SHAKER CHARITABLE TR: Form 990EZ, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHAKER CHARITABLE TR (EIN 34-6609358)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201441289349200224
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T08:54:13-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 340644631 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTHALL LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 ROCKSIDE ROAD SUITE 100 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441312221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346609358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAKER CHARITABLE TRUST CO | BusinessNameLine1 |
| Business Name Line2 | SHAKER HEIGHTS COUNTRY CLUB | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAK | BusinessNameControlTxt |
| Phone | 2169913660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 COURTLAND BLVD | AddressLine1 |
| City | SHAKER HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT MAWAKA | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2169913660 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS G SCHARFCPA | PreparerPersonNm |
| PTIN | P00227071 | PTIN |
| Phone | 2165732330 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Gross Receipts | $20,275 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $15,410 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $3,755 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $1,110 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $1,110 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $20,275 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $11,950 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $1,500 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $2,109 | OtherExpensesTotalAmt |
| Total Expenses | $15,559 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,716 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $177,425 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $19,886 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $202,027 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,216 | BOYAmt |
| EOY | $15,270 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,209 | BOYAmt |
| EOY | $186,757 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,425 | BOYAmt |
| EOY | $202,027 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,425 | BOYAmt |
| EOY | $202,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | PROVIDING SCHOLARSHIPS TO UNDER-PRIVILEGED INDIVIDUALS. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | THE TRUST DISTRIBUTES GRANTS TO YOUTHS IN NEED FOR SCHOLARSHIP PURPOSES. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $11,950 | GrantsAndAllocationsAmt |
| Program Service Expenses | $0 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (7 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| SCOTT MAWAKA | ||||
| CHAIRMAN | 0.00 | $0 | $0 | $0 |
| RICHARD H BROWN | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| WILLIAM DILLINGHAM | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| TED GOBLE | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDWARD HYLAND | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| MATTHEW MORIARTY | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| DAVE MOORE | ||||
| TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT MAWAKA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 COURTLAND BLVD | AddressLine1 |
| City | SHAKER HEIGHTS | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2169913660 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,410 | CurrentTaxYearAmt |
| Total | $83,909 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,710 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,625 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,410 | CurrentTaxYearAmt |
| Total | $83,909 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $83,909 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,093 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,755 | CurrentTaxYearAmt |
| Total | $17,396 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $101,305 | TotalSupportAmt |
| Public Support CY170 | 0.82830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 3,755. |
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: EDUCATIONAL GRANTS TO INDIVIDUALS. GRANTEE NAME: INDIVIDUALS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 11,950. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: FOREIGN TAXES PAID. AMOUNT: 40. DESCRIPTION: INVESTMENT FEES. AMOUNT: 1,669. DESCRIPTION: STATE FEES. AMOUNT: 400. TOTAL TO FORM 990-EZ, LINE 16: 2,109. |
| FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS | DESCRIPTION: UNREALIZED APPRECIATION. AMOUNT: 19,740. DESCRIPTION: RETURN OF PRINCIPAL. AMOUNT: 146. TOTAL TO FORM 990-EZ, LINE 20: 19,886. |
| FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS | DESCRIPTION: NON GOVERNMENT SECURITIES AT FMV. BEG. OF YEAR AMOUNT: 162,209. END OF YEAR AMOUNT: 186,757. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |