DOUGLAS E MITCHEL CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DOUGLAS E MITCHEL CHARITABLE FOUNDATION (EIN 01-0739379)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-31
- IRS object ID
- 201121519349100307
- Schema version
- 2010v3.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-31T09:11:49-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARD PALMER SIBBISON & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4545 HINCKLEY PARKWAY | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441096009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010739379 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Douglas E Mitchell Charitable | BusinessNameLine1 |
| Business Name Line2 | Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DOUG | NameControl |
| Phone | 2163485803 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 BANK ONE CENTER | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BERNARD KARR | Name |
| Title | Secretary | Title |
| Date Signed | 2011-05-23 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEONARD SOTT JR CPA | Name |
| Phone | 2166216100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 757272 | 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 | 17649 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17649 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 17649 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 166 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 329999 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 166 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 15644 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 17815 | TotalRevenueAndExpenses |
| Total Net Investment Income | 17815 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 33293 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 3647 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 875 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 8560 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8560 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 8560 | OtherProfFeesAdjNetIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 220 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 13302 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8560 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 8560 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 37500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 37500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 50802 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8560 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 8560 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 37500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -32987 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 9255 | NetInvestmentIncome |
| Adjusted Net Income | 24733 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 208505 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 22758 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 22758 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 416841 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 447206 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 504911 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 99912 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 222307 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 229603 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 725258 | TotalAssetsBOY |
| Total Assets EOY | 692271 | TotalAssetsEOY |
| Total Assets EOYFMV | 757272 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 725258 | UnrestrictedBOY |
| Unrestricted EOY | 692271 | UnrestrictedEOY |
| Total Net Assets BOY | 725258 | TotalNetAssetsBOY |
| Total Net Assets EOY | 692271 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 725258 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 692271 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 725258 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -32987 | ExcessOfRevenueOverExpenses |
| Subtotal | 692271 | Subtotal |
| Total Net Assets Fund Balances EOY | 692271 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (19 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| ISHARES | P | 2004-09-16 | 2010-03-15 | 75861 | 65540 | 10321 | 10321 |
| ISHARES | P | 2004-11-03 | 2010-03-15 | 16572 | 13969 | 2603 | 2603 |
| ISHARES | P | 2004-11-03 | 2010-03-15 | 13759 | 17712 | -3953 | -3953 |
| TIME WARNER | P | 2002-07-12 | 2010-09-02 | 12560 | 11174 | 1386 | 1386 |
| TIME WARNER | P | 2002-07-12 | 2010-01-25 | 4447 | 3935 | 512 | 512 |
| PHI INC | P | 2006-05-16 | 2010-03-15 | 12447 | 21090 | -8643 | -8643 |
| MILLIPORE CORP | P | 2002-07-12 | 2010-02-24 | 9335 | 3053 | 6282 | 6282 |
| MILLIPORE CORP | P | 2002-07-12 | 2000-02-14 | 21400 | 6107 | 15293 | 15293 |
| MEDICAL PROPERTIES | P | 2007-11-09 | 2010-03-15 | 11068 | 11620 | -552 | -552 |
| HERSHA HOSPITALITY | P | 2007-11-09 | 2010-01-25 | 3620 | 10220 | -6600 | -6600 |
| FLEXTRONICS INTL | P | 2007-11-09 | 2010-03-15 | 7440 | 12640 | -5200 | -5200 |
| DUKE ENERGY | P | 2002-07-12 | 2010-03-15 | 12840 | 3860 | 8980 | 8980 |
| CITIGROUP | P | 2008-08-20 | 2010-01-25 | 1660 | 8525 | -6865 | -6865 |
| CITIGROUP | P | 2002-07-12 | 2010-01-25 | 1660 | 18377 | -16717 | -16717 |
| AOL INC | P | 2002-07-12 | 2010-01-25 | 859 | 809 | 50 | 50 |
| TIME WARNER | P | 2007-12-26 | 2010-09-30 | 52830 | 50209 | 2621 | 2621 |
| CITIGROUP | P | 2005-10-06 | 2010-08-03 | 50000 | 49703 | 297 | 297 |
| FINANCIAL SECTORS SPDR | P | 2010-01-25 | 2010-09-02 | 14201 | 14400 | -199 | -199 |
| FLEXTRONICS INTL | P | 2010-01-25 | 2010-03-15 | 7440 | 6890 | 550 | 550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 166 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 15644 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 32000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 684724 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.04673 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 41267 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 817046 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05051 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47983 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 985217 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.04870 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 46000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 944451 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.04871 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 45250 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 924492 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04895 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.24360 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04872 | AverageDistributionRatio |
| Net Noncharitable Assets | 737125 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 35912 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 93 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 36005 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 37500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 93 | InvestmentIncomeExciseTax |
| Subtotal | 93 | Subtotal |
| Tax Based On Investment Income | 93 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 93 | TaxPaidWithExtension |
| Total Credits And Payments | 93 | TotalCreditsAndPayments |
| Amount Credited To Next Year | 0 | 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 |
| Form990 T Filed | false | Form990TFiled |
| 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 | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD L KARR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2163485803 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 BANK ONE CENTER | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| BERNARD KARR | ||||||
| 2100 BANK ONE CENTER | CLEVELAND | OH | 44114 | Sec- Treasurer | 0.00 | 0 |
| MATTHEW T MITCHELL | ||||||
| 8 SHANNEY BROOK COURT | PHOENIX | MD | 21131 | Vice President | 0.00 | 0 |
| MARTHA M REIDEL | ||||||
| 495 FAR HILL ROAD | WAYZATA | MN | 55391 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION'S LARGEST CHARITABLE ACTIVITY INVOLVES MAKING GIFTS, GRANTS, CONTRIBUTIONS AND SCHOLARSHIPS TO VARIOUS CHARITABLE ORGANIZATIONS AND EDUCATIONAL INSTITUTIONS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 678572 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 69778 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 748350 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 748350 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11225 | CashDeemedCharitable |
| Net Noncharitable Assets | 737125 | NetNoncharitableAssets |
| Minimum Investment Return | 36856 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36856 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 93 | TaxBasedOnInvestmentIncome |
| Total Tax | 93 | TotalTax |
| Distributable Amount Before Adj | 36763 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 36763 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 36763 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 37500 | ExpensesAndContributions |
| Qualifying Distributions | 37500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 93 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 37407 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36763 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 613 | UndistributedIncomePriorYear |
| Qualifying Distributions | 37500 | QualifyingDistributions |
| Applied To Year1 | 613 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 36763 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 124 | RemainingDistriFromCorpus |
| Total Corpus | 124 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 124 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 124 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MATTHEW T MITCHELL | ContributingManager |
| Contributing Manager | MARTHA M REIDEL | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Martha M Reidel | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 Bank One Center | AddressLine1 |
| City | Cleveland | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2163485803 | RecipientPhoneNumber |
| Form And Info And Materials | Written requests required. | FormAndInfoAndMaterials |
| Submission Deadlines | November 1 | SubmissionDeadlines |
| Restrictions On Awards | None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE HOLE IN THE WALL GANG FUND | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | PUBLIC | UNRESTRICTED | $12,000 |
| WISHES AND MORE | |||||||
| 961 HILLWIND ROAD | FRIDLEY | MN | 55432 | NONE | PUBLIC | UNRESTRICTED | $12,000 |
| BOYS GIRLS CLUBS OF CLEVELAN | |||||||
| 6114 BROADWAY AVE | CLEVELAND | OH | 44127 | NONE | PUBLIC | UNRESTRICTED | $13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 37500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $17,649 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $166 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,815 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17815 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $875 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $3,647 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| FILING FEES | 200 |
| BANK FEES | 20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment fees | Category |
| Amount | $8,560 | Amount |
| Net Investment Income | 8560 | NetInvestmentIncome |
| Adjusted Net Income | 8560 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments