THE@BRUCE & ERICA GREER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRUCE & ERICA GREER FAMILY FOUNDATION (EIN 65-6413886)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-14
- IRS object ID
- 202422279349101452
- Schema version
- 2023v5.1
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-14T06:03:17-00:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352390688 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Select Fiduciary LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 420 | AddressLine1Txt |
| City | Rootstown | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44272 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656413886 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Bruce & Erica Greer Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 3306077399 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Laurel Lake Drive | AddressLine1Txt |
| City | Hudson | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce Greer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 3306077399 | PhoneNum |
| Signature | 2024-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| PTIN | P00074066 | PTIN |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2024-08-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $868,707 | 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 | $18,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $45,386 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $22,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,871 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,571 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,571 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,212 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $268 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,691 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,191 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,980 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $423 | CashBOYAmt |
| Cash EOY | $303 | CashEOYAmt |
| Cash EOYFMV | $303 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,548 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $773,679 | CorporateStockBOYAmt |
| Corporate Stock EOY | $740,291 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $848,856 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $781,462 | TotalAssetsBOYAmt |
| Total Assets EOY | $760,142 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $868,707 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $781,462 | CapitalStockBOYAmt |
| Capital Stock EOY | $760,142 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $781,462 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $760,142 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $781,462 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $760,142 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $781,462 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,320 | ExcessRevenueOverExpensesAmt |
| Subtotal | $760,142 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $760,142 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $43,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $40,890 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,110 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,110 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,496 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $250 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $250 | SubtotalAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,020 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,020 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,020 | OriginalReturnTaxPaidAmt |
| Overpayment | $770 | OverpaymentAmt |
| Applied To ES Tax | $770 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | Bruce Erica Greer | IndividualWithBooksNm |
| Phone | 3306077399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Laurel Lake Drive | AddressLine1Txt |
| City | Hudson | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Bruce Greer | ||||||
| 56 Laurel Lake Drive | Hudson | OH | 44236 | Trustee | 001.00 | $0 |
| Erica Greer | ||||||
| 56 Laurel Lake Drive | Hudson | OH | 44236 | Trustee | 001.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $797,145 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,458 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $813,603 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $813,603 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $801,399 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $250 | TotalTaxAmt |
| Distributable Before Adj | $39,820 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,820 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,820 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,088 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,088 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,381 | UndistributedIncomePYAmt |
| Qualifying Distributions | $38,088 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,381 | AppliedToYear1Amt |
| Applied To Current Year | $707 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $39,113 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Burce and Erica Greer | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Bruce and Erica Greer Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Laurel Lake Drive | AddressLine1Txt |
| City | Hudson | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3306077399 | RecipientPhoneNum |
| Form And Info And Materials | Written requests must include the organizations mission statement as well as general financial information | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Requests must be received by December 15th | SubmissionDeadlinesTxt |
| Restrictions On Awards | Limited to organizations in Northeastern Ohio focused on giving back to the community, both locally and the larger community of man. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU of Ohio Foundation | ||||||
| 4506 Chester Ave | Cleveland | OH | 441033621 | PC | General Fund | $1,000 |
| Akron Art Museum | ||||||
| One South High Street | Akron | OH | 443081801 | PC | General Fund | $2,000 |
| Akron Canton Regional Foodbank | ||||||
| PO Box 1580 | Akron | OH | 443091580 | PC | General Fund | $4,000 |
| Akron Civic Theater | ||||||
| 182 South Main St | Akron | OH | 443081358 | PC | General Fund | $2,000 |
| Alex's Lemonade Stand Foundation | ||||||
| 3 Bala Plaza West Suite 601 | Bala Cynwyd | PA | 19004 | PC | General Fund | $750 |
| Conservancy for Cuyahoga Valley National Park | ||||||
| 1403 West Hines Hill Rd | Peninsula | OH | 44264 | PC | General Fund | $1,000 |
| FONWR - Friends of Ottawa Natl Wildlife Refuge | ||||||
| 14000 W State Route 2 | Oak Harbor | OH | 43449 | PC | General Fund | $500 |
| Grace House Akron Inc | ||||||
| 475 N Howard Street | Akron | OH | 44310 | PC | General Fund | $1,000 |
| Hope United Inc | ||||||
| 2684 Sanitarium Rd | Akron | OH | 44312 | PC | General Fund | $1,000 |
| Ideastream Public Media | ||||||
| PO Box 974141 | Cleveland | OH | 441940226 | PC | General Fund | $3,000 |
| ICA (Intermuseum Conservation Association) - Art Conservation | ||||||
| 2937 West 25th St 2nd Floor | Cleveland | OH | 44113 | PC | General Fund | $750 |
| International Institute of Akron | ||||||
| 530 S Main St Ste 1762 | Akron | OH | 44311 | PC | General Fund | $1,000 |
| Let's Grow Akron | ||||||
| 467 Harvey Ave | Akron | OH | 44314 | PC | General Fund | $1,500 |
| Summit Metro Parks Foundation | ||||||
| 975 Treaty Line Rd | Akron | OH | 44313 | PC | General Fund | $2,000 |
| Mission 22 | ||||||
| 694 N Larch St 910 | Sisters | OR | 97759 | PC | General Fund | $500 |
| Mother Jones Investigative Fund | ||||||
| 222 Sutter St Suite 600 | San Francisco | CA | 94108 | PC | General Fund | $750 |
| NPCA(National Parks Conservation Association) | ||||||
| PO Box 97202 | Washington | DC | 200017202 | PC | General Fund | $750 |
| Ohio & Erie Canalway Coalition | ||||||
| 47 West Exchange St | Akron | OH | 44308 | PC | General Fund | $1,000 |
| Ohio Environmental Council | ||||||
| 1145 Chesapeake Ave Suite 1 | Columbus | OH | 43212 | PC | General Fund | $750 |
| PBS Western Reserve (4549) | ||||||
| 1750 Campus Center Drive PO Box 519 | Kent | OH | 442405191 | PC | General Fund | $1,000 |
| Planned Parenthood Federation of America | ||||||
| PO Box 97166 | Washington | DC | 200777166 | PC | General Fund | $750 |
| Planned Parenthood of Greater Ohio | ||||||
| 206 East State Street | Columbus | OH | 43215 | PC | General Fund | $750 |
| Policy Matters Ohio | ||||||
| 3631 Perkins Ave Suite 4-C East | Cleveland | OH | 44114 | PC | General Fund | $750 |
| RAINN | ||||||
| 1220 L St Suite 500 | Washington | DC | 20005 | PC | General Fund | $500 |
| Stan Hywet Hall & Gardens Development | ||||||
| 714 North Portage Path | Akron | OH | 443031399 | PC | General Fund | $2,000 |
| StarkFresh | ||||||
| 321 Cherry Ave NE | Canton | OH | 44702 | PC | General Fund | $1,000 |
| Summit County Historical Society (SCHS) | ||||||
| 550 Copley Rd | Akron | OH | 44320 | PC | General Fund | $2,000 |
| Together Rising | ||||||
| 800 West Broad 6409 | Falls Church | VA | 22040 | PC | General Fund | $750 |
| Trevor Project | ||||||
| PO Box 69232 | West Hollywood | CA | 90069 | PC | General Fund | $750 |
| United Way of Summit and Medina County | ||||||
| 37 N High Street | Akron | OH | 44308 | PC | General Fund | $1,000 |
| Western Reserve Historical Society | ||||||
| 10825 East Boulevard | Cleveland | OH | 44106 | PC | General Fund | $500 |
| Wikimedia Foundation Inc | ||||||
| PO Box 98204 | Washington | DC | 200908204 | PC | General Fund | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,496 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,871 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Select Fiduciary | CategoryTxt |
| Amt | $640 | Amt |
| Net Investment Income | $320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $320 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Calvert US Mid Cap Core | $8,970 | $9,664 |
| Calvert Emerging Mkts | $10,000 | $6,672 |
| Calvert Short Duration | $32,500 | $32,726 |
| Lord Abbett Short Duration Income Fd | $39,227 | $35,746 |
| Federated Total Return Bond Fund | $34,541 | $30,544 |
| Invesco Powershares Preferred | $3,790 | $2,970 |
| Eaton Vance Atlanta Capital SMid | $5,911 | $9,170 |
| American Century Sustainable | $50,000 | $67,270 |
| Federated Institutional High Yield Bond | $10,000 | $8,812 |
| Pimco Income Fund - Institutional Class | $33,241 | $29,453 |
| Hartford Dividend Growth Fund | $50,000 | $55,775 |
| MFS New Discovery Value Fund | $10,330 | $11,746 |
| Calvert Bond Fund | $25,000 | $21,456 |
| Guggenheim Limited Duration | $25,000 | $24,452 |
| Metropolitan West | $15,000 | $12,985 |
| Invesco Oppenheimer | $6,433 | $6,941 |
| Brown Advisory Sustain Growth | $95,000 | $148,601 |
| Calvert Equity Portfolio | $75,000 | $101,450 |
| MFS Global Real Estate | $6,494 | $5,561 |
| Touchstone Mid Cap Fund | $6,367 | $9,278 |
| IShares Short Term Corp | $22,043 | $21,794 |
| Vanguard Inflation Protected | $15,000 | $12,767 |
| IShares Core SP Small-Cap | $8,370 | $8,289 |
| IShares ESG MSCI EAGE | $45,500 | $49,944 |
| Spdr DJ Wilshire Global Real Estate | $6,574 | $5,395 |
| Vanguard FTSE Social | $100,000 | $119,395 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| State Filing Fee | $200 | $200 |
| Stamps | $68 | $68 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Huntington National Bank | CategoryTxt |
| Amt | $4,571 | Amt |
| Net Investment Income | $4,571 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Excise Tax on Investment Income | $192 |
| Estimated Excise Tax | $1,020 |