FURP.ORG / PUBLIC DATA EXPLORER

SAUERLAND FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SAUERLAND FOUNDATION (EIN 34-1787952)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-14
IRS object ID
201241359349102014
Schema version
2011v1.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-14T15:17:00-04:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1TURNER AND COMPANY INCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11 OUTPOST LANEAddressLine1
CityHilton Head IslandCity
StateSCState
ZIP Code29928ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN341787952EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SAUERLAND FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSAUENameControl

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 FALLS ROADAddressLine1
CityCHAGRIN FALLSCity
StateOHState
ZIP Code44022ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameFRANZ SAUERLANDName
TitleTRUSTEETitle
Phone4402472881Phone
Date Signed2012-05-01DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameROBERT G TURNER JRName
Phone2163460037Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY3649466FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss100764ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss19InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm19InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm19InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss145279DividendsRevAndExpnss
Dividends Net Invst Incm145279DividendsNetInvstIncm
Dividends Adj Net Incm145279DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss12432NetGainSaleAssetsRevAndExpnss
Gross Sales Price90556GrossSalesPrice
Capital Gain Net Incm Net Invst Incm12432CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses258494TotalRevenueAndExpenses
Total Net Investment Income157730TotalNetInvestmentIncome
Total Adjusted Net Income145298TotalAdjustedNetIncome
Accounting Fees Rev And Expnss1650AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1650AccountingFeesNetInvstIncm
Taxes Rev And Expnss400TaxesRevAndExpnss
Taxes Net Invst Incm400TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss2050TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm2050TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss150000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps150000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss152050TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm2050TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps150000TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses106444ExcessOfRevenueOverExpenses
Net Investment Income155680NetInvestmentIncome
Adjusted Net Income145298AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY49183CashBOY
Cash EOY25763CashEOY
Cash EOYFMV25763CashEOYFMV
Investments Corp Stock BOY2946730InvestmentsCorpStockBOY
Investments Corp Stock EOY3072912InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3623703InvestmentsCorpStockEOYFMV
Total Assets BOY2995913TotalAssetsBOY
Total Assets EOY3098675TotalAssetsEOY
Total Assets EOYFMV3649466TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY2995913CapitalStockBOY
Retained Earnings EOY3098675RetainedEarningsEOY
Total Net Assets BOY2995913TotalNetAssetsBOY
Total Net Assets EOY3098675TotalNetAssetsEOY
Total Liabilities Net Assets BOY2995913TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY3098675TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2995913TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses106444ExcessOfRevenueOverExpenses
Subtotal3102357Subtotal
Other Decreases3682OtherDecreases
Total Net Assets Fund Balances EOY3098675TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
UNILEVERP2009-07-242011-10-111276119151084610846
UNILEVERP2005-12-142011-10-11159403941554615546
ISHARES TR FTSE CHINAP2005-12-142011-10-176185575815-13960-13960
FieldValueIRS element (for citing)
Capital Gain Net Income12432CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1188798QualifyingDistributionsYear1
Noncharitable Assets Year13823606NoncharitableAssetsYear1
Distribution Ratio Year10.049377DistributionRatioYear1
Qualifying Distributions Year2183161QualifyingDistributionsYear2
Noncharitable Assets Year23253244NoncharitableAssetsYear2
Distribution Ratio Year20.056301DistributionRatioYear2
Qualifying Distributions Year3208316QualifyingDistributionsYear3
Noncharitable Assets Year33727767NoncharitableAssetsYear3
Distribution Ratio Year30.055882DistributionRatioYear3
Qualifying Distributions Year4219022QualifyingDistributionsYear4
Noncharitable Assets Year44353006NoncharitableAssetsYear4
Distribution Ratio Year40.050315DistributionRatioYear4
Qualifying Distributions Year5157900QualifyingDistributionsYear5
Noncharitable Assets Year53680261NoncharitableAssetsYear5
Distribution Ratio Year50.042905DistributionRatioYear5
Total Distribution Ratio0.25478TotalDistributionRatio
Average Distribution Ratio0.050956AverageDistributionRatio
Net Noncharitable Assets3820333NetNoncharitableAssets
Adjusted Noncharitable Assets194669AdjustedNoncharitableAssets
One Percent Net Investment Income1557OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One196226AdjNonchrtblAssetsAndOnePct
Qualifying Distributions150000QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax3114InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3114Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3114TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2500EstTaxPaymentsAndOverpayment
Total Credits And Payments2500TotalCreditsAndPayments
Tax Due614TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Books In Care Of Person NameFRANZ SAUERLANDBooksInCareOfPersonName
Books In Care Of Phone Number4402472881BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1600 FALLS ROADAddressLine1
CityCHAGRIN FALLSCity
StateOHState
ZIP Code44022ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Undistr Income4942a2 Not AppliedfalseUndistrIncome4942a2NotApplied
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
FRANZ SAUERLAND
600 FALLS ROADCHAGRIN FALLSOH44022TRUSTEE2000
ELIZABETH SAUERLAND
600 FALLS ROADCHAGRIN FALLSOH44022TRUSTEE2000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities3841038AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances37473AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3878511TotalFMVOfUnusedAssets
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3878511AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable58178CashDeemedCharitable
Net Noncharitable Assets3820333NetNoncharitableAssets
Minimum Investment Return191017MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return191017MinimumInvestmentReturn
Tax Based On Investment Income3114TaxBasedOnInvestmentIncome
Total Tax3114TotalTax
Distributable Amount Before Adj187903DistributableAmountBeforeAdj
Distributable Amount Before Ded187903DistributableAmountBeforeDed
Distributable Amount As Adjusted187903DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions150000ExpensesAndContributions
Qualifying Distributions150000QualifyingDistributions
Adj Qualifying Distributions150000AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted187903DistributableAmountAsAdjusted
Undistributed Income Prior Year149906UndistributedIncomePriorYear
Qualifying Distributions150000QualifyingDistributions
Applied To Year1149906AppliedToYear1
Applied To Current Year94AppliedToCurrentYear
Undistributed Income CY187809UndistributedIncomeCY

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameSAUERLAND FOUNDATIONRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1600 FALLS ROADAddressLine1
CityCHAGRIN FALLSCity
StateOHState
ZIP Code44022ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number4402472881RecipientPhoneNumber
Form And Info And MaterialsREQUEST MAY BE MADE BY PROVIDING INFORMATION REGARDING THE CHARITY PURPOSE OF CHARITY AND OTHER PERTINENT INFORMATIONFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNO RESTRICTIONS OR LIMITATIONS ON AWARDS EXIST EXCEPT APPLICANT MUST BE A QUALIFIED CHARITYRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
CLEVELAND FOODBANK
15500 S WATERLOO ROADCLEVELANDOH44110DONATION$10,000
DROP INN CENTER
217 W 12TH STREETCINCINNATIOH45202DONATION$5,000
FIRST STEP HOME
2203 FULTON AVENUECINCINNATIOH45206DONATION$5,000
FREE MEDICAL CLINIC
12201 EUCLID AVENUECLEVELANDOH44106DONATION$20,000
FREESTORE FOODBANK
1141 CENTRAL PARKWAYCINCINNATIOH45202DONATION$2,000
FRIENDS OF BREAKTHROUGH
1417 E 36TH STREETCLEVELANDOH44114DONATION$34,000
GATEWAY ACTION
124 COLLEGE STREETWEST LIBERTYKY41472DONATION$1,000
GEAUGA COUNTY HABITAT
PO BOX 21NEWBURYOH44065DONATION$2,000
GEAUGA PARK DISTRICT
9160 ROBINSON ROADCHARDONOH44024DONATION$1,000
HORIZON SCIENCE ACADEMY
6000 S MARGINAL ROADCLEVELANDOH44103DONATION$30,000
PROSPECT HOUSE
PO BOX 5117CINCINNATIOH45205DONATION$7,000
SAINT MARTIN HIGH SCHOOL
6111 LAUSCHE AVENUECLEVELANDOH44103DONATION$10,000
SHAKER SCHOOLS FOUNDATION
156 PARKLAND DRIVECLEVELANDOH44120DONATION$10,000
UNITED WAY
1331 EUCLID AVENUECLEVELANDOH44115DONATION$3,000
WESTERN RESERVE LAND CONSERVAN
PO BOX 314NOVELTYOH44072DONATION$10,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year150000TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$19ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$145,279ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Related Or Exempt Function Income12432RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$145,298ExclusionAmount
Related Or Exempt Function Income12432RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA157730TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualFRANZ SAUERLANDContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1600 FALLS ROADAddressLine1
CityCHAGRIN FALLSCity
StateOHState
ZIP Code44022ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions100764AggregateContributions
Person Contribution TypeXPersonContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description1200 SHARES EXXONNoncashPropertyDescription
Fair Market Value100764FairMarketValue
Date Received2011-12-31DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryAPPLE GROWTH PARTNERSCategory
Amount$1,650Amount
Net Investment Income1650NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockETRADE FINANCIALNameOfStock
EOY Book Value3072912EOYBookValue
EOYFMV3623703EOYFMV

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionINCOME TAXES PAIDDescription
Amount$3,682Amount

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategorySTATE OF OHIOCategory
Amount$400Amount
Net Investment Income400NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps