AVRUM KATZ FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AVRUM KATZ FOUNDATION (EIN 34-1471066)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201133189349100433
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T14:35:42-06:00 | 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 | HOWARD WERSHBALE & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23240 CHAGRIN BLVD | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441225450 | 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 | 341471066 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVRUM KATZ FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AVRU | NameControl |
| Phone | 2167063956 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 public square | AddressLine1 |
| City | cleveland | City |
| State | OH | State |
| ZIP Code | 441142302 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | missia vaselaney | Name |
| Title | president | Title |
| Date Signed | 2011-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary Eileen Vitale CPA | Name |
| Phone | 2168311200 | 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 | 2230068 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 145 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 145 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 0 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 89248 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 89248 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -43587 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3178718 | GrossSalesPrice |
| Other Income Rev And Expnss | -15579 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -370 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 30227 | TotalRevenueAndExpenses |
| Total Net Investment Income | 89023 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Oth Empl Slrs Wgs Rev And Expnss | 115641 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 115641 | OthEmplSlrsWgsNetInvstIncm |
| Pension Empl Bnft Rev And Expnss | 3101 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 3101 | PensionEmplBnftNetInvstIncm |
| Legal Fees Rev And Expnss | 15549 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 15549 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8820 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 8820 | TaxesNetInvstIncm |
| Occupancy Rev And Expnss | 3914 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 3914 | OccupancyNetInvstIncm |
| Other Expenses Rev And Expnss | 34658 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 34658 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 181683 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 181683 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 215000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 215000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 396683 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 181683 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 215000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -366456 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 168290 | CashBOY |
| Cash EOY | 28491 | CashEOY |
| Cash EOYFMV | 28491 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 114258 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 49512 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 49512 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 200 | AccountsReceivable |
| Accounts Receivable BOY | 3100 | AccountsReceivableBOY |
| Accounts Receivable EOY | 200 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 200 | AccountsReceivableEOYFMV |
| Investments Govt Oblig BOY | 1214686 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 0 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 0 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 356341 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1790174 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1893138 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 192331 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 50000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 50000 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1495086 | InvestmentsOtherBOY |
| Investments Other EOY | 1257758 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 208727 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3544092 | TotalAssetsBOY |
| Total Assets EOY | 3176135 | TotalAssetsEOY |
| Total Assets EOYFMV | 2230068 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3544092 | CapitalStockBOY |
| Capital Stock EOY | 3176135 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 3544092 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3176135 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3544092 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3176135 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3544092 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -366456 | ExcessOfRevenueOverExpenses |
| Other Increases | 5000 | OtherIncreases |
| Subtotal | 3182636 | Subtotal |
| Other Decreases | 6501 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3176135 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Date SoldDateSold |
|---|---|---|---|---|---|---|
| SHORT-TERM CAPITAL GAINS -DETAIL ON FILE | 2796135 | 2826371 | -30236 | -30236 | ||
| LONG TERM CAPITAL GAINS - DETAIL ON FILE | 376989 | 395934 | -18945 | -18945 | ||
| CAPITAL GAIN DISTRIBUTIONS | 5594 | 5594 | 5594 | 2001-01-01 | 2010-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -43587 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 250000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3131659 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07983 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 346880 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4051641 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.085615 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 298879 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4093545 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.073012 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 449465 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4022705 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.111732 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 290770 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4091813 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.071061 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.42125 | TotalDistributionRatio |
| Average Distribution Ratio | 0.08425 | AverageDistributionRatio |
| Net Noncharitable Assets | 3172310 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 267267 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 267267 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 215000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
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 | 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 | SUSAN KUROWSKI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8668493598 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 226 | AddressLine1 |
| City | WICKLIFFE | City |
| State | OH | State |
| ZIP Code | 440920226 | 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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| missia h vaselaney | ||||||||
| 200 public square | cleveland | OH | 441142302 | president | 1.0 | 0 | 0 | 0 |
| bennett yanowitz - deceased | ||||||||
| 200 public square | cleveland | OH | 441142302 | trustee | 1.0 | 0 | 0 | 0 |
| kerry chelm | ||||||||
| 200 public square | cleveland | OH | 441142302 | trustee | 1.0 | 0 | 0 | 0 |
| michael r donaldson | ||||||||
| 200 public square | cleveland | OH | 441142302 | trustee | 1.0 | 0 | 0 | 0 |
| mark r stornes | ||||||||
| 200 public square | cleveland | OH | 441142302 | trustee | 1.0 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN KUROWSKI | 200 PUBLIC SQUARE SUITE 3500 | CLEVELAND | OH | 441142302 | 0 | 40.0 | 59022 | 0 | 0 |
| BRETT BERKOBEIN | 200 PUBLIC SQUARE SUITE 3500 | CLEVELAND | OH | 441142302 | 0 | 40.0 | 56619 | 2680 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 2 | TotNumberOfOthEmplPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3004361 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 216258 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3220619 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3220619 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 48309 | CashDeemedCharitable |
| Net Noncharitable Assets | 3172310 | NetNoncharitableAssets |
| Minimum Investment Return | 158616 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 158616 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 158616 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 158616 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 158616 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 215000 | 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 | 215000 | QualifyingDistributions |
| Adj Qualifying Distributions | 215000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 158616 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 294175 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 452750 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 302380 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 144298 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 99729 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1293332 | TotalExcessDistriCarryover |
| Qualifying Distributions | 215000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 158616 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 56384 | RemainingDistriFromCorpus |
| Total Corpus | 1349716 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 294175 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1055541 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 452750 | ExcessFromYear4 |
| Excess From Year3 | 302380 | ExcessFromYear3 |
| Excess From Year2 | 144298 | ExcessFromYear2 |
| Excess From Year1 | 99729 | ExcessFromYear1 |
| Excess From Current Year | 56384 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PETS FOR THE ELDERLY FOUNDATION | |||||||
| PO BOX 226 | WICKLIFFE | OH | 44092 | RELATED | PUBLIC CHARITY | PROGRAM SUPPORT | $135,000 |
| STARLIGHT FOUNDATION | |||||||
| PO BOX 970320 | COCONUT CREEK | FL | 33097 | UNRELATED | PUBLIC CHARITY | PROGRAM SUPPORT | $80,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 215000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $145 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $89,248 | 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 | -$43,587 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| INCOME (LOSS) FROM PASS THROUGH INVESTMENTS | 16 | -$99,104 |
| IRA DISTRIBUTIONS - SANFORD BERNSTEIN | 14 | $83,525 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,227 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30227 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3, 4 | ALL INCOME IS FROM INVESTMENT ACTIVITY AND IS AVAILABLE FOR |
| 8,11 | DISTRIBUTION TO QUALIFIED CHARITABLE ORGANIZATIONS. |
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 | true | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETS FOR THE ELDERLY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | 501(C)(3) | TypeOfOrganization |
| Description Of Relationship | COMMON DIRECTORS | DescriptionOfRelationship |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE BONDS | 0 | 0 |
| COMPLEX SECURITIES | 0 | 0 |
| ISRAEL SAVINGS BONDS | 50000 | 50000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SANFORD BERNSTEIN INVESTMENTS | 1790174 | 1893138 |
| AGENCIES | 0 | 0 |
| GOVERNMENT MORTGAGE BACKED | 0 | 0 |
| CORPORATE MORTGAGE BACKED | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PARTNERSHIPS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1257758 | BookValue |
| EOYFMV | 208727 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $15,549 | Amount |
| Net Investment Income | 15549 | NetInvestmentIncome |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX EXPENSE | Description |
| Amount | $6,501 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| OFFICE EXPENSE | 1804 | 1804 |
| INVESTMENT MANAGEMENT FEES | 12021 | 12021 |
| OTHER MISCELLANEOUS EXPENSE | 5045 | 5045 |
| TRUSTEE FEES | 15788 | 15788 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| covenant aggressive fund | -243157 | -4563 |
| phoenix lake partners | 4193 | 4193 |
| avrum katz 6th restatement of trust | 139860 | |
| IRA DISTRIBUTIONS - SANFORD BERNSTEIN | 83525 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX REFUND | Description |
| Amount | $5,000 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PAYROLL TAXES | $8,569 | 8569 |
| FOREIGN TAXES | $51 | 51 |
| OHIO CHARITABLE FILING | $200 | 200 |
Comments