SAUERLAND FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAUERLAND FOUNDATION (EIN 34-1787952)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201141329349100334
- 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
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T10:20:40-05:00 | 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 | APPLE GROWTH PARTNERS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6155 ROCKSIDE RD SUITE 400 | AddressLine1 |
| City | INDEPENDENCE | City |
| State | OH | State |
| ZIP Code | 44131 | 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 | 341787952 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUERLAND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAUE | NameControl |
| Phone | 4402472881 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FALLS ROAD | AddressLine1 |
| City | CHAGRIN FALLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANZ SAUERLAND | Name |
| Title | TRUSTEE | Title |
| Phone | 4402472881 | Phone |
| Date Signed | 2011-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT G TURNER JR | Name |
| Phone | 2166743800 | Phone |
| Date Prepared | 2011-05-03 | DatePrepared |
| 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 | 4107557 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 95060 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 12 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 121622 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 121622 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 121622 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 42318 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 143644 | GrossSalesPrice |
| Total Revenue And Expenses | 259012 | TotalRevenueAndExpenses |
| Total Net Investment Income | 121634 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 121634 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1800 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 739 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 739 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 2539 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2539 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 168500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 168500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 171039 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2539 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 168500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 87973 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 119095 | NetInvestmentIncome |
| Adjusted Net Income | 121634 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 27222 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 49183 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 49183 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2880718 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2946730 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4058374 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2907940 | TotalAssetsBOY |
| Total Assets EOY | 2995913 | TotalAssetsEOY |
| Total Assets EOYFMV | 4107557 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2907940 | RetainedEarningsBOY |
| Retained Earnings EOY | 2995913 | RetainedEarningsEOY |
| Total Net Assets BOY | 2907940 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2995913 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2907940 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2995913 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2907940 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 87973 | ExcessOfRevenueOverExpenses |
| Subtotal | 2995913 | Subtotal |
| Total Net Assets Fund Balances EOY | 2995913 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 183161 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3253244 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056301 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 208316 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3727767 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055882 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 219022 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4353006 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050315 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 157900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3680261 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042905 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 137000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3177506 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043116 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.248519 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049704 | AverageDistributionRatio |
| Net Noncharitable Assets | 3823606 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 190049 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1191 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 191240 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 168500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2382 | InvestmentIncomeExciseTax |
| Subtotal | 2382 | Subtotal |
| Tax Based On Investment Income | 2382 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Tax Due | 1182 | TaxDue |
| 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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | 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 Person Name | FRANZ SAUERLAND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4402472881 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FALLS ROAD | AddressLine1 |
| City | CHAGRIN FALLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| FRANZ SAUERLAND | ||||||||
| 600 FALLS ROAD | CHAGRIN FALLS | OH | 44022 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| ELIZABETH SAUERLAND | ||||||||
| 600 FALLS ROAD | CHAGRIN FALLS | OH | 44022 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3843630 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 38203 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3881833 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3881833 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 58227 | CashDeemedCharitable |
| Net Noncharitable Assets | 3823606 | NetNoncharitableAssets |
| Minimum Investment Return | 191180 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 191180 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2382 | TaxBasedOnInvestmentIncome |
| Total Tax | 2382 | TotalTax |
| Distributable Amount Before Adj | 188798 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 188798 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 188798 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 168500 | ExpensesAndContributions |
| Qualifying Distributions | 168500 | QualifyingDistributions |
| Adj Qualifying Distributions | 168500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 188798 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 129608 | UndistributedIncomePriorYear |
| Qualifying Distributions | 168500 | QualifyingDistributions |
| Applied To Year1 | 129608 | AppliedToYear1 |
| Applied To Current Year | 38892 | AppliedToCurrentYear |
| Undistributed Income CY | 149906 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANZ SAUERLAND | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE SAUERLAND FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FALLS ROAD | AddressLine1 |
| Address Line2 | 600 FALLS ROAD | AddressLine2 |
| City | CHAGRIN FALLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4402472881 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICANTS SHOULD SUBMIT ALL REQUESTS IN LETTER FORM OUTLINING PURPOSE, USE OF FUNDS AND VERIFY 501 (C) (3) STATUS. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANY TIME | SubmissionDeadlines |
| Restrictions On Awards | FOUNDATION CONTRIBUTES ONLY TO IRC 501 (C)(3) ORGANIZATIONS OR OTHER ORGANIZATIONS QUALIFYING FOR A FOUNDATION DISTRIBUTION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| CITIZENS ACADEMY | |||||
| 1827 ANSEL ROAD | CLEVELAND | OH | 44106 | CHARITABLE CONTRIBUTION | $20,000 |
| DROP INN CENTER | |||||
| 217 W 12TH STREET | CINCINNATI | OH | 45202 | CHARITABLE CONTRIBUTION | $5,000 |
| CLEVELAND FOODBANK | |||||
| 15500 S WATERLOO ROAD | CLEVELAND | OH | 44110 | CHARITABLE CONTRIBUTION | $10,000 |
| BEACH ACRES PARENTING CEN | |||||
| 6881 BEECHMONT AVE | CINCINNATI | OH | 45230 | CHARITABLE CONTRIBUTION | $3,000 |
| FIRST STEP HOME | |||||
| 2203 FULTON AVE | CINCINNATI | OH | 45206 | CHARITABLE CONTRIBUTION | $5,000 |
| FREESTORE FOODBANK | |||||
| 1250 TENNESSEE AVE | CINCINNATI | OH | 45229 | CHARITABLE CONTRIBUTION | $5,000 |
| GEAUGA PARK DISTRICT | |||||
| 9160 ROBINSON ROAD | CHARDON | OH | 44024 | CHARITABLE CONTRIBUTION | $1,000 |
| HORIZON SCIENCE ACADEMY | |||||
| 6000 S MARGINAL ROAD | CLEVELAND | OH | 44103 | CHARITABLE CONTRIBUTION | $21,500 |
| INTERGENERATIONAL SCHOOL | |||||
| 12200 FAIRHILL ROAD | CLEVELAND | OH | 44120 | CHARITABLE CONTRIBUTION | $15,000 |
| NEW LIFE COMMUNITY | |||||
| PO BOX 201187 | CLEVELAND | OH | 44120 | CHARITABLE CONTRIBUTION | $2,000 |
| ENTERPRENEURSHIP PREP SCH | |||||
| 1417 E 36TH STREET | CLEVELAND | OH | 44114 | CHARITABLE CONTRIBUTION | $20,000 |
| PROSPECT HOUSE | |||||
| PO BOX 5117 | CINCINNATI | OH | 45205 | CHARITABLE CONTRIBUTION | $9,000 |
| PROVIDENCE HOUSE | |||||
| 2037 WEST 32ND STREET | CLEVELAND | OH | 44113 | CHARITABLE CONTRIBUTION | $10,000 |
| GEAUGA COUNTY HABITAT | |||||
| PO BOX 21 | NEWBURY | OH | 44065 | CHARITABLE CONTRIBUTION | $5,000 |
| SAINT MARTIN DE PORRES | |||||
| 6111 LAUSCHE AVE | CLEVELAND | OH | 44103 | CHARITABLE CONTRIBUTION | $20,000 |
| SHAKER SCHOOL FOUNDATION | |||||
| 15600 PARKLAND DRIVE | SHAKER HEIGHTS | OH | 44120 | CHARITABLE CONTRIBUTION | $7,000 |
| MOCA CLEVELAND | |||||
| 8501 CARNEGIE AVE | CLEVELAND | OH | 44106 | CHARITABLE CONTRIBUTION | $5,000 |
| FREE MEDICAL CLINIC | |||||
| 12201 EUCLID AVE | CLEVELAND | OH | 44106 | CHARITABLE CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 168500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $121,622 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 42318 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,634 | ExclusionAmount |
| Related Or Exempt Function Income | 42318 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 163952 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | FRANZ AND ELIZABETH SAUERLAND | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 FALLS ROAD | AddressLine1 |
| City | CHAGRIN FALLS | City |
| State | OH | State |
| ZIP Code | 44022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 95060 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 2000 I SHARES OF EEM | NoncashPropertyDescription |
| Fair Market Value | 95060 | FairMarketValue |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,800 | Amount |
| Net Investment Income | 1800 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| FRANZ SAUERLAND |
| ELIZABETH SAUERLAND |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| I SHARES - EPP | 2007-05 | PURCHASE | 2010-10 | 9126 | 9550 | -424 |
| I SHARES - EEM | 2007-05 | PURCHASE | 2010-10 | 78801 | 71574 | 7227 |
| I SHARES - EEM | 2003-11 | PURCHASE | 2010-12 | 55717 | 20202 | 35515 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | ETRADE FINANCIAL | NameOfStock |
| EOY Book Value | 2946730 | EOYBookValue |
| EOYFMV | 4058374 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| OHIO FILING FEES | $200 | 200 |
| EXCISE TAX | $539 | 539 |