BERLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BERLIN FAMILY FOUNDATION INC (EIN 65-0230453)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-03-03
- IRS object ID
- 202110629349100116
- Schema version
- 2019v5.2
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-03T15:51:29-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341523030 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOBER MARKEY FEDOROVICH & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3421 RIDGEWOOD ROAD SUITE 300 | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650230453 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERLIN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O TERRY LAWRENCE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERL | BusinessNameControlTxt |
| Phone | 3308672490 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4219 BIG SPRUCE DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MADELINE BERLIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3308672490 | PhoneNum |
| Signature | 2021-02-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JESSICA L TEPUS | PreparerPersonNm |
| PTIN | P01067325 | PTIN |
| Phone | 3307629785 | PhoneNum |
| Preparation | 2021-02-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,152,052 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $148,021 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,301 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $120,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,301 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,863 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $272,185 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $272,173 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,596 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,196 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,025 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $831,509 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $831,509 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $968,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $831,509 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$696,166 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,588 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $145,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $154,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $154,043 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $16,722,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,998,009 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,998,009 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,867,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,152,052 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,152,052 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,867,881 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,152,052 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,867,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,152,052 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,867,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,152,052 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,867,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$696,166 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,970 | OtherIncreasesAmt |
| Subtotal | $16,200,685 | SubtotalAmt |
| Other Decreases | $48,633 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,152,052 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN FROM BROKERAGE | P | 2019-11-01 | 2020-10-31 | $122 | -$122 | -$122 | |
| CAPITAL GAIN FOR LANDMARK K-1 | P | 2019-11-01 | 2020-10-31 | $3,002 | $3,002 | $3,002 | |
| CAPITAL GAIN FOR LANDMARK K-1 | P | 2019-11-01 | 2020-10-31 | $3,522 | -$3,522 | -$3,522 | |
| CAPITAL GAIN FROM BROKERAGE | P | 2018-11-01 | 2020-10-31 | $117,943 | $117,943 | $117,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,301 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $898,755 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,971,039 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056274 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $723,490 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,632,132 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043500 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $724,756 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,256,016 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047506 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $647,088 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,305,862 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052584 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $721,492 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,014,112 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060054 | DistributionYr5Rt |
| Total Distribution | 0.259918 | TotalDistributionRt |
| Average Distribution | 0.051984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,867,752 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $824,869 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $827,105 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $831,509 | 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 | $2,236 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,236 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,478 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,478 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,242 | OverpaymentAmt |
| Applied To ES Tax | $17,242 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | TERRY LAWRENCE | IndividualWithBooksNm |
| Phone | 3308672490 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MADELINE BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| ROBIN BERLIN KANE | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | VICE PRESIDENT | 40.00 | $65,000 | $0 | $0 |
| ROBERT BERLIN | ||||||||
| 1795 BROOKWOOD DRIVE | AKRON | OH | 44313 | ASSISTANT SECRETARY | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,999,334 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,109,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,109,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $241,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,867,752 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $793,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $793,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,236 | TotalTaxAmt |
| Distributable Before Adj | $791,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $791,152 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $791,152 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $831,509 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $831,509 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,236 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $829,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $791,152 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $126,104 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $109,862 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $277,536 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $831,509 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $791,152 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $40,357 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $317,893 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $126,104 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $191,789 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,570 | ExcessFromYear4Amt |
| Excess From Year1 | $109,862 | ExcessFromYear1Amt |
| Excess From Current Year | $40,357 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBIN BERLIN KANE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1795 BROOKWOOD DRIVE | AddressLine1Txt |
| City | AKRON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308672490 | RecipientPhoneNum |
| Form And Info And Materials | NARRATIVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AKRON CHILDREN'S HOSPITAL FOUNDATION | ||||||
| ONE PERKINS SQUARE | AKRON | OH | 443081062 | PC | PROGRAM SUPPORT | $50,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADMON | ||||||
| 30100 CHAGRIN BLVD 150 | PEPPER PIKE | OH | 44124 | PC | PROGRAM SUPPORT | $5,000 |
| BEST BUDDIES CO JOSHUA TESSIER | ||||||
| 100 SE 2ND ST SUITE 2200 | MIAMI | FL | 33131 | PC | PROGRAM SUPPORT | $1,000 |
| CHILDREN'S MERCY HOSPITAL | ||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | PC | PROGRAM SUPPORT | $500 |
| ELIOT COMMUNITY HUMAN SERVICES | ||||||
| 125 HARTWELL AVENUE | LEXINGTON | MA | 02421 | PC | PROGRAM SUPPORT | $35,000 |
| EMMANUEL CHRISTIAN ACADEMY | ||||||
| 350 S PORTAGE PATH | AKRON | OH | 44320 | PC | PROGRAM SUPPORT | $5,000 |
| FEEDING SOUTH FLORIDA | ||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | PC | PROGRAM SUPPORT | $50,000 |
| FISHER ISLAND PHILANTHROPIC FUND | ||||||
| 3250 SW THIRD AVE | MIAMI | FL | 33129 | PC | PROGRAM SUPPORT | $15,000 |
| FRIENDS OF CANCER RESEARCH | ||||||
| 1800 M ST NW | WASHINGTON DC | DC | 20036 | PC | PROGRAM SUPPORT | $25,000 |
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | PROGRAM SUPPORT | $1,200 |
| FRIENDS OF JCC KRAKOW INC | ||||||
| 74 LAFAYETTE AVE | SUFFERN | NY | 10901 | PC | PROGRAM SUPPORT | $1,800 |
| JEWISH COMMUNITY BOARD OF AKRON | ||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | PROGRAM SUPPORT | $225,000 |
| JEWISH FAMILY SERVICES | ||||||
| 1070 COLLEGE AVENUE | COLUMBUS | OH | 43209 | PC | PROGRAM SUPPORT | $5,000 |
| LOTUS HOUSE | ||||||
| 217 NW 15TH ST | MIAMI | FL | 33136 | PC | PROGRAM SUPPORT | $25,000 |
| MEMORIAL SLOAN KETTERING | ||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | PC | PROGRAM SUPPORT | $50,000 |
| NATIONAL 911 MEMORIAL | ||||||
| 180 GREENWICH ST | NEW YORK | NY | 10007 | PC | PROGRAM SUPPORT | $125 |
| NATIONAL CENTER FOR MISSING & EXPLOITED CHILDREN | ||||||
| 699 PRINCE STREET | ALEXANDRIA | VA | 22314 | PC | PROGRAM SUPPORT | $1,000 |
| NORTH COAST COMMUNITY HOMES | ||||||
| 14221 BROADWAY AVENUE | CLEVELAND | OH | 441251953 | PC | PROGRAM SUPPORT | $1,000 |
| OHIO & ERIE CANALWAY COALITION | ||||||
| 3800 EMBASSY PARKWAY STE 300 | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $101 |
| OPEN M | ||||||
| 941 PRINCETON ST | AKRON | OH | 44311 | PC | PROGRAM SUPPORT | $5,000 |
| OPERATION BREAKTHROUGH | ||||||
| 3039 TROOST AVE | KANSAS CITY | MO | 64109 | PC | PROGRAM SUPPORT | $500 |
| PAN MASS CHALLENGE | ||||||
| 50 GREEN PARK | NEWTON | MA | 02458 | PC | PROGRAM SUPPORT | $5,000 |
| PATRICIA & PHILLIP FROST ART MUSEUM | ||||||
| 10975 SW 17TH STREET | MIAMI | FL | 33199 | PC | PROGRAM SUPPORT | $500 |
| PERELMAN JEWISH DAY SCHOOL | ||||||
| 7601 OLD YORK ROAD | MELROSE PARK | PA | 19027 | PC | PROGRAM SUPPORT | $180 |
| REVERE ROAD SYNAGOGUE | ||||||
| 646 N REVERE RD | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $26,800 |
| SHAW JEWISH COMMUNITY CENTER | ||||||
| 750 WHITE POND DRIVE | AKRON | OH | 44320 | PC | PROGRAM SUPPORT | $528 |
| SPECIAL OLYMPICS OHIO | ||||||
| PO BOX 18324 | COLUMBUS | OH | 43218 | PC | PROGRAM SUPPORT | $125 |
| SUSAN G KOMEN | ||||||
| PO BOX 660843 | DALLAS | TX | 752660843 | PC | PROGRAM SUPPORT | $1,000 |
| TEMPLE ISRAEL | ||||||
| 91 SPRINGSIDE DRIVE | AKRON | OH | 44333 | PC | PROGRAM SUPPORT | $30,150 |
| THE CHAPEL | ||||||
| 135 FIR HILL | AKRON | OH | 44304 | PC | PROGRAM SUPPORT | $5,000 |
| THE GATHERING PLACE | ||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | PC | PROGRAM SUPPORT | $70,000 |
| THE HEART ASSOCIATION | ||||||
| 2685 W MARKET STREET | FAIRLAWN | OH | 44333 | PC | PROGRAM SUPPORT | $500 |
| THE MIAMI FOUNDATION | ||||||
| 40 NW 3RD ST 305 | MIAMI | FL | 33128 | PC | PROGRAM SUPPORT | $50,000 |
| THE WELL CDC | ||||||
| 647 E MARKET STREET | AKRON | OH | 44304 | PC | PROGRAM SUPPORT | $4,000 |
| UNITED WAY OF SUMMIT COUNTY | ||||||
| 90 N PROSPECT ST | AKRON | OH | 443091260 | PC | PROGRAM SUPPORT | $130,000 |
| URBAN VISION | ||||||
| PO BOX 1563 | AKRON | OH | 443091563 | PC | PROGRAM SUPPORT | $5,000 |
| WAYSIDE WAIFS | ||||||
| 3901 MARTHA TRUMAN RD | KANSAS CITY | MO | 64137 | PC | PROGRAM SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $831,509 | 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 | $148,021 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,301 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $272,185 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $272,185 | 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 | $4,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENTS | FMV | $13,999,609 | $13,999,609 |
| LANDMARK EQUITY PARTNERS XV, LP | FMV | $397,234 | $397,234 |
| STRATEGIC PARTNERS VI INVESTMENT | FMV | $254,684 | $254,684 |
| STRATEGIC PARTNERS VII INVESTMENT | FMV | $617,110 | $617,110 |
| STRATEGIC PARTNERS VIII INVESTMENT | FMV | $268,833 | $268,833 |
| CEVINE VII | FMV | $115,369 | $115,369 |
| FIRSTMARK OF III | FMV | $122,150 | $122,150 |
| FIRSTMARK V | FMV | $27,399 | $27,399 |
| AMERICAN SERCURITIES VIII | FMV | $195,621 | $195,621 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $48,633 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $420 | $0 | $0 |
| INSURANCE | $17,592 | $0 | $0 |
| WORKERS COMPENSATION | $232 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE (K-1) | $8,213 | $8,213 | $0 |
| NONDEDUCTIBLE EXPENSES (K-1) | $174 | $0 | $0 |
| ADP CHARGES | $1,543 | $0 | $0 |
| OTHER INVESTMENT EXPENSES (K-1) | $33,812 | $33,812 | $0 |
| BANK FEE | $210 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM PASS-THROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $6,863 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,863 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE - LANDMARK EQUITY PARTNERS | Desc |
| Amt | $28,970 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES & FILING FEES | $261 | $0 | $0 |
| PAYROLL TAXES | $5,275 | $0 | $0 |
| FOREIGN TAX PAID | $60 | $60 | $0 |