THE@BRUCE & ERICA GREER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRUCE & ERICA GREER FAMILY FOUNDATION (EIN 65-6413886)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-08-07
- IRS object ID
- 202112219349100301
- Schema version
- 2020v4.1
- 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 | 2021-08-07T10:53:52-00:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-04-01 | 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 | 2021-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Bruce | PersonFirstNm |
| Person Last | Greer | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| PTIN | P00074066 | PTIN |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2021-08-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $885,323 | 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 | $16,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,461 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $188,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,461 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,040 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $630 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $315 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $315 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,668 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,299 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,983 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $570 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,983 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,057 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,696 | CashBOYAmt |
| Cash EOY | $3,012 | CashEOYAmt |
| Cash EOYFMV | $3,012 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,452 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $725,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $727,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $876,859 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $729,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $735,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $885,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $729,827 | CapitalStockBOYAmt |
| Capital Stock EOY | $735,515 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $729,827 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $735,515 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $729,827 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $735,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $729,827 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $735,515 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $735,515 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $179,391 | GrossSalesPriceAmt |
| Cost Or Other Basis | $155,958 | CostOrOtherBasisAmt |
| Gain Or Loss | $23,433 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $23,433 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,461 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $612 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $612 | SubtotalAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,850 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,850 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,850 | OriginalReturnTaxPaidAmt |
| Overpayment | $1,238 | OverpaymentAmt |
| Applied To ES Tax | $1,238 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | ||||||
| 408 Ott Drive | Clinton | OH | 44216 | Trustee | 001.00 | $0 |
| Erica Greer | ||||||
| 408 Ott Drive | Clinton | OH | 44216 | Trustee | 001.00 | $0 |
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 | $826,680 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $835,788 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $835,788 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,537 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $823,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $612 | TotalTaxAmt |
| Distributable Before Adj | $40,551 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,551 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,070 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,070 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $35,070 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,430 | UndistributedIncomePYAmt |
| Qualifying Distributions | $35,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,430 | AppliedToYear1Amt |
| Applied To Current Year | $640 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $39,911 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 903 WCPN Ideastream | ||||||
| PO Box 74141 | Cleveland | OH | 441940226 | PC | General Fund | $750 |
| 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 | ||||||
| 350 Opportunity Parkway | Akron | OH | 443072324 | 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 | ||||||
| 111 Presidential Blvd Suite 203 | Bala Cynwyd | PA | 19004 | PC | General Fund | $250 |
| 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 |
| Hope United Inc | ||||||
| PO Box 534 | Uniontown | OH | 44685 | PC | General Fund | $250 |
| Intermuseum Conservation Association | ||||||
| 2915 Detroit Ave | Cleveland | OH | 44113 | PC | General Fund | $500 |
| Let's Grow Akron | ||||||
| 467 Harvey Ave | Akron | OH | 44314 | PC | General Fund | $1,250 |
| Metro Parks Foundation | ||||||
| 975 Treaty Line Rd | Akron | OH | 44313 | PC | General Fund | $1,000 |
| Mission 22 | ||||||
| 694 N Larch St 910 | Sisters | OR | 97759 | PC | General Fund | $1,000 |
| Mother Jones Investigative Fund | ||||||
| 222 Sutter St Suite 600 | San Francisco | CA | 94108 | PC | General Fund | $500 |
| National Parks Conservation Association | ||||||
| 777 6th St NW Suite 700 | Washington | DC | 200013723 | PC | General Fund | $500 |
| Ohio & Erie Canalway Coalition | ||||||
| 47 West Exchange St | Akron | OH | 44308 | PC | General Fund | $500 |
| Ohio Environmental Council | ||||||
| 1145 Chesapeake Ave Suite 1 | Columbus | OH | 43212 | PC | General Fund | $500 |
| Partners In Health | ||||||
| PO Box 996 | Frederick | MD | 217059942 | PC | General Fund | $500 |
| Planned Parenthood Federation of America | ||||||
| PO Box 97166 | Washington | DC | 200777166 | PC | General Fund | $1,000 |
| Planned Parenthood of Greater Ohio | ||||||
| Development Dept PO Box 933233 | Cleveland | OH | 44193 | PC | General Fund | $500 |
| Policy Matters Ohio | ||||||
| 3631 Perkins Ave Suite 4-C East | Cleveland | OH | 44114 | PC | General Fund | $500 |
| RAHAB Ministries | ||||||
| PO Box 13866 | Akron | OH | 44334 | PC | General Fund | $500 |
| RAINN | ||||||
| 1220 L St Suite 500 | Washington | DC | 20005 | PC | General Fund | $500 |
| Stan Hywet Hall & Gardens | ||||||
| 714 North Portage Path | Akron | OH | 443031399 | PC | Annual Fund and Fund Recovery | $4,500 |
| StarkFresh | ||||||
| 321 Cherry Ave NE | Canton | OH | 44702 | PC | General Fund | $1,000 |
| Summit County Historical Society | ||||||
| 550 Copley Rd | Akron | OH | 44320 | PC | General Fund | $2,000 |
| Trevor Project | ||||||
| Attn Development PO Box 69232 | West Hollywood | CA | 90069 | PC | General Fund | $250 |
| Together Rising | ||||||
| 800 West Broad 6409 | Falls Church | VA | 22040 | PC | General Fund | $500 |
| United Way of Summit County | ||||||
| 90 N High St | Akron | OH | 44308 | PC | General Fund | $2,000 |
| Western Reserve Historical Society | ||||||
| 10825 East Boulevard | Cleveland | OH | 44106 | PC | General Fund | $500 |
| Western Reserve Public Media | ||||||
| 1750 Campus Center Drive PO Box 519 | Kent | OH | 442405191 | PC | General Fund | $500 |
| WKSU-FM | ||||||
| PO Box 5190 | Kent | OH | 442420001 | PC | General Fund | $1,000 |
| Wikimedia Foundation Inc | ||||||
| PO Box 98204 | Washington | DC | 200908204 | PC | General Fund | $250 |
| WVIZPBS Ideastream | ||||||
| PO Box 74141 | Cleveland | OH | 441940226 | PC | General Fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,579 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,461 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,040 | 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 | $630 | Amt |
| Net Investment Income | $315 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $315 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Calvert US Mid Cap Core | $15,000 | $14,920 |
| Calvert Emerging Mkts | $10,000 | $9,142 |
| Federated Kaufmann Small Cap | $18,000 | $16,625 |
| Lord Abbett Short Duration Income Fd | $50,500 | $50,006 |
| Federated Total Return Bond Fund | $62,376 | $64,461 |
| Eaton Vance Atlanta Capital SMid | $11,476 | $17,485 |
| American Europacific Growth Fund | $19,479 | $25,419 |
| American Funds New World Fund | $12,998 | $18,242 |
| Federated Institutional High Yield Bond | $7,500 | $7,456 |
| Pimco Income Fund - Institutional Class | $33,241 | $33,260 |
| Goldman Sachs Inflation Protected | $9,782 | $10,763 |
| Western Asset Core Plus Bond | $25,000 | $24,669 |
| MFS New Discovery Value Fund | $12,245 | $14,874 |
| T Rowe Price Growth Stock Fund | $40,000 | $54,506 |
| Calvert Bond Fund | $25,000 | $24,925 |
| Guggenheim Limited Duration | $25,000 | $25,730 |
| Metropolitan West | $15,000 | $15,050 |
| PIMCO Long Duration Total Return | $22,500 | $20,383 |
| Invesco Oppenheimer | $12,837 | $17,277 |
| Cambiar Edgewood Growth | $50,000 | $71,526 |
| Brown Advisory Sustain Growth | $95,000 | $109,571 |
| Calvert Equity Portfolio | $75,000 | $84,287 |
| Morgan Stanley Intl Advantage | $19,500 | $27,522 |
| Touchstone Mid Cap Fund | $15,000 | $17,933 |
| Vanguard 500 Index Fund | $44,617 | $100,827 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| State Filing Fee | $200 | $200 |
| Postage | $55 | $55 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Huntington National Bank | CategoryTxt |
| Amt | $4,668 | Amt |
| Net Investment Income | $4,668 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Excise Tax on Investment Income | $1,449 |
| Estimated Excise Tax | $1,850 |