THE WILL AND JAN SUKENIK: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE WILL AND JAN SUKENIK (EIN 34-1786200)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-26
- IRS object ID
- 202431179349100323
- Schema version
- 2023v5.0
- 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
- Dissolution Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-26T15:38:48-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341736265 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRAMER & BOLBACH INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23775 COMMERCE PARK RD STE 1 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441225836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341786200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILL AND JAN SUKENIK | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2164640269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3323 BREMERTON ROAD | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILBERT SUKENIK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4405524671 | PhoneNum |
| Signature | 2024-03-27 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILBERT | PersonFirstNm |
| Person Last | SUKENIK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NEIL M TRAMER | PreparerPersonNm |
| PTIN | P00635016 | PTIN |
| Phone | 2167658110 | PhoneNum |
| Preparation | 2024-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $25,316 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,316 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,316 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$126,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,750,444 | GrossSalesPriceAmt |
| Total Rev And Expnss | -$101,271 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,316 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,316 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,219 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,219 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,438 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,727,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,727,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,735,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,727,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,836,928 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,316 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $108,386 | CashBOYAmt |
| Corporate Stock BOY | $3,856,227 | CorporateStockBOYAmt |
| Total Assets BOY | $3,964,613 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,964,613 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,964,613 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,964,613 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,964,613 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,836,928 | ExcessRevenueOverExpensesAmt |
| Subtotal | $127,685 | SubtotalAmt |
| Other Decreases | $127,685 | OtherDecreasesAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $232 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $232 | SubtotalAmt |
| Tax Based On Investment Income | $232 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $232 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILBERT SUKENIK | IndividualWithBooksNm |
| Phone | 2164640269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3323 BREMERTON ROAD | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILBERT SUKENIK | ||||||||
| 3323 BREMERTON ROAD | PEPPER PIKE | OH | 44124 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| JANET SUKENIK | ||||||||
| 3323 BREMERTON ROAD | PEPPER PIKE | OH | 44124 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ELLEN SUKENIK | ||||||||
| 3323 BREMERTON ROAD | PEPPER PIKE | OH | 44124 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $232 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $232 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,727,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,727,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $183,911 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,727,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $183,911 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $3,543,089 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,543,089 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,543,089 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,543,089 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE WILL AND JAN SUKENIK FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3323 BREMERTON ROAD | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4404640269 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID | |||||||
| 435 NOB HILL OVAL | ORANGE | OH | 44022 | PUBLIC SUPP | GENERAL PURPOSE | $50,000 | |
| AMERICAN FRIENDS OF HEBREW UNIV | |||||||
| 20 N WACKER DRIVE | CHICAGO | IL | 60606 | PUBLIC SUPP | GENERAL PURPOSE | $50,000 | SUITE 2020 |
| AMERICAN ORT | |||||||
| 24100 CHAGRIN BLVD | BEACHWOOD | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $100,000 | SUITE 300 |
| THE DIVERSITY CENTER OF NE OHIO | |||||||
| 3659 GREEN ROAD | BEACHWOOD | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $50,000 | |
| GEAUGA COUNTY BOARD OF MRDD | |||||||
| 8200 CEDAR ROAD | CHESTERLAND | OH | 44026 | PUBLIC SUPP | GENERAL PURPOSE | $350,000 | |
| HEBREW SHELTER HOME | |||||||
| 29125 CHAGRIN BLVD | PEPPER PIKE | OH | 44124 | PUBLIC SUPP | GENERAL PURPOSE | $100,000 | |
| HILLEL AT KENT STATE UNIVERSITY | |||||||
| 613 E SUMMIT STREET | KENT | OH | 44240 | PUBLIC SUPP | GENERAL PURPOSE | $50,000 | |
| HOSPICE OF THE WESTERN RESERVE | |||||||
| 17876 ST CLAIR AVENUE | CLEVELAND | OH | 44110 | PUBLIC SUPP | GENERAL PURPOSE | $20,000 | |
| JEWISH FAMILY SERVICES OF CLEVELAND | |||||||
| 29125 CHAGRIN BLVD | PEPPER PIKE | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $765,000 | |
| JFSA YOUTH ABILITY | |||||||
| 29125 CHAGRIN BLVD | PEPPER PIKE | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $25,000 | |
| JULIE BILLIART SCHOOL | |||||||
| 4982 CLUBSIDE ROAD | LYNDHURST | OH | 44124 | PUBLIC SUPP | GENERAL PURPOSE | $12,000 | |
| KOL ISRAEL FOUNDATION | |||||||
| 3681 S GREEN ROAD | BEACHWOOD | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $18,000 | SUITE 306 |
| MAKE-A-WISH FOUNDATION | |||||||
| 6060 ROCKSIDE WOODS BLVD | CLEVELAND | OH | 44131 | PUBLIC SUPP | GENERAL PURPOSE | $5,000 | SUITE 315 |
| MALTZ MUSEUM | |||||||
| 2929 RICHMOND ROAD | BEACHWOOD | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $100,000 | |
| MANDEL JEWISH COMMUNITY CTR | |||||||
| 26001 SOUTH WOODLAND ROAD | BEACHWOOD | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $20,000 | |
| MAPLE LEAF COMMUNITY RESIDENCES | |||||||
| 200 CLARIDON ROAD | CHARDON | OH | 44024 | PUBLIC SUPP | GENERAL PURPOSE | $25,000 | |
| MENORAH PARK | |||||||
| 27100 CEDAR ROAD | BEACHWOOD | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $100,000 | |
| MILESTONES AUTISM RESOURCES | |||||||
| 4853 GALAXY PARKWAY | WARRENSVILLE HEIGHTS | OH | 44128 | PUBLIC SUPP | GENERAL PURPOSE | $50,000 | SUITE A |
| MINT THEATER COMPANY | |||||||
| 412 W 42ND STREET | NEW YORK | NY | 10036 | PUBLIC SUPP | GENERAL PURPOSE | $50,000 | |
| NA'AMAT USA | |||||||
| 5001 MAYFIELD RD 317 | LYNDHURST | OH | 44124 | PUBLIC SUPP | GENERAL PURPOSE | $10,000 | |
| NORTH COAST COMMUNITY HOMES | |||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 44125 | PUBLIC SUPP | GENERAL PURPOSE | $15,000 | |
| PROJECT LOVE | |||||||
| 6700 BETA DRIVE | MAYFIELD | OH | 44143 | PUBLIC SUPP | GENERAL PURPOSE | $20,000 | SUITE 120 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | PUBLIC SUPP | GENERAL PURPOSE | $10,000 | |
| SENIOR TRANSPORTATION CONNECTION | |||||||
| 4735 W 150TH STREET | CLEVELAND | OH | 44135 | PUBLIC SUPP | GENERAL PURPOSE | $2,000 | |
| SIEGEL LIFE LONG LEARNING | |||||||
| 25700 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $15,000 | SUITE 100 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | PUBLIC SUPP | GENERAL PURPOSE | $500,000 | |
| THE FOREVER CHILDREN'S HOME | |||||||
| 5910 LANDERBROOK DRIVE | CLEVELAND | OH | 44124 | PUBLIC SUPP | GENERAL PURPOSE | $40,000 | SUITE 200 |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PUBLIC SUPP | GENERAL PURPOSE | $50,000 | |
| THE NEGEV FOUNDATION | |||||||
| 2121 SOUTH GREEN ROAD | CLEVELAND | OH | 44121 | PUBLIC SUPP | GENERAL PURPOSE | $50,000 | SUITE 210 |
| US HOLOCAUST MUSEUM | |||||||
| 595 ELM PLACE SUITE 221 | HIGHLAND PARK | IL | 60035 | PUBLIC SUPP | GENERAL PURPOSE | $75,000 | |
| FAIRMOUNT TEMPLE | |||||||
| 23737 FAIRMOUNT TEMPLE | BEACHWOOD | OH | 44122 | PUBLILC SUPP | GENERAL PURPOSE | $1,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,727,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,316 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$126,587 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$101,271 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$101,271 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,219 | Amt |
| Net Investment Income | $1,219 | NetInvestmentIncomeAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILL AND JAN SUKENIK FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3323 BREMERTON ROAD | AddressLine1Txt |
| City | PEPPER PIKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | FUNDS DISB TO CHARITY AND FDN DISSOLVED | ShortExplanationTxt |
| Dissolution | $3,727,000 | DissolutionAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| DEUTSCHE BANK 650187 S-T COV | 2023-01 | PURCHASE | 2023-08 | $478,311 | $487,575 | -$9,264 |
| DEUTSCHE BANK 650187 L-T COV | 2021-01 | PURCHASE | 2023-08 | $3,201,767 | $3,313,693 | -$111,926 |
| DEUTSHCE BANK 650187 L-TNC | 2020-01 | PURCHASE | 2023-08 | $70,366 | $75,763 | -$5,397 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HIRTLE AND CALLAGHAN FUNDS | StockNm |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $127,685 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $7,438 | Amt |
| Net Investment Income | $7,438 | NetInvestmentIncomeAmt |