SUSSEN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUSSEN FOUNDATION (EIN 34-1617964)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-17
- IRS object ID
- 202500489349100205
- Schema version
- 2024v5.0
- 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
- 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 | 2025-02-17T08:41:30-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2025-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $734,429 | 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 | $2,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,722 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$20,836 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $485,082 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $526,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $505,082 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $487,804 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $507,804 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $8,014 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,814 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,651 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,118 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,531 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,131 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $429,739 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $486,872 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,457 | CashBOYAmt |
| Cash EOY | $289,301 | CashEOYAmt |
| Cash EOYFMV | $289,301 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,679 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,246 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $26,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $232,984 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $440,882 | CorporateStockEOYFMVAmt |
| Land Bldg Investments BOY | $30,170 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| 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 | $96,792 | TotalAssetsBOYAmt |
| Total Assets EOY | $526,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $734,429 | 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 | -$48,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $380,931 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $96,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $526,531 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $96,792 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $526,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $96,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $429,739 | ExcessRevenueOverExpensesAmt |
| Subtotal | $526,531 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $526,531 | 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 NORTHROP GRUMMAN CO | P | 2003-06-23 | 2024-12-24 | $46,778 | $0 | $1,859 | $44,919 | $0 | $0 | $0 | $44,919 |
| 312 CLUB DR PALM BEACH GARDENS, FL AND CONTENTS | D | 1981-06-11 | 2024-10-09 | $480,000 | $112,233 | $132,070 | $460,163 | $0 | $0 | $0 | $460,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $505,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,768 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,768 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,768 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $425 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $425 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $425 | OriginalReturnTaxPaidAmt |
| Tax Due | $6,343 | 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 | 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 | FL | 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 | $274,469 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $302,034 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $710,032 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $710,032 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $699,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,768 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,768 | TotalTaxAmt |
| Distributable Before Adj | $28,201 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,201 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,201 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,131 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,131 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,201 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $56,193 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,768 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,257 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,260 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $142,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,131 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,930 | RemainingDistriFromCorpusAmt |
| Total Corpus | $151,423 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $56,193 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $95,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,768 | ExcessFromYear4Amt |
| Excess From Year3 | $27,015 | ExcessFromYear3Amt |
| Excess From Year2 | $27,257 | ExcessFromYear2Amt |
| Excess From Year1 | $2,260 | ExcessFromYear1Amt |
| Excess From Current Year | $8,930 | 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 (8 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 | $2,400 |
| CLEVELAND MUSEUM OF ART | ||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | GENERAL | CHARITABLE | $1,000 |
| DIVINE WORD CATHOLIC CHURCH | ||||||
| 8100 EAGLE ROAD | KIRTLAND | OH | 44094 | GENERAL | CHARITABLE | $3,000 |
| HOPEWELL THERAPEUTIC FARM | ||||||
| 9637 OH-534 | MIDDLEFIELD | OH | 44062 | GENERAL | CHARITABLE | $500 |
| SUB ZERO MISSION | ||||||
| 1769 N RIDGE RD | PAINESVILLE | OH | 44077 | GENERAL | CHARITABLE | $2,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | GENERAL | CHARITABLE | $22,000 |
| VILLAGE OF WAITE HILL | ||||||
| 7215 EAGLE ROAD | WAITE HILL | OH | 44094 | GENERAL | CHARITABLE | $300 |
| PLAYHOUSE SQUARE | ||||||
| 1501 EUCLID AVE 200 | CLEVELAND | OH | 44115 | GENERAL | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,700 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,722 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$20,836 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $485,082 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $466,968 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $466,968 | 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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 100 SH NORTHROP GRUMMAN CO | 2003-06 | Purchased | 2024-01 | $46,778 | $1,859 | $44,919 | ||
| 312 CLUB DR PALM BEACH GARDENS, FL AND CONTENTS | 1994-12 | Donated | 2024-10 | $480,000 | $142,403 | $440,163 | $9,667 | $112,233 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SH BERKSHIRE HATHAWAY-CL B | $94,118 | $90,656 |
| 100 SH BOEING CO | $15,665 | $17,700 |
| 100 SH COSTCO WHSL CORP | $98,574 | $91,627 |
| 154 SH JOHNSON & JOHNSON | $8,768 | $22,271 |
| 369 SH KENVUE INC | $2,606 | $7,878 |
| 300 SH MICROSOFT CORP | $7,875 | $126,450 |
| 200 SH MICROSOFT CORP | $5,378 | $84,300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & FEES | $7,332 | $7,332 | |
| INSURANCE | $2,850 | $2,850 | |
| REPAIRS & MAINTENANCE | $1,680 | $1,680 | |
| UTILITIES | $1,159 | $1,159 | |
| BANK CHARGES | $97 | $97 | |
| BOARD EXPENSES | $1,533 | $1,531 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAXES | |||
| OHIO TAXES | $200 | $200 | |
| REAL ESTATE TAXES | $7,814 | $7,814 |