MICHAEL AND MARCIA NEUNDORFER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL AND MARCIA NEUNDORFER FOUNDATION INC (EIN 46-4403299)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-24
- IRS object ID
- 201802979349100605
- Schema version
- 2017v2.3
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-24T10:38:47-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-10-17 | 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 | 2018-10-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.58.222.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-17 | IPDt |
| IP Tm | 14:43:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 94F9253057544990E3E78B13E9C6C5397B708208 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36548A27B68BB757B4D4CF8A617907322BCFC18D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $621,815 | 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 | $2,125 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,481 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,947 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,481 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $24,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,913 | 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 | $2,125 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,275 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,388 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,340 | CashBOYAmt |
| Cash EOY | $40,198 | CashEOYAmt |
| Cash EOYFMV | $40,198 | CashEOYFMVAmt |
| Corporate Stock BOY | $452,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $473,656 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $581,617 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $517,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $513,854 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $621,815 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $517,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $513,854 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $517,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $513,854 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $517,191 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $513,854 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $517,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,337 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $513,854 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $513,854 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICY TRADED SECURITIES | P | $4,701 | $4,466 | $235 | $235 |
| CAPITAL GAINS DIVIDENDS | P | $12,246 | $12,246 | $12,246 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,481 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,899 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $490,198 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038554 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,593 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $376,964 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041365 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $319,074 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000229 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $295,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.080148 | TotalDistributionRt |
| Average Distribution | 0.020037 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $595,048 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,923 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $214 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,100 | 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 | $214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $214 | TaxDueAmt |
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 | Yes (1) | 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 |
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 | $542,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,539 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $604,110 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $604,110 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $595,048 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $214 | TotalTaxAmt |
| Distributable Before Adj | $29,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $214 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,886 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,908 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,908 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,192 | 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 | $28,346 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| 38440 CHESTER AVE | AVON | OH | 44011 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $300 |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| CLEVELAND MUSEUM OF NATURAL HISTORY | |||||||
| 1 WADE OVAL DR | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| COLBY COLLEGE FUND | |||||||
| 4000 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | UNRESTRITED CONTRIBUTION | $500 |
| GREATER CLEVELAND FOOD BANK | |||||||
| 15500 S WATERLOO RD | CLEVELAND | OH | 44110 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| HAGAR USA | |||||||
| 1609 EAST 5TH ST | CHARLOTTE | NC | 28204 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| HUNGER NETWORK OF CLEVELAND | |||||||
| 614 W SUPERIOR AVE 744 | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| LAND STUDIO | |||||||
| 1939 W 25TH ST SUITE 200 | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| METRO CATHOLIC SCHOOL | |||||||
| 1910 W 54TH STREET | CLEVELAND | OH | 44102 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| MUSCULAR DYSTRPHY ASSOCIATION | |||||||
| 222 S RIVERSIDE PLAZA SUITE 1500 | CHICAGO | IL | 60606 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| NATIONAL MS SOCIETY | |||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH STREET NE SUITE 700 | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| NOTRE DAME HIGH SCHOOL | |||||||
| 13000 AUBURN RD | CHARDON | OH | 44024 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $300 |
| PRINCETON UNIVERSITY | |||||||
| PRINCETON UNIVERSITY | PRINCETON | NJ | 08544 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| REFUGEE RESPONSE | |||||||
| 4115 BRIDGE AVENUE | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $2,000 |
| ROCK AND ROLL HALL OF FAME | |||||||
| 1100 EAST 9TH ST | CLEVELAND | OH | 44114 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| UNICEF | |||||||
| 3 UNITED NAITONS PLAZA | NEW YORK | NY | 10017 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTIONS | $550 |
| 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 | $200 |
| PLANNED PARENTHOOD | |||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $400 |
| CHAUTAQUA FOUNDATION | |||||||
| ONE AMES AVE | CHAUTAUQUA | NY | 14722 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| ST AUGUSTINE CHURCH | |||||||
| 2486 W 145TH ST | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $200 |
| ACLU | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $250 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| YMCA | |||||||
| 101 N WACKER DRIVE | CHICAGO | IL | 60606 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| PROJECT CLOTHE A CHILD | |||||||
| 2402 BARTON SHORES DR | PEARLAND | TX | 77584 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTIONS | $300 |
| BOYS HOPE GIRLS HOPE | |||||||
| 9619 GARFIELD BLVD | CLEVELAND | OH | 44125 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTIONS | $1,000 |
| CLEVELAND PLAYHOUSE SQUARE | |||||||
| 1501 EUCLID AVE 200 | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| COLLEGE NOW GREATER CLEVELAND | |||||||
| 50 PUBLIC SQUARE 1800 | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| CUYAHOGA COUNTY PUBLIC LIBRARY | |||||||
| 2111 SNOW RD | PARMA | OH | 44134 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| E TEL | |||||||
| 420 LEXINGTON AVE 825 | NEW YORK | NY | 10170 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 322 WEST LAMAR STREET | AMERICUS | GA | 31709 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| OXFAM | |||||||
| 226 CAUSEWAY STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $300 |
| THE TRUST FOR PUBLIC LAND | |||||||
| 1250 OLD RIVER RD SUITE 202 | CLEVELAND | OH | 44113 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| ROOTS FOR AMERICAN MUSIC | |||||||
| 3109 MAYFIELD RD 205 | CLEVELAND | OH | 44118 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| THE CENTERS FOR FAMILIES AND CHILDREN | |||||||
| 4500 EUCLID AVE | CLEVELAND | OH | 44103 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $2,000 |
| 903 WCFN IDEASTREAM | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 441151835 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| WZIV PBS | |||||||
| 1375 EUCLID AVE | CLEVELAND | OH | 44115 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $300 |
| HOSPICE OF WESTERN RESERVE | |||||||
| 17876 ST CLAR AVE | CLEVELAND | OH | 44110 | NONE | 501(C)(3) | UNRESTRICTED CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,100 | 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 | $9,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,481 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,913 | 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 | $2,125 | Amt |
| Net Investment Income | $525 | 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 | $473,656 | EOYBookValueAmt |
| EOYFMV | $581,617 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NEUNDORFER | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE OF OHIO | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |