MICHAEL AND MARCIA NEUNDORFER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND MARCIA NEUNDORFER FOUNDATION INC (EIN 46-4403299)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-26
- IRS object ID
- 202002399349100300
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-26T07:45:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371574855 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORRIGAN KRAUSE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2055 CROCKER RD SUITE 300 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441451964 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464403299 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL AND MARCIA NEUNDORFER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 4409531815 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2771 RIVER ROAD | AddressLine1Txt |
| City | WILLOUGHBY HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NEUNDORFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4409531815 | PhoneNum |
| Signature | 2020-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HENRY F GINGERICH CPA | PreparerPersonNm |
| PTIN | P00227826 | PTIN |
| Phone | 4404710800 | PhoneNum |
| Preparation | 2020-08-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.166.178.51 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-19 | IPDt |
| IP Tm | 14:58:59 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B88BC0D298D5CE4A367B5C6A4837C44DA153A1EC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 23D9C8D2614883E5E35868DFE8935864A3412EE9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $649,864 | 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 | $14,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,421 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,421 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,026 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $315 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $200 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,594 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,594 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,386 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,847 | CashBOYAmt |
| Cash EOY | $16,351 | CashEOYAmt |
| Cash EOYFMV | $16,351 | CashEOYFMVAmt |
| Corporate Stock BOY | $498,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $498,054 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $633,513 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $505,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $514,405 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $649,864 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $505,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $514,405 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $505,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $514,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $505,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $514,405 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $505,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $514,405 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $514,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT TERM GAIN ON PUBLICLY TRADED SECURITIES | P | $827 | $827 | $827 |
| LONG TERM GAIN ON PUBLICLY TRADED SECURITIES | P | $20,570 | $20,570 | $20,570 |
| CAPITAL GAINS DIVIDENDS | P | $4,024 | $4,024 | $4,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,421 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,829 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $610,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,886 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $595,048 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041822 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,899 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $490,198 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038554 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,593 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $376,964 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041365 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $319,074 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000229 | DistributionYr5Rt |
| Total Distribution | 0.174147 | TotalDistributionRt |
| Average Distribution | 0.034829 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $594,595 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $20,709 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,594 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $394 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $394 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $739 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $739 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $345 | OverpaymentAmt |
| Applied To ES Tax | $345 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL NEUNDORFER | IndividualWithBooksNm |
| Phone | 4409531815 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2771 RIVER ROAD | AddressLine1Txt |
| City | WILLOUGHBY HILLS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44094 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL NUENDORFER | ||||||||
| 2771 RIVER ROAD | WILLOUGHBY HILLS | OH | 44094 | PRESIDENT AND TRUSTEE | 2.00 | $0 | $0 | $0 |
| MARCIA NEUNDORFER | ||||||||
| 2771 RIVER ROAD | WILLOUGHBY HILLS | OH | 44094 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAUL NEUNDORFER | ||||||||
| 2771 RIVER ROAD | WILLOUGHBY HILLS | OH | 44094 | TRUSTEE | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $578,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,269 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $603,650 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $603,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,055 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $594,595 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $394 | TotalTaxAmt |
| Distributable Before Adj | $29,336 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,336 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,336 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,594 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $29,594 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $394 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $29,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,336 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,496 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $29,594 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,496 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $26,238 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL NUENDORFER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND METROPARKS | |||||||
| 4101 FULTON PARKWAY | CLEVELAND | OH | 44144 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $3,500 |
| ACLU | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 38440 CHESTER AVE | AVON | OH | 44011 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| SARCOMA RESEARCH | |||||||
| 9899 MAIN STREET | DAMASCUS | MD | 20872 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $200 |
| BOYS AND GIRLS CLUB | |||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| BOYS HOPE GIRLS HOPE | |||||||
| 9619 GARFIELD BLVD | CLEVELAND | OH | 44125 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTIONS | $500 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| CATHOLIC CHARITIES | |||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| CHAUTAQUA FOUNDATION | |||||||
| ONE AMES AVE | CHAUTAUQUA | NY | 14722 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| CLEVELAND MUSEUM OF ART | |||||||
| 11150 EAST BLVD | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,250 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| CLEVELAND PLAYHOUSE SQUARE | |||||||
| 1501 EUCLID SUITE 200 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| COLBY COLLEGE FUND | |||||||
| 4000 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| 50 PUBLIC SQUARE 1800 | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,100 |
| SPECIAL WISH FOUNDATION | |||||||
| 23 PUBLIC SQUARE | BRECKSVILLE | OH | 44141 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $216 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | UNRESTRITED CONTRIBUTION | $500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $200 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| CLEVELAND CLINIC PHILANTHROPY | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $120 |
| HAGAR USA | |||||||
| 1609 EAST 5TH ST | CHARLOTTE | NC | 28204 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| BEARCATS DASH | |||||||
| 2600 CLIFTON AVE | CINCINNATI | OH | 45221 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $208 |
| HUNGER NETWORK OF CLEVELAND | |||||||
| 614 W SUPERIOR AVE 744 | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| LAND STUDIO | |||||||
| 1939 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| ST NOELS | |||||||
| 35200 CHARDON ROAD | WILLOUGHBY HILLS | OH | 44094 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 13000 AUBURN ROAD | CHARDON | OH | 44024 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| METRO CATHOLIC SCHOOL | |||||||
| 1910 W 54TH STREET | CLEVELAND | OH | 44102 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| PRINCETON UNIVERSITY | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| REFUGEE RESPONSE | |||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $5,000 |
| RHONDA'S KISS FOUNDATION | |||||||
| 7007 BROADWAY AVE | CLEVELAND | OH | 44105 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| ROOTS FOR AMERICAN MUSIC | |||||||
| 3109 MAYFIELD RD 205 | CLEVELAND | OH | 44118 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $800 |
| ST AUGUSTINE CHURCH | |||||||
| 2486 W 145TH ST | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| THE CENTERS FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVE | CLEVELAND | OH | 44103 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| VELOSANO | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| UNICEF | |||||||
| 3 UNITED NAITONS PLAZA | NEW YORK | NY | 10017 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTIONS | $500 |
| UNIVERSITY OF ROCHESTER SCHOOL OF NURSING | |||||||
| 255 CRITTENDEN BLVD | ROCHESTER | NY | 14642 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| UNIVERSITY SCHOOL | |||||||
| 2785 SOM CENTER RD | HUNTING VALLEY | OH | 44022 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| USA FOR UNHCR | |||||||
| 1775 K ST NW 580 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| WKSU | |||||||
| 1333 LAKESIDE AVE | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| WZIV PBS | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,594 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,605 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,026 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,026 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $498,054 | EOYBookValueAmt |
| EOYFMV | $633,513 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE OF OHIO | CategoryTxt |
| Amt | $200 | Amt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |