SHAKER CHARITABLE TR: Form 990EZ, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHAKER CHARITABLE TR (EIN 34-6609358)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-22
- IRS object ID
- 201342039349200309
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-22T09:57:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 340644631 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTHALL DRAKE & WALLACE LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 346609358 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | SHAK | NameControl |
| Phone | 2169913660 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT MAWAKA | Name |
| Title | CHAIRMAN | Title |
| Phone | 2169913660 | Phone |
| Date Signed | 2013-07-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS G SCHARFCPA | Name |
| PTIN | P00227071 | PTIN |
| Phone | 2165732330 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Schedule B Not Required | X | ScheduleBNotRequired |
| Web Site | N/A | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 35317 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 31625 | ContributionsGiftsGrantsEtc |
| Investment Income | 3336 | InvestmentIncome |
| Gross Amount From Sale Of Assets | 356 | GrossAmountFromSaleOfAssets |
| Gain Or Loss From Sale Of Assets | 356 | GainOrLossFromSaleOfAssets |
| Total Revenue | 35317 | TotalRevenue |
| Grants And Similar Amounts Paid | 11800 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 2130 | FeesAndOthPymtToIndContractors |
| Other Expenses Total | 1001 | OtherExpensesTotal |
| Total Expenses | 14931 | TotalExpenses |
| Excess Or Deficit For Year | 20386 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 155646 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 1393 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 177425 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65847 | BOY |
| EOY | 15216 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 89799 | BOY |
| EOY | 162209 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155646 | BOY |
| EOY | 177425 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155646 | BOY |
| EOY | 177425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | PROVIDING SCHOLARSHIPS TO UNDER-PRIVILEGED INDIVIDUALS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | THE TRUST DISTRIBUTES GRANTS TO YOUTHS IN NEED FOR SCHOLARSHIP PURPOSES. | DescriptionProgramServiceAccom |
| Grants And Allocations | 11800 | GrantsAndAllocations |
| Program Service Expenses | 0 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 0 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (6 entries)
| TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT MAWAKA | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| Telephone Number | 2169913660 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 46885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16710 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15590 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31625 | CurrentTaxYear |
| Total | 115384 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 46885 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16710 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15590 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4574 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31625 | CurrentTaxYear |
| Total | 115384 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 115384 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3093 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3617 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3595 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3336 | CurrentTaxYear |
| Total | 21017 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 136401 | TotalSupport |
| Public Support Pertcentage170 | 0.84590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.84630 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INVESTMENT INCOME 3,314.. INTEREST 22.. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3,336. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: EDUCATIONAL GRANTS TO INDIVIDUALS. GRANTEE NAME: INDIVIDUALS. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 11,800. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: FOREIGN TAXES PAID. AMOUNT: 42. DESCRIPTION: INVESTMENT FEES. AMOUNT: 959. TOTAL TO FORM 990-EZ, LINE 16: 1,001. |
| OTHER CHANGES IN NET ASSETS | FORM 990-EZ, PART I, LINE 20 | DESCRIPTION: UNREALIZED APPRECIATION. AMOUNT: 1,372. DESCRIPTION: RETURN OF PRINCIPAL. AMOUNT: 21. TOTAL TO FORM 990-EZ, LINE 20: 1,393. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: NON GOVERNMENT SECURITIES AT FMV. BEG. OF YEAR AMOUNT: 89,799. END OF YEAR AMOUNT: 162,209. |
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. | Declaration |