ROBERT A IMMERMAN FAMILY FOUNDATION: Form 990PF, tax year 2012
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- Organization
- ROBERT A IMMERMAN FAMILY FOUNDATION (EIN 27-4209752)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201333169349100473
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-12T10:46:55-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 LAKESIDE AVE SUITE 200 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441141152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274209752 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT A IMMERMAN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 4402480178 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30725 SOLON INDUSTRIAL PARKWAY | AddressLine1 |
| City | SOLON | City |
| State | OH | State |
| ZIP Code | 44139 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT IMMERMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 4402480178 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE MCAULIFFE | Name |
| PTIN | P00359586 | PTIN |
| Phone | 2165231900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 18115794 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 9000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 105 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 105 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 143896 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 143896 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 124339 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 124339 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 124339 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 9268340 | TotalRevenueAndExpenses |
| Total Net Investment Income | 268340 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 875 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 875 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 13598 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13598 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8915 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4007 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 23388 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18480 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 660000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 660000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 683388 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18480 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 660000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 8584952 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 249860 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2449229 | CashBOY |
| Cash EOY | 2469829 | CashEOY |
| Cash EOYFMV | 2469829 | CashEOYFMV |
| Investments Corp Stock BOY | 3970332 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 10534415 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10750983 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 2700000 | InvestmentsOtherBOY |
| Investments Other EOY | 4700000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4894982 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 9119561 | TotalAssetsBOY |
| Total Assets EOY | 17704244 | TotalAssetsEOY |
| Total Assets EOYFMV | 18115794 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 9119561 | CapitalStockBOY |
| Capital Stock EOY | 17704244 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 9119561 | TotalNetAssetsBOY |
| Total Net Assets EOY | 17704244 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9119561 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 17704244 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9119561 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 8584952 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 17704513 | Subtotal |
| Other Decreases | 269 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 17704244 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| T. ROWE PRICE NEW ERA | P | 2012-01-01 | 2012-12-31 | 17401 | 17401 | 17401 |
| T. ROWE PRICE NEW ERA | P | 2012-01-01 | 2012-12-31 | 68267 | 68267 | 68267 |
| PIMCO | P | 2012-01-01 | 2012-12-31 | 20022 | 20022 | 20022 |
| PIMCO | P | 2012-01-01 | 2012-12-31 | 14696 | 14696 | 14696 |
| VANGUARD | P | 2012-01-01 | 2012-12-31 | 3953 | 3953 | 3953 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 124339 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1240500 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.000000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000000 | AverageDistributionRatio |
| Net Noncharitable Assets | 9568697 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2499 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2499 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 660000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2499 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2499 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2499 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2500 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 12500 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Overpayment | 9985 | Overpayment |
| Amount Credited To Next Year | 9985 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT A IMMERMAN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2167512113 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30725 SOLON INDUSTRIAL PARKWAY | AddressLine1 |
| City | SOLON | City |
| State | OH | State |
| ZIP Code | 44139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT A IMMERMAN | ||||||||
| 30725 SOLON INDUSTRIAL PARKWAY | SOLON | OH | 44139 | PRESIDENT/TREASURER | 1.00 | 0 | 0 | 0 |
| SARAH C IMMERMAN | ||||||||
| 105 WEST JUNIPER LANE | MORELAND HILLS | OH | 44022 | VICE PRESIDENT | 1.00 | 0 | 0 | 0 |
| RACHEL L IMMERMAN | ||||||||
| 105 WEST JUNIPER LANE | MORELAND HILLS | OH | 44022 | SECRETARY | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 8490022 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1224391 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 9714413 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 9714413 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 145716 | CashDeemedCharitable |
| Net Noncharitable Assets | 9568697 | NetNoncharitableAssets |
| Minimum Investment Return | 478435 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 478435 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2499 | TaxBasedOnInvestmentIncome |
| Total Tax | 2499 | TotalTax |
| Distributable Amount Before Adj | 475936 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 475936 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 475936 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 660000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 660000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2499 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 657501 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 475936 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 59634 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 660000 | QualifyingDistributions |
| Applied To Year1 | 59634 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 475936 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 124430 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 124430 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 124430 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 124430 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT A IMMERMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF CLEVELAND | |||||||
| 25701 SCIENCE PARK DRIVE | CLEVELAND | OH | 44122 | NONE | 501(C)3 | GENERAL | $250,000 |
| JEWISH FAMILY SERVICES ASSOCIATION OF CLEVELAND | |||||||
| 3659 S GREEN RD 316 | BEACHWOOD | OH | 44122 | NONE | 501(C)3 | CHALLENGE GRANTS | $120,000 |
| PARDES INSTITUTE OF JEWISH STUDIES | |||||||
| 5 WEST 37TH STREET STE 802 | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL | $25,000 |
| JEWISH THEOLOGICAL SEMINARY | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | 501(C)3 | GENERAL | $25,000 |
| PRESENTENSE GROUP INC | |||||||
| 131 WEST 86TH ST 7TH FLOOR | NEW YORK | NY | 10024 | NONE | 501(C)3 | GENERAL | $10,000 |
| FRIENDS OF ELNET | |||||||
| 10573 WEST PICO BLVD 369 | LOS ANGELES | CA | 90064 | NONE | 501(C)3 | GENERAL | $20,000 |
| TAL TORAH FOUNDATION | |||||||
| 245 WEST 99TH STREET SUITE 8N | NEW YORK | NY | 10025 | NONE | 501(C)3 | DEVELOPING SIGNATURE CURRICULUM AND PROGRAMMING IN LIFE CYCLE EDUCATION | $20,000 |
| MOCA | |||||||
| 8501 CARNEGIE AVENUE | CLEVELAND | OH | 44106 | NONE | 501(C)3 | CAPITAL CAMPAIGN | $150,000 |
| CONGREGATION SHAAREY TIKVAH | |||||||
| 26811 FAIRMOUNT BLVD | CLEVELAND | OH | 44122 | NONE | 501(C)3 | GENERAL | $30,000 |
| FOUNDATION FOR DEFENSE OF DEMOCRACY | |||||||
| 1726 M STREET MW SUITE 700 | WASHINGTON | DC | 20036 | NONE | 501(C)3 | TO HELP AMERICANS UNDERSTAND THE TERRORIST THREAT TO FREEDOM AND DEMOCRACY. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 660000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $105 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $143,896 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $124,339 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $268,340 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 268340 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROBERT A IMMERMAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30725 SOLON INDUSTRIAL PARKWAY | AddressLine1 |
| City | SOLON | City |
| State | OH | State |
| ZIP Code | 44139 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 9000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PIMCO TOTAL RETURN | 3008726 | 3011119 |
| SCHRODER EMERGING MARKET EQUITY FUND | 4050922 | 4393957 |
| T. ROWE PRICE NEW ERA | 3059452 | 2927223 |
| VANGUARD | 415315 | 418684 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ADMIRAL - ENTRUST CAPITAL DIVERSIFIED FUND - OFF SHORE | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 4700000 | BookValue |
| EOYFMV | 4894982 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | Category |
| Amount | $875 | Amount |
| Net Investment Income | 875 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN FMV OF ASSETS | Description |
| Amount | $269 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $13,598 | Amount |
| Net Investment Income | 13598 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ROBERT A IMMERMAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30725 SOLON INDUSTRIAL PARKWAY | AddressLine1 |
| City | SOLON | City |
| State | OH | State |
| ZIP Code | 44139 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,882 | 3882 | 0 |
| STATE REGISTRATION FEES | $125 | 125 | 0 |
| FEDERAL TAX ESTIMATES | $4,908 | 0 | 0 |