FOCUS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOCUS FOUNDATION (EIN 31-1526199)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141369349101404
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T09:54:42-05:00 | 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 | 311526199 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOCUS FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O KEITH A BROWN | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOCU | NameControl |
| Phone | 4408925022 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2419 LAGUNA DRIVE | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DALE KUCAJ | Name |
| Title | TRUSTEE | Title |
| Phone | 4408925022 | Phone |
| Date Signed | 2011-04-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES T GORNIK CPA | Name |
| Phone | 2166743800 | Phone |
| Date Prepared | 2011-05-09 | 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 | 2123056 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 58625 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 58625 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 77389 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 77389 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5899 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 132480 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5899 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 142913 | TotalRevenueAndExpenses |
| Total Net Investment Income | 141913 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 975 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 325 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 27000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 20250 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 6750 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 833 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 215 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 200 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29348 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 21240 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7275 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 320363 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 320363 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 349711 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 21240 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 327638 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -206798 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 120673 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 237484 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 156217 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 156217 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1947500 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1820919 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1966839 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2184984 | TotalAssetsBOY |
| Total Assets EOY | 1977136 | TotalAssetsEOY |
| Total Assets EOYFMV | 2123056 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1050 | AccountsPayableBOY |
| Total Liabilities BOY | 1050 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2183934 | RetainedEarningsBOY |
| Retained Earnings EOY | 1977136 | RetainedEarningsEOY |
| Total Net Assets BOY | 2183934 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1977136 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2184984 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1977136 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2183934 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -206798 | ExcessOfRevenueOverExpenses |
| Subtotal | 1977136 | Subtotal |
| Total Net Assets Fund Balances EOY | 1977136 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 37,000 SHS CITIGROUP | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2008-05-08 | DateAcquired |
| Date Sold | 2010-08-31 | DateSold |
| Gross Sales Price | 132480 | GrossSalesPrice |
| Cost Or Other Basis | 126581 | CostOrOtherBasis |
| Gain Or Loss | 5899 | GainOrLoss |
| Gains Minus Excess Or Losses | 5899 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5899 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 99363 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1740908 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057075 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 113654 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1933478 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058782 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 291730 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2298197 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.126939 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22009 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2269991 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.009696 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 652421 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3332338 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.195785 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.448277 | TotalDistributionRatio |
| Average Distribution Ratio | 0.089655 | AverageDistributionRatio |
| Net Noncharitable Assets | 2071893 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 185756 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1207 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 186963 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 327638 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1207 | InvestmentIncomeExciseTax |
| Subtotal | 1207 | Subtotal |
| Tax Based On Investment Income | 1207 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2520 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2520 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1313 | Overpayment |
| Amount Credited To Next Year | 1313 | 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 | K BROWN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4403275009 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2419 LAGUNA DRIVE | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | 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 | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KEITH A BROWN | ||||||||
| 2419 LAGUNA DRIVE | FORT LAUDERDALE | FL | 33316 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| DALE KUCAJ | ||||||||
| 3125 CLARK PARKWAY | WESTLAKE | OH | 44145 | TRUSTEE | 3.00 | 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 | 1977257 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 126188 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2103445 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2103445 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31552 | CashDeemedCharitable |
| Net Noncharitable Assets | 2071893 | NetNoncharitableAssets |
| Minimum Investment Return | 103595 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 103595 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1207 | TaxBasedOnInvestmentIncome |
| Total Tax | 1207 | TotalTax |
| Distributable Amount Before Adj | 102388 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 102388 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 102388 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 327638 | ExpensesAndContributions |
| Qualifying Distributions | 327638 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1207 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 326431 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 102388 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 252960 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 208146 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 21086 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 14831 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 497023 | TotalExcessDistriCarryover |
| Qualifying Distributions | 327638 | QualifyingDistributions |
| Applied To Current Year | 102388 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 225250 | RemainingDistriFromCorpus |
| Total Corpus | 722273 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 252960 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 469313 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 208146 | ExcessFromYear3 |
| Excess From Year2 | 21086 | ExcessFromYear2 |
| Excess From Year1 | 14831 | ExcessFromYear1 |
| Excess From Current Year | 225250 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CO KEITH A BROWN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2419 LAGUNA DRIVE | AddressLine1 |
| City | FORT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33316 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 4408925022 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST;INCLUDE INFORMATION ABOUT THE ORGANIZATION AND DETAILS ON REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | AN ORGAINZATION UNDER 501(C)(3), 170(C), 2055(A) OR 2522(A) WITH A PREFERENCE FOR EDUCATIONAL INSTITUTIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| LAKE RIDGE ACADEMY | |||||
| 37501 CENTER RIDGE ROAD | NORTH RIDGEVILLE | OH | 44039 | EDUCATION | $70,363 |
| UNIVERSITY SCHOOL | |||||
| 20701 BRANTLEY RAOD | SHAKER HEIGHTS | OH | 44122 | EDUCATION | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 320363 | 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 | $58,625 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $77,389 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,899 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $141,913 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 141913 | 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 | $1,300 | Amount |
| Net Investment Income | 975 | NetInvestmentIncome |
| Disbursements Charitable Prps | 325 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| KEITH A BROWN |
| DALE KUCAJ |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CITIGROUP CAP XX ENHANCED TR PFD | 500000 | 508600 |
| DEUTSCH BK CAP FDG TR X | 500000 | 503000 |
| BARCLAYS BK PLC SPONSORED ADR | 500000 | 514000 |
| CITIGROUP INC DEP SH REPSTG | 123419 | 170639 |
| COUNTRYWIDE CAP V GTD CAP SECS | 197500 | 270600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| OHIO FILING FEE | 200 | 200 | |
| BANK FEES | 15 | 15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE FEES | Category |
| Amount | $27,000 | Amount |
| Net Investment Income | 20250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 6750 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX ESTIMATES | Category |
| Amount | $833 | Amount |
Comments