||||
| 37699 CEDAR ROAD | GATES MILLS | OH | 44040 | TRUSTEE/TREASURER | 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 | 1816013 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 92460 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1908473 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1908473 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28627 | CashDeemedCharitable |
| Net Noncharitable Assets | 1879846 | NetNoncharitableAssets |
| Minimum Investment Return | 93992 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93992 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1822 | TaxBasedOnInvestmentIncome |
| Total Tax | 1822 | TotalTax |
| Distributable Amount Before Adj | 92170 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 92170 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 92170 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 92218 | 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 | 92218 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1822 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 90396 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 92170 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 58731 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 92218 | QualifyingDistributions |
| Applied To Year1 | 58731 | AppliedToYear1 |
| Applied To Current Year | 33487 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 58683 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | 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 | K 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WESTERN RESERVE LAND CONSERVANCY | |||||||
| PO BOX 314 | NOVELTY | OH | 44072 | N/A | N/A | WHITE NORTH STABLES | $50,000 |
| GREATER CLEVELAND SQUASH | |||||||
| 29825 CHAGRIN BOULEVARD | CLEVLAND | OH | 44124 | N/A | N/A | URBAN SQUASH | $17,000 |
| GREATER CLEVELAND SQUASH | |||||||
| 29825 CHAGRIN BOULEVARD | CLEVELAND | OH | 44124 | N/A | N/A | WISPA | $10,000 |
| GREATER CLEVELAND SQUASH | |||||||
| 29825 CHAGRIN BOULEVEARD | CLEVELAND | OH | 44124 | N/A | N/A | CSC PRO-EVENT | $1,000 |
| NOTRE DAME COLLEGE | |||||||
| 4545 COLLEGE ROAD | SOUTH EUCLID | OH | 44121 | N/A | N/A | ANNUAL FUND | $10,000 |
| NOTRE DAME COLLEGE | |||||||
| 4545 COLLEGE ROAD | SOUTH EUCLID | OH | 44124 | N/A | N/A | MEDAL DINNER | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 89500 | 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 | $46,768 | 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 | $138,719 | 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 | $185,487 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 185487 | 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 |
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 | 226548 | EOYBookValue |
| EOYFMV | 245484 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SCHWAB #8605-7133 (OTHER) | 396890 | 390987 |
| SCHWAB #8605-7133 (MUT. FUNDS) | 1113974 | 1085062 |
| SCHWAB #9833-5980 (EQUITIES) | 0 | 0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 0 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 0 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BOOK/TAX DIFFERENCE | Description |
| Amount | $2,754 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT & ADVISOR FEES | Category |
| Amount | $5,437 | Amount |
| Net Investment Income | 2719 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2718 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES PAID | $545 | 545 |
| 2010 OHIO FILING FEE | $200 |
Comments