2011-11-14T14:35:42-06:00 2010-12-31 HOWARD WERSHBALE & CO 23240 CHAGRIN BLVD CLEVELAND OH 441225450 990PF 2010-01-01 341471066 AVRUM KATZ FOUNDATION AVRU 2167063956 200 public square cleveland OH 441142302 missia vaselaney 2011-11-14 true Mary Eileen Vitale CPA 2168311200 2010 2016-03-07 17:11:31Z X 2230068 X 0 145 145 0 89248 89248 -43587 3178718 -15579 -370 30227 89023 0 0 115641 115641 3101 3101 15549 15549 0 0 8820 8820 3914 3914 34658 34658 181683 181683 0 0 215000 215000 396683 181683 0 215000 -366456 0 0 168290 28491 28491 114258 49512 49512 200 3100 200 200 1214686 0 0 356341 1790174 1893138 192331 50000 50000 1495086 1257758 208727 3544092 3176135 2230068 0 0 0 X 3544092 3176135 0 0 3544092 3176135 3544092 3176135 3544092 -366456 5000 3182636 6501 3176135 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 2001-01-01 2010-12-31 5594 5594 5594 -43587 false 250000 3131659 0.07983 346880 4051641 0.085615 298879 4093545 0.073012 449465 4022705 0.111732 290770 4091813 0.071061 0.42125 0.08425 3172310 267267 0 267267 215000 0 0 0 0 0 false false false false false false false false true OH true false false false false true n/a SUSAN KUROWSKI 8668493598 PO BOX 226 WICKLIFFE OH 440920226 false false false false false false false false false false false false false false false false false false false false false missia h vaselaney 200 public square cleveland OH 441142302 1.0 0 0 0 bennett yanowitz - deceased 200 public square cleveland OH 441142302 1.0 0 0 0 kerry chelm 200 public square cleveland OH 441142302 1.0 0 0 0 michael r donaldson 200 public square cleveland OH 441142302 1.0 0 0 0 mark r stornes 200 public square cleveland OH 441142302 1.0 0 0 0 SUSAN KUROWSKI 200 PUBLIC SQUARE SUITE 3500 CLEVELAND OH 441142302 40.0 59022 0 0 BRETT BERKOBEIN 200 PUBLIC SQUARE SUITE 3500 CLEVELAND OH 441142302 40.0 56619 2680 0 2 NONE NONE 3004361 216258 0 3220619 0 3220619 48309 3172310 158616 158616 0 0 158616 158616 158616 215000 0 0 0 0 215000 215000 158616 0 2008 2007 2006 0 294175 452750 302380 144298 99729 1293332 215000 0 158616 56384 1349716 0 0 0 0 294175 1055541 452750 302380 144298 99729 56384 X PETS FOR THE ELDERLY FOUNDATION PO BOX 226 WICKLIFFE OH 44092 RELATED PUBLIC CHARITY PROGRAM SUPPORT 135000 STARLIGHT FOUNDATION PO BOX 970320 COCONUT CREEK FL 33097 UNRELATED PUBLIC CHARITY PROGRAM SUPPORT 80000 215000 14 145 14 89248 18 -43587 INCOME (LOSS) FROM PASS THROUGH INVESTMENTS 16 -99104 IRA DISTRIBUTIONS - SANFORD BERNSTEIN 14 83525 30227 30227 3, 4 ALL INCOME IS FROM INVESTMENT ACTIVITY AND IS AVAILABLE FOR 8,11 DISTRIBUTION TO QUALIFIED CHARITABLE ORGANIZATIONS. false false false false false false false false false true PETS FOR THE ELDERLY 501(C)(3) COMMON DIRECTORS CORPORATE BONDS 0 0 COMPLEX SECURITIES 0 0 ISRAEL SAVINGS BONDS 50000 50000 SANFORD BERNSTEIN INVESTMENTS 1790174 1893138 AGENCIES 0 0 GOVERNMENT MORTGAGE BACKED 0 0 CORPORATE MORTGAGE BACKED 0 0 0 0 LIMITED PARTNERSHIPS AT COST 1257758 208727 LEGAL FEES 15549 15549 FEDERAL INCOME TAX EXPENSE 6501 OFFICE EXPENSE 1804 1804 INVESTMENT MANAGEMENT FEES 12021 12021 OTHER MISCELLANEOUS EXPENSE 5045 5045 TRUSTEE FEES 15788 15788 covenant aggressive fund -243157 -4563 phoenix lake partners 4193 4193 avrum katz 6th restatement of trust 139860 IRA DISTRIBUTIONS - SANFORD BERNSTEIN 83525 FEDERAL INCOME TAX REFUND 5000 PAYROLL TAXES 8569 8569 FOREIGN TAXES 51 51 OHIO CHARITABLE FILING 200 200