DANIEL & ETHEL HAMBURGER MUSIC FUND: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL & ETHEL HAMBURGER MUSIC FUND (EIN 20-3203451)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-09-15
- IRS object ID
- 201122629349100702
- Schema version
- 2010v3.4
- 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 | 2011-09-15T15:39:55-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-07-01 | 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 | 2011-09-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GABOR ADLER | Name |
| Phone | 2168310733 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1032107 | 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 | 20479 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20479 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3868 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 41205 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3868 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2718 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2718 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 27065 | TotalRevenueAndExpenses |
| Total Net Investment Income | 27065 | 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 | 3965 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1983 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1982 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 10997 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 10997 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 40 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1356 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1256 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 100 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 22358 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14236 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2082 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 117000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 117000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 139358 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14236 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 119082 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -112293 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12829 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 83790 | CashBOY |
| Cash EOY | 5087 | CashEOY |
| Cash EOYFMV | 5087 | CashEOYFMV |
| Investments Corp Stock BOY | 984270 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 950680 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1027020 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1068060 | TotalAssetsBOY |
| Total Assets EOY | 955767 | TotalAssetsEOY |
| Total Assets EOYFMV | 1032107 | 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 | -575748 | RetainedEarningsBOY |
| Retained Earnings EOY | -688041 | RetainedEarningsEOY |
| Total Net Assets BOY | 1068060 | TotalNetAssetsBOY |
| Total Net Assets EOY | 955767 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1068060 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 955767 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1068060 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -112293 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 955767 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 955767 | 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 | 1203 | 1203 | 1203 | |||
| VANGUARD SHORT TERM BOND INDEX FUND | P | 20000 | 1335 | 1335 | 2005-11-22 | 2011-06-09 | 18665 |
| VANGUARD GNMA FUND INVESTORS | P | 20000 | 1328 | 1328 | 2005-11-22 | 2011-06-09 | 18672 |
| FRONTIER COMMUNICATIONS | P | 2 | 2 | 2 | 2010-07-13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3868 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 108457 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1062837 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.102045 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 108797 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1097399 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.099141 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 162495 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1575868 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.103115 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 159404 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1627810 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.097925 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69840 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1683461 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041486 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.443712 | TotalDistributionRatio |
| Average Distribution Ratio | 0.088742 | AverageDistributionRatio |
| Net Noncharitable Assets | 1075599 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 95451 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 128 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 95579 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 119082 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 128 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 128 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 128 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 249 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 249 | TotalCreditsAndPayments |
| Overpayment | 121 | Overpayment |
| Amount Credited To Next Year | 121 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| 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 | 976442 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 115537 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1091979 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1091979 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16380 | CashDeemedCharitable |
| Net Noncharitable Assets | 1075599 | NetNoncharitableAssets |
| Minimum Investment Return | 53780 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 53780 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 128 | TaxBasedOnInvestmentIncome |
| Income Tax For This Year | 77 | IncomeTaxForThisYear |
| Total Tax | 205 | TotalTax |
| Distributable Amount Before Adj | 53575 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 53575 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 53575 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 119082 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 119082 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 128 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 118954 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 53575 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 3888 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 79205 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 84712 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 54333 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 55491 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 277629 | TotalExcessDistriCarryover |
| Qualifying Distributions | 119082 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 53575 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 65507 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 343136 | 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 | 3888 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 339248 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 79205 | ExcessFromYear4 |
| Excess From Year3 | 84712 | ExcessFromYear3 |
| Excess From Year2 | 54333 | ExcessFromYear2 |
| Excess From Year1 | 55491 | ExcessFromYear1 |
| Excess From Current Year | 65507 | 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 (11 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 | $5,000 | ||||
| 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 | ||||
| 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 | $16,500 | ||||
| KESHET EILON | |||||||||||
| N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $15,000 | KIBBUTZ EILON | WESTERN GALILEE | IS | 22845 | ||||
| KINOR DAVID YESHIVA | |||||||||||
| N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $20,000 | ATERET | DN MODIIN | IS | 71939 | ||||
| THE ISRAEL SINFONIETTA BEER-SHEVA | |||||||||||
| N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $20,000 | HAMESHAHRERIM 12 PO BOX 6080 | BEERSHEVA | IS | 84299 | ||||
| CITYMUSIC | |||||||||||
| PO BOX 1930 | CLEVELAND | OH | 44106 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $2,500 | ||||
| CLEVELAND JAZZ ORCHESTRA | |||||||||||
| 713 LINCOLN BLVD | BEDFORD | OH | 44146 | N/A | PUBLIC | MUSIC EDUCATION AND PROGRAMS | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 117000 | 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 | $20,479 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $2,718 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,868 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $27,065 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27065 | 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 | $3,965 | Amount |
| Net Investment Income | 1983 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1982 | 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 | 149038 | 153092 |
| BRISTOL MYERS SQUIBB COMPANY | 9828 | 15928 |
| EV ENERGY PARTNERS LP COM UNITS | 8868 | 32004 |
| GENERAL ELECTRIC COMPANY | 9099 | 9430 |
| GROWTH FUND OF AMERICAN CLASS F | 100000 | 94956 |
| INVESTMENT COMPANY OF AMERICA | 110000 | 103058 |
| LORD ABBETT ALL VALUE FUND CLASS F | 100000 | 112604 |
| TEMPLETON GLOBAL BOND FUND CLASS A | 38500 | 45664 |
| THORNBURG INTERNATIONAL VALUE FUND CLASS A | 131865 | 148573 |
| VANGUARD GNMA FUND INVESTOR CLASS | 133451 | 140982 |
| VANGUARD SHORT TERM BOND INDEX FUND INVESTOR CLASS | 128947 | 135004 |
| VERIZON COMMUNICATIONS INCORPORATED | 9150 | 14147 |
| VIRTUS MID CAP VALUE FUND | 21355 | 20844 |
| FRONTIER COMMUNICATIONS CORPORATION | 579 | 734 |
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 | 1156 | 1156 | 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 | 36 | 36 | 36 |
| EV ENERGY PARTNERS - PASSTHROUGH | 2682 | 2682 | 2682 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $10,997 | Amount |
| Net Investment Income | 10997 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $40 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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