SUSSEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUSSEN FOUNDATION (EIN 34-1617964)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-19
- IRS object ID
- 202401719349100320
- Schema version
- 2023v5.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-19T18:53:59-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273236643 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TILTON CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 80 | AddressLine1Txt |
| City | CHARDON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44024 | 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 | 341617964 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUSSEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSS | BusinessNameControlTxt |
| Phone | 5616253871 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 186 THORNTON DR | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL C SUSSEN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5616253871 | PhoneNum |
| Signature | 2024-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | SUSSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wendy V Shick CPA | PreparerPersonNm |
| PTIN | P00394756 | PTIN |
| Phone | 4408125676 | PhoneNum |
| Preparation | 2024-06-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $580,942 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $61,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,234 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $15,453 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15,453 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$5,205 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $10,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,569 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,882 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $91,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,569 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,766 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,666 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $100 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,832 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,832 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $439 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,676 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $517 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,658 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,932 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,932 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,445 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,658 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,624 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,619 | CashBOYAmt |
| Cash EOY | $36,457 | CashEOYAmt |
| Cash EOYFMV | $36,457 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,679 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,679 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $32,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $266,917 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $151,493 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $121,323 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $11,501 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $30,170 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $273,889 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $96,792 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $580,942 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $145,600 | CapitalStockBOYAmt |
| Capital Stock EOY | $145,600 | CapitalStockEOYAmt |
| Retained Earning BOY | -$85,432 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$48,808 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $96,792 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $96,792 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,624 | ExcessRevenueOverExpensesAmt |
| Subtotal | $96,792 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $96,792 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 100 SH JOHNSON & JOHNSON | P | 2001-12-08 | 2023-04-17 | $16,558 | $0 | $5,687 | $10,871 | $0 | $0 | $0 | $10,871 |
| KENVUE CASH IN LIEU | P | 2003-06-23 | 2023-08-25 | $11 | $0 | $0 | $11 | $0 | $0 | $0 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,882 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $124 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $124 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $557 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $557 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$557 | OriginalReturnOverpaymentAmt |
| Overpayment | $433 | OverpaymentAmt |
| Applied To ES Tax | $433 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| 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 | DANIEL SUSSEN | IndividualWithBooksNm |
| Phone | 4402560919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 186 THORNTON DR | AddressLine1Txt |
| City | PALM BEACH GARDENS | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 33418 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL C SUSSEN SR | ||||||||
| 186 THORNTON DR | PALM BEACH GARDENS | FL | 33418 | OFFICER | 5.00 | $0 | $0 | $0 |
| LOIS N SUSSEN | ||||||||
| 186 THORNTON DR | PALM BEACH GARDENS | FL | 33418 | OFFICER | 2.00 | $0 | $0 | $0 |
| MARGARET S GIFT | ||||||||
| 7621 EAGLE RD | WAITE HILL | OH | 44094 | OFFICER | 2.00 | $0 | $0 | $0 |
| DANIEL C SUSSEN JR | ||||||||
| 4400 RIVER RD | MORELAND HILLS | OH | 44022 | OFFICER | 2.00 | $0 | $0 | $0 |
| PETER K SUSSEN | ||||||||
| 9492 CREAWOOD FOREST DR | WILLOUGHBY | OH | 44094 | OFFICER | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $241,564 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $347,337 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $613,454 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $613,454 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,202 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $604,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $124 | TotalTaxAmt |
| Distributable Before Adj | $30,089 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,089 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,089 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,349 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,349 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,089 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $36,184 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,768 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,257 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $176,417 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,349 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,260 | RemainingDistriFromCorpusAmt |
| Total Corpus | $178,677 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $36,184 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $142,493 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,193 | ExcessFromYear4Amt |
| Excess From Year3 | $29,768 | ExcessFromYear3Amt |
| Excess From Year2 | $27,015 | ExcessFromYear2Amt |
| Excess From Year1 | $27,257 | ExcessFromYear1Amt |
| Excess From Current Year | $2,260 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL C SUSSEN SR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLUE COATS INC | ||||||
| 925 EUCLID AVE | CLEVELAND | OH | 44115 | GENERAL | CHARITABLE | $1,491 |
| DIVINE WORD CATHOLIC CHURCH | ||||||
| 8100 EAGLE ROAD | KIRTLAND | OH | 44094 | GENERAL | CHARITABLE | $3,141 |
| HOPEWELL THERAPEUTIC FARM | ||||||
| 9637 OH-534 | MIDDLEFIELD | OH | 44062 | GENERAL | CHARITABLE | $1,000 |
| CATHOLIC CHARITIES | ||||||
| 2012 W 25TH ST | CLEVELAND | OH | 44113 | GENERAL | CHARITABLE | $3,000 |
| PALM BEACH BISHOP RELIEV | ||||||
| 9959 MILITARY TRAIL | PALM BEACH GARDENS | FL | 33418 | GENERAL | CHARITABLE | $1,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | GENERAL | CHARITABLE | $20,000 |
| VILLAGE OF WAITE HILL | ||||||
| 7215 EAGLE ROAD | WAITE HILL | OH | 44094 | GENERAL | CHARITABLE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,932 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,234 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$5,205 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,911 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DANIEL C SUSSEN | ||||||
| 1 | 186 THORNTON DR | PALM BEACH GARDENS | FL | 33418 | $10,000 | Yes (X) |
| SHAKER REALTY LTD | ||||||
| 2 | 186 THORNTON DR | PALM BEACH GARDENS | FL | 33418 | $50,000 | Yes (X) |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| 100 SH JOHNSON & JOHNSON | 2001-12 | Purchased | 2023-04 | $16,558 | $5,687 | Cost | $10,871 |
| KENVUE CASH IN LIEU | 2003-06 | Purchased | 2023-08 | $11 | Cost | $11 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $26,486 | EOYBookValueAmt |
| EOYFMV | $266,917 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & FEES | $7,432 | $7,432 | |
| INSURANCE | $2,557 | $2,557 | |
| REPAIRS & MAINTENANCE | $1,414 | $1,414 | |
| UTILITIES | $1,757 | $1,757 | |
| OFFICE SUPPLIES | $516 | $517 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,000 | ||
| OHIO TAXES | $100 | $100 | |
| REAL ESTATE TAXES | $5,666 | $5,666 |