THE@BRUCE & ERICA GREER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE@BRUCE & ERICA GREER FAMILY FOUNDATION (EIN 65-6413886)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-08-12
- IRS object ID
- 202002259349101010
- Schema version
- 2019v5.1
- 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
- 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 | 2020-08-12T04:35:24-00:00 | ReturnTs |
| Tax Period End | 2020-03-31 | 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 | 2019-04-01 | 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 | 3308823106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Bruce Greer | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robin L Riemenschneider | PreparerPersonNm |
| Phone | 3307770600 | PhoneNum |
| Preparation | 2020-07-27 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $687,475 | 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 | $97,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,522 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $408,708 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,628 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $194,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,150 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $437 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $313 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,226 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,226 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $372 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $255 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,663 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $568 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,663 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $158,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,448 | CashBOYAmt |
| Cash EOY | $2,696 | CashEOYAmt |
| Cash EOYFMV | $2,696 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,060 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,122 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $512,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $725,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $682,657 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $571,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $729,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $687,475 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $571,780 | CapitalStockBOYAmt |
| Capital Stock EOY | $729,827 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $571,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $729,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $571,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $729,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $571,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $158,047 | ExcessRevenueOverExpensesAmt |
| Subtotal | $729,827 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $729,827 | 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 | $400,733 | GrossSalesPriceAmt |
| Cost Or Other Basis | $330,080 | CostOrOtherBasisAmt |
| Gain Or Loss | $70,653 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $70,653 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,113 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $650,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000000.043189 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $542,994 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000000.033886 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,104 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $433,367 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000000.051005 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,693 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $371,562 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000000.050309 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,321 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $387,911 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000000.047230 | DistributionYr5Rt |
| Total Distribution | 000000.225619 | TotalDistributionRt |
| Average Distribution | 000000.045124 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $758,670 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,234 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $925 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,159 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $31,068 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,850 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,850 | SubtotalAmt |
| Tax Based On Investment Income | $1,850 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $401 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $401 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $401 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,449 | TaxDueAmt |
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 | false | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | Bruce Erica Greer | IndividualWithBooksNm |
| Phone | 3308823106 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 442169459 | 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 | ||||||
| 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 | $692,760 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $770,223 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $770,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $758,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,850 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,850 | TotalTaxAmt |
| Distributable Before Adj | $36,084 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,084 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,084 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,068 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,068 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $31,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,414 | UndistributedIncomePYAmt |
| Qualifying Distributions | $31,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,414 | AppliedToYear1Amt |
| Applied To Current Year | $1,654 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $34,430 | 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 | 408 Ott Drive | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3308823160 | 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 (33 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 | $500 |
| ACLU of Ohio Foundation | ||||||
| 4506 Chester Ave | Cleveland | OH | 441033621 | PC | General Fund | $500 |
| 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 | $2,000 |
| 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 | $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 | ||||||
| 1800 Blankenship Rd Suite 128 | West Linn | OR | 97068 | PC | General Fund | $1,000 |
| Mother Jones Investigative Fund | ||||||
| PO Box 584 | San Francisco | CA | 941040584 | PC | General Fund | $500 |
| National Park Foundation | ||||||
| PO Box 17394 | Baltimore | MD | 212989450 | 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 96735 | Washington | DC | 200777525 | PC | General Fund | $1,000 |
| Planned Parenthood of Greater Ohio | ||||||
| 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 | General Fund | $4,000 |
| StarkFresh | ||||||
| 321 Cherry Ave NE | Canton | OH | 44702 | PC | General Fund | $250 |
| Summit County Historical Society | ||||||
| 550 Copely Rd | Akron | OH | 44320 | PC | General Fund and John Brown House | $4,000 |
| Trevor Project | ||||||
| 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 Prospect St | Akron | OH | 443090407 | 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 | Kent | OH | 44240 | PC | General Fund | $500 |
| Wikimedia Foundation Inc | ||||||
| PO Box 98204 | Washington | DC | 200908204 | PC | General Fund | $250 |
| WKSU-FM | ||||||
| PO Box 5190 | Kent | OH | 442420001 | PC | General Fund | $500 |
| WVIZPBS Ideastream | ||||||
| PO Box 74141 | Cleveland | OH | 441940226 | PC | General Fund | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,522 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $97,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,150 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Bruce Greer | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 408 Ott Drive | AddressLine1Txt |
| City | Clinton | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44216 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $97,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Select Fiduciary | $625 | $312 | $313 |
| Huntington National | $125 | $125 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Lord Abbett Short Duration Income Fd | $50,500 | $47,029 |
| Federated Total Return Bond Fund | $62,376 | $62,912 |
| Vanguard Short Term Bond Index | $27,500 | $28,102 |
| Eaton Vance Atlanta Capital SMid | $11,476 | $11,721 |
| American Europacific Growth Fund | $19,479 | $15,880 |
| American Funds New World Fund | $12,998 | $11,299 |
| Federated Institutional High Yield Bond | $7,500 | $6,465 |
| Pimco Income Fund - Institutional Class | $58,500 | $53,230 |
| Goldman Sachs Inflation Protected | $9,782 | $10,164 |
| MFS New Discovery Value Fund | $12,245 | $8,242 |
| T Rowe Price Growth Stock Fund | $40,000 | $34,323 |
| Calvert Bond Fund | $25,000 | $23,973 |
| Guggenheim Limited Duration | $25,000 | $24,716 |
| Metropolitan West | $15,000 | $14,005 |
| PIMCO Long Duration Total Return | $22,500 | $22,954 |
| Invesco Oppenheimer | $12,837 | $11,277 |
| Cambiar Edgewood Growth | $50,000 | $46,409 |
| Brown Advisory Sustain Growth | $45,000 | $38,966 |
| Calvert Equity Portfolio | $35,000 | $30,724 |
| MFS Global Real Estate | $25,000 | $19,437 |
| Morgan Stanley Intl Advantage | $19,500 | $17,717 |
| Touchstone Mid Cap Fund | $15,000 | $11,898 |
| Vanguard 500 Index Fund | $122,816 | $131,214 |
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 | $4,226 | Amt |
| Net Investment Income | $4,226 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Excise Tax | CategoryTxt |
| Amt | $372 | Amt |